Archive for Amy Steele

Truist Financial Corp Lowers Position in Biogen Inc. (NASDAQ:BIIB)

Truist Financial Corp cut its stake in Biogen Inc. (NASDAQ:BIIB) by 33.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 75,504 shares of the biotechnology company’s stock after selling 38,422 shares during the quarter. Truist Financial Corp’s holdings in Biogen were worth $21,420,000 as of its most recent SEC filing. Other institutional investors […]

Segall Bryant & Hamill LLC Buys 6,330 Shares of Biogen Inc. (NASDAQ:BIIB)

Segall Bryant & Hamill LLC lifted its stake in shares of Biogen Inc. (NASDAQ:BIIB) by 65.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,070 shares of the biotechnology company’s stock after acquiring an additional 6,330 shares during the quarter. Segall […]

First Allied Advisory Services Inc. Lowers Position in United Rentals, Inc. (NYSE:URI)

First Allied Advisory Services Inc. lessened its position in United Rentals, Inc. (NYSE:URI) by 7.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,765 shares of the construction company’s stock after selling 470 shares during the quarter. First Allied Advisory Services […]

Allianz Asset Management GmbH Boosts Stock Position in ResMed Inc. (NYSE:RMD)

Allianz Asset Management GmbH lifted its holdings in ResMed Inc. (NYSE:RMD) by 301.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 152,007 shares of the medical equipment provider’s stock after purchasing an additional 114,146 shares during the quarter. Allianz Asset Management GmbH’s holdings […]

Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Sold by Allianz Asset Management GmbH

Allianz Asset Management GmbH lowered its holdings in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) by 58.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 748,516 shares of the pharmacy operator’s stock after selling 1,053,445 shares during the quarter. Allianz Asset Management GmbH’s holdings in Walgreens […]

Otis Worldwide Co. (NASDAQ:OTIS) Position Cut by Cetera Investment Advisers

Cetera Investment Advisers trimmed its stake in Otis Worldwide Co. (NASDAQ:OTIS) by 6.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 3,783 shares of the company’s stock after selling 279 shares during the quarter. Cetera Investment Advisers’ holdings in Otis Worldwide were worth $236,000 as of its […]

IQ Merger Arbitrage ETF (NYSEARCA:MNA) Shares Sold by First Allied Advisory Services Inc.

First Allied Advisory Services Inc. reduced its stake in shares of IQ Merger Arbitrage ETF (NYSEARCA:MNA) by 2.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 29,838 shares of the company’s stock after selling 742 shares during the period. First Allied Advisory Services Inc. owned approximately 0.13% […]

Truist Financial Corp Reduces Position in GlaxoSmithKline plc (NYSE:GSK)

Truist Financial Corp decreased its stake in shares of GlaxoSmithKline plc (NYSE:GSK) by 11.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 746,619 shares of the pharmaceutical company’s stock after selling 94,174 shares during the period. Truist Financial Corp’s holdings in GlaxoSmithKline were worth […]

Cetera Advisors LLC Cuts Position in Invesco Ltd. (NYSE:IVZ)

Cetera Advisors LLC reduced its position in shares of Invesco Ltd. (NYSE:IVZ) by 6.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,558 shares of the asset manager’s stock after selling 3,447 shares during the period. Cetera Advisors LLC’s holdings in […]

L3Harris Technologies, Inc. (NYSE:LHX) Stock Holdings Lowered by Truist Financial Corp

Truist Financial Corp reduced its holdings in L3Harris Technologies, Inc. (NYSE:LHX) by 48.3% during the third quarter, Holdings Channel reports. The firm owned 158,406 shares of the company’s stock after selling 148,149 shares during the period. Truist Financial Corp’s holdings in L3Harris Technologies were worth $26,904,000 at the end of the most recent reporting period. […]

First Allied Advisory Services Inc. Buys 2,153 Shares of Delta Air Lines, Inc. (NYSE:DAL)

First Allied Advisory Services Inc. lifted its stake in shares of Delta Air Lines, Inc. (NYSE:DAL) by 6.8% during the third quarter, HoldingsChannel.com reports. The firm owned 33,597 shares of the transportation company’s stock after purchasing an additional 2,153 shares during the quarter. First Allied Advisory Services Inc.’s holdings in Delta Air Lines were worth […]

Cetera Investment Advisers Boosts Stock Holdings in Genuine Parts (NYSE:GPC)

Cetera Investment Advisers grew its stake in shares of Genuine Parts (NYSE:GPC) by 7.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 3,007 shares of the specialty retailer’s stock after buying an additional 208 shares during the period. Cetera Investment Advisers’ holdings in Genuine Parts were worth $286,000 as of its most recent filing […]

Profund Advisors LLC Lowers Stock Holdings in Valero Energy Co. (NYSE:VLO)

Profund Advisors LLC reduced its position in Valero Energy Co. (NYSE:VLO) by 11.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 15,315 shares of the oil and gas company’s stock after selling 2,013 shares during the period. Profund Advisors LLC’s holdings in Valero Energy were worth $663,000 […]

Profund Advisors LLC Buys 971 Shares of General Mills, Inc. (NYSE:GIS)

Profund Advisors LLC raised its position in shares of General Mills, Inc. (NYSE:GIS) by 11.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,598 shares of the company’s stock after purchasing an additional 971 shares during the period. Profund Advisors LLC’s holdings in […]

Charles Schwab Investment Management Inc. Reduces Stake in Ameren Co. (NYSE:AEE)

Charles Schwab Investment Management Inc. lowered its holdings in Ameren Co. (NYSE:AEE) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,090,783 shares of the utilities provider’s stock after selling 49,044 shares during the quarter. Charles Schwab Investment Management Inc. owned approximately 0.44% […]

Paychex, Inc. (NASDAQ:PAYX) Shares Purchased by Fiduciary Trust Co.

Fiduciary Trust Co. grew its stake in shares of Paychex, Inc. (NASDAQ:PAYX) by 10.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,792 shares of the business services provider’s stock after acquiring an additional 1,014 shares during the […]

Omnicom Group Inc. (NYSE:OMC) Shares Purchased by Fiduciary Trust Co.

Fiduciary Trust Co. boosted its stake in Omnicom Group Inc. (NYSE:OMC) by 15.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,212 shares of the business services provider’s stock after purchasing an additional 1,360 shares during the period. Fiduciary […]

Xencor, Inc. (NASDAQ:XNCR) Stock Holdings Increased by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC boosted its position in Xencor, Inc. (NASDAQ:XNCR) by 261.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,743 shares of the biopharmaceutical company’s stock after buying an additional 64,221 shares during the quarter. Segall […]

Allianz Asset Management GmbH Has $27.38 Million Holdings in Maxim Integrated Products, Inc. (NASDAQ:MXIM)

Allianz Asset Management GmbH lifted its holdings in Maxim Integrated Products, Inc. (NASDAQ:MXIM) by 20.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 404,911 shares of the semiconductor company’s stock after acquiring an additional 68,429 shares during the period. Allianz Asset Management GmbH owned approximately 0.15% […]

Boston Partners Has $7.35 Million Position in ProAssurance Co. (NYSE:PRA)

Boston Partners lowered its position in ProAssurance Co. (NYSE:PRA) by 7.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 469,989 shares of the insurance provider’s stock after selling 36,852 shares during the quarter. Boston Partners owned 0.87% of ProAssurance worth $7,350,000 as of […]

Profund Advisors LLC Takes Position in Sunrun Inc. (NASDAQ:RUN)

Profund Advisors LLC purchased a new stake in Sunrun Inc. (NASDAQ:RUN) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 9,718 shares of the energy company’s stock, valued at approximately $749,000. Several other institutional investors have also recently bought and sold shares […]

Profund Advisors LLC Has $790,000 Stock Position in The Progressive Co. (NYSE:PGR)

Profund Advisors LLC decreased its stake in The Progressive Co. (NYSE:PGR) by 8.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,342 shares of the insurance provider’s stock after selling 779 shares during the period. Profund Advisors LLC’s holdings […]

Profund Advisors LLC Raises Stock Holdings in RH (NYSE:RH)

Profund Advisors LLC raised its position in shares of RH (NYSE:RH) by 64.0% during the 3rd quarter, Holdings Channel reports. The firm owned 1,591 shares of the company’s stock after buying an additional 621 shares during the quarter. Profund Advisors LLC’s holdings in RH were worth $609,000 as of its most recent filing with the […]

Profund Advisors LLC Boosts Holdings in International Flavors & Fragrances Inc. (NYSE:IFF)

Profund Advisors LLC increased its stake in shares of International Flavors & Fragrances Inc. (NYSE:IFF) by 128.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,436 shares of the specialty chemicals company’s stock after purchasing an additional 3,621 shares during the period. Profund Advisors LLC’s holdings […]

Boston Partners Lowers Stake in Visa Inc. (NYSE:V)

Boston Partners lowered its stake in shares of Visa Inc. (NYSE:V) by 6.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 20,729 shares of the credit-card processor’s stock after selling 1,427 shares during the period. Boston Partners’ holdings in Visa were worth $4,145,000 at the end […]

Fiduciary Trust Co. Trims Stock Holdings in The Clorox Company (NYSE:CLX)

Fiduciary Trust Co. decreased its position in The Clorox Company (NYSE:CLX) by 7.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,696 shares of the company’s stock after selling 351 shares during the period. Fiduciary Trust Co.’s holdings in The Clorox were […]

Fiduciary Trust Co. Sells 551 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

Fiduciary Trust Co. trimmed its position in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 4.5% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 11,675 shares of the company’s stock after selling 551 shares during the period. Fiduciary Trust Co.’s holdings in iShares MSCI ACWI ETF were worth […]

Omnicell, Inc. (NASDAQ:OMCL) Holdings Boosted by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC grew its holdings in Omnicell, Inc. (NASDAQ:OMCL) by 219.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,598 shares of the company’s stock after purchasing an additional 43,711 shares during the period. Segall Bryant & Hamill […]

Cetera Advisors LLC Sells 2,668 Shares of Huntington Bancshares Incorporated (NASDAQ:HBAN)

Cetera Advisors LLC decreased its holdings in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN) by 4.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 60,028 shares of the bank’s stock after selling 2,668 shares during the quarter. Cetera Advisors LLC’s holdings in Huntington Bancshares were […]

Cetera Advisor Networks LLC Buys 3,928 Shares of Newell Brands Inc. (NYSE:NWL)

Cetera Advisor Networks LLC lifted its holdings in Newell Brands Inc. (NYSE:NWL) by 7.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 60,417 shares of the company’s stock after buying an additional 3,928 shares during the period. Cetera Advisor Networks […]

Boston Partners Has $5.21 Million Stock Position in Amgen Inc. (NASDAQ:AMGN)

Boston Partners trimmed its position in Amgen Inc. (NASDAQ:AMGN) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,498 shares of the medical research company’s stock after selling 1,213 shares during the quarter. Boston Partners’ holdings in Amgen […]

ProShare Advisors LLC Sells 3,763 Shares of TE Connectivity Ltd. (NYSE:TEL)

ProShare Advisors LLC trimmed its position in shares of TE Connectivity Ltd. (NYSE:TEL) by 5.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,826 shares of the electronics maker’s stock after selling 3,763 shares during the quarter. ProShare […]

Charles Schwab Investment Management Inc. Has $75.98 Million Stake in W. P. Carey Inc. (NYSE:WPC)

Charles Schwab Investment Management Inc. decreased its position in W. P. Carey Inc. (NYSE:WPC) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,165,984 shares of the real estate investment trust’s stock after selling 25,823 shares during the […]

Charles Schwab Investment Management Inc. Increases Stake in Insulet Co. (NASDAQ:PODD)

Charles Schwab Investment Management Inc. lifted its stake in Insulet Co. (NASDAQ:PODD) by 1.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 321,686 shares of the medical instruments supplier’s stock after purchasing an additional 3,634 shares during the quarter. Charles Schwab Investment Management Inc.’s […]

Charles Schwab Investment Management Inc. Reduces Position in Camden Property Trust (NYSE:CPT)

Charles Schwab Investment Management Inc. trimmed its stake in Camden Property Trust (NYSE:CPT) by 7.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 876,285 shares of the real estate investment trust’s stock after selling 75,136 shares during the period. Charles Schwab Investment […]

Charles Schwab Investment Management Inc. Sells 108,491 Shares of Conagra Brands, Inc. (NYSE:CAG)

Charles Schwab Investment Management Inc. decreased its stake in shares of Conagra Brands, Inc. (NYSE:CAG) by 4.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,160,883 shares of the company’s stock after selling 108,491 shares during the period. Charles […]

First Allied Advisory Services Inc. Sells 1,403 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

First Allied Advisory Services Inc. lowered its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 8.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,498 shares of the company’s stock after selling 1,403 shares during the period. First […]

Eaton Co. plc (NYSE:ETN) Shares Acquired by Fiduciary Trust Co.

Fiduciary Trust Co. raised its holdings in shares of Eaton Co. plc (NYSE:ETN) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,133 shares of the industrial products company’s stock after acquiring an additional 284 shares during the period. […]

Segall Bryant & Hamill LLC Purchases 29,060 Shares of Maximus, Inc. (NYSE:MMS)

Segall Bryant & Hamill LLC lifted its position in shares of Maximus, Inc. (NYSE:MMS) by 64.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,959 shares of the health services provider’s stock after purchasing an additional 29,060 shares during the period. Segall Bryant […]

Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) Shares Sold by Truist Financial Corp

Truist Financial Corp decreased its holdings in shares of Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) by 3.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 191,881 shares of the company’s stock after selling 5,922 shares during the quarter. Truist Financial Corp owned […]

Truist Financial Corp Sells 112,164 Shares of Waste Management, Inc. (NYSE:WM)

Truist Financial Corp lessened its position in shares of Waste Management, Inc. (NYSE:WM) by 36.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 195,683 shares of the business services provider’s stock after selling 112,164 shares during the quarter. Truist […]

Allianz Asset Management GmbH Grows Stock Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Allianz Asset Management GmbH boosted its holdings in Air Products and Chemicals, Inc. (NYSE:APD) by 39.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,859 shares of the basic materials company’s stock after buying an additional 25,326 shares during the period. Allianz […]

Dell Technologies Inc. (NYSE:DELL) Shares Purchased by Allianz Asset Management GmbH

Allianz Asset Management GmbH boosted its holdings in Dell Technologies Inc. (NYSE:DELL) by 145.6% during the 3rd quarter, Holdings Channel reports. The fund owned 358,470 shares of the technology company’s stock after acquiring an additional 212,527 shares during the quarter. Allianz Asset Management GmbH’s holdings in Dell Technologies were worth $24,265,000 as of its most […]

Intercontinental Exchange, Inc. (NYSE:ICE) Shares Bought by Truist Financial Corp

Truist Financial Corp lifted its position in shares of Intercontinental Exchange, Inc. (NYSE:ICE) by 6.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 250,151 shares of the financial services provider’s stock after acquiring an additional 15,868 shares during the period. […]

Rockwell Automation, Inc. (NYSE:ROK) Shares Sold by Cetera Investment Advisers

Cetera Investment Advisers trimmed its position in Rockwell Automation, Inc. (NYSE:ROK) by 6.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,436 shares of the industrial products company’s stock after selling 107 shares during the period. Cetera Investment Advisers’ holdings in […]

Boston Partners Increases Holdings in BJ’s Restaurants, Inc. (NASDAQ:BJRI)

Boston Partners boosted its holdings in shares of BJ’s Restaurants, Inc. (NASDAQ:BJRI) by 247.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 110,522 shares of the restaurant operator’s stock after purchasing an additional 78,711 shares during the period. Boston Partners […]

AutoNation, Inc. (NYSE:AN) Shares Acquired by Boston Partners

Boston Partners lifted its stake in shares of AutoNation, Inc. (NYSE:AN) by 0.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,586 shares of the company’s stock after purchasing an additional 395 shares during the period. Boston Partners owned 0.07% […]

Boston Partners Acquires 47,690 Shares of Sony Co. (NYSE:SNE)

Boston Partners boosted its holdings in Sony Co. (NYSE:SNE) by 920.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 52,872 shares of the company’s stock after acquiring an additional 47,690 shares during the period. Boston Partners’ holdings in Sony were worth […]

Boston Partners Trims Stake in Broadcom Inc. (NASDAQ:AVGO)

Boston Partners reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 16.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,460 shares of the semiconductor manufacturer’s stock after selling 3,012 shares during the quarter. Boston Partners’ holdings in Broadcom were worth $5,632,000 […]

Charles Schwab Investment Management Inc. Purchases 93,653 Shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC)

Charles Schwab Investment Management Inc. boosted its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) by 1.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 6,035,032 shares of the exchange traded fund’s stock after purchasing an additional 93,653 shares during the period. […]