Evoke Wealth LLC purchased a new position in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 180,179 shares of the company’s stock, valued at approximately $3,609,000. Evoke Wealth LLC owned 0.07% of […]
Steward Partners Investment Advisory LLC lowered its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.9% during the fourth quarter, Holdings Channel reports. The fund owned 42,108 shares of the financial services provider’s stock after selling 1,699 shares during the period. Steward Partners Investment Advisory LLC’s holdings in Charles Schwab […]
Makena Capital Management LLC purchased a new position in shares of Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 53,638 shares of the real estate investment trust’s stock, valued at approximately $7,212,000. Other […]
Steward Partners Investment Advisory LLC trimmed its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,108 shares of the financial services provider’s stock after selling 1,699 shares during the quarter. Steward […]
Steward Partners Investment Advisory LLC grew its stake in shares of The Cigna Group (NYSE:CI – Free Report) by 0.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,520 shares of the health services provider’s stock after purchasing an additional 38 shares during the period. […]