Purchases and Sales Made in Q3 2023 in Solaredge Technologies, Inc. (SEDG)
This table provides information about the institutional ownership of Solaredge Technologies, Inc. (SEDG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
73+ 112.31% |
$9.29K - $20.7K
|
138
$4.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
69New |
$8.78K - $19.6K
|
69
$2.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
69New |
$8.78K - $19.6K
|
69
$2.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
68New |
$8.65K - $19.3K
|
68
$2.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68+ 3.33% |
$8.65K - $19.3K
|
2.11K
$67.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
66+ 1.94% |
$8.4K - $18.7K
|
3.47K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
59+ 3.65% |
$7.51K - $16.7K
|
1.68K
$53.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
57New |
$7.25K - $16.2K
|
57
$1.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
56New |
$7.13K - $15.9K
|
56
$1.78K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
53+ 0.83% |
$6.75K - $15K
|
6.44K
$205K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$6.36K - $14.2K
|
50
$1.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
48+ 0.31% |
$6.11K - $13.6K
|
15.4K
$490K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
44New |
$5.6K - $12.5K
|
44
$1.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
39+ 1.23% |
$4.96K - $11.1K
|
3.21K
$102K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 1233.33% |
$4.71K - $10.5K
|
40
$1.27K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
35+ 1.0% |
$4.45K - $9.93K
|
3.54K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
33+ 235.71% |
$4.2K - $9.37K
|
47
$1.5K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$4.2K - $9.37K
|
8.45K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
31+ 1.56% |
$3.95K - $8.8K
|
2.02K
$64.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
29+ 0.25% |
$3.69K - $8.23K
|
11.7K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 5.7% |
$3.69K - $8.23K
|
538
$17.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 10.71% |
$3.44K - $7.66K
|
279
$8.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 63.64% |
$2.67K - $5.96K
|
54
$1.72K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 1.14% |
$2.55K - $5.68K
|
1.78K
$56.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19+ 0.73% |
$2.42K - $5.39K
|
2.62K
$83.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 6.18% |
$2.16K - $4.83K
|
292
$9.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
15New |
$1.91K - $4.26K
|
15
$478
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10New |
$1.27K - $2.84K
|
10
$319
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.47% |
$1.15K - $2.55K
|
1.91K
$60.9K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9New |
$1.15K - $2.55K
|
9
$287
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 6.78% |
$1.02K - $2.27K
|
126
$4.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.39% |
$891 - $1.99K
|
1.78K
$56.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 41.18% |
$891 - $1.99K
|
24
$765
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
7New |
$891 - $1.99K
|
7
$223
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6New |
$764 - $1.7K
|
6
$191
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 23.81% |
$636 - $1.42K
|
26
$828
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 100.0% |
$509 - $1.14K
|
8
$255
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$382 - $852
|
3
$95.6
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 3.85% |
$255 - $568
|
54
$1.72K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.4% |
$255 - $568
|
505
$16.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 3.7% |
$127 - $284
|
28
$892
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$127 - $284
|
4
$127
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 14.29% |
$127 - $284
|
6
$191
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.16% |
$127 - $284
|
633
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 5.0% |
$127 - $284
|
19
$605
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 11.11% |
$255 - $568
|
16
$510
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 12.5% |
$382 - $852
|
21
$669
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-3- 37.5% |
$382 - $852
|
5
$159
|