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2026-03-07 21:38 UTC
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SEC filing

29 articles

Caprock Group LLC Makes New $2.87 Million Investment in NextEra Energy, Inc. $NEE
Caprock Group LLC has purchased 39,469 shares of NextEra Energy Inc., worth approximately $2.868 million, as indicated in their latest Form 13F filing with the SEC....
Caisse Des Depots ET Consignations Makes New $1.87 Million Investment in AppLovin Corporation $APP
During the third quarter, Caisse des Dépôts et Consignations acquired a new investment of approximately $1.87 million (2,604 shares) in AppLovin Corporation (NASDAQ: APP). This information was disclos...
Candriam S.C.A. Buys 43,163 Shares of Freeport-McMoRan Inc. $FCX
Candriam S.C.A., an investment firm, increased its holdings in Freeport-McMoRan Inc. by purchasing 43,163 additional shares during the third quarter of the year. This raised their total holding to 486...
Envestnet Asset Management Inc. Sells 79,123 Shares of BWX Technologies, Inc. $BWXT
Envestnet Asset Management Inc. reduced its holdings in BWX Technologies, Inc. by 36.6% during the third quarter by selling 79,123 shares, leading to a new ownership of 136,855 shares....
Caprock Group LLC Purchases New Holdings in TE Connectivity Ltd. $TEL
Caprock Group LLC has acquired 11,674 shares of TE Connectivity Ltd., worth approximately $2,419,000, during the third quarter as per their latest SEC filing. This new investment reflects the company'...
Caprock Group LLC Invests $5.68 Million in The Hartford Insurance Group, Inc. $HIG
During the third quarter, Caprock Group LLC purchased 42,944 shares of The Hartford Insurance Group, Inc., totaling approximately $5.68 million according to their recent SEC filing....
Drake & Associates LLC Makes New $2.41 Million Investment in NiSource, Inc $NI
During the third quarter, Drake & Associates LLC purchased 56,292 shares of NiSource Inc., a utilities provider, valued at approximately $2.41 million, according to its filing with the SEC....
Envestnet Asset Management Inc. Lowers Stock Holdings in Grand Canyon Education, Inc. $LOPE
In its latest filing with the SEC, Envestnet Asset Management Inc. disclosed a reduction of 2.5% in its holdings of Grand Canyon Education's stock during the third quarter by selling 4,567 shares, lea...
ArcBest Corporation $ARCB Shares Sold by Federated Hermes Inc.
In its latest SEC filing, Federated Hermes Inc. reported significantly reducing its holdings in ArcBest Corporation (ARCB) by selling 49,422 shares during the third quarter, resulting in ownership of ...
First Fiduciary Investment Counsel Inc. Has $14.68 Million Stock Holdings in Oracle Corporation $ORCL
First Fiduciary Investment Counsel Inc. decreased its stock holdings in Oracle Corporation by 29.1% during the third quarter of 2023, as reported to the SEC. After selling off 21,454 shares, the insti...
Apple Inc. $AAPL Shares Sold by Archvest Wealth Advisors Inc.
Archvest Wealth Advisors Inc. decreased its holdings of Apple Inc. shares by 13.1% in the third quarter, selling 3,184 shares to own a total of 21,046 shares post sale. The holding now represents 4.7%...
AlTi Global Inc. Buys 1,317 Shares of Eli Lilly and Company $LLY
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...
Avidian Wealth Enterprises LLC Has $23.52 Million Stake in Microsoft Corporation $MSFT
In the third quarter, Avidian Wealth Enterprises LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by purchasing an additional 3,478 shares, raising their total holdings to 45,417 shares....
Cibc World Market Inc. Cuts Stake in DENTSPLY SIRONA Inc. $XRAY
Cibc World Market Inc. significantly decreased its holdings in NASDAQ listed DENTSPLY SIRONA Inc., shedding 388,618 shares to leave a total of 536,540 shares during the third quarter based on recent S...
Illinois Municipal Retirement Fund Grows Position in C.H. Robinson Worldwide, Inc. $CHRW
The Illinois Municipal Retirement Fund increased its stake in CHRW by 13.9% during Q3, acquiring an additional 6,823 shares to reach a total of 56,037 shares. This information was revealed through the...
Cookson Peirce & Co. Inc. Invests $738,000 in NetEase, Inc. $NTES
Cookson Peirce & Co. Inc. disclosed its new investment in 4,855 shares of NetEase, Inc. during the third quarter worth approximately $738,000 as noted in their latest SEC filing....
Baader Bank Aktiengesellschaft Invests $457,000 in Ford Motor Company $F
Baader Bank Aktiengesellschaft has acquired 39,169 shares of Ford Motor Company stock worth about $457,000 during the third quarter. This investment was detailed in a recent SEC filing....
Caprock Group LLC Takes Position in Zoetis Inc. $ZTS
Caprock Group LLC acquired 20,840 shares of Zoetis Inc., valued at around $3.27 million, during the third quarter as reported in their latest SEC filing....
Caisse Des Depots ET Consignations Invests $4.34 Million in NIKE, Inc. $NKE
French state-owned public financial institution Caisse des Dépôts et Consignations has purchased 62,263 shares of Nike, Inc., worth approximately $4.34 million, as reported by their most recent filing...
Caprock Group LLC Invests $5.14 Million in Fair Isaac Corporation $FICO
In the third quarter, Caprock Group LLC purchased 3,376 shares of Fair Isaac Corporation worth around $5,137,000, according to their latest report with the SEC....
Caprock Group LLC Takes $3.80 Million Position in The Sherwin-Williams Company $SHW
Caprock Group LLC purchased 10,376 shares of The Sherwin-Williams Company during the third quarter, valued at approximately $3.8 million, as reported to the Securities and Exchange Commission....
Caisse Des Depots ET Consignations Buys New Stake in Pilgrim’s Pride Corporation $PPC
Caisse Des Dépôts ET Consignations acquired a new stake of 39,521 shares worth approximately $1.6 million in Pilgrim's Pride Corporation during the third quarter, according to SEC filings....
Alps Advisors Inc. Raises Holdings in Salesforce Inc. $CRM
Alps Advisors Inc. increased its stake in Salesforce Inc. by 98.3% in the third quarter of the year, accumulating an additional 10,633 shares. This brings their total holdings to 21,455 shares as per ...
Bessemer Group Inc. Sells 1,511,678 Shares of Fortinet, Inc. $FTNT
In its most recent filing with SEC, Bessemer Group Inc. disclosed selling 1,511,678 shares of Fortinet, Inc., reducing its holdings by 31.8% to 3,238,791 shares....
Envestnet Asset Management Inc. Lowers Holdings in Ameriprise Financial, Inc. $AMP
Envestnet Asset Management Inc. reduced its holdings of Ameriprise Financial's stock by 8.6% in the third quarter through a sale of 53,774 shares, which lowered their total holdings to 571,723 shares....
Border to Coast Pensions Partnership Ltd Boosts Stake in American Tower Corporation $AMT
Border to Coast Pensions Partnership Ltd increased its investment in American Tower Corporation by 1.9% in the third quarter of 2023, according to recent SEC filings. The firm's ownership stake now in...
Jensen Investment Management Inc. Purchases Shares of 8,220 lululemon athletica inc. $LULU
Jensen Investment Management Inc., an institutional investor, acquired a new position in lululemon athletica inc. during the third quarter by purchasing 8,220 shares worth approximately $1.463 million...
Federated Hermes Inc. Sells 4,842 Shares of Dave Inc. $DAVE
Federated Hermes Inc. significantly reduced its holding in Dave Inc., selling 4,842 shares and leaving 234 shares by the end of the third quarter, according to SEC filings....
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...