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February 11, 2024
Scout Investments Inc. lowered its position in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 13.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 56,017 shares of the company’s stock after selling 8,801 shares during the quarter. Scout Investments Inc.’s holdings in Builders FirstSource were worth $6,890,000 at the end of […]
February 8, 2024
Swiss National Bank reduced its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 17.3% in the third quarter, HoldingsChannel reports. The firm owned 412,287 shares of the company’s stock after selling 86,100 shares during the period. Swiss National Bank’s holdings in Builders FirstSource were worth $51,326,000 at the end of the most recent […]
December 18, 2023
Transform Wealth LLC decreased its holdings in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 59.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 266,375 shares of the company’s stock after selling 398,039 shares during the […]
December 18, 2023
Transform Wealth LLC decreased its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 11.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 594,184 shares of the company’s stock after selling 77,459 shares during […]
December 18, 2023
Transform Wealth LLC raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 0.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,182 shares of the specialty retailer’s stock after acquiring an additional 38 shares during the […]
December 18, 2023
Transform Wealth LLC increased its position in The Kroger Co. (NYSE:KR – Free Report) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 181,904 shares of the company’s stock after acquiring an additional 4,625 shares during the period. Transform Wealth […]
December 18, 2023
Transform Wealth LLC grew its position in shares of Jabil Inc. (NYSE:JBL – Free Report) by 3.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,822 shares of the technology company’s stock after purchasing an additional 2,557 shares during the period. […]
December 18, 2023
Transform Wealth LLC decreased its position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 44.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 48,396 shares of the company’s stock after selling 38,036 shares during the period. Transform Wealth LLC […]
December 18, 2023
Transform Wealth LLC grew its position in NXP Semiconductors (NASDAQ:NXPI – Free Report) by 8.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,482 shares of the semiconductor provider’s stock after purchasing an additional 2,538 shares during the period. Transform […]
December 18, 2023
Transform Wealth LLC raised its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,271 shares of the software company’s stock after buying an additional 537 shares during […]