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2026-01-19 13:08 UTC
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Mark David Brazeal Sells 38,281 Shares of Broadcom (NASDAQ:AVGO) Stock
Broadcom insider Mark David Brazeal sold 38,281 shares on December 17th at $327.65 per share, totaling approximately $12.54 million. Post-sale, he owns 266,494 shares....
Danaher Corporation $DHR Holdings Lowered by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA reduced its shareholding in Danaher Corporation by 54.1% during the third quarter, through selling 7,845 shares and retaining ownership of 6,659 shares as per SEC filing....
CHICAGO TRUST Co NA Trims Stock Holdings in Ecolab Inc. $ECL
CHICAGO TRUST Co NA decreased its stock holdings in Ecolab Inc. (ECL) by 33.5% during the third quarter, selling off 3,345 shares and retaining a position of 6,650 shares....
Thrivent Financial for Lutherans Sells 42,804 Shares of AAR Corp. $AIR
Thrivent Financial for Lutherans reduced its stake in aerospace company AAR Corp by 41.0% during the second quarter, selling 42,804 shares and retaining a total ownership of 61,639 shares according to...
Fairvoy Private Wealth LLC Purchases 1,770 Shares of Invesco QQQ $QQQ
Fairvoy Private Wealth LLC increased its investment in the ETF Invesco QQQ by buying an additional 1,770 shares, raising their total holdings to 10,349 shares as per recent filing with SEC....
Charles Schwab Trust Co Has $3.94 Million Stock Holdings in Abbott Laboratories $ABT
Charles Schwab Trust Co increased its stock holdings in Abbott Laboratories (ABT) by 109.8% in the third quarter, according to a recent filing with the Securities and Exchange Commission. The firm now...
iShares Core U.S. REIT ETF $USRT Shares Bought by Cornerstone Management Inc.
Cornerstone Management Inc. increased its holdings of iShares Core U.S. REIT ETF (NYSEARCA: USRT) in the third quarter by purchasing an additional 20,449 shares, bringing total ownership to 147,076 sh...
Financial Connections Group Inc. Has $15.31 Million Position in Vanguard Growth ETF $VUG
Financial Connections Group Inc. reduced its holdings of Vanguard Growth ETF by 7.2% during the third quarter, ending with ownership of 31,920 shares after selling 2,489 shares. The investment is deta...
Douglas Lane & Associates LLC Sells 19,755 Shares of QUALCOMM Incorporated $QCOM
During the third quarter, Douglas Lane & Associates LLC sold 19,755 shares of QUALCOMM Incorporated, reducing its holdings to 1,005,731 shares....
John Bicket Sells 33,939 Shares of Samsara (NYSE:IOT) Stock
John Bicket, an insider at Samsara Inc., sold 33,939 shares on December 18th. The sale was made at an average price of $38.75 per share, totalling approximately $1.32 million. Following this transacti...
Corsicana & Co. Invests $1.47 Million in Procter & Gamble Company (The) $PG
Corsicana & Co., an investment firm, has newly acquired 9,579 shares of Procter & Gamble Company (PG) worth approximately $1.47 million during the third quarter as reported in a recent SEC filing....
Fifth Third Securities Inc. Has $20.65 Million Stake in Vanguard FTSE Developed Markets ETF $VEA
During the third quarter, Fifth Third Securities Inc. increased its holdings of Vanguard FTSE Developed Markets ETF (VEA) by 14.4%, purchasing an additional 43,306 shares to hold a total of 344,626 sh...
Fifth Third Securities Inc. Buys 61,122 Shares of iShares Gold Trust $IAU
During the third quarter, Fifth Third Securities Inc. increased its holdings in iShares Gold Trust (IAU) by 24.5%, adding another 61,122 shares to a total holding of 310,645 shares....
Fifth Third Securities Inc. Boosts Stock Position in Vanguard Mega Cap Growth ETF $MGK
In the third quarter, Fifth Third Securities Inc. increased its holdings of Vanguard Mega Cap Growth ETF (symbol MGK) by 110.8%, adding 5,408 shares to bring its total ownership to 10,289 shares....
Fifth Third Securities Inc. Reduces Holdings in First Trust Rising Dividend Achievers ETF $RDVY
Fifth Third Securities Inc. decreased its holdings of First Trust Rising Dividend Achievers ETF (RDVY) by 43.6% during the third quarter, according to a recent SEC filing....
Diversified Enterprises LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Diversified Enterprises LLC increased its holdings in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 8.2% during the third quarter, adding 12,995 shares to reach a total of 171,245 shares...
Fifth Third Securities Inc. Acquires 31,448 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Fifth Third Securities Inc. increased its holdings in the iShares Core U.S. Aggregate Bond ETF (AGG) by purchasing an additional 31,448 shares during the third quarter, bringing its total ownership to...
CHICAGO TRUST Co NA Has $2.09 Million Stake in AppLovin Corporation $APP
CHICAGO TRUST Co NA increased its holdings in AppLovin Corporation by 356% during the third quarter, purchasing an additional 2,271 shares to own a total of 2,909 shares....
Fifth Third Securities Inc. Has $5.64 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ
Fifth Third Securities Inc.'s third-quarter 13F filing revealed a 35.6% increase in its holdings of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ). The firm now holds 240,270 shares after an increment...
Congress Asset Management Co. Lowers Stake in Palo Alto Networks, Inc. $PANW
Congress Asset Management Co. reduced its holdings in Palo Alto Networks Inc. by 0.7% during the third quarter, selling off 3,782 shares to hold a total of 557,114 shares....
Royal Bank Of Canada $RY Shares Bought by Osaic Holdings Inc.
Osaic Holdings Inc. increased its stake in Royal Bank of Canada by 104.6% during the second quarter, owning a total of 75,866 shares after purchasing an additional 38,794 shares....
Seagate Technology Holdings PLC $STX Position Increased by Osaic Holdings Inc.
Osaic Holdings Inc increased its holdings of Seagate Technology Holdings PLC (STX) stock by 59.3% in the second quarter, acquiring an additional number of shares. The updated portfolio now includes a ...
Orion Porfolio Solutions LLC Has $1.77 Million Stake in iShares Fallen Angels USD Bond ETF $FALN
Orion Portfolio Solutions LLC increased its stake in iShares Fallen Angels USD Bond ETF by 102.6% during the second quarter of this year, acquiring an additional 33,082 shares and therefore holding a ...
Osaic Holdings Inc. Purchases 33,033 Shares of Fidelity MSCI Consumer Discretionary Index ETF $FDIS
Osaic Holdings Inc. increased its holdings in the Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA: FDIS) by purchasing an additional 33,033 shares in the second quarter. This represents a 48....
ARK Next Generation Internet ETF $ARKW Shares Acquired by Osaic Holdings Inc.
Osaic Holdings Inc. increased its holdings of ARK Next Generation Internet ETF (NYSEARCA:ARKW) in the second quarter of 2023, raising its stock count to 63,826 shares after a purchase of an additional...
Innovator U.S. Equity Ultra Buffer ETF – January $UJAN Shares Bought by Orion Porfolio Solutions LLC
Orion Portfolio Solutions LLC increased its holdings of the Innovator U.S. Equity Ultra Buffer ETF - January (BATS:UJAN) by 135.6% in Q2, according to filings with the SEC....
Osaic Holdings Inc. Has $9.86 Million Holdings in Cincinnati Financial Corporation $CINF
In the second quarter, Osaic Holdings Inc increased its holdings of Cincinnati Financial Corporation (NASDAQ:CINF) stock by 120.1% through additional purchases totaling 36,250 shares, resulting in an ...
Regeneron Pharmaceuticals, Inc. $REGN Stock Holdings Lifted by Osaic Holdings Inc.
Osaic Holdings Inc. increased its holdings in Regeneron Pharmaceuticals (NASDAQ: REGN) by purchasing an additional 6,073 shares during the second quarter, resulting in a total of 17,068 shares held as...
Osaic Holdings Inc. Grows Position in Diamondback Energy, Inc. $FANG
Osaic Holdings Inc. increased its investment in Diamondback Energy (NASDAQ:FANG) by 36.7% during the second quarter through additional purchases of shares, reaching a total ownership of 71,776 shares....
Orion Porfolio Solutions LLC Acquires 26,025 Shares of Innovator U.S. Equity Ultra Buffer ETF – July $UJUL
Orion Portfolio Solutions LLC increased its holdings of Innovator U.S. Equity Ultra Buffer ETF - July (BATS:UJUL) by 144.9% in the second quarter, according to SEC filing. The firm's ownership now inc...
Osaic Holdings Inc. Acquires 4,871 Shares of Constellation Brands Inc $STZ
Osaic Holdings Inc increased its holdings in Constellation Brands Inc by 9.3% during the second quarter through the acquisition of an additional 4,871 shares, bringing their total ownership to 57,047 ...
Osaic Holdings Inc. Has $10.24 Million Stock Holdings in Amphenol Corporation $APH
Osaic Holdings Inc. increased its shareholding in Amphenol Corporation by 10.5% during the second quarter, reaching a total of 103,716 shares following an additional purchase of 9,879 shares....
Orion Porfolio Solutions LLC Increases Position in Dimensional Emerging Markets Value ETF $DFEV
Orion Portfolio Solutions LLC increased its holdings of Dimensional Emerging Markets Value ETF (DFEV) by 567.1% during the second quarter, acquiring an additional 48,402 shares to total 56,937 shares....
Osaic Holdings Inc. Buys 9,574 Shares of Darden Restaurants, Inc. $DRI
Osaic Holdings Inc. increased its ownership in Darden Restaurants by acquiring an additional 9,574 shares during the second quarter, resulting in a total holding of 42,723 shares and a stake increase ...
Osaic Holdings Inc. Purchases 31,393 Shares of Innovator U.S. Equity Buffer ETF – February $BFEB
Osaic Holdings Inc increased its holdings of Innovator U.S. Equity Buffer ETF – February (BATS:BFEB) by 31,393 shares during the second quarter, bringing the total ownership to 219,553 shares....
Osaic Holdings Inc. Lowers Holdings in Schwab U.S. Mid-Cap ETF $SCHM
Osaic Holdings Inc. reduced its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 9.3% during the second quarter, trading out 35,962 shares to own a total of 351,018 shares following the transact...
Osaic Holdings Inc. Grows Stock Position in iShares U.S. Consumer Staples ETF $IYK
Osaic Holdings Inc. increased its holdings in the iShares U.S. Consumer Staples ETF (NYSEARCA:IYK) by 9.5% during the second quarter of 2023, purchasing an additional 11,891 shares to own a total of 1...
Orion Porfolio Solutions LLC Buys New Stake in Direxion Daily Semiconductors Bull 3x Shares $SOXL
Orion Portfolio Solutions LLC has purchased a new position of 65,992 shares in Direxion Daily Semiconductors Bull 3x (NYSEARCA: SOXL), worth approximately $1,657,000, during the second quarter. This p...
Squarepoint Ops LLC Sells 131,311 Shares of United Microelectronics Corporation $UMC
Squarepoint Ops LLC decreased its ownership of United Microelectronics Corporation shares by selling 131,311 shares in the second quarter. This move reduced their shareholding to 148,637 shares....
Interactive Brokers Group, Inc. $IBKR Shares Purchased by Orion Porfolio Solutions LLC
Orion Portfolio Solutions LLC increased its holdings of Interactive Brokers Group, Inc., (NASDAQ:IBKR) by 537.1% in the second quarter through acquiring an additional 29,982 shares, bringing the total...
Orion Porfolio Solutions LLC Raises Stock Holdings in Triple Flag Precious Metals Corp. $TFPM
Orion Portfolio Solutions LLC increased its holdings of Triple Flag Precious Metals Corp's (TFPM) shares by 215.1% during the second quarter. The firm now owns 81,856 shares after purchasing an additi...
Squarepoint Ops LLC Takes $1.14 Million Position in Rayonier Inc. $RYN
Squarepoint Ops LLC has acquired a new stake worth approximately $1.14 million in Rayonier Inc., comprising 51,564 shares of the company's stock during the second quarter as reported to the Securities...
Orion Porfolio Solutions LLC Increases Stock Position in Docusign Inc. $DOCU
Orion Portfolio Solutions LLC increased its holdings in Docusign Inc. by 50.8% during the second quarter, bringing its total ownership to 23,832 shares as per a recent filing with the SEC....
Squarepoint Ops LLC Sells 34,412 Shares of PDF Solutions, Inc. $PDFS
Squarepoint Ops LLC reduced its holdings of PDF Solutions, Inc stock by 39.3% in the second quarter after selling 34,412 shares, leaving it with 53,174 shares....
Atmos Energy Corporation $ATO Shares Purchased by Orion Porfolio Solutions LLC
During the second quarter, Orion Portfolio Solutions LLC significantly increased its holding in Atmos Energy Corp (ATO) by acquiring an additional 3,951 shares, bringing its total to 12,560 shares....
Orion Porfolio Solutions LLC Raises Position in MKS Inc. $MKSI
Orion Portfolio Solutions LLC increased its holdings in MKS Inc. by 35.1% during the second quarter, as reported in their latest Form 13F filing with the SEC. The firm now owns 17,968 shares of MKS In...
Federal Signal Corporation $FSS Shares Bought by Orion Porfolio Solutions LLC
Orion Portfolio Solutions LLC increased its stake in Federal Signal Corporation (NYSE:FSS) shares by 34.6% during the second quarter as reported in its latest filing with the SEC. The firm now holds 1...
Orion Porfolio Solutions LLC Sells 16,013 Shares of Fidelity MSCI Communication Services Index ETF $FCOM
Orion Portfolio Solutions LLC sold 16,013 shares of the Fidelity MSCI Communication Services Index ETF (FCOM) in the second quarter, reducing its position by 34.5%. After these sales, Orion holds 30,4...
Thrivent Financial for Lutherans Grows Position in Curbline Properties Corp. $CURB
Thrivent Financial for Lutherans has increased its holdings in Curbline Properties Corp by 36.2% in the second quarter, as reported in its latest SEC filing. Thrivent now owns 182,385 shares of Curbli...
Thrivent Financial for Lutherans Raises Stock Holdings in Paychex, Inc. $PAYX
Thrivent Financial for Lutherans increased its holdings in Paychex Inc. by 32.8% in the second quarter, adding 6,971 shares to reach a total of 28,251 shares....
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