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SEARCH RESULTS FOR "SEC FILINGS" NEWS

Investment Firms Adjust Positions in Key Companies

Investment Firms Adjust Positions in Key Companies
38

Several investment firms, including Private Wealth Partners LLC and Bank of New York Mellon Corp, have adjusted their holdings in companies like Alphabet, Incyte, and Nutanix, according to recent SEC filings. Analysts have also updated earnings forecasts for Keros Therapeutics. Read more...

Investment Moves: Amalgamated Bank & IFP Advisors

Investment Moves: Amalgamated Bank & IFP Advisors
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Amalgamated Bank adjusts its holdings in Park Hotels & Resorts and Frontdoor, while IFP Advisors increases its stake in Arch Capital Group. Plus, an update on Justin Sun. Read more...

Institutional Investors Adjust Stock Holdings in Q4

Institutional Investors Adjust Stock Holdings in Q4
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Several institutional investors, including New York State Common Retirement Fund, IFP Advisors Inc, and Truist Financial Corp, adjusted their stock holdings in Q4. Enterprise Products Partners is highlighted as a strong midstream investment. Read more...

Microsoft Shares See Activity from Investment Firms

Microsoft Shares See Activity from Investment Firms
54

Investment firms are making moves with Microsoft (MSFT) and other tech stocks. Some are increasing their holdings, while others are trimming their positions. Read more...

NY Life Adjusts Holdings in GXO, Coca-Cola & Voya

NY Life Adjusts Holdings in GXO, Coca-Cola & Voya
53

New York Life Investment Management LLC adjusts its portfolio, increasing its stake in Coca-Cola Europacific while decreasing holdings in GXO Logistics and Voya Financial. Read more...

Institutional Investors Trim Stakes in Meta, EZCORP

Institutional Investors Trim Stakes in Meta, EZCORP
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Several institutional investors, including Apriem Advisors, Stegent Equity Advisors, and Illinois Municipal Retirement Fund, have recently reduced their holdings in Meta Platforms and EZCORP. The article also looks at investment opportunities in Starbucks and Dutch Bros. Read more...

Institutional Investors Shift Positions in Q4

Institutional Investors Shift Positions in Q4
46

Several institutional investors, including Amalgamated Bank, IFP Advisors Inc, and the Illinois Municipal Retirement Fund, adjusted their holdings in various companies during the fourth quarter, according to recent SEC filings. Read more...

Investment Firms Increase Stakes in Tech Companies

Investment Firms Increase Stakes in Tech Companies
54

Recent SEC filings reveal that investment firms are adjusting their portfolios, with New York Life Investment Management and Sunpointe LLC increasing their holdings in Check Point and Alphabet, respectively. This news highlights investor confidence in the tech sector. Read more...

Institutional Investors Adjusting Stock Portfolios

Institutional Investors Adjusting Stock Portfolios
65

Several institutional investors, including First Bank & Trust, Illinois Municipal Retirement Fund, and New York Life Investment Management LLC, have adjusted their stock portfolios recently. Read more...

Investment Firms Adjust Positions in Key Companies

Investment Firms Adjust Positions in Key Companies
53

Several investment firms, including Able Wealth Management, Los Angeles Capital Management, and New York Life Investment Management, have adjusted their holdings in companies like Alphabet, Curbline Properties, and AXIS Capital. Coinbase also saw a positive regulatory development. Read more...

Tech Tidbits: AI, Quantum, and a Swedish E-Reader

Tech Tidbits: AI, Quantum, and a Swedish E-Reader
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This week's tech roundup includes AI-powered SEC filing analysis, the rise of quantum engineering, and a personal project to learn Swedish using an e-reader. Plus, a look back at Robert Noyce. Read more...

Investment Firms Adjust Holdings in Q4 2023

Investment Firms Adjust Holdings in Q4 2023
26

Several investment firms, including Oppenheimer & Co. and Mutual of America, adjusted their holdings in various companies during the fourth quarter of 2023. Howmet Aerospace is also highlighted as a stock outperforming the S&P 500. Read more...

Institutional Investors Adjust Holdings in Q4

Institutional Investors Adjust Holdings in Q4
19

Several institutional investors, including Oppenheimer & Co. Inc. and Proficio Capital Partners LLC, adjusted their holdings in various companies during the fourth quarter, according to recent SEC filings. Read more...

Q4 Share Activity: Owens Corning, Prestige, Coca-Cola

Q4 Share Activity: Owens Corning, Prestige, Coca-Cola
20

Recent SEC filings reveal Q4 share adjustments. Private Trust Co. NA reduced its stake in Owens Corning, while QRG Capital Management Inc. adjusted holdings in Prestige Consumer Healthcare, Coca-Cola FEMSA, and XPO. Read more...

Investment Firms Adjust Holdings in Q4

Investment Firms Adjust Holdings in Q4
18

Several investment firms, including Los Angeles Capital Management, Proficio Capital Partners, and QRG Capital Management, adjusted their holdings in various companies during the fourth quarter, according to recent SEC filings. Read more...

Investment Firms Trim Holdings in Several Companies

Investment Firms Trim Holdings in Several Companies
24

Mutual of America Capital Management LLC and Oppenheimer & Co. Inc. have recently adjusted their investment portfolios, reducing their stakes in companies like HP Inc., H&R Block, RLI Corp., and Highwoods Properties. Read more...

Fund Activity: GoDaddy, DTE Energy, and More

Fund Activity: GoDaddy, DTE Energy, and More
23

Recent SEC filings reveal fund activity in several companies, including GoDaddy, DTE Energy, and e.l.f. Beauty, with firms like Oppenheimer, Mutual of America, and QRG Capital making moves. Read more...

Institutional Investors Make Q4 Moves

Institutional Investors Make Q4 Moves
24

Several institutional investors, including Los Angeles Capital Management, Proficio Capital Partners, and Oppenheimer & Co., made significant moves in Q4, according to SEC filings. Read more...

Investment Firms Adjust Holdings in Key Companies

Investment Firms Adjust Holdings in Key Companies
23

Investment firms like QRG Capital Management and Private Trust Co. NA adjust their holdings in companies like EnerSys, Booz Allen Hamilton, and Huntington Bancshares. Plus, three AI stocks to watch. Read more...

Investment Firm's Q4 Moves: Meta, Brunswick, Flutter

Investment Firm's Q4 Moves: Meta, Brunswick, Flutter
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Proficio Capital Partners LLC and Prosperitas Financial LLC made significant moves in Q4, increasing their stakes in Meta, Brunswick, and Flutter. Read more...

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