Confluence Investment Management LLC Has $97.86 Million

Nov 8, 2024 · Confluence Investment Management LLC lessened its position in Oracle Co. (NYSE:ORCL - Free Report) by 2.0% during the 3rd quarter, according to its most recent filing …

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Confluence Investment Management LLC Has $97.86 Million

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Nov 8, 2024 · Confluence Investment Management LLC lessened its position in Oracle Co. (NYSE:ORCL - Free Report) by 2.0% during the 3rd quarter, according to its most recent filing …

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CONFLUENCE INVESTMENT MANAGEMENT LLC

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Confluence Investment Management is a large advisory firm with 17208 clients and discretionary assets under management (AUM) of $7,200,932,108 (Form ADV from 2024-03-21). Their last …

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Confluence Investment Management LLC Has $3.96 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC lifted its position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) by 0.8% in the fourth quarter, …

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Confluence Investment Management LLC Has $54.83 Million

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Jan 2, 2025 · Confluence Investment Management LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.7% in the 4th quarter, according to the company in its …

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Confluence Investment Management LLC Takes $16.75 Million

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Jan 2, 2025 · Confluence Investment Management LLC acquired a new position in The Baldwin Insurance Group, Inc. (NASDAQ:BWIN - Free Report) during the 4th quarter, according to the …

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Confluence Investment Management LLC Has $5.52 Million …

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Jan 3, 2025 · Confluence Investment Management LLC lessened its holdings in Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU – Free Report) by 4.2% during the …

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Confluence Investment Management LLC Has $3.37 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC lowered its stake in shares of J&J Snack Foods Corp. (NASDAQ:JJSF – Free Report) by 1.3% in the fourth quarter, HoldingsChannel …

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Confluence Investment Management LLC Has $2.36 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC increased its position in shares of Core Laboratories Inc. (NYSE:CLB – Free Report) by 0.4% during the fourth quarter, Holdings …

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Confluence Investment Management LLC Has $2.42 Million Stake …

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Jan 3, 2025 · Confluence Investment Management LLC lowered its stake in SJW Group (NYSE:SJW – Free Report) by 7.5% in the fourth quarter, Holdings Channel.com reports. The …

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Confluence Investment Management LLC Takes $9.10 Million …

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Jan 3, 2025 · Confluence Investment Management LLC purchased a new position in shares of Valvoline Inc. (NYSE:VVV – Free Report) during the fourth quarter, according to its most …

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Confluence Investment Management LLC Has $4.84 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC increased its stake in New Mountain Finance Co. (NASDAQ:NMFC – Free Report) by 0.3% in the 4th quarter, according to the …

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Confluence Investment Management LLC Has $2.42 Million Stake …

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Jan 3, 2025 · Confluence Investment Management LLC lifted its stake in Marten Transport, Ltd. (NASDAQ:MRTN – Free Report) by 0.5% in the fourth quarter, according to the company in its …

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Confluence Investment Management LLC Has $1.92 Million Stake …

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Jan 3, 2025 · Confluence Investment Management LLC grew its holdings in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Free Report) by 1.6% during the 4th quarter, …

americanbankingnews.com

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Confluence Investment Management LLC Has $3.25 Million Stake …

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Jan 3, 2025 · Confluence Investment Management LLC cut its stake in shares of Hagerty, Inc. (NYSE:HGTY – Free Report) by 4.2% during the 4th quarter, according to its most recent 13F …

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Confluence Investment Management LLC Has $3.31 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC decreased its position in Hayward Holdings, Inc. (NYSE:HAYW – Free Report) by 1.2% during the 4th quarter, according to the …

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Confluence Investment Management LLC Has $2.42 Million Stock …

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Jan 3, 2025 · Confluence Investment Management LLC owned about 0.15% of SJW Group worth $2,420,000 as of its most recent SEC filing. A number of other large investors have also made …

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FAQs about Confluence Investment Management LLC Has $97.86 Million Coupon?

How many shares does confluence Investment Management LLC own?

The institutional investor owned 165,459 shares of the company’s stock after buying an additional 1,370 shares during the period. Confluence Investment Management LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $3,964,000 as of its most recent SEC filing. ...

Does confluence Investment Management LLC own Hagerty?

Confluence Investment Management LLC cut its stake in shares of Hagerty, Inc. (NYSE:HGTY – Free Report) by 4.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 337,100 shares of the company’s stock after selling 14,830 shares during the quarter. ...

Does confluence Investment Management LLC own iShares ibonds?

Confluence Investment Management LLC lifted its position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. ...

Does confluence Investment Management LLC own SJW Group?

Confluence Investment Management LLC owned about 0.15% of SJW Group worth $2,420,000 as of its most recent SEC filing. A number of other large investors have also made changes to their positions in the company. Chris Bulman Inc purchased a new position in SJW Group during the 2nd quarter worth approximately $30,000. ...

Did confluence invest in Valvoline?

Confluence Investment Management LLC purchased a new position in shares of Valvoline Inc. (NYSE:VVV – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 251,391 shares of the basic materials company’s stock, valued at approximately $9,095,000. ...

Does confluence Investment Management LLC own J&J Snack Foods?

Confluence Investment Management LLC’s holdings in J&J Snack Foods were worth $3,365,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also modified their holdings of JJSF. Blue Trust Inc. raised its holdings in shares of J&J Snack Foods by 39,000.0% during the third quarter. ...