financial filings
38 articles
Railway Pension Investments Ltd increased its stock holdings in Thermo Fisher Scientific Inc. by 174.6% during the third quarter, according to a recent Form 13F filing with the SEC. The firm now owns ...
Brookstone Capital Management increased its holdings in iShares National Muni Bond ETF (MUB) by purchasing an additional 31,324 shares in the third quarter, according to a recent filing with the SEC. ...
Cambridge Advisors Inc has increased its stake in Vanguard Total International Bond ETF (BNDX) by 7.1% during the third quarter, as reported in their latest SEC filing. The firm now holds 266,346 shar...
Commonwealth Equity Services LLC increased its holdings in Columbia EM Core ex-China ETF (XCEM) by 26.6% during the third quarter, adding 151,878 shares to a total of 723,252 shares....
In its most recent filing with the SEC, Clarity Wealth Advisors LLC reported a 17.8% increase in its holdings of Fidelity Total Bond ETF (NYSEARCA: FBND) during the third quarter by purchasing an addi...
Arkansas Financial Group Inc increased its investment in Invesco QQQ by purchasing an additional 7,792 shares during the third quarter, raising its total holdings to 62,448 shares as reported to the S...
Cerity Partners LLC has increased its holdings in Snowflake Inc. (SNOW) by 13.2% in the third quarter through additional purchases of 15,254 shares. The fund now owns a total of 130,803 shares....
In its most recent 13F filing with the Securities and Exchange Commission, D.A. Davidson & CO. disclosed an increase of 8% in its stake in Palo Alto Networks Inc. for the third quarter, raising their ...
Gateway Investment Advisers LLC has reduced its holdings in CoStar Group, Inc.'s stock by selling 8,756 shares during the third quarter. As a result, they now hold 31,517 shares of the company's stock...
Stanley Laman Group Ltd. reduced its stake in Air Lease Corporation by 29.7% in the third quarter after selling 24,527 shares, resulting in a current holding of 57,917 shares....
Perigon Wealth Management LLC increased its holdings of Costco Wholesale Corporation stock by 4.2% in the third quarter, acquiring an additional 925 shares, bringing their total to 22,928 shares....
Rede Wealth LLC purchased 1,902 new shares of Adobe Inc. (NASDAQ: ADBE) stock during the third quarter, worth approximately $671,000 as per their most recent SEC filing Form 13F....
Perigon Wealth Management LLC increased its holdings in Merck & Co., Inc. (NYSE: MRK) by 22.9% during the third quarter, indicating a purchase of an additional 14,081 shares to arrive at total ownersh...
Osaic Holdings Inc. increased its holdings in Quantum Computing Inc.'s shares (QUBT) by purchasing an additional 78,424 shares during the second quarter, raising their total share count to 125,607....
Cadinha & Co. LLC has substantially increased its stake in W.W. Grainger Inc. (NYSE: GWW) during the third quarter, as reported via a filing with the SEC. Their holdings now include 14,447 shares of t...
Trust Point Inc. has acquired a new stock position in Applied Materials Inc., purchasing 2,840 shares valued at approximately $581,000, as reported in their latest 13F filing with the SEC for the thir...
Squarepoint Ops LLC has invested in Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by purchasing 5,768 shares worth about $1.2 million during the second quarter according to a recent filing with t...
Permanent Capital Management LP has acquired a new position in the Invesco S&P 500 Equal Weight ETF (NYSEARCA: RSP) during the third quarter. According to the firm's latest 13F filing with the SEC, th...
First Horizon Corp has acquired 12,687 shares of Sysco Corporation (SYY) during the third quarter, worth approximately $1,045,000, as reported in their latest Form 13F filing with the SEC. Other inves...
Harbor Investment Advisory LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ: SHY) during the third quarter, reporting an ownership of 45,086 shares after acquiring an additiona...
First Horizon Corporation established a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) during the third quarter of 2021, according to their latest filing with the Securities and Ex...
During the third quarter, Sandy Cove Advisors LLC significantly increased its holding in JPMorgan Ultra-Short Income ETF by acquiring an additional 146,606 shares, marking a rise of nearly 3571.4% fro...
DT Investment Partners LLC reduced its holding of Caterpillar Inc.'s shares by 19% during the third quarter, selling 1,840 shares and maintaining ownership of 7,855 shares after the transaction....
Generali Asset Management SPA SGR decreased its holdings in Aptiv PLC by 19.8% during the third quarter, reducing ownership from 33,123 to 26,569 shares after selling 6,554 shares....
Delta Investment Management LLC increased its holdings of FS Credit Opportunities Corp stock by 85.3% during the third quarter by purchasing an additional 218,438 shares to total 474,501 shares valued...
Valley National Advisers Inc. reduced its holdings of Cardinal Health Inc. shares by 96.2% during the third quarter, as reported through a Form 13F filing with the US Securities and Exchange Commissio...
Permanent Capital Management LP acquired 5,990 shares of Northern Trust Corporation's stock in the third quarter, valued at approximately $811,000. This information was disclosed through a Form 13F fi...
In the third quarter, Perigon Wealth Management LLC increased its stake in GE Vernova Inc. by 40.5%, acquiring an additional 1,843 shares to reach a total of 6,395 shares....
In the third quarter, Fulton Breakefield Broenniman LLC increased its stock holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 1.9%, adding 7,345 shares to reach a total of 384,827 sh...
Brookstone Capital Management increased its stake in Raytheon Technologies Corp., adding 8,547 shares to bring the total holdings to 116,849 shares by Q3 end. This increase is reported in the company'...
Cambridge Advisors Inc. increased its holdings by 13.9% during the third quarter by acquiring an additional 25,316 shares, bringing their total ownership to 206,939 shares....
Thrivent Financial for Lutherans has made a new investment of approximately $2.22 million in the Dimensional Short-Duration Fixed Income ETF (DFSD). In its latest filing with the Securities and Exchan...
Squarepoint Ops LLC decreased its stock holdings in Montrose Environmental Group Inc by 52.6% during the second quarter of 2023, reducing ownership to approximately 0.09% after selling 34,168 shares....
Exchange Traded Concepts LLC increased its holdings in Oklo Inc. (NYSE:OKLO) during the 3rd quarter by acquiring an additional 11,968 shares, raising its total ownership to 210,773 shares....
Dynamic Advisor Solutions LLC increased its holdings of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 3.0% in the third quarter, according to a recent filing with the SEC....
GoalVest Advisory LLC increased its holdings of Vanguard Growth ETF (VUG) during the third quarter, adding 2,052 shares to its existing position, making the total share count 79,825....
Fulton Breakefield Broenniman LLC decreased its holdings in Danaher Corporation by 6.6% in the third quarter of 2023, reducing ownership to 66,948 shares after selling 4,727 shares....
Osaic Holdings Inc reduced its stake in Targa Resources Inc (NYSE:TRGP) by 50.2% during Q2, having sold 40,772 shares to retain ownership of 40,464 shares....