investment
2600 articles • Page 42 of 52
Squarepoint Ops LLC decreased its stock holdings in Montrose Environmental Group Inc by 52.6% during the second quarter of 2023, reducing ownership to approximately 0.09% after selling 34,168 shares....
Thrivent Financial for Lutherans reduced its holding of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) by 19.4% in Q2, selling off 5,553 shares and retaining ownership of 23,026 units....
Squarepoint Ops LLC acquired new shares in DNOW Inc during the second quarter, purchasing 47,424 shares worth approximately $703,000....
Thrivent Financial for Lutherans decreased its ownership of OceanFirst Financial Corp (NASDAQ:OCFC) by 39.5% during the second quarter, selling off 86,644 shares to hold 132,831 shares....
Squarepoint Ops LLC purchased a new stake in Heidrick & Struggles International Inc., adding 15,500 shares valued at approximately $709,000 during the second quarter, as reported in their Form 13F fil...
Thrivent Financial for Lutherans reduced its holding in First Trust's RDVY ETF by 40,130 shares during the second quarter. As a result, it now holds 35,116 shares....
Squarepoint Ops LLC purchased 66,665 shares of American Coastal Insurance Corporation (NASDAQ: ACIC) during the second quarter, according to SEC filing. The value of these newly acquired stocks totals...
During the second quarter, Thrivent Financial for Lutherans increased its shareholding in Biogen Inc. by 24.2%, adding 3,544 shares to reach a total of 18,195 shares....
Thrivent Financial for Lutherans significantly increased its stake in The Scotts Miracle-Gro Company by purchasing additional 21,747 shares during the second quarter. As a result of this transaction, ...
Squarepoint Ops LLC has reduced its holdings in the SPDR Bloomberg Convertible Securities ETF (ticker CWB) by 63.2% during the second quarter, as stated in their latest filing with the SEC. After sell...
Thrivent Financial for Lutherans has increased its holdings in Sila Realty Trust Inc by 60% during the second quarter, purchasing an additional 37,058 shares to a total of 98,869 shares....
Cultivar Capital Inc. increased its holdings in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 3.3% during the third quarter after buying an additional 7,750 shares, bringing their total ...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings of iShares Core U.S. Aggregate Bond ETF (AGG) by 4.7% in the third quarter, resulting from a sale of 6,363 shares, as reported in their late...
Cranbrook Wealth Management LLC reduced its holdings of Vanguard Value ETF (NYSEARCA:VTV) by selling 3,539 shares during the third quarter. The institution now holds 55,785 shares, making VTV its tent...
Farther Finance Advisors LLC decreased its holdings of Vanguard FTSE Developed Markets ETF by selling 125,315 shares in the third quarter. This left the firm with a total of 2,015,008 shares, making V...
Exchange Traded Concepts LLC increased its holding of Quanta Services Inc. by 59.9% during the third quarter through additional purchases of 16,637 shares, resulting in a total ownership of 44,392 sha...
Farther Finance Advisors LLC increased its holdings of Invesco QQQ (NASDAQ: QQQ) by 55% during the third quarter, adding 38,659 shares to reach a total ownership of 108,996 shares. This position repre...
CJM Wealth Advisers Ltd. reduced its holdings of Invesco QQQ (NASDAQ: QQQ) by 4.5% during the third quarter, according to SEC filings. The firm decreased its stock ownership from 92,608 shares to 88,4...
Farther Finance Advisors LLC increased its holdings of SPDR Gold MiniShares Trust (GLDM) by 5.5% in the third quarter, according to a recent filing with the SEC....
Farther Finance Advisors LLC increased its holding of Mastercard's shares by 19.3% during the third quarter, adding 3,194 new shares to its total of 19,769....
Confluence Investment Management LLC has acquired a new stake of 85,680 shares in JBT Marel Corporation during the third quarter, valued at approximately $12 million according to their latest 13F fili...
In the third quarter, Confluence Investment Management LLC increased its holdings in iShares MBS ETF (NASDAQ: MBB) by purchasing an additional 78,136 shares. The firm now owns a total of 366,497 share...
Confluence Investment Management LLC decreased its holdings in Martin Marietta Materials Inc by selling 1,067 shares during the third quarter, ending with 61,391 shares. This marks a reduction of 1.7%...
In its most recent filing with the SEC, Coho Partners Ltd. reported reducing its holdings of Chevron Corporation (NYSE: CVX) stocks by 43.4% during the third quarter. This saw a decrease of 105,521 sh...
Builder Investment Group Inc. ADV reduced its holdings of Chevron Corporation (CVX) by 62.3% in the third quarter by selling 13,560 shares, retaining ownership of 8,212 shares....
Farther Finance Advisors LLC increased its ownership of iShares 0-3 Month Treasury Bond ETF (NYSEARCA: SGOV) shares during the third quarter by 53.4%, according to its recent filing with the SEC....
Foster Group Inc. has increased its holdings in the iShares Core S&P 500 ETF (Ticker: IVV) by purchasing an additional 3,372 shares during the third quarter. This purchase brings their total ownership...
DLK Investment Management LLC has lowered its shareholding in Tesla, Inc. by 11.3%, shedding 2,060 shares in the third quarter to retain a total of 16,194 shares as per recently filed securities repor...
Evanson Asset Management LLC reduced its holdings of the iShares Core S&P 500 ETF (NYSEARCA:IVV) by approximately 13.3% during the third quarter, selling around 743 shares and retaining ownership of 4...
Farther Finance Advisors LLC increased its holdings of SPDR Portfolio Developed World ex-US ETF (SPDW) by 19% during the third quarter through an additional purchase of 65,315 shares....
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings of Schwab U.S. Large-Cap Growth ETF by 23.8% in the third quarter, selling 498,075 shares, resulting in ownership of 1,597,106 shares....
CliftonLarsonAllen Wealth Advisors LLC has reduced its holdings of iShares S&P 500 Value ETF (NYSEARCA:IVE) by approximately 4.9% in the third quarter. The firm sold off 24,782 shares to end up with a...
Cliftonlarsonallen Wealth Advisors LLC decreased its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by selling 8,580 shares, leaving it with a total of 354,955 shares as of the end of the...
Coho Partners Ltd reduced its holdings in Lowe's Companies by 42.6% during the third quarter, selling off 101,045 shares and retaining ownership of 136,002 shares....
Flputnam Investment Management Co. increased its holdings in Alphabet Inc. by 67.2% in the third quarter, adding 104,517 shares to reach a total of 260,083 shares....
Confluence Investment Management LLC decreased its investment in The Sherwin-Williams Company by reducing its share count from 74,989 to 72,791 during the third quarter of 2023....
Exchange Traded Concepts LLC increased its shareholding in NuScale Power Corporation (NYSE:SMR) during the third quarter of 2023, adding 71,881 shares to reach a total of 406,779 shares. This represen...
Founders Capital Management LLC decreased its holdings of Alphabet Inc. stock by 1.0% in the third quarter, disposing of 4,459 shares and retaining ownership of 447,331 shares....
Confluence Investment Management LLC has increased its stake in United Parcel Service Inc (UPS) by 1.5% during the third quarter after acquiring an additional 9,872 shares. The investment firm now hol...
Coho Partners Ltd. decreased its holdings in AutoZone Inc. by 43.3% during the third quarter of 2021, per recent SEC filings. The firm now owns 7,760 shares after selling off 5,926 shares, which now a...
Exchange Traded Concepts LLC increased its investment in Lowe's Companies, Inc. by 2,495.5% in Q3, purchasing an additional 51,383 shares to own a total of 53,442 shares....
During the third quarter, Confluence Investment Management LLC significantly increased its holdings in Mondelez International by purchasing an additional 1,699,980 shares, raising their total ownershi...
Confluence Investment Management LLC increased its shareholding in Diageo plc by 0.9% in the third quarter, purchasing an additional 12,678 shares to reach a total of 1,363,504 shares. The investment ...
Coho Partners Ltd reduced its stock holdings in Icon Plc by 34.1% during the third quarter, selling 78,840 shares and holding 152,503 shares of the medical research company as per their latest SEC fil...
Exchange Traded Concepts LLC significantly increased its holdings in Chevron Corporation (CVX) shares by 1,398.4% during the third quarter, as reported in a recent SEC filing....
Farther Finance Advisors LLC increased its holdings of Dimensional International Value ETF (NYSEARCA: DFIV) by 603.1% in the third quarter, reporting ownership of 2,220,435 shares, a result of acquiri...
Coliseum Capital Management, L, a major shareholder of Mastercraft Boat Holdings Inc (NASDAQ:MCFT), purchased 25,000 shares at an average price of $19.66 per share on December 22nd, amounting to a tot...
CHICAGO TRUST Co NA reduced its holdings of Tesla Inc. by 38.3% in the third quarter. The firm sold 1,342 shares and now owns 2,158 shares of the electric vehicle maker's stock as per its latest 13F f...
CHICAGO TRUST Co NA decreased its investment in Visa Inc., selling 3,578 shares during the third quarter, and now holds 19,637 shares of the company's stock. This sale represents a reduction of 15.4% ...
Clarity Financial LLC increased its holdings in Meta Platforms, Inc. by 4,306.2% in the third quarter, adding 24,459 shares and now owning a total of 25,027 shares....