institutional investment
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Thrivent Financial for Lutherans decreased its holdings in Werner Enterprises Inc. by 47.6% during the second quarter through a sale of 133,746 shares, reducing their total ownership to 146,973 shares...
Squarepoint Ops LLC increased its stake in eToro Group Ltd by acquiring 19,072 shares worth approximately $1.27 million during the second quarter of this year, according to recent regulatory filings w...
In the third quarter, Breakthru Advisory Services LLC purchased a new position in iShares MSCI EAFE ETF (EFA), acquiring 36,260 shares valued at approximately $3.386 million according to their latest ...
During the third quarter, Eclectic Associates Inc. ADV increased its holdings in Dimensional Emerging Core Equity Market ETF ($DFAE) by purchasing an additional 127,882 shares, bringing its total owne...
Institutional investor Chapin Davis Inc. reduced its holdings in AT&T Inc by 73.7% in the third quarter after selling off 123,172 shares, leaving them with a total ownership of 44,009 shares....
Sumitomo Mitsui DS Asset Management Company Ltd increased its stock position in Kenvue Inc. by 27.1% during the third quarter, acquiring an additional 66,192 shares to reach a total of 310,686 shares....
OMNI 360 Wealth Inc. reported a significant reduction in its Amazon.com holdings by 77.9% during the third quarter. The institutional investor now owns 1,384 shares of AMZN after selling 4,886 shares....
Econ Financial Services Corp has acquired 19,172 shares of Airbnb, Inc.'s stock during the third quarter, totaling approximately $2,328,000. This information was disclosed through a recent filing with...
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...
Permanent Capital Management LP has newly acquired a position of 6,300 shares in BWX Technologies, Inc., with an estimated value of approximately $1,162,000, according to their recent filing with the ...
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...
Burns Matteson Capital Management LLC acquired 3,617 new shares of Expeditors International of Washington, Inc., valued at approximately $443,000, during the third quarter as disclosed in their most r...
Farther Finance Advisors LLC reduced its holdings of Accenture PLC by 12.3% during the third quarter by selling 2,849 shares, leaving it with a position of 20,222 shares....
In the third quarter, Brookstone Capital Management reduced its stock position in Advanced Micro Devices Inc by 46%, selling 94,386 shares and retaining ownership of 110,694 shares....
In the third quarter, SK Wealth Management LLC acquired a new position in Invesco QQQ (NASDAQ: QQQ), purchasing 1,316 shares with an approximate total value of $803,000. The firm is among several othe...
In the third quarter, BDF Gestion decreased its holdings in The TJX Companies Inc., cutting 9,010 shares or 17.2%. As a result, the institutional investor now holds 43,332 shares....
The Czech National Bank has increased its holdings in The PNC Financial Services Group by 3.4% during the third quarter through an additional purchase of 3,329 shares, bringing its total ownership to ...
During the third quarter, Crew Capital Management Ltd increased its holdings in The Procter & Gamble Company by purchasing an additional 6,661 shares. This brings their total ownership to 47,531 share...
Garrison Point Advisors LLC increased its holdings in Meta Platforms (META) by 94.1% during the third quarter, as reported to the SEC through a Form 13F filing. The firm now owns 8,799 shares of META ...
GRIMES & Co Wealth Management LLC decreased its holdings in Incyte Corporation by selling 16,883 shares during the third quarter. As a result, the institutional investor now owns 163,132 shares....
Trilogy Capital Inc. increased its shareholding in Eli Lilly and Company by 11.9% during the third quarter through a purchase of an additional 499 shares, bringing their total ownership to 4,686 share...
Institutional investor Heck Capital Advisors LLC increased its ownership of the iShares Core S&P 500 ETF (IVV) by purchasing an additional 13,012 shares in Q3, bringing their total holdings to 283,481...
CWA Asset Management Group LLC has increased its stake in Alphabet Inc., purchasing an additional 3,444 shares in the third quarter, leading to a total of 157,143 shares according to their most recent...
During the third quarter, Farnam Financial LLC raised its holding of the Invesco BulletShares 2028 Corporate Bond ETF (BSCS) by 26.2%. This increase resulted from an additional acquisition of 46,103 s...
Elk River Wealth Management LLC has increased its holdings of Intercontinental Exchange Inc. (NYSE:ICE) shares by 44.4% during the third quarter, as reported in their recent SEC filing. The firm now h...
Institutional investor Duncker Streett & Co. Inc. increased its holding of AbbVie Inc. by 17.7% in the third quarter, adding 10,721 shares to raise its total持股至71,277股。...
During the third quarter, Clear Harbor Asset Management LLC increased its holdings in Everest Group, Ltd. by 9.2%, adding an additional 1,517 shares to reach a total ownership of 17,942 shares....
Clear Harbor Asset Management LLC reduced its shareholding in Wells Fargo & Co by selling 15,925 shares in the third quarter. Following this transaction, the institutional investor now holds 31,168 sh...
Financial Consulate Inc. has acquired a new position of 7,716 shares in Alphabet Inc., valued at approximately $1.879 million, during the third quarter as per their latest disclosure with the Securiti...
Hofer & Associates Inc has acquired a new stake in Alphabet Inc., purchasing 1,700 shares with an approximate value of $414,000 during the third quarter....
In the third quarter, Ninety One UK Ltd decreased its holdings in Broadcom Inc., a semiconductor manufacturer, by selling 344,912 shares. Despite the sale, Broadcom still comprises approximately 2.7% ...
D.A. Davidson & CO. increased its holdings in Walmart Inc. by 2.5% in the third quarter, adding 10,781 shares to bring its total to 445,638 shares....
CWA Asset Management Group LLC increased its holdings in Adobe Inc. by 334.9% during the third quarter, acquiring an additional 7,039 shares to total ownership of 9,141 shares as per SEC filings....
Merit Financial Group LLC increased its holdings of Nasdaq Inc. (NDAQ) shares by 65.9% in the third quarter as per its latest 13F filing with the SEC. The institutional investor now owns 13,645 shares...
Hamilton Capital Partners LLC decreased its holdings of Microsoft Corporation's stock by 11.1% during the third quarter, reducing its ownership from previously held shares to a total of 36,013 shares ...
Eagle Strategies LLC increased its holdings of iShares Core S&P 500 ETF (IVV) by purchasing an additional 4,083 shares in the third quarter. The total number of shares now owned stands at 19,102....
Davis Capital Management bought new shares of iShares Core S&P 500 ETF (ticker: IVV) during the third quarter. The institutional investor acquired 867 shares, worth approximately $580,000, accordi...
Global Retirement Partners LLC reduced its holdings in Eli Lilly and Company by selling 2,706 shares in the third quarter, decreasing their total stock ownership to 18,023 shares....
Spreng Capital Management Inc. increased its holdings of Invesco QQQ (NASDAQ: QQQ) by 55.2% during the third quarter, adding 848 shares to bring their total ownership to 2,384 shares....
During the third quarter, Penobscot Investment Management Company Inc. increased its holdings in Eli Lilly and Company by 14.5%, acquiring an additional 1,509 shares, resulting in total ownership of 1...
During Q3 2023, Generali Asset Management SPA SGR significantly increased its stake in C.H. Robinson Worldwide by purchasing an additional 16,354 shares, raising total holdings to 17,528 shares....
Rainier Family Wealth Inc. increased its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 8.3% in the third quarter of the year. The institutional investor increased their stock ownership to 45,846 sh...
Ethic Inc., an institutional investor, acquired a new stake in Encompass Health Corporation by purchasing 10,017 shares in the third quarter according to recent filings with the SEC. The total valuati...
Osaic Holdings Inc. substantially increased its holdings in Fidelity Corporate Bond ETF (NYSEARCA: FCOR) by 634.2% in the second quarter, adding another 23,834 shares to its portfolio, making it the o...
Davidson Trust Co. reduced its holdings in shares of McDonald’s Corporation by selling 16,787 shares in the third quarter. The institutional investor now owns 3,340 shares of the fast-food company....
In its recent 13F filing with the SEC, Diversified Trust Co reported a significant increase (211.5%) in its holdings of HF Sinclair Corporation's stock to 45,509 shares, following the purchase of an a...
In the third quarter, Brendel Financial Advisors LLC significantly increased its stake in Illinois Tool Works Inc., a New York Stock Exchange-listed company, by purchasing an additional 12,954 shares....
Calamos Advisors LLC acquired 1,146,015 shares in TEGNA Inc. during the third quarter, adding a new position to its portfolio with an investment worth about $23,298,000. As a result of this transactio...
Chemung Canal Trust Co. increased its holding in Merck & Co., Inc. by purchasing an additional 13,285 shares during the third quarter, raising its total holdings to 76,338 shares....
Bricktown Capital LLC increased its holdings in the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 72.1% in Q3 2023, purchasing an additional 206,000 shares, bringing their total ownership to 491,750 s...