institutional investor
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Squarepoint Ops LLC has acquired 17,303 shares of LTC Properties Inc., valued at approximately $599,000, during the second quarter as reported by their most recent SEC filing. The purchase marks a new...
Osaic Holdings Inc., an institutional investor, increased its holdings in Franklin Dynamic Municipal Bond ETF (NYSEARCA: FLMI) by 192% during the second quarter of 2023 as reported in their latest For...
E. Ohman J or Asset Management AB increased its holdings in Airbnb Inc. (NASDAQ:ABNB) by 6.1%, adding an additional 12,810 shares during the third quarter....
FengHe Fund Management Pte. Ltd. Purchases New Position in Futu Holdings Limited Sponsored ADR $FUTU
According to FengHe Fund Management's latest filing with the Securities and Exchange Commission, they have acquired a new position in Futu Holdings Limited Sponsored ADR (NASDAQ:FUTU) by purchasing 18...
Leslie Global Wealth LLC reduced its holdings in iShares MSCI USA Quality Factor ETF (BATS: QUAL) by 12.6% in the third quarter, selling 4,099 shares and ending up with 28,376 shares....
Railway Pension Investments Ltd significantly increased its stake in Danaher Corporation (DHR) by 148.4% in the third quarter of 2023, as per their latest SEC filing....
In the third quarter, Ehrlich Financial Group decreased its holdings of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) by 37.7%, selling 22,948 shares and retaining ownership of 37,971 shares....
Focus Financial Network Inc. increased its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 127% during the third quarter, purchasing an additional 12,396 shares, leading to a total o...
Boston Trust Walden Corp has decreased its stake in PepsiCo Inc (NASDAQ:PEP) by 23.1% during the third quarter of 2023, selling off 170,027 shares to retain ownership of 565,525 shares....
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Abbott Laboratories (ABT) in Q3 by purchasing an additional 10,635 shares, bringing the total to 70,424 shares....
Ethic Inc. decreased its holdings by 35.2% in Best Buy Co., Inc. during the third quarter of 2021, selling 8,880 shares and retaining ownership of 16,376 shares as per their SEC Form 13F filing....
Permanent Capital Management LP has acquired a new stake in Invesco QQQ during the third quarter as per its recent Form 13F filing with SEC. The purchase includes 2,083 shares valued at approximately ...
First Horizon Corp acquired 104,407 shares of First Horizon Corporation's stock in the third quarter, valued at approximately $2,361,000, according to a recent Form 13F filing with the SEC....
During the third quarter, Legacy Trust increased its holdings in Eli Lilly and Company by purchasing an additional 1,220 shares, thereby raising its total ownership to 2,244 shares....
CWA Asset Management Group LLC increased its holdings in GE Vernova Inc (GEV) by purchasing an additional 1,211 shares during the third quarter. This raised its total stock ownership to 3,630 shares v...
Global Retirement Partners LLC increased its holdings of iShares MSCI EAFE ETF by 26.1% during the third quarter, acquiring an additional 10,032 shares to own a total of 48,460 shares....
Calamos Advisors LLC reduced its holdings of Parker-Hannifin Corporation (NYSE:PH) by 27.2% during the third quarter, selling 11,110 shares to hold a total of 29,769 shares....
Permanent Capital Management LP has acquired 7,296 shares of Vail Resorts Inc., worth approximately $1,091,000, during the third quarter as per their latest filing with the SEC. This marks a new posit...
E. Ohman J or Asset Management AB sold 9,606 shares in Datadog Inc., reducing its stake by 17.6% in the third quarter. The firm now holds 44,981 Datadog shares....
Decker Retirement Planning Inc., an institutional investor, has significantly increased its holdings of AppLovin Corporation (NASDAQ: APP) in the third quarter, with a rise of 52,626.1% which was achi...
Nisa Investment Advisors LLC increased its stake in Starwood Property Trust, Inc. by 194.7% during the third quarter of the year, as reported to the Securities and Exchange Commission. The investment ...
Nisa Investment Advisors LLC increased its holdings in Snowflake Inc. by 727.8% during the third quarter of this year. The firm acquired an additional 18,450 shares, bringing its total stake to 20,985...
The Louisiana State Employees Retirement System decreased its holdings of Qorvo Inc. by 47.7% in the third quarter after selling 20,800 shares, reducing ownership to 22,800 shares....
Silver Oak Securities Incorporated has raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 12.2% during the third quarter through additional purchases of 3,534 shares, reaching a total holding of 32,5...
CoreCap Advisors LLC increased its holdings in Palo Alto Networks Inc.'s stock by acquiring an additional 2,987 shares during the third quarter. The investment firm now owns a total of 9,694 shares as...
Sapient Capital LLC reported an increase of 4.4% in its stake in Amazon.com, Inc., by purchasing additional 23,337 shares during the third quarter, bringing its total holdings to 552,161 shares and co...
Community Trust & Investment Co. has recently purchased 4,295 shares of the Vanguard Growth ETF (VUG) in the third quarter, with a total valuation of approximately $2,060,000. This acquisition was dis...
In its recent filing with the SEC, Ninety One UK Ltd disclosed that it cut its holdings in Alphabet Inc. by selling 72,787 shares during the third quarter, leaving them with 119,337 shares....
In the third quarter, Leslie Global Wealth LLC increased its stake in SPDR Portfolio S&P 500 Value ETF (SPYV) by purchasing an additional 41,721 shares, bringing its total holdings to 417,960 shares....
Semus Wealth Partners LLC increased its holdings in the Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) by 31% during the third quarter, as reported to the SEC. The firm now holds a total of 73,3...
Endeavor Private Wealth Inc. increased its position in Vanguard FTSE Developed Markets ETF (VEA) by 309.1% in the third quarter, according to a recent filing with the Securities and Exchange Commissio...
C2P Capital Advisory Group LLC, trading as Prosperity Capital Advisors, has purchased 41,836 shares of the Schwab International Equity ETF (SCHF) during the third quarter. This acquisition is reported...
Generali Asset Management SPA SGR increased its shareholding in Dover Corporation by 103.4% during the third quarter through the acquisition of an additional 8,145 shares, resulting in a total ownersh...
Eagle Strategies LLC increased its holdings in iShares Silver Trust (SLV) by 728.4% during the third quarter by acquiring an additional 78,097 shares, which brings their total ownership to 88,818 shar...
In the third quarter, Discipline Wealth Solutions LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (AGG) by purchasing an additional 8,157 shares, raising its total ownership to 26,5...
During the third quarter, Eldred Rock Partners LLC increased their holdings of Lam Research Corporation stock by 12.1%, acquiring an additional 19,657 shares to a total of 181,603 shares....
Delta Investment Management LLC acquired 59,357 shares of the Global X Silver Miners ETF (NYSEARCA:SIL) during the third quarter as per its latest SEC Form 13F filing. The investment amounts to a valu...
Calamos Advisors LLC decreased its holdings in Boston Scientific Corporation by 21.5% during the third quarter of 2023, selling 244,349 shares and retaining 894,430 shares as per their SEC filing....
Institutional investor Cwm LLC increased its shareholding in Brown & Brown Inc. by 895.9% during the third quarter, adding 56,265 shares to bring their total holdings to 62,545 shares of the financial...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its holdings in Nutanix (NASDAQ:NTNX) during the third quarter by 71.4%, bringing its total to 60,000 shares following the acquisiti...
Diversified Trust Co reduced its holdings in Salesforce Inc. by selling 8,246 shares during the third quarter, as reported in a recent SEC filing. The firm now holds 19,540 shares post-sale....
Sapient Capital LLC reduced its stake in AbbVie Inc. (NYSE: ABBV) during the third quarter of 2023, selling 8,543 shares and holding 219,951 shares after this transaction, which now constitutes about ...
HBK Sorce Advisory LLC decreased its holdings of Thermo Fisher Scientific Inc (TMO) by selling 1,512 shares in the third quarter, reducing their overall stake to 7,498 shares....
Institutional investor Sowell Financial Services LLC increased its holdings of abrdn Physical Gold Shares ETF (SGOL) by 22.5% through additional purchases totaling 15,990 shares during the third quart...
Osaic Holdings Inc. increased its stake in Argan, Inc. (NYSE:AGX) by 89.1% during the second quarter through an additional purchase of 5,251 shares, resulting in a total ownership of 11,146 shares....
In the third quarter, Deprince Race & Zollo Inc. increased its stock holdings in Apogee Enterprises by 97.1% to a total of 500,428 shares following an additional acquisition of 246,529 shares....
Osaic Holdings Inc increased its stock position in Toronto-Dominion Bank by 20.9% in the second quarter through additional purchases of 7,282 shares, bringing their total holdings to 42,190 shares....
Carnegie Investment Counsel reduced its holdings in Accenture PLC (NYSE: ACN) by 41.2% in the third quarter, after selling 42,661 shares. The firm now owns 60,806 shares of the information technology ...
Cadent Capital Advisors LLC significantly reduced its holdings in the iShares 20+ Year Treasury Bond ETF (TLT) by selling 165,379 shares during the third quarter, leaving it with only 3,356 shares. Th...
Founders Financial Securities LLC reduced its stake in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by 82.7% during the third quarter, offloading 28,141 shares and retaining 5,898 shares....