Aspiriant LLC Reduces Accenture Stake by 73% Amid Analyst Shifts
Aspiriant LLC has significantly reduced its investment in Accenture PLC (NYSE: ACN) by selling 2,319 shares during the third quarter of 2024. This move has lowered the firm’s stake in…
Envestnet Asset Management Increases Stake in Sumitomo Mitsui Financial
Envestnet Asset Management Inc. has raised its stake in Sumitomo Mitsui Financial Group Inc. (NYSE: SMFG) by 19.7% during the second quarter of 2023. According to a recent filing with…
Blair William & Co. Reduces Stake in IDEX Corporation by 9.6%
Blair William & Co. IL has decreased its stake in IDEX Corporation (NYSE:IEX) by 9.6% in the second quarter of 2023, as reported in its recent Form 13F filing with…
Kiker Wealth Management Boosts Stake in Schwab ETF by Over 572%
In a significant financial maneuver, Kiker Wealth Management LLC has increased its holdings in the Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by an impressive 572.9% during the second quarter…
Grayscale Expands Crypto ETF Offerings with New Fund Filings
Grayscale has intensified its efforts in the cryptocurrency exchange-traded fund (ETF) market by filing for three new funds on March 12, 2024. The company submitted an S-1 registration statement for…
Bridgeway Capital Increases Stake in Broadcom by Nearly 7%
Bridgeway Capital Management LLC has increased its stake in Broadcom Inc. by 6.9% during the first quarter of 2023, according to a recent 13F filing with the Securities and Exchange…
Vanguard Group Reduces Stake in PENN Entertainment by 0.7%
Vanguard Group Inc. has decreased its stake in PENN Entertainment, Inc. (NASDAQ: PENN) by 0.7%, as reported in its recent filing with the Securities and Exchange Commission (SEC). The investment…
Trajan Wealth Increases Investment in Elevance Health by 23.7%
Trajan Wealth LLC has increased its stake in Elevance Health, Inc. (NYSE: ELV) by 23.7% during the first quarter of 2023, as revealed in a recent filing with the Securities…
Xponance Reduces Stake in Marathon Petroleum by 1.3%
Xponance Inc. has decreased its holdings in Marathon Petroleum Corporation (NYSE: MPC) by 1.3%, according to the firm’s latest filing with the Securities and Exchange Commission (SEC). After selling 808…