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2026-01-18 23:06 UTC
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Barrick Mining Corporation $B Holdings Raised by Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC increased its holding in Barrick Mining Corporation by 86.6% during the third quarter. The firm's ownership now includes 66,652 shares of Barrick Mining following an ...
Kathy Warden Sells 3,000 Shares of Northrop Grumman (NYSE:NOC) Stock
Northrop Grumman CEO Kathy Warden sold 3,000 shares on January 6th at an average price of $615 per share, totaling $1.845 million. After this transaction, Warden now owns 191,602 shares....
Evolution Wealth Management Inc. Has $1.12 Million Stock Position in Simplify Aggregate Bond ETF $AGGH
Evolution Wealth Management Inc significantly increased its holdings of Simplify Aggregate Bond ETF (AGGH) during the third quarter, raising its stock position by 286.2% to 53,980 shares with an addit...
UnitedHealth Group Incorporated $UNH Stock Holdings Reduced by Duncker Streett & Co. Inc.
Duncker Streett & Co. Inc. reduced its holdings of UnitedHealth Group Incorporated's stocks by 75.9% in Q3, as reported to the SEC. The firm now owns 2,637 shares after selling 8,324 shares during the...
Duncker Streett & Co. Inc. Has $922,000 Stake in Vertex Pharmaceuticals Incorporated $VRTX
During the third quarter, Duncker Streett & Co. Inc. reduced its holdings of Vertex Pharmaceuticals Incorporated by 69.5%, decreasing from 7732 to 2355 shares....
iShares Core S&P Small-Cap ETF $IJR Shares Bought by Elk River Wealth Management LLC
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Cerity Partners LLC Has $34.99 Million Holdings in Kimberly-Clark Corporation $KMB
Cerity Partners LLC increased its holdings in Kimberly-Clark Corporation by 12.8% during Q3, acquiring an additional 31,852 shares to bring its total holdings to 281,436 shares....
Ferguson Wellman Capital Management Inc. Sells 125,073 Shares of Philip Morris International Inc. $PM
Ferguson Wellman Capital Management Inc. reduced its holding in Philip Morris International Inc. by selling 125,073 shares during the third quarter, resulting in a new position of 482,127 shares....
Trump claims Russia's interest in the US
President Trump stated that Russia has an interest in the United States....
Fulton Breakefield Broenniman LLC Sells 2,706 Shares of NVIDIA Corporation $NVDA
Fulton Breakefield Broenniman LLC decreased its investment in NVIDIA Corporation during the third quarter by selling 2,706 shares. The firm now holds 247,539 shares of NVIDIA....
Clearwater Analytics (NYSE:CWAN) CFO James Cox Sells 5,859 Shares of Stock
James Cox, CFO of Clearwater Analytics Holdings Inc., sold 5,859 shares at an average price of $24.08 per share on December 31st, totaling a transaction value of $141,084.72. Post-sale, Cox owns 334,0...
Generate Investment Management Ltd Sells 7,487 Shares of JPMorgan Chase & Co. $JPM
Generate Investment Management Ltd reduced its holdings in JPMorgan Chase & Co. by selling 7,487 shares, leaving it with a total of 76,500 shares as per the most recent filing with the Securities and ...
Chicago Capital LLC Trims Holdings in QUALCOMM Incorporated $QCOM
Chicago Capital LLC decreased its holdings in QUALCOMM Inc by 9.7% during the third quarter after selling 4,880 shares, reducing its position to 45,637 shares....
Ideal Power (NASDAQ:IPWR) Stock Price Passes Below 50 Day Moving Average – Here’s Why
On Monday, Ideal Power Inc.'s stock price fell beneath its 50-day moving average. The company's average closing price for the past 50 days was $3.96, while it traded as low as $3.26 with a final trade...
Gaming and Leisure Properties (NASDAQ:GLPI) SVP Steven Ladany Sells 2,630 Shares of Stock
Steven Ladany, Senior Vice President of Gaming and Leisure Properties Inc., sold 2,630 shares on January 2nd at an average price of $44.09 per share, amounting to a total transaction value of $115,956...
Apple Inc. $AAPL Holdings Decreased by Sharper & Granite LLC
Sharper & Granite LLC has reduced its holdings of Apple Inc. stock by selling 3,515 shares, leaving them with a total of 11,242 shares after the third quarter....
Rainier Family Wealth Inc. Buys 4,515 Shares of Apple Inc. $AAPL
Rainier Family Wealth Inc. increased its holdings in Apple Inc. by purchasing an additional 4,515 shares, raising its total ownership to 19,921 shares during the third quarter. This reflects a stake i...
Meta Platforms, Inc. $META Stake Boosted by Merit Financial Group LLC
Merit Financial Group LLC increased its shareholding in Meta Platforms Inc. by 8%, purchasing an additional 6,264 shares during the third quarter to reach a total of 84,671 shares as disclosed in thei...
Merit Financial Group LLC Has $1.28 Million Holdings in Invesco S&P International Developed Quality ETF $IDHQ
Merit Financial Group LLC decreased its holdings of Invesco's S&P International Developed Quality ETF (IDHQ) by 63.3% during the third quarter, selling off 65,367 shares and retaining ownership of 37,...
Merit Financial Group LLC Sells 19,221 Shares of First Trust Growth Strength ETF $FTGS
During the 3rd quarter, Merit Financial Group LLC reduced its holdings in First Trust Growth Strength ETF (FTGS) by selling 19,221 shares, leaving it with 32,327 shares. This represents a decrease of ...
Zymeworks (NYSE:ZYME) EVP Jeffrey Smith Sells 10,538 Shares
Jeffrey Smith, Executive Vice President at Zymeworks Inc., sold 10,538 shares on January 5th for a total of $264,503.80, with the sale price per share being $25.10....
Centennial Wealth Advisory LLC Grows Stock Position in iShares Core S&P 500 ETF $IVV
Centennial Wealth Advisory LLC augmented its holdings of iShares Core S&P 500 ETF (IVV) by 4.2% in Q3. As of the latest SEC filing, they hold a total of 30,407 shares after buying an additional 1,237 ...
Head to Head Contrast: Mobile Infrastructure (NASDAQ:BEEP) vs. FTAI Infrastructure (NASDAQ:FIP)
An analysis contrasting two small-cap finance companies, Mobile Infrastructure and FTAI Infrastructure, focusing on their profitability, dividends, institutional ownership, risk, valuation, earnings a...
Salesforce Inc. $CRM Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC reduced its holdings of Salesforce Inc.'s (NYSE: CRM) stock by 2.1% in the third quarter, selling 3,257 shares to hold a total of 150,555 shares....
Railway Pension Investments Ltd Raises Stock Position in F5, Inc. $FFIV
Railway Pension Investments Ltd increased its holdings in F5, Inc. by 27% during the third quarter of the year. The firm now owns 26,330 shares after acquiring an additional 5,600 shares....
The Gap, Inc. (GAP) to Issue Quarterly Dividend of $0.17 on January 28th
The Gap, Inc. has declared a quarterly dividend of $0.165 per share for shareholders of record as of January 7th, payable on January 28th. This results in an annualized yield of 2.6%. The ex-dividend ...
Railway Pension Investments Ltd Sells 233,657 Shares of Accenture PLC $ACN
During the third quarter, Railway Pension Investments Ltd reduced its stake in Accenture PLC by selling 233,657 shares, resulting in ownership of 90,225 shares....
Visa Inc. $V Shares Purchased by Synergy Asset Management LLC
Synergy Asset Management LLC increased its stake in Visa Inc. (NYSE:V) by 6,203.4% during the third quarter of the year, acquiring an additional 49,317 shares to own a total of 50,112 shares....
Stanley Laman Group Ltd. Buys New Holdings in AMETEK, Inc. $AME
Stanley Laman Group Ltd. purchased 2,687 shares of AMETEK Inc., valued around $505,000, during the third quarter as per their latest filings with the SEC....
35,774 Shares in Ionis Pharmaceuticals, Inc. $IONS Purchased by Stanley Laman Group Ltd.
Stanley Laman Group Ltd acquired shares worth approximately $2.34 million in Ionis Pharmaceuticals Inc during the third quarter....
Asset Management One Co. Ltd. Decreases Position in Cisco Systems, Inc. $CSCO
Asset Management One Co. Ltd. reduced its holdings of Cisco Systems Inc. by 2.3% during the third quarter, selling 48,659 shares to hold 2,088,426 shares....
Vanguard Total Stock Market ETF $VTI is Cresta Advisors Ltd.’s 2nd Largest Position
Cresta Advisors Ltd. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by 3.7% in the third quarter, adding 2,377 shares to reach a total of 66,753 shares....
NVIDIA Corporation $NVDA Shares Sold by Sheets Smith Wealth Management
Sheets Smith Wealth Management减持了对 NVIDIA Corporation 的持股,在第三季度出售了3059股后,剩余持有75944股。...
Invesco QQQ $QQQ Holdings Cut by Cresta Advisors Ltd.
Cresta Advisors Ltd. has reduced its holdings of Invesco QQQ by 7.6% in the third quarter, selling off 1,541 shares to hold a total of 18,818 shares....
Asset Management One Co. Ltd. Has $56.11 Million Stake in Medtronic PLC $MDT
Asset Management One Co. Ltd increased its holdings in the medical technology company Medtronic PLC by 2.4% during the third quarter, adding 13,594 shares to reach a total of 589,186 shares....
Docusign (NASDAQ:DOCU) Shares Down 4.9% – What’s Next?
Docusign Inc.'s stock (NASDAQ: DOCU) declined by 4.9% on Friday, trading at a minimum of $65.43 and a close of $65.0550. Around 362,689 shares were traded, which is an 89% drop from the daily average ...
Lyell Immunopharma (NASDAQ:LYEL) Stock Price Down 4.6% – Here’s What Happened
Shares of Lyell Immunopharma Inc., trading on NASDAQ under the ticker LYEL, dropped by 4.6% during mid-day Friday trading. The stock's lowest point was at $29.71, and it closed slightly higher at $29....
Generali Asset Management SPA SGR Cuts Stock Position in Truist Financial Corporation $TFC
Generali Asset Management SPA SGR reduced its stock position in Truist Financial Corporation by 43% during the third quarter of 2023, as per their latest SEC filing. The firm now owns 60,749 shares fo...
Financial Consulate Inc. Takes $1.08 Million Position in Tesla, Inc. $TSLA
During the third quarter, Financial Consulate Inc. purchased 2,418 shares of Tesla's stock worth approximately $1.075 million as reported by their latest Form 13F filing with the SEC....
Tritonpoint Wealth LLC Has $99.49 Million Stock Position in Apple Inc. $AAPL
Tritonpoint Wealth LLC increased its holdings of Apple Inc.'s stock by 2% in the third quarter, adding an additional 7,520 shares to reach a total ownership of 390,727 shares....
Ethic Inc. Has $1.45 Million Stake in Lumentum Holdings Inc. $LITE
Ethic Inc decreased its holding of Lumentum Holdings Inc (NASDAQ: LITE) by selling 3,725 shares in the third quarter, reducing its stake to 8,939 shares according to its latest SEC filing....
VIRGINIA RETIREMENT SYSTEMS ET Al Has $2.08 Million Holdings in EchoStar Corporation $SATS
Virginia Retirement Systems et al increased its holdings in EchoStar Corporation by 157.3% during the third quarter, adding 16,670 shares to reach a total of 27,270 shares....
Manufacturing Stocks To Consider – January 2nd
MarketBeat's stock screener tool highlights Taiwan Semiconductor Manufacturing, Applied Materials, and Johnson Controls International as key manufacturing stocks to watch. These companies are involved...
Ethic Inc. Cuts Stock Position in Stanley Black & Decker, Inc. $SWK
Ethic Inc reduced its holding in Stanley Black & Decker by 48.9% during the third quarter as per SEC filings. Following the sale of 14,115 shares, Ethic now owns 14,774 shares....
Diversified Trust Co Makes New Investment in Qorvo, Inc. $QRVO
Diversified Trust Co has acquired a new shareholding of 7,575 shares in Qorvo Inc., valued at approximately $690,000. This acquisition took place during the third quarter, as recently reported by the ...
Pacer Advisors Inc. Makes New $857,000 Investment in Independence Realty Trust, Inc. $IRT
In its latest filing with the SEC, Pacer Advisors Inc. reports a new investment of $857,000 or 52,263 shares in Independence Realty Trust Inc., boosting their position in the real estate investment tr...
United Therapeutics (NASDAQ:UTHR) EVP Paul Mahon Sells 8,300 Shares of Stock
Paul Mahon, Executive Vice President of United Therapeutics Corporation, sold 8,300 shares on January 2nd at an average price of $485.43 per share, resulting in a total sale value of approximately $4....
The Home Depot, Inc. $HD Shares Bought by Calamos Wealth Management LLC
Calamos Wealth Management LLC increased its holdings of The Home Depot's stock by 6.9% in the third quarter, adding 4,434 shares to reach a total of 68,283 shares....
First Pacific Financial Purchases 6,871 Shares of Procter & Gamble Company (The) $PG
First Pacific Financial has increased its holdings in Procter & Gamble by 30.3% through the acquisition of an additional 6,871 shares during the third quarter....
Tesla (NASDAQ:TSLA) Trading Down 1% – Here’s Why
Tesla's stock price declined by 1% during mid-day trading on Wednesday, reaching as low as $449.30 and closing at $449.72. Approximately 48.6 million shares were traded, which is a 50% decrease from t...
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