investment
2600 articles • Page 13 of 52
Cwm LLC increased its holdings in Elevance Health Inc., adding 167.9% more shares in the third quarter, reaching a total of 19,088 shares after acquiring an additional 11,962 shares as per the latest ...
Ethic Inc. significantly increased its investment in Strategy Inc (NASDAQ: MSTR) by purchasing an additional 9,741 shares during the third quarter, thus raising its total shareholding to 12,641....
Cushing Asset Management LP increased its shareholding in Palo Alto Networks Inc. by 56.7% during the third quarter as per a recent SEC filing....
In the third quarter, Brendel Financial Advisors LLC purchased 18,211 shares of PulteGroup, Inc., totaling approximately $2.4 million. This investment reflects a new position established by the firm i...
Continuum Advisory LLC has acquired a new position in the Global X Copper Miners ETF (NYSEARCA:COPX) during the third quarter. The investment amounts to 18,072 shares valued at approximately $1,081,00...
Chris Bulman Inc increased its holdings of First Trust International Developed Capital Strength ETF (NASDAQ:FICS) by 12% in the third quarter, raising its stake to 162,406 shares after purchasing an a...
Chris Bulman Inc increased its holdings in First Trust Rising Dividend Achievers ETF (NASDAQ: RDVY) by 65.2% in the third quarter, adding 55,611 shares to reach a total of 140,889 shares....
Diversified Trust Co has acquired 17,057 shares of FTAI Aviation Ltd during the third quarter, with a total acquisition value of approximately $2.846 million. This is reported in Diversified Trust's d...
MarketBeat's stock screener suggests tracking five VR-focused stocks: Meta Platforms, zSpace, The Glimpse Group, and DIH Holding US. These companies are involved in developing or enabling virtual real...
According to MarketBeat's stock screener tool, Amazon.com, Costco Wholesale, Alibaba Group, Walmart, and Home Depot are the top retail stocks investors should monitor on this date. Retail stocks repre...
Copeland Capital Management LLC purchased a new stake of 2,063 shares in Booking Holdings Inc. during the third quarter. The investment was valued at approximately $11,139,000....
Copeland Capital Management LLC decreased its investment in Marriott International Inc. by 4.9% during the third quarter of 2023, selling off 2,684 shares and retaining a total of 51,849 shares....
Copeland Capital Management LLC significantly reduced its holdings of Diamondback Energy Inc., decreasing by 87.7% in the third quarter. The firm now owns 7,260 shares after selling 51,615 shares....
Calamos Wealth Management LLC increased its holding of S&P Global Inc.'s shares by 32.2% in the third quarter, adding an additional 8,416 shares to reach a total of 34,566 shares....
Calamos Wealth Management LLC acquired 926,589 shares of Fidelity Enhanced Small Cap ETF (FESM) in the third quarter....
Calamos Advisors LLC acquired a new position in shares of MP Materials Corp (NYSE:MP) in the third quarter, purchasing 249,388 shares with an estimated value of $16,726,000. This purchase represents a...
Beijing has appointed Zhang Yong, former executive vice-president of Cosco Shipping Group, as deputy director at the liaison office in Hong Kong. This appointment follows a stalled deal involving CK H...
Chemung Canal Trust Co. increased its stake in BlackRock by approximately 297.1% during the third quarter, adding 1,646 shares to reach a total ownership of 2,200 shares....
In the third quarter, Diversified Trust Co reduced its holdings of Vanguard Value ETF (VTV) by 26.6%, selling off 7,756 shares and retaining ownership of 21,421 shares....
Bravias Capital Group LLC decreased its holdings of JPMorgan Equity Premium Income ETF (JEPI) by 63.1% in the third quarter, according to a recent SEC filing. The firm sold off 23,243 shares and now h...
Continuum Advisory LLC significantly increased its holdings in Fiserv, Inc. by 2,051.2% during the third quarter, adding 26,194 shares to reach a total of 27,471 shares....
The article lists five streaming-related companies to keep an eye on: Spotify Technology, Franco-Nevada, Roku, Confluent, and NetEase. Streaming stocks are defined as those of businesses focusing on c...
MarketBeat's stock screener identifies five water-related stocks for research: CocaCola, NuScale Power, Clearwater Analytics, Sibanye Gold, and Ecolab. These companies are involved in various aspects ...
Farmers & Merchants Investments Inc. reduced its holdings of Union Pacific Corporation by selling 2,894 shares in the third quarter. This decrease brings the total number of shares held to 81,407....
Boston Trust Walden Corp reduced its holdings in Merck & Co., Inc. by 25.1% during the third quarter, selling 160,552 shares to retain ownership of 480,181 shares....
Copeland Capital Management LLC has decreased its holdings in Valmont Industries Inc (NYSE: VMI) during the third quarter by selling 9,779 shares. The sale brought the fund's ownership down to 222,154...
Copeland Capital Management LLC reduced its holdings in Landstar System Inc. by 5.8% during the third quarter, offloading 24,825 shares to a remaining position of 400,618 shares....
Boston Trust Walden Corp increased its holdings in Thermo Fisher Scientific by 1490% in the third quarter of 2023, raising its total to 40,100 shares following an additional purchase of 37,578 shares....
Albert D Mason Inc invested $427,000 to acquire 1,757 shares of Alphabet Inc (GOOGL) during the third quarter, according to SEC filings....
Boston Trust Walden Corp has decreased its holdings of Eversource Energy by 26.4% during the third quarter, reducing its ownership to 704,842 shares after disposing 252,290 shares....
Bricktown Capital LLC has reduced its holdings of iShares MSCI ACWI ETF (NASDAQ:ACWI) in the third quarter, cutting 94,518 shares. This downscaling decreases their ownership to 177,429 shares....
Baron Wealth Management LLC increased its holdings of MFS Active International ETF (MFSI) by 3.5% in the third quarter, adding 32,729 shares to reach a total of 957,013 shares....
Diversified Trust Co increased its holdings in IQVIA Holdings Inc. by purchasing an additional 15,487 shares in the third quarter. Total ownership now stands at 42,579 shares, marking a 57.2% stake in...
Diversified Trust Co increased its holdings in Adobe Inc., with an additional purchase of 1,571 shares during the third quarter, boosting its total stake to 11,207 shares....
In the third quarter, Diversified Trust Co increased its stake in RB Global, Inc., a business services provider listing on NYSE and TSE, by purchasing an additional 22,810 shares, leading to a total o...
During the third quarter, Clark Asset Management LLC purchased 5,502 shares of iShares MSCI EAFE ETF with a total value of approximately $514,000. This information was disclosed to the Securities and ...
Ergawealth Advisors Inc. increased its holdings in the Capital Group U.S. Small and Mid Cap ETF (ticker: CGMM) by 244% during the third quarter, according to a recent filing with the SEC....
During Q3 2023, Clark Asset Management LLC boosted its holdings of the Vanguard Mortgage-Backed Securities ETF (VMBS) by acquiring an additional 27,734 shares. This increment has raised their total ow...
Diversified Trust Co increased its holdings in iShares Core MSCI EAFE ETF by 5.9% during the third quarter, adding 49,892 shares to bring its total ownership to 896,654 shares....
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2027 Corporate Bond ETF by purchasing an additional 109,193 shares during the third quarter. This acquisition raised their tot...
Bravias Capital Group LLC reported an increase of 6.1% in its holdings of Vanguard Information Technology ETF (Ticker: VGT) during the third quarter by purchasing an additional 684 shares, making thei...
According to MarketBeat's stock screener tool, five nanotechnology stocks to follow today are Onto Innovation, Nano Dimension, NVE, and Clene (mentioned twice possibly in error). These companies engag...
In the third quarter of 2023, Continuum Advisory LLC purchased a new stake worth approximately $2.094 million in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS: TYA). The fund acquired...
Permanent Capital Management LP has acquired a new stake of 11,542 shares valued at approximately $679,000 in the Vanguard Short-Term Treasury ETF (VGSH) during the third quarter. The firm's SEC filin...
Arvest Investments Inc. increased its shareholding in NVIDIA Corporation by 25.1% during the third quarter through an additional purchase of 5,197 shares, bringing their total holding to 25,917 shares...
During the third quarter, Kempner Capital Management Inc. acquired a new position in Eli Lilly and Company by purchasing 2,520 shares with a total value of approximately $1,923,000 as reported in thei...
Perigon Wealth Management LLC increased its holdings of Costco Wholesale Corporation stock by 4.2% in the third quarter, acquiring an additional 925 shares, bringing their total to 22,928 shares....
Sowell Financial Services LLC reduced its holdings of Abbott Laboratories (NYSE: ABT) by 24.8% during the third quarter by selling 5,924 shares, leaving them with a total of 17,966 shares....
Regatta Capital Group LLC has augmented its holdings in Capital Group Conservative Equity ETF (CGCV) by 43.5% during the third quarter. The company now owns 93,651 shares after acquiring an additional...
MPS Loria Financial Planners LLC reported an increase in its holdings of the iShares Russell 1000 ETF during the third quarter, raising its stake by 0.6% through additional purchases of 1,854 shares, ...