Israeli Natan Sells Shares in Kaltura Inc Amid Executive Moves
Israeli Natan, Chief Customer Officer at Kaltura Inc, sold shares of common stock as part of a trading plan, signaling adjustments in executive holdings.
Attestor Capital Ltd Reports $604M in Latest 13F Filing
Attestor Capital Ltd reveals over $604M in holdings, including major stakes in Alphabet and Amazon, in its latest 13F filing. Insights for asset managers.
Attestor Ltd files 13F Notice detailing investment changes
Attestor Ltd submits a 13F Notice, signaling changes in its investment strategy as of September 30, 2026, impacting its competitive position.
Kelleher Financial Advisors Reveals Latest Holdings Report
Kelleher Financial Advisors discloses $376.85 million in assets in its latest SEC filing, reflecting its investment strategy and market position.
3Chopt Investment Partners reveals $557.8M in holdings
3Chopt Investment Partners, LLC discloses $557.8 million in investment holdings, showcasing a diverse portfolio in its latest SEC filing.
Trace Wealth Advisors reveals $134 million in holdings
Trace Wealth Advisors, LLC disclosed its latest holdings, totaling approximately $134 million, showcasing a diverse investment strategy in major companies.
MH & Associates Reports $114M in Latest Holdings
MH & Associates Securities Management Corp discloses over $114 million in holdings, showcasing its investment strategies in the financial services sector.
Société Générale Amends Submission on Swap Dealer Status
Société Générale SA updates its swap dealer status filing, emphasizing compliance with U.S. regulations and impacting the financial services industry.
Cordgrass Capital Advisors reveals $269 million in holdings
Cordgrass Capital Advisors, LLC discloses its investment holdings worth $269 million in a recent SEC filing, highlighting key positions in major companies.
Monteagle Funds reports $21.1 million in assets in NPORT-P
Monteagle Funds reveals $21.1 million in assets in latest NPORT-P filing, highlighting its investment strategy and portfolio management.
Pioneer Family Office reports $198 million in holdings
Pioneer Family Office, LLC reports $198 million in holdings in its latest 13F-HR filing, reflecting strategic investments in major companies.
Bank of Nova Scotia Amends Registration for Swap Dealer Status
Bank of Nova Scotia files an amended registration statement, updating its status as a swap dealer, reflecting its commitment to regulatory compliance.
Codex Capital Asset Management Reports $295M in Holdings
Codex Capital Asset Management L.L.C. reveals $295 million in holdings as of September 30, 2026, showcasing its investment strategies in key sectors.
Krane Financial Solutions reports $159M in holdings
Krane Financial Solutions LLC reports $159 million in holdings, highlighting strategic investments in major ETFs and stocks like Apple and Microsoft.
Ascent Group reveals substantial investment holdings in SEC filing
Ascent Group, LLC's recent SEC filing shows significant investments in various sectors, indicating strategic positioning in the investment landscape.
AIM Counselor Series Trust Reports Financials in NPORT-P Filing
AIM Counselor Series Trust files NPORT-P, revealing $338M in assets and $337M in net assets as of August 31, 2026, impacting investor confidence.
AIM Counselor Series Trust Releases Key NPORT-P Filing
AIM Counselor Series Trust's latest NPORT-P filing reveals significant financial insights, impacting the investment management landscape.
Invesco Exchange-Traded Fund Trust II Reports Portfolio Update
Invesco Exchange-Traded Fund Trust II reveals portfolio details with total assets of $11.83 billion, reflecting its investment strategy and market position.
AIM Counselor Series Trust reports financial position update
AIM Counselor Series Trust files NPORT-P report detailing its financial standing with total assets of $218.65 million as of August 31, 2026.
AIM Counselor Series Trust Reports $4.92 Billion in Assets
AIM Counselor Series Trust's latest NPORT-P filing reveals total assets of $4.92 billion and net assets of $4.87 billion, reflecting its investment performance.