Latest Institutional Transactions on Shockwave Medical, Inc. (SWAV)
This table provides information on the latest institutional transactions involving Shockwave Medical, Inc. (SWAV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-152- 7.71% |
$33.9K - $46K
|
1.82K
$0
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
825New |
$184K - $250K
|
825
$0
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
983New |
$219K - $298K
|
983
$0
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$446 - $605
|
2
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
670New |
$149K - $203K
|
670
$0
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.96KNew |
$1.33M - $1.8M
|
5.96K
$0
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.23% |
$669 - $908
|
1.33K
$0
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.87KNew |
$639K - $867K
|
2.87K
$0
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$348K - $472K
|
1.56K
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 50.0% |
$223 - $303
|
1
$0
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$256K - $347K
|
1.15K
$0
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-17- 1.69% |
$3.79K - $5.15K
|
991
$0
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-80.1K- 74.16% |
$14.1M - $17.5M
|
27.9K
$0
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$351 - $436
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 94.12% |
$140K - $174K
|
50
$0
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
30.2K+ 70.67% |
$5.3M - $6.58M
|
72.9K
$0
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.93K+ 146.36% |
$338K - $420K
|
3.25K
$0
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-123- 4.51% |
$21.6K - $26.8K
|
2.6K
$0
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-46- 2.73% |
$8.07K - $10K
|
1.64K
$0
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-10KClosed |
$1.75M - $2.18M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.55K+ 23.27% |
$271K - $337K
|
8.2K
$0
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
4New |
$702 - $872
|
4
$0
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-260Closed |
$45.6K - $56.7K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
600New |
$105K - $131K
|
600
$0
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$105K - $131K
|
600
$0
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.15K+ 79.2% |
$377K - $468K
|
4.86K
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-16- 30.77% |
$2.81K - $3.49K
|
36
$0
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$180K - $224K
|
1.03K
$0
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1New |
$175 - $218
|
1
$0
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1New |
$175 - $218
|
1
$0
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
205+ 30.19% |
$36K - $44.7K
|
884
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
125New |
$21.9K - $27.2K
|
125
$0
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-35- 25.93% |
$6.14K - $7.63K
|
100
$0
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.75K - $2.18K
|
10
$0
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
82New |
$14.4K - $17.9K
|
82
$0
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.4KNew |
$3.23M - $4.02M
|
18.4K
$0
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-849- 97.7% |
$149K - $185K
|
20
$0
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.31KNew |
$230K - $286K
|
1.31K
$0
|
|
Q4 2022 | |||||||
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-900Closed |
$184K - $267K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-4.8K- 41.03% |
$981K - $1.42M
|
6.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-90- 6.6% |
$18.4K - $26.7K
|
1.27K
$0
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-10.8K- 55.2% |
$2.2M - $3.19M
|
8.73K
$0
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$613 - $890
|
3
$0
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.89K+ 616.45% |
$590K - $856K
|
3.35K
$0
|
|
Feb 14, 2023
Q4 2022
|
Viking Global Investors LP
|
BUY
|
- |
7.28K+ 4.63% |
$1.49M - $2.16M
|
165K
$0
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
17New |
$3.47K - $5.05K
|
17
$0
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.76KNew |
$361K - $524K
|
1.76K
$0
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$2.27M - $3.3M
|
11.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.51KNew |
$717K - $1.04M
|
3.51K
$0
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12New |
$2.45K - $3.56K
|
12
$0
|