institutional investor
141 articles • Page 3 of 3
Schulz Wealth LTD acquired shares worth approximately $1.37 million in Innovator U.S. Equity 10 Buffer ETF (ZALT) during the third quarter of the year....
VERITY Wealth Advisors减持了iSharesExponentialTechnologiesETF（代码：XT）的7,479股，持股比例从原持有量下降63.5%至持有4,301股。这是根据提交给美国证券交易委员会最近一份13F文件中显示的内容，在第三季度进行了上述股票交易操作。...
Boston Trust Walden Corp increased its holdings of Badger Meter Inc.'s stock by 43.7% during the third quarter as per its latest filing with the SEC....
Greenwood Capital Associates LLC reduced its holdings in Oracle Corporation by selling 28,539 shares in the third quarter, thus holding only 14,898 shares. This reduction represents a decrease of 65.7...
Sowell Financial Services LLC increased its holdings in Newmont Corporation by acquiring an additional 12,201 shares in the third quarter. The total shares held now amount to 29,637....
Generali Investments CEE Investment Company reduced its holdings in NVIDIA Corporation by 10.0% during the third quarter by selling 15,489 shares. The company now owns 139,407 shares of NVIDIA....
Osaic Holdings Inc. increased its stake in Yum China (YUMC) by 34.2% during the second quarter, according to its latest SEC filing. The company reported owning 55,204 shares after acquiring an additio...
Osaic Holdings Inc. increased its holdings in iShares MSCI Japan Value ETF (NASDAQ: EWJV) by purchasing an additional 17,506 shares in the second quarter. This represents a 31.8% increase from previou...
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
Osaic Holdings Inc. increased its holdings of JPMorgan BetaBuilders Europe ETF (BATS: BBEU) by 196.9% in the second quarter, adding 24,871 shares to a total holding of 37,505 shares....
In the third quarter, Carnegie Investment Counsel acquired 38,904 shares in Synopsys, Inc. (NASDAQ: SNPS), with a total value of approximately $19,195,000. This new stake is detailed in their most rec...
In the third quarter of 2022, Burney Co., an institutional investor, reduced its shareholding in UnitedHealth Group Incorporated (NYSE:UNH) by selling 21.6% of its previous holdings, amounting to a sa...
Carnegie Investment Counsel increased its stake in SoundHound AI Inc (NASDAQ:SOUN) during the third quarter through additional purchases of 164,725 shares, raising its total holdings to 1,363,405 shar...
Osaic Holdings Inc. increased its holdings in Lamb Weston's (NYSE: LW) stock by 77.2% during the second quarter through an additional purchase of 25,095 shares, bringing its total ownership to 57,590 ...
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Fulton Breakefield Broenniman LLC increased its holdings in the Vanguard FTSE Developed Markets ETF (VEA) by 5.9% during the third quarter, adding an additional 45,115 shares, according to a recent SE...
Busey Bank reduced its holdings of Merck & Co., Inc. by 6.8% in the third quarter, selling 5,837 shares and holding 79,525 shares overall post-sale as reported to the SEC via Form 13F filing....
Canoe Financial LP increased its shareholding in Elevance Health Inc. by 18.1% during the third quarter through an additional purchase of 59,743 shares, bringing the total to 389,399 shares....
Canoe Financial LP decreased its shareholding in Lowe's Companies Inc. by selling 4,800 shares during the third quarter, resulting in a total holding of 86,224 shares....
In the third quarter, Cwm LLC increased its holdings of SPDR Gold Shares by 7.0%, acquiring an extra 24,405 shares to reach a total of 371,613 shares worth approximately $132 million....
Farther Finance Advisors LLC increased its holdings in Boeing (NYSE:BA) by 47.7% in the third quarter of the year. The firm's total stockholdings now include 18,477 shares after purchasing an addition...
DAVENPORT & Co LLC decreased its holdings of Marsh & McLennan Companies Inc. stock during the third quarter by selling 4,168 shares, bringing their total ownership to 98,837 shares....
Brookstone Capital Management increased its holdings of iShares S&P 500 Growth ETF by 4.4% during the third quarter, adding 9,499 shares to reach a total holding of 224,389 shares....
Centerline Wealth Advisors LLC increased its holdings in the iShares 20+ Year Treasury Bond ETF by purchasing an additional 6,814 shares during the third quarter. The total ownership amount stands at ...
Brookstone Capital Management increased its share ownership of iShares S&P 500 Value ETF (IVE) in the third quarter by purchasing an additional 8,498 shares, raising its total holdings to 107,094 shar...
Institutional investor Oliver Luxxe Assets LLC acquired 30,913 shares in TriMas Corporation during the third quarter, bringing its valuation to approximately $1.2 million as reported through a recent ...
Farnam Financial LLC reduced its holdings of Schwab US Large-Cap ETF (symbol: SCHX) by 9.2% during Q3, selling off 52,675 shares but still owning a total of 520,427 shares....
CX Institutional boosted its holdings of Invesco QQQ ETF (NASDAQ:QQQ) by purchasing an additional 934 shares in the third quarter, increasing their stake to 3,022 shares....
Generali Asset Management SPA SGR increased its stake in MetLife Inc. by 35% in the third quarter through additional purchases of 7,272 shares, bringing their total holdings to 28,075 shares....
Asset Management One Co. Ltd. increased its holdings in QUALCOMM Incorporated by 1.2% during the third quarter, adding 5,783 shares to reach a total of 488,160 shares valued at approximately $81.21 mi...
Discipline Wealth Solutions LLC Takes $717,000 Position in Dimensional U.S. Targeted Value ETF $DFAT
Discipline Wealth Solutions LLC acquired 12,314 shares of Dimensional U.S. Targeted Value ETF (NYSEARCA: DFAT) during the third quarter as per its latest filing with the SEC, worth approximately $717,...
Diversified Trust Co increased its holdings in The Goldman Sachs Group by 14.7% during the third quarter, according to their latest filing with the SEC. The institution now owns 16,326 shares after pu...
Security National Bank of Sioux City, Iowa has reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 38.7% during the third quarter. After this reduction, the bank now owns 7,084 shares....
Canoe Financial LP reduced its holdings of Aon plc (NYSE:AON) during the 3rd quarter by selling 7,600 shares and now owns a total of 79,229 shares....
First Horizon Corporation has acquired a new stake of 11,151 shares in the iShares Select Dividend ETF during Q3, with each share valued at an estimated $142. The total investment amounts to approxima...
During the 3rd quarter, Merit Financial Group LLC reduced its holdings in First Trust Growth Strength ETF (FTGS) by selling 19,221 shares, leaving it with 32,327 shares. This represents a decrease of ...
In the third quarter, Diversified Trust Co increased its stock holdings in Mastercard by acquiring an additional 3,696 shares, bringing its total ownership to 25,698 shares....
Carnegie Investment Counsel increased its shareholding in Donaldson Company Inc (NYSE:DCI) by 2.3% in the third quarter by acquiring an additional 8,065 shares, leading to total ownership of 354,320 s...
Canoe Financial LP significantly increased its holdings of Roper Technologies shares by 2,996.9% during the third quarter, according to SEC filings, now owning a total of 238,584 shares after purchasi...
The New York State Teachers Retirement System decreased its holdings of Fortinet Inc.'s stock by selling 14,234 shares in the third quarter, reducing its overall position by 2.3%. The firm now holds 6...
In the third quarter, Diversified Trust Co reduced its holdings of Vanguard Growth ETF (VUG) by selling 6,077 shares. As a result, Diversified Trust's total ownership in VUG decreased to 7,318 shares....