institutional investor
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Calamos Wealth Management LLC acquired 1,003,595 shares of VictoryShares Core Intermediate Bond ETF (UITB) during the third quarter, valued at approximately $47.69 million....
Calamos Advisors LLC reduced its holdings in Fiserv Inc. by selling 94,155 shares during the third quarter, leaving it with 118,484 shares. The sale represents a decrease of 44.3% from its previous ho...
Clark Asset Management LLC increased its investment in Invesco QQQ by purchasing an additional 2,479 shares during the third quarter. The institution now holds 10,863 shares of the ETF. This change is...
Farmers & Merchants Investments Inc. reduced its holdings of Amphenol Corporation by 6.5% during the third quarter by selling 24,767 shares, resulting in an ownership of 355,321 shares....
Copeland Capital Management LLC has recently purchased 125,733 shares of AptarGroup, Inc., valued at approximately $16,806,000, during the third quarter. This acquisition is reported in their latest F...
Ergawealth Advisors Inc. reduced its holdings in the iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by selling 2,911 shares in Q3. The firm now possesses 1,450 shares of the ETF's stock....
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Meyer Handelman Co. reduced its stock holdings in The Home Depot Inc. by selling 5,425 shares in the third quarter, as reported in a recent Form 13F filing with the SEC. After this transaction, Meyer ...
Schulz Wealth LTD acquired shares worth approximately $1.37 million in Innovator U.S. Equity 10 Buffer ETF (ZALT) during the third quarter of the year....
VERITY Wealth Advisors减持了iSharesExponentialTechnologiesETF（代码：XT）的7,479股，持股比例从原持有量下降63.5%至持有4,301股。这是根据提交给美国证券交易委员会最近一份13F文件中显示的内容，在第三季度进行了上述股票交易操作。...
Boston Trust Walden Corp increased its holdings of Badger Meter Inc.'s stock by 43.7% during the third quarter as per its latest filing with the SEC....
Greenwood Capital Associates LLC reduced its holdings in Oracle Corporation by selling 28,539 shares in the third quarter, thus holding only 14,898 shares. This reduction represents a decrease of 65.7...
Sowell Financial Services LLC increased its holdings in Newmont Corporation by acquiring an additional 12,201 shares in the third quarter. The total shares held now amount to 29,637....
Generali Investments CEE Investment Company reduced its holdings in NVIDIA Corporation by 10.0% during the third quarter by selling 15,489 shares. The company now owns 139,407 shares of NVIDIA....
Osaic Holdings Inc. increased its stake in Yum China (YUMC) by 34.2% during the second quarter, according to its latest SEC filing. The company reported owning 55,204 shares after acquiring an additio...
Osaic Holdings Inc. increased its holdings in iShares MSCI Japan Value ETF (NASDAQ: EWJV) by purchasing an additional 17,506 shares in the second quarter. This represents a 31.8% increase from previou...
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
Osaic Holdings Inc. increased its holdings of JPMorgan BetaBuilders Europe ETF (BATS: BBEU) by 196.9% in the second quarter, adding 24,871 shares to a total holding of 37,505 shares....
In the third quarter, Carnegie Investment Counsel acquired 38,904 shares in Synopsys, Inc. (NASDAQ: SNPS), with a total value of approximately $19,195,000. This new stake is detailed in their most rec...
In the third quarter of 2022, Burney Co., an institutional investor, reduced its shareholding in UnitedHealth Group Incorporated (NYSE:UNH) by selling 21.6% of its previous holdings, amounting to a sa...
Carnegie Investment Counsel increased its stake in SoundHound AI Inc (NASDAQ:SOUN) during the third quarter through additional purchases of 164,725 shares, raising its total holdings to 1,363,405 shar...
Osaic Holdings Inc. increased its holdings in Lamb Weston's (NYSE: LW) stock by 77.2% during the second quarter through an additional purchase of 25,095 shares, bringing its total ownership to 57,590 ...
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Fulton Breakefield Broenniman LLC increased its holdings in the Vanguard FTSE Developed Markets ETF (VEA) by 5.9% during the third quarter, adding an additional 45,115 shares, according to a recent SE...
Busey Bank reduced its holdings of Merck & Co., Inc. by 6.8% in the third quarter, selling 5,837 shares and holding 79,525 shares overall post-sale as reported to the SEC via Form 13F filing....
Canoe Financial LP increased its shareholding in Elevance Health Inc. by 18.1% during the third quarter through an additional purchase of 59,743 shares, bringing the total to 389,399 shares....
Canoe Financial LP decreased its shareholding in Lowe's Companies Inc. by selling 4,800 shares during the third quarter, resulting in a total holding of 86,224 shares....
In the third quarter, Cwm LLC increased its holdings of SPDR Gold Shares by 7.0%, acquiring an extra 24,405 shares to reach a total of 371,613 shares worth approximately $132 million....
Farther Finance Advisors LLC increased its holdings in Boeing (NYSE:BA) by 47.7% in the third quarter of the year. The firm's total stockholdings now include 18,477 shares after purchasing an addition...
DAVENPORT & Co LLC decreased its holdings of Marsh & McLennan Companies Inc. stock during the third quarter by selling 4,168 shares, bringing their total ownership to 98,837 shares....
Brookstone Capital Management increased its holdings of iShares S&P 500 Growth ETF by 4.4% during the third quarter, adding 9,499 shares to reach a total holding of 224,389 shares....
Centerline Wealth Advisors LLC increased its holdings in the iShares 20+ Year Treasury Bond ETF by purchasing an additional 6,814 shares during the third quarter. The total ownership amount stands at ...
Brookstone Capital Management increased its share ownership of iShares S&P 500 Value ETF (IVE) in the third quarter by purchasing an additional 8,498 shares, raising its total holdings to 107,094 shar...
Founders Financial Securities LLC reduced its investment in Vanguard's Total Stock Market ETF (VTI) by 11.1% during the third quarter of 2023, down to a total of 15,436 shares after selling off 1,918 ...
Squarepoint Ops LLC has acquired a new stake of 54,373 shares in Farmland Partners Inc., valued at $626,000, during the second quarter. The purchase amounts to about 0.12% ownership for Squarepoint Op...
Corsicana & Co. has recently acquired a new position in Meta Platforms Inc., adding 793 shares with an estimated value of approximately $582,000 during the third quarter as reported to the Securities ...
Coho Partners Ltd reduced its stake in Cencora Inc (NYSE:COR) by 43.2% during the third quarter, selling 92,180 shares and holding 121,408 shares, which represents a 4.9% allocation of their portfolio...
In its most recent filing with the SEC, Coho Partners Ltd. reported reducing its holdings of Chevron Corporation (NYSE: CVX) stocks by 43.4% during the third quarter. This saw a decrease of 105,521 sh...
Institutional investor Douglas Lane & Associates LLC decreased its holdings in Alphabet Inc by 1.6% during the third quarter by selling 14,591 shares. The company now owns 870,937 shares of Alphabet I...
Flputnam Investment Management Co. increased its holdings in Alphabet Inc. by 67.2% in the third quarter, adding 104,517 shares to reach a total of 260,083 shares....
Confluence Investment Management LLC decreased its investment in The Sherwin-Williams Company by reducing its share count from 74,989 to 72,791 during the third quarter of 2023....
Hixon Zuercher LLC increased its ownership in the John Hancock Multifactor Mid Cap ETF (JHMM) by purchasing an additional 10,374 shares during the third quarter. As a result, they now hold 144,459 sha...
In the third quarter, Hixon Zuercher LLC increased its holdings in Goldman Sachs ActiveBeta US Large Cap Equity ETF (Ticker: GSLC) by 8.8%, reaching a total of 92,543 shares after purchasing additiona...
Thomasville National Bank has acquired a new stake of 8,555 shares worth approximately $485,000 in Delta Air Lines during the third quarter as per its latest filing with the SEC....
Sound Income Strategies LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 2,646 shares during the third quarter. The investment firm now owns a total of 11,725 s...
CCLA Investment Management increased its ownership of TransUnion stocks by 2.1% during the third quarter through additional purchases worth 33,991 shares, bringing their total holdings to 1,688,354 sh...
Evanson Asset Management LLC invested $1.626 million in Block, Inc. by purchasing 22,500 shares during the third quarter, as reported to the SEC....
Financial Connections Group Inc. reduced its holdings of Vanguard Growth ETF by 7.2% during the third quarter, ending with ownership of 31,920 shares after selling 2,489 shares. The investment is deta...
During the third quarter, Douglas Lane & Associates LLC sold 19,755 shares of QUALCOMM Incorporated, reducing its holdings to 1,005,731 shares....