SEC filings
123 articles • Page 2 of 3
Delta Investment Management LLC acquired a new position in Rio Tinto PLC stocks during the third quarter of 2023 by purchasing 12,180 shares worth approximately $804,000. This transaction adheres to S...
Thrivent Financial for Lutherans increased its holdings in Rithm Capital Corp. by 108.7% during the second quarter. The investment firm's ownership of Rithm Capital reached 188,633 shares after purcha...
Squarepoint Ops LLC acquired 190,724 shares in Cemex S.A.B. de C.V., valued at approximately $1.3 million, during the second quarter as per their latest SEC filing....
Chapin Davis Inc recently bought a new position in the iShares 0-3 Month Treasury Bond ETF (SGOV) during the third quarter, acquiring 13,313 shares valued at around $1.34 million....
Croban has purchased 6,540 shares of The Hanover Insurance Group Inc., valued at approximately $1,188,000, as per its latest filing with the SEC for the third quarter. This new investment marks an inc...
Clean Yield Group reduced its shareholding in Broadcom Inc. (NASDAQ: AVGO) by 3.5% during the third quarter, according to a recent SEC filing. The firm sold 1,518 shares of the semiconductor company's...
Garrison Point Advisors LLC increased its holdings in Meta Platforms (META) by 94.1% during the third quarter, as reported to the SEC through a Form 13F filing. The firm now owns 8,799 shares of META ...
Phillips Financial Management LLC increased its stock position in Eli Lilly and Company (NYSE: LLY) by 138.3% in the third quarter, as reported in their latest SEC filing. They now own 3,100 shares af...
Valmark Advisers Inc. has acquired shares worth approximately $780,000 in the Vanguard California Tax-Exempt Bond ETF ($VTEC) during the third quarter as reported in their SEC filing....
During the third quarter, Security National Bank decreased its stake in NVIDIA Corporation by selling 7,773 shares, reducing its ownership to 457,635 shares. The stock now represents approximately 13....
The State of Alaska's Department of Revenue increased its stock holdings in Avnet Inc. by 32.4% during the third quarter through the acquisition of an additional 18,455 shares, according to recent SEC...
Cedar Mountain Advisors LLC reduced its holdings of Invesco QQQ ETF (QQQ) during the third quarter by selling 1,571 shares, resulting in a new total ownership of 40,732 shares....
Heck Capital Advisors LLC increased its holdings of Fidelity NASDAQ Composite Index ETF (ONEQ) by 1.2% in the third quarter, acquiring an additional 7,415 shares to reach a total of 616,117 shares....
Duncker Streett & Co. Inc. reduced its holdings in Chipotle Mexican Grill Inc.'s stock (CMG) by 77.6% during the third quarter, selling off 36,905 shares to hold only 10,625 shares as of the latest SE...
Elk River Wealth Management LLC has increased its holdings of Intercontinental Exchange Inc. (NYSE:ICE) shares by 44.4% during the third quarter, as reported in their recent SEC filing. The firm now h...
Dock Street Asset Management Inc. decreased its holdings of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.9% during the third quarter, selling 8,889 shares, as reported in its most recent SEC filin...
Ferguson Wellman Capital Management Inc. reduced its shareholding in Avery Dennison Corp by 79.3% during the third quarter, selling off 115,197 shares and retaining 30,009 shares as disclosed in their...
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
Cardinal Capital Management decreased its holdings in US Lime & Minerals Inc by 22.5% during the third quarter of 2023 after selling 12,961 shares, reducing their total to 44,533 shares. This change i...
Clear Harbor Asset Management LLC reduced its holdings of Roper Technologies Inc's shares by 3.1% during the third quarter, as detailed in their latest Form 13F filing with the SEC. The firm now owns ...
Netskope's (NASDAQ:NTSK) Chief Executive Officer, Sanjay Beri, sold 108,553 shares of company stock on December 31st at an average price of $17.67 per share, amounting to a total transaction value of ...
Merit Financial Group LLC increased its holdings of Nasdaq Inc. (NDAQ) shares by 65.9% in the third quarter as per its latest 13F filing with the SEC. The institutional investor now owns 13,645 shares...
WestEnd Advisors LLC decreased its holdings of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the third quarter, selling 168,628 shares and reducing its stake to 3,808,858 shares....
Retirement Financial Solutions LLC acquired 9,951 shares of the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) during the third quarter, with an estimated value of approximately $837,000. This i...
Generali Asset Management SPA SGR significantly increased its holdings in Church & Dwight Co., Inc., raising them by 97.1% during the third quarter as per a recent SEC filing....
Ethic Inc. has acquired 87,456 shares of Flowers Foods valued at approximately $1,141,000 during the third quarter, as reported in its most recent SEC filing....
Ethic Inc. reduced its stake in Packaging Corporation of America by 42.4% during the third quarter, selling 3,839 shares and retaining 5,217 shares....
General asset management company, Generali Asset Management SPA SGR decreased its stock holdings by 16.8% during the third quarter of the year, as reported via a recent filing with the SEC. The firm e...
Calamos Wealth Management LLC significantly reduced its stake in Adobe Inc., selling 23,158 shares in the third quarter and now holding only 586 shares as per their latest SEC filing....
Diversified Trust Co increased its ownership of CrowdStrike shares by 118.1% in the third quarter, adding 1,381 new shares to their current holdings of 2,550 shares as reported in their SEC filing....
Fort Washington Investment Advisors Inc., based in Ohio, increased its holdings in Eli Lilly and Company by purchasing an additional 14,301 shares, raising the total owned to 48,915 shares as stated i...
Bravias Capital Group LLC significantly raised its stake in iSharesSilverTrust (SLV) during the third quarter by purchasing an additional 48,918 shares. The company now owns a total of 80,750 shares a...
Eugene Scherbakov, a director at IPG Photonics Corporation, sold 2,700 shares on December 23rd for an average price of $74.44 per share, resulting in a total sale amount of $200,988. After the transac...
Diversified Trust Co increased its holdings in the iShares Russell 1000 ETF (IWB) by 41.2% in Q3, adding an additional 7,393 shares to its portfolio, now owning a total of 25,320 shares....
In the third quarter, Diversified Trust Co purchased a new stake of 50,000 shares in ProShares UltraPro S&P 500 worth approximately $5.57 million as reported by their latest Form 13F filing with the S...
Clark Asset Management LLC increased its holdings of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ: BSCS) by 17.2% during the third quarter, as reported in their most recent SEC Form 13F filing...
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Pacer Advisors Inc. reduced its holdings in Alphabet Inc. by 2.5% during the third quarter, as revealed through a SEC filing. After selling 13,633 shares, the firm now holds 533,855 shares of the comp...
Sowell Financial Services LLC reduced its holdings in the SPDR Portfolio S&P 600 Small Cap ETF by selling 10,940 shares, which represents a 15.4% decrease from their previous holdings. As of the third...
Sowell Financial Services LLC increased its stock holdings in JPMorgan Nasdaq Equity Premium Income ETF by 35.2% during the third quarter, according to recent SEC filings. The company now owns 64,598 ...
In the third quarter, HBK Sorce Advisory LLC purchased 83,398 shares of Senseonics Holdings Inc., worth approximately $39,000. The transaction is detailed in their latest Form 13F filing with the SEC....
Carnegie Investment Counsel reduced its holdings in Marsh & McLennan Companies by 6.2% during the third quarter, selling off 6,375 shares to hold a total of 97,020 shares according to their latest fil...
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
DAVENPORT & Co LLC reduced its shareholding in Kenvue Inc. (NYSE: KVUE) by 47.6% in the third quarter, selling 186,412 shares and retaining ownership of 205,607 shares according to their most recent F...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
DAVENPORT & Co LLC increased its position in Salesforce Inc., adding 8,858 shares to reach a total of 34,397 shares as reported in their latest Form 13F filing with the SEC....
Harbor Capital Advisors Inc. decreased its holdings in Primoris Services Co. by 65.5% in Q3, reducing its stock from 38,006 to 13,100 shares as per the most recent Form 13F filing with the SEC....
Cwm LLC expanded its investment in Invesco QQQ by acquiring an additional 7,156 shares in the third quarter, increasing its total holdings to 532,105 shares....
Axos Invest Inc. has recently purchased 17,589 shares of the Vanguard S&P 500 ETF (NYSEARCA: VOO) during the third quarter, with an approximate total value of $10,771,000 according to their latest SEC...
DAVENPORT & Co LLC reduced its holdings in SLB Limited by selling 83,796 shares in the third quarter, according to a recent SEC filing. The firm now holds 2,434,206 shares....