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2600 articles • Page 20 of 52

Spreng Capital Management Inc. Makes New Investment in Micron Technology, Inc. $MU
Spreng Capital Management Inc recently increased its investment in Micron Technology by acquiring 2,890 shares worth approximately $484,000 during the third quarter. This move reflects the fund's stra...
Glass Wealth Management Co LLC Purchases 10,234 Shares of Freeport-McMoRan Inc. $FCX
Glass Wealth Management Co LLC increased its holdings of Freeport-McMoRan Inc by acquiring an additional 10,234 shares in the third quarter. This brought their total to 136,793 shares....
GoalVest Advisory LLC Invests $1.79 Million in Coinbase Global, Inc. $COIN
GoalVest Advisory LLC acquired 5,300 shares of Coinbase Global, Inc., a cryptocurrency exchange company, with an investment value of approximately $1.789 million during the third quarter as reported i...
Realty Income Corporation $O Shares Purchased by Leslie Global Wealth LLC
Leslie Global Wealth LLC increased its holdings in Realty Income Corporation by 994.3% in the third quarter of the year. The company now owns 44,013 shares after purchasing an additional 39,991 shares...
iShares Russell 2000 ETF $IWM Stake Reduced by Leslie Global Wealth LLC
Leslie Global Wealth LLC decreased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by selling 16.9% worth of shares in the third quarter, following a sale of 2,391 shares. The firm now owns 11...
Railway Pension Investments Ltd Has $27.18 Million Position in Amgen Inc. $AMGN
Railway Pension Investments Ltd increased its holdings in Amgen Inc. by 9.3% during the third quarter of 2023, acquiring an additional 8,200 shares through which it now owns a total of 96,300 shares v...
Railway Pension Investments Ltd Increases Stake in Verisk Analytics, Inc. $VRSK
Railway Pension Investments Ltd increased its holdings in Verisk Analytics Inc. by 24% during the third quarter through an additional purchase of 11,900 shares, bringing their total ownership to 61,40...
Railway Pension Investments Ltd Buys 3,100 Shares of Roper Technologies, Inc. $ROP
Railway Pension Investments Ltd increased its shareholding in Roper Technologies Inc. by acquiring an additional 3,100 shares during the third quarter, raising their total holdings to 37,900 shares....
iShares S&P 100 ETF $OEF Shares Purchased by Semus Wealth Partners LLC
Semus Wealth Partners LLC increased its holdings of iShares S&P 100 ETF (NYSEARCA:OEF) shares in the third quarter by 111.3%. As reported, the firm owns a total of 2,952 shares acquired through additi...
Leslie Global Wealth LLC Has $9.94 Million Position in SPDR Portfolio Developed World ex-US ETF $SPDW
In the 3rd quarter, Leslie Global Wealth LLC reduced its holding of SPDR Portfolio Developed World ex-US ETF by selling 21,867 shares to hold a total of 232,319 shares valued at $9.94 million....
CocaCola Company (The) $KO Position Boosted by Asset Management One Co. Ltd.
Asset Management One Co. Ltd increased its holdings of The Coca-Cola Company (NYSE: KO) by 3.1% in the third quarter, adding 63,070 shares to bring its total ownership to 2,121,894 shares....
Advanced Micro Devices, Inc. $AMD Shares Acquired by Asset Management One Co. Ltd.
Asset Management One Co. Ltd. increased its shareholding in Advanced Micro Devices (NASDAQ: AMD) by 1.7% during the third quarter through an additional purchase of 11,808 shares, reaching a total hold...
Generate Investment Management Ltd Has $40.64 Million Stock Holdings in Broadcom Inc. $AVGO
Generate Investment Management Ltd increased its investment in Broadcom Inc by 175.5% during the third quarter of 2023, adding 78,463 shares to its existing holdings, which now total 123,182 shares va...
Generali Asset Management SPA SGR Purchases 4,017 Shares of Ulta Beauty Inc. $ULTA
Generali Asset Management SPA SGR increased its holding in Ulta Beauty Inc. by purchasing an additional 4,017 shares during the third quarter, resulting in ownership of 4,164 shares in total according...
Safe Pro Group (NASDAQ:SPAI) vs. NiSun International Enterprise Development Group (NASDAQ:NISN) Financial Review
The article provides a financial comparison between Safe Pro Group and NiSun International Enterprise Development Group, focusing on aspects like institutional ownership, valuation, dividends, profita...
Altfest L J & Co. Inc. Purchases 3,806 Shares of Vanguard Total Stock Market ETF $VTI
In the third quarter, Altfest L J & Co. Inc. increased its holdings in Vanguard Total Stock Market ETF (VTI) by 76.4%. The firm's ownership rose to 8,788 shares after purchasing an additional 3,806 sh...
Nvwm LLC Grows Stake in Alphabet Inc. $GOOGL
Nvwm LLC increased its shareholding in Alphabet Inc., adding 7,824 shares during the third quarter, resulting in a total of 37,163 shares. This represents a 26.7% rise in holdings and is reported thro...
Diversified Trust Co Invests $693,000 in CarMax, Inc. $KMX
In the third quarter, Diversified Trust Co invested $693,000 in CarMax Inc., acquiring 15,453 shares of its stock. This was reported in their most recent filing with the Securities and Exchange Commis...
Perigon Wealth Management LLC Purchases New Shares in Edison International $EIX
Perigon Wealth Management LLC purchased 8,393 shares of Edison International's stock during the third quarter, valued at approximately $464,000. This marks a new position initiated by the institutiona...
Perigon Wealth Management LLC Takes Position in abrdn Physical Palladium Shares ETF $PALL
During the 3rd quarter, Perigon Wealth Management LLC acquired 3,951 shares of abrdn Physical Palladium Shares ETF (NYSEARCA:PALL), valued at approximately $451,000. This information is based on their...
Econ Financial Services Corp Takes $682,000 Position in Flowserve Corporation $FLS
Econ Financial Services Corp purchased 12,838 shares of Flowserve Corporation during the third quarter, increasing their total investment to around $682,000....
Carnegie Investment Counsel Has $126.12 Million Holdings in JPMorgan Chase & Co. $JPM
Carnegie Investment Counsel decreased its holdings of JPMorgan Chase & Co's stock by selling 9,880 shares in the third quarter, reducing their total ownership to 399,828 shares....
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF Position Raised by Osaic Holdings Inc.
Osaic Holdings Inc has significantly increased its holdings of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) by 309,642.9% during the second quarter....
Best Construction Stocks To Research – December 31st
MarketBeat's stock screener suggests Caterpillar, Deere & Company, and Lowe’s Companies as the top construction stocks for consideration today. The article defines construction stocks as those represe...
The Progressive Corporation $PGR Stock Holdings Decreased by Calamos Advisors LLC
During Q3, Calamos Advisors LLC reduced its holdings in The Progressive Corporation (PGR) by 9.1%, selling 3,190 shares, resulting in a total ownership of 31,918 shares....
Delta Investment Management LLC Takes $804,000 Position in Rio Tinto PLC $RIO
Delta Investment Management LLC acquired a new position in Rio Tinto PLC stocks during the third quarter of 2023 by purchasing 12,180 shares worth approximately $804,000. This transaction adheres to S...
98,700 Shares in Brookdale Senior Living Inc. $BKD Bought by Delta Investment Management LLC
Delta Investment Management LLC acquired a new position in Brookdale Senior Living Inc. during the third quarter by purchasing 98,700 shares valued at approximately $836,000....
Top Renewable Energy Stocks To Keep An Eye On – December 30th
According to MarketBeat's stock screener tool, Quanta Services, WEC Energy Group, and NOV are recommended renewable energy stocks for investors to monitor today. These companies focus on generating po...
Calamos Wealth Management LLC Has $2.12 Million Holdings in RTX Corporation $RTX
Calamos Wealth Management LLC increased its holdings in Raytheon Technologies Corporation (RTX) by 28.4% during the third quarter, as detailed in their SEC Form 13F filing. They now own 12,687 shares ...
Boston Trust Walden Corp Cuts Holdings in M&T Bank Corporation $MTB
In the third quarter, Boston Trust Walden Corp reduced its holdings of M&T Bank Corporation stock by 83.3%. It now owns 8,170 shares after selling 40,842 shares....
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Buys 3,000 Shares of Equinix, Inc. $EQIX
In the third quarter, Cushing Asset Management LP through its division NXG Investment Management increased its investment in Equinix by purchasing an additional 3,000 shares, bringing its total holdin...
Aptiv PLC $APTV Shares Purchased by Calamos Advisors LLC
Calamos Advisors LLC increased its investment in Aptiv PLC (APTV) by 43.1% during the third quarter through additional purchases of 61,265 shares, raising its total holdings to 203,427 shares....
Copeland Capital Management LLC Has $286,000 Stake in UnitedHealth Group Incorporated $UNH
Copeland Capital Management LLC cut its stake in UnitedHealth Group by 98% during the third quarter of the year, as detailed in a recent SEC filing. The firm now holds 829 shares after selling off 40,...
Clark Asset Management LLC Purchases New Holdings in Caterpillar Inc. $CAT
Clark Asset Management LLC has acquired 1,398 new shares of Caterpillar Inc., valued at approximately $667,000, during the third quarter as per their disclosure to the Securities and Exchange Commissi...
Clark Asset Management LLC Grows Position in Invesco BulletShares 2033 Corporate Bond ETF $BSCX
During the third quarter, Clark Asset Management LLC increased its holdings of Invesco BulletShares 2033 Corporate Bond ETF (NASDAQ:BSCX) by purchasing an additional 88,130 shares. This raised their t...
Invesco BulletShares 2034 Corporate Bond ETF $BSCY Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings of Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY) in the third quarter, raising its position by 69.6% after acquiring 83,629 additional sh...
Schulz Wealth LTD. Has $33.75 Million Stock Position in Dimensional U.S. Core Equity 2 ETF $DFAC
Schulz Wealth LTD increased its holdings of the Dimensional U.S. Core Equity 2 ETF (DFAC) by 10% during Q3, adding an additional 79,177 shares to reach a total of 874,911 shares....
8,949 Shares in Invesco KBW Bank ETF $KBWB Acquired by Permanent Capital Management LP
Permanent Capital Management LP increased its holdings in Invesco KBW Bank ETF (NASDAQ: KBWB) by purchasing 8,949 shares during the third quarter, with a total investment value of approximately $700,0...
Permanent Capital Management LP Makes New Investment in Apollo Global Management Inc. $APO
Permanent Capital Management LP has acquired 3,484 shares of Apollo Global Management Inc., valued at approximately $464,000, in the third quarter as per its latest SEC filing. This represents a new i...
Permanent Capital Management LP Purchases Shares of 136,297 iShares Core U.S. Aggregate Bond ETF $AGG
Permanent Capital Management LP acquired 136,297 shares of the iShares Core U.S. Aggregate Bond ETF in the third quarter, with a valuation of approximately $13,664,000....
R.H. Dinel Investment Counsel Inc. Decreases Stake in Oracle Corporation $ORCL
According to R.H. Dinel Investment Counsel Inc.'s latest 13F filing with the SEC, their stake in Oracle Corporation decreased by 6.8% during the third quarter of this year, from selling off 2,900 shar...
Perigon Wealth Management LLC Purchases 20,917 Shares of Intercontinental Exchange Inc. $ICE
Perigon Wealth Management LLC increased its holdings of Intercontinental Exchange Inc. (ICE) by 20,917 shares during the third quarter, raising its total position to 38,372 shares....
Profit Investment Management LLC Sells 6,073 Shares of NVIDIA Corporation $NVDA
Profit Investment Management LLC reduced its holdings in NVIDIA Corporation by selling 6,073 shares in the third quarter, resulting in a current ownership of 7,236 shares and a stake value of approxim...
Mad River Investors Makes New $747,000 Investment in Amazon.com, Inc. $AMZN
Institutional investor Mad River Investors has increased its holdings in Amazon (NASDAQ:AMZN) by purchasing 3,400 shares valued at approximately $747,000 during the third quarter. This investment now ...
E. Ohman J or Asset Management AB Makes New $834,000 Investment in Rocket Lab Corporation $RKLB
In the third quarter, E. Ohman J or Asset Management AB purchased 17,400 shares of Rocket Lab Corporation, with a total value of approximately $834,000....
7,800 Shares in Tapestry, Inc. $TPR Acquired by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB has recently acquired a new position in Tapestry, Inc., purchasing 7,800 shares valued at approximately $883,000 during the third quarter....
Broadridge Financial Solutions, Inc. $BR Shares Purchased by Swedbank AB
Swedbank AB increased its holdings in Broadridge Financial Solutions Inc. by 6.7% during the third quarter, adding 2,828 shares and owning a total of 44,902 shares....
Freeport-McMoRan Inc. $FCX Shares Bought by Deprince Race & Zollo Inc.
In the third quarter of 2021, Deprince Race & Zollo Inc increased its holdings in Freeport-McMoRan (FCX) by acquiring an additional 60,049 shares, raising their total ownership to 960,877 shares....
Werner Enterprises, Inc. $WERN Stake Lessened by Deprince Race & Zollo Inc.
Deprince Race & Zollo Inc. decreased its holdings in Werner Enterprises by 0.9% during the third quarter, selling off 22,971 shares and now owning a total of 2,629,691 shares....
Client 1ST Advisory Group LLC Cuts Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC
Client 1ST Advisory Group LLC decreased its holdings of Dimensional U.S. Core Equity 2 ETF ($DFAC) by selling 23,491 shares in the third quarter, resulting in a new total holding of 1,191,023 shares....
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