SEC filings
87 articles • Page 1 of 2
HM Payson & Co. reduced its holdings in Alphabet Inc. by selling 19,708 shares in the third quarter, resulting in a new total ownership of 1,212,629 shares which represents approximately 4.2% of their...
Sapient Capital LLC purchased 127,760 shares in Custom Truck One Source, Inc., increasing its holdings by an estimated value of $810,000. This acquisition was disclosed through a Form 13F filing with ...
Delta Investment Management LLC has purchased a new stake of 207,219 shares in the Vanguard 0-3 Month Treasury Bill ETF (VBIL), valued at around $15.6 million, during the third quarter of this year as...
Sowell Financial Services LLC acquired a significant number of shares worth about $2,610,000 in the Invesco BulletShares 2029 Corporate Bond ETF during the third quarter as reported through a SEC fili...
Carnegie Investment Counsel increased its investment in Stryker Corporation during the third quarter by purchasing an additional 3,752 shares, growing its total holdings to 210,726 shares as per its r...
Sumitomo Mitsui DS Asset Management increased its holdings in Entergy Corporation by purchasing additional 7,212 shares during the third quarter, raising its total ownership to 59,279 shares. This inf...
Dock Street Asset Management Inc. decreased its holdings of Palantir Technologies Inc. (NASDAQ: PLTR) during the third quarter, reducing its position by 19.1%, as reported in a recent SEC filing. Afte...
In the third quarter, Diversified Trust Co significantly reduced its holdings in Yum! Brands, Inc. to 3,516 shares by selling 5,762 shares, decreasing their ownership by 62.1%. This information is rep...
Calamos Advisors LLC increased its holdings of Johnson Controls International plc by 30.5% during the third quarter, adding an additional 53,000 shares to reach a total ownership of 226,607 shares as ...
Diversified Trust Co reduced its stake in Axon Enterprise Inc by selling 1,229 shares during the third quarter, leaving it with ownership of 9,189 shares. This sale was reported to the Securities and ...
Permanent Capital Management LP bought new shares of Caterpillar Inc., amounting to 5,369 shares worth around $2.56 million, according to its latest SEC filing. This constitutes about 0.5% of their to...
Fischer Financial Services Inc., according to its most recent filing with the SEC, took a new position worth roughly $1.91 million in Palantir Technologies Inc during the third quarter, acquiring 10,4...
CV Advisors LLC acquired 1,000 shares of Spotify Technology (SPOT) during the third quarter for a total investment value of approximately $698,000. This purchase constitutes 0.2% of CV Advisors' inves...
Harbor Investment Advisory LLC increased its ownership of Costco Wholesale Corporation's shares by 19% during the third quarter, adding 1,097 more shares to reach a total of 6,882. This information is...
Pictet North America Advisors SA reduced its holdings of Alphabet Inc. shares by 2% in the third quarter as per its SEC filing, selling 2,881 shares and retaining ownership of 142,748 shares....
Heck Capital Advisors LLC increased its holdings in iShares MBS ETF (MBB) by purchasing an additional 77,257 shares during the third quarter, bringing their total to 144,185 shares....
Vladimir Tenev, CEO of Robinhood Markets Inc., sold 375,000 shares of the company's stock on January 5th for an average price of $121.63 per share, totalling approximately $45.6 million. This transact...
Miracle Mile Advisors LLC purchased 10,258 shares of Sandisk Corporation's stock during the third quarter, with a total value of approximately $1,151,000. The acquisition was reported in their latest ...
Whitaker Myers Wealth Managers Ltd increased its shareholding in NVIDIA Corp by 12.9% during the third quarter of 2023, according to recent SEC filings. The firm's investment now totals 27,508 shares ...
apricus wealth LLC reduced its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by selling 5,000 shares in the third quarter as reported to the Securities and Exchange Commission. Currently, the i...
Ergawealth Advisors Inc. increased its持股比例，在第三季度通过购买额外的131,412股，将其在Capital Group核心股票ETF（代码：NYSEARCA: CGUS）中的股份增加到165,554股。此信息来自该公司向美国证券交易委员会提交的最近年度13F表格文件。...
During the third quarter, Kempner Capital Management Inc. acquired a new position in Eli Lilly and Company by purchasing 2,520 shares with a total value of approximately $1,923,000 as reported in thei...
Sapient Capital LLC decreased its holdings in Walmart Inc. by 3.6% during the third quarter, selling off 14,391 shares and retaining 386,726 shares of the company's stock as reported to the SEC....
Permanent Capital Management LP purchased 27,651 shares of Aramark (NYSE: ARMK) in the third quarter, with a total value of approximately $1 million. The company has disclosed this information through...
Permanent Capital Management LP acquired 81,797 shares of JBS N.V., worth approximately $1.22 million, during the latest financial quarter, as detailed in their SEC filing....
Osaic Holdings Inc. significantly increased its stake in Franco-Nevada Corporation by 210.4% during the second quarter through purchasing an additional 12,360 shares, bringing their total holdings to ...
DAVENPORT & Co LLC increased its holdings in Exxon Mobil Corporation by 112.5% in the third quarter of 2023, according to a recent SEC filing. The institution purchased an additional 524,859 shares, b...
Burney Co., an investment company, reduced its holdings of QUALCOMM Incorporated stock significantly in the third quarter. The reduction involved selling around 52,000 shares and left Burney with appr...
Canoe Financial LP decreased its shareholding in The TJX Companies, Inc., reducing the position by 11.1% in the third quarter of 2023, as per an SEC filing. This reduction involved selling approximate...
Cwm LLC has increased its shareholdings by 9,161 shares in the iShares S&P 500 Value ETF during the third quarter, raising its total holdings to 1,876,261 shares as per their latest SEC filing....
Curbstone Financial Management Corp has invested $564,000 in the iShares S&P 500 Value ETF (IVE) by purchasing 2,732 shares during the third quarter. This investment was disclosed through a Form 13F f...
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...
Nvwm LLC increased its shareholding in Alphabet Inc., adding 7,824 shares during the third quarter, resulting in a total of 37,163 shares. This represents a 26.7% rise in holdings and is reported thro...
Delta Investment Management LLC acquired a new position in Rio Tinto PLC stocks during the third quarter of 2023 by purchasing 12,180 shares worth approximately $804,000. This transaction adheres to S...
Croban has purchased 6,540 shares of The Hanover Insurance Group Inc., valued at approximately $1,188,000, as per its latest filing with the SEC for the third quarter. This new investment marks an inc...
Clean Yield Group reduced its shareholding in Broadcom Inc. (NASDAQ: AVGO) by 3.5% during the third quarter, according to a recent SEC filing. The firm sold 1,518 shares of the semiconductor company's...
Garrison Point Advisors LLC increased its holdings in Meta Platforms (META) by 94.1% during the third quarter, as reported to the SEC through a Form 13F filing. The firm now owns 8,799 shares of META ...
Phillips Financial Management LLC increased its stock position in Eli Lilly and Company (NYSE: LLY) by 138.3% in the third quarter, as reported in their latest SEC filing. They now own 3,100 shares af...
Valmark Advisers Inc. has acquired shares worth approximately $780,000 in the Vanguard California Tax-Exempt Bond ETF ($VTEC) during the third quarter as reported in their SEC filing....
During the third quarter, Security National Bank decreased its stake in NVIDIA Corporation by selling 7,773 shares, reducing its ownership to 457,635 shares. The stock now represents approximately 13....
The State of Alaska's Department of Revenue increased its stock holdings in Avnet Inc. by 32.4% during the third quarter through the acquisition of an additional 18,455 shares, according to recent SEC...
Cedar Mountain Advisors LLC reduced its holdings of Invesco QQQ ETF (QQQ) during the third quarter by selling 1,571 shares, resulting in a new total ownership of 40,732 shares....
Heck Capital Advisors LLC increased its holdings of Fidelity NASDAQ Composite Index ETF (ONEQ) by 1.2% in the third quarter, acquiring an additional 7,415 shares to reach a total of 616,117 shares....
Duncker Streett & Co. Inc. reduced its holdings in Chipotle Mexican Grill Inc.'s stock (CMG) by 77.6% during the third quarter, selling off 36,905 shares to hold only 10,625 shares as of the latest SE...
Elk River Wealth Management LLC has increased its holdings of Intercontinental Exchange Inc. (NYSE:ICE) shares by 44.4% during the third quarter, as reported in their recent SEC filing. The firm now h...
Dock Street Asset Management Inc. decreased its holdings of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.9% during the third quarter, selling 8,889 shares, as reported in its most recent SEC filin...
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...
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
Cardinal Capital Management decreased its holdings in US Lime & Minerals Inc by 22.5% during the third quarter of 2023 after selling 12,961 shares, reducing their total to 44,533 shares. This change i...
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 ...