investment funds
33 articles
Centerline Wealth Advisors LLC increased its holdings in Fidelity MSCI Health Care Index ETF (ticker: FHLC) by purchasing an additional 12,343 shares during the third quarter. The firm's total holding...
Cliftonlarsonallen Wealth Advisors LLC increased its holdings in Vanguard FTSE Emerging Markets ETF (VWO) by 2.8% during the third quarter, purchasing an additional 76,121 shares to reach a total of 2...
Ninety One SA PTY Ltd reduced its holdings in Johnson & Johnson by selling 21,921 shares in the third quarter, leaving it with 77,770 shares....
Comprehensive Financial Consultants Institutional Inc. raised its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 253.1% during the third quarter, as per their SEC filing Form 13F. The fund's u...
On Thursday, Jupiter Fund Management Plc's stock price reached a new high for the past year, trading up to GBX 174.20 and closing at GBX 171.40 with approximately 5.4 million shares traded....
Eagle Strategies LLC decreased its ownership of Alphabet Inc. shares by 37.9% in the third quarter after selling 4,181 shares. The firm now holds 6,862 shares of Alphabet....
Evolution Wealth Management Inc. significantly increased its holdings in the Invesco NASDAQ 100 ETF (QQQM) during the third quarter. The increase was by 51,972.7%, bringing their total ownership to 5,...
Earned Wealth Advisors LLC reduced its holdings in Dimensional U.S. Core Equity 2 ETF (DFAC) by selling 69,124 shares during the third quarter. The firm now owns 1,499,464 shares of DFAC....
Chesley Taft & Associates LLC reduced its stock holdings of Eli Lilly and Company by 8.2% during the third quarter, according to a recently filed Form 13F with the SEC. The fund's current holding stan...
Calamos Wealth Management LLC reported a significant reduction of its shareholdings in General Electric (GE) Aerospace during the third quarter by selling off 7,934 shares, trimming their overall owne...
Decker Retirement Planning Inc. reduced its investment in the Vanguard S&P 500 ETF (VOO) by 98.3% during the third quarter. The firm now holds 134 shares after selling 7,878 shares....
The stock price of Western Asset Investment Grade Income Fund Inc. (PAI) surpassed its 50-day moving average on Monday. The price reached $12.53, compared to the 50-day moving average of $12.46, with ...
DT Investment Partners LLC decreased its investment in Vanguard FTSE Developed Markets ETF (VEA) by 4.8% during the third quarter of this year, as reported on their latest filing with the SEC....
The FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) on Wednesday reached a new 52-week high, trading up to $93.81 and closing at $92.73 with around 16,416 shares exchanged...
Diversified Trust Co increased its holdings in Stryker Corporation's shares by 45.6% during the third quarter of the year, based on information provided to the Securities and Exchange Commission. The ...
Clark Asset Management LLC increased its stake in Vanguard Intermediate-Term Bond ETF (ticker: BIV) by 8.9% during the third quarter, after purchasing additional shares amounting to 16,849, bringing t...
Melone Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF (IJR) by 23% during the third quarter, adding 10,992 shares to bring total ownership to 58,801 shares....
Osaic Holdings Inc reduced its shares of Vanguard ESG International Stock ETF (BATS:VSGX) by 27.9% during the second quarter, holding 36,072 shares after selling 13,941 shares....
Everpar Advisors LLC increased its holdings of Invesco BulletShares 2031 Corporate Bond ETF (NASDAQ: BSCV) by 125.4% in the third quarter as per a recent SEC filing....
In the third quarter, Fulton Breakefield Broenniman LLC increased its holdings in Vanguard Dividend Appreciation ETF (VIG) by purchasing an additional 4,878 shares. The firm's stake now amounts to a t...
Axos Invest Inc. decreased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) in the third quarter by selling 9,456 shares, reducing its total holding to 119,436 shares as reported in its ...
Sarasin & Partners LLP increased its holdings in The Home Depot Inc.'s stock by 5.2% during the third quarter, acquiring an additional 34,746 shares to reach a total of 705,430 shares....
Breakthru Advisory Services LLC significantly reduced its shareholding in the First Trust Rising Dividend Achievers ETF (RDVY) during the third quarter, selling 181,596 shares and holding only 11,550 ...
Bay Harbor Wealth Management LLC increased its holdings of iShares S&P 100 ETF (NYSEARCA:OEF) in the third quarter, raising its stake by 87.9% through the acquisition of an additional 15,488 shares....
Nisa Investment Advisors LLC reduced its holdings in Carvana Co (NYSE:CVNA) by 23.2% during the third quarter of 2021, as reported to the SEC. The firm now holds 13,249 shares after selling 4,005 shar...
McElhenny Sheffield Capital Management LLC decreased its holdings in Exxon Mobil Corporation by 64.4% during the third quarter, reducing its position to 23,770 shares after selling 43,062 shares....
Dupont Capital Management Corp reduced its holdings of Taiwan Semiconductor Manufacturing Company Ltd.'s shares by 6.7% in the third quarter through a reduction of 6,026 shares, as reported to the SEC...
Swedish fund E. Ohman J or Asset Management AB reduced its stake in Comfort Systems USA Inc., a construction company, by selling 26,090 shares during the third quarter, leading to an overall decrease ...
Thrivent Financial for Lutherans reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 70.3% during the second quarter, reducing ownership to 41,112 shares after selling 97,321...
Nisa Investment Advisors LLC decreased its holdings in NVR Inc by 21.9% during the third quarter of 2023, selling 175 shares and retaining 625 shares worth a certain value....
Farmers & Merchants Investments Inc. decreased its holdings of AutoZone Inc.'s stock by 32.8% during the third quarter by selling off 345 shares, resulting in a new ownership total of 706 shares....
Flputnam Investment Management Co. decreased its stock holdings in UnitedHealth Group Incorporated by 52.5% in the third quarter, selling 7,059 shares and holding 6,374 shares post-sale....
Hixon Zuercher LLC increased its holdings of Goldman Sachs ActiveBeta International Equity ETF (GSIE) by 2.4% in the third quarter, according to their SEC filing....