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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
196+ 14.67% |
$36K - $49.6K
|
1.53K
$97.3K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
966New |
$177K - $245K
|
966
$61.4K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 0.1% |
$184 - $253
|
1.03K
$65.7K
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19- 1.59% |
$3.49K - $4.81K
|
1.18K
$74.7K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.67KNew |
$1.41M - $1.94M
|
7.67K
$487K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2.3K+ 383.33% |
$422K - $583K
|
2.9K
$184K
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5.96KNew |
$1.09M - $1.51M
|
5.96K
$378K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-82- 32.03% |
$15.1K - $20.8K
|
174
$11.1K
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-36- 2.85% |
$6.61K - $9.12K
|
1.23K
$77.9K
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
41KNew |
$7.52M - $10.4M
|
41K
$2.6M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$184 - $253
|
1
$63.5
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-152- 41.99% |
$27.9K - $38.5K
|
210
$13.3K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12- 1.23% |
$2.2K - $3.04K
|
964
$61.2K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100New |
$18.4K - $25.3K
|
100
$6.35K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 34.48% |
$1.84K - $2.53K
|
19
$1.21K
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.76KNew |
$323K - $446K
|
1.76K
$112K
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.27KNew |
$417K - $575K
|
2.27K
$144K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-719- 35.25% |
$132K - $182K
|
1.32K
$83.9K
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-14- 1.09% |
$2.57K - $3.55K
|
1.27K
$80.7K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-43- 3.21% |
$7.9K - $10.9K
|
1.3K
$82.5K
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
729New |
$134K - $185K
|
729
$46.3K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70+ 7.46% |
$12.9K - $17.7K
|
1.01K
$64K
|
|
Apr 24, 2023
Q1 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$1.38M - $1.9M
|
7.5K
$476K
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.5KNew |
$275K - $380K
|
1.5K
$95.3K
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1KNew |
$184K - $253K
|
1K
$63.5K
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-322- 24.05% |
$59.1K - $81.6K
|
1.02K
$64.6K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 1.96% |
$184 - $253
|
50
$3.18K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$11K - $15.2K
|
60
$3.81K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.29% |
$551 - $760
|
1.03K
$65.4K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 50.0% |
$184 - $253
|
1
$63.5
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
170+ 5.04% |
$31.2K - $43.1K
|
3.54K
$225K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
20New |
$3.67K - $5.07K
|
20
$1.27K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 2.28% |
$4.59K - $6.33K
|
1.12K
$71.3K
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.04K - $5.57K
|
22
$1.4K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 75.76% |
$18.4K - $25.3K
|
32
$2.03K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.32KNew |
$242K - $334K
|
1.32K
$83.7K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.05KNew |
$193K - $266K
|
1.05K
$66.7K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.36KNew |
$249K - $344K
|
1.36K
$86.2K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
53+ 1.5% |
$9.73K - $13.4K
|
3.58K
$227K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1KNew |
$184K - $253K
|
1K
$63.5K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
19New |
$3.49K - $4.81K
|
19
$1.21K
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
29+ 1.35% |
$5.33K - $7.35K
|
2.17K
$138K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
292+ 32.09% |
$53.6K - $74K
|
1.2K
$76.4K
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-7- 0.55% |
$1.29K - $1.77K
|
1.27K
$80.7K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-160- 9.91% |
$29.4K - $40.5K
|
1.45K
$92.4K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
372+ 48.37% |
$68.3K - $94.2K
|
1.14K
$72.5K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
980New |
$180K - $248K
|
980
$62.3K
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
514+ 11.26% |
$94.4K - $130K
|
5.08K
$323K
|
|
Q4 2022 | |||||||
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
445KNew |
$106M - $150M
|
445K
$28.3M
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.03KClosed |
$722K - $1.02M
|
0
$0
|