Various asset management firms filed required disclosures regarding institutional ownership and stake changes with the SEC.
4 reports, 1 independent
Updated Aug 30
Gone quiet
- Reports
- 4
- Developments
- 4
- Repetition
- 75%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Various asset management firms filed required disclosures regarding institutional ownership and stake changes with the SEC.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Multiple institutional firms, including Costco, Bank of America, and Norges Bank, filed required disclosures with the SEC regarding significant holdings and acquisitions made during Q1 and Q2 2026.Sub-event
- Multiple asset management firms, including AGNC Investment Corp., BlackRock, Inc., and others, filed Form 13F with the SEC regarding their institutional holdings and stake changes.Sub-event
- Shikiar Asset Management Inc. raised its stake in Hovnanian Enterprises, Inc. stock during Q1 and has filed the required reports with the SEC.Sub-event
Multiple firms filed required disclosures regarding institutional holdings and stake changes with the SEC.1 source
Keep exploring
Part of
Multiple firms, including Cedar Wealth Management LLC and Huntington National Bank, have been involved in various institutional investment activities, including purchases, sales, and raised holdings, during Q2, Q3, and Q4 of 2026.Also in this story
- Mine & Arao Wealth Creation & Management LLC decreased its holdings of QQQ shares listed on the Nasdaq exchange.
- Multiple firms, including Triumph Capital Management and NewEdge Advisors LLC, increased their holdings in various funds in Q1, Q3, and Q4 2026.
- Pool Corporation and Millennium Management adjusted their holdings, raising stakes in Q1 and cutting them in Q4 of 2026.
- Flputnam Investment Management Co. cut its stake in Darden Restaurants during the fourth quarter.
The entities involved
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Securities and Exchange Commission
government agency of the Philippines
Related events
- Filing required regarding institutional ownership changes for the JPMorgan Active Developing Markets Equity ETF with the SEC on June 27, 2026.
- Pfizer filed with the SEC on May 27, 2026, regarding institutional share holdings and active buying/selling of stock.
- GT Biopharma filed with the SEC regarding institutional investment, and its stock traded on the Nasdaq exchange.
- Qualcomm filed required disclosures regarding institutional stake purchases with the Securities and Exchange Commission.
- Sumitomo Mitsui Trust Holdings, Inc. filed reports with the SEC and trimmed its holdings in Teradyne shares.