investment
2600 articles • Page 21 of 52
Carnegie Investment Counsel increased its stake in QUALCOMM Inc by 2.9% during the third quarter of the fiscal year. The investment firm now holds 347,092 shares after acquiring an additional 9,731 sh...
Ellsworth Advisors LLC acquired 10,006 shares of Corcept Therapeutics Incorporated stock during the third quarter, with a total investment value of approximately $769,000. This information was disclos...
Carnegie Investment Counsel increased its stake in Shopify Inc., purchasing an additional 4,410 shares during the third quarter, raising their total holdings to 116,103 shares of the software company....
Carnegie Investment Counsel enhanced its shareholdings in W.P. Carey Inc.'s stock by 9.4% during the third quarter, as reported in their latest SEC filing. The fund's total holdings now amount to 208,...
Carnegie Investment Counsel has established a new stock position in Karman Holdings Inc., acquiring 249,307 shares with an approximate value of $18 million. This move took place during the third quart...
Osaic Holdings Inc. has grown its stake in CMS Energy Corporation (NYSE:CMS) by 34.4% during the second quarter of this year, increasing its holdings by purchasing an additional 10,168 shares to reach...
Carnegie Investment Counsel increased its shareholding in Applied Materials, Inc. by 17.8% during the third quarter, purchasing an additional 30,380 shares, thereby owning a total of 200,723 shares as...
Darwin Wealth Management LLC has purchased 40,321 shares of USA Rare Earth Inc., valuing the investment at approximately $693,000 as per a recent filing with the SEC. This transaction took place durin...
Farther Finance Advisors LLC decreased its shareholding in Aflac Incorporated by 19.8% during the third quarter of the year. The firm sold 4,983 shares, leading to an ownership of 20,219 shares....
Cwm LLC significantly increased its holdings of iShares S&P 100 ETF (OEF) during the third quarter, raising its position by 127.5% through adding 652,134 shares....
Curbstone Financial Management Corp acquired a new position worth approximately $534,000 in the iShares S&P 500 Growth ETF (NYSEARCA: IVW) during the third quarter of the year. This involves purchasin...
DAVENPORT & Co LLC increased its holdings of Capital Group Growth ETF (CGGR) by 16.7% in the third quarter, adding 63,418 shares to its existing portfolio....
Breakthru Advisory Services LLC has acquired 5,732 shares of Microsoft Corporation (NASDAQ: MSFT) during the third quarter, according to a recent filing with the SEC. The total value of the investment...
DAVENPORT & Co LLC increased its shareholding in Waste Management Inc (WM) on the NYSE by 21.4% during Q3, as reported to the SEC. The investment firm now owns 64,039 shares following a purchase of ad...
Connective Portfolio Management LLC has purchased 10,000 shares of EchoStar Corporation's stock, amounting to a value of around $736,000. This new position was established during the third quarter and...
Friedenthal Financial has acquired 4,881 shares of Jabil Inc., with a value of approximately $1,060,000, during the third quarter as reported by its latest Form 13F filing with the SEC. This represent...
Davies Financial Advisors Inc. reduced its holding of iShares Gold Trust (NYSEARCA: IAU) in the third quarter, selling 11,472 shares and leaving it with a total of 74,031 shares....
Squarepoint Ops LLC purchased 21,362 shares of Artivion Inc. during the second quarter with a total value of approximately $664,000 according to SEC filings. This represents the establishment of a new...
Thrivent Financial for Lutherans increased its holdings in Rithm Capital Corp. by 108.7% during the second quarter. The investment firm's ownership of Rithm Capital reached 188,633 shares after purcha...
Institutional investor Perpetual Ltd reduced its holdings of Exxon Mobil Corporation's stock by 23.7% in the third quarter. After selling 8,828 shares during the period, Perpetual now holds 28,407 sha...
Perpetual Ltd acquired additional shares of Western Digital Corporation during the third quarter, purchasing 6,132 shares valued at around $736,000. The transaction was disclosed in a recent filing wi...
Gibson Wealth Advisors LLC decreased its holdings in Exxon Mobil by 31.7% during the third quarter, selling 10,030 shares and retaining a total of 21,564 shares....
Exchange Traded Concepts LLC increased its holdings in QUALCOMM Incorporated by 122.6% in the third quarter, adding 211,842 shares to reach a total of 384,604 shares valued at $63.98 million....
Sound Income Strategies LLC purchased 2,397 shares of GE Aerospace, valued at approximately $717,000, during the third quarter. This investment represents a new stake in the company as reported throug...
Red Door Wealth Management LLC increased its holding in Eli Lilly and Company by purchasing an additional 866 shares during the third quarter, bringing their total ownership to 3,303 shares....
Perpetual Ltd increased its holdings in Capital One Financial Corporation (COF) by 229% during the third quarter. The fund purchased an additional 3,211 shares, bringing its total stock position to 4,...
Perpetual Ltd has acquired a new position of 29,707 shares in Coterra Energy Inc., valued at approximately $703,000. This acquisition was reported to the Securities and Exchange Commission for the thi...
Perpetual Ltd reduced its holdings in Intuitive Surgical Inc by 99.2%, decreasing the stake from 101,199 shares to just 857 as of Q3 reports filed with SEC....
Brighton Jones LLC has increased its share ownership in NIKE Inc. by 54.6% during the third quarter, adding 37,019 shares to their existing holdings and now owning a total of 104,791 shares, according...
Signal Advisors Wealth LLC decreased its holdings of Fidelity Enhanced International ETF (NYSEARCA:FENI) by 79.8% in the third quarter, selling off 39,760 shares and retaining 10,092 shares....
Jackson Square Capital LLC reduced its holdings of Broadcom Inc's shares by 13.3% in the third quarter of 2023, according to SEC filings. The firm now holds 74,314 shares following a reduction of 11,3...
Aurania Resources Ltd.'s stock price declined by 13.5% on Saturday, trading as low as C$0.14 and closing at C$0.16. The volume increased significantly from the average session volume of 69,450 shares ...
Exchange Traded Concepts LLC increased its holdings of Taiwan Semiconductor Manufacturing Company's shares (NYSE:TSM) by 36.7% in the third quarter, according to a recent filing with the SEC. The inst...
In the second quarter, Texas Permanent School Fund Corp reduced its holdings in Century Aluminum Company (NASDAQ: CENX) by 47.9%, down to 119,809 shares after selling 110,320 shares....
Douglas Lane & Associates LLC decreased its holdings of UnitedHealth Group Inc by 4.1% in the third quarter of 2023, as reported to the SEC with a 13F filing. The position now includes 74,074 shares a...
Osaic Holdings Inc. increased its shares of VanEck Uranium and Nuclear ETF (symbol: NLR) by 40.1% in the second quarter, acquiring an additional 27,198 shares to reach a total holding of 94,982 shares...
Thrivent Financial for Lutherans has purchased new shares in the VanEck Intermediate Muni ETF (BATS:ITM) during the second quarter, amounting to 90,276 shares worth about $4.1 million according to the...
Squarepoint Ops LLC acquired 190,724 shares in Cemex S.A.B. de C.V., valued at approximately $1.3 million, during the second quarter as per their latest SEC filing....
Central Bank & Trust Co. decreased its shareholdings in the iShares MSCI Emerging Markets ex China ETF (ticker: EMXC) by 16,810 shares during Q3, reducing their total holdings to 154,386 shares....
The share price of Ares Dynamic Credit Allocation Fund (NYSE:ARDC) has dropped below its 200-day moving average during recent trading, indicating a possible change in market sentiment. It traded as lo...
Central Bank & Trust Co. decreased its holdings in Nucor Corp by 34.9% in the third quarter of 2021, reducing its stock ownership to 19,500 shares following a sale of 10,442 shares....
The Pension Protection Fund has purchased 24,200 shares of SLB Limited (Schlumberger), an oil and gas company, during the third quarter for approximately $832,000....
Contravisory Investment Management Inc. has purchased 9,961 shares of Corning Incorporated's stock during the third quarter as reported in their latest SEC filing, holding a value of about $817,000....
Chapin Davis Inc reduced its ownership in Axon Enterprise by 90.4% during the third quarter, selling 6,066 shares and holding only 644 shares after the transaction....
The Czech National Bank has increased its investment in Ford Motor Company by acquiring an additional 38,134 shares during the third quarter, bringing its total holdings to 992,807 shares....
The Czech National Bank has bolstered its investment in Tesla Inc., increasing its holdings by 4.0% during the third quarter to total 712,601 shares. This move adds an additional 27,709 shares to thei...
Chapin Davis Inc., an institutional investor, acquired 146,344 shares of Norwegian Cruise Line Holdings Ltd. in the third quarter, according to a recent SEC filing. The acquisition was valued at appro...
Chapin Davis Inc recently bought a new position in the iShares 0-3 Month Treasury Bond ETF (SGOV) during the third quarter, acquiring 13,313 shares valued at around $1.34 million....
During the 3rd quarter, Chapin Davis Inc increased its holdings in General Electric's energy division (GE Vernova) by acquiring an additional 980 shares. This brought their total ownership to 12,303 s...
Contravisory Investment Management Inc. reduced its stake in Spotify Technology by 11.2% during the third quarter of 2023, ending with ownership of 21,637 shares after selling 2,722 shares....