Purchases and Sales Made in Q4 2022 in Solaredge Technologies, Inc. (SEDG)
This table provides information about the institutional ownership of Solaredge Technologies, Inc. (SEDG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 100.0% |
$387 - $671
|
4
$55.7
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$193 - $336
|
15
$209
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$193 - $336
|
1
$13.9
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 4.35% |
$193 - $336
|
24
$334
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 11.11% |
$193 - $336
|
10
$139
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1+ 1.59% |
$193 - $336
|
64
$891
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.97% |
$193 - $336
|
104
$1.45K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.97% |
$193 - $336
|
104
$1.45K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-1- 0.25% |
$193 - $336
|
395
$5.5K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 7.69% |
$193 - $336
|
12
$167
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 5.0% |
$193 - $336
|
19
$264
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1- 10.0% |
$193 - $336
|
9
$125
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2- 0.11% |
$387 - $671
|
1.9K
$26.5K
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-3- 0.04% |
$580 - $1.01K
|
8.04K
$112K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3- 0.05% |
$580 - $1.01K
|
5.79K
$80.6K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3- 0.13% |
$580 - $1.01K
|
2.3K
$31.9K
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-3- 0.12% |
$580 - $1.01K
|
2.41K
$33.6K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 75.0% |
$580 - $1.01K
|
1
$13.9
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.03% |
$774 - $1.34K
|
12.3K
$171K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 29.41% |
$967 - $1.68K
|
12
$167
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-5- 45.45% |
$967 - $1.68K
|
6
$83.5
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.5% |
$967 - $1.68K
|
1K
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-6- 0.32% |
$1.16K - $2.01K
|
1.89K
$26.3K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 70.0% |
$1.35K - $2.35K
|
3
$41.8
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.95% |
$1.35K - $2.35K
|
732
$10.2K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 9.72% |
$1.35K - $2.35K
|
65
$905
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 4.31% |
$1.74K - $3.02K
|
200
$2.78K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 1.08% |
$1.74K - $3.02K
|
828
$11.5K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 1.53% |
$1.93K - $3.36K
|
644
$8.96K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.73% |
$2.13K - $3.69K
|
1.5K
$20.8K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11Closed |
$2.13K - $3.69K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11- 0.84% |
$2.13K - $3.69K
|
1.3K
$18K
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-12- 0.82% |
$2.32K - $4.03K
|
1.46K
$20.3K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 8.19% |
$2.71K - $4.7K
|
157
$2.19K
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-14- 0.92% |
$2.71K - $4.7K
|
1.51K
$21K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-16- 36.36% |
$3.09K - $5.37K
|
28
$390
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 3.45% |
$3.48K - $6.04K
|
504
$7.02K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 4.03% |
$3.67K - $6.38K
|
452
$6.29K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-19- 25.33% |
$3.67K - $6.38K
|
56
$780
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-22- 0.46% |
$4.25K - $7.38K
|
4.77K
$66.3K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24- 1.62% |
$4.64K - $8.05K
|
1.46K
$20.3K
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-25- 2.09% |
$4.83K - $8.39K
|
1.17K
$16.3K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25- 2.79% |
$4.83K - $8.39K
|
871
$12.1K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27- 60.0% |
$5.22K - $9.06K
|
18
$251
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 47.54% |
$5.61K - $9.73K
|
32
$445
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-30- 1.4% |
$5.8K - $10.1K
|
2.11K
$29.4K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-30- 60.0% |
$5.8K - $10.1K
|
20
$278
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 5.78% |
$6K - $10.4K
|
505
$7.03K
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-35- 3.43% |
$6.77K - $11.7K
|
985
$13.7K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-36- 73.47% |
$6.96K - $12.1K
|
13
$181
|