Home » SEC Filing Articles

Image for Waterfront Wealth Inc. Boosts Holdings in The Coca-Cola Company (NYSE:KO)

Waterfront Wealth Inc. Boosts Holdings in The Coca-Cola Company (NYSE:KO)

Waterfront Wealth Inc. raised its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Readystate Asset Management LP Purchases 3,398 Shares of Robert Half Inc. (NYSE:RHI)

Readystate Asset Management LP Purchases 3,398 Shares of Robert Half Inc. (NYSE:RHI)

Readystate Asset Management LP increased its position in Robert Half Inc. (NYSE:RHI – Free Report) by 24.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Amphenol Co. (NYSE:APH) Shares Sold by Flossbach Von Storch AG

Amphenol Co. (NYSE:APH) Shares Sold by Flossbach Von Storch AG

Flossbach Von Storch AG cut its holdings in shares of Amphenol Co. (NYSE:APH – Free Report) by 0.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,874,133... More of this article »
Image for Court Place Advisors LLC Lowers Position in The Procter & Gamble Company (NYSE:PG)

Court Place Advisors LLC Lowers Position in The Procter & Gamble Company (NYSE:PG)

Court Place Advisors LLC decreased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Flossbach Von Storch AG Has $136.37 Million Stake in Accenture plc (NYSE:ACN)

Flossbach Von Storch AG Has $136.37 Million Stake in Accenture plc (NYSE:ACN)

Flossbach Von Storch AG boosted its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 2.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for 3M (NYSE:MMM) Stock Holdings Trimmed by Flossbach Von Storch AG

3M (NYSE:MMM) Stock Holdings Trimmed by Flossbach Von Storch AG

Flossbach Von Storch AG lessened its position in shares of 3M (NYSE:MMM – Free Report) by 9.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,683,781 shares of the conglomerate’s... More of this article »
Image for Waterfront Wealth Inc. Has $8.79 Million Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Waterfront Wealth Inc. Has $8.79 Million Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Waterfront Wealth Inc. decreased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 300,676... More of this article »
Image for Red Tortoise LLC Sells 20 Shares of Broadcom Inc. (NASDAQ:AVGO)

Red Tortoise LLC Sells 20 Shares of Broadcom Inc. (NASDAQ:AVGO)

Red Tortoise LLC lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 24.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 62 shares of the semiconductor manufacturer’s... More of this article »
Image for 64,208 Shares in The Liberty SiriusXM Group (NASDAQ:LSXMK) Bought by Readystate Asset Management LP

64,208 Shares in The Liberty SiriusXM Group (NASDAQ:LSXMK) Bought by Readystate Asset Management LP

Readystate Asset Management LP bought a new position in shares of The Liberty SiriusXM Group (NASDAQ:LSXMK – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 64,208 shares... More of this article »
Image for Readystate Asset Management LP Buys Shares of 353,687 AltC Acquisition Corp. (NYSE:ALCC)

Readystate Asset Management LP Buys Shares of 353,687 AltC Acquisition Corp. (NYSE:ALCC)

Readystate Asset Management LP bought a new stake in AltC Acquisition Corp. (NYSE:ALCC – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 353,687 shares of the company’s... More of this article »
Image for Readystate Asset Management LP Purchases 53,000 Shares of Couchbase, Inc. (NASDAQ:BASE)

Readystate Asset Management LP Purchases 53,000 Shares of Couchbase, Inc. (NASDAQ:BASE)

Readystate Asset Management LP raised its stake in Couchbase, Inc. (NASDAQ:BASE – Free Report) by 58.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Readystate Asset Management LP Buys 13,436 Shares of Victoria’s Secret & Co. (NYSE:VSCO)

Readystate Asset Management LP Buys 13,436 Shares of Victoria’s Secret & Co. (NYSE:VSCO)

Readystate Asset Management LP raised its stake in Victoria’s Secret & Co. (NYSE:VSCO – Free Report) by 14.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Cushman & Wakefield plc (NYSE:CWK) Stock Position Boosted by Readystate Asset Management LP

Cushman & Wakefield plc (NYSE:CWK) Stock Position Boosted by Readystate Asset Management LP

Readystate Asset Management LP grew its holdings in shares of Cushman & Wakefield plc (NYSE:CWK – Free Report) by 194.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 194,391 shares of the company’s... More of this article »
Image for Readystate Asset Management LP Has $1.74 Million Position in Clear Channel Outdoor Holdings, Inc. (NYSE:CCO)

Readystate Asset Management LP Has $1.74 Million Position in Clear Channel Outdoor Holdings, Inc. (NYSE:CCO)

Readystate Asset Management LP grew its position in Clear Channel Outdoor Holdings, Inc. (NYSE:CCO – Free Report) by 64.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Catalent, Inc. (NYSE:CTLT) Shares Bought by Readystate Asset Management LP

Catalent, Inc. (NYSE:CTLT) Shares Bought by Readystate Asset Management LP

Readystate Asset Management LP lifted its position in Catalent, Inc. (NYSE:CTLT – Free Report) by 52.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 172,684 Shares in Amplitude, Inc. (NASDAQ:AMPL) Bought by Readystate Asset Management LP

172,684 Shares in Amplitude, Inc. (NASDAQ:AMPL) Bought by Readystate Asset Management LP

Readystate Asset Management LP acquired a new position in Amplitude, Inc. (NASDAQ:AMPL – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Readystate Asset Management LP Acquires Shares of 187,420 Spirit Airlines, Inc. (NYSE:SAVE)

Readystate Asset Management LP Acquires Shares of 187,420 Spirit Airlines, Inc. (NYSE:SAVE)

Readystate Asset Management LP acquired a new stake in Spirit Airlines, Inc. (NYSE:SAVE – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 187,420 shares of the company’s... More of this article »
Image for Readystate Asset Management LP Buys Shares of 9,100 Tetra Tech, Inc. (NASDAQ:TTEK)

Readystate Asset Management LP Buys Shares of 9,100 Tetra Tech, Inc. (NASDAQ:TTEK)

Readystate Asset Management LP bought a new stake in Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Readystate Asset Management LP Invests $3.52 Million in GLOBALFOUNDRIES Inc. (NASDAQ:GFS)

Readystate Asset Management LP Invests $3.52 Million in GLOBALFOUNDRIES Inc. (NASDAQ:GFS)

Readystate Asset Management LP bought a new position in shares of GLOBALFOUNDRIES Inc. (NASDAQ:GFS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for iTeos Therapeutics, Inc. (NASDAQ:ITOS) Shares Purchased by Readystate Asset Management LP

iTeos Therapeutics, Inc. (NASDAQ:ITOS) Shares Purchased by Readystate Asset Management LP

Readystate Asset Management LP increased its stake in shares of iTeos Therapeutics, Inc. (NASDAQ:ITOS – Free Report) by 34.2% in the 4th quarter, HoldingsChannel reports. The firm owned 141,791 shares of the company’s... More of this article »
Image for Red Tortoise LLC Buys 1,057 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Red Tortoise LLC Buys 1,057 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Red Tortoise LLC lifted its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Readystate Asset Management LP Makes New Investment in Avantor, Inc. (NYSE:AVTR)

Readystate Asset Management LP Makes New Investment in Avantor, Inc. (NYSE:AVTR)

Readystate Asset Management LP purchased a new position in shares of Avantor, Inc. (NYSE:AVTR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Barrick Gold Corp (NYSE:GOLD) Stock Position Decreased by Flossbach Von Storch AG

Barrick Gold Corp (NYSE:GOLD) Stock Position Decreased by Flossbach Von Storch AG

Flossbach Von Storch AG cut its position in shares of Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 97.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 60,294 Shares in RH (NYSE:RH) Bought by Kettle Hill Capital Management LLC

60,294 Shares in RH (NYSE:RH) Bought by Kettle Hill Capital Management LLC

Kettle Hill Capital Management LLC acquired a new position in shares of RH (NYSE:RH – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 60,294 shares of the company’s stock, valued at approximately... More of this article »
Image for Readystate Asset Management LP Reduces Stock Position in Splunk Inc. (NASDAQ:SPLK)

Readystate Asset Management LP Reduces Stock Position in Splunk Inc. (NASDAQ:SPLK)

Readystate Asset Management LP lessened its holdings in Splunk Inc. (NASDAQ:SPLK – Free Report) by 99.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for RingCentral, Inc. (NYSE:RNG) Shares Purchased by Readystate Asset Management LP

RingCentral, Inc. (NYSE:RNG) Shares Purchased by Readystate Asset Management LP

Readystate Asset Management LP lifted its stake in RingCentral, Inc. (NYSE:RNG – Free Report) by 68.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 228,810 shares of the software maker’s stock after... More of this article »
Image for Readystate Asset Management LP Grows Stock Holdings in Albertsons Companies, Inc. (NYSE:ACI)

Readystate Asset Management LP Grows Stock Holdings in Albertsons Companies, Inc. (NYSE:ACI)

Readystate Asset Management LP grew its holdings in shares of Albertsons Companies, Inc. (NYSE:ACI – Free Report) by 63.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,234,823 shares... More of this article »
Image for Readystate Asset Management LP Purchases New Position in Hess Co. (NYSE:HES)

Readystate Asset Management LP Purchases New Position in Hess Co. (NYSE:HES)

Readystate Asset Management LP purchased a new stake in Hess Co. (NYSE:HES – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 144,032 shares of the oil and gas producer’s... More of this article »
Image for Readystate Asset Management LP Raises Stock Holdings in GXO Logistics, Inc. (NYSE:GXO)

Readystate Asset Management LP Raises Stock Holdings in GXO Logistics, Inc. (NYSE:GXO)

Readystate Asset Management LP increased its position in GXO Logistics, Inc. (NYSE:GXO – Free Report) by 27.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Readystate Asset Management LP Increases Stock Position in Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Readystate Asset Management LP Increases Stock Position in Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Readystate Asset Management LP lifted its holdings in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 28.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Readystate Asset Management LP Acquires Shares of 141,100 Amkor Technology, Inc. (NASDAQ:AMKR)

Readystate Asset Management LP Acquires Shares of 141,100 Amkor Technology, Inc. (NASDAQ:AMKR)

Readystate Asset Management LP acquired a new stake in shares of Amkor Technology, Inc. (NASDAQ:AMKR – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 141,100... More of this article »
Image for Readystate Asset Management LP Purchases 383,236 Shares of Organon & Co. (NYSE:OGN)

Readystate Asset Management LP Purchases 383,236 Shares of Organon & Co. (NYSE:OGN)

Readystate Asset Management LP boosted its position in shares of Organon & Co. (NYSE:OGN – Free Report) by 3,452.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Readystate Asset Management LP Raises Holdings in Celsius Holdings, Inc. (NASDAQ:CELH)

Readystate Asset Management LP Raises Holdings in Celsius Holdings, Inc. (NASDAQ:CELH)

Readystate Asset Management LP boosted its stake in shares of Celsius Holdings, Inc. (NASDAQ:CELH – Free Report) by 182.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Union Pacific Co. (NYSE:UNP) Stock Holdings Lessened by Flossbach Von Storch AG

Union Pacific Co. (NYSE:UNP) Stock Holdings Lessened by Flossbach Von Storch AG

Flossbach Von Storch AG reduced its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 64,113 shares of the... More of this article »
Image for Match Group, Inc. (NASDAQ:MTCH) Shares Sold by Flossbach Von Storch AG

Match Group, Inc. (NASDAQ:MTCH) Shares Sold by Flossbach Von Storch AG

Flossbach Von Storch AG lowered its position in shares of Match Group, Inc. (NASDAQ:MTCH – Free Report) by 93.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Flossbach Von Storch AG Decreases Stock Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Flossbach Von Storch AG Decreases Stock Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Flossbach Von Storch AG lessened its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 16.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Waterfront Wealth Inc.

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Waterfront Wealth Inc.

Waterfront Wealth Inc. raised its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for The Progressive Co. (NYSE:PGR) Position Raised by Waterfront Wealth Inc.

The Progressive Co. (NYSE:PGR) Position Raised by Waterfront Wealth Inc.

Waterfront Wealth Inc. raised its stake in The Progressive Co. (NYSE:PGR – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 8,299 shares of the insurance provider’s... More of this article »
Image for Waterfront Wealth Inc. Has $1.23 Million Holdings in Terex Co. (NYSE:TEX)

Waterfront Wealth Inc. Has $1.23 Million Holdings in Terex Co. (NYSE:TEX)

Waterfront Wealth Inc. cut its stake in shares of Terex Co. (NYSE:TEX – Free Report) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,346 shares of the... More of this article »
Image for Waterfront Wealth Inc. Purchases 196 Shares of Intercontinental Exchange, Inc. (NYSE:ICE)

Waterfront Wealth Inc. Purchases 196 Shares of Intercontinental Exchange, Inc. (NYSE:ICE)

Waterfront Wealth Inc. lifted its position in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »