SEC filings
123 articles • Page 1 of 3
Squarepoint Ops LLC has acquired 17,303 shares of LTC Properties Inc., valued at approximately $599,000, during the second quarter as reported by their most recent SEC filing. The purchase marks a new...
HM Payson & Co. reduced its holdings in Alphabet Inc. by selling 19,708 shares in the third quarter, resulting in a new total ownership of 1,212,629 shares which represents approximately 4.2% of their...
Sapient Capital LLC purchased 127,760 shares in Custom Truck One Source, Inc., increasing its holdings by an estimated value of $810,000. This acquisition was disclosed through a Form 13F filing with ...
Trust Point Inc decreased its holdings of Visa Inc. by selling 1,733 shares during the third quarter, reducing its ownership to 13,552 shares. This corresponds to a decrease of 11.3%. The transaction ...
Delta Investment Management LLC has purchased a new stake of 207,219 shares in the Vanguard 0-3 Month Treasury Bill ETF (VBIL), valued at around $15.6 million, during the third quarter of this year as...
Sowell Financial Services LLC acquired a significant number of shares worth about $2,610,000 in the Invesco BulletShares 2029 Corporate Bond ETF during the third quarter as reported through a SEC fili...
Carnegie Investment Counsel increased its investment in Stryker Corporation during the third quarter by purchasing an additional 3,752 shares, growing its total holdings to 210,726 shares as per its r...
Contravisory Investment Management Inc. has purchased 33,881 shares of Gen Digital Inc., valued at approximately $962,000, marking a new investment position during the third quarter as reported to the...
Sumitomo Mitsui DS Asset Management increased its holdings in Entergy Corporation by purchasing additional 7,212 shares during the third quarter, raising its total ownership to 59,279 shares. This inf...
Dock Street Asset Management Inc. decreased its holdings of Palantir Technologies Inc. (NASDAQ: PLTR) during the third quarter, reducing its position by 19.1%, as reported in a recent SEC filing. Afte...
In the third quarter, Diversified Trust Co significantly reduced its holdings in Yum! Brands, Inc. to 3,516 shares by selling 5,762 shares, decreasing their ownership by 62.1%. This information is rep...
Calamos Advisors LLC increased its holdings of Johnson Controls International plc by 30.5% during the third quarter, adding an additional 53,000 shares to reach a total ownership of 226,607 shares as ...
Diversified Trust Co reduced its stake in Axon Enterprise Inc by selling 1,229 shares during the third quarter, leaving it with ownership of 9,189 shares. This sale was reported to the Securities and ...
Permanent Capital Management LP bought new shares of Caterpillar Inc., amounting to 5,369 shares worth around $2.56 million, according to its latest SEC filing. This constitutes about 0.5% of their to...
Confluence Investment Management LLC decreased its possession of Booking Holdings Inc.'s (NASDAQ: BKNG) shares by 22.9% in Q3 according to their recent Form 13F filing with the SEC, selling 1,937 shar...
Exchange Traded Concepts LLC increased its stake in NIKE Inc's shares by 697.5% during Q3 as per recent SEC filings, purchasing an additional 200,187 shares to bring their total ownership to 228,889....
During the second quarter, Osaic Holdings Inc. decreased its stock holdings in Roblox Corporation by 22.2%, selling 18,559 shares to end up with a total of 65,015 shares as per their filing with the S...
Bartlett & CO. Wealth Management LLC significantly increased its ownership of Palo Alto Networks Inc stock by 4878.7% during the third quarter, as reported in their Form 13F filing with the SEC. The f...
BDF Gestion has reduced its stake in American Express (NYSE: AXP) by selling 2,682 shares during the third quarter, resulting in a decrease of 17.2%. The firm now owns 12,892 shares valued at a specif...
Chesley Taft & Associates LLC acquired 11,237 shares of Medtronic PLC in the third quarter, valued at approximately $1 million. This new position has been disclosed in a recent filing with the SEC by ...
Fischer Financial Services Inc., according to its most recent filing with the SEC, took a new position worth roughly $1.91 million in Palantir Technologies Inc during the third quarter, acquiring 10,4...
CV Advisors LLC acquired 1,000 shares of Spotify Technology (SPOT) during the third quarter for a total investment value of approximately $698,000. This purchase constitutes 0.2% of CV Advisors' inves...
Harbor Investment Advisory LLC increased its ownership of Costco Wholesale Corporation's shares by 19% during the third quarter, adding 1,097 more shares to reach a total of 6,882. This information is...
Pictet North America Advisors SA reduced its holdings of Alphabet Inc. shares by 2% in the third quarter as per its SEC filing, selling 2,881 shares and retaining ownership of 142,748 shares....
Heck Capital Advisors LLC increased its holdings in iShares MBS ETF (MBB) by purchasing an additional 77,257 shares during the third quarter, bringing their total to 144,185 shares....
Vladimir Tenev, CEO of Robinhood Markets Inc., sold 375,000 shares of the company's stock on January 5th for an average price of $121.63 per share, totalling approximately $45.6 million. This transact...
Miracle Mile Advisors LLC purchased 10,258 shares of Sandisk Corporation's stock during the third quarter, with a total value of approximately $1,151,000. The acquisition was reported in their latest ...
Whitaker Myers Wealth Managers Ltd increased its shareholding in NVIDIA Corp by 12.9% during the third quarter of 2023, according to recent SEC filings. The firm's investment now totals 27,508 shares ...
apricus wealth LLC reduced its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by selling 5,000 shares in the third quarter as reported to the Securities and Exchange Commission. Currently, the i...
Ergawealth Advisors Inc. increased its持股比例，在第三季度通过购买额外的131,412股，将其在Capital Group核心股票ETF（代码：NYSEARCA: CGUS）中的股份增加到165,554股。此信息来自该公司向美国证券交易委员会提交的最近年度13F表格文件。...
During the third quarter, Kempner Capital Management Inc. acquired a new position in Eli Lilly and Company by purchasing 2,520 shares with a total value of approximately $1,923,000 as reported in thei...
Sapient Capital LLC decreased its holdings in Walmart Inc. by 3.6% during the third quarter, selling off 14,391 shares and retaining 386,726 shares of the company's stock as reported to the SEC....
Permanent Capital Management LP purchased 27,651 shares of Aramark (NYSE: ARMK) in the third quarter, with a total value of approximately $1 million. The company has disclosed this information through...
Permanent Capital Management LP acquired 81,797 shares of JBS N.V., worth approximately $1.22 million, during the latest financial quarter, as detailed in their SEC filing....
Osaic Holdings Inc. significantly increased its stake in Franco-Nevada Corporation by 210.4% during the second quarter through purchasing an additional 12,360 shares, bringing their total holdings to ...
DAVENPORT & Co LLC increased its holdings in Exxon Mobil Corporation by 112.5% in the third quarter of 2023, according to a recent SEC filing. The institution purchased an additional 524,859 shares, b...
Burney Co., an investment company, reduced its holdings of QUALCOMM Incorporated stock significantly in the third quarter. The reduction involved selling around 52,000 shares and left Burney with appr...
Canoe Financial LP decreased its shareholding in The TJX Companies, Inc., reducing the position by 11.1% in the third quarter of 2023, as per an SEC filing. This reduction involved selling approximate...
Cwm LLC has increased its shareholdings by 9,161 shares in the iShares S&P 500 Value ETF during the third quarter, raising its total holdings to 1,876,261 shares as per their latest SEC filing....
Curbstone Financial Management Corp has invested $564,000 in the iShares S&P 500 Value ETF (IVE) by purchasing 2,732 shares during the third quarter. This investment was disclosed through a Form 13F f...
Thrivent Financial for Lutherans has invested $2.189 million in the Invesco Aerospace & Defense ETF (PPA) by purchasing 15,450 shares during the second quarter as per their recent filing with the SEC....
Confluence Investment Management LLC decreased its holdings of WEC Energy Group Inc (NYSE:WEC) during the third quarter by selling 28,419 shares, resulting in a new total holding of 1,390,656 shares. ...
Confluence Investment Management LLC decreased its holdings of Colgate-Palmolive Company (NYSE: CL) by 1.1% during the third quarter, according to their most recent filing with the SEC. The firm sold ...
Perpetual Ltd decreased its holdings in Atlassian Corporation PLC by 52.6% in the third quarter of the year, according to SEC filings. The firm reduced its ownership to 5,811 shares by selling an addi...
Exchange Traded Concepts LLC increased its holdings in McDonald's Corporation by 67,519 shares during the third quarter, bringing its total ownership to 72,516 shares as reported in a recent SEC filin...
Squarepoint Ops LLC reduced its holdings of Vicor Corporation's stock by 16% during the second quarter, selling 5,516 shares and holding 29,014 shares post sale. This减持后，Squarepoint Ops LLC持有Vicor Cor...
In the third quarter, Central Bank & Trust Co. reduced its stock holdings in Salesforce Inc. by 31.4%, selling 2,029 shares and maintaining a total of 4,437 shares valued at $1.05 million as per t...
Chesley Taft & Associates LLC reduced its stock holdings of Eli Lilly and Company by 8.2% during the third quarter, according to a recently filed Form 13F with the SEC. The fund's current holding stan...
Osaic Holdings Inc increased its holdings in Power Solutions International Inc (NASDAQ:PSIX) by purchasing an additional 22,637 shares in the second quarter, resulting in a total holding of 44,759 sha...
Nvwm LLC increased its shareholding in Alphabet Inc., adding 7,824 shares during the third quarter, resulting in a total of 37,163 shares. This represents a 26.7% rise in holdings and is reported thro...