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January 22, 2024
Ownership Capital B.V. lessened its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 21.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,445,475 shares of the software maker’s stock after selling 401,443 shares during the period. Workday comprises 7.8% of […]
January 22, 2024
Meridian Wealth Partners LLC purchased a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 8,485 shares of the exchange traded fund’s stock, valued at approximately $371,000. A number of other institutional investors and hedge funds have also recently modified […]
January 22, 2024
US Bancorp DE trimmed its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 0.9% during the third quarter, Holdings Channel reports. The firm owned 8,699,839 shares of the financial services provider’s stock after selling 79,844 shares during the quarter. US Bancorp DE’s holdings in U.S. Bancorp were worth $287,617,000 at the end of the […]
January 21, 2024
Richmond Brothers Inc. reduced its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 23.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 38,540 shares of the company’s stock after selling 11,592 shares during the quarter. ARK Innovation ETF […]
January 20, 2024
Wealthfront Advisers LLC raised its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 11.8% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 37,740 shares of the company’s stock after acquiring an additional 3,977 shares during the period. Wealthfront Advisers LLC’s holdings in Otis Worldwide […]
January 20, 2024
Nwam LLC trimmed its holdings in Diageo plc (NYSE:DEO – Free Report) by 14.0% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,365 shares of the company’s stock after selling 222 shares during the quarter. Nwam LLC’s holdings in Diageo were worth $204,000 at the end […]
January 19, 2024
WFA of San Diego LLC boosted its position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 7.7% in the third quarter, HoldingsChannel reports. The institutional investor owned 5,041 shares of the company’s stock after acquiring an additional 361 shares during the quarter. WFA of San Diego LLC’s holdings in Vanguard […]
January 19, 2024
Empirical Finance LLC grew its position in Carrier Global Co. (NYSE:CARR – Free Report) by 11.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 28,968 shares of the company’s stock after purchasing an additional 2,969 shares during the quarter. Empirical Finance LLC’s holdings in Carrier Global were worth $1,599,000 at the end […]
January 19, 2024
FDx Advisors Inc. boosted its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 97.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,717 shares of the software maker’s stock after purchasing an additional 6,283 shares during the quarter. FDx Advisors Inc.’s […]
January 19, 2024
FDx Advisors Inc. purchased a new stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 19,196 shares of the company’s stock, valued at approximately $1,459,000. A number of other hedge funds and other institutional […]