OneAscent Family Office LLC has acquired a new stake in Salesforce Inc. (NYSE: CRM), purchasing 821 shares valued at approximately $221,000. This investment was...
Cerity Partners LLC has significantly increased its stake in NatWest Group plc, according to a recent Form 13F filing with the Securities and Exchange...
Brown Advisory Inc. has significantly reduced its holdings in Plains All American Pipeline, L.P. (NYSE: PAA) by 38.5% during the first quarter of 2024....
Xponance Inc. has decreased its holdings in Marathon Petroleum Corporation (NYSE: MPC) by 1.3% during the first quarter of 2023. According to a recent...
Bridges Investment Management Inc. has increased its investment in Quanta Services, Inc. (NYSE:PWR) by 22.9% during the first quarter, as revealed in its recent...
Silphium Asset Management Ltd has significantly increased its investment in Salesforce Inc. by 75.9% during the first quarter of the year, according to its...
Alley Investment Management Company LLC has increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.2% during the first quarter of 2024, according...
Sequoia Financial Advisors LLC has reduced its stake in the iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by 9.2% during the first quarter, as...
Oppenheimer Asset Management Inc. has made a strategic investment by acquiring 4,884 shares in Jefferies Financial Group Inc. (NYSE:JEF), as revealed in its latest...