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2026-03-07 21:40 UTC
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47 articles

a16z Perennial Management L.P. Invests $21.13 Million in Broadcom Inc. $AVGO
In the third quarter, a16z Perennial Management L.P. purchased 64,048 shares of Broadcom Inc., valued at approximately $21.13 million. This investment by the institutional investor marks its new posit...
NVIDIA Corporation $NVDA Stock Holdings Lifted by Vest Financial LLC
Vest Financial LLC has increased its holdings in NVIDIA Corporation by 30.3% in the third quarter of the year, adding 141,046 shares to reach a total of 606,221 shares....
Wealthfront Advisers LLC Purchases 780 Shares of The Goldman Sachs Group, Inc. $GS
During the third quarter, Wealthfront Advisers LLC increased its holdings in The Goldman Sachs Group, Inc. (NYSE: GS) by purchasing an additional 780 shares. This move expanded the institutional inves...
Simplicity Wealth LLC Sells 22,387 Shares of Amazon.com, Inc. $AMZN
Simplicity Wealth LLC reduced its stake in Amazon.com Inc by 22.1% during the third quarter by selling 22,387 shares. They now hold 78,921 shares of Amazon stock which represents approximately 1 perce...
Drake & Associates LLC Invests $651,000 in iShares Morningstar Growth ETF $ILCG
Drake & Associates LLC purchased 6,152 shares of iShares Morningstar Growth ETF during the third quarter of 2023, investing a total of approximately $651,000. This transaction was reported to the Secu...
Illinois Municipal Retirement Fund Grows Stock Position in Equitable Holdings, Inc. $EQH
The Illinois Municipal Retirement Fund increased its stake in Equitable Holdings Inc. by 43.1% during the third quarter of 2023, adding 44,978 shares to reach a total of 149,278 shares....
Illinois Municipal Retirement Fund Has $7.74 Million Stock Holdings in Copart, Inc. $CPRT
The Illinois Municipal Retirement Fund has increased its stock holdings of Copart Inc. by 24% during the third quarter, now owning 172,170 shares worth approximately $7.74 million....
Chevron Corporation $CVX Shares Acquired by HighPoint Advisor Group LLC
During the third quarter, HighPoint Advisor Group LLC increased its ownership of Chevron Corporation's shares (NYSE:CVX) by 110.9%. This increase was detailed in a recent Form 13F filing with the Secu...
Cookson Peirce & Co. Inc. Invests $1.20 Million in Red Rock Resorts, Inc. $RRR
Cookson Peirce & Co. Inc. has acquired a new stake worth approximately $1.2 million in Red Rock Resorts, Inc., with the purchase of 19,700 shares, as reported to the Securities and Exchange Commission...
Caprock Group LLC Takes Position in MercadoLibre, Inc. $MELI
Caprock Group LLC has acquired 752 shares of MercadoLibre Inc.'s stock during the third quarter, with a total value of about $1,860,000. The firm's investment was disclosed in recent filings to the Se...
Caprock Group LLC Purchases New Shares in Williams-Sonoma, Inc. $WSM
Caprock Group LLC has acquired ownership of 9,299 shares in Williams-Sonoma Inc., with a total value of approximately $1.75 million, according to its latest filing with the SEC for the third quarter. ...
Caisse Des Depots ET Consignations Lowers Stock Holdings in Alignment Healthcare, Inc. $ALHC
In the third quarter, Caisse des Dépôts et Consignations decreased its holdings of Alignment Healthcare's stock by 48.5%, reducing ownership to 82,053 shares after selling 77,131 shares as reported in...
Drake & Associates LLC Acquires Shares of 27,918 Medtronic PLC $MDT
Drake & Associates LLC purchased 27,918 shares of Medtronic PLC stocks in the third quarter, valued at approximately $2.5 million. This transaction was reported to the SEC....
Cibc World Market Inc. Acquires 8,581 Shares of Comfort Systems USA, Inc. $FIX
CIBC World Market Inc. increased its investment in Comfort Systems USA Inc. by 41% during the third quarter through purchasing 8,581 additional shares, bringing their total holding to 29,500 shares....
Caisse Des Depots ET Consignations Invests $2 Million in Snowflake Inc. $SNOW
The Caisse Des Depots ET Consignations has invested approximately $1.9 million in Snowflake Inc., purchasing 8,850 shares of the company's stock during the third quarter as reported by the Securities ...
iShares MSCI ACWI ETF $ACWI Position Boosted by Drake & Associates LLC
Drake & Associates LLC increased its holdings of iShares MSCI ACWI ETF by acquiring an additional 20,997 shares, bringing the total to 204,224 shares. This increase represents a 11.5% growth in owners...
QV Investors Inc. Has $16.44 Million Position in Amazon.com, Inc. $AMZN
In the third quarter, QV Investors Inc. reduced its holdings in Amazon.com (NASDAQ:AMZN) by selling 5,220 shares, leaving it with a total of 74,850 shares valued at approximately $16.44 million....
Baader Bank Aktiengesellschaft Has $7.86 Million Stock Holdings in Airbnb, Inc. $ABNB
Baader Bank Aktiengesellschaft reduced its stock holdings in Airbnb Inc. (NASDAQ:ABNB) by 20.8% in the third quarter, following the sale of 16,979 shares, leaving it with a total of 64,794 shares....
Foresight Group Ltd Liability Partnership Lowers Stake in Kilroy Realty Corporation $KRC
Foresight Group Ltd Liability Partnership reduced its holdings in Kilroy Realty Corporation by 41.4% in the third quarter of the year, as reported to the Securities and Exchange Commission. The firm n...
Microsoft Corporation $MSFT Shares Sold by Arcadia Investment Management Corp MI
Arcadia Investment Management Corp MI decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.2% during the third quarter. The institutional investor sold off 1,277 shares and now holds 57,628...
Johnson & Johnson $JNJ Shares Sold by Hartford Investment Management Co.
Hartford Investment Management Co. reduced its stake in Johnson & Johnson by 2.8% in the third quarter of this year, selling 4,047 shares to hold 141,159 shares....
ABN AMRO Bank N.V. Increases Stake in Procter & Gamble Company (The) $PG
ABN AMRO Bank N.V. increased its stake in Procter & Gamble Company by 5.9% during the third quarter through an additional acquisition of 8,692 shares....
Caprock Group LLC Takes Position in Kraft Heinz Company $KHC
Caprock Group LLC has acquired a new position in Kraft Heinz Company shares, buying 39,998 shares during the third quarter with an approximate value of $1,147,000....
Caprock Group LLC Takes Position in CBRE Group, Inc. $CBRE
During the third quarter, Caprock Group LLC acquired 18,687 shares of CBRE Group Inc., worth approximately $3,030,000. The purchase was reported to the Securities and Exchange Commission through a rec...
Midwest Trust Co Grows Holdings in Honeywell International Inc. $HON
During the third quarter, Midwest Trust Co increased its holdings of Honeywell International Inc. by 3.8%. The change came from acquiring an additional 7,062 shares, bringing their total to 193,924 sh...
13,996 Shares in Fortinet, Inc. $FTNT Bought by Machina Capital S.A.S.
Machina Capital S.A.S. purchased 13,996 shares of Fortinet Inc., valued at around $1,177,000, in the third quarter, as per their SEC filing....
Bessemer Group Inc. Trims Stock Holdings in International Business Machines Corporation $IBM
Bessemer Group Inc. decreased its holdings in IBM by 21.8% during the third quarter through selling 194,707 shares. The institution now owns 698,344 shares of IBM....
Alps Advisors Inc. Trims Stock Holdings in Deere & Company $DE
Alps Advisors Inc. decreased its stock holdings of Deere & Company by 80.9% in the third quarter after selling 4,175 shares, now owning only 984 shares as reported in a recent SEC filing....
CENTRAL TRUST Co Has $623,000 Position in iShares Russell Mid-Cap Value ETF $IWS
CENTRAL TRUST Co reduced its holdings of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 46.3% in the third quarter, selling off 3,841 shares and retaining ownership of 4,461 shares....
Applied Finance Capital Management LLC Sells 7,850 Shares of Broadcom Inc. $AVGO
Applied Finance Capital Management LLC reduced its ownership of Broadcom Inc.'s shares by 18.4% in the third quarter, selling 7,850 shares and holding 34,845 shares thereafter....
Moody’s Corporation $MCO Shares Purchased by Cibc World Market Inc.
Cibc World Market Inc. increased its holdings of Moody's Corporation (NYSE:MCO) stock by 98.3% in the third quarter, owning a total of 14,845 shares post-acquisition of an additional 7,359 shares....
Caprock Group LLC Takes Position in Dynatrace, Inc. $DT
In the third quarter, Caprock Group LLC purchased 38,317 shares of Dynatrace, Inc., with an estimated value of about $1.94 million. This new position was reported to the Securities and Exchange Commis...
Caprock Group LLC Takes Position in Vale S.A. $VALE
Caprock Group LLC has acquired new shares of Vale S.A., a basic materials company, amounting to 221,470 units and worth approximately $2.35 million during the third quarter as reported in their most r...
Caprock Group LLC Makes New Investment in Sumitomo Mitsui Financial Group Inc $SMFG
Caprock Group LLC acquired 151,332 shares of Sumitomo Mitsui Financial Group Inc during the third quarter, valued at roughly $2.485 million....
Caisse Des Depots ET Consignations Takes Position in Robinhood Markets, Inc. $HOOD
Caisse des Dépôts et Consignations has acquired 27,825 shares in Robinhood Markets Inc., valued at approximately $3.984 million during the third quarter of 2021, as disclosed in their latest Form 13F ...
Caprock Group LLC Makes New Investment in Intuitive Surgical, Inc. $ISRG
During the third quarter, Caprock Group LLC purchased 9,194 shares of Intuitive Surgical Inc., with an approximate value of $4.352 million, based on recent SEC filings. This marked a new investment po...
Caprock Group LLC Purchases Shares of 8,500 Thermo Fisher Scientific Inc. $TMO
Caprock Group LLC acquired a new stake in Thermo Fisher Scientific Inc., purchasing 8,500 shares valued at approximately $4.2 million during the third quarter as reported to the Securities and Exchang...
Celestica, Inc. $CLS Shares Bought by Envestnet Asset Management Inc.
Envestnet Asset Management increased its ownership of Celestica Inc.'s stocks by 1% in Q3 through the acquisition of an additional 1,758 shares....
Optimize Financial Inc Purchases Shares of 4,896 The Charles Schwab Corporation $SCHW
Optimize Financial Inc purchased 4,896 shares in The Charles Schwab Corporation during the third quarter, according to recent filings. This acquisition amounts to approximately $467,000 worth of stock...
Johnson & Johnson $JNJ Shares Acquired by Strengthening Families & Communities LLC
Strengthening Families & Communities LLC significantly increased its holdings of Johnson & Johnson shares in the third quarter by acquiring an additional 20,924 shares, bringing its total to 22,955 sh...
BI Asset Management Fondsmaeglerselskab A S Has $25.65 Million Stock Position in Wells Fargo & Company $WFC
BI Asset Management Fondsmaeglerselskab A S increased its持股比例6.1%在第三季度,购入Walts Fargo&W公司股票17,651股, 目前持有306,010股。...
CENTRAL TRUST Co Has $2.54 Million Stock Holdings in iShares Treasury Floating Rate Bond ETF $TFLO
CENTRAL TRUST Co decreased its holdings in the iShares Treasury Floating Rate Bond ETF (TFLO) by 37.4% during the third quarter, selling 30,004 shares and retaining 50,273 shares....
Caprock Group LLC Takes Position in Linde PLC $LIN
During the third quarter, Caprock Group LLC purchased 8,872 shares of Linde PLC, worth approximately $4,243,000. This new position was reported in a recent filing with the Securities and Exchange Comm...
S&CO Inc. Boosts Stock Position in Visa Inc. $V
S&CO Inc. increased its stock position in Visa Inc. by 13.1% during the third quarter. The firm purchased an additional 2,709 shares, bringing its total holdings to 23,335 shares of Visa....
Caprock Group LLC Acquires New Position in Deere & Company $DE
Caprock Group LLC increased its holdings in Deere & Company during the third quarter by purchasing 7,004 shares worth approximately $3.35 million....
Ashton Thomas Private Wealth LLC Sells 2,365 Shares of Elevance Health, Inc. $ELV
Ashton Thomas Private Wealth LLC reduced its shareholding in Elevance Health Inc by 79.2% during the third quarter of this year through a sale of 2,365 shares, as reported in their latest SEC filing....
Mutual Advisors LLC Purchases 4,244 Shares of JPMorgan Chase & Co. $JPM
Mutual Advisors LLC increased its holdings in JPMorgan Chase & Co., adding 4,244 shares (a 4.5% increase) during the third quarter to a total of 99,334 shares....