SEC filings
87 articles • Page 2 of 2
Netskope's (NASDAQ:NTSK) Chief Executive Officer, Sanjay Beri, sold 108,553 shares of company stock on December 31st at an average price of $17.67 per share, amounting to a total transaction value of ...
Merit Financial Group LLC increased its holdings of Nasdaq Inc. (NDAQ) shares by 65.9% in the third quarter as per its latest 13F filing with the SEC. The institutional investor now owns 13,645 shares...
WestEnd Advisors LLC decreased its holdings of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the third quarter, selling 168,628 shares and reducing its stake to 3,808,858 shares....
Retirement Financial Solutions LLC acquired 9,951 shares of the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) during the third quarter, with an estimated value of approximately $837,000. This i...
Generali Asset Management SPA SGR significantly increased its holdings in Church & Dwight Co., Inc., raising them by 97.1% during the third quarter as per a recent SEC filing....
Ethic Inc. has acquired 87,456 shares of Flowers Foods valued at approximately $1,141,000 during the third quarter, as reported in its most recent SEC filing....
Ethic Inc. reduced its stake in Packaging Corporation of America by 42.4% during the third quarter, selling 3,839 shares and retaining 5,217 shares....
General asset management company, Generali Asset Management SPA SGR decreased its stock holdings by 16.8% during the third quarter of the year, as reported via a recent filing with the SEC. The firm e...
Calamos Wealth Management LLC significantly reduced its stake in Adobe Inc., selling 23,158 shares in the third quarter and now holding only 586 shares as per their latest SEC filing....
Diversified Trust Co increased its ownership of CrowdStrike shares by 118.1% in the third quarter, adding 1,381 new shares to their current holdings of 2,550 shares as reported in their SEC filing....
Fort Washington Investment Advisors Inc., based in Ohio, increased its holdings in Eli Lilly and Company by purchasing an additional 14,301 shares, raising the total owned to 48,915 shares as stated i...
Bravias Capital Group LLC significantly raised its stake in iSharesSilverTrust (SLV) during the third quarter by purchasing an additional 48,918 shares. The company now owns a total of 80,750 shares a...
Eugene Scherbakov, a director at IPG Photonics Corporation, sold 2,700 shares on December 23rd for an average price of $74.44 per share, resulting in a total sale amount of $200,988. After the transac...
Diversified Trust Co increased its holdings in the iShares Russell 1000 ETF (IWB) by 41.2% in Q3, adding an additional 7,393 shares to its portfolio, now owning a total of 25,320 shares....
In the third quarter, Diversified Trust Co purchased a new stake of 50,000 shares in ProShares UltraPro S&P 500 worth approximately $5.57 million as reported by their latest Form 13F filing with the S...
Clark Asset Management LLC increased its holdings of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ: BSCS) by 17.2% during the third quarter, as reported in their most recent SEC Form 13F filing...
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Pacer Advisors Inc. reduced its holdings in Alphabet Inc. by 2.5% during the third quarter, as revealed through a SEC filing. After selling 13,633 shares, the firm now holds 533,855 shares of the comp...
Sowell Financial Services LLC reduced its holdings in the SPDR Portfolio S&P 600 Small Cap ETF by selling 10,940 shares, which represents a 15.4% decrease from their previous holdings. As of the third...
Sowell Financial Services LLC increased its stock holdings in JPMorgan Nasdaq Equity Premium Income ETF by 35.2% during the third quarter, according to recent SEC filings. The company now owns 64,598 ...
In the third quarter, HBK Sorce Advisory LLC purchased 83,398 shares of Senseonics Holdings Inc., worth approximately $39,000. The transaction is detailed in their latest Form 13F filing with the SEC....
Carnegie Investment Counsel reduced its holdings in Marsh & McLennan Companies by 6.2% during the third quarter, selling off 6,375 shares to hold a total of 97,020 shares according to their latest fil...
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
DAVENPORT & Co LLC reduced its shareholding in Kenvue Inc. (NYSE: KVUE) by 47.6% in the third quarter, selling 186,412 shares and retaining ownership of 205,607 shares according to their most recent F...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
DAVENPORT & Co LLC increased its position in Salesforce Inc., adding 8,858 shares to reach a total of 34,397 shares as reported in their latest Form 13F filing with the SEC....
Harbor Capital Advisors Inc. decreased its holdings in Primoris Services Co. by 65.5% in Q3, reducing its stock from 38,006 to 13,100 shares as per the most recent Form 13F filing with the SEC....
Cwm LLC expanded its investment in Invesco QQQ by acquiring an additional 7,156 shares in the third quarter, increasing its total holdings to 532,105 shares....
Axos Invest Inc. has recently purchased 17,589 shares of the Vanguard S&P 500 ETF (NYSEARCA: VOO) during the third quarter, with an approximate total value of $10,771,000 according to their latest SEC...
Cambridge Advisors Inc. decreased its holdings of the Vanguard Total Stock Market ETF (VTI) by 5.3% during the third quarter, selling off 2,069 shares to hold a total of 37,059 shares, which constitut...
Generali Asset Management SPA SGR has invested $2.06 million by purchasing 64,038 shares of Pinterest Inc., as reported in their recent SEC filing for the third quarter....
Ethic Inc. reduced its stock holding in NOV Inc., an oil and gas exploration company, by 27.7% in the third quarter of 2023. The firm sold 36,408 shares, leaving it with a total of 94,976 shares as pe...
Permanent Capital Management LP purchased 49,000 shares of Cannae Holdings Inc., valued at about $897,000, during the third quarter as reported to the SEC. This constitutes a new investment position f...
Osaic Holdings Inc increased its holdings of Freshworks Inc (NASDAQ:FRSH) by 367.8% in the second quarter via additional share purchases totaling 72,337 shares....
Diversified Trust Co increased its stake in Raytheon Technologies (RTX) by purchasing an additional 5,465 shares during the third quarter. Currently, Diversified Trust Co holds a total of 46,429 RTX s...
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...
Deprince Race & Zollo Inc. reduced its holdings in QUALCOMM Incorporated by selling 3,044 shares in the third quarter, according to a recent Form 13F filing with the SEC. The firm now holds 149,132 sh...