Home » SEC Filing Articles
Appleton Partners Inc. MA Cuts Stake in Corning Incorporated $GLW
Appleton Partners Inc. MA reduced its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 10.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Assenagon Asset Management S.A. Boosts Holdings in Zoetis Inc. $ZTS
Assenagon Asset Management S.A. raised its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 134.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,631,619 shares of the company’s... More of this article »
Assenagon Asset Management S.A. Acquires 272,594 Shares of Take-Two Interactive Software, Inc. $TTWO
Assenagon Asset Management S.A. grew its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 52.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Appleton Partners Inc. MA Increases Holdings in Autodesk, Inc. $ADSK
Appleton Partners Inc. MA increased its holdings in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 11.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,457... More of this article »
Assenagon Asset Management S.A. Has $351.47 Million Stock Holdings in Cadence Design Systems, Inc. $CDNS
Assenagon Asset Management S.A. raised its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 120.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,124,417... More of this article »
Assenagon Asset Management S.A. Purchases 394,385 Shares of CBRE Group, Inc. $CBRE
Assenagon Asset Management S.A. grew its position in CBRE Group, Inc. (NYSE:CBRE – Free Report) by 45.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,269,222 shares of the financial... More of this article »
Assenagon Asset Management S.A. Boosts Stock Position in Monster Beverage Corporation $MNST
Assenagon Asset Management S.A. grew its holdings in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 17.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
MercadoLibre, Inc. $MELI Shares Acquired by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lifted its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 803.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Appleton Partners Inc. MA Invests $7.01 Million in Solventum Corporation $SOLV
Appleton Partners Inc. MA purchased a new stake in Solventum Corporation (NYSE:SOLV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 88,446 shares of the company’s... More of this article »
Assenagon Asset Management S.A. Sells 633,509 Shares of Procore Technologies, Inc. $PCOR
Assenagon Asset Management S.A. lessened its holdings in Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 15.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Analog Devices, Inc. $ADI Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lowered its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 38.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Assenagon Asset Management S.A. Sells 267,547 Shares of AbbVie Inc. $ABBV
Assenagon Asset Management S.A. reduced its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,957,880 shares of the company’s... More of this article »
Adobe Inc. $ADBE Stock Holdings Decreased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lowered its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,917,567 shares of the software company’s... More of this article »
Assenagon Asset Management S.A. Grows Stock Holdings in Procter & Gamble Company (The) $PG
Assenagon Asset Management S.A. grew its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 100.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Lumentum Holdings Inc. $LITE Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. increased its holdings in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 707.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Appleton Partners Inc. MA Raises Position in First Trust Preferred Securities and Income ETF $FPE
Appleton Partners Inc. MA boosted its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 26.5% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Armstrong Henry H Associates Inc. Sells 11,860 Shares of Microsoft Corporation $MSFT
Armstrong Henry H Associates Inc. lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Assenagon Asset Management S.A. Raises Stock Position in Elevance Health, Inc. $ELV
Assenagon Asset Management S.A. lifted its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 17.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Costco Wholesale Corporation $COST Shares Bought by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lifted its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1,586.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Assenagon Asset Management S.A. Grows Position in Texas Instruments Incorporated $TXN
Assenagon Asset Management S.A. grew its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 33.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Boston Scientific Corporation $BSX Stock Holdings Raised by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. grew its stake in Boston Scientific Corporation (NYSE:BSX – Free Report) by 47.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Workday, Inc. $WDAY Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. boosted its stake in Workday, Inc. (NASDAQ:WDAY – Free Report) by 91.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Assenagon Asset Management S.A. Has $283.57 Million Stake in Airbnb, Inc. $ABNB
Assenagon Asset Management S.A. raised its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 47.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,089,363 shares... More of this article »
Assenagon Asset Management S.A. Acquires 1,994,140 Shares of SLB Limited $SLB
Assenagon Asset Management S.A. lifted its holdings in SLB Limited (NYSE:SLB – Free Report) by 51.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,870,666 shares... More of this article »
Assenagon Asset Management S.A. Decreases Holdings in S&P Global Inc. $SPGI
Assenagon Asset Management S.A. trimmed its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 27.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Appleton Partners Inc. MA Lowers Position in AbbVie Inc. $ABBV
Appleton Partners Inc. MA decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 11.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,177... More of this article »
Intuitive Surgical, Inc. $ISRG is Assenagon Asset Management S.A.’s 10th Largest Position
Assenagon Asset Management S.A. grew its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 106.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Assenagon Asset Management S.A. Has $268.12 Million Stock Position in PepsiCo, Inc. $PEP
Assenagon Asset Management S.A. lowered its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 63.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Allworth Financial LP Purchases 3,309 Shares of Reinsurance Group of America, Incorporated $RGA
Allworth Financial LP grew its position in Reinsurance Group of America, Incorporated (NYSE:RGA – Free Report) by 453.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Appleton Partners Inc. MA Has $8.69 Million Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB
Appleton Partners Inc. MA raised its position in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 6.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Appleton Partners Inc. MA Has $10.34 Million Stake in SPDR Portfolio Intermediate Term Corporate Bond ETF $SPIB
Appleton Partners Inc. MA raised its stake in shares of SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Free Report) by 6.2% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Appleton Partners Inc. MA Takes Position in QXO, Inc. $QXO
Appleton Partners Inc. MA purchased a new stake in QXO, Inc. (NYSE:QXO – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 613,911... More of this article »
Appleton Partners Inc. MA Has $11.26 Million Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS
Appleton Partners Inc. MA boosted its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Accelerate Investment Advisors LLC Buys 3,655 Shares of Texas Pacific Land Corporation $TPL
Accelerate Investment Advisors LLC boosted its stake in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 199.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC Stock Position Reduced by Appleton Partners Inc. MA
Appleton Partners Inc. MA lessened its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Allworth Financial LP Cuts Stake in Bain Capital Specialty Finance, Inc. $BCSF
Allworth Financial LP cut its holdings in shares of Bain Capital Specialty Finance, Inc. (NYSE:BCSF – Free Report) by 53.8% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Accelerate Investment Advisors LLC Sells 3,066 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Accelerate Investment Advisors LLC cut its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 32.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV Stock Holdings Boosted by Affinity Capital Advisors LLC
Affinity Capital Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
GE Vernova Inc. $GEV is Appleton Partners Inc. MA’s 10th Largest Position
Appleton Partners Inc. MA lowered its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
180 Wealth Advisors LLC Buys Shares of 17,116 Roundhill Daily 2X Long Magnificent Seven ETF $MAGX
180 Wealth Advisors LLC purchased a new stake in Roundhill Daily 2X Long Magnificent Seven ETF (BATS:MAGX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Allworth Financial LP Sells 22,455 Shares of Par Pacific Holdings, Inc. $PARR
Allworth Financial LP lowered its position in shares of Par Pacific Holdings, Inc. (NYSE:PARR – Free Report) by 44.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
AFG Fiduciary Services Limited Partnership Acquires 4,636,438 Shares of Apple Inc. $AAPL
AFG Fiduciary Services Limited Partnership boosted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 79,636.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,642,260... More of this article »
Allworth Financial LP Sells 210,028 Shares of SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN
Allworth Financial LP cut its holdings in SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 85.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Appleton Partners Inc. MA Purchases 153,813 Shares of Netflix, Inc. $NFLX
Appleton Partners Inc. MA lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 916.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
180 Wealth Advisors LLC Buys Shares of 14,622 CoreWeave Inc. $CRWV
180 Wealth Advisors LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
180 Wealth Advisors LLC Boosts Holdings in ServiceNow, Inc. $NOW
180 Wealth Advisors LLC grew its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 456.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
180 Wealth Advisors LLC Purchases 24,868 Shares of Netflix, Inc. $NFLX
180 Wealth Advisors LLC grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,119.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,090... More of this article »
Affinity Capital Advisors LLC Has $1.60 Million Stock Holdings in Netflix, Inc. $NFLX
Affinity Capital Advisors LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 905.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
