investment
2494 articles • Page 28 of 50
During the third quarter, Retirement Financial Solutions LLC acquired 166,735 shares of Vanguard Long-Term Treasury ETF (VGLT), worth approximately $9.48 million, constituting roughly 5.8% of their po...
316,781 Shares in Schwab US Dividend Equity ETF $SCHD Acquired by Retirement Financial Solutions LLC
Retirement Financial Solutions LLC obtained new shares in the Schwab US Dividend Equity ETF during the third quarter. They acquired 316,781 shares valued at approximately $8.648 million....
Retirement Financial Solutions LLC reduced its holdings of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 12.2% in the third quarter, as per SEC filings. The firm now holds 220,903 shares following a s...
Retirement Financial Solutions LLC has invested approximately $5.976 million in the Vanguard Extended Duration Treasury ETF (EDV). The company acquired 87,300 shares of EDV during the third quarter....
Semus Wealth Partners LLC has taken a new position in FT Vest's U.S. Equity Buffer ETF – August (BATS:FAUG) by purchasing 82,620 shares worth approximately $4.29 million in the third quarter....
Stanley Laman Group Ltd bought new shares worth approximately $1.881 million in Expand Energy Corporation during the third quarter....
Sandy Cove Advisors LLC increased its holdings of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.9% during the third quarter, purchasing an additional 960 shares, reaching a total stake of 50,683 shares va...
Stanley Laman Group Ltd. acquired 3,313 shares of Vertiv Holdings Co., valued at around $500,000, during the third quarter....
Stanley Laman Group Ltd has purchased a new position in Alibaba Group Holding Limited through the third quarter, acquiring 11,000 shares worth approximately $1.966 million as per their Form 13F filing...
Stanley Laman Group Ltd. reduced its stake in Neurocrine Biosciences by 40.4% during Q3, selling off 17,167 shares to hold a total of 25,354 shares as per the latest SEC filing....
Stanley Laman Group Ltd. invested $8.5 million in Monolithic Power Systems by acquiring 9,235 shares during the third quarter, according to SEC filing....
Stanley Laman Group Ltd. acquired 142,615 shares of Zeta Global Holdings Corp., worth approximately $2.83 million, during the third quarter, according to recent SEC filings....
Stanley Laman Group Ltd. has reduced its holdings in PTC Inc., a technology company, by selling 3,383 shares during the third quarter, resulting in an overall reduction of 14.3%. The firm now owns 20,...
Asset Management One Co. Ltd. decreased its holdings of GE Vernova Inc. shares in the third quarter by selling 1,090 shares, reducing their total to 125,965 shares....
In its latest filing with the SEC, Generali Asset Management SPA SGR reported an increase of 1.7% in its holdings of Visa Inc. stock during the third quarter, acquiring an additional 2360 shares to re...
Asset Management One Co. Ltd has increased its holdings of Blackstone Inc stock in the third quarter by acquiring an additional 18,594 shares, bringing its total to 339,779 shares....
Earned Wealth Advisors LLC increased its holdings in Blackstone Inc. by 110.1% during the third quarter, adding 3,441 shares to its portfolio, resulting in a total ownership of 6,565 shares....
DT Investment Partners LLC reduced its holding of Caterpillar Inc.'s shares by 19% during the third quarter, selling 1,840 shares and maintaining ownership of 7,855 shares after the transaction....
Asset Management One Co. Ltd. has increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by purchasing an additional 43,302 shares during the third quarter of 2022. The firm now holds 971,...
TBH Global Asset Management LLC reduced its investment in Alphabet Inc. by approximately $9.70 million and sold 52,110 shares in the third quarter of 2023, according to a recent filing with the SEC. T...
In the third quarter, Schaper Benz & Wise Investment Counsel Inc. reduced its holdings of Alphabet Inc. (NASDAQ:GOOG) by 2.8% through selling 5,543 shares, thereby owning a total of 189,234 shares....
Fifth Third Wealth Advisors LLC increased its investment in Procter & Gamble by acquiring an additional 4,005 shares during the third quarter, raising their total holdings to 59,730 shares....
Fifth Third Wealth Advisors LLC increased its holdings in General Electric's energy company, GE Vernova Inc., by purchasing an additional 1,606 shares during the third quarter. This brought their tota...
In the third quarter, Regent Peak Wealth Advisors LLC acquired a new position in NVIDIA Corporation (NASDAQ: NVDA) by purchasing 88,086 shares worth approximately $16.435 million....
Trust Co. of Toledo NA OH boosted its NVIDIA Corporation (NASDAQ: NVDA) holdings in the third quarter through an additional purchase of 5,650 shares, bringing its total position to 157,378 shares....
Guyasuta Investment Advisors Inc. reduced its holding of Exxon Mobil Corporation's shares by 4.2% during the third quarter, decreasing its ownership to 103,653 shares as a result of selling 4,586 shar...
Greenbush Financial Group LLC increased its holdings in Tesla, Inc., (NASDAQ: TSLA) by 9.5% in the third quarter of this year, adding an additional 1,160 shares to bring its total ownership to 13,348 ...
The article compares the financial and operational metrics of First Northwest Bancorp (NASDAQ:FNWB) and First Northern Community Bancorp (OTCMKTS:FNRN), focusing on valuation, profitability, dividends...
Virginia Retirement Systems increased its holdings in Enphase Energy by 134.5% during the third quarter through purchasing an additional 18,700 shares of the company's stock....
Asset Management One Co. Ltd. increased its holdings in Deere & Company (NYSE: DE) by 2.2% during the third quarter through an acquisition of additional 2,373 shares, resulting in a total ownership of...
During the 3rd quarter, Endeavor Private Wealth Inc. significantly increased its stake in shares of Invesco QQQ by purchasing an additional 5,116 shares, bringing their total holding to 5,914 shares....
Merit Financial Group LLC increased its holdings in BorgWarner Inc., an automotive parts company, by 73.1% during the third quarter of the year as reported to the SEC via a 13F filing. The institution...
Asset Management One Co. Ltd. increased its investment in Lowe’s Companies Inc. by 2.5% during the third quarter. The fund now owns 236,063 shares of the company after adding more to their holdings as...
Asset Management One Co. Ltd. reduced its holdings of MercadoLibre, Inc. stock by 5.8% during the third quarter, selling 1,979 shares and retaining ownership of 32,024 shares....
Asset Management One Co. Ltd. increased its holdings in Abbott Laboratories stock (NYSE:ABT) by 2.4% during the third quarter, adding 19,966 shares to its portfolio, making the total ownership stake r...
Merit Financial Group LLC increased its holding in Dimensional U.S. Targeted Value ETF (DFAT) by 15,397 shares during the third quarter, raising its total holdings to 40,251 shares....
Fifth Third Wealth Advisors LLC increased its holdings in the Vanguard FTSE Emerging Markets ETF (VWO) by acquiring an additional 9,564 shares during the third quarter, according to a recent filing wi...
According to MarketBeat's stock screener tool, investors should pay attention to Garmin, Planet Fitness, Peloton Interactive, Life Time Group, and Xponential Fitness as promising fitness stocks for th...
Virginia Retirement Systems and related entities increased their holdings in Proto Labs Inc. (NYSE: PRLB) by 79.9% during the third quarter, adding 11,500 shares to reach a total of 25,900 shares....
Five home improvement stocks recommended by MarketBeat's stock screener tool include Home Depot, Lowe’s Companies, Masco, Medallion Financial, and Jewett-Cameron Trading....
In the third quarter, C2P Capital Advisory Group LLC, operating as Prosperity Capital Advisors, acquired a new position of 10,698 shares in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), as repor...
MarketBeat's stock screener tool highlights JPMorgan Chase & Co., Bank of America, Citigroup, Wells Fargo & Company, and Charles Schwab as key bank stocks to monitor on January 3rd. These stocks provi...
During the 3rd quarter, Generali Asset Management SPA SGR reduced its holdings of DoorDash Inc. (DASH) shares by 50.4% through selling 9,329 shares, resulting in a new total holding of 9,165 shares....
Generali Asset Management reduced its holding of EMCOR Group Inc.'s stock (NYSE: EME) in the third quarter, selling 892 shares to leave it with a position of 3,725 shares....
Generali Asset Management SPA SGR decreased its holdings of Motorola Solutions shares by 25.3% during the third quarter after selling 1,805 shares, reducing its ownership to 5,332 shares....
Generali Asset Management SPA SGR increased its holdings of Vertiv Holdings Co. by 37.8% during the third quarter through additional purchases worth 3,874 shares, bringing its total stake to 14,130 sh...
In the third quarter, Generali Asset Management SPA SGR boosted its holdings of Illumina Inc. by 51.6%, acquiring an additional 7,574 shares to bring its total stock ownership to 22,249 shares....
Generali Asset Management SPA SGR decreased its stake in Ross Stores Inc. (NASDAQ: ROST) by 53.4% during the third quarter of the current year, as documented in filings with the Securities and Exchang...
Generali Asset Management SPA SGR significantly increased its holdings in Church & Dwight Co., Inc., raising them by 97.1% during the third quarter as per a recent SEC filing....
Generali Asset Management SPA SGR increased its holdings in Qiagen N.V. by purchasing an additional 34,912 shares during the third quarter, thereby lifting its total ownership to 68,880 shares of the ...