institutional investment
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Sumitomo Mitsui DS Asset Management increased its stake in Exxon Mobil by acquiring an additional 9,873 shares during the third quarter. The institutional investor now holds a total of 716,642 shares....
HB Wealth Management LLC increased its holdings of Martin Marietta Materials Inc stock by 78.5% during the third quarter, according to recent SEC filings. The institutional investor now holds a total ...
Ferguson Wellman Capital Management Inc. increased its holdings in State Street Corporation (STT) by 1.3% during the third quarter, upping its ownership of the company's stock to 1,141,261 shares foll...
Railway Pension Investments Ltd increased its shareholding in GoDaddy Inc. by 112% during the third quarter through a purchase of 23,300 additional shares, bringing their total holdings to 44,100 shar...
HM Payson & Co. reduced its holdings in Alphabet Inc. by selling 19,708 shares in the third quarter, resulting in a new total ownership of 1,212,629 shares which represents approximately 4.2% of their...
In the third quarter, Pacer Advisors Inc. purchased a new stake in Paramount Skydance Corporation, acquiring 43,680 shares with an estimated value of $826,000. This buy is detailed in their latest SEC...
In the third quarter, Copeland Capital Management LLC decreased its holdings of Costco Wholesale Corporation (NASDAQ:COST) by 24.7%, selling 3,940 shares and retaining ownership of 12,038 shares....
Calamos Wealth Management LLC increased its holdings in Prologis, Inc. by purchasing an additional 29,983 shares during the third quarter, raising its total stake to 138,742 shares....
Forefront Wealth Partners LLC has acquired new holdings totaling 11,493 shares of the Franklin U.S. Mid Cap Multifactor Index ETF (Ticker: FLQM) during the third quarter. The investment is valued at a...
Boston Trust Walden Corp decreased its holdings of ConocoPhillips shares by 19.2% during the third quarter. The reduction involved selling 77,272 shares, leaving the institutional investor with 326,19...
Oliver Luxxe Assets LLC acquired a new stake in Materion Corporation (NYSE:MTRN) during the third quarter with the purchase of 13,852 shares worth approximately $1.67 million as reported in their Form...
SG Americas Securities LLC reduced its shareholding in Quest Diagnostics Inc by 46.4% during the third quarter, decreasing holdings from an initial amount to 22,622 shares after selling 19,597 shares....
VIRGINIA RETIREMENT SYSTEMS ET Al increased their stake in NVIDIA Corporation by 0.6% in the third quarter, acquiring an additional 31,400 shares, resulting in a total of 5,312,390 shares....
During the third quarter, Comprehensive Financial Consultants Institutional Inc. sold 3,732 shares of iShares S&P 100 ETF (NYSEARCA: OEF), reducing its holdings by 58.6%. After the sale, the firm reta...
Sonoma Allocations LLC purchased 2,117 shares of Visa Inc., valued at approximately $710,000, during the third quarter, as reported to the Securities and Exchange Commission. This marks a new investme...
Generali Asset Management SPA SGR decreased its holdings of The Charles Schwab Corporation by 16.4% in the third quarter, selling 20,462 shares to maintain a position of 104,264 shares as per their re...
Sapient Capital LLC reduced its holdings in Chevron Corporation (NYSE: CVX) by selling 9,921 shares during the third quarter. Post sale, the institutional investor held 292,700 shares....
GRIMES & Co Wealth Management LLC increased its holdings in International Business Machines (IBM) by 24.9% during the third quarter, according to a recent SEC filing. The firm now owns 20,085 shares o...
Legacy Trust increased its holdings of iShares Core S&P 500 ETF (IVV) during the third quarter by adding 1,423 shares. This purchase raises their total ownership to 37,407 shares. The information is b...
The New York State Teachers Retirement System increased its stake in Dell Technologies Inc. by purchasing an additional 18,202 shares during the third quarter, raising its total holdings to 254,672 sh...
In Q3 2023, the New York State Teachers Retirement System increased its Howmet Aerospace (NYSE:HWM) stock holdings by 1.0%, totaling 332,924 shares....
SG Americas Securities LLC increased its holdings of Atmos Energy Corporation's stock by 206.8% during the third quarter, raising its ownership to 26,925 shares with an additional purchase of 18,148 s...
Caldwell Trust Co increased its holdings in iShares Core S&P 500 ETF (IVV) by 7.9% during the third quarter, with a total of 28,671 shares after acquiring an additional 2,095 shares....
In the third quarter, Ferguson Wellman Capital Management Inc. purchased 2,222 shares of Rockwell Automation, Inc., valued at approximately $777,000, according to a recent disclosure with the SEC....
HB Wealth Management LLC increased its stock position in Visa Inc. by 7.1% during the third quarter, according to their most recent SEC filing. The institutional investor now holds 194,498 shares of V...
Merit Financial Group LLC increased its holdings in the Dimensional US Core Equity Market ETF (DFAU) by adding 13,730 shares during the third quarter. This represents an 88.6% increase from their prev...
Daymark Wealth Partners LLC increased its holdings of Procter & Gamble stock during the third quarter by acquiring an additional 9,995 shares. The total number of shares held now amounts to 489,261....
Harbor Capital Advisors Inc. increased its holdings of Apple Inc. stocks by 2.7% during the third quarter, as detailed in their latest 13F filing with the SEC. They now own 82,411 shares after purchas...
Institutional investor Ninety One UK Ltd increased its stake in Exxon Mobil Corporation by 2.2% during the third quarter, purchasing an additional 56,551 shares and bringing their total position to 2,...
apricus wealth LLC reduced its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by selling 5,000 shares in the third quarter as reported to the Securities and Exchange Commission. Currently, the i...
In the third quarter, Diversified Trust Co increased its holdings in Eli Lilly & Co by 16.4%, adding an additional 2,758 shares to bring their total ownership to 19,592 shares....
In the third quarter, Ayrshire Capital Management LLC decreased its stock position in Mastercard Inc. by 8.2%, reducing its holdings to 11,797 shares after selling 1,049 shares....
Ascent Group LLC increased its holdings in Mastercard Inc by purchasing an additional 4,212 shares during the third quarter, resulting in a total ownership of 28,190 shares. This represents a 17.6% in...
Diversified Trust Co increased its holdings in GE Aerospace shares on NYSE-GE by 21.3% during the third quarter through additional purchases of 5,625 shares, raising its total to 32,021 shares....
Ergawealth Advisors Inc. increased its持股比例，在第三季度通过购买额外的131,412股，将其在Capital Group核心股票ETF（代码：NYSEARCA: CGUS）中的股份增加到165,554股。此信息来自该公司向美国证券交易委员会提交的最近年度13F表格文件。...
Permanent Capital Management LP purchased 27,651 shares of Aramark (NYSE: ARMK) in the third quarter, with a total value of approximately $1 million. The company has disclosed this information through...
Cadinha & Co. LLC has substantially increased its stake in W.W. Grainger Inc. (NYSE: GWW) during the third quarter, as reported via a filing with the SEC. Their holdings now include 14,447 shares of t...
Sumitomo Mitsui DS Asset Management Company Ltd increased its stock position in Kenvue Inc. by 27.1% during the third quarter, acquiring an additional 66,192 shares to reach a total of 310,686 shares....
OMNI 360 Wealth Inc. reported a significant reduction in its Amazon.com holdings by 77.9% during the third quarter. The institutional investor now owns 1,384 shares of AMZN after selling 4,886 shares....
Econ Financial Services Corp has acquired 19,172 shares of Airbnb, Inc.'s stock during the third quarter, totaling approximately $2,328,000. This information was disclosed through a recent filing with...
Permanent Capital Management LP purchased new shares worth approximately $670,000 in Deere & Company during the third quarter, according to a 13F filing with the SEC. The investment includes 1,461 sha...
Permanent Capital Management LP has newly acquired a position of 6,300 shares in BWX Technologies, Inc., with an estimated value of approximately $1,162,000, according to their recent filing with the ...
Permanent Capital Management LP has acquired a new position in the Invesco S&P 500 Equal Weight ETF (NYSEARCA: RSP) during the third quarter. According to the firm's latest 13F filing with the SEC, th...
Burns Matteson Capital Management LLC acquired 3,617 new shares of Expeditors International of Washington, Inc., valued at approximately $443,000, during the third quarter as disclosed in their most r...
Farther Finance Advisors LLC reduced its holdings of Accenture PLC by 12.3% during the third quarter by selling 2,849 shares, leaving it with a position of 20,222 shares....
In the third quarter, Brookstone Capital Management reduced its stock position in Advanced Micro Devices Inc by 46%, selling 94,386 shares and retaining ownership of 110,694 shares....
During the third quarter, Crew Capital Management Ltd increased its holdings in The Procter & Gamble Company by purchasing an additional 6,661 shares. This brings their total ownership to 47,531 share...
Garrison Point Advisors LLC increased its holdings in Meta Platforms (META) by 94.1% during the third quarter, as reported to the SEC through a Form 13F filing. The firm now owns 8,799 shares of META ...
GRIMES & Co Wealth Management LLC decreased its holdings in Incyte Corporation by selling 16,883 shares during the third quarter. As a result, the institutional investor now owns 163,132 shares....
Trilogy Capital Inc. increased its shareholding in Eli Lilly and Company by 11.9% during the third quarter through a purchase of an additional 499 shares, bringing their total ownership to 4,686 share...