investment
842 articles • Page 4 of 17
Ameritas Advisory Services LLC significantly reduced its holdings of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the third quarter, selling 62,912 shares. The firm now holds only 21,950 shar...
Assetmark Inc. has increased its holdings of Shopify Inc. (SHOP) shares by purchasing an additional 17,252 shares in the third quarter, raising its total ownership to 200,168 shares....
Atria Investments Inc reduced its holdings in Lam Research Corp by selling 19,025 shares during the third quarter. As a result, the firm now owns 59,184 shares....
Atria Investments Inc increased its holdings in Cadence Design Systems by 34.8% in the third quarter through an additional purchase of 4,975 shares, bringing their total to 19,269 shares....
The Illinois Municipal Retirement Fund has decreased its holdings in Centene Corporation by 26.8% during the third quarter. The organization sold off 76,773 shares of Centene's stock and now owns a to...
In the third quarter, CIBC World Market Inc. increased its holdings in Janus Henderson AAA CLO ETF by 54.3%, adding an additional 53,124 shares to reach a total ownership of 150,949 shares....
The Illinois Municipal Retirement Fund raised its stake in Principal Financial Group Inc. by 8.5% during the third quarter. They now own a total of 108,275 shares after acquiring an additional 8,497 s...
The Illinois Municipal Retirement Fund increased its holdings in Performance Food Group Company (NYSE:PFGC) by 8.6% during the third quarter as per its latest 13F filing with the SEC. The retirement f...
The Illinois Municipal Retirement Fund decreased its stock holdings in Moody’s Corporation by 11.4% in the third quarter of the year through a sale of 2,088 shares, reducing its total ownership to 16,...
The Illinois Municipal Retirement Fund reduced its stake in Loews Corporation by 36.6% during the third quarter of 2021, selling 47,007 shares and holding 81,575 shares after the transaction....
During the third quarter, Illinois Municipal Retirement Fund decreased its investment in Public Service Enterprise Group Incorporated (PEG) by 22.3%, reducing its shareholding from 111,783 to 86,877 s...
CIBC World Market Inc. increased its stake in Becton, Dickinson and Company by 89.7% during the third quarter through additional purchases of 20,857 shares, bringing the total holdings to 44,098 share...
In the third quarter, CIBC World Market Inc acquired a new stake in Genmab A/S Sponsored ADR (NASDAQ: GMAB) by purchasing 279,932 shares valued at approximately $8.5 million, as disclosed in their lat...
Cookson Peirce & Co. Inc. increased its holdings in Enpro Inc., a US industrial products company trading on NYSE under ticker NPO, by purchasing 5,651 shares worth approximately $1,277,000 as per the ...
Cookson Peirce & Co. Inc. acquired 5,212 shares of AutoNation, Inc., valued at around $1.14 million, in the third quarter as per its latest SEC filing....
Cookson Peirce & Co. Inc. significantly increased its holdings in The Kroger Co., raising its stake by 383.4% to own a total of 16,209 shares after purchasing an additional 12,856 shares in the third ...
Cadence Wealth Management LLC significantly increased its holdings in the SPDR S&P Oil & Gas Exploration & Production ETF (Ticker: XOP) by purchasing an additional 116,203 shares during the third quar...
Cookson Peirce & Co. Inc. has acquired 5,654 shares of Krystal Biotech Inc., valued at approximately $998,000, during the third quarter as per a recent SEC filing....
Cadence Wealth Management LLC reported a reduction of 29.7% in its holdings of Barrick Mining Corporation stock during the third quarter by selling 15,841 shares, leaving them with 37,551 shares....
Cadence Wealth Management LLC increased its holdings of iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) in the third quarter, adding 19,696 shares and raising its total ownership to 498,184 shares....
Caprock Group LLC purchased 15,009 shares of RB Global, Inc., worth about $1,724,000, during the third quarter as stated in their latest SEC filing. This new investment positions Caprock Group as a sh...
Caprock Group LLC purchased 29,690 shares of Dimensional U.S. Targeted Value ETF (NYSEARCA: DFAT) during the third quarter, with an investment value of approximately $1,748,000....
Caprock Group LLC acquired 54,206 shares of Antero Resources Corporation valued at approximately $1,730,000 during the third quarter as per its most recent filing with SEC....
Caprock Group LLC has acquired ownership of 9,299 shares in Williams-Sonoma Inc., with a total value of approximately $1.75 million, according to its latest filing with the SEC for the third quarter. ...
Caprock Group LLC has invested $2.05 million in a new stake of 144,247 shares in NatWest Group plc during the third quarter as per SEC filings....
Aspire Capital Advisors LLC has initiated an investment position in Bristol Myers Squibb Company by purchasing 11,209 shares worth around $506,000 in the third quarter as reported through their SEC fi...
In the third quarter, Caprock Group LLC bought 19,165 shares of Shopify Inc., a software company, with an estimated value of $2.708 million, as reported by their latest filing with the SEC for Form 13...
Assetmark Inc. increased its stake in Marsh & McLennan Companies' stock by 0.6% during the third quarter of 2023, purchasing an additional 4,071 shares to bring its total holdings to 688,583 shares....
During the third quarter, Envestnet Asset Management Inc. increased its stake in Roblox Corporation (NYSE:RBLX) by purchasing an additional 88,467 shares, bringing its total holdings to 205,498 shares...
In the third quarter, Caprock Group LLC purchased 141,096 shares of Teva Pharmaceutical Industries Ltd., valued at approximately $2,593,000, according to a recent SEC filing....
Caprock Group LLC has increased its investment in Consolidated Edison Inc by purchasing 26,065 shares worth approximately $2.586 million during the third quarter of the year....
Caprock Group LLC has recently initiated an investment in Welltower Inc., purchasing 16,948 shares worth about $2.85 million during the third quarter of this year as per SEC filings. This acquisition ...
Concord Asset Management LLC VA reduced its position in Alphabet Inc. by selling 2,576 shares during the third quarter, resulting in ownership of 8,055 shares valued at approximately $1.96 million....
Candriam S.C.A. reduced its holdings in The Goldman Sachs Group by 41.1% during the third quarter through selling 592 shares, leaving them with 850 shares....
Mizuho increased its price target for PPG Industries from $125.00 to $140.00 and maintains an outperform rating on the stock, according to a recent note issued to investors....
Mizuho raised its price target on Arch Capital Group (NASDAQ:ACGL) from $95 to $102 in a report released this week, maintaining a neutral rating on the stock while other analysts have set higher targe...
Advisors Asset Management Inc. reduced its stake in Genuine Parts Company (GPC) by 18.7% in the third quarter after selling 11,264 shares. The firm now holds 49,019 shares....
Advisors Asset Management Inc. decreased its holding of Ford Motor Company shares by 11.7% in the third quarter, selling 75,304 shares to retain ownership of 567,327 shares....
During the third quarter, Checchi Capital Advisers LLC reduced its stake in Meta Platforms, Inc. by selling 2,280 shares. This reduction left the institutional investor with ownership of 15,102 shares...
Envestnet Asset Management Inc. increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 12.7% in Q3, acquiring an additional 70,838 shares to reach a total of 630,199 shares....
Atria Investments Inc increased its holdings of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in the third quarter by purchasing an additional 13,632 shares, bringing their total to 159,010 sha...
Assetmark Inc. increased its ownership of Applied Materials Inc. shares by 10.2% during the third quarter through an acquisition of 31,759 new shares, resulting in total holdings of 344,377 shares....
Assetmark Inc. increased its holdings in Mastercard Incorporated stock during the third quarter by purchasing an additional 15,881 shares. This brings Assetmark's total ownership to 219,504 shares....
Ameritas Advisory Services LLC increased its holdings in the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 88.4% during the third quarter of the current year, according to a recently filed 13F with th...
During the third quarter, Ameritas Advisory Services LLC decreased its holdings of RTX Corporation by 19.2%, reducing ownership from the previous total by selling 4,029 shares. The company now owns 16...
Ameritas Advisory Services LLC has increased its stock position in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by purchasing an additional 4,991 shares, raising the total holdings to 12,170 s...
Arkadios Wealth Advisors increased its holdings in Microsoft Corporation by 15% during the third quarter, adding 21,409 shares to reach a total of 164,077 shares....
During the third quarter, Assetmark Inc. reduced its stake in iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by 21%, selling off 390,553 shares from its portfolio to hold a remaining balance of 1,4...
Caprock Group LLC has acquired a new stock position worth around $2,321,000 in British American Tobacco during the third quarter, as reported to the SEC. The purchase includes 40,800 shares....
During the third quarter, Caprock Group LLC acquired a new stake in Mitsubishi UFJ Financial Group, Inc., purchasing 154,831 shares worth around $2,367,000 based on their latest Form 13F filing with t...