institutional investment
169 articles • Page 3 of 4
Burney Co. reduced its shareholding in Roper Technologies Inc (ROP) by 60.3% during the third quarter of this year, selling 1,549 shares and retaining 1,018 shares according to SEC filings....
Diversified Trust Co increased its holdings in PPG Industries Inc (NYSE: PPG) shares by 18.8% during the third quarter by acquiring an additional 8,713 shares, making their total ownership stand at 54...
In its recent filing with the Securities and Exchange Commission, Diversified Trust Co reported an increased stake in Chubb Limited (NYSE:CB) for the third quarter by 4.3%, following the purchase of a...
Ergawealth Advisors Inc decreased its holdings of the NASDAQ-listed First Trust Rising Dividend Achievers ETF (RDVY) by 36% in Q3, offloading 97,766 shares and retaining ownership of 173,824 shares....
Permanent Capital Management LP has acquired 52,303 shares of Golar LNG Limited's stock, valued at approximately $2,114,000, according to recent SEC filings. This purchase marks the establishment of a...
During the third quarter, Granite Bay Wealth Management LLC decreased its holdings in Alphabet Inc. by selling 3,366 shares, reducing its ownership to 35,349 shares. This information was disclosed thr...
Valley National Advisers Inc. significantly reduced its holdings in Sysco Corporation (SYY) stocks by 95.8% during the third quarter, as stated in their recent Securities and Exchange Commission filin...
Deprince Race & Zollo Inc. reduced its shareholding in Parker-Hannifin Corporation by 10% during the third quarter, after selling 5,806 shares and now owning 52,376 shares....
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by purchasing an additional 4,206 shares. They now own a total of 36,266 sha...
During the third quarter, Deprince Race & Zollo Inc. increased its holdings in Weyerhaeuser Company (WY) by purchasing an additional 56,901 shares, bringing their total stake to 1,097,609 shares....
Deprince Race & Zollo Inc. reduced its shareholding in Enersys (NYSE: ENS) during the third quarter through a sale of 50,393 shares, reducing their ownership to 1,042,865 shares as reported to the Sec...
In the third quarter, Ellsworth Advisors LLC acquired 4,044 shares of McDonald’s Corporation, valued around $1.235 million, according to a recent SEC filing. The move indicates the firm’s growing inte...
Ellsworth Advisors LLC acquired 36,464 shares of Vertiv Holdings Co. during the third quarter, valuing their holdings at about $5.5 million. Other institutional investors also altered their positions ...
Dragoneer Investment Group LLC significantly increased its investment in Duolingo by purchasing an additional 1,208,346 shares during the third quarter. This increase brought their total holdings to 1...
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
Blue Zone Wealth Advisors LLC increased its holdings in Salesforce Inc. by 43% during the third quarter of the fiscal year, according to a recent filing with the Securities and Exchange Commission. Th...
In the third quarter, Brookstone Capital Management increased its stake in The Home Depot (NYSE:HD) shares by purchasing an additional 2,813 shares, leading to a total of 34,547 shares owned....
DAVENPORT & Co LLC reduced its holdings in S&P Global Inc by selling 1,173 shares in the third quarter, bringing their ownership to 16,867 shares....
Canoe Financial LP reduced its holdings in Range Resources Corporation by selling 654,400 shares during the third quarter, leaving it with 1,391,309 shares....
Axos Invest Inc. has recently purchased 17,589 shares of the Vanguard S&P 500 ETF (NYSEARCA: VOO) during the third quarter, with an approximate total value of $10,771,000 according to their latest SEC...
Global X Japan Co. Ltd. increased its holdings in McDonald's Corporation (NYSE:MCD) by 236.7% in the third quarter, adding 4,571 shares to their portfolio which now totals 6,502 shares of McDonald's s...
Squarepoint Ops LLC enhanced its holding of Rigel Pharmaceuticals Inc.'s shares on NASDAQ by acquiring an additional 14,135 stocks in the second quarter, increasing their total ownership to 36,215 sha...
Cape ANN Savings Bank acquired a new position in Salesforce Inc. (NYSE: CRM) during the third quarter as disclosed to the Securities and Exchange Commission. The acquisition consists of 1,934 shares w...
Farther Finance Advisors LLC increased its stake in International Business Machines Corporation (IBM) during the third quarter of this year, adding 2,368 shares to raise its total holdings to 31,851 s...
Elevation Wealth Partners LLC reduced its holdings of Tesla Inc.'s stock by 12% in the third quarter, selling 1,058 shares and holding 7,749 shares as per recent SEC filings....
Exchange Traded Concepts LLC has decreased its holdings in Medtronic PLC by 54.4% during the third quarter following the sale of 113,677 shares. The institutional investor now holds 95,431 shares....
Squarepoint Ops LLC has increased its holdings of Ondas Holdings Inc. (NASDAQ: ONDS) shares in the second quarter by purchasing an additional 293,628 shares to own a total of 356,421 shares....
Thrivent Financial for Lutherans reduced its holdings of GoDaddy Inc., selling 9,591 shares to hold only 11,359 shares after the second quarter....
During the third quarter, Rydar Equities Inc. reduced its holdings of Johnson & Johnson (NYSE:JNJ) by 55.8%, selling 3,178 shares and ending up with 2,515 shares....
Exchange Traded Concepts LLC increased its holdings in MercadoLibre, Inc.'s stock by purchasing an additional 1,755 shares during the third quarter, raising its total to 13,987 shares....
Thrivent Financial for Lutherans decreased its stake in Schwab U.S. TIPS ETF (SCHP) by 54.5% during the second quarter, selling off 210,422 shares and reducing overall holdings to 175,333 shares....
Fairvoy Private Wealth LLC increased its investment in the ETF Invesco QQQ by buying an additional 1,770 shares, raising their total holdings to 10,349 shares as per recent filing with SEC....
Innovator U.S. Equity Ultra Buffer ETF – January $UJAN Shares Bought by Orion Porfolio Solutions LLC
Orion Portfolio Solutions LLC increased its holdings of the Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN) by 135.6% in Q2, according to filings with the SEC....
Orion Portfolio Solutions LLC sold 16,013 shares of the Fidelity MSCI Communication Services Index ETF (FCOM) in the second quarter, reducing its position by 34.5%. After these sales, Orion holds 30,4...
CHICAGO TRUST Co NA reports increasing its holdings by acquiring 5,060 shares of Micron Technology Inc., placing an estimated value of approximately $847,000 on this purchase. The disclosure is part o...
Thrivent Financial for Lutherans increased its shareholdings in Aflac Inc by purchasing an additional 7,711 shares in the second quarter. This acquisition brings Thrivent's total holdings to 34,580 sh...
Institutional investor BDF Gestion decreased its holdings in Mondelez International Inc. by selling 14,043 shares during the third quarter, reducing its stake by 17.2%. After this sale, it now owns 67...
Eclectic Associates Inc. ADV reduced its holdings of Invesco QQQ ETF by 16.8% in the third quarter after selling 1,194 shares, resulting in ownership of 5,932 shares....
Eclectic Associates Inc. ADV Has $9.39 Million Stock Position in Vanguard Ultra-Short Bond ETF $VUSB
Eclectic Associates Inc. ADV reduced its holdings by 5.8% in the third quarter of Vanguard Ultra-Short Bond ETF, selling 11,578 shares and maintaining ownership at 187,890 shares....
Fermata Advisors LLC has purchased 39,386 shares in First Trust BuyWrite Income ETF (FTHI), according to their most recent SEC filing. The purchase was valued at around $934,000....
Fermata Advisors LLC increased its holdings in MFS Active Core Plus Bond ETF (NYSEARCA:MFSB) by 36.7% during the third quarter, adding to an existing position of 487,260 shares as reported in a recent...
Fermata Advisors LLC increased its holdings of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.9% in the third quarter, after buying an additional 12,699 shares, bringing their total to 229,59...
Contravisory Investment Management Inc. significantly increased its holdings of Warner Bros. Discovery (NASDAQ:WBD) shares in the third quarter, upping its ownership from nearly none to 35,925 shares ...
The Oregon Public Employees Retirement Fund increased its holdings of Veralto Corporation's stock by 32.6% in the third quarter, buying an additional 6,972 shares to reach ownership of 28,383 shares w...
FengHe Fund Management Pte. Ltd. significantly reduced its holdings of AppLovin Corporation's stock by 94%, selling off 86,729 shares in the third quarter to retain only 5,505 shares....
Plimoth Trust Co. LLC decreased its shareholding in Alphabet Inc., reducing by 3.5% in the third quarter and selling 2,306 shares, according to a recent filing with the SEC. The firm now holds 63,282 ...
DBK Financial Counsel LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by 31.1% during the third quarter, owning a total of 7,226 shares after purchasing an additional 1,715 shares....
Financial Consulate Inc has acquired 2,443 shares of McDonald's Corporation stock valued at approximately $742,000 in the third quarter....
Canoe Financial LP has reduced its holdings in Alphabet Inc by 11.5% during the third quarter through sale of 152,500 shares, leaving them with 1,176,314 shares which now represent approximately 4.1% ...
Chris Bulman Inc increased its holdings of Invesco QQQ (NASDAQ:QQQ) during the third quarter by purchasing an additional 2,386 shares. As a result, they now own 24,220 shares....