Confluence Investment Management LLC Purchases 936 Shares of …

Jan 3, 2025 · The firm owned 13,999 shares of the industrial products company’s stock after buying an additional 936 shares during the quarter. Confluence Investment Management …

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Confluence Investment Management LLC Has $529,000 Position In …

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Jan 3, 2025 · Confluence Investment Management LLC grew its position in Alcoa Co. (NYSE:AA – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent …

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GAMMA Investing LLC Has $55,000 Stake In Alcoa Co. (NYSE:AA)

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2 days ago · Confluence Investment Management LLC now owns 13,999 shares of the industrial products company’s stock worth $529,000 after buying an additional 936 shares during the …

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Confluence Investment Management LLC Has $3.96 Million Stake …

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Jan 3, 2025 · Confluence Investment Management LLC increased its stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS – Free Report) by 0.8% in the 4th quarter, …

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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, …

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Confluence Investment Management LLC Purchases 391,166 …

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Jan 2, 2025 · Confluence Investment Management LLC grew its position in shares of American Water Works Company, Inc. (NYSE:AWK - Free Report) by 268.0% in the 4th quarter, …

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Confluence Investment Management LLC Sells 14,465 Shares

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Jan 2, 2025 · Confluence Investment Management LLC trimmed its position in Snap-on Incorporated (NYSE:SNA - Free Report) by 2.7% in the fourth quarter, according to its most …

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Confluence Investment Management LLC Buys 863 Shares Of The …

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Jan 4, 2025 · Confluence Investment Management LLC boosted its stake in shares of The Mosaic Company (NYSE:MOS – Free Report) by 6.3% in the fourth quarter, according to its most …

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Confluence Investment Management LLC Purchases 297 Shares Of ...

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Jan 3, 2025 · Confluence Investment Management LLC grew its position in ConocoPhillips (NYSE:COP – Free Report) by 5.3% during the fourth quarter, according to the company in its …

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Microsoft Co. (NASDAQ:MSFT) Shares Sold By Confluence …

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5 days ago · Confluence Investment Management LLC cut its stake in Microsoft Co. (NASDAQ:MSFT - Free Report) by 1.0% during the 3rd quarter, according to its most recent …

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Confluence Investment Management LLC Sells 396 Shares Of …

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Jan 4, 2025 · Confluence Investment Management LLC lowered its position in Shinhan Financial Group Co., Ltd. (NYSE:SHG – Free Report) by 5.8% during the 4th quarter, according to the …

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Confluence Investment Management LLC Buys 6,169 Shares Of …

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Jan 3, 2025 · Confluence Investment Management LLC boosted its position in Kayne Anderson BDC, Inc. (NYSE:KBDC – Free Report) by 5.9% during the fourth quarter, according to its …

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Confluence Investment Management LLC Sells 7,459 Shares Of …

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Jan 2, 2025 · Confluence Investment Management LLC lowered its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 1.1% in the fourth quarter, according to the …

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Confluence Investment Management LLC Decreases Stake In BAE …

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Jan 3, 2025 · Confluence Investment Management LLC cut its stake in shares of BAE Systems plc (OTCMKTS:BAESY – Free Report) by 7.0% during the fourth quarter, according to its most …

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FAQs about Confluence Investment Management LLC Purchases 936 Shares of … Coupon?

Does confluence Investment Management LLC own Alcoa co?

Confluence Investment Management LLC boosted its position in shares of Alcoa Co. (NYSE:AA – Free Report) by 7.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 13,999 shares of the industrial products company’s stock after buying an additional 936 shares during the quarter. ...

How many stocks does confluence Investment Management LLC own?

As of 2021Q4, Confluence Investment Management Llc owns 305 stocks with a total value of $7.5 billion. These are the details of the buys and sells. New Purchases: IBDV, IUSV, BXSL, IWD, IWN, BNPQY, VGK, FANG, CTRA, CLR, COP, MTRN, PXD, MOS, VWO, CHK, ZURVY, ...

Who owns confluence?

Confluence was founded in 1991 by Mike Schiller and Mark Evans. Schiller left the company in 1997 and Evans currently serves as Chairman, CEO and President of the company. Confluence is privately owned. In 2018, TA Associates completed a majority investment in Confluence. ...

What is Confluence Investment Management?

Confluence Investment Management, LLC, located in St. Louis, Missouri, is a team of financial advisors that includes chartered financial analysts (CFAs) with experience providing advice on asset classes across the investment universe. Confluence Investment Management Background ...

What does Confluence acquire in its new deal?

This acquisition advances Confluence’s portfolio analytics offering and expands its reach into the asset owner and asset allocator markets. With the addition of these new capabilities, Confluence will be able to offer clients greater operational efficiency and build on its culture of customer-centric innovation. ...

Where is confluence headquartered?

Confluence is headquartered in Pittsburgh, Pennsylvania. In 2017 it moved into new headquarters in Nova Place, located in Pittsburgh's Allegheny Center neighborhood. Confluence lists other international locations in Cape Town, Frankfurt, Ho Chi Minh City, London, Luxembourg, Milan, Montreal, Paris, Sydney and Toronto. ...