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Cibc World Markets Corp Buys 13,930 Shares of Aon plc (NYSE:AON)

Cibc World Markets Corp grew its position in Aon plc (NYSE:AON – Free Report) by 42.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,512 shares of the financial services provider’s stock after purchasing an additional 13,930 shares during […]
Lesterb Knight Piper Sandler Jump Financial Kestra Private Wealth Services Exchange Commission Wells Fargo Company
Source: wkrb13.com

Raymond James (NYSE:RJF) Shares Purchased by Cibc World Markets Corp

Cibc World Markets Corp grew its holdings in shares of Raymond James (NYSE:RJF – Free Report) by 314.0% in the 4th quarter, Holdings Channel reports. The fund owned 124,987 shares of the financial services provider’s stock after acquiring an additional 94,800 shares during the period. Cibc World Markets Corp’s holdings in Raymond James were worth […]
United States Stevenm Raney Jamese Bunn Raymond James Kestra Private Wealth Services Morgan Stanley

Cibc World Markets Corp Trims Stock Position in Morgan Stanley (NYSE:MS)

Cibc World Markets Corp lessened its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 23.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 390,985 shares of the financial services provider’s stock after selling 117,929 shares during the quarter. Cibc World […]
United States Mandell Crawley Morgan Stanley Jamesp Gorman Gabelli Funds Cetera Advisor Networks
Source: wkrb13.com

CBRE Group, Inc. (NYSE:CBRE) Stock Position Boosted by Cibc World Markets Corp

Cibc World Markets Corp lifted its stake in CBRE Group, Inc. (NYSE:CBRE – Free Report) by 721.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 140,544 shares of the financial services provider’s stock after acquiring an additional 123,443 shares during […]
United Kingdom United States Emmae Giamartino Solutions Inc Advisory Services Bruceg Allen Investments

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Client 1ST Advisory Group LLC's 7th Largest Position

Client 1ST Advisory Group LLC lowered its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 29.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 129,240 shares of the company’s stock after selling 54,941 shares during the period. Schwab U.S. Aggregate […]
Charles Schwab Investment Management Inc Securities Exchange Commission Company Profile Wealth Management Avantax Advisory Services Inc St Advisory Group
Source: wkrb13.com

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Client 1ST Advisory Group LLC Increases Stake in IQVIA Holdings Inc. (NYSE:IQV)

Client 1ST Advisory Group LLC raised its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 18.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,915 shares of the medical research company’s stock after acquiring an additional 444 shares during the quarter. Client 1ST Advisory Group LLC’s holdings in IQVIA were […]
United States Holdings Inc Avantax Advisory Services Inc St Advisory Group Goldman Sachs Group Jp Morgan Private Wealth Advisors

Veeva Systems Inc. (NYSE:VEEV) Shares Bought by Asahi Life Asset Management CO. LTD.

Asahi Life Asset Management CO. LTD. boosted its stake in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 18.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,970 shares of the technology company’s stock after purchasing an additional 305 shares during the quarter. Asahi […]
United States Veeva Crossix Jonathan Faddis Veeva Opendata Alan Mateo Needham Company

Asahi Life Asset Management CO. LTD. Invests $409,000 in Autodesk, Inc. (NASDAQ:ADSK)

Asahi Life Asset Management CO. LTD. acquired a new position in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,680 shares of the software company’s stock, valued at approximately $409,000. A number of other […]
Robertw Baird Stifel Nicolaus Andrew Anagnost Autodesk Inc Janney Montgomery Scott Asahi Life Asset Management

Analog Devices, Inc. (NASDAQ:ADI) Shares Sold by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. decreased its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 18.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 794,718 shares of the semiconductor company’s stock after selling 181,283 shares during the quarter. Analog […]
United States Michael Sondel James Champy Analog Devices Jump Financial Analog Devices Inc

Epoch Investment Partners Inc. Has $88.01 Million Stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Epoch Investment Partners Inc. boosted its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 110.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 158,570 shares of the company’s stock after acquiring an additional 83,183 shares during the […]
United States Asia Pacific Brucel Claflin William Blair Companion Animal Group Laboratories Company Profile

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