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2026-01-19 13:08 UTC
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First Pacific Financial Acquires 8,870 Shares of Medtronic PLC $MDT
First Pacific Financial increased its holdings in Medtronic PLC by 23.4% during the third quarter of 2021 by purchasing an additional 8,870 shares, bringing their total ownership to 46,817 shares....
First Pacific Financial Has $696,000 Position in Amplify Etho Climate Leadership U.S. ETF $ETHO
First Pacific Financial reduced its holdings of the Amplify Etho Climate Leadership U.S.ETF (ETHO) by 43.2% during the third quarter, decreasing its share count from an earlier figure to a current tot...
UnitedHealth Group Incorporated $UNH Shares Bought by CapWealth Advisors LLC
CapWealth Advisors LLC significantly increased its holdings of UnitedHealth Group's (NYSE:UNH) shares in the third quarter by purchasing an additional 44,788 shares, a rise of 5415.7% from previous le...
Annex Advisory Services LLC Has $68.77 Million Stake in Broadcom Inc. $AVGO
Annex Advisory Services LLC decreased its holdings in Broadcom Inc by 1.2% in the third quarter of this year, reducing its share count from previous levels to 208,455 shares through the sale of 2,534 ...
Financial Consulate Inc. Makes New Investment in Danaher Corporation $DHR
Financial Consulate Inc., an institutional investor, has increased its holdings in Danaher Corporation DHR by purchasing 3,753 shares worth about $744,000 during the third quarter....
Discipline Wealth Solutions LLC Boosts Stock Position in Vanguard FTSE Developed Markets ETF $VEA
Discipline Wealth Solutions LLC increased its holdings of Vanguard FTSE Developed Markets ETF (VEA) by 6.2% during the third quarter. The firm's stock count rose to 314,212 shares after an additional ...
Discipline Wealth Solutions LLC Buys Shares of 4,857 Vanguard Dividend Appreciation ETF $VIG
Discipline Wealth Solutions LLC purchased shares totaling 4,857 in the Vanguard Dividend Appreciation ETF (VIG) during the third quarter. The investment was valued at around $1,048,000 as reported in ...
28,178 Shares in Vanguard Intermediate-Term Treasury ETF $VGIT Purchased by Discipline Wealth Solutions LLC
Discipline Wealth Solutions LLC has acquired a new position in Vanguard Intermediate-Term Treasury ETF (NASDAQ: VGIT) by purchasing 28,178 shares during the third quarter. The investment is valued at ...
GoalFusion Wealth Management LLC Makes New $6.71 Million Investment in Vanguard Growth ETF $VUG
GoalFusion Wealth Management LLC has recently purchased 13,990 shares of Vanguard Growth ETF (VUG) during the third quarter, with a total investment valued at about $6.71 million as per their latest f...
Dupont Capital Management Corp Reduces Holdings in Booking Holdings Inc. $BKNG
According to its latest 13F filing with the SEC, Dupont Capital Management Corp decreased its holdings of Booking Holdings Inc.'s (NASDAQ: BKNG) shares by 9.5% during the third quarter. The firm now h...
Mastercard Incorporated $MA is Dupont Capital Management Corp’s 10th Largest Position
Dupont Capital Management Corp reduced its holding of Mastercard Incorporated stock by selling 1,438 shares in the third quarter, resulting in owning 44,278 shares overall....
Cascade Financial Partners LLC Has $5.53 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB
Cascade Financial Partners LLC reduced its holdings in the Vanguard Tax-Exempt Bond ETF (ticker VTEB) by 24.7% during the third quarter, selling off 36,262 shares to end up with a total of 110,339 sha...
iShares Core MSCI EAFE ETF $IEFA Shares Sold by Econ Financial Services Corp
Econ Financial Services Corp reduced its holdings of iShares Core MSCI EAFE ETF (IEFA) in the third quarter, selling off 61,973 shares to retain ownership of only 4,985 shares according to its latest ...
Vanguard FTSE Emerging Markets ETF $VWO Shares Sold by Econ Financial Services Corp
Econ Financial Services Corp reduced its holdings of Vanguard FTSE Emerging Markets ETF (VWO) by 92.4% during the third quarter, selling off 104,476 shares, and now holds only 8,563 shares....
Econ Financial Services Corp Purchases New Shares in QUALCOMM Incorporated $QCOM
Econ Financial Services Corp has entered into a new shareholding position with QUALCOMM Incorporated (NASDAQ:QCOM) during the third quarter by acquiring 11,734 shares worth approximately $1.95 million...
Clio Asset Management LLC Acquires 44,100 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
During the third quarter, Clio Asset Management LLC increased its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (ticker: BIL) by purchasing an additional 44,100 shares. This represents a 442.5% incr...
CMH Wealth Management LLC Has $11.30 Million Holdings in Adobe Inc. $ADBE
In the third quarter, CMH Wealth Management LLC increased its holdings in Adobe Inc. (NASDAQ: ADBE) by 69% to own 32,046 shares after acquiring an additional 13,083 shares....
Generali Asset Management SPA SGR Acquires 3,859 Shares of PepsiCo, Inc. $PEP
During the 3rd quarter, Generali Asset Management SPA SGR increased its stake in PepsiCo Inc. by acquiring an additional 3,859 shares, raising its total holdings to 90,978 shares....
Generali Asset Management SPA SGR Has $27.47 Million Stock Position in GE Aerospace $GE
Generali Asset Management SPA SGR increased its stock position in GE Aerospace by 5.5% during Q3 via additional purchases of 4,800 shares, raising the total to 91,318 shares....
Generali Asset Management SPA SGR Purchases 6,433 Shares of Boston Scientific Corporation $BSX
Generali Asset Management SPA SGR increased its holdings in Boston Scientific Corporation by 7.7% during the third quarter, purchasing an additional 6,433 shares, bringing their total to 89,738 shares...
Generali Asset Management SPA SGR Acquires 1,364 Shares of Intuit Inc. $INTU
Generali Asset Management SPA SGR increased its holdings of Intuit Inc (NASDAQ: INTU) in the third quarter, acquiring an additional 1,364 shares to own a total of 25,489 shares as reported through the...
Generali Asset Management SPA SGR Has $10.17 Million Stake in Cadence Design Systems, Inc. $CDNS
Generali Asset Management SPA SGR increased its investment in Cadence Design Systems Inc., adding 1,653 shares during the third quarter to hold a total of 28,949 shares worth approximately $10.17 mill...
Generali Asset Management SPA SGR Sells 11,698 Shares of Union Pacific Corporation $UNP
During the third quarter, Generali Asset Management SPA SGR decreased its holdings in Union Pacific Corporation (NYSE:UNP) by selling off 11,698 shares. Post this transaction, it currently owns 44,387...
Salesforce Inc. $CRM Shares Acquired by Generali Asset Management SPA SGR
General Insurance Management SPA SGR increased its ownership of Salesforce Inc. stocks by 8.0% during the third quarter, acquiring an additional 6,663 shares, bringing their total holdings to 89,910 s...
Vanguard S&P 500 ETF $VOO is Global Financial Private Client LLC’s 3rd Largest Position
Global Financial Private Client LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 5.5% in the third quarter, increasing its ownership to 15,743 shares after acquiring an additional 817 share...
Best Virtual Reality Stocks To Keep An Eye On – January 1st
According to MarketBeat's stock screener tool, Meta Platforms, zSpace, The Glimpse Group, and DIH Holding US are leading virtual reality stocks for investors to watch. These companies focus on develop...
Infrastructure Stocks To Watch Now – January 1st
MarketBeat's stock screener has identified seven infrastructure stocks for investor attention: Coinbase Global, International Business Machines, Alibaba Group, Applied Digital, Marvell Technology, Wel...
Bay Capital Advisors LLC Raises Holdings in Vanguard Intermediate-Term Bond ETF $BIV
Bay Capital Advisors LLC increased its holdings of Vanguard Intermediate-Term Bond ETF (BIV) by 63.2% during the third quarter of 2021, as reported in their latest Form 13F filing with the SEC....
Fairfax India (OTCMKTS:FFXDF) Trading 3.7% Higher – Time to Buy?
Shares of Fairfax India Holdings Corporation (OTCMKTS: FFXDF) saw a significant increase in trade volume and prices on Wednesday, rising 3.7%. The stock traded as high as $17.45 before finishing the d...
Ellsworth Growth and Income Fund Ltd. (NYSEAMERICAN:ECF) Short Interest Update
Short interest in Ellsworth Growth and Income Fund Ltd. (NYSEAMERICAN: ECF) surged by 24.2% from November 30th to December 15th, with the total short interest standing at 35,217 shares....
Osaic Holdings Inc. Lowers Stock Holdings in iShares Latin America 40 ETF $ILF
Osaic Holdings Inc. has significantly reduced its holdings in the iShares Latin America 40 ETF (NYSEARCA:ILF) by 79.2% during the second quarter, decreasing its ownership to 43,461 shares after sellin...
Voya Investment Management LLC Makes New Investment in Ralliant Corporation $RAL
Voya Investment Management LLC has recently purchased 13,552 shares of Ralliant Corporation valued at approximately $593,000 in the third quarter. This new investment was reported through a 13F filing...
Harley-Davidson (NYSE:HOG) Sets New 12-Month Low – Should You Sell?
Harley-Davidson's stock price reached a new 52-week low on Wednesday, trading as low as $20.42 and closing at $20.4470 with a volume of 1,297,573 shares. Analysts' forecasts are pending....
Strong Tower Advisory Services Trims Stake in NVIDIA Corporation $NVDA
Strong Tower Advisory Services reduced its stake in NVIDIA Corporation by 3.9% during the third quarter of the year, selling off 5,498 shares and holding a total of 134,881 shares post-sale....
Cantor Fitzgerald Investment Advisors L.P. Makes New $1.46 Million Investment in Elevance Health, Inc. $ELV
Cantor Fitzgerald Investment Advisors L.P. purchased 4,510 shares of Elevance Health, Inc., valued at about $1.46 million, during the third quarter as disclosed in their recent SEC filing....
Diversified Trust Co Has $12.32 Million Stock Position in The Home Depot, Inc. $HD
Diversified Trust Co reduced its holdings of The Home Depot stock by 25.3% during the third quarter, selling 10,321 shares and retaining ownership of 30,416 shares....
Large Cap Stocks Worth Watching – December 31st
MarketBeat's stock screener highlights seven large-cap stocks for investor consideration: Tesla, Invesco QQQ, NVIDIA, Micron Technology, Apple, Microsoft, and Broadcom. These companies are well-establ...
Cantor Fitzgerald Investment Advisors L.P. Buys 9,450 Shares of PepsiCo, Inc. $PEP
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in PepsiCo Inc.'s shares by acquiring an additional 9,450 shares during the third quarter, resulting in a total ownership of 14,262 sh...
Diversified Trust Co Buys 34,126 Shares of HP Inc. $HPQ
Diversified Trust Co increased its holdings in HP Inc. by purchasing an additional 34,126 shares during the third quarter, resulting in a total of 59,386 shares owned....
Diversified Trust Co Buys 1,381 Shares of CrowdStrike $CRWD
Diversified Trust Co increased its ownership of CrowdStrike shares by 118.1% in the third quarter, adding 1,381 new shares to their current holdings of 2,550 shares as reported in their SEC filing....
Cantor Fitzgerald Investment Advisors L.P. Invests $1.29 Million in Novo Nordisk A/S $NVO
Cantor Fitzgerald Investment Advisors L.P. purchased 23,325 shares of Novo Nordisk A/S during the third quarter at a total valuation of approximately $1,294,000....
Delta Investment Management LLC Has $13.53 Million Stock Holdings in Invesco QQQ $QQQ
Delta Investment Management LLC increased its holdings of Invesco QQQ by 383% in the third quarter, adding 17,868 shares to reach a total of 22,533 shares valued at $13.53 million....
Calamos Wealth Management LLC Has $173.10 Million Stake in iShares Core S&P 500 ETF $IVV
Calamos Wealth Management LLC increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA: IVV) by purchasing an additional 2,551 shares during the third quarter. The total stake now amounts to 2...
Delta Investment Management LLC Has $1.07 Million Stake in Amphenol Corporation $APH
Delta Investment Management LLC decreased its holdings in Amphenol Corporation by 43.1% during the third quarter, reducing its stock ownership to 8,660 shares after selling 6,560 shares....
Vanguard Short-Term Treasury ETF $VGSH Shares Sold by Delta Investment Management LLC
Delta Investment Management LLC has significantly reduced its holdings in Vanguard Short-Term Treasury ETF (VGSH) by 96.1% during the third quarter, according to SEC filings. The firm now holds only 1...
Janus Henderson AAA CLO ETF $JAAA Shares Acquired by Davis Investment Partners LLC
In the 3rd quarter, Davis Investment Partners LLC increased its holdings in Janus Henderson AAA CLO ETF (JAAA) by purchasing an additional 12,261 shares, bringing the total ownership to 147,772 shares...
Fenimore Asset Management Inc Increases Stake in Martin Marietta Materials, Inc. $MLM
Fenimore Asset Management Inc increased its holdings in Martin Marietta Materials by 0.9% during the third quarter. It now owns 89,657 shares after purchasing an additional 807 shares....
Granada Gold Mine (CVE:GGM) Shares Up 25% – Should You Buy?
Shares of Granada Gold Mine Inc. (CVE:GGM) saw a significant increase of 25% on Thursday, trading at a high of C$0.05 before closing the same day. The volume traded was approximately 561,761 shares, m...
Fidelity Investment Trust – Fidelity Special Values (LON:FSV) Hits New 12-Month High – What’s Next?
The shares of the Fidelity Investment Trust - Fidelity Special Values PLC (LON:FSV) hit a new one-year high on Tuesday, trading as high as GBX 417.10 and closing at GBX 415.72 with 28,509 shares trade...
Busey Bank Has $40.74 Million Stock Position in Alphabet Inc. $GOOGL
Busey Bank decreased its holdings of Alphabet Inc. shares by 2.8% during the third quarter as per its latest SEC filing. After reducing by 4,913 shares, Busey's new position amounts to a stock portfol...
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