investment management
72 articles • Page 1 of 2
Fulton Breakefield Broenniman LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 10.4% during the third quarter, selling off 5,708 shares to hold 49,127 shares with a market value ...
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in the SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) by 2.7% during Q3, purchasing an additional 178,965 shares....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holding of EOG Resources Inc., an energy exploration company, by 7.2% in the third quarter of this year. After selling off 10,947 shares during this perio...
Generate Investment Management Ltd has sold 102,467 shares of NVIDIA Corp., reducing its total holdings by 12.8% in the third quarter to 699,110 shares. NVIDIA now constitutes approximately 6.6% of Ge...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT has increased its holdings in the shares of Targa Resources, Inc. (NYSE:TRGP) by 2.4% during the third quarter, adding 16,000 new shares to th...
GRIMES & Co Wealth Management LLC decreased its holdings in Biogen Inc. by 14% during the third quarter. The company sold 5,727 shares and now holds a total of 35,297 shares of the biotechnology firm'...
Geneos Wealth Management Inc. reduced its holdings in the Vanguard Tax-Exempt Bond ETF (symbol VTEB) by approximately 92.5% during the third quarter. The firm sold about 125,580 shares of the fund, si...
Ferguson Wellman Capital Management Inc reduced its stake in The Home Depot by approximately 1.4% during the third quarter of 2023, as reported to the Securities and Exchange Commission. As a result, ...
Cerity Partners LLC has reduced its holdings of Vanguard ESG U.S. Stock ETF by 4.7% during the third quarter, selling 10,925 shares and holding a total of 220,415 shares post transaction....
WestEnd Advisors LLC significantly reduced its holdings in UnitedHealth Group Incorporated by 99% in the third quarter, selling 62,960 shares and retaining only 641 shares....
Calamos Wealth Management LLC increased its holdings in Alphabet Inc. by 10.4% during the third quarter of the year, adding 7,272 shares to reach a total of 77,242 shares....
Voya Investment Management LLC reduced its holding in ESAB Corporation by 72.8% during the third quarter. After selling 14,808 shares, Voya now owns 5,520 shares of the company's stock....
Delta Investment Management LLC significantly reduced its stake in UnitedHealth Group Incorporated during the third quarter, trimming ownership from a previous level to just 1,239 shares following the...
Delta Investment Management LLC reduced its holdings in Workday, Inc. by 79.1% during the third quarter of 2023, selling 14,655 shares to retain ownership of 3,881 shares. This change was reported to ...
ONEOK, Inc. $OKE is CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT’s 5th Largest Position
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT has reduced its holdings in ONEOK, Inc. by 15.7% during the third quarter of this year. Following a sale of 208,000 shares, they now own 1,116...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its holdings in Nutanix (NASDAQ:NTNX) during the third quarter by 71.4%, bringing its total to 60,000 shares following the acquisiti...
Calamos Wealth Management LLC increased its holdings of iShares S&P 500 Growth ETF (IVW) by buying an additional 24,492 shares during the third quarter. As a result, they now own 1,107,429 shares....
Farmers & Merchants Investments Inc. reduced its stock holdings of Lowe's Companies by 3.3% in the third quarter, following the sale of 4,293 shares, leaving them with 126,247 shares....
Perigon Wealth Management LLC increased its holdings of iShares Core MSCI Pacific ETF (IPAC) by 148.2% in the third quarter, according to their latest filing with the SEC....
OFI Invest Asset Management reduced its holding in Alphabet Inc. by selling 17.6% of the shares it owned in the third quarter, resulting in a new total ownership of 1,050,126 shares....
Clune & Associates LTD increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA: DFUS) by 19.9% during the third quarter, after acquiring an additional 8,207 shares, bringing their total owners...
Everpar Advisors LLC increased its holdings in the iShares MSCI USA Quality Factor ETF by 22.9% during the third quarter. After adding an extra 2,647 shares, they now own a total of 14,226 shares....
Brookstone Capital Management significantly increased its investment in Welltower Inc., a real estate investment trust, by 487.2% in the third quarter of the year. The new stake comprises 45,359 share...
Brookstone Capital Management significantly increased its holdings in the Innovator U.S. Equity Buffer ETF - July by purchasing an additional 541,569 shares during the third quarter, leading to a tota...
Voya Investment Management LLC reduced its holdings in Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) during the third quarter by selling 29,303 shares of stock and retaining ownership of 20,613 shares...
During the third quarter, Generali Asset Management SPA SGR increased its ownership stake in Morgan Stanley by purchasing an additional 3,706 shares. This brought their total holdings to 121,014 share...
Voya Investment Management LLC has significantly reduced its holdings in GitLab Inc., selling 42,730 shares and decreasing its stock ownership by 74.8% to a total of 14,370 shares during the third qua...
Calamos Wealth Management LLC increased its shareholding in Abbott Laboratories (NYSE:ABT) by 90.1% during the third quarter by purchasing an additional 7,638 shares, resulting in a total ownership of...
Ergawealth Advisors Inc decreased its holdings of JPMorgan Ultra-Short Income ETF (JPST) by 42.1% during the third quarter, according to a recent filing with the SEC. This reduction involved selling 3...
During the third quarter, Decker Retirement Planning Inc reduced its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by selling 126,755 shares, decreasing their position to 193,045 shares....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its shareholding in The Hershey Company by 5.1% during the third quarter, selling 3,057 shares and retaining ownership of 56,746 shares as per recent SEC fili...
Sumitomo Mitsui DS Asset Management Company Ltd decreased its holdings in PDD Holdings Inc by 8.4% during the third quarter, selling off 4,983 shares, after which it owned a total of 54,456 shares....
Hardman Johnston Global Advisors LLC reduced its holdings in Adobe Inc.'s stock by selling 11,617 shares during the third quarter, resulting in an ownership of 58,981 shares. This change was reported ...
In the third quarter, Hardman Johnston Global Advisors LLC decreased its holdings in Abbott Laboratories by 16.6%, reducing its share count from 45,044 to 37,584 shares....
Geneos Wealth Management Inc. reduced its holdings of Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) in the third quarter, selling 18,434 shares and decreasing its stake by 65.5%. The firm now own...
Geneos Wealth Management Inc. decreased its holdings of Northrop Grumman Corporation (NYSE: NOC) shares by 61.6% in the third quarter, as reported to the SEC. The firm's current ownership stands at 94...
In the third quarter, Ferguson Wellman Capital Management Inc. reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by selling 1,362 shares or a reduction of 19.1%. This left the fund with...
Ferguson Wellman Capital Management Inc. reduced its shareholding in Avery Dennison Corp by 79.3% during the third quarter, selling off 115,197 shares and retaining 30,009 shares as disclosed in their...
Ciovacco Capital Management LLC decreased its holdings of the Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.2% in the third quarter, selling 1,465 shares but still owning a total of 120,150 shares worth $...
Cordatus Wealth Management LLC reduced its holdings in Lockheed Martin Corporation by selling 3,989 shares during the third quarter, resulting in a new total of 498 shares. This reduction represents a...
Gateway Investment Advisers LLC reduced its holdings in Verizon Communications Inc. by 24.6% during the third quarter after selling 58,959 shares, now owning 180,901 shares of the company....
Earned Wealth Advisors LLC decreased its holdings of Vanguard Total Stock Market ETF (VTI) by selling 2,981 shares in the third quarter. The fund now owns 21,374 shares after this reduction....
In the third quarter of the year, Miracle Mile Advisors LLC acquired a new position in the Vanguard Russell 1000 ETF (VONE), worth approximately $834,000. They purchased 2,758 shares of the fund's sto...
Virginia Retirement Systems reduced its holdings in Mohawk Industries' (NYSE:MHK) shares by 30.4% in the third quarter, selling a total of 7,600 shares to end up with 17,400 shares....
Voya Investment Management LLC significantly reduced its holdings in Weave Communications, Inc., selling 1,457,580 shares and reducing its position by 95.5% to hold 69,171 shares of the company’s stoc...
Voya Investment Management LLC reduced its holdings in ANI Pharmaceuticals, Inc. by 54.3% during the third quarter through a sale of 8,089 shares, leaving it with ownership of 6,807 shares as per the ...
In the third quarter, Voya Investment Management LLC increased its holdings in Heritage Commerce Corp by purchasing an additional 45,350 shares, making a total of 64,976 shares. This increase represen...
Osaic Holdings Inc. decreased its holdings in Invesco's AAA CLO Floating Rate Note ETF (ICLO) during the second quarter, selling off 48,606 shares to reduce their position by approximately 53%. The co...
Generate Investment Management Ltd increased its holdings in Eli Lilly and Company by purchasing an additional 15,352 shares during the third quarter, bringing its total stake to 81,813 shares....
Delta Investment Management LLC reduced its holdings of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 3.1% during the third quarter, selling 27,840 shares and ending up with 860,218 shares....