investment management
114 articles • Page 2 of 3
Geneos Wealth Management Inc. decreased its holdings of Northrop Grumman Corporation (NYSE: NOC) shares by 61.6% in the third quarter, as reported to the SEC. The firm's current ownership stands at 94...
Ferguson Wellman Capital Management Inc. reduced its shareholding in Avery Dennison Corp by 79.3% during the third quarter, selling off 115,197 shares and retaining 30,009 shares as disclosed in their...
In the third quarter, Ferguson Wellman Capital Management Inc. reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by selling 1,362 shares or a reduction of 19.1%. This left the fund with...
Ciovacco Capital Management LLC decreased its holdings of the Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.2% in the third quarter, selling 1,465 shares but still owning a total of 120,150 shares worth $...
Cordatus Wealth Management LLC reduced its holdings in Lockheed Martin Corporation by selling 3,989 shares during the third quarter, resulting in a new total of 498 shares. This reduction represents a...
Gateway Investment Advisers LLC reduced its holdings in Verizon Communications Inc. by 24.6% during the third quarter after selling 58,959 shares, now owning 180,901 shares of the company....
Earned Wealth Advisors LLC decreased its holdings of Vanguard Total Stock Market ETF (VTI) by selling 2,981 shares in the third quarter. The fund now owns 21,374 shares after this reduction....
In the third quarter of the year, Miracle Mile Advisors LLC acquired a new position in the Vanguard Russell 1000 ETF (VONE), worth approximately $834,000. They purchased 2,758 shares of the fund's sto...
Virginia Retirement Systems reduced its holdings in Mohawk Industries' (NYSE:MHK) shares by 30.4% in the third quarter, selling a total of 7,600 shares to end up with 17,400 shares....
Voya Investment Management LLC significantly reduced its holdings in Weave Communications, Inc., selling 1,457,580 shares and reducing its position by 95.5% to hold 69,171 shares of the company’s stoc...
Voya Investment Management LLC reduced its holdings in ANI Pharmaceuticals, Inc. by 54.3% during the third quarter through a sale of 8,089 shares, leaving it with ownership of 6,807 shares as per the ...
In the third quarter, Voya Investment Management LLC increased its holdings in Heritage Commerce Corp by purchasing an additional 45,350 shares, making a total of 64,976 shares. This increase represen...
Osaic Holdings Inc. decreased its holdings in Invesco's AAA CLO Floating Rate Note ETF (ICLO) during the second quarter, selling off 48,606 shares to reduce their position by approximately 53%. The co...
Generate Investment Management Ltd increased its holdings in Eli Lilly and Company by purchasing an additional 15,352 shares during the third quarter, bringing its total stake to 81,813 shares....
Delta Investment Management LLC reduced its holdings of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 3.1% during the third quarter, selling 27,840 shares and ending up with 860,218 shares....
Delta Investment Management LLC increased its holdings of FS Credit Opportunities Corp stock by 85.3% during the third quarter by purchasing an additional 218,438 shares to total 474,501 shares valued...
Delta Investment Management LLC increased its holding in Simplify Managed Futures Strategy ETF by 53.2%, amounting to the purchase of an additional 18,773 shares during the third quarter, resulting in...
Consilium Wealth Advisory LLC decreased its investment in General Electric Company (GE) by 14.7% during the third quarter through a reduction of 1,685 shares, leaving them with 9,815 shares....
Marathon Asset Management Ltd decreased its holdings in Coca-Cola Europacific Partners by 1.3% in the third quarter, selling 14,892 shares and maintaining ownership over 1,165,190 shares....
Perigon Wealth Management LLC reduced its holdings in Caterpillar Inc. (CAT) by 36.2% in the third quarter. The firm sold 6,014 shares and now holds 10,621 shares of the industrial products company....
Jamison Private Wealth Management Inc. Has $35.51 Million Stock Position in NVIDIA Corporation $NVDA
Jamison Private Wealth Management Inc. reduced its stock holdings of NVIDIA Corporation by 2.3% during the third quarter. As a result, they now hold 190,308 shares after selling off 4,450 shares....
Legacy Wealth Asset Management LLC decreased its holdings in NVIDIA Corporation shares by 18.3% in the third quarter of 2022, reducing its ownership to 28,490 shares after selling out 6,392 shares....
During the third quarter, J2 Capital Management Inc decreased its holdings in Amazon.com by selling 4,204 shares, reducing ownership to 1,918 shares as per its most recent SEC filing....
Riverbridge Partners LLC reduced its stake in Amazon.com by 3.3% in the third quarter, selling 21,252 shares to retain 632,358 shares....
Capricorn Fund Managers Ltd reduced its holdings of PayPal Holdings Inc (PYPL) by selling 19,375 shares in the third quarter. This decreases their stock position to 36,067 shares....
Ellsworth Advisors LLC increased its holdings in JPMorgan's JPST by 1,153% during the third quarter through the purchase of an additional 86,807 shares. The fund now owns 94,336 shares....
CJM Wealth Advisers Ltd. reduced its holdings in Vanguard Value ETF (VTV) by selling 10,025 shares during the third quarter, according to recent SEC filing. The firm now owns 82,283 shares....
Farther Finance Advisors LLC reduced its holdings in the iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by selling 951,260 shares during the third quarter. Following this transaction, the firm o...
Confluence Investment Management LLC reduced its holdings in Chevron Corporation by 1.5% during the third quarter, selling 12,734 shares and holding a total of 832,901 shares....
Dougherty Wealth Advisers LLC reduced its holdings in iShares MSCI EAFE ETF (EFA) by 88.7% in the third quarter, selling off 21,073 shares and retaining ownership of only 2,675 shares....
CliftonLarsonAllen Wealth Advisors LLC reduced its holdings of the Dimensional U.S. Core Equity 2 ETF (DFAC) by selling 76,661 shares during Q3, resulting in an ownership of 1,843,913 shares....
Confluence Investment Management LLC decreased its holdings of Nordson Corporation (NDSN) stock by 1.7% during the third quarter by selling 5,573 shares, thus ending up with a total of 330,517 shares....
Confluence Investment Management LLC reduced its stake in Air Products and Chemicals Inc. by selling 3,406 shares during the third quarter, resulting in a total holding of 202,554 shares valued at $55...
Confluence Investment Management LLC decreased its holdings in Weyerhaeuser Company by 7.9% during the third quarter, selling 151,019 shares and retaining 1,764,467 shares....
Confluence Investment Management LLC increased its holdings in Accenture PLC by 6,611.2% during the third quarter of the financial year. This increase was due to an additional purchase of 206,137 shar...
Confluence Investment Management LLC decreased its holdings in Mastercard Inc by selling 4,670 shares during the third quarter, leaving it with a total of 161,975 shares....
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...
During the third quarter, Cherrydale Wealth Management LLC increased its position in Vanguard Total Stock Market ETF (VTI) by 3.5%. The firm's ownership of VTI shares grew to 267,449 after acquiring a...
Flputnam Investment Management Co. reduced its holdings of Danaher Corporation stock by 17.4% during the third quarter through selling 2,914 shares, resulting in a current position of 13,874 shares....
Signal Advisors Wealth LLC reduced its holdings in Duke Energy Corporation by selling 4,567 shares during the third quarter. The firm now holds 3,168 shares following this transaction....
Orion Portfolio Solutions LLC reduced its holdings in Vanguard Dividend Appreciation ETF (VIG) by selling 3,944 shares during the second quarter. As a result, their total ownership stands at 8,934 sha...
BDF Gestion reduced its holdings of Goldman Sachs stock by 17.2% during Q3, selling 2,600 shares and leaving it with 12,500 shares....
Dynamic Advisor Solutions LLC reduced its holdings in Schwab Fundamental International Equity ETF by selling 97,179 shares, bringing the total to 687,128 shares. This reduction was revealed in a recen...
Contravisory Investment Management Inc. decreased its holdings of American Express (NYSE: AXP) by 4.5% in the third quarter, according to SEC filings. The company now owns 30,259 shares, representing ...
Clark Asset Management LLC acquired shares worth approximately $505,000 in the Invesco BulletShares 2033 Municipal Bond ETF during the third quarter. This purchase represents a new investment position...
Brookstone Capital Management decreased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 20% during the third quarter, selling 8,452 shares according to a recent SEC filing. The firm ...
In the third quarter, Confluence Investment Management LLC reduced its holdings of Expeditors International of Washington stock by 2.4%, selling 4,311 shares to retain ownership of 177,080 shares....
Confluence Investment Management LLC decreased its holdings of Southern Company's stock by 1.9% in the third quarter, after selling 30,028 shares, reducing its total holding to 1,549,426 shares....
Bartlett & CO. Wealth Management LLC reduced its holdings of Vanguard Small-Cap Value ETF (NYSEARCA: VBR) by 3.4% during the third quarter, selling shares to now own 68,260 units according to their la...
Dynamic Advisor Solutions LLC decreased its holding in Capital Group Growth ETF (CGGR) by selling 12,703 shares during the third quarter, reducing its total holdings to 75,970 shares....