investment
842 articles • Page 7 of 17
AlphaQuest LLC has purchased 9,227 shares of Microchip Technology Incorporated valued at approximately $593,000 in the third quarter of this year. This information was disclosed through a Form 13F fil...
Bessemer Group Inc increased its holding in Intercontinental Exchange Inc by 5.2% during the third quarter, adding 145,374 shares to reach a total of 2,955,623 shares....
Caprock Group LLC has acquired a new position in Kraft Heinz Company shares, buying 39,998 shares during the third quarter with an approximate value of $1,147,000....
Cherokee Insurance Co has decreased its investment in Altria Group by 20.8% during the third quarter of the reporting period, reducing its share count from 41,839 to 33,139 shares after selling 8,700 ...
In the third quarter, Caprock Group LLC purchased 18,808 shares in Skyworks Solutions, Inc., valued at approximately $1.423 million, according to a recent Form 13F filing with the Securities and Excha...
In the third quarter, Caprock Group LLC purchased 18,093 shares of NIKE Inc., worth approximately $1.4 million, according to a recent SEC filing....
CENTRAL TRUST Co increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by buying an additional 13,403 shares during the third quarter. The firm now owns a total of 37,174 shares thanks to ...
Cypress Capital Group increased its stake in Alphabet Inc. (NASDAQ: GOOGL) by 7.2% during the third quarter through an additional purchase of 3,053 shares, bringing its total holdings to 45,633 shares...
The Illinois Municipal Retirement Fund increased its shareholding in Exelixis Inc by approximately 19.1% in the third quarter of 2023, purchasing an additional 32,737 shares to total holdings of 204,2...
CIB World Market Inc. reported an increase of its stake in Gold Fields Limited by purchasing an additional 146,671 shares during the third quarter, amounting to a total ownership of 159,101 shares....
Caprock Group LLC purchased 19,138 shares of UPS stock in the third quarter, according to an SEC filing. The investment totals approximately $1,711,000....
Assetmark Inc. reports a reduction of its holdings in the Vanguard Russell 1000 Growth ETF (symbol: VONG) by selling 21,438 shares during the third quarter, thus decreasing their ownership to 490,771 ...
In the third quarter, CIBC World Market Inc. enhanced its investment in Expand Energy Corporation by purchasing an additional 10,919 shares, resulting in total holdings of 78,149 EXE stocks....
CENTRAL TRUST Co increased its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10,451.4% during the third quarter. The fund now owns 137,907 shares after purchasing an additional 136,6...
Arcus Capital Partners LLC reduced its holdings in NVIDIA Corporation by selling 3,146 shares during the third quarter, leaving them with 6,480 shares. This information is based on their latest 13F fi...
Caprock Group LLC acquired a new equity position in Fortinet Inc during the third quarter of 2021 by purchasing 32,121 shares worth approximately $2.53 million according to their most recent SEC filin...
Checchi Capital Advisers LLC reduced its holdings of JPMorgan Chase & Co., decreasing the position by 6.3% in the third quarter, as per their latest SEC filing. They now hold 30,486 shares after selli...
Assetmark Inc. increased its holdings in Royal Caribbean Cruises Ltd. by 234.6% during the third quarter, according to a recent SEC filing. The firm now owns 414,894 shares after acquiring an addition...
During the third quarter, Caprock Group LLC acquired 18,687 shares of CBRE Group Inc., worth approximately $3,030,000. The purchase was reported to the Securities and Exchange Commission through a rec...
Candriam S.C.A. has acquired a new stake of 33,039 shares in Rocket Lab Corporation in the third quarter, with an estimated value of approximately $1,583,000....
Envestnet Asset Management Inc. increased its shareholdings in Neurocrine Biosciences (NBIX) by 2.4% during the third quarter, following an additional purchase of 4,807 shares....
Ameritas Advisory Services LLC reduced its holdings in the iShares 0-3 Month Treasury Bond ETF (SGOV) by selling 47.7% of its shares during the third quarter, as revealed in a recent SEC filing....
Assetmark Inc. has increased its stake in NRG Energy Inc. by 22% during the third quarter, adding 106,539 shares on top of its existing holdings to own a total of 591,763 shares....
Assetmark Inc. has reduced its holdings of Vistra Corp stock (NYSE:VST) by 7.1% during the third quarter, as reported to the Securities and Exchange Commission. The company holds approximately 0.4% ow...
Caprock Group LLC has reported its purchase of 12,037 shares of Danaher Corporation during the third quarter of this year as part of a recent filing with the SEC. The investment's value stands at appr...
The Caisse des Dépôts et Consignations has increased its stake in the Coca-Cola Company by 10% through the purchase of an additional 15,532 shares during the third quarter....
During the third quarter, CIBC World Market Inc. increased its stake in Linde PLC by purchasing an additional 1,673 shares, bringing their total holdings to 58,850 shares....
In its most recent 13F filing with the SEC, Atria Investments Inc reported a reduction of 15.3% in its holdings of Costco Wholesale Corporation (NASDAQ: COST) during the third quarter. The institution...
Eubel Brady & Suttman Asset Management Inc increased its holdings of Kenvue Inc by 39.7% in the third quarter, adding 389,704 shares to reach a total of 1,371,886 shares....
Caprock Group LLC acquired new shares for its investment portfolio in the third quarter by purchasing 7,141 shares of Spotify Technology (NYSE:SPOT) with a total value of approximately $4.869 million,...
Caprock Group LLC acquired a new position in the iShares Russell 1000 Value ETF (NYSEARCA:IWD) during the third quarter, purchasing 18,862 shares valued at approximately $3.8 million according to rece...
During the third quarter, Candriam S.C.A. reduced its holdings in Carlisle Companies Incorporated (CSL) significantly by 76.8%, decreasing the number of shares to 13,083 due to selling off 43,228 shar...
Drake & Associates LLC has recently acquired shares worth approximately $781,000 in Monolithic Power Systems, Inc., a semiconductor company listed on NASDAQ under the ticker 'MPWR'. This acquisition i...
Eubel Brady & Suttman Asset Management Inc. reduced its holdings of Polaris Inc. (PII) by 144,311 shares to a total of 462,437 shares during the third quarter. This represents a decrease in stake by a...
Great Point Wealth Advisors LLC acquired a new position in Apple Inc., purchasing 17,318 shares valued at approximately $4.41 million during the third quarter of 2023. This investment now constitutes ...
Convergence Investment Partners LLC reduced its holdings of Meta Platforms Inc.'s stock by 8.9% during the third quarter of 2023. The fund sold off 1,064 shares, leaving it with a total position of 10...
AlTi Global Inc. has augmented its shareholding in Eli Lilly and Company (NYSE: LLY) by 76.9% during the third quarter as per their recent filing with the SEC. The company's holdings now total 3,029 s...
Rockland Trust Co. has purchased 2,443 shares of IDEX Corporation worth approximately $398,000 during the third quarter according to a recent SEC filing....
Envestnet Asset Management Inc. increased its ownership of Otis Worldwide Corporation by 9.9% during the third quarter, adding 40,289 shares to bring its total holdings to 446,138 shares....
During the third quarter, Midwest Trust Co increased its holdings of Honeywell International Inc. by 3.8%. The change came from acquiring an additional 7,062 shares, bringing their total to 193,924 sh...
Winslow Asset Management Inc. reduced its shareholding in Eli Lilly and Company (NYSE: LLY) by 1.9% in the third quarter. Following the sale of 609 shares, the firm now holds 31,616 shares of the phar...
Opinicus Capital Inc. added a new position consisting of 6,147 shares of PepsiCo, Inc., valued at around $863,000, during the third quarter, as documented in their latest filing with the SEC....
Wealthfront Advisers LLC has increased its shareholding in PepsiCo Inc. by 40.8% during the third quarter of this year, adding 60,911 shares to bring their total stake to 210,309 shares....
Edgemoor Investment Advisors Inc. reduced its stake in United Rentals Inc. during the third quarter by selling 746 shares, resulting in ownership of 70,899 shares valued at approximately $67.68 millio...
Machina Capital S.A.S. purchased 13,996 shares of Fortinet Inc., valued at around $1,177,000, in the third quarter, as per their SEC filing....
Triglav Investments D.O.O. reduced its ownership of Visa Inc. by 24.3% in the third quarter of the year through a sale of 24,421 shares, leaving it with 76,092 shares, which constitutes 1.7% of their ...
Triglav Investments D.O.O. has acquired 6,300 shares of Capital One Financial Corporation valued at approximately $1.339 million during the third quarter. This information was disclosed in their recen...
In the third quarter, Jones Financial Companies Lllp increased its holdings of Gilead Sciences Inc.'s stock by 9.8%, adding 7,144 shares to bring its total to 79,803 shares....
Machina Capital S.A.S. has established a new position in Chevron Corporation during the third quarter of 2021, purchasing 6,380 shares worth approximately $991,000....
Citigroup has increased its price objective for The Hartford Insurance Group (HIG) from $138.00 to $143.00 and maintains a neutral rating on the stock, according to a recent research report....