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11336 articles • Page 211 of 227
SoundView Advisors Inc. increased its holdings of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 20.1% in the third quarter, acquiring an additional 21,345 shares to total ownership of 127,462 shares....
Perpetual Ltd increased its stake in Advanced Micro Devices Inc. by 294.3% during the third quarter, as reported in its latest 13F filing with the SEC. The institutional investor purchased an addition...
In the third quarter, Hixon Zuercher LLC increased its holdings in Goldman Sachs ActiveBeta US Large Cap Equity ETF (Ticker: GSLC) by 8.8%, reaching a total of 92,543 shares after purchasing additiona...
Signal Advisors Wealth LLC reduced its shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY) by 73.5% during the third quarter, according to their latest filing with the SEC....
Louisbourg Investments Inc. decreased its stake in Alphabet Inc. in the third quarter of 2023 by selling 2,640 shares, reducing its ownership to 47,788 shares which constitutes 2.3% of their portfolio...
Capital Insight Partners LLC reduced its holding in iShares National Muni Bond ETF (MUB) by 42.9% during the third quarter, according to a recent SEC filing....
During the third quarter, Exchange Traded Concepts LLC increased its holdings of Deere & Company by 118.5%, adding 32,937 shares to arrive at a total holding of 60,731 shares....
Exchange Traded Concepts LLC increased its holdings in Oklo Inc. (NYSE:OKLO) during the 3rd quarter by acquiring an additional 11,968 shares, raising its total ownership to 210,773 shares....
Chan Lee, an insider at Ambarella Inc., conducted a stock sale of 2,406 shares on December 17th, selling each share for an average price of $71.82, totaling $172,798.92. After this transaction, Mr. Le...
Exchange Traded Concepts LLC increased its holdings in Vanguard Growth ETF by purchasing an additional 64,627 shares during the third quarter. As a result, they now own 163,492 shares of VUG....
Chi-Hong Ju, Vice President at Ambarella Inc., sold 1,342 shares on December 17th at an average price of $71.82 per share, amounting to a total transaction value of $96,382.44....
Exchange Traded Concepts LLC increased its stake in Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter by acquiring an additional 189,910 shares, bringing its total holdings to 514...
NatWest Group plc increased its stake in NVIDIA Corporation by 45.6% in the third quarter as per their latest SEC filing. The holding now includes 167,458 shares of NVIDIA stock....
Sound Income Strategies LLC significantly increased its holding in Schwab US Dividend Equity ETF (SCHD) during the third quarter, increasing by 432.1% to a total of 33,089 shares due to an addition of...
Orrstown Financial Services Inc. increased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by an additional 17,914 shares during the third quarter, raising their total ownership to 151,239 sh...
Foster Victor Wealth Advisors LLC increased its stake in Walmart Inc. by 6.5% during the third quarter through an additional purchase of 8,684 shares, bringing their total holdings to 142,630 shares....
Red Door Wealth Management LLC reduced its stake in Marsh & McLennan Companies Inc. by 80.3% during the third quarter. After selling 4,543 shares, Red Door now holds 1,113 shares valued at approximate...
In the third quarter, Sound Income Strategies LLC acquired 47,918 shares of Archer Daniels Midland Company (NYSE: ADM), totaling approximately $2.938 million, according to the company's latest filing ...
During the third quarter, RDA Financial Network reduced its holdings of NVIDIA Corporation (NASDAQ:NVDA) by 3.8%, selling off 3,511 shares and retaining a total of 89,339 shares valued at approximatel...
Sound Income Strategies LLC reduced its Walmart Inc. (NASDAQ: WMT) shareholding by 15.9% in the third quarter, selling 4,620 shares and now owning 24,388 shares....
Sarasin & Partners LLP reduced its holdings in Costco Wholesale Corporation by selling 3,382 shares in the third quarter, resulting in ownership of 234,455 shares. This sale represents a decrease of 1...
Sound Income Strategies LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 2,646 shares during the third quarter. The investment firm now owns a total of 11,725 s...
Fiduciary Alliance LLC decreased its holdings of NVIDIA Corporation's stock by 1.6% in the third quarter, reducing its ownership to 204,546 shares after selling 3,236 shares....
Richard P Slaughter Associates Inc reduced its holding of JPMorgan Chase & Co. stocks by 43.6% in the third quarter, disposing of 5,816 shares to retain ownership of 7,528 shares as per their latest r...
Trust Point Inc. has recently increased its investment in The Bank of New York Mellon Corporation (BK) by purchasing 5,085 shares valued at about $554,000 during the third quarter as disclosed in thei...
Brighton Jones LLC sold 193,348 shares of Samsara Inc., reducing its holdings by 66.4% during the third quarter to 97,654 shares....
During the third quarter, Cherrydale Wealth Management LLC increased its position in Vanguard Total Stock Market ETF (VTI) by 3.5%. The firm's ownership of VTI shares grew to 267,449 after acquiring a...
In the third quarter, Cherrydale Wealth Management LLC increased its holdings in Dimensional World ex US Core Equity 2 ETF (NYSEARCA: DFAX) by acquiring an additional 27,631 shares to reach a total of...
The Texas Permanent School Fund Corporation decreased its shareholding in Frontdoor Inc., reducing the position by 33.2% through a sale of 16,537 shares during the second quarter....
The Texas Permanent School Fund Corp decreased its shareholding in Occidental Petroleum Corporation by 31.4% during the second quarter of this year, as disclosed in a recent 13F filing with the SEC....
Matthew Forstenhausler, a director at Sound Point Meridian Capital Inc., purchased 1,000 shares on December 19th for an average price of $13.60 per share, totaling $13,600. This transaction increased ...
Osaic Holdings Inc. significantly increased its stake in O'Reilly Automotive by 1,833.5% in the second quarter. This resulted in ownership of 87,645 shares and an additional purchase of 83,112 shares....
Seven analysts covering LXP Industrial Trust have given an average recommendation of 'Moderate Buy', with three rating the stock as 'Hold' and four recommending a 'Buy'. The average one-year price tar...
Orion Portfolio Solutions LLC increased its investment in Wabtec by 68.3% during the second quarter of 2023, purchasing an additional 2,927 shares to hold a total of 7,213 shares valued at $1.51 milli...
Osaic Holdings Inc increased its stock position in Agilent Technologies (NYSE:A) by purchasing an additional 17,817 shares, bringing the total holdings to 68,053 shares or a 35.5% increase from the pr...
Trust Point Inc has increased its stake in Badger Meter by acquiring 3,575 shares valued at approximately $638,000 during the third quarter. This information is based on a Form 13F filing with the SEC...
Red Door Wealth Management LLC reduced its ownership of The Home Depot Inc. (NYSE:HD) by selling 1,799 shares in the third quarter, resulting in a total holding of 30,650 shares as reported to the SEC...
Trust Point Inc. decreased its holdings of Eli Lilly and Company (NYSE:LLY) by 23.5% in the third quarter, selling 818 shares to retain ownership of 2,658 shares....
Perpetual Ltd acquired a new position in Dell Technologies Inc. during the third quarter. The purchase included 5,604 shares, worth approximately $794,000. This move is noted alongside similar activit...
During the third quarter, Perpetual Ltd reduced its holdings in Stride, Inc. (NYSE:LRN) by selling 15,840 shares, leaving it with 6,740 shares valued at an undisclosed amount....
Perpetual Ltd has bought 6,131 shares worth approximately $503,000 in Corning Inc during the third quarter. This follows a trend with other institutional investors and hedge funds buying into the elec...
In the third quarter, Perpetual Ltd purchased 4,977 shares of Sandisk Corporation worth approximately $558,000. This new position is reported in filings with the SEC....
During the third quarter, Perpetual Ltd increased its holding in RTX Corporation (NYSE:RTX) by acquiring an additional 2,937 shares, boosting its total holdings to 5,310 shares valued at $889,000....
CCM Investment Advisers LLC has acquired 49,757 shares of Oracle Corporation stock during the third quarter, with a total value of approximately $13.994 million....
During the third quarter, Perpetual Ltd increased its holdings in Visa Inc. (NYSE:V) by acquiring an additional 1,729 shares, marking a 78.3% increase from previous levels. The fund now holds 3,937 sh...
Perpetual Ltd acquired 4,540 shares of Texas Instruments Incorporated during the third quarter, worth approximately $834,000. The company disclosed this information in its latest report to the SEC....
During the third quarter, Signal Advisors Wealth LLC reduced its holdings in the iShares Silver Trust ETF by selling 10,950 shares. The firm now owns 7,690 shares....
Perpetual Ltd has acquired a new position of 30,451 shares in Devon Energy Corp during the third quarter, valued at approximately $1,068,000....
In the third quarter, Perpetual Ltd acquired a new position in Dollar General Corporation, purchasing 9,197 shares with an approximate value of $951,000. This move was disclosed in filings to the SEC....
Matauro LLC acquired 6,398 shares of Oracle Corporation stock valued at approximately $1,799,000 during the third quarter of the year. This purchase is detailed in its latest Form 13F filing with the ...