Archive for Amy Steele

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 […]

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 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 […]

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% […]

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 […]

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 […]

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 […]

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% […]

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 […]

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% […]

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 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 […]

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. 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 […]

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 […]

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 […]

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. 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 […]

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 […]

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 […]

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 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 […]

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 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 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 […]