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2026-03-08 06:41 UTC
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1008 articles • Page 13 of 21

Assetmark Inc. Has $337.85 Million Holdings in Vanguard Total Stock Market ETF $VTI
Assetmark Inc. reduced its holdings in Vanguard Total Stock Market ETF (VTI) by 2.8% in the third quarter, selling 29,903 shares and retaining ownership of 1,029,487 shares....
Ameritas Advisory Services LLC Purchases 13,000 Shares of The Sherwin-Williams Company $SHW
Ameritas Advisory Services LLC significantly increased its holdings in The Sherwin-Williams Company by acquiring an additional 13,000 shares during the third quarter. This resulted in a total holding ...
Assetmark Inc. Raises Stock Holdings in SPDR Portfolio Emerging Markets ETF $SPEM
Assetmark Inc. increased its holdings of SPDR Portfolio Emerging Markets ETF by 8.5% during the third quarter, purchasing an additional 117,415 shares to reach a total of 1,499,946 shares....
Caprock Group LLC Makes New Investment in Dimensional US High Profitability ETF $DUHP
Caprock Group LLC acquired 84,650 shares of Dimensional US High Profitability ETF (DUHP) during the third quarter at a total value of approximately $3.1 million. The transaction was reported to the Se...
Ameritas Advisory Services LLC Cuts Holdings in Vanguard Small-Cap ETF $VB
In the third quarter, Ameritas Advisory Services LLC reduced its holdings in Vanguard Small-Cap ETF (VB) by 73.8%, selling 46,500 shares to leave it with 16,516 shares according to a recent filing wit...
AppLovin (NASDAQ:APP) Shares Gap Down on Analyst Downgrade
Following a price target reduction by Citigroup from $820.00 to $710.00, AppLovin's stock dropped significantly in pre-market trading Thursday morning. Originally closing at $456.81 the previous day, ...
Lincoln National (NYSE:LNC) Shares Gap Up Following Better-Than-Expected Earnings
Shares of Lincoln National Corporation (LNC) on NYSE opened higher at $41.34 after the company reported better-than-expected quarterly earnings. Previously, LNC's closing price was $38.50 and traded a...
Caprock Group LLC Takes Position in Vale S.A. $VALE
Caprock Group LLC has acquired new shares of Vale S.A., a basic materials company, amounting to 221,470 units and worth approximately $2.35 million during the third quarter as reported in their most r...
Centene Corporation $CNC Shares Sold by Caisse Des Depots ET Consignations
Caisse des Dépôts et Consignations reduced its holdings of Centene Corporation (NYSE:CNC) in the third quarter, selling 23,198 shares and now owning 45,257 shares....
950 Shares in Deere & Company $DE Bought by Eubel Brady & Suttman Asset Management Inc.
Eubel Brady & Suttman Asset Management Inc. has bought a new stake of 950 shares in the industrial products company, Deere & Company (DE), during the third quarter. The purchase was valued at approxim...
Ecolab Inc. $ECL Shares Sold by Caisse Des Depots ET Consignations
Caisse Des Depots ET Consignations decreased its holdings of Ecolab Inc. (NYSE:ECL) by selling 3,619 shares, reducing the total holdings to 13,433 shares in the third quarter....
Caprock Group LLC Acquires Shares of 51,937 The Charles Schwab Corporation $SCHW
Caprock Group LLC has acquired 51,937 shares of The Charles Schwab Corporation during the third quarter. This investment is valued at approximately $4,978,000. Other large investors have also recently...
Caprock Group LLC Acquires New Holdings in The Walt Disney Company $DIS
Caprock Group LLC has acquired 47,354 shares of The Walt Disney Company stock during the third quarter, worth approximately $5.6 million, as reported in their latest SEC filing....
Extra Space Storage Inc $EXR Shares Bought by Cibc World Market Inc.
In the third quarter, CIBC World Market increased its holdings in Extra Space Storage Inc. by 19.4%, acquiring an additional 30,983 shares to own a total of 190,863 shares as per their latest 13F fili...
Caprock Group LLC Takes $3.60 Million Position in The Allstate Corporation $ALL
Caprock Group LLC acquired 17,598 shares of The Allstate Corporation's stock in the third quarter, with a total value of approximately $3.6 million as per their filing with the SEC....
CBRE Group, Inc. $CBRE Shares Acquired by Cornerstone Investment Partners LLC
Cornerstone Investment Partners LLC increased its ownership of CBRE Group Inc stock by 13.7% in Q3, adding 47,460 shares to bring its total holdings to 392,759 shares....
Cornerstone Investment Partners LLC Makes New Investment in Thermo Fisher Scientific Inc. $TMO
Cornerstone Investment Partners LLC bought 85,342 shares of Thermo Fisher Scientific Inc., worth approximately $41,393,000, in the third quarter as per their latest 13F filing with the SEC. This repre...
Caprock Group LLC Takes $4.52 Million Position in ConocoPhillips $COP
Caprock Group LLC acquired 45,264 shares of ConocoPhillips (NYSE:COP) stock during the third quarter for approximately $4.516 million. This marks a new position taken by the company as detailed in its...
Cibc World Market Inc. Sells 118,312 Shares of The Charles Schwab Corporation $SCHW
CIBC World Market Inc. reduced its holdings in The Charles Schwab Corporation by selling 118,312 shares during the third quarter, resulting in ownership of 266,174 shares....
Caprock Group LLC Buys Shares of 22,771 Targa Resources, Inc. $TRGP
Caprock Group LLC acquired 22,771 shares of Targa Resources Inc., worth approximately $3.82 million, in the third quarter of the financial year as disclosed with the Securities and Exchange Commission...
Caprock Group LLC Invests $3.90 Million in Barrick Mining Corporation $B
Caprock Group LLC purchased 119,083 shares of Barrick Mining Corporation during the third quarter of 2022, with a total investment value of approximately $3.90 million....
Crown Castle Inc. $CCI Position Decreased by Caisse Des Depots ET Consignations
The institutional investor reduced its holdings in Crown Castle Inc.'s stock by 37.5% during the third quarter through selling 10,735 shares, resulting in ownership of 17,919 shares as per their filin...
Micron Technology, Inc. $MU Shares Sold by Caisse Des Depots ET Consignations
Caisse des Dépôts et Consignations reduced its holdings of Micron Technology stock (NASDAQ:MU) by 91.4% in the third quarter, selling 98,052 shares and holding only 9,239 shares after this transaction...
Drake & Associates LLC Sells 2,946 Shares of Welltower Inc. $WELL
Drake & Associates LLC decreased its holdings in Welltower Inc. by selling 2,946 shares during the third quarter. The firm now holds 16,299 shares, representing a reduction of approximately 15.3% from...
Caisse Des Depots ET Consignations Sells 1,893 Shares of GE Aerospace $GE
In the third quarter, Caisse Des Depots ET Consignations reduced its holdings in General Electric Co's aerospace division by selling 1,893 shares, resulting in a total ownership of 39,963 shares. This...
Caisse Des Depots ET Consignations Sells 41,611 Shares of Intel Corporation $INTC
In the third quarter, Caisse Des Depots et Consignations reduced its shareholding in Intel Corporation by selling 41,611 shares. The institutional investor now holds 220,030 shares....
Crh Plc $CRH Shares Sold by Caisse Des Depots ET Consignations
In the third quarter, Caisse des Dépôts et Consignations reduced its holding in CRH Plc by selling 6,221 shares of the construction company's stock. This sale decreased their holdings to a total of 66...
Caisse Des Depots ET Consignations Grows Position in Procter & Gamble Company (The) $PG
The French financial institution Caisse des Dépôts et Consignations increased its holdings in Procter & Gamble Company by 9.6% during the third quarter, adding 6,128 shares to reach a total of 69,932 ...
Envestnet Asset Management Inc. Sells 21,397 Shares of Extra Space Storage Inc $EXR
During the third quarter, Envestnet Asset Management Inc reduced its shareholdings in Extra Space Storage Inc (NYSE: EXR) by 8.5%, selling 21,397 shares to leave a total holding of 230,653 shares....
Guerra Advisors Inc Acquires 4,359 Shares of JPMorgan Chase & Co. $JPM
Guerra Advisors Inc. increased its shareholding in JPMorgan Chase & Co. (NYSE:JPM) by purchasing an additional 4,359 shares during the third quarter, resulting in a total of 17,412 shares....
Sanjiv Sobti Sells 5,000 Shares of BankUnited (NYSE:BKU) Stock
Sanjiv Sobti, Director at BankUnited Inc., sold 5,000 shares on February 9th for an average price of $50.88 per share, totalling $254,400. Post transaction, he holds 18,816 shares....
Callan Family Office LLC Sells 2,105 Shares of JPMorgan Chase & Co. $JPM
Callan Family Office LLC reduced its investment in JPMorgan Chase & Co. by selling 2,105 shares during the third quarter, bringing their total holdings down to 75,568 shares....
UnitedHealth Group Incorporated $UNH Shares Acquired by Cornerstone Investment Partners LLC
Cornerstone Investment Partners LLC increased its stake in UnitedHealth Group Incorporated (NYSE: UNH) during Q3 2023 by acquiring an additional 17,507 shares. As a result of this acquisition, the tot...
JPMorgan Chase & Co. $JPM is Heritage Investors Management Corp’s 10th Largest Position
Heritage Investors Management Corp decreased its stake in JPMorgan Chase & Co. by selling 9,030 shares during the third quarter, resulting in ownership of 194,984 shares....
Liquidity Services (NASDAQ:LQDT) Director Sells $408,028.00 in Stock
Jaime Mateus-Tique, a director at Liquidity Services Inc., sold 12,290 shares on February 5th for an average price of $33.20 per share, totaling $408,028. The transaction reduced his direct ownership ...
Insider Buying: Fidelity D&D Bancorp (NASDAQ:FDBC) Vice Chairman Buys $499,976.14 in Stock
Michael Mcdonald, the Vice Chairman of Fidelity D&D Bancorp Inc., purchased 10,414 shares on February 5th for a total value of $499,976.14 at an average price of $48.01 per share....
Cornerstone Investment Partners LLC Lowers Stake in Ciena Corporation $CIEN
Cornerstone Investment Partners LLC decreased its holding of Ciena Corporation by 31.3% during the third quarter after selling 2,885 shares, leaving them with ownership of 6,319 shares, according to t...
15,193 Shares in FedEx Corporation $FDX Bought by Caprock Group LLC
During the third quarter, Caprock Group LLC purchased 15,193 shares of FedEx Corporation (FDX) at a valuation of approximately $3.5 million, as reported to the Securities and Exchange Commission....
Caprock Group LLC Purchases New Holdings in IonQ, Inc. $IONQ
Caprock Group LLC has acquired 71,683 shares of IonQ, Inc., totaling approximately $4,409,000 in the third quarter. This purchase is part of updates to investor stakes within the company as reported b...
Caprock Group LLC Makes New Investment in Intuitive Surgical, Inc. $ISRG
During the third quarter, Caprock Group LLC purchased 9,194 shares of Intuitive Surgical Inc., with an approximate value of $4.352 million, based on recent SEC filings. This marked a new investment po...
Cibc World Market Inc. Increases Stake in Baker Hughes Company $BKR
CIBC World Market Inc increased its stake in Baker Hughes Company by 13.6% in the third quarter. The firm now holds a total of 829,816 shares of the company's stock after adding an additional 99,314 s...
Caprock Group LLC Buys New Shares in Twilio Inc. $TWLO
Caprock Group LLC acquired 37,736 new shares of Twilio Inc., increasing its stake by approximately $3,985,000 during the third quarter as per a regulatory filing with the SEC. Details on additional in...
Cibc World Market Inc. Sells 292,490 Shares of Prologis, Inc. $PLD
CIBC World Market Inc. reduced its holdings in Prologis, Inc. by selling 292,490 shares during the third quarter, resulting in an ownership total of 421,327 shares. This marks a decrease of 41% from p...
Caprock Group LLC Buys New Shares in iShares MSCI USA Momentum Factor ETF $MTUM
Caprock Group LLC acquired 13,470 shares of the iShares MSCI USA Momentum Factor ETF during the third quarter, with a total value around $3.28 million....
Caprock Group LLC Buys New Shares in AngloGold Ashanti PLC $AU
Caprock Group LLC has acquired a new equity stake in AngloGold Ashanti PLC during the third quarter of 2023 through its filing with the SEC. The firm purchased shares amounting to approximately $3,728...
Cibc World Market Inc. Raises Stock Holdings in Amphenol Corporation $APH
CIBC World Market Inc. increased its stock ownership in electronics company Amphenol Corporation (NYSE: APH) by 17.3% during the third quarter of 2023, according to a Securities and Exchange Commissio...
Caprock Group LLC Takes $3.80 Million Position in The Sherwin-Williams Company $SHW
Caprock Group LLC purchased 10,376 shares of The Sherwin-Williams Company during the third quarter, valued at approximately $3.8 million, as reported to the Securities and Exchange Commission....
Emerson Electric Co. $EMR Shares Sold by Cibc World Market Inc.
Cibc World Market Inc. decreased its holdings of Emerson Electric Co.'s stock (NYSE:EMR) in the third quarter by selling 55,919 shares. As a result, it now owns 227,476 shares of the industrial compan...
Cibc World Market Inc. Sells 587 Shares of Booking Holdings Inc. $BKNG
CIBC World Markets Inc. decreased its holdings in Booking Holdings by 9.1% during the third quarter. After selling 587 shares, they now own 5,878 shares....
Colgate-Palmolive Company $CL Shares Bought by Cibc World Market Inc.
CIBC World Markets Inc. has increased its stake in Colgate-Palmolive Company's stock on the New York Stock Exchange (NYSE: CL) by purchasing an additional 192,597 shares during the third quarter of 20...
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