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2026-01-19 15:53 UTC
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2494 articles • Page 27 of 50

Mastercard Incorporated $MA Shares Sold by WestEnd Advisors LLC
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....
HP Inc. $HPQ Shares Bought by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its investment in HP Inc. by 6.1% during the third quarter of the year by buying an additional 92,400 shares. The total holdings now stand at 1,600,015 shares...
Davis Capital Management Buys New Stake in iShares Core S&P 500 ETF $IVV
Davis Capital Management bought new shares of iShares Core S&P 500 ETF (ticker: IVV) during the third quarter. The institutional investor acquired 867 shares, worth approximately $580,000, accordi...
Mechanics Bank Trust Department Has $14.98 Million Holdings in JPMorgan Equity Premium Income ETF $JEPI
During the third quarter, Mechanics Bank Trust Department reduced its holdings of JPMorgan Equity Premium Income ETF by 11.6%, selling 34,588 shares to retain ownership of 262,353 shares....
GoalVest Advisory LLC Grows Holdings in Vanguard S&P 500 ETF $VOO
GoalVest Advisory LLC increased its holdings in Vanguard S&P 500 ETF by 9.4% in Q3, purchasing an additional 22,579 shares to own a total of 261,688 shares....
Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC decreased its holdings of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the third quarter, selling 168,628 shares and reducing its stake to 3,808,858 shares....
GoalVest Advisory LLC Acquires New Shares in CAVA Group, Inc. $CAVA
GoalVest Advisory LLC has purchased 8,530 new shares of CAVA Group Inc., worth around $515,000, as reported in their latest SEC filing....
iShares Select Dividend ETF $DVY Shares Sold by GoalVest Advisory LLC
GoalVest Advisory LLC decreased its holdings of iShares Select Dividend ETF (NASDAQ: DVY) by 87.1% in the third quarter, reducing their position from an unspecified original amount to 5,856 shares aft...
WestEnd Advisors LLC Takes $224.76 Million Position in iShares Expanded Tech Sector ETF $IGM
WestEnd Advisors LLC acquired 1,784,481 shares of iShares Expanded Tech Sector ETF (IGM) during the third quarter, with a total value of approximately $224.76 million....
102,768 Shares in Loews Corporation $L Bought by Letson Investment Management Inc.
Letson Investment Management Inc acquired 102,768 shares of Loews Corporation's stock during the third quarter of this year. The purchase amounted to approximately $10,317,000 and represents about 3.7...
WestEnd Advisors LLC Purchases 139,823 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
In the third quarter, WestEnd Advisors LLC increased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by 13.8%, adding 139,823 shares to its portfolio, which now totals 1,155,466 share...
Stanley Laman Group Ltd. Invests $8.79 Million in Lam Research Corporation $LRCX
Stanley Laman Group Ltd purchased 65,637 shares of Lam Research Corporation during the third quarter at a value of approximately $8.79 million. This position makes up about 1.3% of Stanley Laman's por...
Sandy Cove Advisors LLC Has $5.70 Million Holdings in iShares Core MSCI EAFE ETF $IEFA
Sandy Cove Advisors LLC increased its holdings of iShares Core MSCI EAFE ETF (IEFA) by 14.4% during the third quarter by adding 8,189 shares to its existing portfolio....
ConocoPhillips $COP Shares Sold by DT Investment Partners LLC
DT Investment Partners LLC reduced its holdings of ConocoPhillips shares (NYSE:COP) by 88.6% in the third quarter, according to an SEC filing. The firm now holds 1,933 shares after selling a significa...
West Paces Advisors Inc. Increases Stake in JPMorgan Ultra-Short Income ETF $JPST
West Paces Advisors Inc. raised its investment in JPMorgan Ultra-Short Income ETF (JPST) by 15.8% in the third quarter, purchasing an additional 19,012 shares and increasing ownership to a total of 13...
Gateway Investment Advisers LLC Purchases Shares of 13,205 iShares U.S. Aerospace & Defense ETF $ITA
In the third quarter, Gateway Investment Advisers LLC acquired a new position in iShares U.S. Aerospace & Defense ETF with a purchase of 13,205 shares valued at about $2.76 million as reported in thei...
Gateway Investment Advisers LLC Boosts Stake in Vistra Corp. $VST
Gateway Investment Advisers LLC increased its stake in Vistra Corp. (NYSE:VST) by 426.4% during the third quarter through an additional purchase of 13,597 shares, bringing the total holdings to 16,786...
Contrasting Ambarella (NASDAQ:AMBA) & IQE (OTCMKTS:IQEPF)
The article discusses a comparison between two technology companies, Ambarella and IQE, focusing on various financial metrics to assess their investment potential. The key areas examined include divid...
WestEnd Advisors LLC Sells 1,607,895 Shares of iShares Expanded Tech-Software Sector ETF $IGV
WestEnd Advisors LLC reduced its holdings in iShares Expanded Tech-Software Sector ETF (IGV) by selling 1,607,895 shares during the third quarter. The firm now holds 13,551 shares....
WestEnd Advisors LLC Sells 26,863 Shares of iShares Core 60/40 Balanced Allocation ETF $AOR
WestEnd Advisors LLC decreased its holdings in iShares Core 60/40 Balanced Allocation ETF (AOR) by selling 26,863 shares during the 3rd quarter. After the transaction, it held 17,560 shares of the com...
WestEnd Advisors LLC Boosts Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
WestEnd Advisors LLC has increased its holdings in the iShares 7-10 Year Treasury Bond ETF (IEF) by 13.9% during the third quarter, adding 91,530 shares to bring their total ownership to 751,166 share...
WestEnd Advisors LLC Decreases Position in Chubb Limited $CB
WestEnd Advisors LLC decreased its holdings in Chubb Limited by 1.9% in the third quarter. The firm sold 2,599 shares, leaving them with a total of 135,785 shares....
WestEnd Advisors LLC Sells 11,441 Shares of iShares Core MSCI Europe ETF $IEUR
WestEnd Advisors LLC decreased its holdings in iShares Core MSCI Europe ETF (IEUR) by selling 11,441 shares in the third quarter. After this transaction, the institutional investor owned a total of 79...
Railway Pension Investments Ltd Sells 118,657 Shares of CrowdStrike $CRWD
Railway Pension Investments Ltd reduced its stake in CrowdStrike by selling 118,657 shares during the third quarter. After this sale, the firm holds only 2,198 shares of CrowdStrike....
Railway Pension Investments Ltd Acquires 3,100 Shares of International Business Machines Corporation $IBM
Railway Pension Investments Ltd increased its holdings in International Business Machines Corporation by purchasing an additional 3,100 shares during the third quarter, raising its total stake to 151,...
Railway Pension Investments Ltd Has $165.24 Million Position in Texas Instruments Incorporated $TXN
Railway Pension Investments Ltd increased its holdings of Texas Instruments Incorporated by 156.5% in the third quarter, according to a recent SEC filing. The firm now owns 899,386 shares after buying...
Railway Pension Investments Ltd Grows Stake in Autodesk, Inc. $ADSK
Railway Pension Investments Ltd reported a 17.8% increase in its shareholding of Autodesk Inc during the third quarter following an additional purchase of 5,500 shares....
EMCOR Group, Inc. $EME Shares Acquired by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its shareholding in EMCOR Group Inc (NYSE: EME) by 7.3% during the third quarter of 2021, after purchasing an additional 1,600 shares, totaling 23,561 shares....
Edison International (EIX) to Issue Quarterly Dividend of $0.88 on January 31st
Edison International has declared a quarterly dividend of $0.8775 per share for stockholders as of the record date, January 7th, with the payment scheduled for January 31st....
Railway Pension Investments Ltd Takes $4.36 Million Position in Monster Beverage Corporation $MNST
Railway Pension Investments Ltd purchased 64,700 shares of Monster Beverage Corporation in the third quarter, increasing its investment position to a total value of approximately $4.355 million....
Railway Pension Investments Ltd Grows Position in Hilton Worldwide Holdings Inc. $HLT
Railway Pension Investments Ltd has increased its stake in Hilton Worldwide Holdings Inc. by 15% in the third quarter, acquiring an additional 5,000 shares for a total of 38,400 shares....
Railway Pension Investments Ltd Reduces Stock Holdings in Abbott Laboratories $ABT
Railway Pension Investments Ltd reduced its holdings of Abbott Laboratories' stock by 67.6% during the third quarter. The institutional investor now owns 74,700 shares after selling 156,200 shares....
Leslie Global Wealth LLC Has $6.16 Million Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
During the third quarter of 2023, Leslie Global Wealth LLC reduced its holdings in the SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM) by 11.8%. The firm now owns 132,878 shares valued at approxi...
Fastenal Company $FAST Shares Purchased by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its shareholding in Fastenal Company during Q3 2023, adding 24,600 shares to bring the total holdings to 1,884,710 shares based on a recent SEC filing....
SPDR Portfolio S&P 500 Growth ETF $SPYG Holdings Reduced by Leslie Global Wealth LLC
Leslie Global Wealth LLC reduced its holdings of SPDR Portfolio S&P 500 Growth ETF (SPYG) by 20.1% in the third quarter, selling 79,078 shares and retaining ownership of 313,521 shares....
Railway Pension Investments Ltd Has $83.38 Million Holdings in Philip Morris International Inc. $PM
Railway Pension Investments Ltd boosted its holdings in Philip Morris International Inc. (NYSE:PM) during the third quarter, adding 14,600 shares to reach a total of 514,040 shares valued at $83.38 mi...
Leslie Global Wealth LLC Makes New Investment in iShares Gold Trust $IAU
Leslie Global Wealth LLC has purchased 95,434 shares of the iShares Gold Trust ETF (IAU) in the third quarter, with a total value of approximately $6.9 million, according to its latest SEC filing....
Retirement Financial Solutions LLC Makes New $837,000 Investment in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Retirement Financial Solutions LLC acquired 9,951 shares of the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) during the third quarter, with an estimated value of approximately $837,000. This i...
Motorola Solutions, Inc. $MSI Shares Bought by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its stake in Motorola Solutions Inc. (MSI) by purchasing an additional 6,100 shares during the third quarter. This resulted in ownership of 101,400 MSI shares...
Retirement Financial Solutions LLC Acquires New Position in iShares Gold Trust Micro $IAUM
Retirement Financial Solutions LLC has acquired 24,753 shares of iShares Gold Trust Micro (NYSEARCA:IAUM) during the third quarter. The investment is valued at approximately $953,000 and now constitut...
W.W. Grainger, Inc. $GWW Shares Bought by Railway Pension Investments Ltd
Railway Pension Investments Ltd increased its stake in W.W. Grainger Inc by 3.6% in the third quarter. They now own 63,088 shares, having acquired an additional 2,200 shares during this period....
Leslie Global Wealth LLC Purchases Shares of 522,167 Janus Henderson AAA CLO ETF $JAAA
Leslie Global Wealth LLC acquired a new position in the Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) during Q3. The investment firm purchased 522,167 shares of the fund, which is valued at about $26,5...
Harbor Island Capital LLC Lowers Holdings in HP Inc. $HPQ
Harbor Island Capital LLC decreased its holdings of HP Inc stock by 16.1% during the third quarter after selling 56,782 shares, leaving it with a total of 295,406 shares....
Retirement Financial Solutions LLC Invests $3.55 Million in Vanguard Short-Term Treasury ETF $VGSH
Retirement Financial Solutions LLC purchased 60,233 shares of Vanguard Short-Term Treasury ETF (VGSH) during the third quarter, with a total investment amounting to approximately $3.545 million....
Semus Wealth Partners LLC Raises Position in FT Vest Rising Dividend Achievers Target Income ETF $RDVI
Semus Wealth Partners LLC increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) by 16.6% during the third quarter, adding 19,855 shares to their existing position as per...
Woodward Diversified Capital LLC Has $7.14 Million Stock Position in Chevron Corporation $CVX
Woodward Diversified Capital LLC increased its holdings in Chevron Corporation by 8.8% during the third quarter, adding 3,701 shares to reach a total of 45,953 shares valued at approximately $7.14 mil...
Vanguard Short-Term Bond ETF $BSV Shares Bought by Global Retirement Partners LLC
Global Retirement Partners LLC increased its holdings of Vanguard's Short-Term Bond ETF (BSV) by 16.5% in the third quarter, adding 6,406 additional shares to its portfolio....
DT Investment Partners LLC Sells 10,547 Shares of Cisco Systems, Inc. $CSCO
DT Investment Partners LLC reduced its stake in Cisco Systems by selling 10,547 shares, resulting in an ownership of 5,635 shares in the third quarter....
Daymark Wealth Partners LLC Raises Position in Target Corporation $TGT
Investment firm Daymark Wealth Partners LLC increased its stake in Target Corporation during the third quarter by purchasing an additional 26,085 shares, raising their holdings to a total of 94,776 sh...
338,548 Shares in Invesco NASDAQ Next Gen 100 ETF $QQQJ Purchased by Retirement Financial Solutions LLC
In the third quarter, Retirement Financial Solutions LLC acquired 338,548 shares in Invesco NASDAQ Next Generation 100 ETF ($QQQJ), valued at approximately $12.1 million....
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