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 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.79% |
$1.07K - $1.38K
|
509
$7.09K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.29% |
$1.07K - $1.38K
|
1.4K
$19.5K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4New |
$1.07K - $1.38K
|
4
$55.7
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 6.15% |
$1.07K - $1.38K
|
69
$960
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 20.0% |
$802 - $1.03K
|
18
$251
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$802 - $1.03K
|
3
$41.8
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3New |
$802 - $1.03K
|
3
$41.8
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.23% |
$802 - $1.03K
|
1.3K
$18.1K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2+ 20.0% |
$534 - $688
|
12
$167
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.27% |
$534 - $688
|
159
$2.21K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$267 - $344
|
1
$13.9
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$267 - $344
|
1
$13.9
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$267 - $344
|
1
$13.9
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 14.29% |
$267 - $344
|
8
$111
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1- 14.29% |
$267 - $344
|
6
$83.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 10.0% |
$267 - $344
|
9
$125
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 3.77% |
$534 - $688
|
51
$710
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 5.41% |
$534 - $688
|
35
$487
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 1.34% |
$534 - $688
|
147
$2.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 33.33% |
$534 - $688
|
4
$55.7
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2- 0.26% |
$534 - $688
|
766
$10.7K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 50.0% |
$1.07K - $1.38K
|
4
$55.7
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-4- 1.09% |
$1.07K - $1.38K
|
363
$5.05K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4- 80.0% |
$1.07K - $1.38K
|
1
$13.9
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.07K - $1.38K
|
11
$153
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 33.33% |
$1.07K - $1.38K
|
8
$111
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5- 0.25% |
$1.34K - $1.72K
|
1.99K
$27.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 5.34% |
$1.87K - $2.41K
|
124
$1.73K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7- 0.69% |
$1.87K - $2.41K
|
1.01K
$14K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8- 0.55% |
$2.14K - $2.75K
|
1.44K
$20K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9- 0.45% |
$2.4K - $3.1K
|
2K
$27.9K
|
|
|
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
$66.2K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 1.37% |
$2.67K - $3.44K
|
722
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-12- 1.5% |
$3.21K - $4.13K
|
788
$11K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 19.35% |
$3.21K - $4.13K
|
50
$696
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-13- 1.53% |
$3.47K - $4.47K
|
836
$11.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-14- 28.0% |
$3.74K - $4.82K
|
36
$501
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-15- 1.4% |
$4.01K - $5.16K
|
1.05K
$14.7K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-15- 2.02% |
$4.01K - $5.16K
|
729
$10.1K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-15- 30.0% |
$4.01K - $5.16K
|
35
$487
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17- 1.38% |
$4.54K - $5.85K
|
1.22K
$16.9K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 50.0% |
$5.34K - $6.88K
|
20
$278
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 1.44% |
$6.15K - $7.91K
|
1.57K
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 16.55% |
$6.41K - $8.26K
|
121
$1.68K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 50.0% |
$6.68K - $8.6K
|
25
$348
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-25- 2.14% |
$6.68K - $8.6K
|
1.15K
$15.9K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26- 2.59% |
$6.95K - $8.94K
|
979
$13.6K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-27- 0.43% |
$7.21K - $9.29K
|
6.22K
$86.5K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33- 3.62% |
$8.82K - $11.4K
|
878
$12.2K
|