Home » SEC Filing Articles
Microsoft Corporation $MSFT Shares Sold by Evexia Wealth LLC
Evexia Wealth LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Betterment LLC Cuts Stock Position in Invesco QQQ $QQQ
Betterment LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Betterment LLC Has $86.39 Million Stock Position in iShares Short Treasury Bond ETF $SHV
Betterment LLC cut its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 9.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Betterment LLC Boosts Stock Holdings in Dimensional US Large Cap Value ETF $DFLV
Betterment LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 11.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Betterment LLC Has $27.43 Million Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Betterment LLC lifted its position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 5.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Shares Purchased by Betterment LLC
Betterment LLC increased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 7.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 282,041 shares of the... More of this article »
Vanguard Large-Cap ETF $VV Shares Sold by Betterment LLC
Betterment LLC trimmed its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 8.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,343... More of this article »
Blair William & Co. IL Buys 14,650 Shares of Bloom Energy Corporation $BE
Blair William & Co. IL grew its stake in Bloom Energy Corporation (NYSE:BE – Free Report) by 90.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Banque Cantonale Vaudoise Increases Holdings in Fifth Third Bancorp $FITB
Banque Cantonale Vaudoise raised its holdings in shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 143.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Brown & Brown, Inc. $BRO Shares Bought by Banque Cantonale Vaudoise
Banque Cantonale Vaudoise lifted its stake in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 389.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Fieldview Capital Management LLC Raises Stock Holdings in JPMorgan Chase & Co. $JPM
Fieldview Capital Management LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 56.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Banque Cantonale Vaudoise Has $548,000 Position in Freeport-McMoRan Inc. $FCX
Banque Cantonale Vaudoise raised its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 570.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,984... More of this article »
366,553 Shares in Teleflex Incorporated $TFX Purchased by Capital International Investors
Capital International Investors acquired a new stake in shares of Teleflex Incorporated (NYSE:TFX – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Banque Cantonale Vaudoise Takes Position in AMETEK, Inc. $AME
Banque Cantonale Vaudoise acquired a new stake in shares of AMETEK, Inc. (NYSE:AME – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Betterment LLC Reduces Holdings in iShares National Muni Bond ETF $MUB
Betterment LLC lessened its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Alibaba Group Holding Limited $BABA Shares Purchased by Capital International Investors
Capital International Investors raised its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Bank of Montreal Can Has $47.32 Million Stake in Methanex Corporation $MEOH
Bank of Montreal Can reduced its stake in shares of Methanex Corporation (NASDAQ:MEOH – Free Report) (TSE:MX) by 6.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Vertiv Holdings Co. $VRT Shares Acquired by Bank of Montreal Can
Bank of Montreal Can lifted its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 39.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Banque Cantonale Vaudoise Sells 54,539 Shares of Huntington Bancshares Incorporated $HBAN
Banque Cantonale Vaudoise trimmed its position in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 59.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Capital International Investors Sells 1,598,007 Shares of Upwork Inc. $UPWK
Capital International Investors lessened its holdings in shares of Upwork Inc. (NASDAQ:UPWK – Free Report) by 40.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Capital Group Private Client Services Inc.
Capital Group Private Client Services Inc. reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 76.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bank of Montreal Can Has $52.73 Million Stock Holdings in Arch Capital Group Ltd. $ACGL
Bank of Montreal Can lifted its stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 25.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 581,126... More of this article »
Capital International Investors Invests $43.67 Million in Heartflow, Inc. $HTFL
Capital International Investors purchased a new stake in shares of Heartflow, Inc. (NASDAQ:HTFL – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Capital International Investors
Capital International Investors lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,135,426 shares of the... More of this article »
Capital International Investors Sells 1,036,193 Shares of Honeywell International Inc. $HON
Capital International Investors lowered its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 83.4% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Capital International Investors Buys 264,971 Shares of Glaukos Corporation $GKOS
Capital International Investors raised its stake in Glaukos Corporation (NYSE:GKOS – Free Report) by 107.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Capital International Investors Decreases Stake in SBA Communications Corporation $SBAC
Capital International Investors reduced its holdings in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 46.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
1,804,056 Shares in Sable Offshore Corp. $SOC Bought by Capital International Investors
Capital International Investors bought a new stake in Sable Offshore Corp. (NYSE:SOC – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Capital International Investors Takes Position in Agnico Eagle Mines Limited $AEM
Capital International Investors purchased a new position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
NetEase, Inc. $NTES Shares Sold by Capital International Investors
Capital International Investors reduced its stake in NetEase, Inc. (NASDAQ:NTES – Free Report) by 55.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Capital International Investors Has $38.86 Million Stake in CAE Inc $CAE
Capital International Investors decreased its stake in CAE Inc (NYSE:CAE – Free Report) (TSE:CAE) by 20.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Capital International Investors Acquires 20,551 Shares of Herc Holdings Inc. $HRI
Capital International Investors lifted its holdings in shares of Herc Holdings Inc. (NYSE:HRI – Free Report) by 31.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Capital International Investors Sells 620,843 Shares of Novanta Inc. $NOVT
Capital International Investors reduced its stake in shares of Novanta Inc. (NASDAQ:NOVT – Free Report) by 82.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Capital International Investors Decreases Holdings in Capital Group Ultra Short Income ETF $CGUI
Capital International Investors trimmed its stake in Capital Group Ultra Short Income ETF (NYSEARCA:CGUI – Free Report) by 47.2% during the third quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Capital International Investors Sells 140,873 Shares of Legend Biotech Corporation Sponsored ADR $LEGN
Capital International Investors decreased its stake in shares of Legend Biotech Corporation Sponsored ADR (NASDAQ:LEGN – Free Report) by 13.0% in the third quarter, according to the company in its most recent Form 13F filing... More of this article »
Capital International Investors Cuts Position in TWFG, Inc. $TWFG
Capital International Investors lessened its stake in TWFG, Inc. (NASDAQ:TWFG – Free Report) by 13.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Circle Internet Group, Inc. $CRCL Stock Position Decreased by Capital International Investors
Capital International Investors lessened its stake in shares of Circle Internet Group, Inc. (NYSE:CRCL – Free Report) by 91.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Capital Group International Bond ETF (USD-Hedged) $CGIB Shares Sold by Capital International Investors
Capital International Investors reduced its position in Capital Group International Bond ETF (USD-Hedged) (NYSEARCA:CGIB – Free Report) by 77.2% in the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Capital International Investors Has $601,000 Stock Position in Capital Group International Focus Equity ETF $CGXU
Capital International Investors reduced its holdings in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 49.6% in the 3rd quarter, according to its most recent filing with the Securities... More of this article »
Capital International Investors Makes New Investment in Smurfit Westrock PLC $SW
Capital International Investors bought a new stake in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
916,443 Shares in Bath & Body Works, Inc. $BBWI Bought by Capital International Investors
Capital International Investors purchased a new position in shares of Bath & Body Works, Inc. (NYSE:BBWI – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Capital International Investors Buys New Position in Via Transportation Inc. $VIA
Capital International Investors purchased a new stake in Via Transportation Inc. (NYSE:VIA – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Capital International Investors Reduces Stock Position in Worthington Enterprises, Inc. $WOR
Capital International Investors reduced its holdings in Worthington Enterprises, Inc. (NYSE:WOR – Free Report) by 8.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Capital International Investors Has $24.94 Million Holdings in Veralto Corporation $VLTO
Capital International Investors lowered its position in Veralto Corporation (NYSE:VLTO – Free Report) by 2.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 233,985 shares... More of this article »
Capital International Investors Cuts Holdings in Capital Group International Equity ETF $CGIE
Capital International Investors lessened its stake in shares of Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) by 50.0% during the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Capital Group U.S. Small and Mid Cap ETF $CGMM Stock Position Decreased by Capital International Investors
Capital International Investors decreased its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 56.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Capital Group Global Equity ETF $CGGE Stock Holdings Decreased by Capital International Investors
Capital International Investors lowered its position in shares of Capital Group Global Equity ETF (NYSEARCA:CGGE – Free Report) by 69.8% during the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »
iShares MBS ETF $MBB Shares Acquired by Capital International Investors
Capital International Investors increased its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 161.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »