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2026-01-19 08:47 UTC
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2600 articles • Page 19 of 52

Czech National Bank Has $154.06 Million Stock Position in Eli Lilly and Company $LLY
The Czech National Bank increased its holdings in Eli Lilly and Company during the third quarter. By purchasing an additional 9,641 shares, it raised its total stock position to 201,919 shares valued ...
Eclectic Associates Inc. ADV Purchases 127,882 Shares of Dimensional Emerging Core Equity Market ETF $DFAE
During the third quarter, Eclectic Associates Inc. ADV increased its holdings in Dimensional Emerging Core Equity Market ETF ($DFAE) by purchasing an additional 127,882 shares, bringing its total owne...
PIMCO Multi Sector Bond Active ETF $PYLD Shares Purchased by Eclectic Associates Inc. ADV
During the third quarter, Eclectic Associates Inc., an investment firm under ADV management, increased its holdings in PIMCO's Multi Sector Bond Active ETF (PYLD) by 55.4%, purchasing an additional 18...
Dimensional US Large Cap Value ETF $DFLV Shares Acquired by Eclectic Associates Inc. ADV
Eclectic Associates Inc. ADV increased its holdings in Dimensional US Large Cap Value ETF (DFLV) by 52.8% during the third quarter, increasing ownership to 379,320 shares through an additional acquisi...
Cypress Financial Planning LLC Acquires 27,729 Shares of Vanguard Intermediate-Term Treasury ETF $VGIT
Cypress Financial Planning LLC increased its holdings in Vanguard Intermediate-Term Treasury ETF (NASDAQ: VGIT) by purchasing an additional 27,729 shares during the third quarter. This acquisition led...
Eclectic Associates Inc. ADV Has $44.26 Million Position in Capital Group International Focus Equity ETF $CGXU
Eclectic Associates Inc. ADV increased its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU) by 2.0% during the third quarter, adding an additional 29,497 shares to reach a tota...
Fermata Advisors LLC Acquires 51,225 Shares of Thornburg International Equity ETF $TXUE
Fermata Advisors LLC increased its shareholding in Thornburg International Equity ETF (TXUE) by 65.5% during the third quarter, acquiring an additional 51,225 shares, bringing their total holdings to ...
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Fermata Advisors LLC
Fermata Advisors LLC increased its holdings of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the third quarter, as reported in a recent SEC filing. The firm now owns 192,959 shares after adding ...
Eclectic Associates Inc. ADV Has $11.27 Million Stake in iShares Morningstar Mid-Cap Growth ETF $IMCG
Eclectic Associates Inc. ADV has increased its holdings of the iShares Morningstar Mid-Cap Growth ETF (IMCG) by 114% over the third quarter, purchasing an additional 72,568 shares and now owning a tot...
Fiduciary Alliance LLC Buys New Position in The Mosaic Company $MOS
Fiduciary Alliance LLC has increased its investment in The Mosaic Company by acquiring 56,790 shares in the third quarter of 2023. This new stake is worth approximately $1,969,000....
Czech National Bank Has $20.79 Million Stake in Waste Management, Inc. $WM
The Czech National Bank increased its shareholding in Waste Management, Inc., adding 4,615 shares to hold a total of 94,125 shares, reflecting a rise by 5.2% during the third quarter as reported in th...
Czech National Bank Purchases 7,592 Shares of United Parcel Service, Inc. $UPS
The Czech National Bank increased its holdings in United Parcel Service Inc. (UPS) by 7,592 shares during the third quarter, raising its total stock ownership to 186,940 shares....
Western Asset Mortgage Opportunity Fund (NYSE:DMO) Stock Price Passes Below 200 Day Moving Average – Here’s What Happened
On Thursday, Western Asset Mortgage Opportunity Fund Inc.'s (DMO) stock price dipped below its 200-day moving average. With a 200-day average of $11.84, the stock traded as low as $11.25. At close of ...
Zanaga Iron Ore (LON:ZIOC) Stock Price Crosses Below 200-Day Moving Average – Time to Sell?
The stock of Zanaga Iron Ore Company Limited has crossed below its 200-day moving average during recent trading, with the price reaching a low point of GBX 7.36. The current trading value is at GBX 7....
Palantir Technologies Inc. $PLTR is Chapin Davis Inc.’s 4th Largest Position
Chapin Davis Inc., during the third quarter, reduced its holdings of Palantir Technologies Inc. stock by 14.5% to 72,801 shares after selling 12,367 shares....
1,240 Shares in Caterpillar Inc. $CAT Acquired by Buckhead Capital Management LLC
In its recent filing with SEC, Buckhead Capital Management LLC disclosed that it has acquired 1,240 new shares of Caterpillar Inc., valued at approximately $592,000, during the third quarter....
Contravisory Investment Management Inc. Boosts Stock Holdings in Cincinnati Financial Corporation $CINF
Contravisory Investment Management Inc. increased its holdings of Cincinnati Financial Corporation's stock by 166.2% in the third quarter. The investment firm now owns 4,829 shares after acquiring an ...
Contravisory Investment Management Inc. Acquires 7,910 Shares of Trimble Inc. $TRMB
Contravisory Investment Management Inc. increased its shareholding in Trimble Inc. by 121.7% in the third quarter through an additional purchase of 7,910 shares, bringing its total to 14,409 shares....
Embree Financial Group Purchases Shares of 75,270 Angel Oak Mortgage-Backed Securities ETF $MBS
Embree Financial Group acquired 75,270 shares of Angel Oak Mortgage-Backed Securities ETF (MBS) in the third quarter. The total value of these shares is approximately $657,000, representing a new posi...
Contravisory Investment Management Inc. Has $785,000 Stock Position in Schwab U.S. Mid-Cap ETF $SCHM
Contravisory Investment Management Inc. significantly increased its investment in Schwab U.S. Mid-Cap ETF (SCHM) during the third quarter by acquiring an additional 22,524 shares, bringing their total...
Contravisory Investment Management Inc. Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Contravisory Investment Management Inc. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by selling 4,414 shares, resulting in a new total of 50,949 shares for the third...
Contravisory Investment Management Inc. Boosts Stock Holdings in Corteva, Inc. $CTVA
Contravisory Investment Management Inc. increased its stock holdings in Corteva, Inc. by 204.9% during the third quarter of the year as per a recent filing with the SEC. The fund now owns 14,256 share...
Contravisory Investment Management Inc. Buys New Position in Coinbase Global, Inc. $COIN
Contravisory Investment Management Inc. has recently purchased 5,020 shares of Coinbase Global Inc., a cryptocurrency exchange company, during the third quarter, valued at around $1,694,000 as per the...
Chesley Taft & Associates LLC Buys 1,160 Shares of iShares Core S&P 500 ETF $IVV
Chesley Taft & Associates LLC increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA:IVV) by purchasing an additional 1,160 shares during the third quarter. This move raised their total stak...
Vanguard Small-Cap ETF $VB is GRIMES & Co WEALTH MANAGEMENT LLC’s 2nd Largest Position
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Vanguard Small-Cap ETF (VB) by 84.8% in the third quarter, according to their latest SEC filing. The firm now owns 1,078,309 shares after ac...
First Horizon Corp Takes Position in The Boeing Company $BA
First Horizon Corp acquired 4,321 shares of The Boeing Company stock during the third quarter, increasing their holding by approximately $933,000....
Elite Wealth Management Inc. Acquires New Holdings in Philip Morris International Inc. $PM
Elite Wealth Management Inc has acquired a new stake in Philip Morris International Inc by purchasing 26,404 shares valued at approximately $4.283 million during the third quarter....
Nisa Investment Advisors LLC Reduces Holdings in Teledyne Technologies Incorporated $TDY
Nisa Investment Advisors LLC reduced its holdings in Teledyne Technologies Incorporated by 30.7% during the third quarter as disclosed in a recent SEC filing....
New York State Teachers Retirement System Reduces Stock Holdings in Marathon Petroleum Corporation $MPC
The New York State Teachers Retirement System decreased its holdings of Marathon Petroleum Corp by 6.3% during the third quarter after selling 16,102 shares, reducing its total stake to 238,921 shares...
1,797 Shares in Micron Technology, Inc. $MU Purchased by Legacy Trust
Legacy Trust acquired shares of Micron Technology Inc. (NASDAQ:MU) worth approximately $301,000 in the third quarter. The firm bought 1,797 shares as part of its latest SEC filing....
LifeWealth Investments LLC Has $6.07 Million Stock Position in Microsoft Corporation $MSFT
LifeWealth Investments LLC increased its holdings in Microsoft Corporation by 30% in the third quarter, purchasing an additional 2,703 shares, bringing their total stock position to 11,724 shares....
iShares Core S&P 500 ETF $IVV Stake Lowered by Tarbox Family Office Inc.
Tarbox Family Office Inc decreased its holdings of iShares Core S&P 500 ETF by selling off 25,677 shares in the third quarter. As a result, their position now amounts to owning 350,774 shares....
Valmark Advisers Inc. Acquires New Shares in Capital Group New Geography Equity ETF $CGNG
Valmark Advisers Inc. purchased 21,457 shares of the Capital Group New Geography Equity ETF (NYSEARCA: CGNG) during the third quarter, totalling approximately $663,000, increasing its stake to about 0...
Oregon Public Employees Retirement Fund Grows Stock Holdings in DexCom, Inc. $DXCM
The Oregon Public Employees Retirement Fund increased its holding in DexCom Inc by 32.5% during the third quarter of 2021, according to SEC filings. The fund now owns 44,805 shares of the medical devi...
State of Alaska Department of Revenue Has $4.84 Million Stock Holdings in lululemon athletica inc. $LULU
The State of Alaska Department of Revenue increased its stock holdings in lululemon athletica by 18.8% in the third quarter, adding 4,303 shares to reach a total of 27,233 shares valued at $4.84 milli...
Nisa Investment Advisors LLC Makes New Investment in Millicom International Cellular SA $TIGO
Nisa Investment Advisors LLC acquired 82,616 shares of Millicom International Cellular SA (TIGO) in the third quarter, with a value of approximately $4.01 million....
Lewis Asset Management LLC Has $19.80 Million Holdings in NVIDIA Corporation $NVDA
Lewis Asset Management LLC reduced its holdings in NVIDIA Corporation by 7.0% during the third quarter through the sale of 7,947 shares, leaving it with 106,140 shares....
97,000 Shares in Sandisk Corporation $SNDK Purchased by FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd., an institutional investor, purchased 97,000 shares in Sandisk Corporation (NASDAQ: SNDK) during the third quarter, as disclosed in a recent SEC filing. The transactio...
iShares Core MSCI EAFE ETF $IEFA is Heck Capital Advisors LLC’s 6th Largest Position
Heck Capital Advisors LLC increased its holdings of iShares Core MSCI EAFE ETF (BATS: IEFA) by 4.1% in the third quarter, adding 18,284 shares to reach a total of 463,118 shares. This position is now ...
iShares 0-3 Month Treasury Bond ETF $SGOV Stake Trimmed by Farnam Financial LLC
Farnam Financial LLC decreased its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) in the third quarter, reducing its stock position from 138,923 to 132,287 shares after selling 6,736 shares....
JPMorgan Chase & Co. $JPM is Bourgeon Capital Management LLC’s 2nd Largest Position
According to recent Securities and Exchange Commission filings, Bourgeon Capital Management LLC reduced its stake in JPMorgan Chase & Co (NYSE:JPM) by 3.3% during the third quarter, selling off 3,000 ...
Foster & Motley Inc. Purchases Shares of 8,346 Crown Holdings, Inc. $CCK
Foster & Motley Inc. increased its holdings in Crown Holdings Inc., purchasing 8,346 shares worth approximately $806,000 during the third quarter of this year as per securities filings with the US Sec...
FengHe Fund Management Pte. Ltd. Makes New $33.30 Million Investment in Corning Incorporated $GLW
FengHe Fund Management acquired 406,000 shares of Corning Incorporated during the third quarter, bringing its investment to approximately $33.3 million....
Heck Capital Advisors LLC Makes New Investment in iShares Gold Trust Micro $IAUM
Heck Capital Advisors LLC has purchased 712,000 shares of the iShares Gold Trust Micro (IAUM) in Q3, with a total acquisition cost of approximately $27.4 million....
Chandler Asset Management Inc. Raises Stake in iShares Core S&P Mid-Cap ETF $IJH
Chandler Asset Management Inc. recently disclosed an increase of 4.2% in its holdings of the iShares Core S&P Mid-Cap ETF (ticker: IJH) during the third quarter, as reported in their latest Form 13F f...
Evolution Wealth Management Inc. Increases Stock Holdings in Schwab US Large-Cap ETF $SCHX
Evolution Wealth Management Inc., increased its holdings of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 69.6% during the third quarter, after purchasing an additional 32,079 shares, reaching a total ow...
BankPlus Trust Department Has $19.07 Million Stock Holdings in Microsoft Corporation $MSFT
BankPlus Trust Department increased its investment in Microsoft by 8.9% in the third quarter, adding 3,001 shares to its existing holdings, resulting in an ownership of 36,819 shares worth approximate...
Tallinn city government postpones €100 million in investments
The Tallinn City Government, led by the Center-Isamaa coalition, has decided to delay approximately €100 million worth of planned investments as announced by Deputy Mayor Kristjan Järvan (Isamaa) on W...
WestEnd Advisors LLC Has $38.84 Million Holdings in S&P Global Inc. $SPGI
WestEnd Advisors LLC increased its holdings in S&P Global Inc. by 1,139,914.3% in the third quarter, acquiring an additional 79,794 shares to own a total of 79,801 shares valued at $38.84 million....
Railway Pension Investments Ltd Purchases 937,100 Shares of Public Service Enterprise Group Incorporated $PEG
Railway Pension Investments Ltd increased its investment in Public Service Enterprise Group Inc (PEG) by purchasing an additional 937,100 shares during the third quarter, bringing its total holdings t...
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