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842 articles • Page 17 of 17

Booz Allen Hamilton Holding Corporation $BAH Shares Acquired by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund increased its holdings of Booz Allen Hamilton Holding Corporation (NYSE: BAH) stock in the third quarter through additional purchases of 12,656 shares, raising i...
Cookson Peirce & Co. Inc. Takes $469,000 Position in Coeur Mining, Inc. $CDE
Cookson Peirce & Co. Inc. purchased 25,000 shares of Coeur Mining, Inc., valued at around $469,000, in the third quarter, as reported to the Securities and Exchange Commission....
AE Wealth Management LLC Boosts Stock Holdings in Alphabet Inc. $GOOGL
AE Wealth Management LLC increased its holdings in Alphabet Inc., by purchasing an additional 72,235 shares in the third quarter, totaling 924,927 shares....
Envestnet Asset Management Inc. Raises Holdings in First Trust Active Factor Large Cap ETF $AFLG
Envestnet Asset Management Inc. increased its holdings of the First Trust Active Factor Large Cap ETF (NYSEARCA:AFLG) by 2.9% during the third quarter, according to recent SEC filings....
Assetmark Inc. Acquires 53,895 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Assetmark Inc. increased its holdings in the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by purchasing an additional 53,895 shares during the third quarter. The firm now owns a total of 1,243...
SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Acquired by Aspire Capital Advisors LLC
Aspire Capital Advisors LLC increased its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA: SPSM) by purchasing an additional 25,607 shares in the third quarter, raising total ownership to 205,...
Caprock Group LLC Invests $2.34 Million in International Paper Company $IP
Caprock Group LLC acquired a new stake in International Paper Company during the third quarter of the year, with the purchase totaling approximately $2.34 million and encompassing 46,495 shares....
25,339 Shares in Emerson Electric Co. $EMR Acquired by Caprock Group LLC
Caprock Group LLC bought 25,339 shares of Emerson Electric Co., worth approximately $3.359 million, during the third quarter as per SEC filing. This represents a new investment position for the fund i...
Caprock Group LLC Buys New Shares in Texas Instruments Incorporated $TXN
Caprock Group LLC has increased its holdings in Texas Instruments Incorporated by purchasing 26,373 shares during the third quarter of this year, valued at approximately $5.34 million....
Caprock Group LLC Acquires New Position in Deere & Company $DE
Caprock Group LLC increased its holdings in Deere & Company during the third quarter by purchasing 7,004 shares worth approximately $3.35 million....
Citigroup Inc. $C Shares Sold by Impax Asset Management Group plc
Impax Asset Management Group plc has decreased its holdings of Citigroup Inc.'s stocks by 13.6%, as reported in their latest filing with the SEC for the third quarter. This reduction involved selling ...
Caisse Des Depots ET Consignations Takes $2.98 Million Position in Arista Networks, Inc. $ANET
In the third quarter, Caisse Des Dépôts ET Consignations acquired 20,425 shares of Arista Networks Inc., valued at about $2.976 million....
Triad Wealth Partners LLC Buys 26,683 Shares of NVIDIA Corporation $NVDA
Triad Wealth Partners LLC increased its holdings in NVIDIA Corporation by purchasing an additional 26,683 shares in the third quarter, raising its total holding to 73,571 shares....
GK Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU
GK Wealth Management LLC bought 2,661 shares of Micron Technology, Inc., with a total value of approximately $445,000, during the third quarter. The acquisition was reported through the latest 13F fil...
Goldman Sachs ActiveBeta Emerging Markets Equity ETF $GEM Shares Purchased by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its holdings of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (ticker: GEM) by 12.3% in the third quarter, as revealed in recent filings with the Secur...
Envestnet Asset Management Inc. Purchases 8,523 Shares of First Trust Long/Short Equity ETF $FTLS
Envestnet Asset Management Inc. increased its holdings in First Trust Long/Short Equity ETF (NYSEARCA: FTLS) by purchasing an additional 8,523 shares during the third quarter. This brought their total...
Envestnet Asset Management Inc. Reduces Position in Lloyds Banking Group PLC $LYG
During the third quarter, Envestnet Asset Management Inc. reduced its stake in Lloyds Banking Group PLC by selling 144,461 shares and holding a total of 8,405,129 shares....
Wesbanco Bank Inc. Raises Stake in Oracle Corporation $ORCL
Wesbanco Bank Inc. increased its holdings in Oracle Corporation by 5.2% during the third quarter of the year after purchasing an additional 4,348 shares of enterprise software provider stock....
Winslow Asset Management Inc. Cuts Position in The Charles Schwab Corporation $SCHW
Winslow Asset Management Inc. reduced its holdings of Charles Schwab Corporation by 3.8% during the third quarter. After selling 6,006 shares, the institutional investor now owns 154,132 shares....
Johnson Investment Counsel Inc. Sells 5,920 Shares of Medtronic PLC $MDT
Johnson Investment Counsel Inc. decreased its holdings in Medtronic PLC by selling 5,920 shares in the third quarter, reducing its stake to 590,276 shares....
Versor Investments LP Increases Holdings in Interparfums, Inc. $IPAR
Versor Investments LP significantly increased its holdings in Interparfums, Inc., by 234.7% during the third quarter. The firm now holds 10,526 shares of Interparfums stock after acquiring an addition...
Wealthfront Advisers LLC Buys 13,515 Shares of Wells Fargo & Company $WFC
Wealthfront Advisers LLC increased its holdings in Wells Fargo & Company (NYSE: WFC) by 3.3% during the third quarter. The fund purchased an additional 13,515 shares and now owns a total of 429,018 sh...
Allianz Asset Management GmbH Raises Stake in Toronto Dominion Bank (The) $TD
Allianz Asset Management GmbH increased its position in Toronto Dominion Bank (TD) by 7.5% during the third quarter through the acquisition of an additional 6,798 shares, raising their total holdings ...
Compagnie Lombard Odier SCmA Sells 16,399 Shares of The Walt Disney Company $DIS
Compagnie Lombard Odier SCmA reduced its holdings in The Walt Disney Company by selling 16,399 shares during the third quarter. After this sale, they now hold a total of 575,672 shares....
Homestead Advisers Corp Buys 28,200 Shares of UnitedHealth Group Incorporated $UNH
According to recent SEC filings, Homestead Advisers Corp increased its stake in UnitedHealth Group (NYSE: UNH) by purchasing an additional 28,200 shares during the third quarter. This brings their tot...
Savant Capital LLC Buys 38,687 Shares of Intel Corporation $INTC
Savant Capital LLC boosted its holding of Intel Corporation by purchasing an additional 38,687 shares during the third quarter, increasing its total stake to 329,075 shares....
Cullen Capital Management LLC Reduces Stock Holdings in Cisco Systems, Inc. $CSCO
Cullen Capital Management LLC decreased its holdings of Cisco Systems stock by 2.4% during the third quarter through a sale of 97,824 shares, according to recent SEC filings....
ABN AMRO Bank N.V. Buys 497,582 Shares of CocaCola Company (The) $KO
ABN AMRO Bank N.V. significantly increased its holdings in The CocaCola Company (NYSE: KO) during the third quarter by purchasing an additional 497,582 shares, leading to a total ownership of 604,445 ...
Envestnet Asset Management Inc. Sells 518,903 Shares of Union Pacific Corporation $UNP
Envestnet Asset Management Inc. reduced its stake in Union Pacific Corp by selling 518,903 shares during the third quarter, bringing its holdings down to 1,705,572 shares....
Cidel Asset Management Inc. Acquires 13,312 Shares of Motorola Solutions, Inc. $MSI
Cidel Asset Management Inc. increased its holdings in Motorola Solutions (MSI) by 13,312 shares during the third quarter, raising its total ownership to 32,061 shares....
Florida Financial Advisors LLC Purchases New Position in American Healthcare REIT, Inc. $AHR
Florida Financial Advisors LLC has acquired 14,827 shares of American Healthcare REIT Inc. (AHR) during the third quarter, with the total value of these holdings amounting to approximately $623,000. T...
Atria Investments Inc Has $4.04 Million Stake in JPMorgan Active Bond ETF $JBND
Atria Investments Inc increased its holdings of JPMorgan Active Bond ETF (NYSEARCA: JBND) by 17.4% during the third quarter after acquiring an additional 11,024 shares, bringing its total ownership to...
Caprock Group LLC Invests $1.74 Million in Kilroy Realty Corporation $KRC
Caprock Group LLC has acquired shares worth approximately $1.74 million in Kilroy Realty Corporation during the third quarter of 2023, increasing its ownership to include 41,870 shares....
CENTRAL TRUST Co Purchases 21,314 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
CENTRAL TRUST Co significantly increased its holdings in Vanguard's 0-3 Month Treasury Bill ETF (VBIL) by purchasing an additional 21,314 shares during the third quarter, bringing its total ownership ...
Cadence Wealth Management LLC Makes New $3.07 Million Investment in Vanguard Extended Duration Treasury ETF $EDV
Cadence Wealth Management LLC purchased 44,892 shares of Vanguard Extended Duration Treasury ETF (NYSEARCA: EDV) during the third quarter, amounting to an investment worth approximately $3.07 million....
Ameritas Advisory Services LLC Buys 39,998 Shares of Vanguard Value ETF $VTV
Ameritas Advisory Services LLC increased its holdings in Vanguard Value ETF (VTV) by purchasing an additional 39,998 shares, raising its total shareholding to 112,762. This investment activity occurre...
Caprock Group LLC Takes $4.72 Million Position in Lowe’s Companies, Inc. $LOW
Caprock Group LLC has purchased 18,302 shares of Lowe’s Companies Inc., valued at approximately $4.72 million, according to a recent SEC filing....
Envestnet Asset Management Inc. Sells 130,723 Shares of Fidelity National Financial, Inc. $FNF
In the third quarter, Envestnet Asset Management Inc. reduced its holdings in Fidelity National Financial (FNF) by selling 130,723 shares, resulting in a new ownership of 696,301 shares....
Bluesphere Advisors LLC Sells 1,827 Shares of Alphabet Inc. $GOOGL
Bluesphere Advisors LLC reduced its holdings of Alphabet Inc. (NASDAQ:GOOGL) by selling 1,827 shares in the third quarter, leaving them with 25,470 shares....
Maryland State Retirement & Pension System Buys 12,018 Shares of Amazon.com, Inc. $AMZN
The Maryland State Retirement & Pension System increased its stock holdings in Amazon.com Inc. by purchasing an additional 12,018 shares during the third quarter, bringing the total number of shares t...
Owens Corning Inc $OC Shares Bought by Ashton Thomas Private Wealth LLC
During Q3, Ashton Thomas Private Wealth LLC increased its stake in Owens Corning Inc (NYSE:OC) stocks by 231.4%, adding an additional 34,106 shares to reach a total of 48,843 shares through acquisitio...
Envestnet Asset Management Inc. Has $22.55 Million Position in Global X MLP & Energy Infrastructure ETF $MLPX
During the 3rd quarter of this year, Envestnet Asset Management Inc. increased its holdings in Global X MLP & Energy Infrastructure ETF (Ticker: MLPX) by 3.1%, acquiring an additional 10,828 share...
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