Latest Institutional Transactions on Enphase Energy, Inc. (ENPH)
This table provides information on the latest institutional transactions involving Enphase Energy, Inc. (ENPH) 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
3.3KNew |
$387K - $626K
|
3.3K
$219K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.36K- 74.86% |
$745K - $1.21M
|
2.14K
$141K
|
|
Oct 30, 2023
Q3 2023
|
Paradiem, LLC
|
BUY
|
- |
1.82K+ 11.01% |
$213K - $346K
|
18.4K
$1.22M
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$14.6K - $23.7K
|
125
$8.28K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
446+ 163.37% |
$52.3K - $84.6K
|
719
$47.6K
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
1.29K+ 71.15% |
$151K - $244K
|
3.09K
$205K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.19KNew |
$490K - $794K
|
4.19K
$277K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.42K- 39.19% |
$166K - $269K
|
2.2K
$146K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.07K- 6.43% |
$126K - $204K
|
15.6K
$1.03M
|
|
Oct 25, 2023
Q3 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-180K- 92.84% |
$21.1M - $34.2M
|
13.9K
$921K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.87% |
$5.16K - $8.35K
|
2.31K
$153K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
545+ 38.98% |
$63.9K - $103K
|
1.94K
$129K
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-11.5K- 47.44% |
$1.34M - $2.17M
|
12.7K
$841K
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.25K+ 120.44% |
$381K - $617K
|
5.95K
$394K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$1.64K - $2.66K
|
14
$928
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$117 - $190
|
1
$66.3
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
658+ 50.89% |
$77.1K - $125K
|
1.95K
$129K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-41- 2.15% |
$4.8K - $7.78K
|
1.87K
$124K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-117- 2.38% |
$13.7K - $22.2K
|
4.79K
$317K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
40New |
$4.69K - $7.59K
|
40
$2.65K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
2.15KNew |
$252K - $408K
|
2.15K
$143K
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
10.9KNew |
$1.27M - $2.06M
|
10.9K
$721K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.44K- 17.7% |
$169K - $274K
|
6.71K
$444K
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-4.98K- 17.25% |
$584K - $945K
|
23.9K
$1.58M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$5.86K - $9.48K
|
50
$3.31K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
23New |
$2.69K - $4.36K
|
23
$1.52K
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-18.8K- 84.21% |
$2.2M - $3.56M
|
3.52K
$233K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$234 - $379
|
2
$133
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
25.6K+ 11.89% |
$3.91M - $5.83M
|
241K
$15.9M
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.64KClosed |
$404K - $602K
|
0
$0
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.08KClosed |
$165K - $245K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.96K- 30.89% |
$606K - $903K
|
8.86K
$587K
|
|
Nov 28, 2023
Q2 2023
|
Pantechnicon Advisors LLP
London, X0 |
SELL
|
- |
-23K- 36.51% |
$3.52M - $5.24M
|
40K
$2.65M
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-94Closed |
$14.4K - $21.4K
|
0
$0
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$3.52K - $5.24K
|
23
$1.52K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$5.35K - $7.98K
|
35
$2.32K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
200New |
$30.6K - $45.6K
|
200
$13.3K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 2.56% |
$153 - $228
|
38
$2.52K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
100New |
$15.3K - $22.8K
|
100
$6.63K
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-440- 2.31% |
$67.3K - $100K
|
18.6K
$1.23M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
169New |
$25.8K - $38.5K
|
169
$11.2K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
370+ 18.94% |
$56.6K - $84.3K
|
2.32K
$154K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.83K- 50.14% |
$280K - $417K
|
1.82K
$121K
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.63K+ 65.59% |
$707K - $1.05M
|
11.7K
$774K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-75- 5.76% |
$11.5K - $17.1K
|
1.23K
$81.2K
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-22.5K- 42.86% |
$3.44M - $5.13M
|
30K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
Jetstream Capital LLC
Brentwood, TN |
SELL
|
- |
-6K- 40.0% |
$917K - $1.37M
|
9K
$596K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.53K - $2.28K
|
10
$663
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
974+ 46.25% |
$149K - $222K
|
3.08K
$204K
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.02KNew |
$462K - $688K
|
3.02K
$200K
|