institutional investment
55 articles • Page 1 of 2
Bailard Inc., an institutional investor, reduced its holdings of Microsoft Corporation's stock (NASDAQ: MSFT) by 1.1% in the third quarter after selling 4,649 shares. Following this sale, Bailard owns...
Emerald Mutual Fund Advisers Trust reduced its holdings of NVIDIA Corporation by 32.6% during the third quarter, down to 11,547 shares after selling 5,577 shares....
Institutional investor Cherokee Insurance Co decreased its holdings of HCA Healthcare Inc by 19.8% during the third quarter as per a recent filing with the Securities and Exchange Commission, reducing...
In the third quarter, Atria Investments Inc. increased its holdings of Micron Technology (MU) by 26%, adding an additional 5,268 shares to reach a total ownership of 25,506 shares....
CIBC World Market Inc. increased its holdings of Rockwell Automation (NYSE: ROK) shares in the third quarter, according to a recent SEC filing. The institutional investor's position now includes 20,70...
Caisse des Dépôts et Consignations reduced its holdings in Lam Research Corp (NASDAQ:LRCX) by 5.3% during the third quarter through a sale of shares as reported in their latest SEC filing. After this ...
Rockland Trust Co. reduced its holdings of shares in The CocaCola Company (NYSE:KO) by 7.1% in the third quarter after selling 11,288 shares, resulting in ownership of 148,026 shares....
Balboa Wealth Partners reduced its holdings of Vanguard Short-Term Corporate Bond ETF (VCSH) by 51.4% during the third quarter, selling 8,484 shares to leave it with a holding of 8,021 shares....
CENTRAL TRUST Co reduced its shareholding in Bristol Myers Squibb Company by 7.6% during the third quarter through a sale of 9,285 shares. The institutional investor now owns 112,648 shares....
Cookson Peirce & Co. Inc. has acquired 5,654 shares of Krystal Biotech Inc., valued at approximately $998,000, during the third quarter as per a recent SEC filing....
During the third quarter, Checchi Capital Advisers LLC reduced its stake in Meta Platforms, Inc. by selling 2,280 shares. This reduction left the institutional investor with ownership of 15,102 shares...
Atria Investments Inc reduced its holdings in Booking Holdings Inc by selling 146 shares during the third quarter. This led to a new total holding of 2,145 shares. The adjustment was documented in Atr...
Assetmark Inc., an institutional investor, decreased its holdings of the iShares Core S&P 500 ETF (IVV) by selling 745,691 shares during the third quarter, ending with ownership of 161,674 shares. Thi...
Caisse des Dépôts et Consignations decreased its stake in Realty Income Corporation by 56.1% in the third quarter, as per a recent filing with the Securities and Exchange Commission. The institutional...
CIBC World Markets Inc. reduced its holdings in Targa Resources, Inc. (NYSE:TRGP) in the third quarter of 2021 by selling 5,501 shares, resulting in ownership of 166,119 shares....
During the third quarter, Caisse Des Depots ET Consignations reduced its holdings of Rollins, Inc. (NYSE: ROL) stock by 26.1% to 77,141 shares after selling 27,201 shares....
Advisors Asset Management Inc. reduced its holdings in Mastercard Incorporated by selling 1,590 shares during the third quarter, resulting in ownership of 117,101 shares valued at approximately $66.61...
In the 3rd quarter, C WorldWide Group Holding sold 103,352 shares of Aon plc, reducing its position by 16.7%. The institution now holds 517,308 shares of AON stock....
Drake & Associates LLC acquired 9,647 shares of PTC Inc., valued at approximately $1.833 million, during the third quarter as per their latest SEC filing....
Thrivent Financial for Lutherans reduced its holdings in Transdigm Group Incorporated (TDG) by 33.7% during the third quarter of 2021, based on their latest filing with the SEC. The reduction involved...
Envestnet Asset Management Inc. decreased its stock holdings in DuPont de Nemours by 2% during the third quarter of 2023. The institutional investor now owns 643,971 shares after selling 13,217 shares...
Bessemer Group Inc. increased its holdings in Intuitive Surgical by 22.8% during the third quarter of 2023, adding 179,450 shares to their existing position, resulting in ownership of 967,778 shares....
During the third quarter, Ameritas Advisory Services LLC significantly reduced its holdings in PepsiCo Inc., selling 8,583 shares to own only 5,946 shares of the company's stock as per their latest di...
Four Tree Island Advisory LLC increased its holdings in Willis Lease Finance Corporation by 5.4% during the third quarter, as reported to the SEC. The firm now owns 98,466 shares after adding more sha...
Coronation Fund Managers Ltd. reduced its holdings in Coupang Inc. by 13.3% in the third quarter, down to 4,975,812 shares after selling 760,307 shares during that period....
BLB&B Advisors LLC has increased its stake in Amazon.com Inc by 1.7% during the third quarter through an additional purchase of 2,667 shares, bringing their total holdings to 156,743 shares....
Baader Bank Aktiengesellschaft decreased its holdings in Mettler-Toledo International Inc. by 90.6% during the third quarter, reducing ownership to 310 shares after selling 2,997 shares of the medical...
CIBC World Market Inc. increased its holdings in Paychex Inc., adding 6,815 shares during the third quarter to a total ownership stake of 53,853 shares as reported in their SEC filing....
During the third quarter, Candriam S.C.A. reduced its holdings in Sprouts Farmers Market Inc. by 33%, decreasing the number of shares from previous ownership to 21,848 after selling an additional 10,7...
Envestnet Asset Management Inc increased its holdings in GE HealthCare Technologies Inc. by 15.8% during the third quarter, adding an additional 46,231 shares to bring their total holding to 338,914 s...
Great Lakes Advisors LLC increased its holdings in Alphabet Inc. by 3.5% during the third quarter, adding 38,392 shares, and now owns a total of 1,135,019 shares which represent 2.3% of their portfoli...
In the third quarter, CIBC World Market increased its holdings in Extra Space Storage Inc. by 19.4%, acquiring an additional 30,983 shares to own a total of 190,863 shares as per their latest 13F fili...
Caprock Group LLC acquired 37,736 new shares of Twilio Inc., increasing its stake by approximately $3,985,000 during the third quarter as per a regulatory filing with the SEC. Details on additional in...
Caprock Group LLC has acquired a new equity stake in AngloGold Ashanti PLC during the third quarter of 2023 through its filing with the SEC. The firm purchased shares amounting to approximately $3,728...
CIBC World Market Inc. decreased its holding of Blackstone Inc.'s stock by 33.3% during the third quarter, selling off 81,238 shares, which reduced their ownership to 162,445 shares based on SEC filin...
CIBC World Markets Inc. has increased its stake in Colgate-Palmolive Company's stock on the New York Stock Exchange (NYSE: CL) by purchasing an additional 192,597 shares during the third quarter of 20...
Caisse Des Depots ET Consignations has reduced its holdings of NVR, Inc. (NYSE:NVR) by 56.1% during the third quarter after selling 347 shares, resulting in an ownership total of 272 shares....
Envestnet Asset Management Inc. has boosted its holdings of Yum! Brands stock by 4.5% in the third quarter, acquiring an additional 11,532 shares and currently owning a total of 267,162 shares....
Envestnet Asset Management Inc. has raised its stake in iShares Morningstar Growth ETF (ILCG) by purchasing an additional 52,684 shares in the third quarter, upholding a total of 356,945 shares....
Institutional investor Bailard Inc. increased its holdings of Amazon.com by 2.8% during the third quarter through the acquisition of an additional 7,367 shares, bringing their total ownership to 271,8...
Johnson Investment Counsel Inc. increased its holdings of PepsiCo Inc by 1.5% in the third quarter, adding an extra 8,064 shares to its portfolio, resulting in a total of 555,743 shares....
Allianz Asset Management GmbH significantly reduced its holding in Yum! Brands Inc., cutting its stake by 72.5% through the sale of 127,235 shares during Q3, leaving it with a remaining ownership of 4...
Compagnie Lombard Odier SCmA decreased its holdings in The Coca-Cola Company by 2.5% during the third quarter by selling 34,543 shares, reducing their total stake to 1,328,086 shares....
TLW Wealth Management LLC reduced its holdings in Apple Inc. by 6.5% during the third quarter after selling 3,516 shares, leaving it with 50,473 shares which constitute approximately 7.4% of their por...
Bryce Point Capital LLC has added Sally Beauty Holdings, Inc. (NYSE:SBH) to its portfolio during the third quarter of the year by purchasing 35,034 shares valued at approximately $570,000. The transac...
ABN AMRO Bank N.V. increased its stock holdings in Costco Wholesale Corporation by 19% during the third quarter, acquiring an additional 18,609 shares to hold a total of 116,688 shares valued at $107....
In its most recent filing with SEC, Bessemer Group Inc. disclosed selling 1,511,678 shares of Fortinet, Inc., reducing its holdings by 31.8% to 3,238,791 shares....
In the third quarter, Vanguard Personalized Indexing Management LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.3%, acquiring an additional 10,042 shares to bring its total ownershi...
Jensen Investment Management Inc., an institutional investor, acquired a new position in lululemon athletica inc. during the third quarter by purchasing 8,220 shares worth approximately $1.463 million...
SVB Wealth LLC decreased its holdings in Cisco Systems Inc. by 6% in the third quarter of the year. The institution sold 12,780 shares, resulting in ownership of 201,008 shares of the network equipmen...