SEC filing
38 articles
Security National Bank increased its holdings in Amazon.com (NASDAQ: AMZN) by 4.7% during the third quarter, according to a filing with the Securities and Exchange Commission. The bank now owns 77,241...
Permanent Capital Management LP acquired a new stake in News Corporation during the third quarter, purchasing 26,361 shares worth approximately $812,000. The filing was made with the Securities and Ex...
Permanent Capital Management LP has increased its holdings in Meta Platforms (META). During the third quarter, the institution purchased 2,229 shares worth approximately $1.637 million as per the late...
Carnegie Investment Counsel decreased its holdings of STERIS plc by 6.2% during the third quarter, selling off 3,505 shares and retaining ownership of 53,192 shares. The fund's stake makes up about 0....
GEN Financial Management INC. decreased its investment in Pacer US Cash Cows 100 ETF (BATS:COWZ) by 11.2% during the third quarter, as reported in a recent SEC filing. The firm now holds 199,182 share...
Permanent Capital Management LP Invests $610,000 in International Business Machines Corporation $IBM
Permanent Capital Management LP has acquired 2,161 shares of IBM, valuing the investment at approximately $610,000 during the third quarter. This information was reported through a filing to the SEC....
The State of Alaska Department of Revenue has acquired 59,182 shares in Block Inc., valued at approximately $4,277,000, during the third quarter as reported through its SEC filing. This marks the depa...
Ferguson Wellman Capital Management Inc. decreased its stake in Abbott Laboratories by 21.6% during the third quarter of 2023, according to SEC filings. They now hold 186,305 shares following a reduct...
CX Institutional increased its holdings in Amphenol Corporation by 76.1% during the third quarter of this year, as disclosed in their latest SEC filing. The investment firm bolstered its stake to 14,2...
In its recent filing with the SEC, Ninety One UK Ltd disclosed that it cut its holdings in Alphabet Inc. by selling 72,787 shares during the third quarter, leaving them with 119,337 shares....
Cantor Fitzgerald Investment Advisors L.P. increased its holdings of Bristol Myers Squibb Company shares by 6.7% in the third quarter, purchasing an additional 18,267 shares to reach a total of 289,71...
Arthur M. Cohen & Associates LLC reduced its holdings in NVIDIA Corporation by 2.9% during the third quarter as per recent SEC filings, selling off 10,531 shares and now holding a total of 349,911 sha...
Ellsworth Advisors LLC increased its holdings of Amgen Inc.'s shares (NASDAQ: AMGN) during the third quarter by purchasing an additional 1,669 shares, bringing its total holding to 25,941 shares. This...
Cwm LLC increased its holdings of SPDR Portfolio S&P 500 Growth ETF (SPYG) in the third quarter by acquiring an additional 113,156 shares, bringing its total share count to 2,774,152....
GoalVest Advisory LLC acquired 5,300 shares of Coinbase Global, Inc., a cryptocurrency exchange company, with an investment value of approximately $1.789 million during the third quarter as reported i...
Robeco Institutional Asset Management B.V. reduced its holdings in Entergy Corporation by 91.8% in the third quarter, selling off 191,735 shares and holding only 17,189 shares of the utility company a...
Plimoth Trust Co. LLC reduced its holdings of Microsoft Corporation (NASDAQ: MSFT) by 2.6% in the third quarter, selling off 1,386 shares, according to SEC filings. The firm now owns 52,957 shares....
Sterling Investment Counsel LLC increased its stock holdings of Alphabet Inc. (NASDAQ:GOOGL) by 26.7% during the third quarter, adding 5,912 shares to reach a total holding of 28,087 shares worth $6.8...
Duncker Streett & Co. Inc. increased its stake in Lowe's Companies Inc. by purchasing an additional 12,324 shares during the third quarter, raising its holdings to 34,756 shares....
Miracle Mile Advisors LLC reduced its holdings of iShares ESG Advanced MSCI EAFE ETF (DMXF) in the third quarter, selling 15,717 shares and holding only 4,069 shares after the transaction....
Stanley Laman Group Ltd. has reduced its holdings in PTC Inc., a technology company, by selling 3,383 shares during the third quarter, resulting in an overall reduction of 14.3%. The firm now owns 20,...
Generali Asset Management reduced its holding of EMCOR Group Inc.'s stock (NYSE: EME) in the third quarter, selling 892 shares to leave it with a position of 3,725 shares....
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....
Davis Capital Management acquired 2,273 new shares of Danaher Corporation during the third quarter, as reported in their latest SEC filing with the Securities and Exchange Commission. These shares hav...
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...
In its latest filing with the SEC, Diversified Trust Co reduced its holdings in Celsius Holdings Inc. by selling 13,700 shares, resulting in a lowered position to 10,403 CELH shares as of the end of t...
Eldred Rock Partners LLC has increased its holdings in PepsiCo Inc. by purchasing an additional 8,013 shares during the third quarter, raising the total to 75,444 shares. This information is based on ...
Diversified Trust Co. reduced its holding of DoorDash Inc.'s stock by 26.4% in the third quarter, selling 2,867 shares and retaining 8,009 shares. This adjustment is reported through a Form 13F filing...
Diversified Trust Co increased its investment in NetApp Inc (NASDAQ: NTAP) by 10.4% during the third quarter of 2023, adding 5,698 shares to its portfolio according to a recent filing with the SEC....
Argent Capital Management LLC decreased its stock position in Amazon.com by 1% in the third quarter of the year as per SEC filing, selling off 9,536 shares and holding 970,420 shares worth $213.08 mil...
Permanent Capital Management LP has purchased 496,519 shares of Cadiz Inc., valued at approximately $2,344,000, during the third quarter as per their latest SEC filing. This investment now represents ...
Canoe Financial LP has increased its stake in MSCI Inc by 12.6% during the third quarter as per recent SEC filings, having added an extra 23,500 shares to its holdings of the technology company....
Canoe Financial LP decreased its holdings of Sysco Corporation's stock (NYSE: SYY) by 3.4% in the third quarter, as disclosed in a recent SEC filing. The reduction involved selling 50,167 shares, resu...
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....
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...
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in the iShares 3-7 Year Treasury Bond ETF (IEI) by 3.1% during the third quarter, adding 12,848 shares to reach a total of 432,750 sha...
Permanent Capital Management LP purchased 700,835 shares of the Vanguard Intermediate-Term Treasury ETF (VGIT) in the third quarter, as reported in their latest SEC filing. This investment is worth ap...
Ethic Inc reduced its holding in Stanley Black & Decker by 48.9% during the third quarter as per SEC filings. Following the sale of 14,115 shares, Ethic now owns 14,774 shares....