investment management
114 articles • Page 3 of 3
Evolution Wealth Management Inc significantly increased its holdings of Simplify Aggregate Bond ETF (AGGH) during the third quarter, raising its stock position by 286.2% to 53,980 shares with an addit...
Generate Investment Management Ltd reduced its holdings in JPMorgan Chase & Co. by selling 7,487 shares, leaving it with a total of 76,500 shares as per the most recent filing with the Securities and ...
Chris Bulman Inc reduced its holdings in iShares Core MSCI EAFE ETF (BATS: IEFA) by selling 9,799 shares during the 3rd quarter. As a result, the firm now owns 36,277 shares of the company's stock....
Perigon Wealth Management LLC increased its stake in AT&T Inc. by 22% in the third quarter, adding 29,149 shares and holding a total of 161,623 shares....
In the third quarter, Griffin Asset Management Inc. reduced its holdings of Oracle Corporation shares by selling 5,257 shares, resulting in a new total ownership of 50,493 shares....
Perigon Wealth Management LLC reduced its holdings of Vanguard Short-Term Bond ETF (BSV) by 27.9% in the third quarter, trimming its stock count to 63,568 shares after selling off 24,579 shares....
Tilia Fiduciary Partners Inc. decreased its holdings in Apple Inc. during the third quarter by selling 2,283 shares, reducing their stock count to 29,872 shares....
Carnegie Investment Counsel reduced its holdings by 7.8% in GE Vernova Inc. for the third quarter, per their latest SEC filing. They sold 2,643 shares lowering their total to 31,315 shares....
BigSur Wealth Management LLC reduced its holdings in Johnson & Johnson by 33.6% during the third quarter, selling 2,800 shares and holding 5,532 shares of the company's stock thereafter....
Confluence Investment Management LLC reduced its holdings in Hershey Company stock on the NYSE by 1.2% during Q3. The firm now holds 755,135 shares after selling off 9,257 units....
During the third quarter, Confluence Investment Management LLC reduced its holdings of The Progressive Corporation by selling 7,345 shares, decreasing its stake to 554,271 shares....
During the third quarter, Capital Insight Partners LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by 23.5%, adding an additional 7,148 shares to reach a total of 37,600 shares valued at ...
Dale Q Rice Investment Management Ltd decreased its holdings of Invesco QQQ by 6.4% during the third quarter after selling 982 shares, leaving it with 14,379 shares....
Dynamic Advisor Solutions LLC decreased its holdings of Invesco QQQ (NASDAQ:QQQ) in the third quarter by 26.8%, after selling 26,223 shares, leaving it with 71,443 shares....