investment
2600 articles • Page 38 of 52
Emprise Bank has acquired a new stake in Dimensional US High Profitability ETF (DUHP) by purchasing 13,982 shares during the third quarter. The investment is valued at approximately $528,000. Addition...
Emprise Bank increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 11.1% during the third quarter, purchasing an additional 52,260 shares to a total of 522,320 shares valued at a...
Osaic Holdings Inc. has increased its shareholding in the Innovator MSCI EAFE Power Buffer ETF (IAPR) by 49.7% during the second quarter, according to SEC filings. The company now holds a total of 103...
During the second quarter, Osaic Holdings Inc. increased its stake in Eagle Materials Inc (NYSE:EXP) by purchasing an additional 11,823 shares. As a result of this purchase, Osaic now owns a total of ...
Osaic Holdings Inc increased its stake in Keurig Dr Pepper by 47.7% during the second quarter as per a recent filing with the SEC, raising its holdings to 92,697 shares....
Carnegie Investment Counsel increased its holdings in Post Holdings Inc., reporting an additional 6,861 shares purchased during the third quarter, raising their total to 158,701 shares....
Carnegie Investment Counsel increased its holdings in GRAIL Inc. by 48.1% in the third quarter of 2023, acquiring an additional 79,630 shares to own a total of 245,315 shares, representing about 0.68%...
Osaic Holdings Inc. increased its holdings in Rigetti Computing Inc. by 119.2% in the second quarter of 2023, according to recent SEC filings. The firm now owns 260,307 shares after purchasing an addi...
Dragoneer Investment Group LLC significantly increased its investment in Duolingo by purchasing an additional 1,208,346 shares during the third quarter. This increase brought their total holdings to 1...
Carnegie Investment Counsel increased its stake in SoundHound AI Inc (NASDAQ:SOUN) during the third quarter through additional purchases of 164,725 shares, raising its total holdings to 1,363,405 shar...
Carnegie Investment Counsel reduced its holdings in IonQ Inc. by 36.7% during the third quarter, selling 155,878 shares and retaining 268,704 shares, equivalent to about 0.09% ownership....
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
In Q3 2023, Carnegie Investment Counsel reduced its ownership in Zebra Technologies Corporation by selling 20,138 shares or 34.6% of its holdings, down to a total of 38,126 shares....
Carnegie Investment Counsel increased its stake in Lockheed Martin Corporation (NYSE:LMT) during the 3rd quarter of 2021 by buying an additional 3,031 shares. This acquisition brings their total to 29...
In its latest filing with the SEC, Cwm LLC announced an increase in its holdings of The Travelers Companies Inc. shares by 11.3% during the third quarter. This rise is attributed to a purchase of an a...
Carnegie Investment Counsel increased its ownership of Schwab U.S. TIPS ETF (SCHP) by purchasing an additional 22,341 shares during the third quarter. As a result, the institution now holds 614,469 sh...
During the third quarter, Cwm LLC increased its stake in General Dynamics Corporation by purchasing an additional 32,455 shares, bringing its total holdings to 105,477 shares. This represents a 44.4% ...
Carnegie Investment Counsel increased its holdings of Otis Worldwide Corporation by 19.9% in the third quarter to a total of 234,368 shares after purchasing an additional 38,931 shares....
Carnegie Investment Counsel significantly increased its stock position in Maplebear Inc., adding 247,061 shares for a total of 542,936 shares during the third quarter. This represents an 83.5% additio...
Carnegie Investment Counsel decreased its holding in the SPDR Portfolio S&P 500 Growth ETF (SPYG) by selling 7,803 shares during the third quarter. Post transaction, the firm owned 119,404 shares....
Carnegie Investment Counsel increased its holdings of American Tower Corporation stock (NYSE: AMT) by 3.1% in the third quarter. According to their most recent Form 13F filing with the SEC, they acqui...
Carnegie Investment Counsel reduced its holdings in TE Connectivity Ltd. by 2.8% during the third quarter, selling 3,313 shares and holding a total of 114,617 shares post-sale....
Carnegie Investment Counsel increased its holdings in Hologic Inc. by 3.5% during the third quarter through the purchase of an additional 7,686 shares, bringing its total to 229,214 shares....
Carnegie Investment Counsel reduced its shareholding in Palantir Technologies Inc. by selling 3,191 shares during the third quarter, resulting in an ownership of 118,483 shares....
Carnegie Investment Counsel increased their investment in Vanguard Tax-Exempt Bond ETF (VTEB) by 3.3% during the third quarter, adding an additional 11,453 shares to reach a total of 361,706 shares....
Osaic Holdings Inc. increased its stake in Insulet Corporation (NASDAQ:PODD) by purchasing an additional 5,309 shares during the second quarter, resulting in a total holding of 8,781 shares....
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
In the second quarter of this year, Osaic Holdings Inc increased its holdings in TransMedics Group (TMDX) by purchasing an additional 6,899 shares, bringing its total ownership to 21,116 shares....
Osaic Holdings Inc. reported an increase of its holdings in the Goldman Sachs NASDAQ 100 Core Premium Income ETF (GPIQ) by 23.6% during the second quarter, according to a recent SEC filing....
In the second quarter, Osaic Holdings Inc. increased its holdings of iShares Global Healthcare ETF (IXJ) by 27.7%, adding 7,014 shares to reach a total of 32,370 shares valued at $2.79 million....
Osaic Holdings Inc. reduced its holdings in iShares New York Muni Bond ETF (NYSEARCA:NYF) by 38.9% during the second quarter, selling 33,615 shares and retaining 52,781 shares....
Osaic Holdings Inc. increased its holdings in Franklin U.S. Core Bond ETF (NYSEARCA: FLCB) by 68.7% during the second quarter, having acquired an additional 55,129 shares, bringing their total ownersh...
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
Osaic Holdings Inc. increased its shareholding in Goldman Sachs Hedge Industry VIP ETF (GVIP) by purchasing an additional 5,321 shares during the second quarter, increasing its total holdings to 20,27...
Carnegie Investment Counsel increased its holdings in Public Storage by 23% in Q3, adding 21,073 shares to reach a total of 112,769 shares....
In its most recent SEC filing, Carnegie Investment Counsel reduced its stake in Cloudflare Inc (NYSE:NET) by 14.2% in the third quarter to a total of 153,033 shares following the sale of 25,285 shares...
Carnegie Investment Counsel reduced its holdings in Credo Technology Group Holding Ltd by 33.7% during the third quarter, selling 129,024 shares and retaining 253,467 shares....
Carnegie Investment Counsel increased its holdings of the iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) by 14.5% during the third quarter, adding 96,601 shares to reach a total holding of 761,4...
Carnegie Investment Counsel increased its stake in Zoetis Inc. by 6.8% during the third quarter, adding 21,563 shares to its holdings, which now total 340,532 shares valued at $49.83 million....
Carnegie Investment Counsel reduced its shareholding in Ecolab Inc by 3.6% during the third quarter of the year. The company owned 147,424 shares after selling 5,428 shares....
An analysis comparing the multi-sector conglomerates Kushco and Griffon across various financial metrics including dividends, institutional ownership, risk, analyst recommendations, profitability, ear...
Friedenthal Financial has acquired a new position in Exxon Mobil Corporation by purchasing 8,145 shares valued at approximately $918,000 during the third quarter. This information was disclosed in the...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in JPMorgan Chase & Co by 16.4% during the third quarter, selling 3,177 shares and retaining a total of 16,163 shares....
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
In the third quarter, Fulton Breakefield Broenniman LLC increased its stock holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 1.9%, adding 7,345 shares to reach a total of 384,827 sh...
Connective Portfolio Management LLC purchased 24,500 shares of Legend Biotech Corporation Sponsored ADR (NASDAQ: LEGN) during the third quarter. The total investment is valued at around $805,000....
Eagle Capital Management LLC has initiated an investment in the Vanguard Ultra-Short Bond ETF (symbol: VUSB) during the third quarter. The firm bought a total of 370,973 shares worth around $18,547,00...
Comprehensive Financial Consultants Institutional Inc. increased its holdings in First Trust Growth Strength ETF (NASDAQ: FTGS) by 65.8% during the third quarter, adding 30,859 shares to reach a total...
During the third quarter, Comprehensive Financial Consultants Institutional Inc decreased its holdings of Pacer US Cash Cows 100 ETF (BATS:COWZ) by selling 16,640 shares, reducing their position to 27...