Purchases and Sales Made in Q1 2023 in Solaredge Technologies, Inc. (SEDG)
This table provides information about the institutional ownership of Solaredge Technologies, Inc. (SEDG) during Q1 2023. The information is specifically focused on institutions that hold shares of SOLAREDGE TECHNOLOGIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 17.86% |
$1.34K - $1.72K
|
33
$1.05K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.29% |
$1.34K - $1.72K
|
1.76K
$56K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.79% |
$1.07K - $1.38K
|
509
$16.2K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4New |
$1.07K - $1.38K
|
4
$127
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.29% |
$1.07K - $1.38K
|
1.4K
$44.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 6.15% |
$1.07K - $1.38K
|
69
$2.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3New |
$802 - $1.03K
|
3
$95.6
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$802 - $1.03K
|
3
$95.6
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.23% |
$802 - $1.03K
|
1.3K
$41.4K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 20.0% |
$802 - $1.03K
|
18
$573
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.27% |
$534 - $688
|
159
$5.07K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2+ 20.0% |
$534 - $688
|
12
$382
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$267 - $344
|
1
$31.9
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$267 - $344
|
1
$31.9
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$267 - $344
|
1
$31.9
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 14.29% |
$267 - $344
|
8
$255
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 10.0% |
$267 - $344
|
9
$287
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 14.29% |
$267 - $344
|
6
$191
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 33.33% |
$534 - $688
|
4
$127
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 5.41% |
$534 - $688
|
35
$1.12K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2- 0.26% |
$534 - $688
|
766
$24.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 3.77% |
$534 - $688
|
51
$1.62K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 1.34% |
$534 - $688
|
147
$4.68K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 33.33% |
$1.07K - $1.38K
|
8
$255
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 50.0% |
$1.07K - $1.38K
|
4
$127
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.07K - $1.38K
|
11
$350
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4- 80.0% |
$1.07K - $1.38K
|
1
$31.9
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-4- 1.09% |
$1.07K - $1.38K
|
363
$11.6K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5- 0.25% |
$1.34K - $1.72K
|
1.99K
$63.4K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7- 0.69% |
$1.87K - $2.41K
|
1.01K
$32.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 5.34% |
$1.87K - $2.41K
|
124
$3.95K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8- 0.55% |
$2.14K - $2.75K
|
1.44K
$45.8K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9- 0.45% |
$2.4K - $3.1K
|
2K
$63.8K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10Closed |
$2.67K - $3.44K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-10- 0.21% |
$2.67K - $3.44K
|
4.76K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 1.37% |
$2.67K - $3.44K
|
722
$23K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12- 1.5% |
$3.21K - $4.13K
|
788
$25.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 19.35% |
$3.21K - $4.13K
|
50
$1.59K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-13- 1.53% |
$3.47K - $4.47K
|
836
$26.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-14- 28.0% |
$3.74K - $4.82K
|
36
$1.15K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 30.0% |
$4.01K - $5.16K
|
35
$1.12K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-15- 2.02% |
$4.01K - $5.16K
|
729
$23.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-15- 1.4% |
$4.01K - $5.16K
|
1.05K
$33.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17- 1.38% |
$4.54K - $5.85K
|
1.22K
$38.7K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 50.0% |
$5.34K - $6.88K
|
20
$637
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 1.44% |
$6.15K - $7.91K
|
1.57K
$50.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 16.55% |
$6.41K - $8.26K
|
121
$3.86K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 50.0% |
$6.68K - $8.6K
|
25
$797
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-25- 2.14% |
$6.68K - $8.6K
|
1.15K
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26- 2.59% |
$6.95K - $8.94K
|
979
$31.2K
|