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2026-03-07 23:04 UTC
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46 articles

Caprock Group LLC Makes New $4.43 Million Investment in CocaCola Company (The) $KO
Caprock Group LLC increased its investment in The Coca-Cola Company by purchasing 64,230 shares valued at approximately $4,431,000 during the third quarter of the year as reported in a recent Form 13F...
Machina Capital S.A.S. Takes $1.29 Million Position in Prudential Financial, Inc. $PRU
Machina Capital S.A.S. purchased 12,383 shares of Prudential Financial Inc., valued at approximately $1.29 million, in the third quarter. This information was disclosed through a recent SEC filing....
Caisse Des Depots ET Consignations Sells 3,497 Shares of Lam Research Corporation $LRCX
Caisse des Dépôts et Consignations reduced its holdings in Lam Research Corp (NASDAQ:LRCX) by 5.3% during the third quarter through a sale of shares as reported in their latest SEC filing. After this ...
Baader Bank Aktiengesellschaft Cuts Stock Holdings in IREN Limited $IREN
In the third quarter, Baader Bank Aktiengesellschaft reduced its holdings of IREN Limited by selling 215,000 shares, leaving it with 115,000 shares. This represents a decrease of 65.2% in its stock po...
ING Groep NV Grows Holdings in Philip Morris International Inc. $PM
ING Groep NV increased its shareholding in Philip Morris International Inc. by 23.1% during the third quarter of 2023, as reported in their SEC filing. The company now holds 669,929 shares after acqui...
Fiducient Advisors LLC Has $2.66 Million Stock Holdings in Amazon.com, Inc. $AMZN
Fiducient Advisors LLC reduced its holdings of Amazon.com by 16.7% in the third quarter, selling 2,422 shares and retaining ownership of 12,092 shares as per recent SEC filing....
SEI Investments Company $SEIC Shares Acquired by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC increased its holdings in SEI Investments Company shares by 349.2% during the third quarter, as reported through a Form 13F filing with the SEC. The firm now owns 63,9...
Caprock Group LLC Makes New $1.18 Million Investment in Allegion PLC $ALLE
Caprock Group LLC has invested $1.18 million in Allegion PLC by purchasing 6,957 shares during the third quarter, according to recent SEC filings....
CENTRAL TRUST Co Takes Position in Glacier Bancorp, Inc. $GBCI
CENTRAL TRUST Co disclosed in its most recent SEC filing that they have acquired 12,200 shares of Glacier Bancorp, Inc., an investment worth about $594,000. The third-quarter buy was one among several...
Caprock Group LLC Makes New $1.66 Million Investment in GE HealthCare Technologies Inc. $GEHC
Caprock Group LLC has recently increased its stake in GE HealthCare Technologies Inc. by purchasing 22,565 shares worth approximately $1.664 million during the third quarter. This move is noted in the...
CENTRAL TRUST Co Grows Stock Holdings in Capital Group International Focus Equity ETF $CGXU
CENTRAL TRUST Co increased its stake in CGXU by 15% in the third quarter of 2023, according to new SEC filing. The fund added another 21,570 shares to its existing hold of 144,274 shares....
Assetmark Inc. Sells 745,691 Shares of iShares Core S&P 500 ETF $IVV
Assetmark Inc., an institutional investor, decreased its holdings of the iShares Core S&P 500 ETF (IVV) by selling 745,691 shares during the third quarter, ending with ownership of 161,674 shares. Thi...
Caisse Des Depots ET Consignations Lowers Stock Holdings in Alignment Healthcare, Inc. $ALHC
In the third quarter, Caisse des Dépôts et Consignations decreased its holdings of Alignment Healthcare's stock by 48.5%, reducing ownership to 82,053 shares after selling 77,131 shares as reported in...
Caprock Group LLC Makes New $5.57 Million Investment in United Rentals, Inc. $URI
Caprock Group LLC has purchased 5,828 shares of United Rentals Inc., valued at about $5.57 million, according to a recent filing with the SEC....
Candriam S.C.A. Buys 24,469 Shares of The Estee Lauder Companies Inc. $EL
Candriam S.C.A., an investment firm, increased its holdings in The Estee Lauder Companies Inc. by 168.8% during the third quarter through the acquisition of 24,469 additional shares, as reported in a ...
Guerra Advisors Inc Acquires 1,290 Shares of Meta Platforms, Inc. $META
Guerra Advisors Inc increased its holdings in Meta Platforms, Inc. by purchasing an additional 1,290 shares during the third quarter, raising their total ownership to 4,758 shares as reported in recen...
ProShare Advisors LLC Cuts Position in Copart, Inc. $CPRT
ProShare Advisors LLC decreased its investment in Copart, Inc., selling 269,784 shares, resulting in a new position of 1,227,168 shares as of the third quarter's SEC filing....
First National Trust Co Lowers Stake in NextEra Energy, Inc. $NEE
First National Trust Co reduced its holdings of NextEra Energy Inc stock by 7.8% in the third quarter. The firm sold 17,905 shares, ending up with 210,574 shares of the utility provider's stock as per...
Arcus Capital Partners LLC Sells 3,146 Shares of NVIDIA Corporation $NVDA
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...
Assetmark Inc. Trims Stock Position in Vistra Corp. $VST
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...
Apple Inc. $AAPL Shares Sold by Presper Financial Architects LLC
During the third quarter, Presper Financial Architects LLC reduced its holdings of Apple Inc. (NASDAQ:AAPL) by selling 1,831 shares, resulting in a new total of 10,714 shares. This indicates a decreas...
Caprock Group LLC Purchases Shares of 30,980 Yum China $YUMC
Caprock Group LLC acquired a new stake in Yum China during the third quarter of the current year. They purchased 30,980 shares worth around $1,385,000 as per their latest SEC filing....
Cibc World Market Inc. Boosts Stake in Teradyne, Inc. $TER
CIBC World Market Inc. increased its shareholding in Teradyne, Inc. by 68.9% during the third quarter as per SEC filings, owning a total of 41,466 shares after purchasing an additional 16,916 shares....
Melco Resorts & Entertainment Limited $MLCO Shares Bought by Coronation Fund Managers Ltd.
Coronation Fund Managers Ltd. increased its holdings of Melco Resorts & Entertainment Limited's stock (NASDAQ:MLCO) in the third quarter by purchasing an additional 341,528 shares, raising its total o...
Cibc World Market Inc. Trims Holdings in Intuit Inc. $INTU
CIBC World Market Inc. decreased its holdings in Intuit Inc., selling 36,755 shares and reducing its total ownership by 69.7% to 15,966 shares during the third quarter of their latest SEC filing....
Caprock Group LLC Takes $1.71 Million Position in Bio-Techne Corp $TECH
Caprock Group LLC acquired 31,302 shares of Bio-Techne Corp (NASDAQ: TECH) during the third quarter, valued at approximately $1.71 million. The firm's latest filing with the SEC reveals this new posit...
Caprock Group LLC Takes $1.70 Million Position in Cable One, Inc. $CABO
Caprock Group LLC has acquired 10,550 shares of Cable One Inc., valued at approximately $1.704 million, during the third quarter as per its latest 13F filing with the SEC. This new position constitute...
Eubel Brady & Suttman Asset Management Inc. Makes New $426,000 Investment in Texas Instruments Incorporated $TXN
Eubel Brady & Suttman Asset Management Inc. has reported a new investment of $426,000 in Texas Instruments Incorporated during the third quarter through acquiring 2,320 shares. This information was di...
Caprock Group LLC Takes Position in Corning Incorporated $GLW
In the third quarter, Caprock Group LLC acquired 40,896 shares of Corning Incorporated's stock, valued at approximately $3,355,000. This is noted in their latest SEC filing....
Salesforce Inc. $CRM Shares Sold by Cibc World Market Inc.
In the third quarter of 2023, CIB World Market Inc. significantly decreased its investment in Salesforce Inc., reducing its share count by 96,664 shares to hold a total of 135,997 shares according to ...
20,863 Shares in Blackstone Inc. $BX Acquired by Caprock Group LLC
Caprock Group LLC has purchased a new stake in Blackstone Inc. during the third quarter as per its latest Form 13F filing with the SEC. They bought 20,863 shares valued at approximately $3,576,000....
Crown Castle Inc. $CCI Position Decreased by Caisse Des Depots ET Consignations
The institutional investor reduced its holdings in Crown Castle Inc.'s stock by 37.5% during the third quarter through selling 10,735 shares, resulting in ownership of 17,919 shares as per their filin...
Caprock Group LLC Invests $5.37 Million in The TJX Companies, Inc. $TJX
Caprock Group LLC purchased 39,147 shares of The TJX Companies, Inc., worth approximately $5,367,000, during the third quarter, according to a recent SEC filing. This investment represents Caprock's n...
Caprock Group LLC Purchases New Shares in Tapestry, Inc. $TPR
Caprock Group LLC purchased 33,586 shares of Tapestry, Inc., valued at approximately $3,803,000, during the third quarter. This acquisition is detailed in Caprock's recent SEC filing....
Cibc World Market Inc. Raises Stock Holdings in Amphenol Corporation $APH
CIBC World Market Inc. increased its stock ownership in electronics company Amphenol Corporation (NYSE: APH) by 17.3% during the third quarter of 2023, according to a Securities and Exchange Commissio...
Drake & Associates LLC Boosts Stake in Fidelity Total Bond ETF $FBND
Drake & Associates LLC increased its ownership of Fidelity Total Bond ETF (NYSEARCA:FBND) by 14.3% during the third quarter, adding 104,664 more shares to its existing holdings, as per its latest Form...
Advisors Asset Management Inc. Boosts Holdings in UnitedHealth Group Incorporated $UNH
Advisors Asset Management Inc. increased its shareholding of UnitedHealth Group Incorporated by 15.6% during the third quarter. This included purchasing an additional 5,863 shares to reach a total hol...
SLB Limited $SLB is MQS Management LLC’s 3rd Largest Position
MQS Management LLC increased its holdings in SLB Limited by 246.4% during the third quarter of the year, according to SEC filings. The investment increased to 34,907 shares after purchasing an additio...
Coalescence Partners Investment Management LP Acquires New Stake in NVIDIA Corporation $NVDA
Coalescence Partners Investment Management LP has acquired 129,305 shares of NVIDIA Corp., valued at approximately $24 million, as per their latest SEC filing. This stake now represents around 6.3% of...
S&CO Inc. Has $7.47 Million Stock Holdings in Cisco Systems, Inc. $CSCO
S&CO Inc. reduced its holdings in Cisco Systems by 33.7% during the third quarter of the year, selling off 55,462 shares to maintain ownership of 109,146 shares valued at approximately $7.47 million, ...
Azzad Asset Management Inc. ADV Purchases Shares of 471 Fair Isaac Corporation $FICO
Azzad Asset Management Inc. ADV purchased shares worth approximately $705,000 in Fair Isaac Corporation (NYSE:FICO) during the third quarter. The purchase includes 471 shares, establishing a new posit...
Essex Investment Management Co. LLC Has $5.95 Million Holdings in Advanced Drainage Systems, Inc. $WMS
Essex Investment Management Co. LLC increased its holdings in Advanced Drainage Systems, Inc. by 345.7% during the third quarter, according to a recent SEC filing. The investment firm now owns 42,898 ...
Bessemer Group Inc. Cuts Stake in MSCI Inc $MSCI
Bessemer Group Inc. decreased its holdings in MSCI Inc by 0.6% during the third quarter of 2023, as reported to the SEC via a Form 13F filing. The fund sold approximately 3,628 shares, leaving it with...
BI Asset Management Fondsmaeglerselskab A S Grows Stake in The Walt Disney Company $DIS
BI Asset Management Fondsmaeglerselskab A S increased its holdings in Walt Disney Company stocks by 18.9% during the third quarter, according to their most recent SEC filing....
Savant Capital LLC Trims Holdings in NextEra Energy, Inc. $NEE
During the 3rd quarter, Savant Capital LLC reduced its holdings in NextEra Energy, Inc. by selling 7,168 shares, leading to an ownership of 142,868 shares overall, according to their latest SEC filing...
Citigroup Inc. $C Shares Sold by Impax Asset Management Group plc
Impax Asset Management Group plc has decreased its holdings of Citigroup Inc.'s stocks by 13.6%, as reported in their latest filing with the SEC for the third quarter. This reduction involved selling ...