investment
2494 articles • Page 29 of 50
In its latest SEC filing, Generali Asset Management SPA SGR reported a reduction of 20.1% in its stake in Blackstone Inc., having sold 4,563 shares to leave it with 18,112 shares....
During the third quarter, Generali Asset Management SPA SGR increased its holdings in Darden Restaurants Inc by 74.5%. The firm now holds 17,195 shares of Darden's stock after purchasing an additional...
Ascent Wealth Partners LLC increased its holdings in the Invesco S&P 500 Equal Weight ETF (RSP) by 4.3% during the third quarter, as reported in their most recent filing with the Securities and Exchan...
Benchmark Financial Wealth Advisors LLC increased its holdings of UnitedHealth Group Inc. stocks by 155.7% in the third quarter, purchasing an additional 1,629 shares for a total ownership of 2,675 sh...
In the third quarter, Pacer Advisors Inc. acquired 6,180 shares of Science Applications International Co., an IT services firm, amassing a position valued at around $614,000, as reported through their...
DT Investment Partners LLC reduced its holding in iShares MSCI EAFE ETF (EFA) by selling 6,456 shares during the third quarter, leading to a new total of 386,865 shares....
DT Investment Partners LLC reduced its stake in McDonald’s Corporation by 59.3% in the third quarter, after selling 2,325 shares and holding 1,594 shares of the fast-food giant....
Endeavor Private Wealth Inc. purchased 33,945 shares of the Vanguard Short-Term Bond ETF (BSV) in the third quarter, with a total value of around $2.68 million, as disclosed in their filing to SEC....
Davis Capital Management has recently acquired 4,009 shares of Adobe Inc., valued at approximately $1.4 million, according to the latest 13F filing with the SEC for the third quarter. These shares now...
Capital Advisors Inc. increased its stake in Danaher Corporation by 24.6% during the third quarter, purchasing an additional 42,808 shares to hold a total of 217,130 shares....
Ten research firms covering Fresnillo PLC have given the company a consensus rating of 'Hold', as per MarketBeat Ratings. Out of these, two analysts recommended selling, six maintained a hold position...
Davis Capital Management acquired 2,273 new shares of Danaher Corporation during the third quarter, as reported in their latest SEC filing with the Securities and Exchange Commission. These shares hav...
Capital Advisors Inc., based in Oklahoma, increased its shareholding in The Boeing Company (NYSE: BA) by purchasing an additional 8,985 shares during the third quarter, resulting in a total ownership ...
Westend Capital Management LLC decreased its holdings of Meta Platforms Inc.'s shares by 16.3% during the third quarter, as per SEC filings. The institution now holds 24,035 shares after selling 4,664...
In the third quarter, Financial Partners Group Inc increased its holdings of Meta Platforms, Inc. (NASDAQ:META) by 31.2%, acquiring an additional 1,165 shares to bring its total ownership to 4,898 sha...
Goldstone Financial Group LLC increased its holdings of Meta Platforms Inc. (META) by 44.4% in the third quarter, adding 1,153 shares to reach a total of 3,752 shares....
Perigon Wealth Management LLC disclosed a new investment of $455,000 in J.B. Hunt Transport Services (JBHT) by purchasing 3,392 shares during the third quarter....
Perigon Wealth Management LLC has newly acquired shares worth approximately $367,000 in Teradyne, Inc., purchasing 2,670 shares during the third quarter according to their latest SEC filing....
Altus Wealth Group LLC increased its holdings of Invesco’s S&P 500 Momentum ETF (SPMO) by 4.7% in the third quarter, according to a filing with the SEC. The firm now holds 137,743 shares after acquiri...
In its latest filing with the SEC, Diversified Trust Co reduced its holdings in Celsius Holdings Inc. by selling 13,700 shares, resulting in a lowered position to 10,403 CELH shares as of the end of t...
Diversified Trust Co has purchased 5,465 shares of Mueller Industries Inc during the third quarter, with an estimated value of $553,000. This investment represents a new position for the institutional...
During the 3rd quarter, Diversified Trust Co purchased new shares of Generac Holdings Inc., acquiring a total value of approximately $598,000 by buying 3,570 shares....
In the third quarter, Diversified Trust Co reduced its holdings of Target Corporation's shares by 44.9%. After selling 5,769 shares, it now owns 7,076 shares valued at $635,000....
According to recent 13F filing with SEC, Fort Washington Investment Advisors Inc., Ohio, decreased its holdings in semiconductor manufacturer Broadcom Inc. (NASDAQ:AVGO) by 23.4% during the third quar...
HM Payson & Co. decreased its holdings in Broadcom Inc.'s shares by 5% in the third quarter of 2023, according to a filing with the SEC. The fund reduced its ownership from 1,375,707 shares to 1,306,7...
Segment Wealth Management LLC decreased its holdings in Broadcom Inc. (NASDAQ: AVGO) by 2.3% during the third quarter of 2023, selling off 4,291 shares and now owning 184,981 shares or roughly 3.7% of...
First American Bank reduced its stake in Broadcom Inc., selling 13,324 shares during the third quarter. This reduction brought the total holdings of Broadcom stock to 330,455 shares....
Virginia Retirement Systems and its affiliates significantly increased their stock holdings in Bread Financial Holdings, Inc., by acquiring an additional 30,900 shares, raising the total to 39,300 sha...
Diversified Trust Co reduced its holdings in DexCom, Inc. by 45.1% in the third quarter of the year, selling off 8,051 shares to retain ownership of 9,798 shares as per its latest Form 13F filing with...
Pacer Advisors Inc increased its shareholding in Federated Hermes by 363.2% during the third quarter of 2021 according to a report filed with the SEC. The firm's ownership now stands at 17,444 shares ...
In the third quarter, Pacer Advisors Inc. acquired 33,915 new shares of Rayonier Inc., a real estate investment trust, with an estimated value of $900,000, as reported to the SEC. The acquisition is p...
During the third quarter, Cwm LLC increased its stake in Oklo Inc. by 59.1%, purchasing an additional 8,902 shares, bringing their total holdings to 23,974 shares of Oklo's stock....
Pacer Advisors Inc. acquired 4,520 shares of WEX Inc., a business services provider, in the third quarter with an estimated value of $712,000, according to SEC Form 13F filing....
Perigon Wealth Management LLC has increased its stake in Ventas Inc., a real estate investment trust, by acquiring 6,610 shares valued at approximately $463,000 during the third quarter. This informat...
According to MarketBeat's stock screener tool, investors should keep an eye on Booking, Expedia Group, and Travelers Companies today. These stocks belong to companies that are deeply involved in the t...
According to MarketBeat's stock screener tool, five water-related stocks are highlighted for today: CocaCola, NuScale Power, Clearwater Analytics, Sable Offshore, and IDEXX Laboratories. These compani...
The shares of Eaton Vance California Municipal Bond Fund (NYSEAMERICAN:EVM) have dropped below the stock's fifty-day moving average to a low point of $9.46 per share, reaching its trading price as of ...
Corient Private Wealth LLC bought 13,792 shares of Viasat Inc. worth approximately $201,000 during the second quarter as reported in their latest Form 13F filing with the SEC....
According to MarketBeat's stock screener tool, five key apparel stocks for investor attention today include NIKE, Target, lululemon athletica, TJX Companies, and Ross Stores....
Allspring Global Investments Holdings LLC increased its stake in The Home Depot by 60.8% during the third quarter of 2023, as reported in a recent SEC filing....
Financial Consulate Inc., an institutional investor, made a new investment in Merck & Co., purchasing 8,867 shares during the 3rd quarter with an estimated value of $744,000, as reported to the Securi...
Econ Financial Services Corp increased its investment in United Parcel Service Inc stock by 118.5% during the third quarter. The institutional investor now holds 36,578 shares following an additional ...
Econ Financial Services Corp has purchased a new stake of 15,700 shares in Uber Technologies Inc. during the third quarter, with an approximate value of $1,538,000....
During the third quarter of 2021, Generali Asset Management SPA SGR increased its holdings in Costco Wholesale Corporation's stock by purchasing an additional 4,594 shares, bringing its total to 25,17...
Seven water-related stocks are recommended for investor consideration today based on MarketBeat's stock screener tool, including CocaCola, NuScale Power, IDEXX Laboratories, Ecolab, Primoris Services,...
Discipline Wealth Solutions LLC increased its holdings in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 276.2% during the third quarter, buying additional shares to total 22,129 as per rec...
In the third quarter, Generali Asset Management SPA SGR raised its stock holdings of Palantir Technologies Inc. by 13%, owning a total of 83,571 shares after acquiring an additional 9,610 shares....
Generali Asset Management SPA SGR reduced its holding in Newmont Corporation by 7.1% during the third quarter, selling off 56,945 shares and retaining ownership of 746,694 shares....
Banque Pictet & Cie SA reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 0.5% during the third quarter, selling 3,006 shares and holding 554,944 shares as per SEC filings....
Braun Stacey Associates Inc increased its stake in Caterpillar Inc's (CAT) shares by 15.1% during the third quarter, as reported in a recent filing with the SEC. The firm now owns 24,611 shares of Cat...