investment management
30 articles
In the third quarter, Assetmark Inc. decreased its holding in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 59.3%, selling 1,789,872 shares and reducing its ownership to 1,225,999 shares a...
Bridges Investment Management Inc. decreased its holdings of Meta Platforms by 2,566 shares during the third quarter, resulting in ownership of 182,193 shares....
Windward Capital Management Co. CA reduced its stock position of Amazon.com Inc during the third quarter of this year, selling 3,781 stocks and ending with a total holding worth approximately $85 mill...
Envestnet Asset Management Inc. has decreased its holding of JPMorgan Chase & Co. stock by 2.8% during the third quarter, selling off 201,747 shares to a total ownership of 7,078,742 shares....
In the third quarter, Envestnet Asset Management Inc. raised its holdings in monday.com Ltd. (NASDAQ: MNDY) by 9.4%, adding an additional 18,711 shares to bring its total ownership to 218,174 shares....
BI Asset Management Fondsmaeglerselskab A S reduced its holdings in McKesson Corporation by selling 1,550 shares during the third quarter, resulting in owning 27,376 shares....
Caisse Des Depots ET Consignations Has $3.67 Million Stock Position in Equitable Holdings, Inc. $EQH
Caisse Des Depots ET Consignations reduced its holdings of Equitable Holdings' stock by 34.3% during the third quarter, as reported to the SEC in a Form 13F filing. After selling 37,708 shares, the fi...
Envestnet Asset Management Inc. increased its holdings of the SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA: MDYG) by 2.3% in the third quarter, adding an extra 10,289 shares....
New York Life Investment Management LLC reduced its holding of Vertex Pharmaceuticals Inc. shares in Q3 2023 by selling 1,468 shares. It now owns a total of 37,432 shares....
Kornitzer Capital Management Inc. KS reduced its holdings in JPMorgan Chase & Co. (JPM) by selling 2,863 shares during the third quarter, resulting in ownership of 100,983 shares as reported to the SE...
Cidel Asset Management Inc. increased its stake in ASML Holding NV by 2.8% during the third quarter through additional purchases of 475 shares, bringing its total holdings to 17,551 shares....
Envestnet Asset Management Inc. increased its holdings in the Invesco S&P International Developed Momentum ETF (NYSEARCA: IDMO) by 26% during the third quarter, adding an additional 88,151 shares to t...
The Illinois Municipal Retirement Fund has decreased its holdings in Xcel Energy Inc by selling 36,761 shares during the third quarter, reducing its stake by 25%. As a result, the fund now owns 110,56...
Advisors Asset Management Inc. reduced its holding in Exxon Mobil Corporation by 7.9% during the third quarter, selling 5,047 shares and retaining ownership of 59,134 shares....
Assetmark Inc. increased its stake in Vanguard Total Bond Market ETF (BND) by 8.7% during the third quarter of the year, adding 362,268 shares to reach a total holding of 4,522,669 shares as per its S...
Ameritas Advisory Services LLC reduced its holdings of Vanguard Mid-Cap ETF (VO) by selling 6,106 shares during the third quarter. As a result, they now own 11,719 shares....
Impax Asset Management Group plc reduced its ownership of Cummins Inc.'s shares by 19.5% during the third quarter, after selling 4,928 shares and now holding 20,283 shares according to SEC filings....
Advisors Asset Management Inc. increased its stake in The Goldman Sachs Group by 12.7% during the third quarter, acquiring an additional 3,305 shares to hold a total of 29,399 shares....
During the 3rd quarter, Envestnet Asset Management Inc. increased its holdings in Vanguard Core Bond ETF (VCRB) by 10.1%, adding 49,732 shares and now owning a total of 543,188 shares....
In the third quarter, Envestnet Asset Management Inc. reduced its shareholding in Liberty Media Corporation’s Liberty Formula One Series C (NASDAQ: FWONK) by 4.0%, selling 16,456 shares to hold a tota...
Envestnet Asset Management Inc. increased its investment in the SPDR Bloomberg Investment Grade Floating Rate ETF by purchasing an additional 227,748 shares during the third quarter, raising their tot...
GUARDCAP ASSET MANAGEMENT Ltd has decreased its investment in Colgate-Palmolive by reducing their stock holdings by 9.4% during the third quarter, selling off 365,019 shares. After this adjustment, th...
Allianz Asset Management GmbH reduced its holdings of Live Nation Entertainment, Inc. (NYSE:LYV) by 12.7% during the third quarter,减持5368股，持股量减少至37059股。...
Applied Finance Capital Management LLC reduced its stake in Target Corporation by 6.6% in the third quarter, selling 11,326 shares and retaining ownership of 159,887 shares....
Envestnet Asset Management Inc. reduced its holdings of Simon Property Group shares by 9.5% during the third quarter, selling 33,061 shares and holding 315,198 shares post transaction....
Envestnet Asset Management Inc. reduced its holdings in Fidelity National Information Services (NYSE:FIS) by 44.4% in the third quarter, selling off 750,706 shares and retaining 939,504 shares....
During the third quarter, Penserra Capital Management LLC decreased its holdings of Mastercard Incorporated's stock by 2.6%, reducing its position to 34,380 shares after selling 909 shares....
During the third quarter, Baader Bank Aktiengesellschaft decreased its holdings of The Goldman Sachs Group Inc. by selling 824 shares and retaining only 955 shares as per their recent report to the Se...
Oppenheimer Asset Management Inc. decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by selling 5,287 shares in the third quarter, reducing its total ownership to 138,944 shares....
Cullen Capital Management LLC reduced its holdings of IBM's shares by 1.2% during the third quarter by selling 2,053 shares, resulting in a total ownership of 171,000 shares as reported on Form 13F....