Purchases and Sales Made in Q3 2023 in Edwards Lifesciences Corp (EW)
This table provides information about the institutional ownership of Edwards Lifesciences Corp (EW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
58+ 20.86% |
$4.02K - $5.42K
|
336
$24.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
54New |
$3.74K - $5.04K
|
54
$3.92K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
52+ 5.15% |
$3.6K - $4.86K
|
1.06K
$77K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 42.28% |
$3.6K - $4.86K
|
175
$12.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
50+ 0.74% |
$3.46K - $4.67K
|
6.84K
$496K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 0.54% |
$2.84K - $3.83K
|
7.63K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 9.56% |
$2.84K - $3.83K
|
470
$34.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
40+ 0.43% |
$2.77K - $3.74K
|
9.34K
$678K
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
35+ 0.12% |
$2.42K - $3.27K
|
29.5K
$2.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 1.41% |
$2.42K - $3.27K
|
2.51K
$182K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$2.42K - $3.27K
|
35
$2.54K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34+ 0.48% |
$2.36K - $3.17K
|
7.11K
$516K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.26% |
$2.22K - $2.99K
|
12.5K
$906K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 14.36% |
$1.94K - $2.61K
|
223
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
27+ 0.79% |
$1.87K - $2.52K
|
3.46K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
24+ 0.66% |
$1.66K - $2.24K
|
3.67K
$266K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
22New |
$1.52K - $2.05K
|
22
$1.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.04% |
$1.52K - $2.05K
|
58.2K
$4.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
22New |
$1.52K - $2.05K
|
22
$1.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 0.91% |
$1.39K - $1.87K
|
2.22K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
19+ 0.24% |
$1.32K - $1.77K
|
7.96K
$578K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18+ 0.19% |
$1.25K - $1.68K
|
9.32K
$676K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18+ 0.5% |
$1.25K - $1.68K
|
3.64K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 26.09% |
$1.25K - $1.68K
|
87
$6.31K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.22% |
$1.11K - $1.49K
|
7.31K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
16New |
$1.11K - $1.49K
|
16
$1.16K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
14+ 0.21% |
$970 - $1.31K
|
6.69K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.35% |
$762 - $1.03K
|
3.14K
$228K
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
9+ 0.29% |
$624 - $840
|
3.1K
$225K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$554 - $747
|
8
$580
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.21% |
$554 - $747
|
3.83K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$485 - $654
|
7
$508
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 8.33% |
$346 - $467
|
65
$4.72K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
4+ 0.01% |
$277 - $374
|
26.8K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$277 - $374
|
19.8K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.46% |
$277 - $374
|
874
$63.4K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.46% |
$277 - $374
|
874
$63.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.08% |
$208 - $280
|
3.62K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.03% |
$139 - $187
|
6.4K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2+ 0.06% |
$139 - $187
|
3.3K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.04% |
$139 - $187
|
4.91K
$356K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$69.3 - $93.4
|
5.83K
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 8.33% |
$69.3 - $93.4
|
11
$798
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 2.27% |
$69.3 - $93.4
|
43
$3.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2- 0.01% |
$139 - $187
|
31.8K
$2.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2- 0.07% |
$139 - $187
|
2.86K
$208K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 6.9% |
$139 - $187
|
27
$1.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 7.69% |
$208 - $280
|
36
$2.61K
|