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Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Osaic Holdings Inc.
Osaic Holdings Inc. increased its ownership of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA: VTES) by 39.7% in the second quarter, upping its holdings to 30,371 shares after buying an additional ...
Alliant Energy Corporation $LNT Stake Boosted by Carnegie Investment Counsel
Carnegie Investment Counsel has increased its stake in Alliant Energy Corporation by purchasing an additional 24,482 shares during the third quarter, resulting in a total of 622,821 shares held....
Comprehensive Financial Consultants Institutional Inc. Buys New Holdings in Innovator Equity Defined Protection ETF – 1 Yr August $ZAUG
Comprehensive Financial Consultants Institutional Inc has recently acquired 22,016 shares of Innovator Equity Defined Protection ETF - 1 Yr August (BATS: ZAUG) worth an estimated amount during the thi...
Eagle Capital Management LLC Takes $3.63 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
EAGLE CAPITAL MANAGEMENT LLC purchased 12,994 shares of Taiwan Semiconductor Manufacturing Company Ltd (TSM) in the third quarter, with a total value of approximately $3.6 million....
Windfall Tax on Banks Hurts Future Investors – Ukrgazbank CEO
Rodion Morozov, acting CEO of Ukrgazbank, commented on the International Finance Corporation's (IFC) equity conversion stance and highlighted that windfall taxes imposed by Ukraine can dissuade future...
Brookstone Capital Management Buys 31,324 Shares of iShares National Muni Bond ETF $MUB
Brookstone Capital Management increased its holdings in iShares National Muni Bond ETF (MUB) by purchasing an additional 31,324 shares in the third quarter, according to a recent filing with the SEC. ...
Vanguard Short-Term Treasury ETF $VGSH is GEN Financial Management INC.’s 5th Largest Position
GEN Financial Management INC. reduced its holdings of Vanguard Short-Term Treasury ETF (NASDAQ: VGSH) by 12.4% during the third quarter, selling off 27,332 shares to end with a total holding of 193,06...
Farther Finance Advisors LLC Has $2.78 Million Stake in Spotify Technology $SPOT
Farther Finance Advisors LLC increased its investment in Spotify Technology (SPOT) by 45.3% during the third quarter through an addition of 1,243 shares, bringing its total shareholdings to 3,989 SPOT...
Busey Bank Raises Position in Fiserv, Inc. $FISV
Busey Bank increased its stake in Fiserv Inc by 16.7% during the third quarter of 2023, acquiring an additional 17,694 shares, according to SEC filings....
Cwm LLC Sells 34,919 Shares of iShares MBS ETF $MBB
Cwm LLC reduced its holdings in iShares MBS ETF by selling 34,919 shares during the third quarter, lowering its ownership to 1,902,903 shares (approximately 0.43% of the company's stock)....
Franklin Street Advisors Inc. NC Has $115.19 Million Stake in Microsoft Corporation $MSFT
Franklin Street Advisors Inc., based in North Carolina, reduced its stake in Microsoft Corporation by 0.5% during the third quarter of 2023. After selling 1,179 shares, they now hold 222,393 shares va...
Truist Financial Corporation $TFC Shares Bought by Brookstone Capital Management
Brookstone Capital Management has increased its holdings in Truist Financial Corporation (TFC) by 12.3% during the third quarter of 2023, buying an additional 36,916 shares to reach a total of 336,095...
Vanguard Total International Bond ETF $BNDX Stake Boosted by Cambridge Advisors Inc.
Cambridge Advisors Inc has increased its stake in Vanguard Total International Bond ETF (BNDX) by 7.1% during the third quarter, as reported in their latest SEC filing. The firm now holds 266,346 shar...
Farther Finance Advisors LLC Boosts Stake in Honeywell International Inc. $HON
Farther Finance Advisors LLC increased its shareholding in Honeywell International Inc. by 76.4% during the third quarter of 2023. The investment firm now owns 22,871 shares following an additional pu...
Friedenthal Financial Has $87,000 Position in Vornado Realty Trust $VNO
Friedenthal Financial significantly reduced its holdings in Vornado Realty Trust (VNO) during the third quarter of 2023 by selling 24,031 shares. This reduction resulted in the company maintaining onl...
Squarepoint Ops LLC Buys Shares of 14,126 AMERISAFE, Inc. $AMSF
Squarepoint Ops LLC acquired 14,126 shares of AMERISAFE Inc.’s stock during the second quarter, accumulating a position worth approximately $618,000. The firm now holds about 0.07% of AMERISAFE’s tota...
Squarepoint Ops LLC Acquires Shares of 194,361 Telos Corporation $TLS
Squarepoint Ops LLC acquired 194,361 shares of Telos Corporation during the second quarter, increasing its total stake by approximately $616,000. This purchase represents about 0.27% ownership....
Farther Finance Advisors LLC Has $10.76 Million Holdings in Vanguard Growth ETF $VUG
Farther Finance Advisors LLC increased its stake in the Vanguard Growth ETF (VUG) by 23.9% during the third quarter, purchasing an additional 4,323 shares to reach a total of 22,440 shares valued at a...
Cliftonlarsonallen Wealth Advisors LLC Decreases Holdings in iShares Core MSCI EAFE ETF $IEFA
Cliftonlarsonallen Wealth Advisors LLC has reduced its holdings of iShares Core MSCI EAFE ETF by 7% during the third quarter, selling 89,424 shares and holding 1,182,377 shares post-sale....
Farther Finance Advisors LLC Lowers Stake in iShares Treasury Floating Rate Bond ETF $TFLO
Farther Finance Advisors LLC decreased its holdings of the iShares Treasury Floating Rate Bond ETF (TFLO) by 14.7% during the third quarter, reducing its stock ownership to 261,131 shares after sellin...
US freezes five big offshore wind projects, shares dive
The U.S. government has temporarily halted five major offshore wind energy projects due to environmental and safety concerns. This decision led to a significant drop in the share prices of companies i...
10,929 Shares in NVIDIA Corporation $NVDA Purchased by Cox Capital Mgt LLC
In the third quarter, Cox Capital Mgt LLC purchased 10,929 shares of NVIDIA Corporation, valued at approximately $2,039,000, increasing its stake to around 1.3%....
Mastercard Incorporated $MA Stock Position Increased by CCLA Investment Management
CCLA Investment Management increased its holdings in Mastercard Incorporated by 2.0% in the third quarter of the year, adding an additional 4,860 shares to reach a total of 249,936 shares....
Osaic Holdings Inc. Purchases 147,331 Shares of Kraft Heinz Company $KHC
Osaic Holdings Inc. increased its investment in Kraft Heinz Company (NASDAQ:KHC) by 84.2% in the second quarter, adding 147,331 shares to reach a total holding of 322,239 shares....
Congress Asset Management Co. Decreases Stock Position in The Home Depot, Inc. $HD
Congress Asset Management Co. reduced its holdings in The Home Depot Inc., selling 2,333 shares during the third quarter and decreasing ownership to 391,241 shares of the home improvement retailer's s...
Focus Financial Network Inc. Raises Stock Position in iShares Short Duration Bond Active ETF $NEAR
Focus Financial Network Inc. increased its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 127% during the third quarter, purchasing an additional 12,396 shares, leading to a total o...
Signal Advisors Wealth LLC Lowers Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
Signal Advisors Wealth LLC reduced its holdings in the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) by 91.3% during the third quarter, selling off 66,444 shares and holding 6,320 shares as of the ...
DeepMarkit (CVE:MKT) Trading Up 31.1% – Time to Buy?
Shares of DeepMarkit Corp. (CVE:MKT) saw a significant rise of 31.1% on Saturday, with the stock reaching as high as C$0.49 before closing at this level. Around 307,224 shares were traded, which repre...
Squarepoint Ops LLC Takes $1.27 Million Position in Prothena Corporation plc $PRTA
Squarepoint Ops LLC purchased 209,249 shares of Prothena Corporation plc during the second quarter, increasing their total stake by approximately $1,270,000. The acquired stock now represents about 0....
Douglas Lane & Associates LLC Increases Holdings in Thermo Fisher Scientific Inc. $TMO
During the third quarter, Douglas Lane & Associates LLC increased its holdings in Thermo Fisher Scientific Inc. by 8.4%, bringing its total ownership to 216,276 shares of the medical research company'...
Capital Group Short Duration Municipal Income ETF $CGSM Shares Purchased by Osaic Holdings Inc.
Osaic Holdings Inc. increased its holdings of Capital Group Short Duration Municipal Income ETF (NYSEARCA: CGSM) by 32.1% in the second quarter, adding 87,994 more shares to bring its total to 362,187...
Orion Porfolio Solutions LLC Increases Position in Toast, Inc. $TOST
Orion Portfolio Solutions LLC increased its stake in Toast Inc. by 399.7% during the second quarter through purchasing an additional 32,028 shares, bringing their total holding to 40,041 shares....
James Hardie Industries PLC. $JHX Shares Purchased by Orion Porfolio Solutions LLC
Orion Portfolio Solutions LLC increased its holdings of James Hardie Industries PLC shares by 91.3% in the second quarter. The firm now owns 67,263 shares after acquiring an additional 32,107 shares....
Squarepoint Ops LLC Takes $1.24 Million Position in MSA Safety Incorporporated $MSA
Squarepoint Ops LLC has purchased 7,418 shares of MSA Safety Incorporporated stock valued at approximately $1.24 million during the second quarter of this year as per SEC filings....
Prologis, Inc. $PLD Shares Sold by BDF Gestion
BDF Gestion reduced its ownership of Prologis Inc shares by 17.2% during the third quarter as per recent SEC filings. The firm now holds 38,169 shares after selling 7,937 shares....
The Home Depot, Inc. $HD Stock Holdings Increased by FCG Investment Co
FCG Investment Co has increased its stake in The Home Depot by acquiring an additional 1,956 shares during the third quarter, leading to a total ownership of 3,882 shares. This represents a growth of ...
Hungary’s 4iG commits to $100 million Axiom Space investment
Hungarian company 4iG has committed to a $100 million investment in the American space station developer, Axiom Space. This move is seen as part of 4iG's strategy to expand its presence and capabiliti...
Czech National Bank Has $102.39 Million Position in The Home Depot, Inc. $HD
The Czech National Bank increased its stake in The Home Depot by purchasing an additional 9,740 shares during the third quarter, now owning a total of 252,691 shares valued at $102.39 million....
Cullen Investment Group LTD. Has $31.36 Million Position in JPMorgan Chase & Co. $JPM
Cullen Investment Group Ltd reduced its stake in JPMorgan Chase & Co by 2.2% during the third quarter, selling off 2,304 shares to hold a total of 101,166 shares with a value of approximately $31.36 m...
Vanguard Mid-Cap ETF $VO Shares Purchased by First United Bank & Trust
First United Bank & Trust increased its ownership of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 11.0% in the third quarter, acquiring an additional 1,907 shares to reach a total of 19,300 shares valued at ...
Harbor Investment Advisory LLC Has $2.97 Million Holdings in Vanguard High Dividend Yield ETF $VYM
Harbor Investment Advisory LLC increased its holdings in the Vanguard High Dividend Yield ETF (NYSEARCA: VYM) by 20.5% during the third quarter after acquiring an additional 3,582 shares....
Chevron Corporation $CVX Shares Acquired by New York State Teachers Retirement System
The New York State Teachers Retirement System increased its ownership of Chevron Corporation (NYSE:CVX) shares by 15.3% in the third quarter, raising its total to 1,620,231 shares following additional...
Trump pitches Venezuela oil to U.S. majors — and hits skepticism
President Trump attempted to encourage U.S. major oil companies to invest in Venezuela's vast oil reserves despite experts' warnings. Concerns were raised regarding the outdated infrastructure and pol...
Eagle Strategies LLC Grows Stock Position in Eli Lilly and Company $LLY
Eagle Strategies LLC increased its holdings of Eli Lilly and Company by 264.3% during the third quarter of 2023, as detailed in a recent SEC filing. The institution purchased an additional 2,860 share...
SPDR NYSE Technology ETF $XNTK Shares Bought by GoalVest Advisory LLC
GoalVest Advisory LLC boosted its holdings in SPDR NYSE Technology ETF (NYSEARCA:XNTK) during the third quarter, increasing its ownership by 36.8%. The firm's latest SEC filing reports new acquisition...
Railway Pension Investments Ltd Boosts Stake in Cheniere Energy, Inc. $LNG
Railway Pension Investments Ltd increased its holdings in Cheniere Energy Inc by 62.9% during the third quarter, acquiring an additional 300,100 shares to reach a total of 777,200 shares....
Retirement Financial Solutions LLC Purchases Shares of 217,671 Vanguard FTSE Emerging Markets ETF $VWO
Retirement Financial Solutions LLC acquired shares worth roughly $11,793,000 in the Vanguard FTSE Emerging Markets ETF during the third quarter through a new investment position. This purchase involve...
Perigon Wealth Management LLC Buys Shares of 2,116 Ciena Corporation $CIEN
In the third quarter, Perigon Wealth Management LLC purchased 2,116 shares of Ciena Corporation stock worth approximately $308,000, according to a recent SEC filing....
Ethic Inc. Acquires 16,706 Shares of The Trade Desk $TTD
Ethic Inc expanded its investment in The Trade Desk by purchasing an additional 16,706 shares during the third quarter of 2023, leading to a total holding increase of 295.3%. As a result, Ethic now ho...
W.R. Berkley (NYSE:WRB) Major Shareholder Sumitomo Insurance Co Mitsui Acquires 230,000 Shares
On December 31st, Sumitomo Insurance Co Mitsui purchased 230,000 shares in W.R. Berkley Corporation (NYSE: WRB) at an average price of $70.27 per share, totaling approximately $16 million....
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