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Bricktown Capital LLC Acquires 206,000 Shares of SPDR Portfolio S&P 500 ETF $SPLG
Bricktown Capital LLC increased its holdings in the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 72.1% in Q3 2023, purchasing an additional 206,000 shares, bringing their total ownership to 491,750 s...
Intuit Inc. $INTU Shares Acquired by Diversified Trust Co
Diversified Trust Co increased its holdings of Intuit Inc. (NASDAQ:INTU) by 42.6% in the third quarter, according to an SEC filing. The company's position now includes 10,242 shares, up from previous ...
Diversified Trust Co Sells 7,600 Shares of Citigroup Inc. $C
In the third quarter, Diversified Trust Co decreased its holdings of Citigroup Inc. stock by selling 7,600 shares, reducing its position to 76,095 shares....
Diversified Trust Co Increases Stock Holdings in Stryker Corporation $SYK
Diversified Trust Co increased its holdings in Stryker Corporation's shares by 45.6% during the third quarter of the year, based on information provided to the Securities and Exchange Commission. The ...
Diversified Trust Co Boosts Position in Bank of America Corporation $BAC
In the third quarter, Diversified Trust Co increased its ownership of Bank of America Corporation (NYSE:BAC) by 6.1%. The firm's stake now totals 280,775 shares following an addition of 16,221 new sto...
Clark Asset Management LLC Raises Position in Vanguard Short-Term Bond ETF $BSV
Institutional investor Clark Asset Management LLC increased its position in Vanguard Short-Term Bond ETF (NYSEARCA: BSV) during the third quarter by purchasing an additional 39,837 shares. The company...
Vanguard FTSE Emerging Markets ETF $VWO is Clark Asset Management LLC’s 4th Largest Position
Clark Asset Management LLC increased its stake in Vanguard FTSE Emerging Markets ETF (VWO) by 9.1% during the third quarter, purchasing an additional 73,650 shares to reach a total of 879,260 shares....
Vanguard FTSE Developed Markets ETF $VEA is Clark Asset Management LLC’s Largest Position
Clark Asset Management LLC increased its holdings of Vanguard FTSE Developed Markets ETF (symbol: VEA) in the third quarter by purchasing an additional 189,438 shares. This brought their total to 2,18...
Diversified Trust Co Decreases Holdings in Vanguard Total Stock Market ETF $VTI
Institutional investor Diversified Trust Co reduced its holdings of the Vanguard Total Stock Market ETF by selling 18,660 shares in the third quarter. As a result, their position now stands at 109,898...
Ergawealth Advisors Inc. Has $29.35 Million Stake in Capital Group Growth ETF $CGGR
Ergawealth Advisors Inc. increased its holdings in the Capital Group Growth ETF (CGGR) by 5.1% in Q3, acquiring an additional 32,438 shares to bring total ownership to 668,167 shares....
Bravias Capital Group LLC Raises Stake in iShares Silver Trust $SLV
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...
Boston Trust Walden Corp Sells 4,326 Shares of Costco Wholesale Corporation $COST
Boston Trust Walden Corp reduced its holdings in Costco Wholesale Corporation by selling 4,326 shares during the third quarter, bringing its total持股数量降至125,264股,占其投资组合的0.9%。...
Danaher Corporation $DHR Shares Sold by Farmers & Merchants Investments Inc.
Farmers & Merchants Investments Inc. reduced its holdings of Danaher Corporation by selling 3,950 shares in the third quarter, resulting in a new total ownership stake of 35,573 shares....
Atlas Energy Solutions (NYSE:AESI) Major Shareholder Chris Scholla Sells 52,150 Shares
Chris Scholla, a major shareholder of Atlas Energy Solutions Inc., sold 52,150 shares on November 18th at an average price of $8.82 per share, resulting in a total sale value of $459,963. Post-sale, S...
Cobblestone Asset Management LLC Purchases New Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Cobblestone Asset Management LLC has acquired 15,541 shares of the Vanguard Short-Term Inflation-Protected Securities ETF worth approximately $787,000 during the third quarter. This was disclosed thro...
Continuum Advisory LLC Has $5.27 Million Stake in Salesforce Inc. $CRM
Continuum Advisory LLC increased its position in Salesforce Inc. by 10.1% during the third quarter of 2023, adding an additional 2,043 shares to reach a total holding of 22,224 shares with a value of ...
Nucor (NYSE:NUE) EVP Thomas Batterbee Sells 2,000 Shares
Thomas Batterbee, Executive Vice President of Nucor Corporation (NYSE:NUE), sold 2,000 shares on December 23rd at an average price of $165.28 per share, resulting in a total transaction value of $330,...
JPMorgan Ultra-Short Income ETF $JPST Holdings Raised by Continuum Advisory LLC
Continuum Advisory LLC has increased its holdings of JPMorgan Ultra-Short Income ETF (NYSEARCA: JPST) by 76.3% during the third quarter, as reported to the Securities and Exchange Commission via a fil...
Benitec Biopharma (NASDAQ:BNTC) Director Suvretta Capital Management, L Acquires 50,000 Shares
Suvretta Capital Management, L, a director of Benitec Biopharma Limited (NASDAQ:BNTC), purchased 50,000 shares on December 23rd at an average price of $12.85 per share, totaling $642,500. As a result,...
IPG Photonics (NASDAQ:IPGP) Director Eugene Scherbakov Sells 2,700 Shares
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...
Grindr (NYSE:GRND) Major Shareholder James Fu Bin Lu Sells 43,994 Shares
James Fu Bin Lu, a major shareholder of Grindr Inc., sold 43,994 shares on December 26th for an average price of $13.51 per share, resulting in a total transaction value of approximately $594,359....
Farmers & Merchants Investments Inc. Trims Stock Holdings in McDonald’s Corporation $MCD
Farmers & Merchants Investments Inc. reduced its stake in McDonald's Corporation by 4% during the third quarter of 2023, according to SEC filings. The firm sold 2,814 shares, resulting in a new holdin...
Ameriprise Financial, Inc. $AMP Stake Trimmed by Copeland Capital Management LLC
In the third quarter, Copeland Capital Management LLC reduced its holdings of Ameriprise Financial Inc. (NYSE:AMP) by selling 1,652 shares, leaving it with a total of 34,602 shares....
Copeland Capital Management LLC Purchases Shares of 125,733 AptarGroup, Inc. $ATR
Copeland Capital Management LLC has recently purchased 125,733 shares of AptarGroup, Inc., valued at approximately $16,806,000, during the third quarter. This acquisition is reported in their latest F...
Copeland Capital Management LLC Decreases Stock Position in Morgan Stanley $MS
Copeland Capital Management LLC decreased its holdings in Morgan Stanley by 4.6% during the third quarter, reducing their position by selling 7,767 shares and retaining a total of 159,764 shares....
Copeland Capital Management LLC Decreases Stake in Jack Henry & Associates, Inc. $JKHY
Copeland Capital Management LLC reduced its holdings of Jack Henry & Associates, Inc.'s shares by 5.5% during the third quarter after selling 9,983 shares, leaving it with a total stake of 172,546 sha...
Roper Technologies, Inc. $ROP Shares Sold by Burney Co.
Burney Co. reduced its shareholding in Roper Technologies Inc (ROP) by 60.3% during the third quarter of this year, selling 1,549 shares and retaining 1,018 shares according to SEC filings....
Copeland Capital Management LLC Has $34.45 Million Holdings in Booz Allen Hamilton Holding Corporation $BAH
Copeland Capital Management LLC increased its holdings of Booz Allen Hamilton Holding Corporation by 8.1% during the third quarter of the year, bringing their total stock ownership to 344,650 shares a...
Copeland Capital Management LLC Sells 44,754 Shares of U.S. Physical Therapy, Inc. $USPH
Copeland Capital Management LLC reduced its stake in U.S. Physical Therapy, Inc. by 5% during the third quarter through selling 44,754 shares, leaving it with a total of 843,981 shares....
Comcast Corporation $CMCSA Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp reduced its holding of Comcast Corporation shares by 27.2% during the third quarter, selling off 367,326 shares, leaving it with a total of 982,141 shares....
Boston Trust Walden Corp Decreases Stock Holdings in Becton, Dickinson and Company $BDX
Boston Trust Walden Corp reduced its holdings in Becton, Dickinson and Company's stock by 13.5% during the third quarter through selling some of its shares. The firm now owns 208,466 shares post-reduc...
Boston Trust Walden Corp Has $35.78 Million Stock Holdings in Marsh & McLennan Companies, Inc. $MMC
Boston Trust Walden Corp reduced its investment in Marsh & McLennan Companies (MMC) by selling 15,513 shares during the third quarter, leaving them with a total of 177,555 shares valued at $35.78 mill...
Terreno Realty Corporation $TRNO Shares Sold by Copeland Capital Management LLC
Copeland Capital Management LLC decreased its holdings of Terreno Realty Corporation's shares by selling 54,728 shares during the third quarter, reducing their ownership to 1,039,021 shares....
Copeland Capital Management LLC Trims Holdings in Chesapeake Utilities Corporation $CPK
Copeland Capital Management LLC reduced its holdings in Chesapeake Utilities Corporation (NYSE:CPK) by 5% during the third quarter of 2021. The fund sold 26,340 shares and now owns 505,041 shares....
Boston Trust Walden Corp Trims Position in Selective Insurance Group, Inc. $SIGI
Boston Trust Walden Corp reduced its holding in Selective Insurance Group Inc by 44.4 percent during the third quarter by selling 492,422 shares and retaining 617,500 shares....
Farmers & Merchants Investments Inc. Sells 19,095 Shares of NIKE, Inc. $NKE
Farmers & Merchants Investments Inc. has decreased its investment in NIKE by selling 19,095 shares during the third quarter, leading to a new total of 200,194 shares....
Farmers & Merchants Investments Inc. Has $16.83 Million Stock Holdings in The Walt Disney Company $DIS
Farmers & Merchants Investments Inc. decreased its holdings in The Walt Disney Company (NYSE: DIS) by 6.9% during the third quarter, reducing from 157,918 to 146,985 shares after selling 10,933 shares...
American Healthcare REIT (NYSE:AHR) Director Jeffrey Hanson Sells 35,570 Shares
Jeffrey Hanson, a director of American Healthcare REIT Inc. (NYSE:AHR), sold 35,570 shares on December 22nd at an average price of $48.38 per share, totaling $1,720,876.60. After the sale, Hanson dire...
Navan (NASDAQ:NAVN) Major Shareholder Horowitz Lsv Fund Andreessen Purchases 167,519 Shares of Stock
Horowitz Lsv Fund Andreessen, a major shareholder of Navan, Inc. (NASDAQ: NAVN), purchased 167,519 shares at an average price of $15.83 per share on December 24th, 2023. The transaction amounted to $2...
Navan (NASDAQ:NAVN) Director Benjamin Horowitz Acquires 99,502 Shares of Stock
Benjamin Horowitz, director of Navan Inc., bought 99,502 shares in a transaction on December 29th at an average price of $16.16 per share, amounting to a total investment of approximately $1,607,952.3...
Argent Focused Small Cap ETF (NASDAQ:ALIL) Short Interest Update
The Argent Focused Small Cap ETF (NASDAQ:ALIL) experienced a significant decrease in short interest, reducing by 24.6% from November to December 15th, with the total short interest standing at 1,367 s...
Short Interest in Alector, Inc. (NASDAQ:ALEC) Expands By 35.9%
Short interest in Alector, Inc.'s (NASDAQ:ALEC) shares significantly increased by 35.9% between November and December 2021, reaching 6,319,929 shares as of December 15th....
Aspire Biopharma Holdings, Inc. (NASDAQ:ASBP) Sees Significant Growth in Short Interest
As of December 15th, Aspire Biopharma Holdings, Inc. registered a significant rise in short interest to 13,528,238 shares, marking an increase of 36.9% from the previous total of 9,881,577 shares as o...
AlTi Global, Inc. (NASDAQ:ALTI) Short Interest Up 35.5% in December
Short interest in AlTi Global Inc (NASDAQ: ALTI) increased by 35.5% from November 30th to December 15th, reaching a total of 1,667,083 shares based on an average daily trading volume....
Automatic Data Processing, Inc. $ADP Stock Position Increased by Diversified Trust Co
Diversified Trust Co increased its holdings in Automatic Data Processing, Inc. (NASDAQ: ADP) during the third quarter of 2023. The firm's stock ownership grew by 91.2% to encompass a total of 18,085 s...
Baron Wealth Management LLC Trims Stake in iShares MSCI USA Quality Factor ETF $QUAL
Baron Wealth Management LLC reduced its holdings of iShares MSCI USA Quality Factor ETF by 1.5% during the third quarter, decreasing its stock ownership from 288,385 to 284,039 shares....
Franklin International Core Dividend Tilt Index ETF $DIVI is Baron Wealth Management LLC’s 3rd Largest Position
Baron Wealth Management LLC increased its holdings of Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI) by 4.2% in the third quarter, acquiring an additional 28,311 shares to reach ...
Lam Research Corporation $LRCX Stock Position Raised by Diversified Trust Co
Diversified Trust Co increased its shareholding in Lam Research Corporation by 34.4% during the third quarter of the year. This increment is due to additional purchases of 8,172 shares bringing total ...
Diversified Trust Co Has $9.25 Million Stock Holdings in iShares Russell 1000 ETF $IWB
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....
Diversified Trust Co Boosts Position in Gen Digital Inc. $GEN
Diversified Trust Co increased its holdings in Gen Digital Inc by 11.9% during the third quarter. The firm acquired an additional 23,035 shares, bringing their total to 217,396 shares of Gen Digital s...
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