Purchases and Sales Made in Q4 2023 in Enphase Energy, Inc. (ENPH)
This table provides information about the institutional ownership of Enphase Energy, Inc. (ENPH) during Q4 2023. The information is specifically focused on institutions that hold shares of Enphase Energy, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8New |
$604 - $1.1K
|
8
$507
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8New |
$604 - $1.1K
|
8
$507
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.48% |
$604 - $1.1K
|
1.68K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 77.78% |
$529 - $961
|
16
$1.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 70.0% |
$529 - $961
|
17
$1.08K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 36.84% |
$529 - $961
|
26
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6New |
$453 - $824
|
6
$380
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6New |
$453 - $824
|
6
$380
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6New |
$453 - $824
|
6
$380
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$378 - $687
|
5
$317
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$227 - $412
|
3
$190
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2New |
$151 - $275
|
2
$127
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 1.65% |
$151 - $275
|
123
$7.79K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$75.6 - $137
|
1
$63.3
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 4.35% |
$75.6 - $137
|
24
$1.52K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1- 1.1% |
$75.6 - $137
|
90
$5.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 0.37% |
$75.6 - $137
|
270
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 1.37% |
$151 - $275
|
144
$9.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 0.79% |
$151 - $275
|
250
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 7.41% |
$151 - $275
|
25
$1.58K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 44.44% |
$302 - $549
|
5
$317
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-5- 0.1% |
$378 - $687
|
5K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 2.26% |
$453 - $824
|
259
$16.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-9- 2.62% |
$680 - $1.24K
|
335
$21.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 76.92% |
$756 - $1.37K
|
3
$190
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-10- 15.38% |
$756 - $1.37K
|
55
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 44.44% |
$907 - $1.65K
|
15
$950
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12- 0.66% |
$907 - $1.65K
|
1.81K
$115K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-15- 18.07% |
$1.13K - $2.06K
|
68
$4.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-16- 0.64% |
$1.21K - $2.2K
|
2.5K
$158K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-17- 89.47% |
$1.28K - $2.33K
|
2
$127
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17- 4.39% |
$1.28K - $2.33K
|
370
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24- 46.15% |
$1.81K - $3.3K
|
28
$1.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 0.83% |
$1.96K - $3.57K
|
3.09K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-30- 0.2% |
$2.27K - $4.12K
|
15K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-31- 0.47% |
$2.34K - $4.26K
|
6.57K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-32- 0.31% |
$2.42K - $4.39K
|
10.4K
$657K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-33- 80.49% |
$2.49K - $4.53K
|
8
$507
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-39Closed |
$2.95K - $5.36K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-39- 48.75% |
$2.95K - $5.36K
|
41
$2.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-41- 31.06% |
$3.1K - $5.63K
|
91
$5.76K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-42- 28.0% |
$3.17K - $5.77K
|
108
$6.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 13.87% |
$3.25K - $5.91K
|
267
$16.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 63.77% |
$3.32K - $6.04K
|
25
$1.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-46- 57.5% |
$3.48K - $6.32K
|
34
$2.15K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-54- 2.75% |
$4.08K - $7.42K
|
1.91K
$121K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-63- 0.62% |
$4.76K - $8.65K
|
10.2K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-64- 11.74% |
$4.84K - $8.79K
|
481
$30.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-77- 9.75% |
$5.82K - $10.6K
|
713
$45.1K
|