institutional investors
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HWG Holdings LP increased its holding in JPMorgan Chase & Co by purchasing an additional 2,686 shares during the third quarter. As a result, the total number of shares held currently stands at 52,231....
Eagle Strategies LLC increased its holdings of Eli Lilly and Company by 264.3% during the third quarter of 2023, as detailed in a recent SEC filing. The institution purchased an additional 2,860 share...
Ellsworth Advisors LLC increased its holdings in the exchange-traded fund Invesco QQQ by purchasing 1,936 shares valued at approximately $1,166,000 during the third quarter of the year....
Railway Pension Investments Ltd reduced its stake in Veralto Corporation (NYSE: VLTO) during the third quarter of 2023, as per SEC filings. The firm now holds 111,000 shares after selling 252,299 shar...
Osaic Holdings Inc. reduced its holdings in BlackRock MuniAssets Fund by 41.2% during the second quarter, selling 93,959 shares to hold a total of 134,218 shares....
Permanent Capital Management LP has purchased 7,112 new shares of NextEra Energy Inc., valued at about $537,000, increasing their holdings during the third quarter as per SEC filings....
Centerline Wealth Advisors LLC increased its holdings of the JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE) by 115% during the third quarter, according to SEC filings. The firm no...
Financial Consulate Inc. has reported the acquisition of 8,220 shares valued at about $1.26 million in Procter & Gamble during the third quarter....
Institutional investor Diversified Trust Co increased its shareholding in the Vanguard FTSE All-World ex-US ETF (VEU) by 4.8% in the third quarter of 2023, adding an additional 204,497 shares to its e...
Crew Capital Management Ltd has acquired a new position amounting to 2,059 shares in Synopsys, Inc., with a total value of approximately $1.016 million, as reported in the most recent SEC filing. This...
The Oregon Public Employees Retirement Fund increased its holdings in Iron Mountain Incorporated by purchasing an additional 8,320 shares during the third quarter of 2021. This transaction resulted in...
Covenant Partners LLC increased its holdings of iShares Russell 1000 Growth ETF (IWF) by 1.6% in the third quarter, as reported to the Securities and Exchange Commission. The firm now holds a total of...
Geneos Wealth Management Inc. has purchased a new position in the iShares Top 20 U.S. Stocks ETF (NYSEARCA: TOPT) during the third quarter, acquiring 16,543 shares valued at approximately $504,000, ac...
Heck Capital Advisors LLC acquired 129,155 shares of the VanEck Onchain Economy ETF valued at approximately $5.284 million during Q3 2023, according to their recent SEC filing....
Ethic Inc. decreased its investment in Fortive Corporation by 58.9% during the third quarter through the sale of 38,731 shares, leaving it with 27,074 shares....
Delta Investment Management LLC purchased shares worth approximately $6,779,000 in Repligen Corporation during the third quarter. The institutional investor acquired 50,717 shares, representing about ...
Ascent Group LLC decreased its holdings of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 16.8% during the third quarter, selling 4,998 shares and retaining a total ownership of 24,792 shares....
Forefront Wealth Partners LLC has purchased a new stake in the First Trust Rising Dividend Achievers ETF (symbol RDVY) during the third quarter. The institution acquired 42,499 shares worth about $2,8...
Copeland Capital Management LLC purchased a new stake of 2,063 shares in Booking Holdings Inc. during the third quarter. The investment was valued at approximately $11,139,000....
Sowell Financial Services LLC decreased its holdings in AbbVie Inc (NYSE:ABBV) by 14.1% during the third quarter, after selling 8,716 shares; it now owns 53,225 shares....
Permanent Capital Management LP acquired 1,698 shares of S&P Global Inc., valued at roughly $826,000, during the third quarter. This represents the firm's new position in the business services company...
Valley National Advisers Inc. reduced its holdings in Fastenal Company by 97%, selling 52,166 shares and holding only 1,638 shares after the transaction....
Valley National Advisers Inc. reduced its stock holdings in Avery Dennison Corporation by 94.8% during the third quarter through the sale of 8,592 shares, resulting in ownership of only 469 shares....
Valley National Advisers Inc. significantly reduced its stake in Bristol Myers Squibb Company (NYSE:BMY) during the third quarter, decreasing it by 82.8%. The firm sold 28,312 shares to hold only 5,89...
Sapient Capital LLC purchased 21,480 shares of BitMine Immersion Technologies Inc., valued at about $1,143,000, during the third quarter as reported through a Form 13F filing with the SEC....
Comprehensive Financial Consultants Institutional Inc. increased its holdings of Pacer Global Cash Cows Dividend ETF (GCOW) by 85.8% during the third quarter, as reported in their latest SEC filing....
Connective Portfolio Management LLC increased its holdings in Core Scientific Inc., purchasing 35,000 shares valued at around $607,000 during the third quarter of 2021. This move represents a new posi...
Cliftonlarsonallen Wealth Advisors LLC decreased its holdings in the iShares U.S. Treasury Bond ETF (BATS: GOVT) by selling 22,457 shares during the third quarter, resulting in ownership of 267,217 sh...
Osaic Holdings Inc. bolstered its holdings of Innovator U.S. Equity Buffer ETF – July by 8.6% in Q2, adding an extra 15,484 shares to reach a total holding of 195,209 shares....
During the 2nd quarter, Osaic Holdings Inc. sold 11,073 shares of American Healthcare REIT, Inc., reducing its stake by 4.1%. The institutional investor now holds 259,649 shares....
Thrivent Financial for Lutherans increased its holdings in Range Resources Corporation (NYSE: RRC) by 70.8% in the second quarter of 2023, adding 40,038 shares to bring total ownership to 96,616 share...
In the third quarter, BDF Gestion reduced its stock holdings of The Allstate Corporation by 17.2% after selling 4,178 shares, resulting in a new total holding of 20,089 shares....
Fermata Advisors LLC decreased its holdings of Pacer Global Cash Cows Dividend ETF (BATS:GCOW) in the third quarter, reducing its position by 13.1% after selling off 14,298 shares, thus ending up with...
Contravisory Investment Management Inc. acquired 10,994 shares of The Estee Lauder Companies Inc.'s stock during the third quarter, valued at approximately $969,000....
In the third quarter, First Horizon Corp purchased 1,830 shares of Deere & Company's stock worth approximately $837,000. This new position was disclosed by the institutional investor in a filing with ...
Foster & Motley Inc. increased its holdings in Crown Holdings Inc., purchasing 8,346 shares worth approximately $806,000 during the third quarter of this year as per securities filings with the US Sec...
Commonwealth Equity Services LLC reduced its stock holdings in Mondelez International Inc. by 10% during the third quarter by selling 43,117 shares, resulting in an ownership of 387,804 shares as per ...
Childress Capital Advisors LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 24.1% during the third quarter of 2023, according to a recent SEC filing....
Perigon Wealth Management LLC purchased 8,393 shares of Edison International's stock during the third quarter, valued at approximately $464,000. This marks a new position initiated by the institutiona...
In its latest SEC filing, Generali Asset Management announced an increase of 33.4% in its stock holdings of Prologis Inc., a real estate investment trust (REIT), by acquiring an additional 25,133 shar...
IFM Investors Pty Ltd decreased its stake in NVIDIA Corporation by 0.1% during the third quarter of the year. The institutional investor sold 3,100 shares and now owns 4,787,798 shares of NVIDIA....
Forefront Wealth Partners LLC reduced its holdings of S&P Global Inc. stocks (NYSE: SPGI) by 48.9% in the third quarter, following the sale of 1,709 shares, leaving them with 1,786 shares....
Curbstone Financial Management Corp acquired a new position worth approximately $534,000 in the iShares S&P 500 Growth ETF (NYSEARCA: IVW) during the third quarter of the year. This involves purchasin...
Birch Capital Management LLC increased its holdings in Novo Nordisk A/S by purchasing an additional 19,628 shares during the third quarter. This adds up to a total of 158,386 shares owned after this a...
First Horizon Corporation has acquired 3,358 shares of the Vanguard Mega Cap Growth ETF (MGK) during the third quarter. The new investment is valued at approximately $1,351,000....
The New York State Teachers Retirement System reduced its holdings in General Motors Company by 6.5% during the third quarter of the reporting period, selling 67,548 shares and now owning 968,309 shar...
Valmark Advisers Inc. purchased new shares of the SPDR S&P 400 Mid Cap Growth ETF (symbol: MDYG) during the third quarter, acquiring 6,040 shares worth approximately $553,000....
In the third quarter, Valmark Advisers Inc. purchased a new position in Capital Group International Equity ETF (NYSEARCA: CGIE). They acquired 30,526 shares worth about $1,029,000, resulting in owners...
The Oregon Public Employees Retirement Fund increased its ownership in Cincinnati Financial Corporation shares by 32.1% during the third quarter through additional purchases of 4,334 shares, as report...
Global Retirement Partners LLC reduced its holding in Applied Digital Corporation by 59% during the third quarter, selling 19,987 shares and retaining 13,888 shares....