Archive for Scott Moore

Truist Financial Corp trimmed its stake in shares of Varian Medical Systems, Inc. (NYSE:VAR) by 11.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 133,421 shares of the medical equipment provider’s stock after selling 17,002 shares during the quarter. Truist Financial Corp’s holdings […]

Cetera Advisors LLC increased its position in shares of Dollar General Co. (NYSE:DG) by 38.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,409 shares of the company’s stock after acquiring an additional 666 shares during the period. Cetera Advisors LLC’s holdings in Dollar […]

Cetera Advisors LLC lessened its position in shares of ConocoPhillips (NYSE:COP) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,934 shares of the energy producer’s stock after selling 426 shares during the quarter. Cetera Advisors LLC’s holdings in ConocoPhillips were […]

Profund Advisors LLC increased its position in The Boston Beer Company, Inc. (NYSE:SAM) by 57.9% during the third quarter, Holdings Channel reports. The fund owned 742 shares of the company’s stock after purchasing an additional 272 shares during the quarter. Profund Advisors LLC’s holdings in The Boston Beer were worth $655,000 as of its most […]

Jefferies Group LLC bought a new position in Realty Income Co. (NYSE:O) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,000 shares of the real estate investment trust’s stock, valued at approximately $304,000. A number of other institutional investors have also recently made […]

Cetera Advisors LLC raised its holdings in Cigna Co. (NYSE:CI) by 10.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,093 shares of the health services provider’s stock after acquiring an additional 300 shares during the period. Cetera Advisors […]

Cetera Advisor Networks LLC lowered its stake in Citigroup Inc. (NYSE:C) by 3.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,517 shares of the company’s stock after selling 829 shares during the period. Cetera Advisor Networks LLC’s holdings in Citigroup […]

Boston Partners boosted its position in SL Green Realty Corp. (NYSE:SLG) by 4.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,586 shares of the real estate investment trust’s stock after buying an additional 3,055 shares during the quarter. Boston Partners owned approximately […]

Allianz Asset Management GmbH reduced its stake in Equity LifeStyle Properties, Inc. (NYSE:ELS) by 25.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 478,985 shares of the real estate investment trust’s stock after selling 162,046 shares during the period. Allianz […]

Charles Schwab Investment Management Inc. raised its position in Sunrun Inc. (NASDAQ:RUN) by 76.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,077,494 shares of the energy company’s stock after acquiring an additional 466,279 shares during the period. Charles Schwab Investment Management Inc. owned approximately 0.84% of […]

First Allied Advisory Services Inc. purchased a new stake in Paylocity Holding Co. (NASDAQ:PCTY) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 5,895 shares of the software maker’s stock, valued at approximately $952,000. Several other hedge funds and other institutional investors have also bought and sold shares […]

Charles Schwab Investment Management Inc. cut its position in Steel Dynamics, Inc. (NASDAQ:STLD) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,921,263 shares of the basic materials company’s stock after selling 27,768 shares during the period. Charles Schwab […]

First Allied Advisory Services Inc. trimmed its holdings in shares of Exelon Co. (NYSE:EXC) by 5.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 21,380 shares of the energy giant’s stock after selling 1,196 shares during the period. First Allied Advisory Services Inc.’s holdings in Exelon were […]

Truist Financial Corp lessened its holdings in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV) by 16.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 345,558 shares of the company’s stock after selling 70,459 shares during the quarter. Truist Financial […]

Truist Financial Corp lifted its stake in shares of Signature Bank (NASDAQ:SBNY) by 4.3% during the third quarter, HoldingsChannel reports. The firm owned 286,385 shares of the bank’s stock after acquiring an additional 11,937 shares during the quarter. Truist Financial Corp’s holdings in Signature Bank were worth $23,767,000 as of its most recent SEC filing. […]

Charles Schwab Investment Management Inc. boosted its holdings in shares of Fair Isaac Co. (NYSE:FICO) by 9.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 172,761 shares of the technology company’s stock after purchasing an additional 15,203 shares during the […]

Charles Schwab Investment Management Inc. lowered its position in shares of TransUnion (NYSE:TRU) by 9.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 863,031 shares of the business services provider’s stock after selling 85,086 shares during the period. Charles […]

First Allied Advisory Services Inc. bought a new position in Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 27,434 shares of the company’s stock, valued at approximately $869,000. First Allied Advisory […]

Segall Bryant & Hamill LLC lifted its position in TPI Composites, Inc. (NASDAQ:TPIC) by 265.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 154,275 shares of the industrial products company’s stock after buying an additional 112,004 shares during the […]

Truist Financial Corp reduced its holdings in shares of Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) by 15.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 193,058 shares of the company’s stock after selling 35,225 shares during the period. Truist Financial Corp owned approximately 0.79% […]

Allianz Asset Management GmbH cut its stake in shares of Reliance Steel & Aluminum Co. (NYSE:RS) by 9.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 227,550 shares of the industrial products company’s stock after selling 23,591 shares during the period. […]

Cetera Investment Advisers purchased a new stake in Artisan Partners Asset Management Inc. (NYSE:APAM) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 7,208 shares of the asset manager’s stock, valued at approximately $281,000. Several other institutional investors and hedge funds also recently made changes […]

Cetera Investment Advisers trimmed its position in First Trust Tactical High Yield ETF (NASDAQ:HYLS) by 10.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,740 shares of the company’s stock after selling 557 shares during the period. Cetera Investment Advisers’ holdings in […]

Cetera Advisors LLC boosted its holdings in LyondellBasell Industries (NYSE:LYB) by 60.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,409 shares of the specialty chemicals company’s stock after purchasing an additional 2,785 shares during the period. Cetera […]

Cetera Investment Advisers purchased a new position in WestRock (NYSE:WRK) in the 3rd quarter, Holdings Channel reports. The institutional investor purchased 6,519 shares of the basic materials company’s stock, valued at approximately $226,000. Several other institutional investors have also made changes to their positions in the business. Independent Advisor Alliance increased its holdings in shares […]