investment
2600 articles • Page 36 of 52
During the third quarter, Perigon Wealth Management LLC increased its holdings of SAP SE by 38.2%, purchasing an additional 4,256 shares for a total of 15,402 shares valued at approximately $4.12 mill...
Permanent Capital Management LP acquired a new stake of 243,343 shares in Vanguard S&P 500 ETF (VOO) during the third quarter, with an investment value of approximately $149.44 million....
Perigon Wealth Management LLC increased its investment in AECOM by acquiring an additional 5,882 shares during the third quarter. As a result, it now holds 52,073 shares of AECOM's stock....
Perigon Wealth Management LLC increased its holdings in the Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL) during Q3 by purchasing an additional 8,501 shares, bringing the total to 65,372 ...
Institutional investor Meyer Handelman Co. increased its shareholding in Visa Inc. by 6.5% during the third quarter of the current year, adding 5,801 shares to reach a total ownership of 95,445 shares...
Boston Trust Walden Corp increased its holdings of Badger Meter Inc.'s stock by 43.7% during the third quarter as per its latest filing with the SEC....
Regent Peak Wealth Advisors LLC has acquired a new position in Exxon Mobil Corporation (XOM) by purchasing 5,966 shares valued at around $673,000 during the third quarter....
Arvest Investments Inc. increased its stake in Amazon.com by 21.7% during the third quarter by purchasing an additional 3,813 shares, bringing their total holdings to 21,353 shares....
HBK Sorce Advisory LLC increased its stake in NVIDIA Corporation by 37.5% during the third quarter of the current year, adding 81,284 shares to reach a total of 298,104 shares....
The article highlights five key agriculture stocks monitored by MarketBeat’s stock screener: Deere & Company, Corteva, Bunge Global, Cal-Maine Foods, and Gates Industrial. These companies are ma...
Perigon Wealth Management LLC acquired new shares in Hubbell Inc during the third quarter, totaling 12,540 shares valued at around $5.396 million....
Perigon Wealth Management LLC increased its holdings in Waste Management, Inc., a business services provider, by 12.2% during the third quarter. This increase involved the acquisition of an additional...
During the third quarter, Perigon Wealth Management LLC increased its holdings in Vanguard Short-Term Corporate Bond ETF (VCSH) by purchasing an additional 7,611 shares. This transaction raised their ...
Sowell Financial Services LLC increased its holdings of The Allstate Corporation by 156.5% in the third quarter, adding 8,847 shares to reach a total of 14,499 shares....
Sowell Financial Services LLC reduced its holdings of SPDR Gold Shares (NYSEARCA:GLD) by 43.7% in the third quarter, selling off 6,649 shares to end up with 8,575 shares....
Sowell Financial Services LLC reduced its stake in Cardinal Health Inc. by selling 9,987 shares during the third quarter, resulting in a holding of 15,419 shares....
Perigon Wealth Management LLC increased its holdings in PepsiCo, Inc. by purchasing an additional 12,099 shares during the third quarter, raising their total share ownership to 49,635 shares....
Perigon Wealth Management LLC increased its holdings in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) by 88.1% during the third quarter, according to recent SEC filings....
Sowell Financial Services LLC has increased its holdings of the Timothy Plan US Small Cap Core ETF by 29.8% in Q3, adding more shares to its portfolio....
Sapient Capital LLC reduced its holdings in the Vanguard FTSE All-World ex-US ETF by selling 69,568 shares during the third quarter. As a result, the institutional investor now owns 5,553 shares of th...
Sapient Capital LLC purchased 2,986 shares of Vanguard Extended Market ETF during the third quarter, bringing the value to approximately $626,000. This was disclosed through their latest filing with t...
Sowell Financial Services LLC increased its stock holdings in JPMorgan Nasdaq Equity Premium Income ETF by 35.2% during the third quarter, according to recent SEC filings. The company now owns 64,598 ...
Sowell Financial Services LLC purchased 67,391 shares of the Invesco S&P International Developed Momentum ETF during the third quarter. The total investment amounts to approximately $3,638,000....
TTP Investments Inc. increased its stake in NVIDIA Corporation by 5.5% during the third quarter, adding 5,247 shares to bring their total holdings to 101,504 shares of NVIDIA stock....
Lake Hills Wealth Management LLC increased its holdings in NVIDIA Corporation by purchasing an additional 3,983 shares during the third quarter, totaling 9,317 shares. This represents a 74.7% stake in...
Salvus Wealth Management LLC increased its stock holdings in NVIDIA Corporation by 19.6% during the third quarter. The firm now owns 23,385 shares after purchasing an additional 3,835 shares....
Founders Grove Wealth Partners LLC reduced its holdings of Vanguard S&P 500 ETF (VOO) in the third quarter, selling 1,025 shares and holding a total of 15,274 shares after the transaction....
Blue Trust Inc. increased its holdings in Tesla Inc., growing its ownership by 14.1% in the third quarter through acquiring an additional 1,794 shares. The fund now owns 14,540 shares of Tesla stock....
Ehrlich Financial Group increased its holdings in iShares Short Treasury Bond ETF (NASDAQ: SHV) by 72.6% during the third quarter through an additional purchase of 9,414 shares, bringing its total own...
Ehrlich Financial Group increased its holdings of iShares Gold Trust (NYSEARCA: IAU) by 15.3% in the third quarter, adding 5,943 shares to reach a total of 44,884 shares valued at approximately $3.27 ...
Deprince Race & Zollo Inc. increased its holdings in Mondelez International by 70.5% during the third quarter, acquiring an additional 193,956 shares, bringing their total to 469,058 shares....
Carnegie Investment Counsel reduced its stock position in Adobe Inc. by 85.5% during the third quarter of 2023. The firm now holds 13,644 shares after selling 80,436 shares of Adobe's stock....
Beacon Investment Advisory Services Inc. significantly reduced its stake in UnitedHealth Group Incorporated during the third quarter of 2023. The firm's holdings dropped to 1,938 shares after selling ...
According to MarketBeat's stock screener tool, Spotify Technology, Roku, Tencent Music Entertainment Group, Confluent, and Franco-Nevada are key streaming stocks for today. These companies typically e...
Clune & Associates LTD increased its holdings in Vanguard S&P 500 ETF (VOO) by an additional 808 shares, raising the total number of shares to 17,947. This 4.7% increase is detailed in a recent filing...
Cahaba Wealth Management Inc. increased its holdings in the iShares National Muni Bond ETF (MUB) by 7.7% in the third quarter, purchasing an additional 24,132 shares and bringing its total ownership t...
Client 1ST Advisory Group LLC increased its holdings of iShares MSCI EAFE Growth ETF during the third quarter by buying an additional 4,429 shares, making their total ownership amount to 67,543 shares...
Tlwm reduced its investment in Microsoft Corporation by selling 1,148 shares during the third quarter, resulting in ownership of 4,889 shares or 0.5% of Tlwm's holdings....
MB Levis & Associates LLC reduced its stock holdings of JPMorgan Chase & Co. by 13.1% during the third quarter, selling 1,867 shares and leaving a position of 12,373 shares....
Legacy Wealth Management Inc reduced its holdings in Apple Inc., selling 2,887 shares and now owning only 975 shares of the company's stock after this activity in the third quarter. This marks a decre...
Sarasin & Partners LLP has increased its stock position in Apple Inc. by 3.8% during the third quarter of the year as per their latest filing with the SEC, raising their total share count to 1,450...
In the third quarter, HBK Sorce Advisory LLC purchased 83,398 shares of Senseonics Holdings Inc., worth approximately $39,000. The transaction is detailed in their latest Form 13F filing with the SEC....
During the 3rd quarter, E. Ohman J or Asset Management AB increased its holdings in Shift4 Payments Inc. by purchasing an additional 8,189 shares, bringing the total to 35,097 shares....
Osaic Holdings Inc. decreased its holding in Small Cap Growth Alpha ETF (NASDAQ: JSML) by 51.5% during the second quarter, as reported in a recent SEC filing. This involves selling 35,395 shares and r...
Everpar Advisors LLC increased its holdings of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ: BSCT) in the third quarter by 120.8%, resulting in an ownership of 64,688 shares after acquiring ad...
Osaic Holdings Inc. increased its stock position in Frontline PLC by 32.9% during the second quarter, acquiring an additional 34,860 shares to a total of 140,958 according to their latest Form 13F fil...
Everpar Advisors LLC boosted its investment in the Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS) by acquiring an additional 32,406 shares in the third quarter. This increase represents a ...
In the second quarter, Osaic Holdings Inc. significantly increased its stake in Towne Bank shares by acquiring an additional 60,953 shares, resulting in a total ownership of 70,831 shares and marking ...
Osaic Holdings Inc. increased its stake in Yum China (YUMC) by 34.2% during the second quarter, according to its latest SEC filing. The company reported owning 55,204 shares after acquiring an additio...
Osaic Holdings Inc. increased its stake in TransUnion by 102.1% during the second quarter through the purchase of an additional 13,123 shares, raising its total holdings to 25,970 shares....