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Get Institutions for : 
Enphase Energy, Inc. (ENPH)  
$112.36 2.57 (2.23%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 712    85
Total shares held : 
97,514,069  
% of shares held : 
77.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -132  
Amount of shares held : 
2,864,048  
% of shares held change : 
  2.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$116.84  
Last Quarter's Ending Price : 
$132.14  
Last Quarter's Average Price
$106.06  
Change from last quarter's     
avg. price to the last closing  : 
6.30 (5.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 3,411,846
 3.5%
 
Increased Positions :
248
 13,566,424
 13.91%
 
Unchanged Positions :
104
 749,651
 0.77%
 
Decreased Positions :
295
-9,759,858
-10.01%
 
Closed Positions :
150
-4,354,364
-4.47%
 
Guru Positions :
1
72,300
 0.07%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   National Pension Service 366 - 2023-12-31 229,948 $30,385,000 0
   LIBERTY WEALTH MANAGEMENT LLC 8 - 2024-03-31 115,267 $13,945,000 0
   Allspring Global Investments Holdings LLC 686 - 2024-03-31 108,674 $13,147,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 78,077 $9,446,000 0
   Exor Investments (UK) LLP 31 - 2023-12-31 39,918 $5,275,000 0
   USS Investment Management Ltd 401 - 2023-12-31 34,397 $4,546,000 0
   TB ALTERNATIVE ASSETS LTD. 26 - 2024-03-31 29,700 $3,593,000 0
   BlueDrive Global Investors LLP 11 - 2024-03-31 22,443 $2,715,000 0
   VIKING FUND MANAGEMENT LLC 70 - 2024-03-31 22,000 $2,662,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 20,250 $2,450,000 0
   Achmea Investment Management B.V. 329 - 2023-12-31 14,493 $1,915,000 0
   ANNEX ADVISORY SERVICES, LLC 105 - 2024-03-31 15,000 $1,815,000 0
   ALASKA RETIREMENT MANAGEMENT BOARD 740 - 2024-03-31 14,754 $1,784,000 0
   Legato Capital Management LLC 198 - 2024-03-31 11,670 $1,412,000 0
   Gulf International Bank (UK) Ltd 423 - 2024-03-31 11,359 $1,374,000 0
   Aquila Investment Management LLC 43 - 2024-03-31 10,000 $1,210,000 0
   CIM INVESTMENT MANGEMENT INC 44 - 2023-12-31 8,918 $1,178,000 0
   Maryland State Retirement & Pension System 594 - 2024-03-31 10,291 $1,142,000 0
   LEAVELL T & ASSOCIATES INC 299 - 2024-03-31 6,016 $728,000 0
   AMERICAN TRUST CO 46 - 2023-12-31 4,620 $610,000 0
   Intrinsic Edge Capital Management LLC 93 - 2023-12-31 4,000 $529,000 0
   Freemont Management S.A. 76 - 2023-12-31 3,900 $515,000 0
   AustralianSuper Pty Ltd 220 - 2024-03-31 4,285 $507,000 0
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 43 - 2024-03-31 4,068 $496,000 0
   Sweet Financial Partners LLC 135 - 2024-03-31 3,500 $423,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 830 - 2023-12-31 3,200 $423,000 0
   626 Financial LLC 69 - 2024-03-31 3,309 $400,000 0
   Synergy Financial Group LTD 47 - 2023-12-31 3,000 $396,000 0
   Clarus Group Inc. 71 - 2024-03-31 2,891 $350,000 0
   BANCORPSOUTH BANK 269 - 2023-12-31 2,461 $325,000 0
   Maxi Investments CY Ltd 49 - 2023-12-31 2,300 $304,000 0
   DAVIS R M INC 235 - 2023-12-31 2,000 $264,000 0
   Bigelow Investment Advisors LLC 132 - 2023-12-31 2,000 $264,000 0
   Partnership Wealth Management LLC 105 - 2024-03-31 1,545 $187,000 0
   SCBT FINANCIAL CORP 254 - 2023-12-31 1,250 $165,000 0
   Westside Investment Management Inc. 233 - 2024-03-31 1,350 $163,000 0
   Archer Investment Corp 303 - 2023-12-31 650 $86,000 0
   ZRC WEALTH MANAGEMENT LLC 185 - 2024-03-31 650 $79,000 0
   BROWN BROTHERS HARRIMAN & CO 695 - 2023-12-31 462 $61,000 0
   Column Capital Advisors LLC 300 - 2023-09-30 480 $58,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 516 - 2023-12-31 428 $57,000 0
   ALTA ADVISERS LTD 383 - 2024-03-31 400 $48,000 0
   HALL LAURIE J TRUSTEE 174 - 2024-03-31 365 $45,000 0
   KB FINANCIAL PARTNERS LLC 288 - 2023-09-30 309 $37,000 0
   Carmichael Hill & Associates Inc. 354 - 2024-03-31 270 $33,000 0
   Geneos Wealth Management Inc. - 2024-03-31 250 $30,000 0
   VisionPoint Advisory Group LLC 325 - 2023-12-31 200 $26,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 564 - 2022-12-31 100 $26,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 484 - 2024-03-31 200 $24,000 0
   Bogart Wealth LLC 481 - 2024-03-31 200 $24,000 0
   McIlrath & Eck LLC 412 - 2023-12-31 150 $20,000 0
   Arlington Trust Co LLC 342 - 2024-03-31 167 $20,000 0
   OPTIMUM INVESTMENT ADVISORS 465 - 2024-03-31 150 $18,000 0
   AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 23 - 2023-09-30 15,250 $18,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 446 - 2023-06-30 100 $17,000 0
   Sunbelt Securities Inc. 1112 - 2024-03-31 144 $17,000 0
   Atlantic Trust LLC 317 - 2023-12-31 110 $15,000 0
   BALDWIN BROTHERS INC/MA 526 - 2024-03-31 115 $14,000 0
   Ramirez Asset Management Inc. 343 - 2023-12-31 100 $13,000 0
   Tyler-Stone Wealth Management 569 - 2023-12-31 100 $13,000 0
   USCF Advisers LLC 14 - 2024-03-31 100 $12,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 626 - 2024-03-31 91 $11,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 89 $11,000 0
   EverSource Wealth Advisors LLC 1526 - 2023-12-31 85 $11,000 0
   RFP Financial Group LLC 375 - 2023-12-31 83 $11,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 75 $9,000 0
   ARMSTRONG ADVISORY GROUP INC 585 - 2024-03-31 65 $9,000 0
   Strengthening Families & Communities LLC 168 - 2023-12-31 60 $8,000 0
   JJJ Advisors Inc. 745 - 2024-03-31 50 $6,000 0
   Pacifica Partners Inc. 400 - 2024-03-31 50 $6,000 0
   Asset Dedication LLC 792 - 2024-03-31 38 $5,000 0
   CoreFirst Bank & Trust 340 - 2023-12-31 30 $4,000 0
   ANCORA ADVISORS, LLC 1337 - 2023-12-31 30 $4,000 0
   ST GERMAIN D J CO INC 626 - 2024-03-31 35 $4,000 0
   GHP INVESTMENT ADVISORS INC 723 - 2024-03-31 30 $4,000 0
   City State Bank 601 - 2024-03-31 29 $4,000 0
   UMB BANK N A/MO 1434 - 2024-03-31 25 $3,000 0
   Beaird Harris Wealth Management LLC 415 - 2023-12-31 20 $3,000 0
   WETZEL INVESTMENT ADVISORS INC. 752 - 2024-03-31 25 $3,000 0
   BARRETT & COMPANY INC. 518 - 2024-03-31 25 $3,000 0
   DT INVESTMENT PARTNERS, LLC 421 - 2023-12-31 15 $2,000 0
   SALEM INVESTMENT COUNSELORS INC 1024 - 2024-03-31 15 $2,000 0
   Planning Capital Management Corp 587 - 2024-03-31 10 $1,000 0
   HBC Financial Services PLLC 148 - 2023-12-31 15 $1,000 0
   Center for Financial Planning Inc. 544 - 2024-03-31 6 $1,000 0
   SOA Wealth Advisors LLC. 745 - 2024-03-31 10 $1,000 0
   Sachetta LLC 961 - 2024-03-31 9 $1,000 0
   HORRELL CAPITAL MANAGEMENT INC 220 - 2024-03-31 5 $1,000 0
   Coston McIsaac & Partners 561 - 2024-03-31 12 $1,000 0
   NVWM LLC 374 - 2023-12-31 11 $1,000 0
   VALLEY NATIONAL ADVISERS INC 1180 - 2024-03-31 15 $1,000 0
   CAROLINAS WEALTH CONSULTING LLC 958 - 2023-12-31 3 $0 0
   Cornerstone Planning Group LLC 902 - 2023-12-31 2 $0 0
   DHJJ Financial Advisors Ltd. 697 - 2024-03-31 2 $0 0
   WESTEND ADVISORS LLC 212 - 2023-12-31 1 $0 0
   Investors Research Corp 1042 - 2023-12-31 1 $0 0
   Axiom Investment Management LLC 329 *Closed 2022-12-31 0 $0 0
   Cape Investment Advisory Inc. 1181 - 2023-12-31 3 $0 0
   True Wealth Design LLC 799 - 2023-12-31 2 $0 0

  99 Records found
  1    
  Page 1 of 1
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