financial reporting
37 articles
Generali Asset Management SPA SGR significantly increased its holding in CoStar Group Inc's stock by purchasing an additional 20,661 shares, which raised its total stake to 23,880 shares following the...
Clark Asset Management LLC increased its holding of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) by 28.8% during the third quarter, adding an additional 177,228 shares to bring its total...
Heck Capital Advisors LLC reduced its holdings of the iShares 0-3 Month Treasury Bond ETF by selling 32,209 shares, resulting in a 28.1% decrease during the third quarter. The firm now owns 82,306 sha...
Geneos Wealth Management Inc. reduced its holdings in Schwab US Small-Cap ETF by approximately 94.1% during the third quarter. The firm sold 190,778 shares, resulting in current ownership of 12,051 sh...
Clear Harbor Asset Management LLC decreased its holdings of Ready Capital Corp's stock (NYSE:RC) by 44.6% in the third quarter due to a sale of 757,720 shares, resulting in ownership of 940,000 shares...
Daymark Wealth Partners LLC increased its holdings of Procter & Gamble stock during the third quarter by acquiring an additional 9,995 shares. The total number of shares held now amounts to 489,261....
Chris Bulman Inc increased its holdings of First Trust International Developed Capital Strength ETF (NASDAQ:FICS) by 12% in the third quarter, raising its stake to 162,406 shares after purchasing an a...
Everpar Advisors LLC increased its holdings in Capital Group Growth ETF (NYSEARCA: CGGR) by 15,119 shares during the third quarter. As a result of this acquisition, Everpar now owns 121,291 shares of ...
Osaic Holdings Inc increased its stake in Tyler Technologies by purchasing an additional 1,649 shares during the 2nd quarter, raising its total holdings to 4,050 shares....
Squarepoint Ops LLC increased its holdings in Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2x Shares (NYSEARCA: GUSH) by 84.3% during the second quarter as per its latest filing with the SEC....
The Czech National Bank increased its holdings in Meta Platforms Inc. (NASDAQ:META) by 3.8% in the third quarter, according to a recent SEC filing. It now owns 550,889 shares of the company after purc...
Permanent Capital Management LP purchased new shares worth approximately $670,000 in Deere & Company during the third quarter, according to a 13F filing with the SEC. The investment includes 1,461 sha...
Confluence Investment Management LLC reduced its holdings in The Clorox Company (NYSE: CLX) by 1.1% during the third quarter, selling a total of 10,417 shares and holding 931,093 shares of the company...
Valley National Advisers Inc. decreased its holdings in Halliburton Company by 97% during the third quarter of 2021, selling 65,242 shares and retaining 2,046 shares valued at approximately $50,000....
GRIMES & Co Wealth Management LLC reduced its holding of Kimberly-Clark Corporation by selling 10,290 shares in the third quarter, resulting in a new total ownership of 138,116 shares....
The New York State Teachers Retirement System reduced its stake in Oracle Corp by 0.6% during the third quarter of 2021, reducing its holdings to 1,350,411 shares valued at approximately $379.79 milli...
ORG Wealth Partners LLC reduced its holdings in AGNC Investment Corp., trimming 97.7% of its previous stake by selling 135,000 shares in the third quarter to retain 3,127 shares....
During the 3rd quarter, Generali Asset Management SPA SGR increased its holdings in Alphabet Inc. (NASDAQ: GOOGL) by purchasing an additional 4,615 shares, resulting in a total of 497,788 shares....
Ferguson Wellman Capital Management Inc. decreased its holdings of Palo Alto Networks by 16.4% in the third quarter through a sale of 4,931 shares, resulting in ownership of 25,159 shares....
Gateway Investment Advisers LLC has recently invested in the Vanguard S&P 500 ETF, acquiring 7,499 shares valued at approximately $4.59 million during the third quarter....
Retirement Financial Solutions LLC decreased its holdings in SPDR Gold Shares (NYSEARCA: GLD) by 79.0% during the third quarter, selling off 3,054 shares. The company now holds 813 shares of the ETF....
Generali Asset Management SPA SGR increased its investment in Cadence Design Systems Inc., adding 1,653 shares during the third quarter to hold a total of 28,949 shares worth approximately $10.17 mill...
Delta Investment Management LLC sold 42,264 shares of Enterprise Products Partners L.P., reducing its stake by 12.1% to 308,068 shares during the third quarter, as per SEC filings....
Calamos Wealth Management LLC acquired 8,000 shares of the iShares Silver Trust during the third quarter, with a total value of approximately $339,000. This represents new holdings for the firm....
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...
Permanent Capital Management LP acquired new holdings in Acacia Research Corporation (NASDAQ: ACTG) during the third quarter of 2023, according to a recent filing with the Securities & Exchange Commis...
Carnegie Investment Counsel increased its holdings of UnitedHealth Group Inc (NYSE: UNH) by 2.2% in the third quarter through additional purchases worth 2,316 shares, raising its total stake to 105,62...
In Q3 2023, Carnegie Investment Counsel reduced its ownership in Zebra Technologies Corporation by selling 20,138 shares or 34.6% of its holdings, down to a total of 38,126 shares....
During the third quarter, Fulton Breakefield Broenniman LLC increased its stake in Invesco QQQ (QQQ) by purchasing an additional 1,508 shares, bringing its total holdings to 11,607 shares....
During the third quarter of 2021, Canoe Financial LP reduced its holdings in Moody’s Corporation (NYSE: MCO) by selling 13,500 shares, bringing its total stake down to 412,142 shares. This refle...
During the third quarter, Exchange Traded Concepts LLC increased its holdings of Deere & Company by 118.5%, adding 32,937 shares to arrive at a total holding of 60,731 shares....
Exchange Traded Concepts LLC increased its holdings in Antero Midstream Corporation by 6.1% during the third quarter of 2023. The firm acquired an additional 60,628 shares, bringing their total stock ...
During the third quarter, Fifth Third Securities Inc. increased its holdings of Vanguard FTSE Developed Markets ETF (VEA) by 14.4%, purchasing an additional 43,306 shares to hold a total of 344,626 sh...
Central Bank & Trust Co. decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the third quarter, reducing its stake by selling 770 shares...
Thrivent Financial for Lutherans reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 70.3% during the second quarter, reducing ownership to 41,112 shares after selling 97,321...
Valley National Advisers Inc. significantly reduced its holdings in Nike (NKE) by 95.9% during the third quarter through a sale of 23,970 shares, leaving them with only 1,016 shares valued at approxim...
In the third quarter of 2023, Cantor Fitzgerald Investment Advisors LP reduced its stake in Schwab U.S. Large-Cap ETF (ticker: SCHX) by selling off 331,190 shares, resulting in a current holdings amou...