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11773 articles • Page 229 of 236
Farther Finance Advisors LLC increased its holdings of the Vanguard FTSE Emerging Markets ETF by 21.7% in the third quarter, as per recent filings with the SEC. The firm now holds a total of 271,939 s...
Charles Schwab Trust Co reduced its holdings of Exxon Mobil Corporation (NYSE:XOM) by selling 4,907 shares in the third quarter, resulting in an ownership total of 27,723 shares....
Exchange Traded Concepts LLC increased its holdings in the iShares Core S&P 500 ETF (IVV) by 124.9% during the third quarter, adding an additional 13,217 shares and reaching a total of 23,800 shares v...
In the third quarter, Confluence Investment Management LLC reduced its holdings of Expeditors International of Washington stock by 2.4%, selling 4,311 shares to retain ownership of 177,080 shares....
Clarius Group LLC decreased its holdings in Eli Lilly and Company by selling 3,308 shares in the third quarter, reducing its stake to 5,639 shares as per their latest SEC filing....
Confluence Investment Management LLC decreased its holdings of Southern Company's stock by 1.9% in the third quarter, after selling 30,028 shares, reducing its total holding to 1,549,426 shares....
Representative Dwight Evans from Pennsylvania recently disclosed that he sold shares worth between $1,001 and $15,000 in Microsoft Corporation stock through his 'PERSHING LLC' account on November 21st...
Signal Advisors Wealth LLC increased its holdings in Visa Inc. by 29.6% during the third quarter by purchasing an additional 8,222 shares, bringing the total to 36,028 shares....
Sound Income Strategies LLC decreased its holdings in Southern Company by selling 7,846 shares in the third quarter, resulting in an ownership of 3,273 shares....
Harbour Capital Advisors LLC decreased its stock holdings in JPMorgan Chase & Co. by 9.4% during the third quarter of 2023, selling 4,400 shares and retaining a total ownership of 42,602 shares as per...
Foster Victor Wealth Advisors LLC increased its holdings of Johnson & Johnson stock by 3.4% during the third quarter, acquiring an additional 2,997 shares to reach a total of 90,706 shares....
Brighton Jones LLC increased its holdings in Merck & Co., Inc.'s shares by acquiring an additional 20,086 shares during the third quarter, raising its total holding to 72,969 shares....
In the third quarter, Clarity Financial LLC increased its holdings in Eli Lilly and Company by purchasing an additional 969 shares, raising their total ownership to 37,674 shares. This represents a gr...
Perpetual Ltd reduced its holdings in Autolus Therapeutics PLC (ADR) by 42% during the third quarter of 2023. The fund now holds approximately 0.18% ownership with 481,081 shares post a sale of 348,00...
During the third quarter, Perpetual Ltd decreased its stake in Afya Limited (NASDAQ:AFYA) by selling 84,892 shares. This reduction leaves it with ownership of 66,288 shares....
CCM Investment Advisers LLC increased its stock holdings in The Home Depot Inc. from the second quarter with a purchase of an additional 2,527 shares, bringing their total holding to 55,909 shares wor...
Evanson Asset Management LLC increased its shareholding in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 5,060 shares during the third quarter, as reported to the SEC. The firm now holds ...
Signal Advisors Wealth LLC increased its shareholding in Exxon Mobil Corporation by purchasing an additional 9,980 shares during the third quarter. After this purchase, they own a total of 42,287 shar...
Squarepoint Ops LLC increased its holdings of Hess Midstream Partners LP by 362.1% in the second quarter to a total of 28,334 shares due to additional purchases of 22,202 shares....
Breakthru Advisory Services LLC purchased 3,961 shares of Broadcom Inc., valued approximately $1,307,000 during the third quarter of the year. This acquisition makes up about 0.9% of Breakthru’s portf...
Rebecca Sandberg, an insider at Two Harbors Investments Corp (NYSE:TWO), sold 27,370 shares on December 19th for a total of $312,839.10. The transaction was executed at an average price of $11.43 per ...
Fifth Third Securities Inc. reduced its holdings in VanEck Semiconductor ETF (SMH) by selling 2,080 shares during the third quarter, decreasing its ownership to 47,782 shares as per a recently filed r...
Osaic Holdings Inc. increased its stake in Citizens Financial Group (CFG) by 515.8% during the second quarter, as per its SEC filing. The firm's holdings now total 219,090 shares after adding an addit...
Osaic Holdings Inc. Has $9.14 Million Stake in BlackRock Enhanced Capital and Income Fund, Inc. $CII
Osaic Holdings Inc. has raised its stake in BlackRock Enhanced Capital and Income Fund (NYSE:CII) by 9.6% during the second quarter of this year, as per recent filings with the Securities & Exchange C...
Osaic Holdings Inc. reduced its holdings of iShares Morningstar Growth ETF (ILCG) by 16,401 shares or 13.3% in the second quarter, resulting in a stake of 107,243 shares valued at $10.39 million....
Thrivent Financial for Lutherans announced the purchase of a new position in Invesco BulletShares 2027 Corporate Bond ETF during the second quarter. The acquisition includes 200,699 shares valued at a...
Squarepoint Ops LLC reduced its holdings of the iShares Russell 2000 Value ETF by 77.3% during the second quarter, decreasing their holding from 37,032 shares to 8,392 shares following the sale of 28,...
Dynamic Advisor Solutions LLC increased its holdings of iShares MSCI EAFE ETF (NYSEARCA:EFA) during the third quarter by purchasing an additional 5,638 shares. This represents a rise of 20.2%. The tot...
Bartlett & CO. Wealth Management LLC reduced its holdings of Vanguard Small-Cap Value ETF (NYSEARCA: VBR) by 3.4% during the third quarter, selling shares to now own 68,260 units according to their la...
Central Bank & Trust Co. has acquired a new stake in Micron Technology Inc. during the third quarter by purchasing 4,614 shares worth around $772,000....
Patrick Industries CEO Andy Nemeth sold 25,000 shares on December 16th at an average price of $115.00 per share, resulting in a total transaction value of $2,875,000. After this sale, Nemeth owned a t...
The Pension Protection Fund has acquired 4,200 shares of EPAM Systems (NYSE:EPAM) valued at approximately $633,000 during the third quarter. This is according to their latest disclosure with the SEC....
Dynamic Advisor Solutions LLC reduced its holdings of T. Rowe Price Equity Income ETF (NYSEARCA: TEQI) during the third quarter, selling 19,302 shares and holding a total of 79,742 shares post-sale....
Dynamic Advisor Solutions LLC decreased its holding in Capital Group Growth ETF (CGGR) by selling 12,703 shares during the third quarter, reducing its total holdings to 75,970 shares....
Krispy Kreme plans to sell its Japanese operations to Unison Capital during the January-March quarter of 2026. The proceeds from the sale will be used to pay off debt....
Joe DePinto, CEO of 7-Eleven USA for two decades, is retiring at the end of this month. During his tenure, he led the company's significant expansion by acquiring Speedway and Sunoco gasoline stations...
The US military has decided to cease live animal use in medic training due to advancements in simulation technology that replicate battlefield injuries more accurately....
During the third quarter, Dynamic Advisor Solutions LLC reduced its holdings in SPDR Gold Shares (NYSEARCA:GLD) by selling 3,473 shares, decreasing their position by 4.3%. The institutional investor n...
Eclectic Associates Inc. ADV increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA: VTES) by acquiring an additional 5,098 shares during the third quarter, boosting the total to ...
Canandaigua National Bank & Trust Co. lowered its shareholding in JPMorgan Chase & Co. by 2.3% during the third quarter, selling off 2,020 shares and holding 86,984 shares post-sale as per their filin...
Fermata Advisors LLC increased its holdings of Schwab Intermediate-Term U.S. Treasury ETF (SCHR) by 52.3% in the third quarter, adding 40,703 shares to reach a total of 118,472 shares....
Eclectic Associates Inc. ADV increased its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX) by acquiring an additional 67,942 shares during the third quarter, raising its total share co...
QNB Corp's (OTCMKTS:QNBC) stock price dropped below its 200-day moving average during trading on Thursday, hitting a low of $34.70 compared to the 200-day average of $34.84. The share volume for this ...
The share price of Western Asset High Income Opportunity Fund Inc., listed on NYSE as HIO, dipped below its 200-day moving average during trading Thursday. The stock's lowest point was $3.72 while the...
On Thursday, Marine Petroleum Trust's stock price dropped below its 200-day moving average of $4.57 to a low of $4.30 per share. The closing trade was also at $4.30 with around 52,692 shares traded....
The Czech National Bank increased its holdings of Digital Realty Trust Inc (NYSE: DLR) by purchasing an additional 4,038 shares during the third quarter, raising its total share count to 81,422....
John Prann, Jr., a director at CoreCivic Inc. (NYSE:CXW), sold 8,000 shares on May 19th for an average price of $22.52 per share, totaling approximately $180,160. After the transaction, he retained ow...
Burney Co. has acquired 84,575 shares of Uber Technologies Inc. stock valued at about $8,286,000 during the third quarter, as recently disclosed to the Securities & Exchange Commission....
On Tuesday, Zenas BioPharma's stock hit a new 52-week high, trading as high as $42.99 and closing at $42.33 with 727,990 shares exchanged. Analysts have positive forecasts for the company....
A social media post by the U.S. embassy in Kuala Lumpur featuring a satellite image of lightning over Malaysia triggered local humor as users joked about the country's lack of oil resources compared t...