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2026-01-18 20:14 UTC
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iShares Core Total USD Bond Market ETF $IUSB Shares Purchased by Heck Capital Advisors LLC
Heck Capital Advisors LLC increased its holdings of iShares Core Total USD Bond Market ETF (NASDAQ: IUSB) by 220.7% during the third quarter, as reported to the Securities and Exchange Commission (SEC...
Ferguson Wellman Capital Management Inc. Has $94.70 Million Stock Position in Parker-Hannifin Corporation $PH
Ferguson Wellman Capital Management Inc. reduced its stock holdings of Parker-Hannifin Corporation by 26% during the third quarter, as reported on their latest Form 13F filing with the Securities and ...
Uber Technologies, Inc. $UBER Shares Acquired by Elk River Wealth Management LLC
Elk River Wealth Management LLC increased its investment in Uber Technologies Inc., adding 39,169 shares to make a total of 73,733 shares during the third quarter....
NVIDIA Corporation $NVDA Stake Decreased by Howard Capital Management Group LLC
Howard Capital Management Group LLC decreased its stake in NVIDIA Corporation by 2.2% in the third quarter, selling 23,566 shares, leaving it with a total of 1,039,214 shares or 12.3% of their portfol...
Vanguard Small-Cap ETF $VB is Code Waechter LLC’s 4th Largest Position
Code Waechter LLC increased its holdings of Vanguard Small-Cap ETF (NYSEARCA:VB) by 22.3% in the third quarter, adding 7,696 shares to its existing position and now owning a total of 42,240 shares....
Salomon & Ludwin LLC Boosts Position in Alphabet Inc. $GOOG
Salomon & Ludwin LLC increased its holdings in Alphabet Inc., NASDAQ:GOOG, by 94.4% during the third quarter according to their latest Form 13F filing with the SEC, acquiring an additional 1,953 share...
Letson Investment Management Inc. Grows Stock Position in Accenture PLC $ACN
Letson Investment Management Inc. increased its holding in Accenture PLC by 6% during the third quarter. The firm's stock ownership expanded to 44,193 shares of the information technology service prov...
Letson Investment Management Inc. Makes New Investment in Fiserv, Inc. $FISV
Letson Investment Management Inc. increased its investment in Fiserv, Inc., purchasing 73,166 shares valued at around $9,433,000 during the third quarter of 2023, as documented in a recent SEC filing....
38,274 Shares in Advanced Micro Devices, Inc. $AMD Bought by Stanley Laman Group Ltd.
Stanley Laman Group Ltd recently acquired 38,274 shares in Advanced Micro Devices Inc (AMD) during the third quarter, worth approximately $6.19 million....
Railway Pension Investments Ltd Grows Stock Holdings in McDonald’s Corporation $MCD
Railway Pension Investments Ltd increased its stock holdings in McDonald’s Corporation by 28.9% during the third quarter, acquiring an additional 24,300 shares to a total of 108,400 shares....
Leslie Global Wealth LLC Sells 4,099 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Leslie Global Wealth LLC reduced its holdings in iShares MSCI USA Quality Factor ETF (BATS: QUAL) by 12.6% in the third quarter, selling 4,099 shares and ending up with 28,376 shares....
Railway Pension Investments Ltd Increases Stock Holdings in Thermo Fisher Scientific Inc. $TMO
Railway Pension Investments Ltd increased its stock holdings in Thermo Fisher Scientific Inc. by 174.6% during the third quarter, according to a recent Form 13F filing with the SEC. The firm now owns ...
Railway Pension Investments Ltd Has $187.48 Million Stake in Mastercard Incorporated $MA
Railway Pension Investments Ltd increased its stake in Mastercard Inc by 267.9% during the third quarter, acquiring an additional 240,000 shares to reach a total of 329,600 shares....
Railway Pension Investments Ltd Boosts Stake in Danaher Corporation $DHR
Railway Pension Investments Ltd significantly increased its stake in Danaher Corporation (DHR) by 148.4% in the third quarter of 2023, as per their latest SEC filing....
Stanley Laman Group Ltd. Makes New $2.13 Million Investment in Axsome Therapeutics, Inc. $AXSM
Stanley Laman Group Ltd has recently purchased 17,501 shares of Axsome Therapeutics Inc., with a total investment of approximately $2.125 million during the third quarter as reported in their latest S...
Generali Asset Management SPA SGR Has $2.02 Million Stake in CoStar Group, Inc. $CSGP
Generali Asset Management SPA SGR significantly increased its holding in CoStar Group Inc's stock by purchasing an additional 20,661 shares, which raised its total stake to 23,880 shares following the...
Archer Daniels Midland Company $ADM Position Boosted by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR increased its holdings in Archer Daniels Midland Company (ADM) shares by 146.4% in the third quarter, adding 24,946 more shares to bring their total to 41,989....
Higgins & Schmidt Wealth Strategies LLC Grows Holdings in Apple Inc. $AAPL
Higgins & Schmidt Wealth Strategies LLC increased its investment in Apple Inc. by 69.6% in the third quarter, acquiring an additional 3,868 shares to bring its total holdings to 9,429 shares of Apple ...
Perigon Wealth Management LLC Boosts Position in JPMorgan Chase & Co. $JPM
Perigon Wealth Management LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.0% in the third quarter, reporting ownership of 131,018 shares after acquiring an additional 7,427 shares d...
Mirova US LLC Acquires New Holdings in Broadcom Inc. $AVGO
Mirova US LLC has established a new investment position in Broadcom Inc., purchasing 339,947 shares worth approximately $112 million during the third quarter as per its SEC filing. This move aligns wi...
Pacer Advisors Inc. Buys Shares of 43,680 Paramount Skydance Corporation $PSKY
In the third quarter, Pacer Advisors Inc. purchased a new stake in Paramount Skydance Corporation, acquiring 43,680 shares with an estimated value of $826,000. This buy is detailed in their latest SEC...
Financial Review: NNN REIT (NYSE:NNN) and Cousins Properties (NYSE:CUZ)
This article provides an analysis of two mid-cap finance companies, NNN REIT and Cousins Properties, examining factors such as profitability, institutional ownership, dividends, risk, analyst recommen...
Promising Infrastructure Stocks To Watch Now – January 2nd
According to MarketBeat's stock screener tool, seven infrastructure stocks are recommended for observation today: Alibaba Group, Coinbase Global, Vertiv, Applied Digital, Marvell Technology, Internati...
Best Mining Stocks To Consider – January 2nd
MarketBeat's stock screener tool highlights seven mining stocks for investor consideration: Caterpillar, IREN, Newmont, Barrick Mining, Freeport-McMoRan, Cameco, and First Majestic Silver. These compa...
Digital Media Stocks To Follow Now – January 1st
According to MarketBeat's stock screener tool, investors should follow Adobe, DoubleVerify, and Ziff Davis today as digital media stocks. These companies' core businesses center around creating, distr...
Generali Asset Management SPA SGR Boosts Stake in Intuitive Surgical, Inc. $ISRG
Generali Asset Management SPA SGR increased its holdings in Intuitive Surgical Inc., purchasing an additional 1,316 shares during the third quarter to hold a total of 20,467 shares. The information is...
Cantor Fitzgerald Investment Advisors L.P. Sells 117,347 Shares of NiSource, Inc $NI
Cantor Fitzgerald Investment Advisors L.P. decreased its holding in NiSource Inc by 117,347 shares during the third quarter, reducing its stake by 36.2%. As a result, it now holds 207,216 shares of th...
Osaic Holdings Inc. Buys 17,975 Shares of Smurfit Westrock PLC $SW
Osaic Holdings Inc increased its holdings in Smurfit Westrock PLC (SW) by purchasing an additional 17,975 shares during the second quarter. After this purchase, Osaic Holdings now owns a total of 32,2...
iShares Blockchain and Tech ETF $IBLC Stock Position Increased by Osaic Holdings Inc.
Osaic Holdings Inc increased its holdings of iShares Blockchain and Tech ETF (IBLC) by 63.7% in the second quarter, adding an additional 13,232 shares to bring their total ownership up to 34,016 share...
Delta Investment Management LLC Increases Stake in Mplx Lp $MPLX
Delta Investment Management LLC increased its holdings in MPLX by 50.9% in the third quarter of 2023 by purchasing an additional 12,606 shares, resulting in a total holding of 37,371 shares....
CenterStar Asset Management LLC Makes New Investment in Costco Wholesale Corporation $COST
CenterStar Asset Management LLC has acquired 791 shares of Costco Wholesale Corporation during the third quarter, valued at approximately $732,000....
Forefront Wealth Partners LLC Acquires New Position in iShares 7-10 Year Treasury Bond ETF $IEF
During the third quarter, Forefront Wealth Partners LLC purchased 22,027 shares of the iShares 7-10 Year Treasury Bond ETF (IEF), as reported in their latest Form 13F filing with the SEC....
Forefront Wealth Partners LLC Acquires New Holdings in Franklin U.S. Mid Cap Multifactor Index ETF $FLQM
Forefront Wealth Partners LLC has acquired new holdings totaling 11,493 shares of the Franklin U.S. Mid Cap Multifactor Index ETF (Ticker: FLQM) during the third quarter. The investment is valued at a...
Mid Cap Stocks To Follow Today – December 30th
According to MarketBeat's stock screener tool, investors should focus on five Mid Cap stocks today: Direxion Daily TSLA Bull 2X Shares, ProShares UltraPro Short QQQ, D-Wave Quantum, AltC Acquisition, ...
Promising Dividend Stocks To Follow Now – December 30th
MarketBeat's stock screener highlights seven dividend stocks worth monitoring: Direxion Daily TSLA Bull 2X Shares, Exxon Mobil Corporation, Pfizer Inc., Chevron Corporation, Verizon Communications Inc...
Zelensky Speaks on Partner Investments in Ukraine
Ukrainian President Volodymyr Zelensky provided an update regarding investments from Ukraine's partners into the country. Details of specific investments and investors were not disclosed....
Vanguard Value ETF $VTV Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings in VTV by acquiring an additional 34,094 shares during the third quarter, raising their total share count to 426,081....
Solar Stocks To Follow Today – December 29th
Five solar stocks recommended for today's market attention are First Solar, Enphase Energy, Canadian Solar, Nextpower, and Sunrun, based on MarketBeat’s stock screener tool analysis....
Permanent Capital Management LP Makes New Investment in AbbVie Inc. $ABBV
Permanent Capital Management LP has purchased 3,109 shares of AbbVie Inc., valued at approximately $720,000, during the third quarter as disclosed to the SEC. The company modified its holdings along w...
Valley National Advisers Inc. Has $122,000 Stake in Thermo Fisher Scientific Inc. $TMO
Valley National Advisers Inc. significantly reduced its holdings in Thermo Fisher Scientific Inc. by 92.3% during the third quarter, decreasing its stock ownership to only 254 shares and selling a tot...
Vanguard Value ETF $VTV is Regatta Capital Group LLC’s 3rd Largest Position
Regatta Capital Group LLC increased its position in Vanguard Value ETF (NYSEARCA: VTV) by 2.1% during the third quarter, adding 3,627 shares to reach a total of 174,322 shares....
Broadcom Inc. $AVGO is Foresight Capital Management Advisors Inc.’s 7th Largest Position
Foresight Capital Management Advisors Inc. decreased its investment in Broadcom Inc. by 13.8% in the third quarter, leaving it with 17,610 shares of the semiconductor company after selling 2,819 share...
NVIDIA Corporation $NVDA Shares Acquired by OFI Invest Asset Management
In the third quarter of 2023, OFI Invest Asset Management significantly increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by acquiring an additional 631,707 shares, raising their total holdings ...
Sapient Capital LLC Acquires Shares of 127,760 Custom Truck One Source, Inc. $CTOS
Sapient Capital LLC purchased 127,760 shares in Custom Truck One Source, Inc., increasing its holdings by an estimated value of $810,000. This acquisition was disclosed through a Form 13F filing with ...
Sowell Financial Services LLC Buys 3,146 Shares of Capital One Financial Corporation $COF
Sowell Financial Services LLC increased its holdings in Capital One Financial Corporation by purchasing an additional 3,146 shares during the third quarter. The firm now owns a total of 12,984 shares....
Meta Platforms, Inc. $META Shares Bought by Swedbank AB
Swedbank AB increased its holdings in Meta Platforms Inc by 1%, adding an additional 34,238 shares during the third quarter, according to its latest SEC filing....
Alphabet Inc. $GOOGL Shares Acquired by HBK Sorce Advisory LLC
HBK Sorce Advisory LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 47.1% during the third quarter of 2023, acquiring an additional 31,134 shares and bringing their total holdings to 97,2...
Critical Survey: Marcus (NYSE:MCS) and AiRWA (NASDAQ:YYAI)
The article provides a comparative analysis focusing on investment potential between two small-cap consumer discretionary companies, Marcus (NYSE:MCS) and AiRWA (NASDAQ:YYAI). It explores various fact...
Osaic Holdings Inc. Sells 26,384 Shares of American Century Focused Dynamic Growth ETF $FDG
Osaic Holdings Inc. reduced its holding in American Century Focused Dynamic Growth ETF (FDG) by selling 26,384 shares during the second quarter. This resulted in the fund's ownership decreasing to 23,...
Betting on climate failure, these investors could earn billions
Investment firms have allocated over $100 million towards developing speculative technologies aimed at cooling the planet. These technologies carry uncertain side effects....
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