institutional investors
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Railway Pension Investments Ltd increased its shareholding in AbbVie Inc. by 33% in the third quarter, adding 211,800 shares to reach a total of 853,949 shares....
In its latest 13F filing with the Securities and Exchange Commission, Weatherly Asset Management L. P. reported a reduction of 1.9% in their Alphabet Inc. stock holdings in Q3 by selling 2,049 shares,...
Econ Financial Services Corp increased its investment in United Parcel Service Inc stock by 118.5% during the third quarter. The institutional investor now holds 36,578 shares following an additional ...
Econ Financial Services Corp has established a new stock position in Merck & Co during the third quarter of 2023, acquiring 24,242 shares worth approximately $2.04 million....
During the third quarter, Copeland Capital Management LLC reduced its holdings in Visa Inc. by selling 3,211 shares, leaving it with a total position of 66,389 shares....
Calamos Wealth Management LLC increased its holding of Caterpillar Inc. (NYSE: CAT) by 38% during the third quarter, adding 1,136 shares to a total position of 4,122 shares valued at $1.97 million....
Ergawealth Advisors Inc. decreased its holdings by 35.7% in the third quarter, selling 68,568 shares to own a total of 123,337 shares of FT Vest Rising Dividend Achievers Target Income ETF....
Valley National Advisers Inc. reduced its holdings in Kinder Morgan Inc. by 91.3% during the third quarter, selling off 85,134 shares and retaining only 8,151 shares....
Institutional investor Meyer Handelman Co. increased its shareholding in Visa Inc. by 6.5% during the third quarter of the current year, adding 5,801 shares to reach a total ownership of 95,445 shares...
Sarasin & Partners LLP reduced its holdings of Microsoft (MSFT) by 5.5% during the third quarter, selling off 114,836 shares to be left with a total of 1,984,444 shares. These shares now represent abo...
Bellecapital International Ltd has invested $3.52 million in iShares Gold Trust (IAU) by purchasing 48,430 shares during the third quarter as per their latest SEC filing....
Canoe Financial LP reduced its holdings of Enerflex Ltd., selling 67,998 shares during the third quarter, leaving a total position of 6,163,214 shares....
Farther Finance Advisors LLC increased its holdings of SPDR Portfolio Emerging Markets ETF (SPEM) by 45.5% during Q3, according to a recent SEC filing. Their ownership rose to 58,564 shares due to an ...
Canoe Financial LP decreased its holdings in Hilton Worldwide Holdings Inc. by selling 6,086 shares during the third quarter, resulting in a total of 50,987 shares owned....
Cwm LLC reduced its holdings of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the third quarter, reducing ownership to 4,798,004 shares after selling 443,395 shares....
First PREMIER Bank increased its shareholding in Vanguard Growth ETF (VUG) during the third quarter by acquiring 2,878 additional shares, raising its total holdings to 22,726 shares. This represents a...
Curbstone Financial Management Corp acquired 6,760 new shares of Corning Incorporated (GLW) during the third quarter, valued at around $555,000. The purchase was documented in a recent filing with the...
First Horizon Corporation has acquired 9,029 shares of the Avantis U.S. Small Cap Value ETF during the third quarter of the year, according to recent SEC filings with a value around $899,000....
Ferguson Wellman Capital Management Inc. decreased its stake in iShares U.S. Aerospace & Defense ETF (ITA) during the third quarter of 2023, reducing holdings by selling 5,756 shares and trimming its ...
Community Financial Services Group LLC has recently acquired 30,258 shares of Amphenol Corporation's stock during the third quarter, with a total valuation of about $3.74 million....
Institutional investor Financial Consulate Inc. increased its shareholding in pharmaceutical company Johnson & Johnson by purchasing 3,364 shares valued at approximately $624,000 during the third quar...
Perigon Wealth Management LLC acquired a new stake in EchoStar Corporation during Q3, with the purchase of 4,923 shares worth approximately $376,000 according to their SEC filing. This move aligns wit...
Institutional investor Forefront Wealth Partners LLC acquired a new position in Vertiv Holdings Co., purchasing 4,786 shares valued at approximately $722,000 during the third quarter as per SEC filing...
Stanley Laman Group Ltd acquired shares worth approximately $2.34 million in Ionis Pharmaceuticals Inc during the third quarter....
Cresta Advisors Ltd. has reduced its holdings of Invesco QQQ by 7.6% in the third quarter, selling off 1,541 shares to hold a total of 18,818 shares....
Delta Investment Management LLC acquired 4,462 shares of Roper Technologies Inc., valued at about $2.225 million, during the third quarter as per their latest SEC filing....
Canoe Financial LP reduced its shareholding in Graco Inc. (NYSE: GGG) by 7.7% during the third quarter of 2023, resulting from a sale of 46,400 shares. The updated holding includes 554,374 shares of t...
Delphi Management Inc. MA reduced its holdings in Lam Research Corporation by 24.9% during the third quarter, selling 4,149 shares and retaining ownership of 12,513 shares....
During the third quarter, Cardinal Capital Management decreased its holdings of Argan Inc.'s stock by 11.2%. This change, resulting from a sale of 3,430 shares, left the institutional investor with ow...
Perigon Wealth Management LLC Increases Stock Position in Vanguard 0-3 Month Treasury Bill ETF $VBIL
In the third quarter, Perigon Wealth Management LLC increased its holdings of Vanguard's 0-3 month Treasury Bill ETF (VBIL) by 23.8%, purchasing additional shares to bring its total ownership to 61,62...