SEC filings
123 articles • Page 3 of 3
Deane Retirement Strategies Inc. increased its holdings in Walmart Inc. (NASDAQ:WMT) by acquiring an additional 18,573 shares during the third quarter, upping its total ownership to 45,568 shares as s...
Squarepoint Ops LLC has increased its stake in VEON Ltd., acquiring 13,758 shares valued at approximately $634,000 during the second quarter as per SEC filings. The investment indicates increased inte...
Squarepoint Ops LLC reduced its shareholding in Northern Trust Corporation (NTRS) by 92.7% during the second quarter of 2023. The company sold a significant amount of shares to hold only 5,333 shares,...
Exchange Traded Concepts LLC significantly increased its holdings in Chevron Corporation (CVX) shares by 1,398.4% during the third quarter, as reported in a recent SEC filing....
Trust Point Inc has increased its stake in Badger Meter by acquiring 3,575 shares valued at approximately $638,000 during the third quarter. This information is based on a Form 13F filing with the SEC...
Evanson Asset Management LLC increased its investment in the Dimensional International Value ETF (DFIV) by 4.0% during Q3, as stated in a recent SEC filing. The firm now holds 1,356,519 shares after b...
Chicago Trust Co NA reduced its holding in QUALCOMM Inc by 31.7% during the third quarter, as reported in a recent SEC filing. It now owns 9,671 shares after selling off 4,481 shares....
Diversified Enterprises LLC increased its holdings in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 8.2% during the third quarter, adding 12,995 shares to reach a total of 171,245 shares...
Fifth Third Securities Inc. decreased its holdings of First Trust Rising Dividend Achievers ETF (RDVY) by 43.6% during the third quarter, according to a recent SEC filing....
Fifth Third Securities Inc.'s third-quarter 13F filing revealed a 35.6% increase in its holdings of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ). The firm now holds 240,270 shares after an increment...
Orion Portfolio Solutions LLC increased its holdings of Triple Flag Precious Metals Corp's (TFPM) shares by 215.1% during the second quarter. The firm now owns 81,856 shares after purchasing an additi...
Squarepoint Ops LLC increased its stake in Urogen Pharma (NASDAQ: URGN) by 187.8% during the second quarter through additional purchases of 61,545 shares, bringing their total holdings to 94,309 share...
Contravisory Investment Management Inc. has greatly increased its holdings in Howmet Aerospace Inc., with a 386.2% increase in the third quarter according to their latest SEC filing. The firm now hold...
Dynamic Advisor Solutions LLC reduced its holdings in Schwab Fundamental International Equity ETF by selling 97,179 shares, bringing the total to 687,128 shares. This reduction was revealed in a recen...
Contravisory Investment Management Inc. decreased its holdings of American Express (NYSE: AXP) by 4.5% in the third quarter, according to SEC filings. The company now owns 30,259 shares, representing ...
Cambridge Advisors Inc. decreased its holdings of the Vanguard Total Stock Market ETF (VTI) by 5.3% during the third quarter, selling off 2,069 shares to hold a total of 37,059 shares, which constitut...
Generali Asset Management SPA SGR has invested $2.06 million by purchasing 64,038 shares of Pinterest Inc., as reported in their recent SEC filing for the third quarter....
Ethic Inc. reduced its stock holding in NOV Inc., an oil and gas exploration company, by 27.7% in the third quarter of 2023. The firm sold 36,408 shares, leaving it with a total of 94,976 shares as pe...
Permanent Capital Management LP purchased 49,000 shares of Cannae Holdings Inc., valued at about $897,000, during the third quarter as reported to the SEC. This constitutes a new investment position f...
Osaic Holdings Inc increased its holdings of Freshworks Inc (NASDAQ:FRSH) by 367.8% in the second quarter via additional share purchases totaling 72,337 shares....
Diversified Trust Co increased its stake in Raytheon Technologies (RTX) by purchasing an additional 5,465 shares during the third quarter. Currently, Diversified Trust Co holds a total of 46,429 RTX s...
Canoe Financial LP reduced its shareholding in Graco Inc. (NYSE: GGG) by 7.7% during the third quarter of 2023, resulting from a sale of 46,400 shares. The updated holding includes 554,374 shares of t...
Deprince Race & Zollo Inc. reduced its holdings in QUALCOMM Incorporated by selling 3,044 shares in the third quarter, according to a recent Form 13F filing with the SEC. The firm now holds 149,132 sh...