institutional investment
117 articles • Page 2 of 3
Institutional investor Heck Capital Advisors LLC increased its ownership of the iShares Core S&P 500 ETF (IVV) by purchasing an additional 13,012 shares in Q3, bringing their total holdings to 283,481...
CWA Asset Management Group LLC has increased its stake in Alphabet Inc., purchasing an additional 3,444 shares in the third quarter, leading to a total of 157,143 shares according to their most recent...
During the third quarter, Farnam Financial LLC raised its holding of the Invesco BulletShares 2028 Corporate Bond ETF (BSCS) by 26.2%. This increase resulted from an additional acquisition of 46,103 s...
Elk River Wealth Management LLC has increased its holdings of Intercontinental Exchange Inc. (NYSE:ICE) shares by 44.4% during the third quarter, as reported in their recent SEC filing. The firm now h...
Institutional investor Duncker Streett & Co. Inc. increased its holding of AbbVie Inc. by 17.7% in the third quarter, adding 10,721 shares to raise its total持股至71,277股。...
During the third quarter, Clear Harbor Asset Management LLC increased its holdings in Everest Group, Ltd. by 9.2%, adding an additional 1,517 shares to reach a total ownership of 17,942 shares....
Clear Harbor Asset Management LLC reduced its shareholding in Wells Fargo & Co by selling 15,925 shares in the third quarter. Following this transaction, the institutional investor now holds 31,168 sh...
In the third quarter, Ninety One UK Ltd decreased its holdings in Broadcom Inc., a semiconductor manufacturer, by selling 344,912 shares. Despite the sale, Broadcom still comprises approximately 2.7% ...
Financial Consulate Inc. has acquired a new position of 7,716 shares in Alphabet Inc., valued at approximately $1.879 million, during the third quarter as per their latest disclosure with the Securiti...
Hofer & Associates Inc has acquired a new stake in Alphabet Inc., purchasing 1,700 shares with an approximate value of $414,000 during the third quarter....
D.A. Davidson & CO. increased its holdings in Walmart Inc. by 2.5% in the third quarter, adding 10,781 shares to bring its total to 445,638 shares....
CWA Asset Management Group LLC increased its holdings in Adobe Inc. by 334.9% during the third quarter, acquiring an additional 7,039 shares to total ownership of 9,141 shares as per SEC filings....
Merit Financial Group LLC increased its holdings of Nasdaq Inc. (NDAQ) shares by 65.9% in the third quarter as per its latest 13F filing with the SEC. The institutional investor now owns 13,645 shares...
Hamilton Capital Partners LLC decreased its holdings of Microsoft Corporation's stock by 11.1% during the third quarter, reducing its ownership from previously held shares to a total of 36,013 shares ...
Eagle Strategies LLC increased its holdings of iShares Core S&P 500 ETF (IVV) by purchasing an additional 4,083 shares in the third quarter. The total number of shares now owned stands at 19,102....
Davis Capital Management bought new shares of iShares Core S&P 500 ETF (ticker: IVV) during the third quarter. The institutional investor acquired 867 shares, worth approximately $580,000, accordi...
Global Retirement Partners LLC reduced its holdings in Eli Lilly and Company by selling 2,706 shares in the third quarter, decreasing their total stock ownership to 18,023 shares....
Spreng Capital Management Inc. increased its holdings of Invesco QQQ (NASDAQ: QQQ) by 55.2% during the third quarter, adding 848 shares to bring their total ownership to 2,384 shares....
During the third quarter, Penobscot Investment Management Company Inc. increased its holdings in Eli Lilly and Company by 14.5%, acquiring an additional 1,509 shares, resulting in total ownership of 1...
During Q3 2023, Generali Asset Management SPA SGR significantly increased its stake in C.H. Robinson Worldwide by purchasing an additional 16,354 shares, raising total holdings to 17,528 shares....
Rainier Family Wealth Inc. increased its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 8.3% in the third quarter of the year. The institutional investor increased their stock ownership to 45,846 sh...
Ethic Inc., an institutional investor, acquired a new stake in Encompass Health Corporation by purchasing 10,017 shares in the third quarter according to recent filings with the SEC. The total valuati...
Osaic Holdings Inc. substantially increased its holdings in Fidelity Corporate Bond ETF (NYSEARCA: FCOR) by 634.2% in the second quarter, adding another 23,834 shares to its portfolio, making it the o...
Davidson Trust Co. reduced its holdings in shares of McDonald’s Corporation by selling 16,787 shares in the third quarter. The institutional investor now owns 3,340 shares of the fast-food company....
In its recent 13F filing with the SEC, Diversified Trust Co reported a significant increase (211.5%) in its holdings of HF Sinclair Corporation's stock to 45,509 shares, following the purchase of an a...
In the third quarter, Brendel Financial Advisors LLC significantly increased its stake in Illinois Tool Works Inc., a New York Stock Exchange-listed company, by purchasing an additional 12,954 shares....
Calamos Advisors LLC acquired 1,146,015 shares in TEGNA Inc. during the third quarter, adding a new position to its portfolio with an investment worth about $23,298,000. As a result of this transactio...
Chemung Canal Trust Co. increased its holding in Merck & Co., Inc. by purchasing an additional 13,285 shares during the third quarter, raising its total holdings to 76,338 shares....
Bricktown Capital LLC increased its holdings in the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 72.1% in Q3 2023, purchasing an additional 206,000 shares, bringing their total ownership to 491,750 s...
Burney Co. reduced its shareholding in Roper Technologies Inc (ROP) by 60.3% during the third quarter of this year, selling 1,549 shares and retaining 1,018 shares according to SEC filings....
Diversified Trust Co increased its holdings in PPG Industries Inc (NYSE: PPG) shares by 18.8% during the third quarter by acquiring an additional 8,713 shares, making their total ownership stand at 54...
In its recent filing with the Securities and Exchange Commission, Diversified Trust Co reported an increased stake in Chubb Limited (NYSE:CB) for the third quarter by 4.3%, following the purchase of a...
Ergawealth Advisors Inc decreased its holdings of the NASDAQ-listed First Trust Rising Dividend Achievers ETF (RDVY) by 36% in Q3, offloading 97,766 shares and retaining ownership of 173,824 shares....
Permanent Capital Management LP has acquired 52,303 shares of Golar LNG Limited's stock, valued at approximately $2,114,000, according to recent SEC filings. This purchase marks the establishment of a...
During the third quarter, Granite Bay Wealth Management LLC decreased its holdings in Alphabet Inc. by selling 3,366 shares, reducing its ownership to 35,349 shares. This information was disclosed thr...
Valley National Advisers Inc. significantly reduced its holdings in Sysco Corporation (SYY) stocks by 95.8% during the third quarter, as stated in their recent Securities and Exchange Commission filin...
Deprince Race & Zollo Inc. reduced its shareholding in Parker-Hannifin Corporation by 10% during the third quarter, after selling 5,806 shares and now owning 52,376 shares....
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by purchasing an additional 4,206 shares. They now own a total of 36,266 sha...
During the third quarter, Deprince Race & Zollo Inc. increased its holdings in Weyerhaeuser Company (WY) by purchasing an additional 56,901 shares, bringing their total stake to 1,097,609 shares....
Deprince Race & Zollo Inc. reduced its shareholding in Enersys (NYSE: ENS) during the third quarter through a sale of 50,393 shares, reducing their ownership to 1,042,865 shares as reported to the Sec...
In the third quarter, Ellsworth Advisors LLC acquired 4,044 shares of McDonald’s Corporation, valued around $1.235 million, according to a recent SEC filing. The move indicates the firm’s growing inte...
Ellsworth Advisors LLC acquired 36,464 shares of Vertiv Holdings Co. during the third quarter, valuing their holdings at about $5.5 million. Other institutional investors also altered their positions ...
Dragoneer Investment Group LLC significantly increased its investment in Duolingo by purchasing an additional 1,208,346 shares during the third quarter. This increase brought their total holdings to 1...
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
Blue Zone Wealth Advisors LLC increased its holdings in Salesforce Inc. by 43% during the third quarter of the fiscal year, according to a recent filing with the Securities and Exchange Commission. Th...
In the third quarter, Brookstone Capital Management increased its stake in The Home Depot (NYSE:HD) shares by purchasing an additional 2,813 shares, leading to a total of 34,547 shares owned....
DAVENPORT & Co LLC reduced its holdings in S&P Global Inc by selling 1,173 shares in the third quarter, bringing their ownership to 16,867 shares....
Canoe Financial LP reduced its holdings in Range Resources Corporation by selling 654,400 shares during the third quarter, leaving it with 1,391,309 shares....
Axos Invest Inc. has recently purchased 17,589 shares of the Vanguard S&P 500 ETF (NYSEARCA: VOO) during the third quarter, with an approximate total value of $10,771,000 according to their latest SEC...
The Oregon Public Employees Retirement Fund increased its holdings of Veralto Corporation's stock by 32.6% in the third quarter, buying an additional 6,972 shares to reach ownership of 28,383 shares w...