investment
2600 articles • Page 35 of 52
Brown Shipley & Co Ltd reduced its holdings in Fortive Corporation by selling 15,181 shares in the third quarter, leaving it with only 1,051 shares. This sale resulted in a reduction of nearly 93.5% o...
During the third quarter, Diversified Trust Co increased its holdings of the iShares Russell 2000 ETF (NYSEARCA:IWM) by buying an additional 5,405 shares, raising its total share count to 72,016....
Clark Asset Management LLC increased its holdings of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 10% in the third quarter, adding an additional 18,541 shares to reach a total of 203,637 shares....
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Diversified Trust Co increased its holdings of Vanguard Extended Market ETF (VXF) by 3.2% in the third quarter, purchasing an additional 15,105 shares to reach a total ownership of 481,340 shares....
Clark Asset Management LLC reduced its holdings of Vanguard Total Bond Market ETF (BND) by 50.7% in the third quarter, selling off 8,897 shares and maintaining ownership of 8,640 shares....
In the third quarter, Clark Asset Management LLC increased its holdings of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) by 32.0%, adding 150,959 shares to reach a total ownership of 623,103 sha...
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Clark Asset Management LLC purchased 3,540 shares of the iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the third quarter, with a total valuation of approximately $575,000....
According to MarketBeat's stock screener tool, seven telecom stocks are recommended for investor attention: AT&T, TELUS, Vodafone Group, Dycom Industries, America Movil, SK Telecom, and Telephone and ...
Bravias Capital Group LLC raised its holdings in Alpha Architect Tail Risk ETF (BATS: CAOS) by purchasing an additional 6,181 shares during the third quarter. This acquisition increased their total sh...
Bravias Capital Group LLC has acquired 4,877 shares of Vanguard High Dividend Yield ETF (NYSEARCA: VYM) during the third quarter. The purchase was valued at about $687,000....
In the third quarter, Perigon Wealth Management LLC increased its holdings in AbbVie Inc.'s stock by purchasing an additional 3,905 shares, bringing its total ownership to 111,108 shares....
Permanent Capital Management LP has increased its investment in Capital One Financial Corporation (COF) by acquiring 12,960 shares worth approximately $2,755,000 during the third quarter. These purcha...
In the third quarter, Parcion Private Wealth LLC increased its holdings of Amazon.com Inc.'s shares by 7.5%, adding an additional 5,110 shares to reach a total of 73,457 shares....
Permanent Capital Management LP acquired a new holding in SPDR Gold Shares (NYSEARCA: GLD) during the third quarter. The firm's purchase included 10,032 shares with an estimated value of roughly $3.56...
Iams Wealth Management LLC increased its stock position in Meta Platforms Inc by 60.7% during the third quarter of 2023 through additional purchases of 1,502 shares, resulting in a total ownership of ...
Perigon Wealth Management LLC reported an increase in its持股比例，该公司在第三季度购买了11,875股雪佛龙公司的股票，并且目前持有该公司的股票总量为73,448股。...
Valley National Advisers Inc. reduced its holdings of Cardinal Health Inc. shares by 96.2% during the third quarter, as reported through a Form 13F filing with the US Securities and Exchange Commissio...
Vontobel Holding Ltd. reduced its stake in JPMorgan Chase & Co. by 4.1% during the third quarter, selling 15,531 shares and retaining ownership of 361,531 shares based on recent SEC filings....
Sowell Financial Services LLC increased its holdings in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA: GCOR) by purchasing an additional 15,678 shares during the third quarter. After this tra...
Schulz Wealth LTD. increased its holdings of Vanguard Total International Stock ETF (NASDAQ:VXUS) in the third quarter by 17,780 shares, resulting in a new total of 172,730 shares as reported to the S...
Schulz Wealth LTD acquired shares worth approximately $1.37 million in Innovator U.S. Equity 10 Buffer ETF (ZALT) during the third quarter of the year....
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Regatta Capital Group LLC reduced its holdings of Global X Emerging Markets Bond ETF (NYSEARCA:EMBD) by 63.5% in the third quarter, selling 23,500 shares and maintaining ownership of 13,483 shares....
Schulz Wealth LTD increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 80.7% during the third quarter, adding 31,070 shares to bring their total ownership to 69,589 shares....
Melone Private Wealth LLC has acquired a position of 14,500 shares in the Capital Group Growth ETF during the third quarter of the year, as reported in their 13F filing with the SEC. The investment is...
VERITY Wealth Advisors减持了iSharesExponentialTechnologiesETF（代码：XT）的7,479股，持股比例从原持有量下降63.5%至持有4,301股。这是根据提交给美国证券交易委员会最近一份13F文件中显示的内容，在第三季度进行了上述股票交易操作。...
In the third quarter, Melone Private Wealth LLC increased its investment in Davis Select U.S. Equity ETF (BATS:DUSA) by 76.2%, purchasing an additional 11,063 shares for a total of 25,575 shares....
Regatta Capital Group LLC increased its stake in iShares Core High Dividend ETF (NYSEARCA: HDV) by 42.7% during the third quarter of 2023, as reported to the Securities and Exchange Commission. The fi...
Permanent Capital Management LP has acquired 52,303 shares of Golar LNG Limited's stock, valued at approximately $2,114,000, according to recent SEC filings. This purchase marks the establishment of a...
JGP Wealth Management LLC increased its holdings in Alphabet Inc. by purchasing an additional 3,374 shares in the third quarter, resulting in total ownership of 8,321 shares as per their Form 13F fili...
During the third quarter, Permanent Capital Management LP purchased 12,575 shares of Bank of America Corporation's stock for an estimated value of $649,000. This is noted in their latest filing with t...
Permanent Capital Management LP bought a new stake in Brunswick Corporation's shares (NYSE:BC) during the third quarter, as reported in their recent 13F filing with the SEC. The purchase included 11,2...
Permanent Capital Management LP acquired 147,769 shares of Aura Biosciences during the third quarter, with a total investment value of approximately $913,000....
Permanent Capital Management LP acquired 3,041 shares of Cigna Group in the third quarter, valued at approximately $877,000....
Permanent Capital Management LP purchased 2,494,540 shares of Aurora Innovation, Inc. (NASDAQ: AUR) during the third quarter, increasing their investment by approximately $13,446,000. These holdings n...
Permanent Capital Management LP acquired new holdings in Acacia Research Corporation (NASDAQ: ACTG) during the third quarter of 2023, according to a recent filing with the Securities & Exchange Commis...
Permanent Capital Management LP purchased 32,270 shares of Teck Resources Ltd worth approximately $1.416 million during the third quarter. This purchase represents a new investment position for the fu...
Permanent Capital Management LP has acquired a new position in Loews Corporation during the third quarter, as reported in their most recent 13F filing with the SEC. The firm purchased 15,445 shares va...
Permanent Capital Management LP has bought 12,826 shares of American International Group Inc., worth approximately $1 million, during the third quarter of the current year, as disclosed to the Securit...
Permanent Capital Management LP purchased 10,090 shares of Union Pacific Corporation stock during the third quarter, worth approximately $2,385,000. This investment comprises about 0.4% of Permanent C...
Permanent Capital Management LP has acquired a new position in Life360 Inc., purchasing 21,539 shares with a value of around $2.29 million during the third quarter based on their most recent Form 13F ...
During the third quarter, Permanent Capital Management LP acquired 12,201 shares of Citigroup Inc., with a total value of approximately $1.238 million. This investment reflects an expansion into Citig...
Permanent Capital Management LP has purchased 496,519 shares of Cadiz Inc., valued at approximately $2,344,000, during the third quarter as per their latest SEC filing. This investment now represents ...
Permanent Capital Management LP acquired 14,345 shares of Vanguard Total World Stock ETF during the third quarter, valued at approximately $1.977 million....
In the third quarter, Perigon Wealth Management LLC increased its stake in GE Vernova Inc. by 40.5%, acquiring an additional 1,843 shares to reach a total of 6,395 shares....
Permanent Capital Management LP bought 65,293 new shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the third quarter, with a total valuation of about $16.655 million....
Perigon Wealth Management LLC increased its holdings of Dimensional International Sustainability Core 1 ETF (DFSI) in the third quarter by acquiring an additional 13,125 shares, bringing their total o...
Perigon Wealth Management LLC increased its stake in Regeneron Pharmaceuticals, Inc. by buying 985 additional shares during the third quarter. This brought their total holdings to 6,701 shares of REGN...