Purchases and Sales Made in Q2 2023 in Edwards Lifesciences Corp (EW)
This table provides information about the institutional ownership of Edwards Lifesciences Corp (EW) during Q2 2023. The information is specifically focused on institutions that hold shares of Edwards Lifesciences Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 60.0% |
$488 - $566
|
16
$1.08K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6+ 0.04% |
$488 - $566
|
16.3K
$1.1M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$407 - $472
|
2.71K
$183K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2+ 0.03% |
$163 - $189
|
7.07K
$479K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$81.4 - $94.3
|
2.87K
$194K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 2.63% |
$81.4 - $94.3
|
39
$2.64K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.25% |
$81.4 - $94.3
|
394
$26.7K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2- -0.0% |
$163 - $189
|
41.1K
$2.79M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3- 0.35% |
$244 - $283
|
844
$57.2K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.06% |
$407 - $472
|
8.08K
$548K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 55.56% |
$407 - $472
|
4
$271
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6- 0.14% |
$488 - $566
|
4.37K
$296K
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-6- 0.24% |
$488 - $566
|
2.51K
$170K
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-6- 0.15% |
$488 - $566
|
3.95K
$268K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-8- 0.21% |
$651 - $755
|
3.83K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8- 0.04% |
$651 - $755
|
18.5K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10- 0.01% |
$814 - $943
|
72.7K
$4.93M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$977 - $1.13K
|
3.41K
$231K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-13- 0.13% |
$1.06K - $1.23K
|
9.92K
$672K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-13- 0.25% |
$1.06K - $1.23K
|
5.27K
$357K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 2.57% |
$1.14K - $1.32K
|
531
$36K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-15- 1.59% |
$1.22K - $1.41K
|
931
$63.1K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.2% |
$1.22K - $1.41K
|
7.32K
$496K
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.48% |
$1.38K - $1.6K
|
3.49K
$237K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-17- 0.01% |
$1.38K - $1.6K
|
186K
$12.6M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17- 6.42% |
$1.38K - $1.6K
|
248
$16.8K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-18- 0.07% |
$1.47K - $1.7K
|
24.1K
$1.63M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 61.29% |
$1.55K - $1.79K
|
12
$813
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.35% |
$1.63K - $1.89K
|
5.74K
$389K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-20- 0.23% |
$1.63K - $1.89K
|
8.62K
$584K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24- 0.19% |
$1.95K - $2.26K
|
12.7K
$857K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-24- 0.64% |
$1.95K - $2.26K
|
3.7K
$251K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 0.61% |
$2.04K - $2.36K
|
4.05K
$274K
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-25- 0.18% |
$2.04K - $2.36K
|
13.9K
$940K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27- 69.23% |
$2.2K - $2.55K
|
12
$813
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.66% |
$2.36K - $2.74K
|
4.36K
$296K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-31- 3.15% |
$2.52K - $2.92K
|
954
$64.6K
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-35- 0.14% |
$2.85K - $3.3K
|
25.5K
$1.73M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-36- 1.27% |
$2.93K - $3.4K
|
2.81K
$190K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-36- 0.47% |
$2.93K - $3.4K
|
7.7K
$522K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-36Closed |
$2.93K - $3.4K
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-38- 5.21% |
$3.09K - $3.58K
|
691
$46.8K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-40- 1.06% |
$3.26K - $3.77K
|
3.73K
$253K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-42- 4.19% |
$3.42K - $3.96K
|
960
$65K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 2.51% |
$3.74K - $4.34K
|
1.79K
$121K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 67.61% |
$3.91K - $4.53K
|
23
$1.56K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-49- 24.5% |
$3.99K - $4.62K
|
151
$10.2K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-50- 17.48% |
$4.07K - $4.72K
|
236
$16K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-51- 0.74% |
$4.15K - $4.81K
|
6.84K
$464K
|