Latest Institutional Transactions on Edwards Lifesciences Corp (EW)
This table provides information on the latest institutional transactions involving Edwards Lifesciences Corp (EW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.22KNew |
$388K - $441K
|
5.22K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.46KNew |
$182K - $207K
|
2.46K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
433KNew |
$32.1M - $36.6M
|
433K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
950+ 10.35% |
$70.5K - $80.3K
|
10.1K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$235K - $268K
|
3.17K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
212+ 3.04% |
$15.7K - $17.9K
|
7.2K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-193- 6.67% |
$14.3K - $16.3K
|
2.7K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
37K+ 21.17% |
$2.75M - $3.13M
|
212K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-255- 8.74% |
$18.9K - $21.6K
|
2.66K
$181K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.04KNew |
$225K - $256K
|
3.04K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-17.7K- 87.1% |
$1.31M - $1.49M
|
2.62K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.2MNew |
$1.35B - $1.54B
|
18.2M
$1.23B
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-80- 21.05% |
$5.94K - $6.76K
|
300
$20.3K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
240New |
$17.8K - $20.3K
|
240
$16.3K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
217New |
$16.1K - $18.3K
|
217
$14.7K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-69- 34.67% |
$5.12K - $5.83K
|
130
$8.81K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15New |
$1.11K - $1.27K
|
15
$1.02K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
419+ 14.75% |
$31.1K - $35.4K
|
3.26K
$221K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
84+ 11.11% |
$6.24K - $7.1K
|
840
$56.9K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 83.5% |
$184K - $210K
|
5.45K
$369K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 73.47% |
$165K - $187K
|
800
$54.2K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.59KNew |
$192K - $219K
|
2.59K
$175K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 3.49% |
$3.34K - $3.8K
|
1.34K
$90.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 46.15% |
$446 - $507
|
19
$1.29K
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.6K- 58.18% |
$119K - $135K
|
1.15K
$77.9K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-11.3K- 56.5% |
$839K - $955K
|
8.7K
$590K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11+ 28.95% |
$817 - $930
|
49
$3.32K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.35% |
$7.43K - $8.45K
|
7.5K
$508K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14KNew |
$1.04M - $1.18M
|
14K
$950K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6K+ 680.27% |
$446K - $507K
|
6.88K
$466K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$668 - $761
|
9
$610
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-38- 2.2% |
$2.82K - $3.21K
|
1.69K
$114K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
201New |
$14.9K - $17K
|
201
$13.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-335- 2.03% |
$24.9K - $28.3K
|
16.2K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.36KNew |
$101K - $115K
|
1.36K
$91.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.9KNew |
$735K - $836K
|
9.9K
$671K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.18KNew |
$87.3K - $99.4K
|
1.18K
$79.7K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.55K+ 45.65% |
$190K - $216K
|
8.14K
$552K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3KNew |
$223K - $254K
|
3K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
122KNew |
$9.05M - $10.3M
|
122K
$8.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
17New |
$1.26K - $1.44K
|
17
$1.15K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
91+ 1.51% |
$6.76K - $7.69K
|
6.13K
$415K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
22+ 0.73% |
$1.63K - $1.86K
|
3.02K
$205K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2K- 34.63% |
$149K - $169K
|
3.78K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
43.5KNew |
$3.23M - $3.67M
|
43.5K
$2.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$74.3 - $84.5
|
4.34K
$294K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 52.46% |
$2.38K - $2.7K
|
29
$1.97K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-255- 3.88% |
$18.9K - $21.6K
|
6.33K
$429K
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2K- 40.0% |
$149K - $169K
|
3K
$203K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.16KClosed |
$79.5K - $102K
|
0
$0
|
|