institutional investor
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Osaic Holdings Inc increased its holdings in Power Solutions International Inc (NASDAQ:PSIX) by purchasing an additional 22,637 shares in the second quarter, resulting in a total holding of 44,759 sha...
GRIMES & Co Wealth Management LLC has reduced its holdings of Medtronic PLC (NYSE:MDT) by selling 16,083 shares in the third quarter, leaving a total holding of 189,742 shares with an estimated value ...
Nisa Investment Advisors LLC reduced its holdings in Teledyne Technologies Incorporated by 30.7% during the third quarter as disclosed in a recent SEC filing....
WestEnd Advisors LLC increased its holdings in S&P Global Inc. by 1,139,914.3% in the third quarter, acquiring an additional 79,794 shares to own a total of 79,801 shares valued at $38.84 million....
In the 3rd quarter, Leslie Global Wealth LLC reduced its holding of SPDR Portfolio Developed World ex-US ETF by selling 21,867 shares to hold a total of 232,319 shares valued at $9.94 million....
In the third quarter, Boston Trust Walden Corp reduced its holdings of M&T Bank Corporation stock by 83.3%. It now owns 8,170 shares after selling 40,842 shares....
Institutional investor Mad River Investors has increased its holdings in Amazon (NASDAQ:AMZN) by purchasing 3,400 shares valued at approximately $747,000 during the third quarter. This investment now ...
Everpar Advisors LLC has significantly increased its holdings of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in the third quarter, raising ownership to 73,167 shares after acquiring an additio...
DAVENPORT & Co LLC increased its shareholding in Waste Management Inc (WM) on the NYSE by 21.4% during Q3, as reported to the SEC. The investment firm now owns 64,039 shares following a purchase of ad...
Forefront Wealth Partners LLC has purchased 501,000 shares of NextNRG Inc., valued at about $917,000, establishing a new position during the third quarter. This now represents approximately 0.4% of Ne...
First Horizon Corp has acquired a new position in the Vanguard S&P 500 ETF (VOO) during the third quarter with an investment of approximately $3.1 million in 5,065 shares....
Citizens Financial Group Inc. RI Acquires 131,254 Shares of JPMorgan Ultra-Short Municipal ETF $JMST
Citizens Financial Group Inc., an institutional investor, significantly increased its holdings in the JPMorgan Ultra-Short Municipal ETF (symbol: JMST) by purchasing 131,254 additional shares during t...
GRIMES & Co Wealth Management LLC increased its stake in Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA: FDIS) by 1,511.6% during the third quarter. The firm's ownership of the company's sto...
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in DexCom Inc by selling 17,554 shares, decreasing their share count to 116,500. This reduction occurred during the third quarter....
Smith Salley Wealth Management increased its stake in NVIDIA by 1.3% in the third quarter, purchasing an additional 10,399 shares to hold a total of 808,419 shares....
Robeco Institutional Asset Management B.V. decreased its ownership of Qfin Holdings Inc. stock by 20.2% in the third quarter, reducing holdings to 179,014 shares after selling 45,253 shares....
Geneos Wealth Management Inc. reduced its holdings in HCA Healthcare by selling 3,136 shares during the third quarter, resulting in ownership of 861 shares as per their latest SEC filing....
HB Wealth Management LLC increased its holdings in Tesla Inc. by 17.2% in Q3, purchasing an additional 14,597 shares to reach a total of 99,365 shares....
Brown Shipley & Co Ltd reduced its holdings in NVIDIA Corporation by selling 3,667 shares in the third quarter, resulting in an ownership total of 151,497 shares....
Dock Street Asset Management Inc. decreased its holdings of Fair Isaac Corporation's stock by 3.1% in the third quarter through the sale of 464 shares, thereby reducing ownership to 14,545 shares....
During the third quarter, E Fund Management Hong Kong Co. Ltd. increased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by 8.9%, raising its total share count to 34,693 shares....
CoreCap Advisors LLC increased its holdings of Seagate Technology Holdings' shares by purchasing an additional 5,239 shares in the third quarter, resulting in a total ownership of 6,360 shares as per ...
Clear Harbor Asset Management LLC reduced its holdings of Roper Technologies Inc's shares by 3.1% during the third quarter, as detailed in their latest Form 13F filing with the SEC. The firm now owns ...
Railway Pension Investments Ltd reported a 17.8% increase in its shareholding of Autodesk Inc during the third quarter following an additional purchase of 5,500 shares....
Railway Pension Investments Ltd increased its stake in Motorola Solutions Inc. (MSI) by purchasing an additional 6,100 shares during the third quarter. This resulted in ownership of 101,400 MSI shares...
Leslie Global Wealth LLC acquired a new position in the Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) during Q3. The investment firm purchased 522,167 shares of the fund, which is valued at about $26,5...
Institutional investor Daymark Wealth Partners LLC reduced its stake in Pfizer Inc. by selling 52,529 shares during the third quarter. This sale led to an adjusted ownership position of 175,685 shares...
In its latest filing with the SEC, Generali Asset Management SPA SGR reported an increase of 1.7% in its holdings of Visa Inc. stock during the third quarter, acquiring an additional 2360 shares to re...
Ninety One UK Ltd reduced its holding in Johnson & Johnson by 5.4% in the third quarter, selling 376,048 shares to retain ownership of 6,640,116 shares....
Altus Wealth Group LLC increased its holdings of Invesco’s S&P 500 Momentum ETF (SPMO) by 4.7% in the third quarter, according to a filing with the SEC. The firm now holds 137,743 shares after acquiri...
Ethic Inc. reduced its stake in Packaging Corporation of America by 42.4% during the third quarter, selling 3,839 shares and retaining 5,217 shares....
Financial Consulate Inc., an institutional investor, made a new investment in Merck & Co., purchasing 8,867 shares during the 3rd quarter with an estimated value of $744,000, as reported to the Securi...
Ethic Inc increased its holdings in Broadcom Inc by purchasing an additional 14,244 shares in the third quarter. This resulted in a total ownership of 343,583 shares....
Discipline Wealth Solutions LLC increased its holdings in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 276.2% during the third quarter, buying additional shares to total 22,129 as per rec...
Financial Consulate Inc., an institutional investor, has increased its holdings in Danaher Corporation DHR by purchasing 3,753 shares worth about $744,000 during the third quarter....
Dupont Capital Management Corp reduced its holding of Mastercard Incorporated stock by selling 1,438 shares in the third quarter, resulting in owning 44,278 shares overall....
Calamos Wealth Management LLC increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA: IVV) by purchasing an additional 2,551 shares during the third quarter. The total stake now amounts to 2...
Apollon Wealth Management LLC increased its holdings of Broadcom Inc.'s shares on NASDAQ by 1.1% in the third quarter. They now own 264,971 shares after purchasing an additional 2,946 shares....
During the third quarter, Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, increased its holdings in The Home Depot (NYSE:HD) by purchasing 8,563 shares, according to...
Institutional investor Cushing Asset Management LP, operating under the name NXG Investment Management, increased its stake in General Electric's energy division, GE Vernova Inc., by purchasing an add...
Institutional investor Diversified Trust Co increased its shareholding in General Dynamics Corp by 31.5% during the third quarter, adding an additional 2,309 shares to their holdings which now total 9...
Calamos Wealth Management LLC acquired 1,003,595 shares of VictoryShares Core Intermediate Bond ETF (UITB) during the third quarter, valued at approximately $47.69 million....
Calamos Advisors LLC reduced its holdings in Fiserv Inc. by selling 94,155 shares during the third quarter, leaving it with 118,484 shares. The sale represents a decrease of 44.3% from its previous ho...
Clark Asset Management LLC increased its investment in Invesco QQQ by purchasing an additional 2,479 shares during the third quarter. The institution now holds 10,863 shares of the ETF. This change is...
Farmers & Merchants Investments Inc. reduced its holdings of Amphenol Corporation by 6.5% during the third quarter by selling 24,767 shares, resulting in an ownership of 355,321 shares....
Copeland Capital Management LLC has recently purchased 125,733 shares of AptarGroup, Inc., valued at approximately $16,806,000, during the third quarter. This acquisition is reported in their latest F...
Ergawealth Advisors Inc. reduced its holdings in the iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by selling 2,911 shares in Q3. The firm now possesses 1,450 shares of the ETF's stock....
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Meyer Handelman Co. reduced its stock holdings in The Home Depot Inc. by selling 5,425 shares in the third quarter, as reported in a recent Form 13F filing with the SEC. After this transaction, Meyer ...