Purchases and Sales Made in Q4 2023 in Edwards Lifesciences Corp (EW)
This table provides information about the institutional ownership of Edwards Lifesciences Corp (EW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
48+ 0.44% |
$2.96K - $3.73K
|
10.9K
$829K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46+ 0.7% |
$2.84K - $3.58K
|
6.62K
$502K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.78K - $3.5K
|
45
$3.41K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
44New |
$2.72K - $3.42K
|
44
$3.34K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
39+ 0.24% |
$2.41K - $3.03K
|
16.1K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39New |
$2.41K - $3.03K
|
39
$2.96K
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
37+ 0.35% |
$2.28K - $2.88K
|
10.7K
$813K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 0.44% |
$2.28K - $2.88K
|
8.52K
$646K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
37New |
$2.28K - $2.88K
|
37
$2.81K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
37+ 3.22% |
$2.28K - $2.88K
|
1.19K
$90K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
37+ 11.08% |
$2.28K - $2.88K
|
371
$28.1K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36+ 1.75% |
$2.22K - $2.8K
|
2.1K
$159K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
36New |
$2.22K - $2.8K
|
36
$2.73K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
30New |
$1.85K - $2.33K
|
30
$2.28K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
30+ 0.65% |
$1.85K - $2.33K
|
4.67K
$354K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.85K - $2.33K
|
30
$2.28K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27+ 142.11% |
$1.67K - $2.1K
|
46
$3.49K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
26+ 0.4% |
$1.6K - $2.02K
|
6.47K
$491K
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26+ 0.52% |
$1.6K - $2.02K
|
5.03K
$381K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24New |
$1.48K - $1.87K
|
24
$1.82K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21New |
$1.3K - $1.63K
|
21
$1.59K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
21New |
$1.3K - $1.63K
|
21
$1.59K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
20New |
$1.23K - $1.56K
|
20
$1.52K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18New |
$1.11K - $1.4K
|
18
$1.37K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.32K
|
17
$1.29K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 24.29% |
$1.05K - $1.32K
|
87
$6.6K
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
15+ 0.18% |
$926 - $1.17K
|
8.47K
$642K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.4% |
$926 - $1.17K
|
3.72K
$282K
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
14+ 0.12% |
$864 - $1.09K
|
11.6K
$880K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 2.73% |
$864 - $1.09K
|
527
$40K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 7.43% |
$802 - $1.01K
|
188
$14.3K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 0.31% |
$741 - $933
|
3.85K
$292K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12New |
$741 - $933
|
12
$910
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
11+ 0.35% |
$679 - $855
|
3.15K
$239K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 27.78% |
$617 - $778
|
46
$3.49K
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
10+ 0.03% |
$617 - $778
|
37.9K
$2.87M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.05% |
$617 - $778
|
19.2K
$1.46M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$617 - $778
|
10
$759
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
10+ 0.1% |
$617 - $778
|
10.2K
$776K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$617 - $778
|
10
$759
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.27% |
$555 - $700
|
3.38K
$257K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.83% |
$494 - $622
|
969
$73.5K
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7New |
$432 - $544
|
7
$531
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$432 - $544
|
12.6K
$958K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 6.19% |
$370 - $467
|
103
$7.81K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6New |
$370 - $467
|
6
$455
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
5+ 0.02% |
$309 - $389
|
31.7K
$2.4M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4+ 0.31% |
$247 - $311
|
1.28K
$97K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$247 - $311
|
4
$303
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$123 - $156
|
2
$152
|