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10811 articles • Page 171 of 217
During the third quarter, Ferguson Wellman Capital Management Inc increased its holdings in AT&T Inc by 2.3%, adding an additional 35,302 shares to own a total of approximately 1,550,679 shares....
Cardinal Capital Management recently purchased 17,768 shares in Halozyme Therapeutics Inc., representing a valuation of about $1.3 million as reported to the SEC on its most recent Form 13F filing....
Bard Financial Services Inc. increased its stock holdings in Microsoft Corporation by 0.9% in the third quarter. The firm now owns 153,584 shares after purchasing an additional 1,325 shares....
Davis Capital Management has purchased 17,464 shares of Alphabet Inc., valued at approximately $4,253,000, during the third quarter, as disclosed in their most recent SEC filing....
First Trust Preferred Securities and Income ETF $FPE Shares Sold by Commonwealth Equity Services LLC
In the third quarter, Commonwealth Equity Services LLC decreased its holdings in First Trust Preferred Securities and Income ETF (FPE) by selling 132,967 shares. Post this transaction, they held 1,359...
In the third quarter, CWA Asset Management Group LLC reduced its holdings of Mondelez International shares by 67.4%, down to 5,691 shares after selling 11,751 shares....
In the third quarter, Commonwealth Equity Services LLC reduced its holdings of WEC Energy Group Inc.'s stock by selling 32,201 shares, leaving it with ownership of 177,891 shares or 0.06% of the compa...
Elk River Wealth Management LLC has increased its holdings of Intercontinental Exchange Inc. (NYSE:ICE) shares by 44.4% during the third quarter, as reported in their recent SEC filing. The firm now h...
Chandler Asset Management Inc. reduced its holdings of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 16.3% during the third quarter, shedding 81,680 shares and ending with a total of 418,375 sh...
According to Chandler Asset Management Inc.'s most recent Form 13F filing with the SEC, the company reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by selling 4,740 shares duri...
Chandler Asset Management Inc. reduced its holdings of the Vanguard Small-Cap ETF (VB) in the third quarter by 7.3%, selling off 19,610 shares to own a total of 248,675 shares. This represents 10.4% o...
Ferguson Wellman Capital Management Inc reduced its holdings of UnitedHealth Group Incorporated (NYSE:UNH) stock in the third quarter by selling 4,749 shares. The firm now holds 28,314 shares....
During the third quarter, Duncker Streett & Co. Inc. reduced its holdings in Costco Wholesale Corporation by 48.3%, selling 6,034 shares and retaining ownership of 6,471 shares which make up about 1% ...
Ferguson Wellman Capital Management Inc. reduced its stake in AutoNation, Inc. by 8.3% in the third quarter, selling 2,920 shares and holding 32,410 shares....
Evolution Wealth Management Inc. significantly increased its holdings of the Invesco S&P 500 Momentum ETF by 468.7% during the third quarter, purchasing an additional 6,107 shares to hold a total of 7...
Dock Street Asset Management Inc. decreased its holdings of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.9% during the third quarter, selling 8,889 shares, as reported in its most recent SEC filin...
Duncker Streett & Co. Inc. reduced its holdings of Mastercard Incorporated by 1,043 shares during the third quarter, selling them to own a total of 31,011 shares which represent 3.1% of their portfoli...
Ferguson Wellman Capital Management Inc. significantly increased its holdings of Accenture PLC stock by 1,408.2% during the third quarter, according to a recent filing with the SEC. The firm now owns ...
Dock Street Asset Management Inc. has acquired 7,731 shares in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) during Q3 as reported in its submission of Form 13F to the SEC, valuing their ne...
Ferguson Wellman Capital Management Inc. reduced its shareholding in Avery Dennison Corp by 79.3% during the third quarter, selling off 115,197 shares and retaining 30,009 shares as disclosed in their...
Institutional investor Duncker Streett & Co. Inc. increased its holding of AbbVie Inc. by 17.7% in the third quarter, adding 10,721 shares to raise its total持股至71,277股。...
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
Duncker Streett & Co. Inc. increased its stake in Lowe's Companies Inc. by purchasing an additional 12,324 shares during the third quarter, raising its holdings to 34,756 shares....
Dock Street Asset Management Inc. has increased its ownership stake in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing an additional 14,964 shares during the third quarter, bringing its ...
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
Elk River Wealth Management LLC increased its holdings in The Goldman Sachs Group, Inc. by 14% in the third quarter, adding 749 shares to a total of 6,105 shares through acquisitions....
In the third quarter of 2023, Ferguson Wellman Capital Management Inc., an institutional investor, increased its holdings of East West Bancorp stock by 2.6%. After buying additional shares, it now own...
CX Institutional increased its holdings of Verizon Communications by 50.5% in the third quarter, adding 12,794 shares to reach a total ownership of 38,108 shares. This information comes from recent fi...
DSM Capital Partners LLC has increased its holdings in Visa Inc by 9.6% during the third quarter of the year after acquiring an additional 43,365 shares....
UBS Group lowered Corebridge Financial's target price from $35 to $33 on Thursday and maintained a neutral rating for the stock....
Ethos Financial Group LLC has established a new stake in Micron Technology Inc., acquiring 2,789 shares valued at around $467,000 during the third quarter of the year....
CX Institutional increased its stake in Cummins Inc. by 174 percent during the third quarter, adding a total of 3,441 shares, for an ownership of 5,419 shares....
CX Institutional significantly increased its holdings in American Tower Corporation by purchasing an additional 6,451 shares during the third quarter, bringing its total to 8,763 shares. This represen...
Ethos Financial Group LLC Acquires 29,469 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Ethos Financial Group LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (ticker: SCHR) by 165.2% during the third quarter through additional purchases of 29,469 shares, totaling...
CX Institutional increased its shareholding in Linde PLC by acquiring an additional 1,878 shares during the third quarter, resulting in a total ownership of 4,687 shares. This marks a 66.9% increase i...
Citizens National Bank Trust Department has increased its holdings in Walmart Inc by 8.6% in the third quarter of this year, as per their latest SEC filing. They now own 70,586 shares after adding ano...
CX Institutional significantly increased its investment in Marriott International Inc., purchasing an additional 2,150 shares during the third quarter of 2023, thereby raising their total holdings to ...
TXO Partners LP (NYSE: TXO) shares reached a new 52-week low of $10.31 on Wednesday before settling at $10.4550, with about 176,643 shares traded. The stock previously closed at $10.60....
CoreCap Advisors LLC increased its holdings of Seagate Technology Holdings' shares by purchasing an additional 5,239 shares in the third quarter, resulting in a total ownership of 6,360 shares as per ...
CoreCap Advisors LLC reduced its investment in Ford Motor Company by selling 58,033 shares during the third quarter, resulting in a total of 117,575 shares held....
Cerity Partners LLC reduced its holdings in the iShares S&P 500 Growth ETF (IVW) by selling 34,544 shares during the third quarter. After this sale, the institutional investor now owns 287,129 shares ...
During the third quarter, Cerity Partners LLC increased its holdings of Marathon Petroleum Corporation by purchasing an additional 12,788 shares. Its total ownership stood at 193,425 shares following ...
D.A. Davidson & CO. increased its holdings of Synopsys Inc. by purchasing an additional 1,346 shares during the third quarter, raising their total to 5,715 shares....
Cerity Partners LLC increased its shareholding in The Travelers Companies, Inc. by purchasing an additional 7,657 shares during the third quarter, raising its total holdings to 110,568 shares....
Cerity Partners LLC reduced its holdings in Ameriprise Financial's stock by selling 4,112 shares in the third quarter. The firm now owns 63,883 shares....
Cerity Partners LLC increased its shareholding in Aflac Incorporated by 13.9% during the third quarter, having bought an additional 30,906 shares. This move brought their total ownership to 253,244 sh...
Cerity Partners LLC increased its holdings of SPDR Portfolio S&P 500 ETF (SPLG) by 12.7% in the third quarter, acquiring an additional 43,339 shares to reach a total ownership of 383,625 shares....
Ferguson Wellman Capital Management Inc. increased its stake in Automatic Data Processing, Inc. by acquiring an additional 120,671 shares during the third quarter, raising their total holdings to 393,...
Ferguson Wellman Capital Management Inc. increased its holdings in Entergy Corporation by 5.2% over the third quarter via an addition of 64,037 shares. The firm now owns a total of 1,299,428 shares of...
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...