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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$61.7 - $77.8
|
2.87K
$217K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$61.7 - $77.8
|
9
$683
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$61.7 - $77.8
|
2
$152
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.26% |
$61.7 - $77.8
|
18
$1.37K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 0.27% |
$123 - $156
|
728
$55.2K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$185 - $233
|
3.98K
$302K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.09% |
$247 - $311
|
4.45K
$337K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.57% |
$309 - $389
|
869
$65.9K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.57% |
$309 - $389
|
869
$65.9K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 11.76% |
$370 - $467
|
45
$3.41K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 0.41% |
$494 - $622
|
1.96K
$148K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-8- 0.01% |
$494 - $622
|
92.6K
$7.02M
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-8- 18.6% |
$494 - $622
|
35
$2.65K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8- 3.01% |
$494 - $622
|
258
$19.6K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10- 0.05% |
$617 - $778
|
19.7K
$1.5M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-10- 0.06% |
$617 - $778
|
17.5K
$1.33M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 1.73% |
$679 - $855
|
625
$47.4K
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-13- 0.33% |
$802 - $1.01K
|
3.89K
$295K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14- 3.41% |
$864 - $1.09K
|
397
$30.1K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 10.85% |
$864 - $1.09K
|
115
$8.72K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 23.08% |
$926 - $1.17K
|
50
$3.79K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-15- 0.04% |
$926 - $1.17K
|
33.5K
$2.54M
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-16- 0.17% |
$987 - $1.24K
|
9.3K
$706K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 20.69% |
$1.11K - $1.4K
|
69
$5.23K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 0.49% |
$1.11K - $1.4K
|
3.62K
$275K
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-19- 0.38% |
$1.17K - $1.48K
|
4.93K
$374K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.7% |
$1.23K - $1.56K
|
2.84K
$216K
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-20- 0.67% |
$1.23K - $1.56K
|
2.95K
$223K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-22- 0.15% |
$1.36K - $1.71K
|
14.9K
$1.13M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-25- 0.78% |
$1.54K - $1.94K
|
3.18K
$241K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-27- 0.03% |
$1.67K - $2.1K
|
106K
$8.06M
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 2.13% |
$1.85K - $2.33K
|
1.38K
$105K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-33- 1.11% |
$2.04K - $2.57K
|
2.93K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-37- 10.16% |
$2.28K - $2.88K
|
327
$24.8K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-39- 4.28% |
$2.41K - $3.03K
|
872
$66.1K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 18.39% |
$2.53K - $3.19K
|
182
$13.8K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-42- 1.1% |
$2.59K - $3.27K
|
3.79K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-48- 0.48% |
$2.96K - $3.73K
|
9.99K
$758K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.4% |
$3.09K - $3.89K
|
12.4K
$943K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 1.61% |
$3.09K - $3.89K
|
3.06K
$232K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-54- 0.8% |
$3.33K - $4.2K
|
6.69K
$508K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-54- 0.42% |
$3.33K - $4.2K
|
12.8K
$974K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 0.34% |
$3.33K - $4.2K
|
15.9K
$1.21M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-55- 0.87% |
$3.39K - $4.28K
|
6.3K
$478K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-57- 21.59% |
$3.52K - $4.43K
|
207
$15.7K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 17.26% |
$3.58K - $4.51K
|
278
$21.1K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 17.26% |
$3.58K - $4.51K
|
278
$21.1K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-60- 8.51% |
$3.7K - $4.67K
|
645
$48.9K
|