securities
65 articles • Page 1 of 2
Mirova US LLC has established a new investment position in Broadcom Inc., purchasing 339,947 shares worth approximately $112 million during the third quarter as per its SEC filing. This move aligns wi...
Foresight Capital Management Advisors Inc. decreased its investment in Broadcom Inc. by 13.8% in the third quarter, leaving it with 17,610 shares of the semiconductor company after selling 2,819 share...
Diversified Trust Co acquired 11,912 shares of Columbia Sportswear Company during the third quarter, with a total investment value of approximately $623,000. This information was disclosed in their la...
Eldred Rock Partners LLC increased its holdings in Vontier Corporation by 12.1% during the third quarter of the year, adding an additional 51,123 shares to its portfolio, according to SEC filings....
E. Ohman J or Asset Management AB reduced its investment in BlackRock Inc. by selling 1,622 shares during the third quarter, resulting in a total holding of 38,105 shares....
In the third quarter of 2023, Coho Partners Ltd. decreased its holding in W.R. Berkley Corporation (NYSE:WRB) by selling 293,301 shares. Following this reduction, they now hold 387,851 shares valued a...
FengHe Fund Management Pte. Ltd. has increased its stake in Barrick Mining Corporation by 19.4% during the third quarter, raising its position to 1,172,300 shares as reported in their latest SEC filin...
Perpetual Ltd has invested in McDonald’s Corporation by purchasing 2,043 shares worth around $621,000 during the third quarter. This investment is reflected in a recent filing with the Securities and ...
Chapin Davis Inc. has purchased 38,399 shares of Seagate Technology Holdings PLC during the third quarter. This new investment is valued at approximately $9.06 million and now represents about 2.2% of...
First Horizon Corporation has acquired a new position in the iShares MSCI EAFE Value ETF with 24,508 shares worth approximately $1.66 million during the third quarter, according to SEC filings....
Mid American Wealth Advisory Group Inc. has decreased its holdings in NVIDIA Corporation by 59% during the third quarter, reducing its stock ownership to 2,519 shares after selling 3,632 shares....
The Louisiana State Employees Retirement System decreased its holdings of Qorvo Inc. by 47.7% in the third quarter after selling 20,800 shares, reducing ownership to 22,800 shares....
Geneos Wealth Management Inc. has purchased a new position in the iShares Top 20 U.S. Stocks ETF (NYSEARCA: TOPT) during the third quarter, acquiring 16,543 shares valued at approximately $504,000, ac...
Chicago Capital LLC has purchased 90,462 shares of Netskope Inc., valued at around $2,056,000, as per their latest SEC filing for the third quarter....
Merit Financial Group LLC has acquired 12,034 shares of SouthState Bank Corporation during the third quarter, valued at approximately $1,190,000. This information was disclosed in a filing with the Se...
C2P Capital Advisory Group LLC, trading as Prosperity Capital Advisors, has purchased 41,836 shares of the Schwab International Equity ETF (SCHF) during the third quarter. This acquisition is reported...
Osaic Holdings Inc. increased its shares in Willis Towers Watson Public Limited Company (NASDAQ: WTW) by 168.6% during the second quarter, according to the SEC filing. The company purchased an additio...
Carnegie Investment Counsel increased its holdings of iShares MBS ETF (MBB) in the third quarter by 3.4%, adding 8,142 shares to reach a total of 249,475 shares....
DAVENPORT & Co LLC decreased its holdings in Micron Technology Inc., reducing its position by 21.2% through the sale of 8,372 shares in the third quarter as per SEC filing Form 13F....
Farther Finance Advisors LLC increased its holdings of Lam Research Corporation stock by 51.7% during the third quarter of 2023, as reported in their latest SEC filing. The firm now holds 30,525 share...
Cranbrook Wealth Management LLC reduced its holdings in Vanguard Growth ETF (NYSEARCA:VUG) by 5.1% during the third quarter, according to SEC filings. The firm sold 1,520 shares, leaving it with a tot...
Fifth Third Securities Inc. has bolstered its investment in the iShares Core S&P Small-Cap ETF (IJR) with an increased position of 6.4% during the third quarter, as reported to the SEC. The firm now h...
Squarepoint Ops LLC acquired 8,806 shares of Regal Rexnord Corporation (NYSE:RRX) in the second quarter, valued at approximately $1.277 million....
Breakthru Advisory Services LLC acquired 2,509 shares of Invesco QQQ (NASDAQ:QQQ) during the third quarter as per their latest SEC filing. These new holdings are worth approximately $1,506,000 and now...
Legacy Trust acquired shares of Micron Technology Inc. (NASDAQ:MU) worth approximately $301,000 in the third quarter. The firm bought 1,797 shares as part of its latest SEC filing....
In the third quarter, Diversified Trust Co invested $693,000 in CarMax Inc., acquiring 15,453 shares of its stock. This was reported in their most recent filing with the Securities and Exchange Commis...
The board of the Pension Protection Fund has purchased 3,700 shares of First Solar, Inc., worth about $816,000, in its latest quarter as documented with regulatory filing....
First Horizon Corp has acquired a new position in the Vanguard S&P 500 ETF (VOO) during the third quarter with an investment of approximately $3.1 million in 5,065 shares....
Citizens Financial Group Inc. increased its holdings in Cintas Corporation by 8.4% through additional purchases of 3,715 shares during the third quarter, according to a recent SEC filing....
During the third quarter, Decker Retirement Planning Inc. acquired 28,136 shares of Primoris Services Co., worth about $3.864 million, according to their latest SEC filing....
During the 3rd quarter, GRIMES & Co WEALTH MANAGEMENT LLC decreased its ownership of Micron Technology Inc.'s shares by selling 14,505 units. As a result, the firm's holding now stands at 67,098 share...
The Alaska Department of Revenue increased its stock position in Docusign Inc by 52.3% during the third quarter, as reported in a filing with the SEC. The department now holds 57,535 shares after acqu...
CoreCap Advisors LLC increased its holdings of Seagate Technology Holdings' shares by purchasing an additional 5,239 shares in the third quarter, resulting in a total ownership of 6,360 shares as per ...
DT Investment Partners LLC reduced its holdings of ConocoPhillips shares (NYSE:COP) by 88.6% in the third quarter, according to an SEC filing. The firm now holds 1,933 shares after selling a significa...
Financial Consulate Inc., an institutional investor, made a new investment in Merck & Co., purchasing 8,867 shares during the 3rd quarter with an estimated value of $744,000, as reported to the Securi...
Voya Investment Management LLC has recently purchased 13,552 shares of Ralliant Corporation valued at approximately $593,000 in the third quarter. This new investment was reported through a 13F filing...
Cantor Fitzgerald Investment Advisors L.P. purchased 4,510 shares of Elevance Health, Inc., valued at about $1.46 million, during the third quarter as disclosed in their recent SEC filing....
Delta Investment Management LLC has significantly reduced its holdings in Vanguard Short-Term Treasury ETF (VGSH) by 96.1% during the third quarter, according to SEC filings. The firm now holds only 1...
Delta Investment Management LLC increased its holdings of FT Vest Rising Dividend Achievers Target Income ETF (ticker RDVI) by 33.6% during the third quarter, according to recent SEC filings....
Calamos Advisors LLC increased its stake in Datadog Inc (NASDAQ:DDOG) by 37.7% during the third quarter, according to a recent filing with the SEC. The firm now holds 155,415 shares after acquiring an...
Boston Trust Walden Corp reduced its holdings of ON Semiconductor Corporation (NASDAQ:ON) by 30.5% in the third quarter, selling 76,050 shares and retaining ownership of 173,295 shares....
Schulz Wealth LTD increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 80.7% during the third quarter, adding 31,070 shares to bring their total ownership to 69,589 shares....
Canoe Financial LP increased its holdings of Fiserv, Inc.'s shares by 37.9% during the third quarter, according to a recent SEC filing. The investment firm now owns 418,419 shares after purchasing an ...
In the third quarter, Cwm LLC increased its holdings in JPMorgan International Research Enhanced Equity ETF (JIRE) by 7.3%, with a purchase of an additional 103,411 shares, bringing total ownership to...
Brookstone Capital Management increased its holding in Applied Materials Inc (NASDAQ:AMAT) by 11.5% during the third quarter of the year, adding 8,889 shares to its existing holdings, according to a r...
Friedenthal Financial acquired 5,353 shares of Blackstone Inc., valued at approximately $915,000, during the third quarter according to a recent SEC filing. The article notes other hedge funds have al...
Confluence Investment Management LLC decreased its holdings in Martin Marietta Materials Inc by selling 1,067 shares during the third quarter, ending with 61,391 shares. This marks a reduction of 1.7%...
Foster Victor Wealth Advisors LLC decreased its holding of Broadcom Inc. shares by 18.5% during the third quarter of 2023, selling off 11,401 shares to hold a remaining position of 50,154 shares value...
Exchange Traded Concepts LLC increased its stock position in Cameco Corporation (NYSE: CCJ) by 20.9% in the third quarter, adding 107,381 shares to a total of 621,891 shares....
Orion Portfolio Solutions LLC has purchased a new position of 65,992 shares in Direxion Daily Semiconductors Bull 3x (NYSEARCA: SOXL), worth approximately $1,657,000, during the second quarter. This p...