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2600 articles • Page 12 of 52

Delta Investment Management LLC Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Delta Investment Management LLC reduced its stock holdings of Taiwan Semiconductor by 11.5% in the third quarter after selling 2,820 shares, leaving it with a holding of 21,692 shares....
Eldred Rock Partners LLC Has $21.74 Million Stock Position in Brookfield Corporation $BN
In the third quarter, Eldred Rock Partners LLC increased its holdings of Brookfield Corporation's stock (NYSE: BN) by 12%. The firm now holds a total of 317,056 shares and recently bought an additiona...
Delta Investment Management LLC Buys Shares of 23,612 Elevance Health, Inc. $ELV
In the third quarter, Delta Investment Management LLC acquired 23,612 shares in Elevance Health Inc., valued at approximately $7.6 million. This acquisition represents a new investment position and co...
GPM Growth Investors Inc. Buys 4,196 Shares of Airbnb, Inc. $ABNB
GPM Growth Investors Inc. increased its holdings in Airbnb by acquiring an additional 4,196 shares during the third quarter, raising their total stake to 28,047 shares....
Fenimore Asset Management Inc Purchases 62,180 Shares of GE HealthCare Technologies Inc. $GEHC
Fenimore Asset Management Inc increased its holdings in the shares of GE HealthCare Technologies Inc by purchasing an additional 62,180 shares during the third quarter, according to a recent SEC filin...
Cwm LLC Has $249.32 Million Stake in Alphabet Inc. $GOOGL
Cwm LLC increased its holdings in Alphabet Inc., adding 61,862 shares during the third quarter, raising its position by 6.4%. The company now holds a total of 1,025,597 shares....
Western Digital Corporation $WDC Shares Bought by Osaic Holdings Inc.
Osaic Holdings Inc increased its stock holdings of Western Digital Corporation by 26.6% during the second quarter through an additional purchase of 4,719 shares, bringing its total ownership to 22,460...
Cantor Fitzgerald Investment Advisors L.P. Acquires 22,768 Shares of Devon Energy Corporation $DVN
Cantor Fitzgerald Investment Advisors L.P. increased its ownership in Devon Energy Corporation by 8.2% during the third quarter through additional purchases worth 22,768 shares, bringing their total h...
Chico Wealth RIA Acquires Shares of 178,492 Dimensional Short-Duration Fixed Income ETF $DFSD
Chico Wealth RIA purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) during the third quarter. They acquired 178,492 shares with a total value of approxim...
Trust Co. of Vermont Has $121.01 Million Holdings in Microsoft Corporation $MSFT
Trust Co. of Vermont raised its holdings in Microsoft by 2.6% in the third quarter as per recent SEC filing, increasing its position to 233,639 shares, a boost of 5,911 shares....
Osaic Holdings Inc. Buys 31,972 Shares of Structure Therapeutics Inc. Sponsored ADR $GPCR
Osaic Holdings Inc increased its holdings in Structure Therapeutics Inc Sponsored ADR by 101.9% during the second quarter by purchasing an additional 31,972 shares, bringing their total to 63,362 shar...
Osaic Holdings Inc. Boosts Stock Position in Willis Towers Watson Public Limited Company $WTW
Osaic Holdings Inc. increased its shares in Willis Towers Watson Public Limited Company (NASDAQ: WTW) by 168.6% during the second quarter, according to the SEC filing. The company purchased an additio...
Revolve Wealth Partners LLC Buys 1,259 Shares of Microsoft Corporation $MSFT
Revolve Wealth Partners LLC increased its holdings in Microsoft Corp by purchasing an additional 1,259 shares during the third quarter, bringing its total ownership to 28,644 shares. This new acquisit...
Cantor Fitzgerald Investment Advisors L.P. Invests $1.19 Million in Sonoco Products Company $SON
During the third quarter, Cantor Fitzgerald Investment Advisors L.P. purchased 27,500 shares of Sonoco Products Company's stock at a value of approximately $1,185,000....
Chico Wealth RIA Acquires 19,270 Shares of Dimensional International Core Equity Market ETF $DFAI
Chico Wealth RIA increased its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) by purchasing an additional 19,270 shares in the third quarter. The fund now owns a total of...
Delta Investment Management LLC Has $6.43 Million Position in NEOS S&P 500 High Income ETF $SPYI
Delta Investment Management LLC increased its holdings in the NEOS S&P 500 High Income ETF (SPYI) by purchasing an additional 45,419 shares in Q3, bringing its total ownership to 122,925 shares. The m...
Eldred Rock Partners LLC Buys 15,167 Shares of Wells Fargo & Company $WFC
Eldred Rock Partners LLC increased its investment in Wells Fargo & Company by purchasing an additional 15,167 shares during the third quarter. This acquisition raised the fund's total holdings to 142,...
Eldred Rock Partners LLC Has $24.36 Million Holdings in Lam Research Corporation $LRCX
During the third quarter, Eldred Rock Partners LLC increased their holdings of Lam Research Corporation stock by 12.1%, acquiring an additional 19,657 shares to a total of 181,603 shares....
Eldred Rock Partners LLC Grows Stock Position in Phillips 66 $PSX
Eldred Rock Partners LLC increased its stock position in Phillips 66 (PSX) by 12% during the third quarter, adding 10,867 shares to reach a total of 101,051 shares....
Delta Investment Management LLC Buys Shares of 50,717 Repligen Corporation $RGEN
Delta Investment Management LLC purchased shares worth approximately $6,779,000 in Repligen Corporation during the third quarter. The institutional investor acquired 50,717 shares, representing about ...
Promising Video Game Stocks To Consider – December 31st
MarketBeat's stock screener suggests Turtle Beach, Alliance Entertainment, Allied Gaming & Entertainment, and Motorsport Games as promising video game stocks for investment. These companies engage in ...
Waste Management Stocks To Follow Now – December 31st
Five waste management companies—Waste Management, GFL Environmental, Custom Truck One Source, Concrete Pumping, and Avalon—are highlighted as top stocks to watch according to MarketBeat's stock screen...
Cantor Fitzgerald Investment Advisors L.P. Buys 10,133 Shares of Lockheed Martin Corporation $LMT
Cantor Fitzgerald Investment Advisors L.P. increased its investment in Lockheed Martin Corporation by acquiring an additional 10,133 shares during the third quarter, raising their total holdings to 27...
Bristol Myers Squibb Company $BMY Shares Purchased by Cantor Fitzgerald Investment Advisors L.P.
Cantor Fitzgerald Investment Advisors L.P. increased its holdings of Bristol Myers Squibb Company shares by 6.7% in the third quarter, purchasing an additional 18,267 shares to reach a total of 289,71...
iShares Core MSCI Total International Stock ETF $IXUS is Davidson Trust Co.’s 5th Largest Position
Davidson Trust Co. increased its holdings of iShares Core MSCI Total International Stock ETF (IXUS) by 55.1% in the third quarter, according to their most recent filing with the Securities and Exchang...
Chevron Corporation $CVX Shares Bought by Calamos Wealth Management LLC
Calamos Wealth Management LLC increased its holdings in Chevron Corporation (CVX) by 2307.4% during the third quarter of the year....
Delta Investment Management LLC Sells 60,907 Shares of JPMorgan Equity Premium Income ETF $JEPI
Delta Investment Management LLC decreased its position in JPMorgan Equity Premium Income ETF (JEPI) by selling 60,907 shares during the third quarter. This reduction brought down their holdings from a...
Delta Investment Management LLC Buys New Shares in Global X Silver Miners ETF $SIL
Delta Investment Management LLC acquired 59,357 shares of the Global X Silver Miners ETF (NYSEARCA:SIL) during the third quarter as per its latest SEC Form 13F filing. The investment amounts to a valu...
Calamos Advisors LLC Sells 244,349 Shares of Boston Scientific Corporation $BSX
Calamos Advisors LLC decreased its holdings in Boston Scientific Corporation by 21.5% during the third quarter of 2023, selling 244,349 shares and retaining 894,430 shares as per their SEC filing....
Arvest Investments Inc. Has $6.34 Million Holdings in Apple Inc. $AAPL
Arvest Investments Inc. increased its stake in Apple Inc. by 23.4% during the third quarter, adding 4,719 shares to reach a total of 24,894 shares as per their latest filing with the SEC....
Ascent Group LLC Cuts Holdings in Vanguard S&P 500 ETF $VOO
Ascent Group LLC decreased its holdings of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 16.8% during the third quarter, selling 4,998 shares and retaining a total ownership of 24,792 shares....
Cobblestone Asset Management LLC Acquires 1,941 Shares of iShares Core S&P 500 ETF $IVV
Cobblestone Asset Management LLC increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA: IVV) by buying an additional 1,941 shares in the third quarter. This purchase raised their total shar...
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Calamos Wealth Management LLC
Calamos Wealth Management LLC reduced its holdings in iShares Core S&P Small-Cap ETF (IJR) by 45.7% during the third quarter, selling 242,742 shares and retaining ownership of 287,896 shares as per th...
Calamos Wealth Management LLC Has $16.98 Million Stake in Danaher Corporation $DHR
Calamos Wealth Management LLC increased its holdings of Danaher Corporation's stock by 41% in the third quarter, adding 24,888 shares to bring their total ownership to 85,624 shares valued at $16.98 m...
Tesla, Inc. $TSLA Shares Sold by Encompass More Asset Management
Encompass More Asset Management reduced its holdings in Tesla Inc. (NASDAQ:TSLA) by 6,070 shares during the third quarter, resulting in owning only 18,165 shares of Tesla. This减持导致特斯拉股票占其投资组合的比例下降至大约1...
42,499 Shares in First Trust Rising Dividend Achievers ETF $RDVY Bought by Forefront Wealth Partners LLC
Forefront Wealth Partners LLC has purchased a new stake in the First Trust Rising Dividend Achievers ETF (symbol RDVY) during the third quarter. The institution acquired 42,499 shares worth about $2,8...
Diversified Trust Co Acquires 11,227 Shares of CommVault Systems, Inc. $CVLT
Diversified Trust Co increased its holdings in CommVault Systems by 311.4% in the third quarter through additional purchases of 11,227 shares, bringing their total to 14,832 shares as per recent SEC f...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Purchases 20,000 Shares of Nextpower Inc. $NXT
CUSHING ASSET MANAGEMENT LP, trading as NXG INVESTMENT MANAGEMENT, has increased its stake in Nextpower Inc. by 23%, adding 20,000 shares to a total of 107,000 during the third quarter....
Diversified Trust Co Increases Stake in Crh Plc $CRH
Diversified Trust Co increased its stake in CRH Plc by 38.5% in the third quarter of 2021. The firm now holds 18,374 shares after acquiring an additional 5,108 shares....
Diversified Trust Co Has $3.53 Million Stock Holdings in Micron Technology, Inc. $MU
Diversified Trust Co increased its holding of Micron Technology Inc stock by 156.4% during the third quarter, according to a recent SEC filing. The company now owns 21,078 shares after acquiring an ad...
Best Solar Stocks To Keep An Eye On – December 30th
MarketBeat's stock screener identifies five leading solar stocks for observation: First Solar, Enphase Energy, Nextpower, Array Technologies, and Solaris Energy Infrastructure. These companies operate...
Calamos Wealth Management LLC Makes New Investment in Celestica, Inc. $CLS
Calamos Wealth Management LLC has purchased 14,717 shares of Celestica Inc., valued at approximately $3.626 million, during the third quarter. This is a new investment position for Calamos in this tec...
Calamos Wealth Management LLC Buys 53,252 Shares of Boston Scientific Corporation $BSX
Calamos Wealth Management LLC increased its ownership in Boston Scientific Corporation by purchasing an additional 53,252 shares during the third quarter, bringing its total holdings to 155,038 shares...
Apollon Wealth Management LLC Boosts Holdings in DoorDash, Inc. $DASH
Apollon Wealth Management LLC increased its stake in DoorDash Inc. (NASDAQ:DASH) by 46.2% in the third quarter, adding 2,656 shares to reach a total of 8,409 shares as per its latest Form 13F filing w...
Calamos Wealth Management LLC Raises Position in Spotify Technology $SPOT
Calamos Wealth Management LLC has significantly increased its stake in Spotify Technology (NYSE:SPOT) by purchasing an additional 14,695 shares during the third quarter, resulting in a total holding o...
Calamos Advisors LLC Sells 38,927 Shares of Vistra Corp. $VST
Calamos Advisors LLC reduced its investment in Vistra Corp by selling 38,927 shares during the third quarter of 2022. After the sale, Calamos held 95,326 shares of Vistra's stock. The company's action...
iShares Core S&P 500 ETF $IVV Shares Sold by Cornerstone Partners Capital Management LLC
Cornerstone Partners Capital Management LLC reduced its holdings of iShares Core S&P 500 ETF (IVV) in the third quarter, selling 2,420 shares and holding a total of 6,606 shares....
CyberArk Software Ltd. $CYBR Shares Bought by Calamos Advisors LLC
Calamos Advisors LLC significantly increased its holdings of CyberArk Software Ltd.'s stock during the third quarter, raising its position by 484.1% to 62,966 shares through additional purchases of 52...
Calamos Wealth Management LLC Buys 1,666 Shares of Costco Wholesale Corporation $COST
Calamos Wealth Management LLC increased its ownership of Costco Wholesale Corporation shares by 25.4% in the third quarter through an additional purchase of 1,666 shares, according to its latest SEC f...
Calamos Wealth Management LLC Has $3.41 Million Position in AbbVie Inc. $ABBV
Calamos Wealth Management LLC amplified its stake in AbbVie Inc (NYSE:ABBV) with a 74.7% increase in the third quarter, following an additional acquisition of 6,298 shares to total 14,729 shares....
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