Stock Holdings
23 articles
Farnam Financial LLC increased its holdings of Vanguard Small-Cap ETF (VB) by 24.4% in the third quarter. The firm now owns 11,319 shares following the acquisition of an additional 2,222 shares during...
Osaic Holdings Inc. has increased its stock holdings in Halozyme Therapeutics, Inc., a biopharmaceutical company, by purchasing an additional 23,910 shares during the second quarter. This brought thei...
GoalVest Advisory LLC significantly increased its stake in Digital Realty Trust Inc by purchasing an additional 8,390 shares during the third quarter, leading to a total of 8,590 shares held....
VCI Wealth Management LLC increased its holdings in NVIDIA Corporation by 8.2% during the third quarter, acquiring an additional 6,507 shares, which brought the total to 86,195 shares....
Ethic Inc., an institutional investor, increased its stock holdings in Royal Bank of Canada by 112.9% in the third quarter of the year, according to filings with the Securities and Exchange Commission...
Calamos Advisors LLC has increased its shareholding in DoorDash Inc. by 15.7% during the third quarter of 2023, acquiring an additional 27,274 shares to hold a total of 200,995 shares as per their lat...
Burney Co. increased its stock holdings in Walmart Inc. by 22% during the third quarter of 2023, as reported in a recent SEC filing. The company's updated holding totals to 185,330 shares, representin...
Osprey Private Wealth LLC has increased its holdings of NVIDIA Corporation's shares by 33.7% in the third quarter. This increase involved purchasing an additional 28,495 shares, bringing their total h...
New York State Teachers Retirement System increased its holdings of Entergy Corporation (NYSE: ETR) in the third quarter by obtaining an additional 22,148 shares. This brought their total share count ...
During the third quarter, Nisa Investment Advisors reduced its stock holdings of Dropbox by 17.2%, selling 29,420 shares and retaining ownership of 141,653 shares....
The DE Media Industry Pension Fund PNO reduced its holdings of Microsoft Corporation by 8.9% during the third quarter, selling off 13,700 shares to hold a total of 140,000 shares....
Ferguson Wellman Capital Management Inc. increased its ownership of Wells Fargo & Company shares by 1.3% in Q3, adding 11,859 new shares, for a total holding of 935,821 shares....
Harbor Island Capital LLC increased its stakes in Comcast Corporation (NASDAQ:CMCSA) by 43.2% during the third quarter through additional purchases of 93,608 shares, reaching a total holding of 310,40...
Daymark Wealth Partners LLC increased its holdings of JPMorgan Active Value ETF (NYSEARCA:JAVA) by 6.6% during the third quarter, adding an additional 23,040 shares to reach a total of 371,570 shares....
Norden Group LLC has increased its holdings in Apple Inc. by 16.9% during the third quarter, adding an additional 18,281 shares to its existing portfolio of 108,395 shares, as per recent SEC filings....
Eldred Rock Partners LLC increased its holdings of Novartis AG (NYSE: NVS) stock during the third quarter by 12.2%, adding 9,871 shares to reach a total of 90,753 shares, which represents approximatel...
Bricktown Capital LLC increased its holdings in Vanguard Total Bond Market ETF (symbol 'BND') by 26.7% during the third quarter, purchasing an additional 337,381 shares to a total of 1,600,234 shares ...
Continuum Advisory LLC has increased its holdings of JPMorgan Ultra-Short Income ETF (NYSEARCA: JPST) by 76.3% during the third quarter, as reported to the Securities and Exchange Commission via a fil...
Sunburst Financial Group LLC reduced its holdings of Procter & Gamble Company (PG) shares by 64% during the third quarter, selling off 11,538 shares and retaining 6,478. This transaction is detailed i...
Squarepoint Ops LLC reduced its holdings in Planet Labs PBC by 68.0% during the second quarter, selling off 256,318 shares and leaving it with 120,435 shares....
Clarius Group LLC reduced its holdings in Tesla, Inc. by 43.4% during the third quarter after selling 10,249 shares, leaving them with 13,350 shares valued at approximately $5.94 million....
Buckhead Capital Management LLC increased its holdings in The Cooper Companies, Inc. by 14.3% during the third quarter of 2022. After acquiring an additional 7,368 shares, the fund now holds a total o...
Osaic Holdings Inc increased its holdings of the SPDR Bloomberg Short Term International Treasury Bond ETF (NYSEARCA:BWZ) by 51.4% in Q2, reporting ownership of 84,678 shares as a result of acquiring ...