During the third quarter, Chokshi & Queen Wealth Advisors Inc increased its holdings of iShares Core S&P 500 ETF by purchasing an additional 1,291 shares, bringing their total to 66,371 shares. This r...

Financial Futures Ltd Liability Co increased its holdings in JPMorgan Ultra-Short Income ETF by 287.4% in the third quarter, purchasing an additional 46,002 shares to bring its total ownership to 62,0...

Institutional investor Valley National Advisers Inc. has significantly reduced its holdings of Costco Wholesale (NASDAQ: COST) by selling 2,052 shares in the third quarter. As a result, the firm curre...

During the third quarter, Curbstone Financial Management Corp acquired new shares in Newmont Corporation (NYSE: NEM), purchasing a total of 5,418 shares worth about $457,000. This investment indicates...

Perigon Wealth Management LLC bought a new position in Tapestry, Inc., acquiring 3,884 shares valued at around $440,000 during the third quarter, according to their SEC filing. This strategic move hig...

In the third quarter, Trilogy Capital Inc acquired a new position in BNY Mellon Global Infrastructure Income ETF by purchasing 13,145 shares valued at around $512,000....

Valmark Advisers Inc acquired 8,053 shares of the SPDR S&P 600 Small Cap Growth ETF during Q3. The total value of these shares is approximately $759,000....

HB Wealth Management LLC increased its holdings in Northrop Grumman Corporation by purchasing an additional 1,096 shares during the third quarter. As a result, the total number of shares owned by HB W...

Cardinal Capital Management decreased its holdings in US Lime & Minerals Inc by 22.5% during the third quarter of 2023 after selling 12,961 shares, reducing their total to 44,533 shares. This change i...

Generali Asset Management SPA SGR has acquired 14,099 shares of Ares Management Corporation stock during the third quarter, worth approximately $2,254,000. This information is disclosed in their lates...

Calamos Advisors LLC reduced its stake in S&P Global Inc., selling 14,368 shares during the third quarter. As a result of this transaction, Calamos now holds 105,940 shares of S&P Global Inc....

Institutional investor Diversified Trust Co reduced its holdings of the Vanguard Total Stock Market ETF by selling 18,660 shares in the third quarter. As a result, their position now stands at 109,898...

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...

Busey Bank reduced its holdings in Intel Corporation by 34.8% during the third quarter, shedding 34,651 shares to leave it with a total of 64,899 shares as per recent SEC filings....

Coho Partners Ltd. reduced its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) by 43.3% during the third quarter, selling off 53,070 shares and leaving itself with a remaining stake of 69,551 sha...

In Q3 2023, KMG Fiduciary Partners LLC increased its ownership in Eli Lilly & Co (NYSE: LLY) by acquiring an additional 1,659 shares. The total holdings now stand at 31,661 shares....

Fermata Advisors LLC increased its stake in Dimensional International Core Equity Market ETF (DFAI) during the third quarter by acquiring an additional 38,303 shares, bringing its total holdings to 35...

In the third quarter, Ehrlich Financial Group acquired a new position in PIMCO's Multi-Sector Bond Active ETF (ticker: PYLD), purchasing 64,427 shares with an approximate value of $1.7 million as repo...

Delta Investment Management LLC acquired a new position in First Trust Structured Credit Income Opportunities ETF (OTCMKTS: SCIO) during the third quarter. The institutional investor purchased 171,755...