investment
2600 articles • Page 14 of 52
Regatta Capital Group LLC has recently acquired 4,062 shares of Gilead Sciences Inc., valued at approximately $451,000, according to their latest filing with the SEC. This investment was made during t...
Seed Wealth Management Inc. decreased its holdings in Alphabet Inc. by 55.9% during the third quarter of the year as indicated in its latest SEC filing Form 13F. The company now holds 2,585 shares aft...
Institutional investor Mayflower Financial Advisors LLC reduced its holdings of the SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI) by 52.5% in the third quarter, following a sale of 22,741 shares a...
Valley Forge Investment Consultants Inc. ADV Purchases 9,446 Shares of iShares Core S&P 500 ETF $IVV
Valley Forge Investment Consultants Inc. ADV increased its holdings of the iShares Core S&P 500 ETF (IVV) by 5.2% in Q3, purchasing an additional 9,446 shares to hold a total of 189,524 shares....
Permanent Capital Management LP has acquired 2,250 shares of Reddit Inc., valued at about $517,000, during the third quarter as per recent SEC filings....
Permanent Capital Management LP has reported acquiring 12,140 shares of The Coca-Cola Company (NYSE:KO) during the third quarter, valued at approximately $811,000. This new position was disclosed via ...
Permanent Capital Management LP acquired 1,698 shares of S&P Global Inc., valued at roughly $826,000, during the third quarter. This represents the firm's new position in the business services company...
Permanent Capital Management LP increased its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by buying 54,862 shares worth approximately $7.584 million during the third quarter....
During the 3rd quarter, Permanent Capital Management LP purchased new shares in MarineMax Inc., accumulating 42,302 shares worth approximately $1.07 million. This investment represents a 0.20% stake i...
Permanent Capital Management LP acquired 81,797 shares of JBS N.V., worth approximately $1.22 million, during the latest financial quarter, as detailed in their SEC filing....
Permanent Capital Management LP increased its investment in Expand Energy Corporation by purchasing 24,184 shares valued at approximately $2,569,000 during the third quarter of the year....
Permanent Capital Management LP has acquired 18,067 shares of General Motors stock during the third quarter, with a total value of approximately $1.102 million....
During the third quarter, Permanent Capital Management LP acquired 25,010 shares of Vanguard Total Stock Market ETF (VTI), worth approximately $8.23 million....
Permanent Capital Management LP purchased new shares worth approximately $2.17 million in O-I Glass, Inc. during the third quarter of the year....
Permanent Capital Management LP acquired 179,240 shares of the KraneShares California Carbon Allowance Strategy ETF (NYSEARCA: KCCA) during the third quarter. This new position is valued at approximat...
Valley National Advisers Inc. reduced its holdings in the iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by selling 4,152 shares during the third quarter, leaving it with 197 shares as per their recen...
Valley National Advisers Inc. reduced its investment in Quanta Services by selling 6,787 shares during the third quarter. As a result of this transaction, the firm now holds 279 shares of Quanta Servi...
Perigon Wealth Management LLC increased its holdings of Honeywell International Inc. by 54% during the third quarter through additional purchases of 7,285 shares, bringing their total to 20,784 shares...
Perigon Wealth Management LLC increased its holdings of iShares Bitcoin Trust ETF (NASDAQ: IBIT) by 80.6% during the third quarter, according to recent SEC filings, and now owns 70,142 shares....
Valley National Advisers Inc. significantly reduced its stock holdings in Cencora Inc., selling 7,557 shares to retain only 227 shares during the third quarter....
Sard Wealth Management Group LLC increased its holdings of the Fidelity Total Bond ETF by 5.4% during the third quarter, buying an additional 27,603 shares and bringing their total ownership to 537,15...
HBK Sorce Advisory LLC has acquired 24,791 shares of the iShares MSCI USA Quality Factor ETF (symbol: QUAL) in the third quarter worth approximately $4.876 million....
MarketBeat suggests five home improvement stocks for potential investment: Home Depot, Lowe's Companies, Masco, Medallion Financial, and Jewett-Cameron Trading Co. These companies are involved in manu...
Security Financial Services INC. reduced its share holdings of NVIDIA by 24.3% during the third quarter, selling 3,786 shares and retaining 11,772 shares....
Perigon Wealth Management LLC has increased its holdings of GE Aerospace (NYSE:GE) shares by 19.2% in the third quarter, acquiring an additional 2,909 shares to reach a total holding of 18,044 shares....
Perigon Wealth Management LLC increased its holdings in Merck & Co., Inc. (NYSE: MRK) by 22.9% during the third quarter, indicating a purchase of an additional 14,081 shares to arrive at total ownersh...
Sapient Capital LLC reduced its shareholding in UnitedHealth Group Inc by 49.9% in the third quarter of this year, as indicated in a recent Form 13F filing with the SEC. The investor now holds 2,668 s...
Sapient Capital LLC purchased 21,480 shares of BitMine Immersion Technologies Inc., valued at about $1,143,000, during the third quarter as reported through a Form 13F filing with the SEC....
Sowell Financial Services LLC increased its holdings of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.5% during the third quarter, as reported to the SEC via a 13F filing. The firm...
Sowell Financial Services LLC increased its holdings of Advanced Micro Devices Inc. (NASDAQ:AMD) shares by 20% in the third quarter through an additional purchase of 3,729 shares, bringing their total...
Five notable electric vehicle stocks highlighted by MarketBeat’s stock screener include Tesla, Rivian Automotive, XPENG, NIO, and QuantumScape. These companies are involved in the design, manufacture,...
Carnegie Investment Counsel reduced its holdings in Workday Inc. (NASDAQ: WDAY) by selling 6,177 shares during the third quarter, resulting in a portfolio decrease of 25,223 shares following the sale ...
Founders Grove Wealth Partners LLC reduced its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by selling 10,672 shares in the third quarter, leaving it as their 10th largest position with ...
Everpar Advisors LLC increased its holdings in the iShares Core S&P Mid-Cap ETF by 15.9% during Q3, adding 8,295 shares to bring its total ownership to 60,428 shares....
According to MarketBeat's stock screener tool, UnitedHealth Group, Medline, and Johnson & Johnson are the top healthcare stocks to monitor today. The article highlights that healthcare stocks encompas...
MarketBeat's stock screener tool suggests seven water stocks for consideration: CocaCola, NuScale Power, Clearwater Analytics, Ecolab, IDEXX Laboratories, Sibanye Gold, and Waters. These companies are...
Cadinha & Co. LLC has acquired 19,125 shares of The Goldman Sachs Group Inc., representing a new investment position held during the third quarter as per SEC Form 13F filing....
Arthur M. Cohen & Associates LLC reduced its holdings in NVIDIA Corporation by 2.9% during the third quarter as per recent SEC filings, selling off 10,531 shares and now holding a total of 349,911 sha...
Sound Income Strategies LLC decreased its holdings in Apple Inc., reducing shares by 5.9% in the third quarter after selling 5,447 shares of the iPhone maker's stock, leaving it with a total of 86,252...
The article contrasts two tech companies, MKS (NASDAQ:MKSI) and XCHG (NASDAQ:XCH), focusing on various financial metrics to determine which is the better investment. The comparison includes analyst re...
The article offers a comparative analysis between two medical companies listed on NASDAQ and OTCMKTS exchanges, focusing on their profitability, valuation, dividends, institutional ownership, risk, ea...
Deprince Race & Zollo Inc. reduced its holdings in United Parcel Service, Inc. (UPS) by 9.4% during the third quarter. This decrease comes from a sale of 27,297 shares, leaving them with 264,191 share...
Deprince Race & Zollo Inc. increased its holdings of NXP Semiconductors shares by 8.1% in the third quarter, amassing a total of 149,789 shares after adding an additional 11,254 shares during that per...
Osaic Holdings Inc. has increased its ownership of GAMCO Global Gold, Natural Resources & Income Trust by purchasing an additional 286,667 shares in the second quarter, raising their total holdings to...
Osaic Holdings Inc. increased its stake in Western Midstream Partners LP (WES) by 39.8% in the second quarter, after buying an additional 16,416 shares, bringing their total holdings to 57,692 shares....
Osaic Holdings Inc. increased its holdings in the Invesco S&P 500 High Beta ETF (NYSEARCA: SPHB) by 86.4% during the second quarter. This followed acquiring an additional 11,411 shares to reach a tota...
Osaic Holdings Inc. decreased its holding of iShares U.S. Basic Materials ETF (NYSEARCA:IYM) in the second quarter by selling 4,116 shares, reducing its stake by 18.4%. The company now owns 18,195 sha...
Osaic Holdings Inc. has increased its stake in Amdocs Limited by purchasing an additional 11,041 shares during the second quarter. The fund's total holdings now stand at 25,078 shares, which represent...
Osaic Holdings Inc. increased its stake in Argan, Inc. (NYSE:AGX) by 89.1% during the second quarter through an additional purchase of 5,251 shares, resulting in a total ownership of 11,146 shares....
Osaic Holdings Inc increased its stake in Tyler Technologies by purchasing an additional 1,649 shares during the 2nd quarter, raising its total holdings to 4,050 shares....