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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27- 69.23% |
$2.2K - $2.55K
|
12
$939
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-360- 7.41% |
$29.3K - $34K
|
4.5K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-60- 11.15% |
$4.88K - $5.66K
|
478
$37.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
238+ 4.96% |
$19.4K - $22.5K
|
5.03K
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.31KNew |
$188K - $217K
|
2.31K
$180K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-133- 2.72% |
$10.8K - $12.5K
|
4.76K
$372K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$201K - $232K
|
2.46K
$193K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 200.0% |
$977 - $1.13K
|
18
$1.41K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
2.49KNew |
$202K - $234K
|
2.49K
$195K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
434+ 14.16% |
$35.3K - $40.9K
|
3.5K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.54KNew |
$207K - $240K
|
2.54K
$199K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.09KNew |
$333K - $386K
|
4.09K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.19KNew |
$178K - $206K
|
2.19K
$171K
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.16KNew |
$94.4K - $109K
|
1.16K
$90.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.32KNew |
$189K - $219K
|
2.32K
$181K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-259- 8.23% |
$21.1K - $24.4K
|
2.89K
$226K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.33KNew |
$190K - $220K
|
2.33K
$182K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 60.0% |
$488 - $566
|
16
$1.25K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.8KNew |
$208K - $236K
|
2.8K
$219K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
592+ 238.71% |
$44K - $50K
|
840
$65.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
220+ 1100.0% |
$16.3K - $18.6K
|
240
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
84New |
$6.24K - $7.1K
|
84
$6.58K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.67KNew |
$198K - $226K
|
2.67K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
3.9KNew |
$290K - $330K
|
3.9K
$305K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.22KNew |
$388K - $441K
|
5.22K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.46KNew |
$182K - $207K
|
2.46K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
433KNew |
$32.1M - $36.6M
|
433K
$33.9M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
950+ 10.35% |
$70.5K - $80.3K
|
10.1K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$235K - $268K
|
3.17K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-193- 6.67% |
$14.3K - $16.3K
|
2.7K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
37K+ 21.17% |
$2.75M - $3.13M
|
212K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-255- 8.74% |
$18.9K - $21.6K
|
2.66K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.2MNew |
$1.35B - $1.54B
|
18.2M
$1.43B
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
240New |
$17.8K - $20.3K
|
240
$18.8K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
217New |
$16.1K - $18.3K
|
217
$17K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-69- 34.67% |
$5.12K - $5.83K
|
130
$10.2K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15New |
$1.11K - $1.27K
|
15
$1.17K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
419+ 14.75% |
$31.1K - $35.4K
|
3.26K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
84+ 11.11% |
$6.24K - $7.1K
|
840
$65.8K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 83.5% |
$184K - $210K
|
5.45K
$426K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 73.47% |
$165K - $187K
|
800
$62.6K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.59KNew |
$192K - $219K
|
2.59K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 3.49% |
$3.34K - $3.8K
|
1.34K
$105K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 46.15% |
$446 - $507
|
19
$1.49K
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.6K- 58.18% |
$119K - $135K
|
1.15K
$90K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-11.3K- 56.5% |
$839K - $955K
|
8.7K
$681K
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11+ 28.95% |
$817 - $930
|
49
$3.84K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.35% |
$7.43K - $8.45K
|
7.5K
$587K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14KNew |
$1.04M - $1.18M
|
14K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6K+ 680.27% |
$446K - $507K
|
6.88K
$539K
|
|