investment
2494 articles • Page 33 of 50
Calamos Wealth Management LLC acquired 1,003,595 shares of VictoryShares Core Intermediate Bond ETF (UITB) during the third quarter, valued at approximately $47.69 million....
Calamos Wealth Management LLC increased its ownership of American Express Company (AXP) by acquiring an additional 5,951 shares in the third quarter, raising its total holdings to 61,400 shares....
Calamos Advisors LLC acquired a new position in Electronic Arts Inc. during the third quarter through the purchase of 66,500 shares valued at approximately $13,413,000....
Calamos Advisors LLC has increased its investment in James Hardie Industries PLC by purchasing 785,703 shares during the third quarter, raising their ownership to 0.18% of the company and amounting to...
Calamos Advisors LLC increased its investment in Celsius Holdings Inc. (CELH) by 273.5% during the third quarter, acquiring an additional 198,555 shares, which brings their total holdings to 271,150 s...
Calamos Advisors LLC reduced its stake in MercadoLibre, Inc., selling 377 shares and owning a total of 7,098 shares at the end of the third quarter. The value of their holdings amounted to $16,588,000...
Farmers & Merchants Investments Inc. has reduced its stake in Becton Dickinson and Co by 13.5% in the third quarter, selling 3,060 shares to hold a remaining 19,570 shares....
During the third quarter, Diversified Trust Co increased its holdings of Taiwan Semiconductor Manufacturing Company Ltd. by purchasing an additional 19,239 shares, raising its total stake to 41,127 sh...
Diversified Trust Co increased its stake in Morgan Stanley by 63.9% during Q3 through the acquisition of additional 18,800 shares, bringing their total holdings to 48,243 shares....
Clark Asset Management LLC increased its investment in Invesco QQQ by purchasing an additional 2,479 shares during the third quarter. The institution now holds 10,863 shares of the ETF. This change is...
Continuum Advisory LLC increased its holdings in Comcast Corporation (NASDAQ: CMCSA) during the third quarter through additional purchases of 17,087 shares, raising its total stake to 151,036 shares....
Farmers & Merchants Investments Inc. reduced its stake in Taiwan Semi conductor Manufacturing Co., Ltd by 11.7% during the third quarter, having sold off shares amounting to 11,968 units leaving them ...
Boston Trust Walden Corp decreased its stake in BlackRock by 11% during the third quarter of 2023, according to SEC filings, by selling off 4,234 shares. Boston Trust now owns 34,398 shares of BlackRo...
Boston Trust Walden Corp reduced its holdings in Adobe Inc. by 13.8% in the third quarter of the fiscal year, selling off 12,913 shares to maintain ownership of 80,507 shares....
Boston Trust Walden Corp reduced its holdings in Agilent Technologies by selling 48,731 shares in the third quarter. After this sale, it now owns 229,761 shares....
Baron Wealth Management LLC reduced its stake by 8.9% in the third quarter of the year, selling 50,000 shares and holding onto 513,953 shares of Rivian Automotive Inc.'s stock....
In the third quarter, Diversified Trust Co increased its ownership of Bank of America Corporation (NYSE:BAC) by 6.1%. The firm's stake now totals 280,775 shares following an addition of 16,221 new sto...
Institutional investor Clark Asset Management LLC increased its position in Vanguard Short-Term Bond ETF (NYSEARCA: BSV) during the third quarter by purchasing an additional 39,837 shares. The company...
Diversified Trust Co reduced its holdings in iShares Core S&P Mid-Cap ETF (IJH) by 11.7% during the third quarter, as revealed in a recent filing with the SEC....
Ergawealth Advisors Inc. increased its holdings in the Capital Group Growth ETF (CGGR) by 5.1% in Q3, acquiring an additional 32,438 shares to bring total ownership to 668,167 shares....
Clark Asset Management LLC increased its holdings of Vanguard FTSE Developed Markets ETF (symbol: VEA) in the third quarter by purchasing an additional 189,438 shares. This brought their total to 2,18...
Bravias Capital Group LLC significantly raised its stake in iSharesSilverTrust (SLV) during the third quarter by purchasing an additional 48,918 shares. The company now owns a total of 80,750 shares a...
Farmers & Merchants Investments Inc. reduced its holdings of Danaher Corporation by selling 3,950 shares in the third quarter, resulting in a new total ownership stake of 35,573 shares....
Boston Trust Walden Corp reduced its holdings in Costco Wholesale Corporation by selling 4,326 shares during the third quarter, bringing its total持股数量降至125,264股，占其投资组合的0.9%。...
Cobblestone Asset Management LLC has acquired 15,541 shares of the Vanguard Short-Term Inflation-Protected Securities ETF worth approximately $787,000 during the third quarter. This was disclosed thro...
Continuum Advisory LLC increased its position in Salesforce Inc. by 10.1% during the third quarter of 2023, adding an additional 2,043 shares to reach a total holding of 22,224 shares with a value of ...
Copeland Capital Management LLC has recently purchased 125,733 shares of AptarGroup, Inc., valued at approximately $16,806,000, during the third quarter. This acquisition is reported in their latest F...
Copeland Capital Management LLC reduced its holdings of Jack Henry & Associates, Inc.'s shares by 5.5% during the third quarter after selling 9,983 shares, leaving it with a total stake of 172,546 sha...
Copeland Capital Management LLC reduced its holding in The New York Times Company by 3.4% during the third quarter by selling 16,526 shares, leaving it with a total of 474,574 shares....
Copeland Capital Management LLC increased its holdings of Booz Allen Hamilton Holding Corporation by 8.1% during the third quarter of the year, bringing their total stock ownership to 344,650 shares a...
Boston Trust Walden Corp reduced its investment in Marsh & McLennan Companies (MMC) by selling 15,513 shares during the third quarter, leaving them with a total of 177,555 shares valued at $35.78 mill...
Copeland Capital Management LLC decreased its holdings of Terreno Realty Corporation's shares by selling 54,728 shares during the third quarter, reducing their ownership to 1,039,021 shares....
Copeland Capital Management LLC reduced its holdings in Chesapeake Utilities Corporation (NYSE:CPK) by 5% during the third quarter of 2021. The fund sold 26,340 shares and now owns 505,041 shares....
Boston Trust Walden Corp reduced its holding in Selective Insurance Group Inc by 44.4 percent during the third quarter by selling 492,422 shares and retaining 617,500 shares....
Farmers & Merchants Investments Inc. has decreased its investment in NIKE by selling 19,095 shares during the third quarter, leading to a new total of 200,194 shares....
Short interest in AlTi Global Inc (NASDAQ: ALTI) increased by 35.5% from November 30th to December 15th, reaching a total of 1,667,083 shares based on an average daily trading volume....
Baron Wealth Management LLC reduced its holdings of iShares MSCI USA Quality Factor ETF by 1.5% during the third quarter, decreasing its stock ownership from 288,385 to 284,039 shares....
Baron Wealth Management LLC increased its holdings of Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI) by 4.2% in the third quarter, acquiring an additional 28,311 shares to reach ...
Diversified Trust Co increased its shareholding in Lam Research Corporation by 34.4% during the third quarter of the year. This increment is due to additional purchases of 8,172 shares bringing total ...
Diversified Trust Co increased its holdings in Gen Digital Inc by 11.9% during the third quarter. The firm acquired an additional 23,035 shares, bringing their total to 217,396 shares of Gen Digital s...
Diversified Trust Co reduced its holdings of Philip Morris International Inc. (NYSE: PM) by 32.5% in the third quarter, selling 26,955 shares and retaining 55,930 shares....
During the third quarter, Diversified Trust Co increased its holdings in Consolidated Edison Inc by 17.3%, amounting to an additional purchase of 6,796 shares, bringing their total stock ownership to ...
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
During the third quarter, Diversified Trust Co increased its position in Amgen Inc. stock (NASDAQ:AMGN) by 8.9%, adding an additional 3,471 shares to its holdings of 42,681 shares as reported to the S...
Diversified Trust Co increased its investment in NetApp Inc (NASDAQ: NTAP) by 10.4% during the third quarter of 2023, adding 5,698 shares to its portfolio according to a recent filing with the SEC....
In the third quarter, Diversified Trust Co increased its stake in Palantir Technologies Inc. by 67.9%, adding 17,659 shares to its existing holdings, bringing its total ownership to 43,650 shares of N...
Diversified Trust Co increased its holdings in Colgate-Palmolive Company (NYSE: CL) by 12.8% during the third quarter. The institutional investor purchased an additional 10,892 shares, raising its tot...
In the third quarter, Diversified Trust Co purchased a new stake of 50,000 shares in ProShares UltraPro S&P 500 worth approximately $5.57 million as reported by their latest Form 13F filing with the S...
Diversified Trust Co significantly increased its holdings of iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 251.4% during the third quarter, adding an additional 30,463 shares to bring total ownership ...
Diversified Trust Co reduced its holdings of Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by 1.5% during the third quarter, selling 2,520 shares and now owning a total of 163,997 shares....