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2026-01-20 00:24 UTC
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Philip Morris International Inc. $PM Shares Sold by Diversified Trust Co
Diversified Trust Co reduced its holdings of Philip Morris International Inc. (NYSE: PM) by 32.5% in the third quarter, selling 26,955 shares and retaining 55,930 shares....
Diversified Trust Co Lowers Stake in Elevance Health, Inc. $ELV
Diversified Trust Co reduced its shareholding in Elevance Health, Inc. (ELV) by 5.7% in the third quarter of 2023 through the sale of 2,058 shares, resulting in a current holding of 34,151 shares valu...
PPG Industries, Inc. $PPG Shares Purchased by Diversified Trust Co
Diversified Trust Co increased its holdings in PPG Industries Inc (NYSE: PPG) shares by 18.8% during the third quarter by acquiring an additional 8,713 shares, making their total ownership stand at 54...
Apollo Global Management Inc. $APO Shares Bought by Diversified Trust Co
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
Diversified Trust Co Has $12.05 Million Stock Position in Amgen Inc. $AMGN
During the third quarter, Diversified Trust Co increased its position in Amgen Inc. stock (NASDAQ:AMGN) by 8.9%, adding an additional 3,471 shares to its holdings of 42,681 shares as reported to the S...
Diversified Trust Co Grows Holdings in NetApp, Inc. $NTAP
Diversified Trust Co increased its investment in NetApp Inc (NASDAQ: NTAP) by 10.4% during the third quarter of 2023, adding 5,698 shares to its portfolio according to a recent filing with the SEC....
Palantir Technologies Inc. $PLTR Shares Acquired by Diversified Trust Co
In the third quarter, Diversified Trust Co increased its stake in Palantir Technologies Inc. by 67.9%, adding 17,659 shares to its existing holdings, bringing its total ownership to 43,650 shares of N...
Diversified Trust Co Raises Holdings in Colgate-Palmolive Company $CL
Diversified Trust Co increased its holdings in Colgate-Palmolive Company (NYSE: CL) by 12.8% during the third quarter. The institutional investor purchased an additional 10,892 shares, raising its tot...
Diversified Trust Co Increases Position in iShares S&P 500 Growth ETF $IVW
Diversified Trust Co significantly increased its holdings of iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 251.4% during the third quarter, adding an additional 30,463 shares to bring total ownership ...
Diversified Trust Co Cuts Stock Position in eBay Inc. $EBAY
Institutional investor Diversified Trust Co reduced its stock holding of eBay Inc. by 11.7% during the third quarter after selling 9,897 shares, resulting in an ownership of 74,633 shares....
Diversified Trust Co Invests $5.57 Million in ProShares UltraPro S&P 500 $UPRO
In the third quarter, Diversified Trust Co purchased a new stake of 50,000 shares in ProShares UltraPro S&P 500 worth approximately $5.57 million as reported by their latest Form 13F filing with the S...
AutoZone, Inc. $AZO Shares Purchased by Diversified Trust Co
Diversified Trust Co increased its stake in AutoZone Inc (NYSE:AZO) by 11% in the third quarter by purchasing an additional 340 shares, bringing the total to 3,429....
Diversified Trust Co Increases Holdings in Chubb Limited $CB
In its recent filing with the Securities and Exchange Commission, Diversified Trust Co reported an increased stake in Chubb Limited (NYSE:CB) for the third quarter by 4.3%, following the purchase of a...
Diversified Trust Co Cuts Stock Position in Vanguard Dividend Appreciation ETF $VIG
Diversified Trust Co reduced its holdings of Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by 1.5% during the third quarter, selling 2,520 shares and now owning a total of 163,997 shares....
Clark Asset Management LLC Has $17.38 Million Stake in Invesco BulletShares 2028 Corporate Bond ETF $BSCS
Clark Asset Management LLC increased its holdings of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ: BSCS) by 17.2% during the third quarter, as reported in their most recent SEC Form 13F filing...
Clark Asset Management LLC Buys 71,310 Shares of Invesco BulletShares 2026 Corporate Bond ETF $BSCQ
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ: BSCQ) by purchasing an additional 71,310 shares during the third quarter. This acquisition ra...
Procter & Gamble Company (The) $PG Shares Sold by Diversified Trust Co
Diversified Trust Co reduced its holdings in Procter & Gamble Company (NYSE:PG) by 8.2% during the third quarter, selling off 11,571 shares and now holding a total of 130,090 shares....
First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Stake Lessened by Ergawealth Advisors Inc.
During the third quarter, Ergawealth Advisors Inc. reduced its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) by selling 83,398 shares. As a result of this sale, they now own 18...
Bravias Capital Group LLC Buys 3,340 Shares of Vanguard Dividend Appreciation ETF $VIG
Bravias Capital Group LLC increased its holdings in the Vanguard Dividend Appreciation ETF (VIG) by 285.5% during the third quarter, purchasing an additional 3,340 shares and now owning a total of 4,5...
Clark Asset Management LLC Purchases 159,314 Shares of Invesco BulletShares 2029 Corporate Bond ETF $BSCT
Clark Asset Management LLC increased its holdings in the Invesco BulletShares 2029 Corporate Bond ETF by acquiring an additional 159,314 shares during the third quarter. The fund now owns a total of 8...
Ergawealth Advisors Inc. Sells 2,911 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
Ergawealth Advisors Inc. reduced its holdings in the iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by selling 2,911 shares in Q3. The firm now possesses 1,450 shares of the ETF's stock....
First Trust Rising Dividend Achievers ETF $RDVY Shares Sold by Ergawealth Advisors Inc.
Ergawealth Advisors Inc decreased its holdings of the NASDAQ-listed First Trust Rising Dividend Achievers ETF (RDVY) by 36% in Q3, offloading 97,766 shares and retaining ownership of 173,824 shares....
Vanguard Long-Term Bond ETF $BLV Shares Bought by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 10% in the third quarter, adding an additional 18,541 shares to reach a total of 203,637 shares....
Clark Asset Management LLC Boosts Stock Position in iShares Russell 2000 ETF $IWM
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Clark Asset Management LLC Increases Position in Vanguard Intermediate-Term Bond ETF $BIV
Clark Asset Management LLC increased its stake in Vanguard Intermediate-Term Bond ETF (ticker: BIV) by 8.9% during the third quarter, after purchasing additional shares amounting to 16,849, bringing t...
Ergawealth Advisors Inc. Acquires 750,861 Shares of First Trust BuyWrite Income ETF $FTHI
Ergawealth Advisors Inc. has increased its ownership in the First Trust BuyWrite Income ETF (FTHI) by 203.2%, adding 750,861 shares to their total holdings now totaling 1,120,410 shares of the ETF....
Clark Asset Management LLC Has $7.03 Million Stock Holdings in Invesco BulletShares 2032 Corporate Bond ETF $BSCW
Clark Asset Management LLC raised its stock holdings of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in the third quarter by 30.4%, acquiring an additional 78,355 shares to reach a total owners...
Diversified Trust Co Has $100.76 Million Holdings in Vanguard Extended Market ETF $VXF
Diversified Trust Co increased its holdings of Vanguard Extended Market ETF (VXF) by 3.2% in the third quarter, purchasing an additional 15,105 shares to reach a total ownership of 481,340 shares....
Vanguard Total Bond Market ETF $BND Shares Sold by Clark Asset Management LLC
Clark Asset Management LLC reduced its holdings of Vanguard Total Bond Market ETF (BND) by 50.7% in the third quarter, selling off 8,897 shares and maintaining ownership of 8,640 shares....
Clark Asset Management LLC Grows Stake in Invesco BulletShares 2031 Corporate Bond ETF $BSCV
In the third quarter, Clark Asset Management LLC increased its holdings of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) by 32.0%, adding 150,959 shares to reach a total ownership of 623,103 sha...
Ergawealth Advisors Inc. Boosts Stake in Capital Group New Geography Equity ETF $CGNG
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Clark Asset Management LLC Acquires New Holdings in iShares Dow Jones U.S. ETF $IYY
Clark Asset Management LLC purchased 3,540 shares of the iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the third quarter, with a total valuation of approximately $575,000....
Howard Hughes (NYSE:HHH) Director R Scot Sellers Buys 5,000 Shares of Stock
R Scot Sellers, a director of Howard Hughes Holdings Inc., purchased 5,000 shares at an average price of $77.94 per share on December 23rd, bringing his total acquisition value to $389,700 and increas...
Bravias Capital Group LLC Acquires 6,181 Shares of Alpha Architect Tail Risk ETF $CAOS
Bravias Capital Group LLC raised its holdings in Alpha Architect Tail Risk ETF (BATS: CAOS) by purchasing an additional 6,181 shares during the third quarter. This acquisition increased their total sh...
Best Telecom Stocks Worth Watching – December 29th
According to MarketBeat's stock screener tool, seven telecom stocks are recommended for investor attention: AT&T, TELUS, Vodafone Group, Dycom Industries, America Movil, SK Telecom, and Telephone and ...
Bravias Capital Group LLC Makes New Investment in Vanguard High Dividend Yield ETF $VYM
Bravias Capital Group LLC has acquired 4,877 shares of Vanguard High Dividend Yield ETF (NYSEARCA: VYM) during the third quarter. The purchase was valued at about $687,000....
Amplitude (NASDAQ:AMPL) CEO Spenser Skates Sells 42,743 Shares of Stock
Spenser Skates, President and Chief Executive Officer of Amplitude Inc., sold 42,743 shares on December 24th for an amount totaling $513,343.43 when the stock was trading at $12.01 per share....
Trump Upset by Ukraine's Attack on Putin's Residence
President Trump expressed dissatisfaction with reports of an attack on Russian President Vladimir Putin’s residence by Ukrainian forces, though no official confirmation or details regarding the incide...
Ukraine-Russia War Continues Amid Trump's Illusions
The war between Ukraine and Russia remains ongoing despite former US President Donald Trump's perceived delusional commentary on the conflict....
Malinin eyes three Olympic Games as Milano Cortina looms
American figure skater Ilia Malinin recently won his third consecutive Grand Prix Final in Japan, setting records in the process. He is now aiming towards competing in the next Olympic Winter Games....
Trump says he recently spoke with Maduro but call was unfruitful
President Trump announced that he had spoken very recently with Venezuelan President Nicolas Maduro; however, the conversation did not produce any significant outcomes or agreements....
Trump Confirms He Spoke with Maduro Without Bilateral Dialogue Progress
President Donald Trump confirmed that he had spoken with Venezuelan President Nicolás Maduro but noted there were no significant advances in bilateral dialogue between the two countries....
This company is rethinking PTSD treatment for veterans — with VR
Brenden Borrowman, who served as an Army veteran, established Neurova Labs with the aim of addressing the physiological damage behind conditions such as PTSD and TBI through innovative approaches....
Netanyahu meets US secretary of state ahead of Trump talks
Israeli Prime Minister Benjamin Netanyahu met with U.S. Secretary of State Marco Rubio in Florida before his planned meeting with President Donald Trump. Netanyahu described the meeting as 'great'. Ru...
Perigon Wealth Management LLC Purchases 3,905 Shares of AbbVie Inc. $ABBV
In the third quarter, Perigon Wealth Management LLC increased its holdings in AbbVie Inc.'s stock by purchasing an additional 3,905 shares, bringing its total ownership to 111,108 shares....
Amazon.com, Inc. $AMZN Shares Purchased by Parcion Private Wealth LLC
In the third quarter, Parcion Private Wealth LLC increased its holdings of Amazon.com Inc.'s shares by 7.5%, adding an additional 5,110 shares to reach a total of 73,457 shares....
Permanent Capital Management LP Makes New Investment in Capital One Financial Corporation $COF
Permanent Capital Management LP has increased its investment in Capital One Financial Corporation (COF) by acquiring 12,960 shares worth approximately $2,755,000 during the third quarter. These purcha...
Vanguard Small-Cap ETF $VB is MPS Loria Financial Planners LLC’s 4th Largest Position
MPS Loria Financial Planners LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.1% during the third quarter, adding 3,136 shares to reach a total of 149,475 shares....
Permanent Capital Management LP Purchases Shares of 10,032 SPDR Gold Shares $GLD
Permanent Capital Management LP acquired a new holding in SPDR Gold Shares (NYSEARCA: GLD) during the third quarter. The firm's purchase included 10,032 shares with an estimated value of roughly $3.56...
Iams Wealth Management LLC Has $2.92 Million Stock Position in Meta Platforms, Inc. $META
Iams Wealth Management LLC increased its stock position in Meta Platforms Inc by 60.7% during the third quarter of 2023 through additional purchases of 1,502 shares, resulting in a total ownership of ...
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