financial reports
35 articles
Swedbank AB increased its holdings in Meta Platforms Inc by 1%, adding an additional 34,238 shares during the third quarter, according to its latest SEC filing....
Osaic Holdings Inc. increased its investment in Kraft Heinz Company (NASDAQ:KHC) by 84.2% in the second quarter, adding 147,331 shares to reach a total holding of 322,239 shares....
Voya Investment Management LLC reduced its shareholding in Korn/Ferry International by 67.2% during the third quarter, selling a total of 19,832 shares and retaining 9,682 shares....
Forza Wealth Management LLC reduced its holdings in Broadcom Inc by 20.1% in the third quarter, selling 1,910 shares and retaining 7,610 shares as of their most recent filing with the SEC....
During the 3rd quarter, Generali Asset Management SPA SGR reduced its holdings of AbbVie Inc (NYSE: ABBV) by selling 6,172 shares, resulting in a total ownership of 78,122 shares....
Delta Investment Management LLC increased its holdings in the NEOS S&P 500 High Income ETF (SPYI) by purchasing an additional 45,419 shares in Q3, bringing its total ownership to 122,925 shares. The m...
CUSHING ASSET MANAGEMENT LP, trading as NXG INVESTMENT MANAGEMENT, has increased its stake in Nextpower Inc. by 23%, adding 20,000 shares to a total of 107,000 during the third quarter....
During the second quarter, Osaic Holdings Inc significantly increased its stock holdings of First Bank (NASDAQ:FRBA). The firm's position grew to 199,236 shares due to an additional purchase of 195,15...
The shares of B.P. Marsh & Partners PLC have fallen below their 200-day moving average during trading on Thursday, dropping to GBX 671.97 with a volume of 131,796....
LifeWealth Investments LLC increased its holdings in Microsoft Corporation by 30% in the third quarter, purchasing an additional 2,703 shares, bringing their total stock position to 11,724 shares....
Cwm LLC significantly increased its holdings of iShares S&P 100 ETF (OEF) during the third quarter, raising its position by 127.5% through adding 652,134 shares....
Signal Advisors Wealth LLC decreased its holdings of Fidelity Enhanced International ETF (NYSEARCA:FENI) by 79.8% in the third quarter, selling off 39,760 shares and retaining 10,092 shares....
Douglas Lane & Associates LLC decreased its holdings of UnitedHealth Group Inc by 4.1% in the third quarter of 2023, as reported to the SEC with a 13F filing. The position now includes 74,074 shares a...
Three Bridge Wealth Advisors LLC decreased its holdings in Alphabet Inc. by 30.1% during the third quarter, selling 5,894 shares and holding 13,718 shares as of the latest SEC filing....
Valmark Advisers Inc. increased its investment in JPMorgan International Bond Opportunities ETF (ticker: JPIB) significantly during the third quarter, doubling its holding through an additional purcha...
The State of Alaska Department of Revenue significantly increased its stock position in Datadog Inc., raising its share count by 379% through the acquisition of an additional 27,422 shares during the ...
Geneos Wealth Management Inc. decreased its holdings in Parker-Hannifin Corporation (NYSE:PH) by selling 1,637 shares during the third quarter. This reduced their position to 636 shares....
Geneos Wealth Management Inc. reduced its stock position in Phillips Edison & Company, Inc. (NASDAQ: PECO) during the third quarter of 2023 by selling 22,705 shares, leaving it with a holding of 15,19...
Commonwealth Equity Services LLC decreased its ownership of PayPal Holdings, Inc.'s shares by 7.5% during the third quarter, selling a total of 19,011 shares to retain 233,604 shares....
Security National Bank decreased its stock holdings in Meta Platforms, Inc. by 32%, reducing its ownership from 2795 shares to 1900 shares during the third quarter after selling 895 shares....
Railway Pension Investments Ltd has increased its stake in Hilton Worldwide Holdings Inc. by 15% in the third quarter, acquiring an additional 5,000 shares for a total of 38,400 shares....
Calamos Wealth Management LLC reduced its holdings of Alamos Gold Inc., selling 40,948 shares and owning 74,635 shares at the end of the third quarter, according to a 13F filing....
Calamos Wealth Management LLC reduced its stake in Royal Caribbean Cruises Ltd. (NYSE: RCL) during the third quarter of 2023, selling 126,302 shares and holding only 45,211 shares after these transact...
Fort Washington Investment Advisors Inc. OH Buys 123,912 Shares of Merit Medical Systems, Inc. $MMSI
Fort Washington Investment Advisors Inc. in Ohio increased its holdings in Merit Medical Systems Inc (NASDAQ: MMSI) during the third quarter of the year. After purchasing an additional 123,912 shares,...
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....
Osaic Holdings Inc. increased its holdings in Franklin U.S. Core Bond ETF (NYSEARCA: FLCB) by 68.7% during the second quarter, having acquired an additional 55,129 shares, bringing their total ownersh...
DAVENPORT & Co LLC reduced its holdings of Applied Materials, Inc.'s stock by 6.5% during the 3rd quarter. The reduction was from selling 3,137 shares, leaving DAVENPORT & Co LLC with a total holding ...
DAVENPORT & Co LLC increased its holdings of Eli Lilly and Company shares by 6.5% in the third quarter, adding 2,080 more shares to reach a total ownership of 34,138 shares worth approximately $25.91 ...
Cwm LLC increased its holdings in SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST) by 13.9% during the third quarter, purchasing an additional 434,344 shares to own a total of 3,562,010 shares....
During the third quarter, Friedenthal Financial significantly reduced its holdings of Vanguard Short-Term Corporate Bond ETF (VCSH) by 74.1%, according to a recent SEC filing....
Osaic Holdings Inc increased its stock position in Agilent Technologies (NYSE:A) by purchasing an additional 17,817 shares, bringing the total holdings to 68,053 shares or a 35.5% increase from the pr...
Ferguson Wellman Capital Management Inc. decreased its stake in iShares U.S. Aerospace & Defense ETF (ITA) during the third quarter of 2023, reducing holdings by selling 5,756 shares and trimming its ...
Generali Asset Management SPA SGR has purchased 20,998 shares of Tapestry Inc., a luxury accessories retailer, worth approximately $2.377 million during the Q3 quarter as reported in their latest SEC ...
During the third quarter, Capital Insight Partners LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by 23.5%, adding an additional 7,148 shares to reach a total of 37,600 shares valued at ...
During the third quarter, the Czech National Bank increased its holdings in The Sherwin-Williams Company by 4.5%, acquiring an additional 2,537 shares to reach a total of 58,892 shares....