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February 19, 2024
Martin Currie Ltd. lowered its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 150,415 shares of the software company’s stock after selling 6,435 shares during the period. Adobe comprises about 2.7% of Martin Currie Ltd.’s investment portfolio, making the stock its […]
February 18, 2024
Peachtree Investment Partners LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 24.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,383 shares of the company’s stock after acquiring an additional 6,169 shares […]
February 18, 2024
Grantham Mayo Van Otterloo & Co. LLC grew its position in shares of Landstar System, Inc. (NASDAQ:LSTR – Free Report) by 16.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,879 shares of the transportation company’s stock after purchasing […]
February 18, 2024
Johnson Investment Counsel Inc. boosted its holdings in shares of CDW Co. (NASDAQ:CDW – Free Report) by 55.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,048 shares of the information technology services provider’s stock after acquiring an […]
February 17, 2024
Laidlaw Wealth Management LLC lessened its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 82.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,146 shares of the company’s stock after selling 28,782 shares […]
February 17, 2024
Laidlaw Wealth Management LLC cut its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 82.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,146 shares of the company’s stock after selling 28,782 shares during the […]
February 17, 2024
TRUE Private Wealth Advisors lifted its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 39.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 841 shares of the software company’s stock after acquiring an additional 240 shares during the quarter. […]
February 16, 2024
Valley Wealth Managers Inc. lowered its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,339 shares of the company’s stock after selling 612 shares during the period. […]
February 16, 2024
Envestnet Asset Management Inc. boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 10.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,146,403 shares of the company’s stock after purchasing an additional 4,455,197 […]
February 16, 2024
Envestnet Asset Management Inc. boosted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 10.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 46,146,403 shares of the company’s stock after purchasing an additional 4,455,197 shares during the period. […]