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FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
In Q3 2023, Carnegie Investment Counsel reduced its ownership in Zebra Technologies Corporation by selling 20,138 shares or 34.6% of its holdings, down to a total of 38,126 shares....
Carnegie Investment Counsel increased its stake in Lockheed Martin Corporation (NYSE:LMT) during the 3rd quarter of 2021 by buying an additional 3,031 shares. This acquisition brings their total to 29...
Carnegie Investment Counsel increased its ownership of Schwab U.S. TIPS ETF (SCHP) by purchasing an additional 22,341 shares during the third quarter. As a result, the institution now holds 614,469 sh...
Carnegie Investment Counsel increased its holdings of Otis Worldwide Corporation by 19.9% in the third quarter to a total of 234,368 shares after purchasing an additional 38,931 shares....
Carnegie Investment Counsel significantly increased its stock position in Maplebear Inc., adding 247,061 shares for a total of 542,936 shares during the third quarter. This represents an 83.5% additio...
During the third quarter, Cwm LLC increased its stake in General Dynamics Corporation by purchasing an additional 32,455 shares, bringing its total holdings to 105,477 shares. This represents a 44.4% ...
Carnegie Investment Counsel decreased its holding in the SPDR Portfolio S&P 500 Growth ETF (SPYG) by selling 7,803 shares during the third quarter. Post transaction, the firm owned 119,404 shares....
Carnegie Investment Counsel increased its holdings of American Tower Corporation stock (NYSE: AMT) by 3.1% in the third quarter. According to their most recent Form 13F filing with the SEC, they acqui...
Camelot Technology Advisors Inc. reduced its holdings in the iShares Core S&P 500 ETF ($IVV) by selling 1,768 shares during the third quarter, lowering its stake by 3.1%. Post transaction, it now hold...
Carnegie Investment Counsel reduced its shareholding in Palantir Technologies Inc. by selling 3,191 shares during the third quarter, resulting in an ownership of 118,483 shares....
Carnegie Investment Counsel increased their investment in Vanguard Tax-Exempt Bond ETF (VTEB) by 3.3% during the third quarter, adding an additional 11,453 shares to reach a total of 361,706 shares....
Osaic Holdings Inc. reduced its stake in Simplify Treasury Option Income ETF (NYSEARCA:BUCK) by 47.3% during the second quarter, selling 113,099 shares and retaining ownership of 125,943 shares....
Osaic Holdings Inc. increased its holdings in Lamb Weston's (NYSE: LW) stock by 77.2% during the second quarter through an additional purchase of 25,095 shares, bringing its total ownership to 57,590 ...
Osaic Holdings Inc. increased its stake in Insulet Corporation (NASDAQ:PODD) by purchasing an additional 5,309 shares during the second quarter, resulting in a total holding of 8,781 shares....
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
In the second quarter of this year, Osaic Holdings Inc increased its holdings in TransMedics Group (TMDX) by purchasing an additional 6,899 shares, bringing its total ownership to 21,116 shares....
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
Osaic Holdings Inc. reported an increase of its holdings in the Goldman Sachs NASDAQ 100 Core Premium Income ETF (GPIQ) by 23.6% during the second quarter, according to a recent SEC filing....
In the second quarter, Osaic Holdings Inc. increased its holdings of iShares Global Healthcare ETF (IXJ) by 27.7%, adding 7,014 shares to reach a total of 32,370 shares valued at $2.79 million....
Osaic Holdings Inc. increased its holdings of AdvisorShares Q Dynamic Growth ETF (NYSEARCA:QPX) by 19.4% in the second quarter by purchasing an additional 11,435 shares to reach a total of 70,474 shar...
Osaic Holdings Inc reduced its stake in Baker Hughes Company by 16.9% during the second quarter, resulting in ownership of 75,326 shares after selling off 15,269 shares....
Osaic Holdings Inc. reduced its holdings in iShares New York Muni Bond ETF (NYSEARCA:NYF) by 38.9% during the second quarter, selling 33,615 shares and retaining 52,781 shares....
Osaic Holdings Inc. reduced its holdings of the SPDR S&P Homebuilders ETF (XHB) in Q2, shedding 7,187 shares to own 29,199 shares with a value of approximately $3 million post-sale....
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Osaic Holdings Inc. increased its shareholding in Goldman Sachs Hedge Industry VIP ETF (GVIP) by purchasing an additional 5,321 shares during the second quarter, increasing its total holdings to 20,27...
Carnegie Investment Counsel increased its holdings in Reddit Inc. by purchasing an additional 13,811 shares during the third quarter, bringing its total ownership to 158,497 shares....
During the 3rd quarter, Carnegie Investment Counsel boosted its holdings within the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) by 184,389 shares, reflecting an increase of 11.5%. As per the ...
Carnegie Investment Counsel increased its stake in Zoetis Inc. by 6.8% during the third quarter, adding 21,563 shares to its holdings, which now total 340,532 shares valued at $49.83 million....
A stock analysis comparing Lesaka Technologies and XChange TEC.INC., two small-cap business services companies, focusing on metrics such as profitability, earnings, analyst recommendations, dividends,...
A comparative analysis of small-cap finance companies Runway Growth Finance (RWAY) and SLR Investment (SLRC) is presented, focusing on aspects such as valuation, analyst recommendations, dividends, pr...
Friedenthal Financial has acquired a new position in Exxon Mobil Corporation by purchasing 8,145 shares valued at approximately $918,000 during the third quarter. This information was disclosed in the...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in JPMorgan Chase & Co by 16.4% during the third quarter, selling 3,177 shares and retaining a total of 16,163 shares....
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
Connective Portfolio Management LLC purchased 24,500 shares of Legend Biotech Corporation Sponsored ADR (NASDAQ: LEGN) during the third quarter. The total investment is valued at around $805,000....
In the third quarter, Fulton Breakefield Broenniman LLC increased its stock holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 1.9%, adding 7,345 shares to reach a total of 384,827 sh...
Eagle Capital Management LLC has initiated an investment in the Vanguard Ultra-Short Bond ETF (symbol: VUSB) during the third quarter. The firm bought a total of 370,973 shares worth around $18,547,00...
Comprehensive Financial Consultants Institutional Inc. reduced its stake in Johnson Controls International plc (NYSE:JCI) during the third quarter of 2021, selling 6,040 shares to hold 48,627 shares a...
Comprehensive Financial Consultants Institutional Inc. increased its holdings in First Trust Growth Strength ETF (NASDAQ: FTGS) by 65.8% during the third quarter, adding 30,859 shares to reach a total...
During the third quarter, Comprehensive Financial Consultants Institutional Inc decreased its holdings of Pacer US Cash Cows 100 ETF (BATS:COWZ) by selling 16,640 shares, reducing their position to 27...
In the third quarter, Fulton Breakefield Broenniman LLC increased its holdings in Vanguard Dividend Appreciation ETF (VIG) by purchasing an additional 4,878 shares. The firm's stake now amounts to a t...
Fulton Breakefield Broenniman LLC increased its holdings in the Vanguard FTSE Developed Markets ETF (VEA) by 5.9% during the third quarter, adding an additional 45,115 shares, according to a recent SE...
Fulton Breakefield Broenniman LLC reduced its stake in Church & Dwight Co., Inc. (NYSE: CHD) during the third quarter, selling 40,322 shares and holding 111,370 shares afterward....
During the third quarter, Fulton Breakefield Broenniman LLC increased its stake in Invesco QQQ (QQQ) by purchasing an additional 1,508 shares, bringing its total holdings to 11,607 shares....
Eagle Capital Management LLC has purchased 3,340 shares of VanEck Semiconductor ETF (SMH) during the third quarter, with a total value of approximately $1,090,000....
Fulton Breakefield Broenniman LLC increased its holdings in SAP SE by acquiring 35,478 shares valued at approximately $9,480,000 during the third quarter of the year, as reported to the Securities and...
Short interest in AquaBounty Technologies Inc (NASDAQ:AQB) declined by 48.8% from November 30th to December 15th, reducing the total short interest to 11,813 shares, which is now 0.3% of its shares ou...
The stock price of ZKH Group Limited Unsponsored ADR (NYSE:ZKH) reached a new 52-week high on Saturday with the share price hitting $3.90 and closing at $3.6850, marking it an increase from its previo...
In the third quarter, Burney Co. increased its holdings in McDonald’s Corporation (NYSE:MCD) by 95.7%, raising its ownership from previous levels to a total of 39,575 shares post-acquisition of an add...