investment
2600 articles • Page 37 of 52
Osaic Holdings Inc. increased its stake in Itron Inc. by 60% during the second quarter through additional purchases of 6,524 shares, bringing its total holdings to 17,396 shares as reported in a 13F f...
Osaic Holdings Inc. decreased its holdings in AllianzIM U.S. Large Cap Buffer 10-Aug ETF (AUGT) by 44.6% during the second quarter, selling a total of 60,378 shares and holding 75,059 shares as a resu...
Osaic Holdings Inc. increased its holdings in iShares MSCI Japan Value ETF (NASDAQ: EWJV) by purchasing an additional 17,506 shares in the second quarter. This represents a 31.8% increase from previou...
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
Everpar Advisors LLC increased its holdings of Capital Group's Dividend Value ETF (CGDV) by 16.8% in the third quarter, resulting in ownership of 114,823 shares after purchasing an additional 16,490 s...
Osaic Holdings Inc. reduced its holdings in the Vanguard S&P Small-Cap 600 Growth ETF by selling 14,636 shares during the second quarter, leaving it with 19,289 shares....
Clune & Associates Ltd. decreased its holdings in Dimensional US Core Equity Market ETF by 17.1% during the third quarter, selling 12,726 shares to maintain a total ownership of 61,516 shares....
According to recent data, First Trust Senior Floating Rate Income Fund II (FCT) experienced a significant decline in short interest. By December 15th, the number of shares sold short had dropped by 34...
Bellecapital International Ltd has invested $3.52 million in iShares Gold Trust (IAU) by purchasing 48,430 shares during the third quarter as per their latest SEC filing....
BlackRock Floating Rate Income Strategies Fund (NYSE:FRA) saw a significant decrease of 35.1% in short interest from November to mid-December, with only 366,786 shares remaining as of December 15th....
Columbus Macro LLC increased its holdings of Vanguard Emerging Markets Government Bond ETF (VWOB) by 9.3% during the third quarter according to recent filings with the Securities and Exchange Commissi...
Emprise Bank has purchased 4,995 shares of Chevron Corporation (CVX) stock in the third quarter, with a total value of approximately $776,000. This transaction is reported to the Securities and Exchan...
Cadent Capital Advisors LLC reduced its holdings of Exxon Mobil Corporation by 25.4% during the third quarter through the sale of 7,374 shares, leaving it with 21,616 shares....
Carnegie Investment Counsel increased its shareholding in Packaging Corporation of America by purchasing an additional 3,085 shares in the third quarter. The acquisition raised Carnegie's total holdin...
Institutional investor Beech Hill Advisors Inc decreased its holdings in Amazon by 14.5% during the third quarter after selling shares worth approximately $3 million....
Carnegie Investment Counsel increased its investment in the iShares 0-3 Month Treasury Bond ETF (SGOV) by 30.9% during the third quarter of the year, adding 18,896 shares to reach a total holding of 8...
Brookstone Capital Management increased its stake in Meta Platforms by 7.9% during the third quarter of 2023, purchasing an additional 4,831 shares to reach a total holding of 66,320 shares valued at ...
Beacon Investment Advisory Services Inc. reduced its stock position in Eli Lilly and Company by 10.4% during the third quarter, following the sale of 2,342 shares, resulting in a new holding of 20,158...
Seven home improvement stocks recommended for investor attention today include Home Depot, Lowe's Companies, Masco, Medallion Financial, Jewett-Cameron Trading, and ToughBuilt Industries. These compan...
Cadinha & Co. LLC reduced its holding in Walmart Inc. by 1.9% during the third quarter. The firm now owns 244,328 shares representing about 3.4% of their portfolio after selling 4,830 shares....
Clune & Associates LTD increased its stake in Vanguard Value ETF (VTV) by 7.4% in the third quarter, acquiring an additional 2,601 shares, for a total of 37,985 shares....
Cadinha & Co. LLC has purchased 9,745 shares of Amphenol Corporation (NYSE:APH) valued at approximately $1.206 million, marking a new investment position during the third quarter of 2023....
Castle Rock Wealth Management LLC reduced its holdings of iShares Floating Rate Bond ETF (BATS:FLOT) in the third quarter by selling 10,302 shares. The fund now owns 148,971 shares....
Clune & Associates LTD. increased its holdings in Dimensional International Value ETF (NYSEARCA: DFIV) by purchasing an additional 11,040 shares during the third quarter, bringing its total to 365,708...
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by purchasing an additional 4,206 shares. They now own a total of 36,266 sha...
Cahaba Wealth Management Inc. increased its holdings of JPMorgan Ultra-Short Income ETF by 4.7% in the third quarter, purchasing an additional 15,707 shares to own a total of 349,833 shares....
Client First Advisory Group LLC has increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 25,118 shares in the third quarter, bringing their total ownership ...
Founders Grove Wealth Partners LLC decreased its holdings of the Vanguard FTSE Developed Markets ETF (VEA) by 2.2% in Q3, selling 12,767 shares and leaving it with a total of 560,740 shares worth appr...
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares Global Energy ETF (NYSEARCA:IXC) by purchasing an additional 15,715 shares, thus raising its total ownership t...
Client 1ST Advisory Group LLC decreased its holdings of Dimensional International Core Equity 2 ETF (BATS:DFIC) in the third quarter, selling 21,581 shares and reducing its stake to 437,732 shares....
Cahaba Wealth Management Inc increased its holdings of iShares Core S&P Small Cap ETF by 3.8% during the third quarter, adding an additional 16,064 shares to their portfolio for a total of 439,609 sha...
Cahaba Wealth Management Inc. increased its holdings of iShares Core 1-5 Year USD Bond ETF (ISTB) by 4.9% in the third quarter, adding an additional 46,350 shares to reach a total of 997,635 shares, b...
Cahaba Wealth Management Inc. has increased its holdings in iShares Core S&P Mid-Cap ETF (IJH) by 3.5% in Q3, buying an additional 64,153 shares and now owning a total of 1,872,038 shares....
Client 1ST Advisory Group LLC increased its ownership of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 13,754 shares in the third quarter. As a result, the company now holds a total of...
Carnegie Investment Counsel increased its holdings of UnitedHealth Group Inc (NYSE: UNH) by 2.2% in the third quarter through additional purchases worth 2,316 shares, raising its total stake to 105,62...
Custos Family Office LLC reduced its investment in Invesco QQQ (NASDAQ:QQQ) by 32.2% in the third quarter, according to SEC filings. The firm now holds 12,076 shares of the ETF which constitutes aroun...
Carnegie Investment Counsel reduced its holdings in Union Pacific Corporation (NYSE: UNP) by selling 16,637 shares during the third quarter. The institutional investor now owns 95,572 shares of the ra...
Carnegie Investment Counsel reduced its holdings in Marsh & McLennan Companies by 6.2% during the third quarter, selling off 6,375 shares to hold a total of 97,020 shares according to their latest fil...
In the third quarter, Carnegie Investment Counsel acquired 38,904 shares in Synopsys, Inc. (NASDAQ: SNPS), with a total value of approximately $19,195,000. This new stake is detailed in their most rec...
Carnegie Investment Counsel increased its holdings of Vanguard Dividend Appreciation ETF (VIG) by buying an additional 4,238 shares in the third quarter. This purchase raised their total ownership to ...
Fulton Breakefield Broenniman LLC reduced its investment in Taiwan Semiconductor Manufacturing Company Ltd. by 2.5% during the third quarter, selling 5,483 shares to hold a total of 213,103 shares as ...
Carnegie Investment Counsel has decreased its holdings of NextEra Energy's shares by 3.3% during the third quarter through the sale of 14,468 shares, reducing their ownership to 418,891 shares....
Connective Portfolio Management LLC decreased its stake in Rocket Lab Corporation (RKLB) by 39.6% during the third quarter by selling 19,000 shares, leaving it with ownership of 29,000 shares....
Evanson Asset Management LLC reduced its stake in Amazon.com Inc by 4.9% in Q3, reducing the holding to 43,191 shares after selling 2,215 shares....
CHICAGO TRUST Co NA reduced its holdings in Amazon.com (AMZN) by 7.1% in the third quarter through the sale of 4,220 shares, resulting in an ownership stake of 54,983 shares....
Covea Finance reduced its holding in Eli Lilly and Company (NYSE:LLY) shares by 9.9% during the third quarter of the year, selling 4,400 shares and ending up with a total of 40,070 shares....
Darwin Wealth Management LLC has acquired 4,241 shares of Autodesk Inc., increasing their investment by about $1,347,000 in the third quarter....
Fulton Breakefield Broenniman LLC decreased its holdings in McDonald’s Corporation by 30.1% during the third quarter, reducing its ownership to 50,952 shares....
In the third quarter of 2022, Burney Co., an institutional investor, reduced its shareholding in UnitedHealth Group Incorporated (NYSE:UNH) by selling 21.6% of its previous holdings, amounting to a sa...
Ellsworth Advisors LLC acquired 2,873 shares of Costco Wholesale Corporation stock during the third quarter, with a total value of approximately $2.74 million....