Purchases and Sales Made in Q3 2023 in Enphase Energy, Inc. (ENPH)
This table provides information about the institutional ownership of Enphase Energy, Inc. (ENPH) during Q3 2023. The information is specifically focused on institutions that hold shares of Enphase Energy, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24+ 1.29% |
$2.81K - $4.55K
|
1.89K
$80.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23+ 4.41% |
$2.69K - $4.36K
|
545
$23.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$2.69K - $4.36K
|
23
$986
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
22+ 0.44% |
$2.58K - $4.17K
|
5K
$214K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20New |
$2.34K - $3.79K
|
20
$857
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$2.34K - $3.79K
|
20
$857
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19New |
$2.23K - $3.6K
|
19
$814
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 4.88% |
$2.11K - $3.41K
|
387
$16.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15New |
$1.76K - $2.85K
|
15
$643
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$1.64K - $2.66K
|
14
$600
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13+ 1.16% |
$1.52K - $2.47K
|
1.14K
$48.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
11New |
$1.29K - $2.09K
|
11
$471
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10+ 3.85% |
$1.17K - $1.9K
|
270
$11.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$1.05K - $1.71K
|
9
$386
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$820 - $1.33K
|
7
$300
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 5.66% |
$703 - $1.14K
|
112
$4.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
5New |
$586 - $948
|
5
$214
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$586 - $948
|
5
$214
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 400.0% |
$469 - $759
|
5
$214
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 8.16% |
$469 - $759
|
53
$2.27K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.65% |
$351 - $569
|
464
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 20.0% |
$234 - $379
|
12
$514
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 66.67% |
$234 - $379
|
5
$214
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2New |
$234 - $379
|
2
$85.7
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$234 - $379
|
2
$85.7
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$234 - $379
|
2
$85.7
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$117 - $190
|
8
$343
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.83% |
$117 - $190
|
121
$5.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 4.55% |
$117 - $190
|
23
$986
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$117 - $190
|
1
$42.9
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.37% |
$117 - $190
|
271
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 1.64% |
$117 - $190
|
60
$2.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 25.0% |
$117 - $190
|
3
$129
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- 0.04% |
$117 - $190
|
2.6K
$111K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 3.8% |
$351 - $569
|
76
$3.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3- 0.87% |
$351 - $569
|
343
$14.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3- 4.76% |
$351 - $569
|
60
$2.57K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 17.39% |
$469 - $759
|
19
$814
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5- 8.77% |
$586 - $948
|
52
$2.23K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5Closed |
$586 - $948
|
0
$0
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 36.84% |
$820 - $1.33K
|
12
$514
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 20.59% |
$820 - $1.33K
|
27
$1.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 36.84% |
$820 - $1.33K
|
12
$514
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-10- 55.56% |
$1.17K - $1.9K
|
8
$343
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 65.38% |
$1.99K - $3.22K
|
9
$386
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18- 0.42% |
$2.11K - $3.41K
|
4.31K
$184K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-18- 0.7% |
$2.11K - $3.41K
|
2.56K
$110K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-22- 5.02% |
$2.58K - $4.17K
|
416
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-23- 14.37% |
$2.69K - $4.36K
|
137
$5.87K
|