portfolio management
21 articles
Cidel Asset Management Inc. reduced its holdings in Lowe’s Companies by 90.2% during the third quarter through selling 56,024 shares, retaining ownership of 6,076 shares....
Cidel Asset Management Inc. increased its holdings in Fortis by purchasing an additional 25,809 shares during the third quarter, bringing its total ownership to 963,061 shares. This amount represents ...
Florida Financial Advisors LLC reduced its stock holdings of the JPMorgan Core Plus Bond ETF (JCPB) by 75.5% during the third quarter. The firm now owns 5,721 shares after selling 17,601 shares....
CENTRAL TRUST Co decreased its holdings in the iShares Russell 2000 ETF (IWM) by selling 2,058 shares during the third quarter. After this sale, its stock ownership stands at 3,412 shares....
Atria Investments Inc reduced its holdings in O'Reilly Automotive by selling 8,009 shares during the third quarter, resulting in a current stake of 53,788 shares. This represents a decrease of 13% fro...
CIBC World Market Inc. has increased its holdings in Carrier Global Corporation (NYSE: CARR) by 31.7% during the third quarter, purchasing an additional 33,445 shares, making their total holdings stan...
CENTRAL TRUST Co reduced its holding in SDY by selling 12,170 shares during the third quarter, leading to an overall decrease of 31.5%. The company's current stock position is now at 26,436 shares....
Cadence Wealth Management LLC decreased its holdings in iShares Silver Trust (NYSEARCA:SLV) by selling 157,805 shares during the third quarter. After completing this transaction, they held 566,345 sha...
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...
Drake & Associates LLC increased its holdings in SPDR S&P Emerging Markets Dividend ETF (EDIV) by 15.6% during the third quarter, acquiring an additional 37,255 shares to its position, totalling owner...
Azzad Asset Management Inc. reduced its holdings of Broadcom Inc. (NASDAQ:AVGO) by 4.8% during the third quarter through selling 2,134 shares. After this sale, Azzad owns 42,250 shares, representing a...
Accredited Investors Inc. decreased its holdings in Amazon.com by 4.6% in the third quarter of the year, reducing their share count to 232,446 shares after selling 11,218 shares. This change means tha...
Waterway Wealth Management LLC increased its holdings in Eli Lilly and Company by 68.9% during the third quarter, according to recent regulatory filings. The firm now holds 1,730 shares post-purchase ...
Johnson Investment Counsel Inc. reported an increase in its shareholding in Visa Inc., adding 11.3% to its previous holdings by purchasing 40,452 more shares during the third quarter. This acquisition...
Marest Capital LLC acquired shares of BlackRock Inc., amounting to 558 shares with a total value of approximately $651,000 in the third quarter. These holdings now represent 0.4% of Marest Capital's i...
Navera Investment Management Ltd. has increased its holdings of Amazon.com Inc. stock by 36.6% in the third quarter, raising its stake to 1,459,886 shares through additional purchases worth 391,247 sh...
SouthState Bank Corp reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.5% during the third quarter. The reduction involved selling 943 shares, leaving them with 25,741 shares of ...
The New York State Common Retirement Fund dramatically reduced its holdings in Manhattan Associates, Inc., decreasing by 84.7% during the third quarter of 2023 according to their latest disclosure wit...
Dynasty Wealth Management LLC significantly increased its holdings in Microsoft Corporation by acquiring an additional 42,470 shares during the third quarter, bringing their total to 43,354 shares. Th...
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....
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...