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2026-01-20 09:33 UTC
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Palo Alto Networks, Inc. $PANW Shares Purchased by GoalVest Advisory LLC
GoalVest Advisory LLC significantly increased its stake in Palo Alto Networks, Inc., by purchasing an additional 10,091 shares in the third quarter, raising their total holdings to 10,899 shares....
Lam Research Corporation $LRCX is Harbor Island Capital LLC’s Largest Position
Harbor Island Capital LLC decreased its holdings in Lam Research Corporation by 28.9% in the third quarter of the year, selling 93,675 shares and retaining 230,800 shares....
Vanguard S&P 500 ETF $VOO Shares Bought by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 14.1% during the third quarter as per the latest SEC filing, raising its stake to 94,306 shares....
Sandy Cove Advisors LLC Purchases 146,606 Shares of JPMorgan Ultra-Short Income ETF $JPST
During the third quarter, Sandy Cove Advisors LLC significantly increased its holding in JPMorgan Ultra-Short Income ETF by acquiring an additional 146,606 shares, marking a rise of nearly 3571.4% fro...
Stanley Laman Group Ltd. Reduces Holdings in Archer Daniels Midland Company $ADM
Stanley Laman Group Ltd. sold 8,708 shares of Archer Daniels Midland Company, reducing its holdings by 11.6% during the third quarter to a total of 66,675 shares....
The military once considered using balloons as nuclear weapons systems
In 1957, American military strategists explored a concept for using balloons as carriers of floating nuclear bombs. This idea was part of strategic discussions during the Cold War era....
Gateway Investment Advisers LLC Has $5.12 Million Stake in Bristol Myers Squibb Company $BMY
Gateway Investment Advisers LLC increased its holdings of Bristol Myers Squibb Company by 10% in the third quarter of 2023, purchasing an additional 10,284 shares and bringing the total to 113,457 sha...
Chevron Corporation $CVX Stake Lifted by Gateway Investment Advisers LLC
Gateway Investment Advisers LLC increased its holdings in Chevron Corporation (NYSE:CVX) by 0.9% during the third quarter of the year, adding 3,810 shares to reach a total of 404,957 shares....
WestEnd Advisors LLC Has $43.59 Million Position in Walmart Inc. $WMT
WestEnd Advisors LLC reduced its holdings of Walmart Inc.'s stock by 1.6% in the third quarter, selling 7,050 shares and leaving it with a total of 422,996 shares valued at $43.59 million. This now re...
GoalVest Advisory LLC Invests $7.97 Million in Goldman Sachs Municipal Income ETF $GMUB
GoalVest Advisory LLC purchased 156,612 shares of the Goldman Sachs Municipal Income ETF (GMUB) during the third quarter, with a total investment value of approximately $7,968,000....
Mastercard Incorporated $MA Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC decreased its holdings of Mastercard Inc stock by 1.5% in the third quarter, selling off 1,151 shares to end up with ownership of 76,967 shares....
Railway Pension Investments Ltd Has $189.45 Million Stake in IDEXX Laboratories, Inc. $IDXX
Railway Pension Investments Ltd increased its stake in IDEXX Laboratories by 92.1% in the third quarter through an additional purchase of 142,200 shares, bringing its total holdings to 296,530 shares....
HP Inc. $HPQ Shares Bought by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its investment in HP Inc. by 6.1% during the third quarter of the year by buying an additional 92,400 shares. The total holdings now stand at 1,600,015 shares...
Railway Pension Investments Ltd Has $3.13 Million Holdings in PTC Inc. $PTC
Railway Pension Investments Ltd decreased its holdings in PTC Inc by 91.5% during the third quarter. The company's stake stands at 15,426 shares after selling 166,900 shares....
SPDR Portfolio S&P 500 ETF $SPLG Shares Sold by Leslie Global Wealth LLC
Leslie Global Wealth LLC reduced its holdings of the SPDR Portfolio S&P 500 ETF (SPLG) by selling 70,210 shares in the third quarter. The firm now owns 349,661 shares....
Merck & Co., Inc. $MRK Position Boosted by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its stake in Merck & Co., Inc. (NYSE: MRK) during the third quarter of 2023, adding an additional 26,700 shares, resulting in total ownership of 1,173,015 sha...
Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC decreased its holdings of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the third quarter, selling 168,628 shares and reducing its stake to 3,808,858 shares....
GoalVest Advisory LLC Acquires New Shares in CAVA Group, Inc. $CAVA
GoalVest Advisory LLC has purchased 8,530 new shares of CAVA Group Inc., worth around $515,000, as reported in their latest SEC filing....
GoalVest Advisory LLC Decreases Stock Position in Intuitive Surgical, Inc. $ISRG
GoalVest Advisory LLC decreased its stock position in Intuitive Surgical Inc., reducing the holdings by 96.1% in the third quarter, as disclosed to the Securities and Exchange Commission....
Vanguard FTSE Europe ETF $VGK Stock Position Lifted by GoalVest Advisory LLC
GoalVest Advisory LLC increased its holdings in Vanguard FTSE Europe ETF (VGK) by 15.4% in the third quarter, adding 12,472 shares to reach a total of 93,480 shares....
iShares Select Dividend ETF $DVY Shares Sold by GoalVest Advisory LLC
GoalVest Advisory LLC decreased its holdings of iShares Select Dividend ETF (NASDAQ: DVY) by 87.1% in the third quarter, reducing their position from an unspecified original amount to 5,856 shares aft...
The Estee Lauder Companies Inc. $EL Shares Bought by GoalVest Advisory LLC
GoalVest Advisory LLC increased its holdings of The Estee Lauder Companies Inc. (NYSE: EL) shares by 465.3% in the third quarter, purchasing an additional 7,910 shares to own a total of 9,610 shares a...
102,768 Shares in Loews Corporation $L Bought by Letson Investment Management Inc.
Letson Investment Management Inc acquired 102,768 shares of Loews Corporation's stock during the third quarter of this year. The purchase amounted to approximately $10,317,000 and represents about 3.7...
iShares MSCI USA Min Vol Factor ETF $USMV is Spreng Capital Management Inc.’s 9th Largest Position
Spreng Capital Management Inc. decreased its holdings in iShares MSCI USA Min Vol Factor ETF by selling 8,569 shares during the third quarter, resulting in an ownership of 74,812 shares. This reductio...
WestEnd Advisors LLC Takes $224.76 Million Position in iShares Expanded Tech Sector ETF $IGM
WestEnd Advisors LLC acquired 1,784,481 shares of iShares Expanded Tech Sector ETF (IGM) during the third quarter, with a total value of approximately $224.76 million....
WestEnd Advisors LLC Purchases 139,823 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
In the third quarter, WestEnd Advisors LLC increased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 13.8%, adding 139,823 shares to its portfolio, which now totals 1,155,466 share...
iShares 10-20 Year Treasury Bond ETF $TLH Shares Sold by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC decreased its holdings of iShares 10-20 Year Treasury Bond ETF (TLH) by 31.9% in the third quarter. The firm trimmed their ownership to 55,739 shares after selling off 26,1...
Sandy Cove Advisors LLC Has $5.70 Million Holdings in iShares Core MSCI EAFE ETF $IEFA
Sandy Cove Advisors LLC increased its holdings of iShares Core MSCI EAFE ETF (IEFA) by 14.4% during the third quarter by adding 8,189 shares to its existing portfolio....
Stanley Laman Group Ltd. Invests $8.79 Million in Lam Research Corporation $LRCX
Stanley Laman Group Ltd purchased 65,637 shares of Lam Research Corporation during the third quarter at a value of approximately $8.79 million. This position makes up about 1.3% of Stanley Laman's por...
ConocoPhillips $COP Shares Sold by DT Investment Partners LLC
DT Investment Partners LLC reduced its holdings of ConocoPhillips shares (NYSE:COP) by 88.6% in the third quarter, according to an SEC filing. The firm now holds 1,933 shares after selling a significa...
West Paces Advisors Inc. Increases Stake in JPMorgan Ultra-Short Income ETF $JPST
West Paces Advisors Inc. raised its investment in JPMorgan Ultra-Short Income ETF (JPST) by 15.8% in the third quarter, purchasing an additional 19,012 shares and increasing ownership to a total of 13...
Gateway Investment Advisers LLC Sells 58,959 Shares of Verizon Communications Inc. $VZ
Gateway Investment Advisers LLC reduced its holdings in Verizon Communications Inc. by 24.6% during the third quarter after selling 58,959 shares, now owning 180,901 shares of the company....
Gateway Investment Advisers LLC Boosts Stake in Vistra Corp. $VST
Gateway Investment Advisers LLC increased its stake in Vistra Corp. (NYSE:VST) by 426.4% during the third quarter through an additional purchase of 13,597 shares, bringing the total holdings to 16,786...
Gateway Investment Advisers LLC Purchases Shares of 13,205 iShares U.S. Aerospace & Defense ETF $ITA
In the third quarter, Gateway Investment Advisers LLC acquired a new position in iShares U.S. Aerospace & Defense ETF with a purchase of 13,205 shares valued at about $2.76 million as reported in thei...
WestEnd Advisors LLC Sells 1,607,895 Shares of iShares Expanded Tech-Software Sector ETF $IGV
WestEnd Advisors LLC reduced its holdings in iShares Expanded Tech-Software Sector ETF (IGV) by selling 1,607,895 shares during the third quarter. The firm now holds 13,551 shares....
WestEnd Advisors LLC Sells 26,863 Shares of iShares Core 60/40 Balanced Allocation ETF $AOR
WestEnd Advisors LLC decreased its holdings in iShares Core 60/40 Balanced Allocation ETF (AOR) by selling 26,863 shares during the 3rd quarter. After the transaction, it held 17,560 shares of the com...
WestEnd Advisors LLC Boosts Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
WestEnd Advisors LLC has increased its holdings in the iShares 7-10 Year Treasury Bond ETF (IEF) by 13.9% during the third quarter, adding 91,530 shares to bring their total ownership to 751,166 share...
WestEnd Advisors LLC Cuts Stock Position in Texas Instruments Incorporated $TXN
WestEnd Advisors LLC reduced its holdings of Texas Instruments Incorporated (NASDAQ: TXN) by 18.9% during the third quarter. The firm now owns 208,834 shares after selling 48,570 shares. This informat...
WestEnd Advisors LLC Decreases Position in Chubb Limited $CB
WestEnd Advisors LLC decreased its holdings in Chubb Limited by 1.9% in the third quarter. The firm sold 2,599 shares, leaving them with a total of 135,785 shares....
Medtronic PLC $MDT Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC has reduced its holdings in Medtronic PLC by 1.8% in the third quarter. They now hold 464,734 shares after selling down 8,573 shares....
WestEnd Advisors LLC Sells 11,441 Shares of iShares Core MSCI Europe ETF $IEUR
WestEnd Advisors LLC decreased its holdings in iShares Core MSCI Europe ETF (IEUR) by selling 11,441 shares in the third quarter. After this transaction, the institutional investor owned a total of 79...
WestEnd Advisors LLC Has $43.67 Million Stake in The TJX Companies, Inc. $TJX
WestEnd Advisors LLC reduced its stake in The TJX Companies, Inc. stock during the third quarter after selling 5,299 shares, bringing their holdings down to $43.67 million worth of stocks....
Railway Pension Investments Ltd Raises Holdings in AbbVie Inc. $ABBV
Railway Pension Investments Ltd increased its shareholding in AbbVie Inc. by 33% in the third quarter, adding 211,800 shares to reach a total of 853,949 shares....
Gentex Corporation (GNTX) To Go Ex-Dividend on January 7th
Gentex Corporation announced a quarterly dividend of $0.12 per share for shareholders of record as of January 7, 2015. The payment will be made on January 21, providing an annualized yield of 2%....
Railway Pension Investments Ltd Sells 118,657 Shares of CrowdStrike $CRWD
Railway Pension Investments Ltd reduced its stake in CrowdStrike by selling 118,657 shares during the third quarter. After this sale, the firm holds only 2,198 shares of CrowdStrike....
Railway Pension Investments Ltd Raises Stock Holdings in Ross Stores, Inc. $ROST
Railway Pension Investments Ltd increased its holdings in Ross Stores, Inc. by 103.3% during the third quarter of 2023, acquiring an additional 9,300 shares to a total of 18,300 shares....
Railway Pension Investments Ltd Grows Stake in Autodesk, Inc. $ADSK
Railway Pension Investments Ltd reported a 17.8% increase in its shareholding of Autodesk Inc during the third quarter following an additional purchase of 5,500 shares....
Railway Pension Investments Ltd Has $165.24 Million Position in Texas Instruments Incorporated $TXN
Railway Pension Investments Ltd increased its holdings of Texas Instruments Incorporated by 156.5% in the third quarter, according to a recent SEC filing. The firm now owns 899,386 shares after buying...
Railway Pension Investments Ltd Acquires 3,100 Shares of International Business Machines Corporation $IBM
Railway Pension Investments Ltd increased its holdings in International Business Machines Corporation by purchasing an additional 3,100 shares during the third quarter, raising its total stake to 151,...
EMCOR Group, Inc. $EME Shares Acquired by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its shareholding in EMCOR Group Inc (NYSE: EME) by 7.3% during the third quarter of 2021, after purchasing an additional 1,600 shares, totaling 23,561 shares....
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