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2026-03-08 05:01 UTC
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842 articles • Page 11 of 17

Abich Financial Wealth Management LLC Acquires New Holdings in Amgen Inc. $AMGN
Abich Financial Wealth Management LLC has acquired 1,541 shares of Amgen Inc., worth about $435,000, during the third quarter according to their latest filing with the SEC....
United Airlines Holdings Inc $UAL Shares Bought by Envestnet Asset Management Inc.
During the third quarter, Envestnet Asset Management Inc. increased its holdings in United Airlines Holdings Inc. (NASDAQ:UAL) by 28.9% through the purchase of an additional 59,378 shares, bringing th...
Envestnet Asset Management Inc. Raises Position in Gildan Activewear, Inc. $GIL
During the third quarter, Envestnet Asset Management Inc. increased its stake in Gildan Activewear by purchasing an additional 39,072 shares, bringing its total holdings to 464,925 shares....
Pgim Aaa Clo Etf $PAAA Shares Bought by Envestnet Asset Management Inc.
During Q3 2021, Envestnet Asset Management Inc increased its holdings in Pgim Aaa Clo Etf (PAAA) by purchasing an additional 292,154 shares, resulting in a total ownership of 568,779 shares....
Lincoln Electric Holdings, Inc. $LECO Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management reduced its stake in Lincoln Electric Holdings Inc (NASDAQ: LECO) during the third quarter of 2021, selling off 8,652 shares to hold a total of 121,868 shares....
Alphabet Inc. $GOOGL is Financial Security Advisor Inc.’s 10th Largest Position
Financial Security Advisor Inc. increased its stake in Alphabet Inc. (NASDAQ: GOOGL) by 3.7% during the third quarter, adding 1,659 shares to reach a total of 46,355 shares....
Atria Investments Inc Has $11.53 Million Stock Holdings in iShares Treasury Floating Rate Bond ETF $TFLO
Atria Investments Inc increased its holdings in the iShares Treasury Floating Rate Bond ETF (TFLO) by 5.1% during the third quarter, acquiring an additional 11,010 shares to own a total of 227,935 sha...
Alphabet Inc. $GOOGL Stock Position Boosted by Flossbach Von Storch SE
Flossbach Von Storch SE increased its holdings of Alphabet Inc. stocks (NASDAQ: GOOGL) in the third quarter, adding 147,231 shares to reach a total of 6,812,930 shares as per their recent filing with ...
Foundations Investment Advisors LLC Buys 8,490 Shares of Alphabet Inc. $GOOGL
Foundations Investment Advisors LLC increased its holdings in Alphabet Inc. by purchasing an additional 8,490 shares during the third quarter, reaching a total of 219,440 shares....
Atria Investments Inc Sells 6,797 Shares of iShares 20+ Year Treasury Bond ETF $TLT
Atria Investments Inc reduced its holdings in the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) by 4.5% during the third quarter, as reported to the Securities and Exchange Commission through a fil...
Assetmark Inc. Boosts Holdings in Vanguard Core Bond ETF $VCRB
During the third quarter, Assetmark Inc increased its holdings in Vanguard Core Bond ETF (VCRB) by 16.3%, adding an additional 181,681 shares to a total of 1,297,448 shares as per their latest SEC fil...
Ameritas Advisory Services LLC Sells 10,592 Shares of Chevron Corporation $CVX
Ameritas Advisory Services LLC decreased its holdings in Chevron Corporation by 34.7% during the third quarter through a sale of 10,592 shares, resulting in ownership of 19,968 shares....
Atlantic Family Wealth LLC Reduces Position in Pacer US Cash Cows 100 ETF $COWZ
In the third quarter, Atlantic Family Wealth LLC decreased its investment in Pacer US Cash Cows 100 ETF (COWZ) by selling 8,534 shares. This results in their new total shareholding of 45,817 shares....
Aspire Capital Advisors LLC Boosts Position in Vanguard Mid-Cap ETF $VO
Aspire Capital Advisors LLC increased its holdings of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 14.5% in the third quarter, adding 4,570 shares to reach a total of 36,063 shares....
iShares Core MSCI EAFE ETF $IEFA Stake Raised by Assetmark Inc.
Assetmark Inc. reported an increase of its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 6% during the third quarter, acquiring an additional 458,177 shares to a total ownership stake of 8,040...
Atria Investments Inc Has $13.91 Million Holdings in First Trust Low Duration Opportunities ETF $LMBS
Atria Investments Inc increased its holdings of the First Trust Low Duration Opportunities ETF (LMBS) by purchasing an additional 13,536 shares during the third quarter. The total holding now stands a...
Atria Investments Inc Cuts Holdings in AT&T Inc. $T
In its latest disclosure with the SEC, Atria Investments Inc reported reducing its position in AT&T Inc by 10% in Q3, selling off 52,928 shares and holding a total of 476,753 shares....
Assetmark Inc. Raises Stock Holdings in SPDR Portfolio Emerging Markets ETF $SPEM
Assetmark Inc. increased its holdings of SPDR Portfolio Emerging Markets ETF by 8.5% during the third quarter, purchasing an additional 117,415 shares to reach a total of 1,499,946 shares....
Ameritas Advisory Services LLC Cuts Holdings in Vanguard Small-Cap ETF $VB
In the third quarter, Ameritas Advisory Services LLC reduced its holdings in Vanguard Small-Cap ETF (VB) by 73.8%, selling 46,500 shares to leave it with 16,516 shares according to a recent filing wit...
Ameritas Advisory Services LLC Purchases 13,000 Shares of The Sherwin-Williams Company $SHW
Ameritas Advisory Services LLC significantly increased its holdings in The Sherwin-Williams Company by acquiring an additional 13,000 shares during the third quarter. This resulted in a total holding ...
Caprock Group LLC Makes New Investment in Dimensional US High Profitability ETF $DUHP
Caprock Group LLC acquired 84,650 shares of Dimensional US High Profitability ETF (DUHP) during the third quarter at a total value of approximately $3.1 million. The transaction was reported to the Se...
Caprock Group LLC Makes New $3.17 Million Investment in DoorDash, Inc. $DASH
Caprock Group LLC has recently purchased 11,653 shares of DoorDash Inc., adding a new investment position valued at approximately $3.169 million during the third quarter as reported through their SEC ...
Caprock Group LLC Purchases Shares of 15,341 Marsh & McLennan Companies, Inc. $MMC
Caprock Group LLC acquired shares worth approximately $3.157 million in Marsh & McLennan Companies during the third quarter, according to their latest filing with the SEC. The total acquisition includ...
Caprock Group LLC Makes New $3.14 Million Investment in Aflac Incorporated $AFL
In the third quarter, Caprock Group LLC acquired 29,251 shares of Aflac Incorporated (NYSE: AFL) for approximately $3.14 million, according to their recent filing with the Securities and Exchange Comm...
Caprock Group LLC Buys Shares of 15,417 American Tower Corporation $AMT
Caprock Group LLC purchased 15,417 shares of American Tower Corporation (AMT) stock during the third quarter, totaling approximately $3,143,000 in value as per its most recent form 13F filing with the...
Caprock Group LLC Makes New $3.16 Million Investment in Applied Digital Corporation $APLD
In the third quarter, Caprock Group LLC purchased 137,765 shares of Applied Digital Corporation for a total value of approximately $3.16 million, marking its new investment position according to SEC f...
Caprock Group LLC Takes $3.11 Million Position in Banco Bilbao Viscaya Argentaria S.A. $BBVA
Caprock Group LLC purchased 171,778 shares of Banco Bilbao Viscaya Argentaria S.A., worth approximately $3.1 million, in the third quarter as per its latest SEC filing....
Caprock Group LLC Invests $2.35 Million in Five Below, Inc. $FIVE
During the third quarter, Caprock Group LLC purchased 16,165 shares of Five Below Inc., a specialty retailer, valued at approximately $2.346 million according to their latest SEC filing Form 13F....
Caprock Group LLC Takes $2.28 Million Position in SLB Limited $SLB
Caprock Group LLC disclosed that it has acquired shares of SLB Limited (NYSE:SLB) valued at approximately $2.275 million in the third quarter, according to SEC documents. It purchased a total of 61,74...
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 Takes Position in Monster Beverage Corporation $MNST
Caprock Group LLC has acquired 49,026 shares of Monster Beverage Corporation (NASDAQ: MNST) worth approximately $3 million according to its latest filing with the Securities and Exchange Commission. T...
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....
Teradata (NYSE:TDC) Price Target Raised to $42.00 at Citigroup
Citigroup raised its price target for Teradata (TDC) from $35.00 to $42.00 and maintains a 'buy' rating on the stock. The report was distributed to investors on Thursday....
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 Invests $5.33 Million in Merck & Co., Inc. $MRK
Caprock Group LLC has acquired a new stake worth approximately $5.33 million in Merck & Co., Inc., purchasing 63,387 shares. This addition to their investment portfolio was highlighted in the most rec...
8,116 Shares in Blackstone Inc. $BX Purchased by Caisse Des Depots ET Consignations
Institutional investor Caisse Des Depots ET Consignations has acquired a new stake in Blackstone Inc., an asset management firm. In the third quarter, they purchased 8,116 shares worth approximately $...
950 Shares in Deere & Company $DE Bought by Eubel Brady & Suttman Asset Management Inc.
Eubel Brady & Suttman Asset Management Inc. has bought a new stake of 950 shares in the industrial products company, Deere & Company (DE), during the third quarter. The purchase was valued at approxim...
Caisse Des Depots ET Consignations Trims Holdings in Morgan Stanley $MS
Caisse Des Dépôts et Consignations reduced its holdings in Morgan Stanley by 30.6% during the third quarter of the year after selling 18,664 shares, as per their filing with the SEC....
Caprock Group LLC Acquires New Holdings in The Walt Disney Company $DIS
Caprock Group LLC has acquired 47,354 shares of The Walt Disney Company stock during the third quarter, worth approximately $5.6 million, as reported in their latest SEC filing....
Caprock Group LLC Acquires Shares of 51,937 The Charles Schwab Corporation $SCHW
Caprock Group LLC has acquired 51,937 shares of The Charles Schwab Corporation during the third quarter. This investment is valued at approximately $4,978,000. Other large investors have also recently...
Caprock Group LLC Buys Shares of 35,814 Advanced Micro Devices, Inc. $AMD
Caprock Group LLC acquired a new position in Advanced Micro Devices (NASDAQ: AMD) during the third quarter as disclosed to the Securities and Exchange Commission. They purchased 35,814 shares worth ab...
Caprock Group LLC Takes $3.60 Million Position in The Allstate Corporation $ALL
Caprock Group LLC acquired 17,598 shares of The Allstate Corporation's stock in the third quarter, with a total value of approximately $3.6 million as per their filing with the SEC....
Eubel Brady & Suttman Asset Management Inc. Makes New $426,000 Investment in Texas Instruments Incorporated $TXN
Eubel Brady & Suttman Asset Management Inc. has reported a new investment of $426,000 in Texas Instruments Incorporated during the third quarter through acquiring 2,320 shares. This information was di...
Caisse Des Depots ET Consignations Buys 9,374 Shares of Abbott Laboratories $ABT
Institutional investor Caisse des Dépôts et Consignations increased its shareholding in Abbott Laboratories by purchasing an additional 9,374 shares during the third quarter. This marks a rise of 61.7...
Caisse Des Depots ET Consignations Invests $4.34 Million in NIKE, Inc. $NKE
French state-owned public financial institution Caisse des Dépôts et Consignations has purchased 62,263 shares of Nike, Inc., worth approximately $4.34 million, as reported by their most recent filing...
Caisse Des Depots ET Consignations Makes New Investment in Intuitive Surgical, Inc. $ISRG
In the third quarter, Caisse Des Dépôts ET Consignations purchased a new stake in Intuitive Surgical, Inc., acquiring 3,974 shares worth approximately $1.777 million. The investment details were discl...
Caisse Des Depots ET Consignations Makes New Investment in Apollo Global Management Inc. $APO
Caisse des Dépots et Consignations has recently acquired 10,437 shares of Apollo Global Management Inc., valued at approximately $1.4 million, as disclosed to the SEC for the third quarter....
CBRE Group, Inc. $CBRE Shares Acquired by Cornerstone Investment Partners LLC
Cornerstone Investment Partners LLC increased its ownership of CBRE Group Inc stock by 13.7% in Q3, adding 47,460 shares to bring its total holdings to 392,759 shares....
Cornerstone Investment Partners LLC Makes New Investment in Thermo Fisher Scientific Inc. $TMO
Cornerstone Investment Partners LLC bought 85,342 shares of Thermo Fisher Scientific Inc., worth approximately $41,393,000, in the third quarter as per their latest 13F filing with the SEC. This repre...
Caprock Group LLC Invests $5.14 Million in Fair Isaac Corporation $FICO
In the third quarter, Caprock Group LLC purchased 3,376 shares of Fair Isaac Corporation worth around $5,137,000, according to their latest report with the SEC....
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