shareholding
53 articles • Page 1 of 2
Cantor Fitzgerald Investment Advisors L.P. decreased its holding in NiSource Inc by 117,347 shares during the third quarter, reducing its stake by 36.2%. As a result, it now holds 207,216 shares of th...
Cliftonlarsonallen Wealth Advisors LLC has reduced its holdings of iShares Core MSCI EAFE ETF by 7% during the third quarter, selling 89,424 shares and holding 1,182,377 shares post-sale....
Farther Finance Advisors LLC decreased its holdings of the iShares Treasury Floating Rate Bond ETF (TFLO) by 14.7% during the third quarter, reducing its stock ownership to 261,131 shares after sellin...
Ethic Inc expanded its investment in The Trade Desk by purchasing an additional 16,706 shares during the third quarter of 2023, leading to a total holding increase of 295.3%. As a result, Ethic now ho...
Osaic Holdings Inc. increased its investment in Victory Capital Holdings Inc. by purchasing an additional 10,212 shares during the second quarter, raising their total stake to 22,661 shares valued at ...
Bricktown Capital LLC increased its holdings of iShares Russell 3000 ETF by 12.3% in the third quarter, raising its share count to 200,520 through an additional purchase of 22,000 shares....
In the third quarter, Generali Asset Management SPA SGR increased its holdings in Ferrovial SE (NASDAQ:FER) by 183%, acquiring an additional 30,143 shares, resulting in a total of 46,617 shares....
Red Door Wealth Management LLC increased its holdings in Tesla, Inc. by purchasing an additional 1,704 shares during the third quarter of 2022, thereby raising its total shareholdings to 6,667....
SG Americas Securities LLC increased its holdings of Atmos Energy Corporation's stock by 206.8% during the third quarter, raising its ownership to 26,925 shares with an additional purchase of 18,148 s...
Manitou Investment Management Ltd. increased its holdings in Amazon.com by purchasing an additional 4,574 shares during the third quarter, bringing its total stake to 215,470 shares or 8.3% of its por...
Merit Financial Group LLC reduced its holdings of Invesco S&P 500 Equal Weight ETF (RSP) by selling 5,179 shares in the third quarter. This resulted in the firm owning 12,908 shares after completi...
Mather Group LLC has reduced its holding in General Mills Inc. by 66.7% in the third quarter through the sale of 12,869 shares, resulting in a current position of 6,418 shares....
Fenimore Asset Management Inc increased its shareholding in Zebra Technologies Corp (NASDAQ:ZBRA) by 0.6% in the third quarter of the year, adding 2,281 shares to reach a total of 353,914 shares....
In the third quarter, Diversified Trust Co reduced its holdings in Cencora, Inc., by selling 2,426 shares. The company now owns a total of 42,796 shares....
Global X Japan Co. Ltd. increased its holdings in Lockheed Martin Corporation by purchasing an additional 1,087 shares during the third quarter, resulting in a total holding of 1,107 shares. This purc...
In the second quarter of 2021, Squarepoint Ops LLC reduced its holdings in Pinnacle Financial Partners Inc. by selling 7,459 shares, leaving it with 5,478 shares....
Squarepoint Operations LLC reduced its stake in SBA Communications by 87.6% during the second quarter. The firm sold 20,447 shares, leaving it with 2,905 shares....
Navigoe LLC boosted its shareholding in iShares Core S&P 500 ETF (IVV) by purchasing an additional 1,725 shares. The move increased their total holdings to 10,888 units during the third quarter of...
Squarepoint Ops LLC acquired 8,806 shares of Regal Rexnord Corporation (NYSE:RRX) in the second quarter, valued at approximately $1.277 million....
FCG Investment Co reduced its stake in Exxon Mobil Corporation by 24% during the third quarter of the year. The fund now owns 18,665 shares after selling 5,889 shares....
The Pension Protection Fund reduced its holdings in Cardinal Health Inc by 83.2% in the third quarter after selling off 8,400 shares, leaving it with only 1,700 shares....
FengHe Fund Management Pte. Ltd., an institutional investor, purchased 97,000 shares in Sandisk Corporation (NASDAQ: SNDK) during the third quarter, as disclosed in a recent SEC filing. The transactio...
E. Ohman J or Asset Management AB has recently acquired a new position in Tapestry, Inc., purchasing 7,800 shares valued at approximately $883,000 during the third quarter....
Mawson Infrastructure Group Inc.'s major shareholder, Endeavor Blockchain, Llc, purchased 22,018 shares at an average price of $4.54 per share on January 12th, totalling approximately $99,961.72. This...
Harbor Investment Advisory LLC decreased its stake in Equinix Inc. by 14.3% during Q3, reducing from previous levels and holding a quantity of 3,855 shares....
Legacy Trust increased its holdings in The Home Depot Inc. by 40.4% during the third quarter, adding an additional 3,351 shares to reach a total ownership of 11,646 shares....
Torray Investment Partners LLC decreased its holdings of Broadcom Inc. shares by 36.6% in the third quarter, reducing its ownership from 148,683 to 94,312 shares after selling 54,371 shares....
Ferguson Wellman Capital Management Inc. decreased its holdings of Palo Alto Networks by 16.4% in the third quarter through a sale of 4,931 shares, resulting in ownership of 25,159 shares....
Commonwealth Equity Services LLC increased its ownership of Chubb Limited's shares on NYSE from 83,713 to 87,480 during the third quarter through additional purchases worth 3,767 shares....
CX Institutional significantly decreased its holdings in The Allstate Corporation during the third quarter by selling 24,822 shares, reducing its ownership to 5,364 shares worth approximately $1.15 mi...
Fifth Third Wealth Advisors LLC increased its holdings in General Electric's energy company, GE Vernova Inc., by purchasing an additional 1,606 shares during the third quarter. This brought their tota...
On December 30th, Saba Capital Management, L.P., a major shareholder of ASA Gold and Precious Metals Limited (NYSE:ASA), purchased 6,892 shares at an average price of $60.34 per share, resulting in to...
During the third quarter, Generali Asset Management SPA SGR decreased its holdings in Union Pacific Corporation (NYSE:UNP) by selling off 11,698 shares. Post this transaction, it currently owns 44,387...
Delta Investment Management LLC has reduced its shareholding in Transdigm Group Incorporated by selling 421 shares during the third quarter, decreasing its holdings by 5.7% to a total of 6,972 shares....
Fortitude Family Office LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 5,800 shares in the third quarter. The fund now owns 49,231 shares of IVV....
In Q3 2021, First American Bank reduced its stake in Eli Lilly by selling 872 shares, leaving a total holding of 52,156 shares....
Greenwood Capital Associates LLC reduced its holdings in Oracle Corporation by selling 28,539 shares in the third quarter, thus holding only 14,898 shares. This reduction represents a decrease of 65.7...
In the third quarter, Perigon Wealth Management LLC increased its holdings in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by an additional 12,623 shares, resulting in a total ownership of 67,298 shares...
Perigon Wealth Management LLC acquired new shares in Hubbell Inc during the third quarter, totaling 12,540 shares valued at around $5.396 million....
Brookstone Capital Management decreased its holdings in The Procter & Gamble Company by selling 4,231 shares during the third quarter. After this transaction, the fund now owns 55,581 shares....
DAVENPORT & Co LLC increased its shareholding in Prologis Inc by 36.7% in the third quarter, adding 13,666 shares to its existing stock of 37,246 shares....
Cornercap Investment Counsel Inc. increased its holdings in Honeywell International Inc. (NASDAQ:HON) shares during the 3rd quarter, purchasing an additional 7,083 shares to own a total of 10,498 shar...
Thrivent Financial for Lutherans purchased 50,183 shares of Capital Group Dividend Value ETF (CGDV) during the second quarter, with a total investment value of approximately $1,982,000. This represent...
Baxter Bros Inc. reduced its holdings in The Home Depot (NYSE:HD) by 20.2% during the third quarter, based on recent SEC filings. The firm sold 4,783 shares of home improvement retailer stock and now ...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings of Schwab U.S. Large-Cap Growth ETF by 23.8% in the third quarter, selling 498,075 shares, resulting in ownership of 1,597,106 shares....
Exchange Traded Concepts LLC increased its stake in Advanced Micro Devices, Inc. by 54.7% during the third quarter of this year, according to SEC filings. The firm bought an additional 49,957 shares, ...
Osaic Holdings Inc increased its holdings in Constellation Brands Inc by 9.3% during the second quarter through the acquisition of an additional 4,871 shares, bringing their total ownership to 57,047 ...
Squarepoint Ops LLC reduced its ownership of Selective Insurance Group Inc.'s shares by 47.9% during the second quarter after selling 14,175 shares, bringing their holding to 15,418 shares....
Thrivent Financial for Lutherans Acquires 36,485 Shares of First American Financial Corporation $FAF
During the second quarter, Thrivent Financial for Lutherans increased its holdings in First American Financial Corporation by 129%, with a total ownership of 64,774 shares....
Daymark Wealth Partners LLC increased its stake in Eli Lilly and Company by purchasing an additional 2,119 shares in the third quarter. The firm's total holdings now amount to 13,383 shares of the com...