investment
2494 articles • Page 26 of 50
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...
Ferguson Wellman Capital Management Inc. increased its holdings in Entergy Corporation by 5.2% over the third quarter via an addition of 64,037 shares. The firm now owns a total of 1,299,428 shares of...
In the third quarter, Cardinal Capital Management purchased 11,605 shares of Enersys stock at an estimated value of $1.3 million, according to new filing details....
Cardinal Capital Management decreased its holdings in Raymond James Financial Inc by selling 4,180 shares in the third quarter, resulting in an adjusted position of 28,263 shares. This reduction is re...
Clear Harbor Asset Management LLC increased its holdings in the Vanguard FTSE All-World ex-US ETF (VEU) by 2.5% during the third quarter, raising its stake from 292,235 to 299,618 shares....
Clear Harbor Asset Management LLC has increased its stake in Regeneron Pharmaceuticals Inc. by 26.3% during the third quarter of the year as per filings with the SEC. The institutional investor's owne...
Clear Harbor Asset Management LLC reduced its stock position in Enphase Energy Inc. by 11.7% in the third quarter, retaining ownership of 127,774 shares after selling 16,892 shares during that period....
Rede Wealth LLC purchased 639 shares of Eli Lilly and Company during the third quarter, with a total value of approximately $487,000. This new position was disclosed in recent filings submitted to the...
Shaker Investments LLC increased its holdings in Amazon.com (NASDAQ:AMZN) by purchasing an additional 7,307 shares during the third quarter, raising its total ownership to 30,283 shares....
Stockman Wealth Management Inc has decreased its holdings in NVIDIA Corporation's stock by 7.3% during the third quarter of this year, selling off 7,755 shares and retaining ownership of 99,185 shares...
LeConte Wealth Management LLC increased its holdings in NVIDIA Corporation by purchasing an additional 3,773 shares during the third quarter. The total stake now amounts to 24,656 shares....
FSM Wealth Advisors LLC raised its Amazon.com stock holdings by 12.5% in the third quarter of 2023, increasing its share count to 29,922 through an additional acquisition of 3,327 shares. This investm...
Benchmark Financial Wealth Advisors LLC increased its holdings in the iShares Core S&P 500 ETF (IVV) by purchasing an additional 3,656 shares during the third quarter. Following this transaction, ...
In the third quarter, Community Trust & Investment Co. increased its holdings of Prologis, Inc. (NYSE: PLD) shares by acquiring an additional 4,913 shares. The new total stake is 77,776 shares....
Chicago Capital LLC increased its stake in CME Group Inc. by 583.8% during the third quarter, adding 11,378 shares to reach a total of 13,327 shares....
Commonwealth Equity Services LLC reduced its holdings of Eli Lilly and Company (NYSE:LLY) by 18,358 shares in the third quarter, resulting in a total ownership of 353,144 shares....
According to MarketBeat's stock screener tool, CrowdStrike, Palo Alto Networks, and Fortinet are highlighted as key cybersecurity stocks for investors to monitor on January 5th. These firms are engage...
Miracle Mile Advisors LLC acquired 1,753 shares of Lumentum Holdings Inc., valued at approximately $285,000, during the third quarter. This information was disclosed in their latest filing with the Se...
Mather Group LLC increased its holdings of Broadcom Inc.'s (NASDAQ: AVGO) shares by 10.9% in the third quarter, as reported in a recent SEC filing. The company now owns 55,178 shares following an addi...
Mather Group LLC increased its holdings in Alphabet Inc. by 13.6% during the third quarter, purchasing an additional 6,730 shares to have a total of 56,384 shares....
During the 3rd quarter, Ninety One SA PTY Ltd reduced its holdings in Broadcom Inc. by selling 12,017 shares, leading to a current holding of 20,553 shares worth approximately $6.78 million....
Mattern Capital Management LLC reduced its holdings in Broadcom Inc. by 10.9% during the third quarter, selling 4,795 shares and retaining a total of 39,314 shares....
Blue Bell Private Wealth Management LLC Raises Position in ASA Gold and Precious Metals Limited $ASA
In the third quarter, Blue Bell Private Wealth Management LLC increased its holdings in ASA Gold and Precious Metals Limited by 9.3%. The institution now owns 138,355 shares of the investment manageme...
D.A. Davidson & CO. reduced its holding of Salesforce Inc (NYSE:CRM) by selling 3,566 shares during the third quarter, resulting in an ownership position of 41,503 shares. This represents a reduction ...
D.A. Davidson & CO. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by purchasing an additional 8,331 shares, raising their stake to a total of 67,875 shares during the ...
David Knox, the CFO of Hyperion DeFi (NASDAQ:HYPD), purchased 27,950 shares on December 31st at an average price of $3.59 per share, totalling $100,340.50. Post transaction, he now owns a total of 327...
Institute for Wealth Management LLC decreased its holdings of Alphabet Inc. (NASDAQ:GOOGL) by selling 2,241 shares during the third quarter, reducing its stake by 3.8%. Post transaction, it holds 56,3...
During the third quarter, Miracle Mile Advisors LLC increased its holdings of Meta Platforms, Inc. by 1.6%, adding 955 shares and bringing its total to 61,295 shares....
Merit Financial Group LLC increased its stock holdings in Dollar General Corp (NYSE:DG) by 61.9% during the third quarter, purchasing an additional 4,842 shares to bring its total ownership to 12,663 ...
Los Angeles Capital Management LLC increased its stake in Meta Platforms (NASDAQ: META) during Q3 by buying an additional 48,563 shares, bringing the total to 1,525,270 shares....
Miracle Mile Advisors LLC reduced its holdings of iShares ESG Advanced MSCI EAFE ETF (DMXF) in the third quarter, selling 15,717 shares and holding only 4,069 shares after the transaction....
Community Trust & Investment Co. increased its investment in Zoetis Inc. by acquiring an additional 6,014 shares in the third quarter, bringing the total holdings to 116,408 shares....
Chicago Capital LLC increased its stake in Caterpillar Inc. (NYSE: CAT) by 22.1% during the third quarter through additional purchases of 1,315 shares, bringing its total holdings to 7,274 shares....
Community Trust & Investment Co. reduced its holdings of Amphenol Corporation's shares by 15.3% in the third quarter, according to their latest SEC filing. After selling 40,093 shares, they now hold 2...
Marine Petroleum Trust (NASDAQ:MARPS) Share Price Passes Above 50-Day Moving Average – Time to Sell?
The share price of Marine Petroleum Trust (NASDAQ:MARPS) has surpassed its 50-day moving average during recent trading. As of the latest report, MARPS shares traded at $4.35 with a high of $4.42 and a...
Cordatus Wealth Management LLC significantly increased its holdings of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) in Q3 2023. The firm's share count reached 20,481 after it bought an additional...
West Paces Advisors Inc. increased its holding of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.8% in the third quarter, adding an additional 1,900 shares to its existing position, now totalling 107,636 s...
Gateway Investment Advisers LLC has recently invested in the Vanguard S&P 500 ETF, acquiring 7,499 shares valued at approximately $4.59 million during the third quarter....
Leslie Global Wealth LLC reduced its ownership of Invesco QQQ (NASDAQ:QQQ) by selling 1,465 shares in the third quarter. The firm's holdings now stand at 10,961 shares following this transaction....
Elm3 Financial Group LLC reduced its holdings in Eli Lilly and Company by 17.2% during the third quarter, selling 1,016 shares to leave them with 4,898 shares as per their latest filing with the SEC....
Eagle Strategies LLC increased its holdings of iShares Core S&P 500 ETF (IVV) by purchasing an additional 4,083 shares in the third quarter. The total number of shares now owned stands at 19,102....
GoalVest Advisory LLC significantly increased its stake in Palo Alto Networks, Inc., by purchasing an additional 10,091 shares in the third quarter, raising their total holdings to 10,899 shares....
Harbor Island Capital LLC decreased its holdings in Lam Research Corporation by 28.9% in the third quarter of the year, selling 93,675 shares and retaining 230,800 shares....
Daymark Wealth Partners LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 14.1% during the third quarter as per the latest SEC filing, raising its stake to 94,306 shares....
During the third quarter, Sandy Cove Advisors LLC significantly increased its holding in JPMorgan Ultra-Short Income ETF by acquiring an additional 146,606 shares, marking a rise of nearly 3571.4% fro...
Stanley Laman Group Ltd. sold 8,708 shares of Archer Daniels Midland Company, reducing its holdings by 11.6% during the third quarter to a total of 66,675 shares....
Gateway Investment Advisers LLC increased its holdings of Bristol Myers Squibb Company by 10% in the third quarter of 2023, purchasing an additional 10,284 shares and bringing the total to 113,457 sha...
WestEnd Advisors LLC decreased its holdings of Mastercard Inc stock by 1.5% in the third quarter, selling off 1,151 shares to end up with ownership of 76,967 shares....
Railway Pension Investments Ltd increased its stake in IDEXX Laboratories by 92.1% in the third quarter through an additional purchase of 142,200 shares, bringing its total holdings to 296,530 shares....
WestEnd Advisors LLC reduced its holdings of Walmart Inc.'s stock by 1.6% in the third quarter, selling 7,050 shares and leaving it with a total of 422,996 shares valued at $43.59 million. This now re...