institutional investors
111 articles • Page 2 of 3
Geneos Wealth Management Inc., an institutional investor, reduced its stake in the Capital Group Dividend Growers ETF (CGDG) by 53.2% during the third quarter of 2023, selling off 16,718 shares and re...
Evolution Wealth Management Inc. reduced its holdings of Invesco QQQ (NASDAQ:QQQ) by 71.3% during the third quarter, selling a total of 1,519 shares and retaining ownership of 610 shares....
CX Institutional significantly increased its holdings in American Tower Corporation by purchasing an additional 6,451 shares during the third quarter, bringing its total to 8,763 shares. This represen...
Rede Wealth LLC purchased 639 shares of Eli Lilly and Company during the third quarter, with a total value of approximately $487,000. This new position was disclosed in recent filings submitted to the...
In the third quarter, Fifth Third Wealth Advisors LLC increased its holdings in Eli Lilly and Company (NYSE: LLY) by purchasing an additional 1,148 shares. The institutional investor now owns a total ...
WestEnd Advisors LLC increased its stake in the Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter. The institutional investor now holds a total of 1,390,364 shares after acquiring...
WestEnd Advisors LLC decreased its holdings in iShares Core MSCI Europe ETF (IEUR) by selling 11,441 shares in the third quarter. After this transaction, the institutional investor owned a total of 79...
Railway Pension Investments Ltd increased its shareholding in AbbVie Inc. by 33% in the third quarter, adding 211,800 shares to reach a total of 853,949 shares....
In its latest 13F filing with the Securities and Exchange Commission, Weatherly Asset Management L. P. reported a reduction of 1.9% in their Alphabet Inc. stock holdings in Q3 by selling 2,049 shares,...
Econ Financial Services Corp increased its investment in United Parcel Service Inc stock by 118.5% during the third quarter. The institutional investor now holds 36,578 shares following an additional ...
Econ Financial Services Corp has established a new stock position in Merck & Co during the third quarter of 2023, acquiring 24,242 shares worth approximately $2.04 million....
During the third quarter, Copeland Capital Management LLC reduced its holdings in Visa Inc. by selling 3,211 shares, leaving it with a total position of 66,389 shares....
Calamos Wealth Management LLC increased its holding of Caterpillar Inc. (NYSE: CAT) by 38% during the third quarter, adding 1,136 shares to a total position of 4,122 shares valued at $1.97 million....
Ergawealth Advisors Inc. decreased its holdings by 35.7% in the third quarter, selling 68,568 shares to own a total of 123,337 shares of FT Vest Rising Dividend Achievers Target Income ETF....
Valley National Advisers Inc. reduced its holdings in Kinder Morgan Inc. by 91.3% during the third quarter, selling off 85,134 shares and retaining only 8,151 shares....
Institutional investor Meyer Handelman Co. increased its shareholding in Visa Inc. by 6.5% during the third quarter of the current year, adding 5,801 shares to reach a total ownership of 95,445 shares...
Sarasin & Partners LLP reduced its holdings of Microsoft (MSFT) by 5.5% during the third quarter, selling off 114,836 shares to be left with a total of 1,984,444 shares. These shares now represent abo...
Bellecapital International Ltd has invested $3.52 million in iShares Gold Trust (IAU) by purchasing 48,430 shares during the third quarter as per their latest SEC filing....
Canoe Financial LP reduced its holdings of Enerflex Ltd., selling 67,998 shares during the third quarter, leaving a total position of 6,163,214 shares....
Farther Finance Advisors LLC increased its holdings of SPDR Portfolio Emerging Markets ETF (SPEM) by 45.5% during Q3, according to a recent SEC filing. Their ownership rose to 58,564 shares due to an ...
Canoe Financial LP decreased its holdings in Hilton Worldwide Holdings Inc. by selling 6,086 shares during the third quarter, resulting in a total of 50,987 shares owned....
Cwm LLC reduced its holdings of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the third quarter, reducing ownership to 4,798,004 shares after selling 443,395 shares....
First PREMIER Bank increased its shareholding in Vanguard Growth ETF (VUG) during the third quarter by acquiring 2,878 additional shares, raising its total holdings to 22,726 shares. This represents a...
Curbstone Financial Management Corp acquired 6,760 new shares of Corning Incorporated (GLW) during the third quarter, valued at around $555,000. The purchase was documented in a recent filing with the...
During the third quarter, Friedenthal Financial significantly reduced its holdings of Vanguard Short-Term Corporate Bond ETF (VCSH) by 74.1%, according to a recent SEC filing....
Squarepoint Ops LLC increased its holdings in EverCommerce Inc. (NASDAQ: EVCM) during the second quarter by acquiring 56,648 shares valued at approximately $595,000. This purchase follows several othe...
Squarepoint Ops LLC reduced its holdings in Teledyne Technologies Incorporated by 79.8% during the second quarter by selling 4,991 shares and retaining 1,262 shares....
During the third quarter, Global X Japan Co. Ltd. decreased its stock holding in ARM Holdings PLC Sponsored ADR by 11.1%, reducing its share count from an earlier number to 71,308 shares after selling...
BigSur Wealth Management LLC reduced its holdings in The Home Depot by 17.6% during the third quarter, selling 1,832 shares to hold a total of 8,597 shares....
Farther Finance Advisors LLC increased its holdings in iShares Gold Trust (NYSEARCA:IAU) by 24.8% during the third quarter, adding 25,146 shares to reach a total of 126,633 shares with an estimated wo...
Perpetual Ltd increased its stake in Advanced Micro Devices Inc. by 294.3% during the third quarter, as reported in its latest 13F filing with the SEC. The institutional investor purchased an addition...
Richard P Slaughter Associates Inc reduced its holding of JPMorgan Chase & Co. stocks by 43.6% in the third quarter, disposing of 5,816 shares to retain ownership of 7,528 shares as per their latest r...
Trust Point Inc. decreased its holdings of Eli Lilly and Company (NYSE:LLY) by 23.5% in the third quarter, selling 818 shares to retain ownership of 2,658 shares....
Perpetual Ltd acquired 4,540 shares of Texas Instruments Incorporated during the third quarter, worth approximately $834,000. The company disclosed this information in its latest report to the SEC....
In the third quarter, Perpetual Ltd acquired a new position in Dollar General Corporation, purchasing 9,197 shares with an approximate value of $951,000. This move was disclosed in filings to the SEC....
Signal Advisors Wealth LLC Sells 40,397 Shares of FT Vest U.S. Equity Deep Buffer ETF – August $DAUG
Signal Advisors Wealth LLC reduced its holdings in FT Vest U.S. Equity Deep Buffer ETF - August (BATS: DAUG) by 85.3% during the third quarter, selling off 40,397 shares and being left with a holding ...
CHICAGO TRUST Co NA decreased its stock holdings in Ecolab Inc. (ECL) by 33.5% during the third quarter, selling off 3,345 shares and retaining a position of 6,650 shares....
Thrivent Financial for Lutherans reduced its holdings of Jabil Inc.'s stock by 63.1% in the second quarter after selling 31,173 shares, retaining ownership of 18,254 shares....
Squarepoint Ops LLC increased its holdings in Frontline PLC by 17,093.7% in the second quarter of the year, acquiring an additional 79,144 shares to own a total of 79,607 shares....
BDF Gestion acquired 11,853 shares of Cadence Design Systems Inc., worth around $4.16 million, during the third quarter as reported in their latest 13F filing with the Securities and Exchange Commissi...
Central Bank & Trust Co. reduced its stake in S&P Global Inc., selling 1,039 shares during Q3, resulting in ownership of 15,611 shares....
The Pension Protection Fund has purchased 5,800 shares of Dell Technologies Inc., valued at approximately $822,000, during the third quarter. This transaction signifies a new position in the technolog...
In the third quarter, Chapin Davis Inc., an institutional investor, decreased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 11.1%. This reduction resulted from selling 756 shares of the i...
Contravisory Investment Management Inc. acquired 7,638 shares of Mohawk Industries, Inc. during the third quarter. The investment is valued at approximately $985,000. Additional institutional investor...
First Horizon Corporation has acquired 9,029 shares of the Avantis U.S. Small Cap Value ETF during the third quarter of the year, according to recent SEC filings with a value around $899,000....
Ferguson Wellman Capital Management Inc. decreased its stake in iShares U.S. Aerospace & Defense ETF (ITA) during the third quarter of 2023, reducing holdings by selling 5,756 shares and trimming its ...
Community Financial Services Group LLC has recently acquired 30,258 shares of Amphenol Corporation's stock during the third quarter, with a total valuation of about $3.74 million....
Institutional investor Financial Consulate Inc. increased its shareholding in pharmaceutical company Johnson & Johnson by purchasing 3,364 shares valued at approximately $624,000 during the third quar...
Perigon Wealth Management LLC acquired a new stake in EchoStar Corporation during Q3, with the purchase of 4,923 shares worth approximately $376,000 according to their SEC filing. This move aligns wit...
Institutional investor Forefront Wealth Partners LLC acquired a new position in Vertiv Holdings Co., purchasing 4,786 shares valued at approximately $722,000 during the third quarter as per SEC filing...