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March 11, 2024
Financial Gravity Asset Management Inc. increased its stake in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 338.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 355 shares of the utilities provider’s stock after buying an additional 274 shares during the quarter. Financial Gravity Asset Management Inc.’s holdings in Pinnacle West Capital […]
March 11, 2024
EP Wealth Advisors LLC raised its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 917.0% during the third quarter, Holdings Channel reports. The firm owned 221,077 shares of the company’s stock after buying an additional 199,339 shares during the quarter. EP Wealth Advisors LLC’s holdings in Vanguard Small-Cap Growth ETF were worth […]
March 10, 2024
Advisors Capital Management LLC cut its holdings in shares of Splunk Inc. (NASDAQ:SPLK – Free Report) by 95.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,183 shares of the software company’s stock after selling 49,875 shares during the period. Advisors Capital Management LLC’s […]
March 10, 2024
Garde Capital Inc. reduced its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 283,012 shares of the company’s stock after selling 7,602 shares during the period. Schwab U.S. […]
March 10, 2024
Townsquare Capital LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 21.3% during the third quarter, HoldingsChannel.com reports. The firm owned 52,298 shares of the company’s stock after purchasing an additional 9,168 shares during the quarter. Townsquare Capital LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,803,000 […]
March 10, 2024
Royal London Asset Management Ltd. raised its holdings in Splunk Inc. (NASDAQ:SPLK – Free Report) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 61,125 shares of the software company’s stock after acquiring an additional 799 shares during the quarter. Royal London Asset […]
March 10, 2024
OLD National Bancorp IN lowered its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 152,717 shares of the company’s stock after selling 4,114 shares during the quarter. OLD National […]
March 10, 2024
Integrated Wealth Concepts LLC raised its position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 70,668 shares of the bank’s stock after purchasing an additional 1,012 […]
March 10, 2024
Sei Investments Co. increased its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 8.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 148,852 shares of the insurance provider’s stock after purchasing an additional 12,177 […]
March 9, 2024
Toroso Investments LLC grew its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 19.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,623 shares of the business services provider’s stock after purchasing an additional 2,332 shares during the quarter. […]