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iShares Core S&P 500 ETF $IVV Position Raised by Fortitude Family Office LLC
Fortitude Family Office LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 5,800 shares in the third quarter. The fund now owns 49,231 shares of IVV....
Fort Washington Investment Advisors Inc. OH Buys 16,003 Shares of Quanta Services, Inc. $PWR
Fort Washington Investment Advisors Inc. significantly increased its holdings in Quanta Services, Inc., adding 16,003 shares during the third quarter based on the latest filing with the SEC....
Fort Washington Investment Advisors Inc. OH Buys 8,563 Shares of The Home Depot, Inc. $HD
During the third quarter, Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, increased its holdings in The Home Depot (NYSE:HD) by purchasing 8,563 shares, according to...
Calamos Advisors LLC Has $22.13 Million Position in Datadog, Inc. $DDOG
Calamos Advisors LLC increased its stake in Datadog Inc (NASDAQ:DDOG) by 37.7% during the third quarter, according to a recent filing with the SEC. The firm now holds 155,415 shares after acquiring an...
Calamos Wealth Management LLC Purchases 3,589 Shares of International Business Machines Corporation $IBM
During the third quarter, Calamos Wealth Management LLC increased its holdings in IBM by purchasing an additional 3,589 shares, bringing its total ownership to 8,328 shares....
Calamos Wealth Management LLC Has $13.28 Million Stock Position in The Sherwin-Williams Company $SHW
Calamos Wealth Management LLC reduced its holdings of The Sherwin-Williams Company (SHW) by 18.9% in the third quarter, selling off 8,917 shares and holding 38,338 shares at the end of the period....
Tesla, Inc. $TSLA Position Boosted by Ethic Inc.
Ethic Inc increased its shareholding in Tesla by 1.2% during Q3 through the acquisition of an additional 1,820 shares, bringing its total holdings to 158,705....
Forefront Wealth Partners LLC Takes $5.23 Million Position in Vanguard FTSE Emerging Markets ETF $VWO
Forefront Wealth Partners LLC has acquired 96,441 shares of the Vanguard FTSE Emerging Markets ETF in the third quarter, valued at approximately $5.23 million....
Brendel Financial Advisors LLC Takes $3.37 Million Position in Nucor Corporation $NUE
Brendel Financial Advisors LLC purchased 24,882 shares of Nucor Corporation during the third quarter, valued at approximately $3.37 million. This investment constitutes 1.7% of their portfolio....
Mastercard Incorporated $MA Shares Purchased by Armstrong Fleming & Moore Inc
Armstrong Fleming & Moore Inc increased its holding in Mastercard Incorporated (NYSE: MA) during the third quarter. The firm added 1,175 shares to their existing portfolio, bringing the total number o...
First American Bank Has $12.67 Million Position in Chevron Corporation $CVX
During the 3rd quarter, First American Bank decreased its holding of Chevron Corporation stock by selling 5,148 shares, resulting in a current stake of $12.67 million worth of CVX. This represents an ...
Chevron Corporation $CVX Position Increased by Diversified Trust Co
Diversified Trust Co increased its holdings in Chevron Corporation (NYSE:CVX) by 30.5% in the third quarter of the year. The firm now owns 44,006 shares after acquiring an additional 10,287 shares....
Continuum Advisory LLC Acquires 3,466 Shares of Chevron Corporation $CVX
Continuum Advisory LLC increased its holdings in Chevron Corporation by 19.5% during the third quarter and now holds a total of 21,203 shares of the oil and gas corporation....
Promising Value Stocks To Add to Your Watchlist – December 30th
MarketBeat's stock screener has identified seven value stocks for investors to consider adding to their watchlist: Invesco QQQ, Rocket Lab, Ekso Bionics, AST SpaceMobile, ProShares UltraPro Short QQQ,...
Best Nanotechnology Stocks To Keep An Eye On – December 30th
According to MarketBeat's stock screener, investors should keep an eye on Onto Innovation, NVE, and Nano Dimension as nanotechnology stocks for potential investment in high-growth but risky technologi...
Grocery Stocks To Watch Now – December 30th
MarketBeat's stock screener highlights seven grocery stocks for investors' attention: CAVA Group, Conagra Brands, Albertsons Companies, Maplebear, BJ's Wholesale Club, Casey's General Stores, and Groc...
Royal Caribbean Cruises Ltd. $RCL Shares Sold by Calamos Wealth Management LLC
Calamos Wealth Management LLC reduced its stake in Royal Caribbean Cruises Ltd. (NYSE: RCL) during the third quarter of 2023, selling 126,302 shares and holding only 45,211 shares after these transact...
Calamos Wealth Management LLC Sells 15,148 Shares of Analog Devices, Inc. $ADI
Calamos Wealth Management LLC reduced its holdings in Analog Devices Inc. by selling 15,148 shares in the third quarter, decreasing its stake by 19.9%. After the sale, Calamos holds 61,103 shares....
Calamos Wealth Management LLC Purchases 9,345 Shares of Morgan Stanley $MS
Calamos Wealth Management LLC increased its holdings of Morgan Stanley by purchasing an additional 9,345 shares in the third quarter, bringing its total ownership to 87,236 shares....
Carnegie Lake Advisors LLC Purchases 87,345 Shares of RxSight, Inc. $RXST
Carnegie Lake Advisors LLC increased its holdings in RxSight, Inc. by purchasing an additional 87,345 shares in the third quarter, raising their total holdings to 194,345 shares....
Calamos Advisors LLC Raises Stock Holdings in Intel Corporation $INTC
Calamos Advisors LLC increased its stock holdings in Intel Corporation by 23.2% in the third quarter of the year, adding an additional 169,980 shares to reach a total of 903,766 shares....
Calamos Wealth Management LLC Raises Stake in The TJX Companies, Inc. $TJX
Calamos Wealth Management LLC reported an increase in its holdings of The TJX Companies Inc stock by 2.9% for the third quarter, adding 3,263 shares to reach a total ownership of 116,668 shares....
Consilium Wealth Advisory LLC Takes $4.56 Million Position in iShares Bitcoin Trust ETF $IBIT
In the third quarter, Consilium Wealth Advisory LLC acquired 70,072 shares of iShares Bitcoin Trust ETF (IBIT), valued at approximately $4.555 million. This investment makes up 1.8% of the firm's port...
Chris Bulman Inc Sells 5,179 Shares of Vanguard Value ETF $VTV
Chris Bulman Inc reduced its holdings in Vanguard Value ETF by 15.7% during the third quarter. After selling 5,179 shares, they now hold 27,753 shares....
Forefront Wealth Partners LLC Makes New $1.91 Million Investment in SPDR Portfolio Emerging Markets ETF $SPEM
Forefront Wealth Partners LLC purchased 40,808 shares of the SPDR Portfolio Emerging Markets ETF (SPEM) during Q3, valued at around $1.91 million. This investment was disclosed in their latest SEC For...
Dumont & Blake Investment Advisors LLC Lowers Position in Oracle Corporation $ORCL
Dumont & Blake Investment Advisors LLC reduced its holding in Oracle Corporation by 25% during the third quarter through the sale of 3,115 shares. After this transaction, they now own 9,369 shares....
Diversified Trust Co Trims Stock Position in Cummins Inc. $CMI
Diversified Trust Co reduced its holdings in Cummins Inc. by 36.5% during the third quarter, selling 4,191 shares and retaining ownership of 7,295 shares worth $3,081,000....
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Forefront Wealth Partners LLC
Forefront Wealth Partners LLC reduced its holdings of iShares Core S&P Small-Cap ETF by 67.1% in the third quarter, selling 15,455 shares to own a total of 7,588 shares....
Brendel Financial Advisors LLC Has $786,000 Stock Position in Dover Corporation $DOV
Brendel Financial Advisors LLC reduced its stock holdings in Dover Corporation by 79.1% during the third quarter. This减持后,该基金持有道威斯公司的4710股股票。...
Illinois Tool Works Inc. $ITW Shares Bought by Brendel Financial Advisors LLC
In the third quarter, Brendel Financial Advisors LLC significantly increased its stake in Illinois Tool Works Inc., a New York Stock Exchange-listed company, by purchasing an additional 12,954 shares....
Calamos Advisors LLC Has $51.24 Million Stock Holdings in Medtronic PLC $MDT
Calamos Advisors LLC increased its investment in Medtronic PLC by 27.9% during the third quarter, purchasing an additional 117,358 shares to own a total of 538,018 shares valued at $51.24 million....
8,579 Shares in iShares U.S. Utilities ETF $IDU Purchased by Brendel Financial Advisors LLC
Brendel Financial Advisors LLC has acquired a new stake in iShares U.S. Utilities ETF (NYSEARCA:IDU) during the third quarter, with the purchase of 8,579 shares valued at about $951,000. This acquisit...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Grows Position in American Electric Power Company, Inc. $AEP
Cushing Asset Management LP dba NXG Investment Management expanded its stake in American Electric Power Company Inc (AEP) shares by 47.1% in the third quarter. According to their recent SEC filing, th...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Purchases 14,750 Shares of GE Vernova Inc. $GEV
Institutional investor Cushing Asset Management LP, operating under the name NXG Investment Management, increased its stake in General Electric's energy division, GE Vernova Inc., by purchasing an add...
Calamos Advisors LLC Buys 30,207 Shares of The Sherwin-Williams Company $SHW
Calamos Advisors LLC increased its holdings of The Sherwin-Williams Company (NYSE:SHW) by purchasing an additional 30,207 shares, raising the total to 171,406 shares as reported in their latest SEC fi...
Quanta Services, Inc. $PWR Shares Acquired by Calamos Advisors LLC
Calamos Advisors LLC has boosted its stake in Quanta Services, Inc by acquiring an additional 15,388 shares during the third quarter, resulting in a total of 105,401 shares. This represents an increas...
Ascent Group LLC Decreases Stake in Vanguard FTSE Emerging Markets ETF $VWO
Ascent Group LLC reduced its stake in Vanguard FTSE Emerging Markets ETF (VWO) by 28.7% during the third quarter of 2023, according to a recent SEC filing. The company sold 47,807 shares, resulting in...
Fort Washington Investment Advisors Inc. OH Has $8.29 Million Position in ONEOK, Inc. $OKE
Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, has significantly increased its stake in ONEOK, Inc. (NYSE:OKE) by purchasing 69,134 shares in the third quarter. The...
Diversified Trust Co Raises Stock Holdings in General Dynamics Corporation $GD
Institutional investor Diversified Trust Co increased its shareholding in General Dynamics Corp by 31.5% during the third quarter, adding an additional 2,309 shares to their holdings which now total 9...
Diversified Trust Co Buys 21,146 Shares of Marvell Technology, Inc. $MRVL
Diversified Trust Co increased its holdings in Marvell Technology Inc by purchasing an additional 21,146 shares during the third quarter. As a result, Diversified Trust Co now owns 30,650 shares of Ma...
Top Infrastructure Stocks To Research – December 30th
MarketBeat's stock screener tool recommends Coinbase Global, Alibaba Group, and Applied Digital as key infrastructure stocks for research today. Infrastructure stocks include companies that are involv...
Promising Large Cap Stocks To Keep An Eye On – December 30th
According to MarketBeat's stock screener tool, investors should keep an eye on Tesla, Invesco QQQ, and NVIDIA as top large-cap stocks due to their significant market capitalization of at least $10 bil...
Water Stocks To Add to Your Watchlist – December 30th
MarketBeat's stock screener tool identifies seven water-related stocks for potential investment: Coca-Cola, NuScale Power, Clearwater Analytics, IDEXX Laboratories, Sibanye Gold, Ecolab, and American ...
Targa Resources, Inc. $TRGP Shares Purchased by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. increased its holdings of Targa Resources by 93.5% in the third quarter, adding to its existing shares by purchasing an additional 16,733 shares, resulting in ...
Fort Washington Investment Advisors Inc. OH Buys 14,301 Shares of Eli Lilly and Company $LLY
Fort Washington Investment Advisors Inc., based in Ohio, increased its holdings in Eli Lilly and Company by purchasing an additional 14,301 shares, raising the total owned to 48,915 shares as stated i...
Chevron Corporation $CVX Shares Sold by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH reduced its holdings in Chevron Corporation by selling 12,037 shares during the third quarter, resulting in ownership of 475,258 shares....
Andrew Hill Investment Advisors Inc. Buys 5,488 Shares of Amazon.com, Inc. $AMZN
Andrew Hill Investment Advisors Inc. increased its holdings in Amazon.com by purchasing an additional 5,488 shares in the third quarter. The firm's total shareholding now amounts to 17,340 shares of A...
Fort Washington Investment Advisors Inc. OH Trims Stake in Phillips 66 $PSX
Fort Washington Investment Advisors Inc., based in Ohio, reduced its holdings of Phillips 66 (NYSE:PSX) by 5.6% during the third quarter. The firm sold 13,962 shares, leaving it with a total of 234,94...
iShares MSCI EAFE ETF $EFA Holdings Raised by Calamos Wealth Management LLC
Calamos Wealth Management LLC increased its holdings of iShares MSCI EAFE ETF (ticker: EFA) in the third quarter by purchasing an additional 13,993 shares. As a result, the firm's total ownership rose...
Linde PLC $LIN Shares Sold by Calamos Wealth Management LLC
Calamos Wealth Management LLC reduced its holdings in gas and engineering company Linde PLC by 8.6% during the third quarter through the sale of 3,109 shares, leaving them with a total of 33,012 share...
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