institutional investment
169 articles • Page 1 of 4
Sumitomo Mitsui DS Asset Management increased its stake in Exxon Mobil by acquiring an additional 9,873 shares during the third quarter. The institutional investor now holds a total of 716,642 shares....
HB Wealth Management LLC increased its holdings of Martin Marietta Materials Inc stock by 78.5% during the third quarter, according to recent SEC filings. The institutional investor now holds a total ...
Ferguson Wellman Capital Management Inc. increased its holdings in State Street Corporation (STT) by 1.3% during the third quarter, upping its ownership of the company's stock to 1,141,261 shares foll...
Railway Pension Investments Ltd increased its shareholding in GoDaddy Inc. by 112% during the third quarter through a purchase of 23,300 additional shares, bringing their total holdings to 44,100 shar...
HM Payson & Co. reduced its holdings in Alphabet Inc. by selling 19,708 shares in the third quarter, resulting in a new total ownership of 1,212,629 shares which represents approximately 4.2% of their...
In the third quarter, Pacer Advisors Inc. purchased a new stake in Paramount Skydance Corporation, acquiring 43,680 shares with an estimated value of $826,000. This buy is detailed in their latest SEC...
In the third quarter, Copeland Capital Management LLC decreased its holdings of Costco Wholesale Corporation (NASDAQ:COST) by 24.7%, selling 3,940 shares and retaining ownership of 12,038 shares....
Calamos Wealth Management LLC increased its holdings in Prologis, Inc. by purchasing an additional 29,983 shares during the third quarter, raising its total stake to 138,742 shares....
Forefront Wealth Partners LLC has acquired new holdings totaling 11,493 shares of the Franklin U.S. Mid Cap Multifactor Index ETF (Ticker: FLQM) during the third quarter. The investment is valued at a...
Boston Trust Walden Corp decreased its holdings of ConocoPhillips shares by 19.2% during the third quarter. The reduction involved selling 77,272 shares, leaving the institutional investor with 326,19...
During the third quarter of 2023, Fermata Advisors LLC significantly reduced its holdings in iShares Russell 1000 Growth ETF (IWF) by selling off approximately 82% of its shares held. The firm now hol...
Oliver Luxxe Assets LLC acquired a new stake in Materion Corporation (NYSE:MTRN) during the third quarter with the purchase of 13,852 shares worth approximately $1.67 million as reported in their Form...
SG Americas Securities LLC reduced its shareholding in Quest Diagnostics Inc by 46.4% during the third quarter, decreasing holdings from an initial amount to 22,622 shares after selling 19,597 shares....
VIRGINIA RETIREMENT SYSTEMS ET Al increased their stake in NVIDIA Corporation by 0.6% in the third quarter, acquiring an additional 31,400 shares, resulting in a total of 5,312,390 shares....
During the third quarter, Comprehensive Financial Consultants Institutional Inc. sold 3,732 shares of iShares S&P 100 ETF (NYSEARCA: OEF), reducing its holdings by 58.6%. After the sale, the firm reta...
Squarepoint Ops LLC decreased its holdings of Autoliv Inc (NYSE:ALV) shares by 92.6% during the second quarter, according to SEC filings. After selling 73,899 shares, the investor now owns 5,938 share...
CHICAGO TRUST Co NA reduced its holdings of Accenture PLC (ACN) by 31% in the third quarter through the sale of 2,522 shares. The institutional investor now owns a total of 5,626 shares....
In the third quarter of 2021, Dynamic Advisor Solutions LLC increased its investment in iShares Core MSCI EAFE ETF by acquiring an additional 12,569 shares. This resulted in the firm holding a total o...
Sonoma Allocations LLC purchased 2,117 shares of Visa Inc., valued at approximately $710,000, during the third quarter, as reported to the Securities and Exchange Commission. This marks a new investme...
Generali Asset Management SPA SGR decreased its holdings of The Charles Schwab Corporation by 16.4% in the third quarter, selling 20,462 shares to maintain a position of 104,264 shares as per their re...
Sapient Capital LLC reduced its holdings in Chevron Corporation (NYSE: CVX) by selling 9,921 shares during the third quarter. Post sale, the institutional investor held 292,700 shares....
GRIMES & Co Wealth Management LLC increased its holdings in International Business Machines (IBM) by 24.9% during the third quarter, according to a recent SEC filing. The firm now owns 20,085 shares o...
Legacy Trust increased its holdings of iShares Core S&P 500 ETF (IVV) during the third quarter by adding 1,423 shares. This purchase raises their total ownership to 37,407 shares. The information is b...
The New York State Teachers Retirement System increased its stake in Dell Technologies Inc. by purchasing an additional 18,202 shares during the third quarter, raising its total holdings to 254,672 sh...
In Q3 2023, the New York State Teachers Retirement System increased its Howmet Aerospace (NYSE:HWM) stock holdings by 1.0%, totaling 332,924 shares....
SG Americas Securities LLC increased its holdings of Atmos Energy Corporation's stock by 206.8% during the third quarter, raising its ownership to 26,925 shares with an additional purchase of 18,148 s...
Caldwell Trust Co increased its holdings in iShares Core S&P 500 ETF (IVV) by 7.9% during the third quarter, with a total of 28,671 shares after acquiring an additional 2,095 shares....
In the third quarter, Ferguson Wellman Capital Management Inc. purchased 2,222 shares of Rockwell Automation, Inc., valued at approximately $777,000, according to a recent disclosure with the SEC....
HB Wealth Management LLC increased its stock position in Visa Inc. by 7.1% during the third quarter, according to their most recent SEC filing. The institutional investor now holds 194,498 shares of V...
Merit Financial Group LLC increased its holdings in the Dimensional US Core Equity Market ETF (DFAU) by adding 13,730 shares during the third quarter. This represents an 88.6% increase from their prev...
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....
Harbor Capital Advisors Inc. increased its holdings of Apple Inc. stocks by 2.7% during the third quarter, as detailed in their latest 13F filing with the SEC. They now own 82,411 shares after purchas...
Institutional investor Ninety One UK Ltd increased its stake in Exxon Mobil Corporation by 2.2% during the third quarter, purchasing an additional 56,551 shares and bringing their total position to 2,...
apricus wealth LLC reduced its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by selling 5,000 shares in the third quarter as reported to the Securities and Exchange Commission. Currently, the i...
In the third quarter, Diversified Trust Co increased its holdings in Eli Lilly & Co by 16.4%, adding an additional 2,758 shares to bring their total ownership to 19,592 shares....
In the third quarter, Ayrshire Capital Management LLC decreased its stock position in Mastercard Inc. by 8.2%, reducing its holdings to 11,797 shares after selling 1,049 shares....
Ascent Group LLC increased its holdings in Mastercard Inc by purchasing an additional 4,212 shares during the third quarter, resulting in a total ownership of 28,190 shares. This represents a 17.6% in...
Diversified Trust Co increased its holdings in GE Aerospace shares on NYSE-GE by 21.3% during the third quarter through additional purchases of 5,625 shares, raising its total to 32,021 shares....
Ergawealth Advisors Inc. increased its持股比例，在第三季度通过购买额外的131,412股，将其在Capital Group核心股票ETF（代码：NYSEARCA: CGUS）中的股份增加到165,554股。此信息来自该公司向美国证券交易委员会提交的最近年度13F表格文件。...
Permanent Capital Management LP purchased 27,651 shares of Aramark (NYSE: ARMK) in the third quarter, with a total value of approximately $1 million. The company has disclosed this information through...
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...
Global X Japan Co. Ltd. increased its stake in Intercontinental Exchange Inc. by purchasing an additional 5,455 shares during the third quarter, resulting in a portfolio increase of 5,523.7%. The inst...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 9.1% during the third quarter, as reported to the Securities and Exchange Commission...
Corsicana & Co. has acquired a new position in Exxon Mobil Corporation during the third quarter of the year, according to its latest filing with the SEC. The institutional investor purchased 28,540 sh...
Farther Finance Advisors LLC significantly increased its holdings of Vanguard Short-Term Corporate Bond ETF (VCSH) by 490.8% during the third quarter, purchasing an additional 745,386 shares to total ...
In the third quarter, Newton One Investments LLC boosted its stock holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 6,001 shares, representing an increase of 8.3%. After this add...
Sara Bay Financial increased its stake in AbbVie Inc. by 21.2% during the third quarter of 2023, according to an SEC filing. The firm now holds 17,179 shares after acquiring an additional 3,002 shares...
In the third quarter of 2023, Charles Schwab Trust Co increased its holdings in the Schwab US Large-Cap ETF (NYSEARCA:SCHX) by acquiring an additional 268,464 shares. The total stock position now stan...
Thrivent Financial for Lutherans reduced its holding in Knowles Corporation by 16.5% during the second quarter by selling 48,228 shares. The institutional investor now holds 244,552 shares of the comp...
Thrivent Financial for Lutherans has increased its holdings in Frontdoor Inc (NASDAQ:FTDR) by 24.4% during the second quarter through additional purchases of 14,403 shares, bringing their total stake ...