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Cantor Fitzgerald Investment Advisors L.P. Reduces Holdings in Invesco QQQ $QQQ
Cantor Fitzgerald Investment Advisors L.P. reduced its holding in Invesco QQQ ETF by 2.6% during the third quarter, selling 2,108 shares and leaving it with a total of 78,589 shares....
Osaic Holdings Inc. Has $1.38 Million Holdings in Victory Capital Holdings, Inc. $VCTR
Osaic Holdings Inc. increased its investment in Victory Capital Holdings Inc. by purchasing an additional 10,212 shares during the second quarter, raising their total stake to 22,661 shares valued at ...
Delta Investment Management LLC Buys New Stake in Vanguard 0-3 Month Treasury Bill ETF $VBIL
Delta Investment Management LLC has purchased a new stake of 207,219 shares in the Vanguard 0-3 Month Treasury Bill ETF (VBIL), valued at around $15.6 million, during the third quarter of this year as...
Indian Investors Fuel Bangladesh Textile Mills With Factory Ownership And Supply of Essential Materials: Former Diplomat
Former diplomat Anil Trigunayat has criticized protests and ultimatums issued by Bangladeshi group Inqilab Moncho against Indian investors in the textile industry. The criticism comes as part of discu...
Permanent Capital Management LP Buys Shares of 26,361 News Corporation $NWSA
Permanent Capital Management LP acquired a new stake in News Corporation during the third quarter, purchasing 26,361 shares worth approximately $812,000. The filing was made with the Securities and Ex...
Permanent Capital Management LP Purchases Shares of 12,395 Alaska Air Group, Inc. $ALK
Permanent Capital Management LP acquired a new position in shares of Alaska Air Group Inc., purchasing 12,395 shares during the third quarter. The stock acquisition was valued at approximately $617,00...
Ellsworth Advisors LLC Makes New $1.17 Million Investment in Invesco QQQ $QQQ
Ellsworth Advisors LLC increased its holdings in the exchange-traded fund Invesco QQQ by purchasing 1,936 shares valued at approximately $1,166,000 during the third quarter of the year....
Carnegie Investment Counsel Grows Position in Stryker Corporation $SYK
Carnegie Investment Counsel increased its investment in Stryker Corporation during the third quarter by purchasing an additional 3,752 shares, growing its total holdings to 210,726 shares as per its r...
Brookstone Capital Management Acquires 16,042 Shares of Amgen Inc. $AMGN
Brookstone Capital Management increased its shareholding in Amgen Inc. by 16,042 shares during the third quarter of 2023, raising its total holdings to 71,311 shares as part of its investment strategy...
SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN Shares Bought by Curbstone Financial Management Corp
Curbstone Financial Management Corp increased its holdings in SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) by purchasing an additional 83,830 shares during the third quarter. This purchase...
Founders Financial Securities LLC Has $20.29 Million Stock Holdings in Invesco QQQ $QQQ
Founders Financial Securities LLC increased its holdings in Invesco QQQ (NASDAQ: QQQ) by 12.7% during the third quarter, adding another 3,810 shares to bring its total to 33,802 shares as per Form 13F...
Squarepoint Ops LLC Increases Stake in ProPetro Holding Corp. $PUMP
Squarepoint Ops LLC increased its holdings in ProPetro Holding Corp. by 127.3% during the second quarter of the year, as disclosed in a Form 13F filing with the SEC. This increase involved acquiring a...
Shopify Inc. $SHOP Shares Acquired by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans raised its investment in Shopify Inc. by acquiring an additional 7,632 shares during the second quarter, bringing their total stake to 20,988 shares of the company's s...
Douglas Lane & Associates LLC Has $59.90 Million Holdings in Salesforce Inc. $CRM
In the third quarter of 2023, Douglas Lane & Associates LLC increased its holdings in Salesforce Inc., adding an additional 51,139 shares bringing the total ownership to 252,728 shares valued at appro...
Osaic Holdings Inc. Increases Stock Position in Genuine Parts Company $GPC
Osaic Holdings Inc. increased its stake in Genuine Parts Company by 29.9% in the second quarter through an additional acquisition of 18,363 shares. The firm's ownership now totals 79,838 shares, repre...
Chapin Davis Inc. Has $369,000 Stock Position in Philip Morris International Inc. $PM
Chapin Davis Inc reduced its shareholding in Philip Morris International Inc. by 93.6% during the third quarter, down to 2,277 shares after selling 33,170 shares, according to their latest SEC filing....
Contravisory Investment Management Inc. Makes New $962,000 Investment in Gen Digital Inc. $GEN
Contravisory Investment Management Inc. has purchased 33,881 shares of Gen Digital Inc., valued at approximately $962,000, marking a new investment position during the third quarter as reported to the...
Railway Pension Investments Ltd Has $177.90 Million Stock Holdings in NextEra Energy, Inc. $NEE
During the third quarter, Railway Pension Investments Ltd increased its stock holdings in NextEra Energy, Inc. (NYSE:NEE) by purchasing an additional 1.1 million shares, raising its total holdings to ...
GRIMES & Co WEALTH MANAGEMENT LLC Acquires 137,493 Shares of Invesco S&P 500 Equal Weight ETF $RSP
GRIMES & Co Wealth Management LLC increased its holdings in Invesco S&P 500 Equal Weight ETF (RSP) by 137,493 shares during the third quarter. This marks a 107% increase, bringing their total ownershi...
GRIMES & Co WEALTH MANAGEMENT LLC Decreases Holdings in Mastercard Incorporated $MA
GRIMES & Co WEALTH MANAGEMENT LLC decreased its holdings in Mastercard Incorporated by 19.4% during the third quarter, selling 2,301 shares and retaining a total of 9,588 shares as per their latest fi...
Best Healthcare Stocks To Follow Today – January 12th
According to MarketBeat's stock screener tool, today’s top healthcare stocks to watch include UnitedHealth Group, Tempus AI, Johnson & Johnson, Hims & Hers Health, and Intuitive Surgical. These compan...
VanEck Junior Gold Miners ETF $GDXJ Stock Position Raised by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC significantly increased its holdings in VanEck Junior Gold Miners ETF (GDXJ) by 291.8% in the third quarter, adding an additional 22,795 shares to reach a total of 30,60...
GRIMES & Co WEALTH MANAGEMENT LLC Purchases 10,635 Shares of Abbott Laboratories $ABT
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Abbott Laboratories (ABT) in Q3 by purchasing an additional 10,635 shares, bringing the total to 70,424 shares....
Elemental Capital Partners LLC Takes $13.51 Million Position in Marvell Technology, Inc. $MRVL
Elemental Capital Partners LLC acquired 160,732 shares of Marvell Technology Inc., worth approximately $13.51 million during the third quarter as per their most recent filing with the SEC....
Elemental Capital Partners LLC Invests $101.72 Million in Bloom Energy Corporation $BE
Elemental Capital Partners LLC has purchased 1,202,792 shares of Bloom Energy Corporation during the third quarter, according to their SEC filing, with a total investment of approximately $101.72 mill...
Sumitomo Mitsui DS Asset Management Company Ltd Acquires 7,212 Shares of Entergy Corporation $ETR
Sumitomo Mitsui DS Asset Management increased its holdings in Entergy Corporation by purchasing additional 7,212 shares during the third quarter, raising its total ownership to 59,279 shares. This inf...
Trilogy Capital Inc. Increases Position in iShares 1-3 Year Treasury Bond ETF $SHY
During the third quarter, Trilogy Capital Inc. significantly increased its holdings in the iShares 1-3 Year Treasury Bond ETF (SHY) by purchasing an additional 15,158 shares, resulting in a total of 1...
Walmart Inc. $WMT Shares Bought by Reliant Investment Management LLC
Reliant Investment Management LLC significantly increased its holdings in Walmart Inc., up by 612.9% in the third quarter after adding 50,195 new shares. This increase raises their total ownership to ...
Trilogy Capital Inc. Buys Shares of 19,008 First Trust Water ETF $FIW
In the third quarter, Trilogy Capital Inc. purchased new shares in the First Trust Water ETF (FIW), increasing their holdings by 19,008 shares worth approximately $2.136 million....
Oregon Public Employees Retirement Fund Takes Position in TechnipFMC plc $FTI
The Oregon Public Employees Retirement Fund acquired 82,763 shares of TechnipFMC plc during the third quarter, with a valuation of approximately $3,265,000. This action is part of broader investment a...
SG Americas Securities LLC Grows Stake in Watsco, Inc. $WSO
SG Americas Securities LLC has substantially increased its stake in Watsco, Inc., raising holdings by 357.3% during the third quarter through an additional purchase of 8,250 shares, now owning a total...
Promising Water Stocks To Keep An Eye On – January 11th
MarketBeat's stock screener identifies seven water-related stocks recommended for investors' attention: CocaCola, NuScale Power, IDEXX Laboratories, RPM International, Ecolab, Pentair, and Waters. The...
Hardman Johnston Global Advisors LLC Has $1.93 Million Stock Position in SLB Limited $SLB
Hardman Johnston Global Advisors LLC reduced its holdings in SLB Limited by 38.6% during the third quarter, based on SEC filings. The firm currently owns 56,023 shares of SLB after selling 35,265 shar...
Shum Financial Group Inc. Takes Position in NVIDIA Corporation $NVDA
Shum Financial Group Inc. has acquired a new stake in NVIDIA Corporation (NASDAQ: NVDA) during the third quarter. The investment consists of 18,881 shares with an estimated value of $3,523,000 and con...
Top Cryptocurrency Stocks To Follow Today – January 10th
Today, investors should pay attention to Bitfarms, Galaxy Digital, and HIVE Digital Technologies as highlighted by MarketBeat's stock screener for cryptocurrency stocks. These companies are involved i...
Chokshi & Queen Wealth Advisors Inc Boosts Holdings in iShares Core S&P 500 ETF $IVV
During the third quarter, Chokshi & Queen Wealth Advisors Inc increased its holdings of iShares Core S&P 500 ETF by purchasing an additional 1,291 shares, bringing their total to 66,371 shares. This r...
Crown Wealth Group LLC Has $2.01 Million Stock Position in Alphabet Inc. $GOOG
Crown Wealth Group LLC increased its investment in Alphabet Inc., the parent company of Google, by 33% during the third quarter. The fund now owns 8,238 shares representing a value of around $2.01 mil...
Dock Street Asset Management Inc. Buys New Stake in Spotify Technology $SPOT
Dock Street Asset Management Inc., an institutional investor, acquired 31,975 shares of Spotify Technology's stock in the third quarter, which is now worth about $22.3 million and represents around 1....
Benjamin Edwards Inc. Increases Holdings in Kinder Morgan, Inc. $KMI
Benjamin Edwards Inc increased its holdings in Kinder Morgan by 16.2% during the third quarter of 2023, as reported in a Form 13F filing with the SEC. The firm now owns 408,421 shares after purchasing...
Commonwealth Equity Services LLC Has $26.28 Million Holdings in Columbia EM Core ex-China ETF $XCEM
Commonwealth Equity Services LLC increased its holdings in Columbia EM Core ex-China ETF (XCEM) by 26.6% during the third quarter, adding 151,878 shares to a total of 723,252 shares....
Mechanics Bank Trust Department Raises Stock Position in iShares Russell Mid-Cap Growth ETF $IWP
During the third quarter, Mechanics Bank Trust Department increased its holdings of iShares Russell Mid-Cap Growth ETF (IWP) by acquiring an additional 13,692 shares, bringing their total ownership to...
Mechanics Bank Trust Department Has $11.35 Million Holdings in Vanguard Small-Cap Growth ETF $VBK
Mechanics Bank Trust Department increased its holdings in the Vanguard Small-Cap Growth ETF (NYSEARCA: VBK) by 22.2% during the third quarter, adding an additional 6,939 shares to its total of 38,129 ...
Gateway Investment Advisers LLC Boosts Position in The Progressive Corporation $PGR
Gateway Investment Advisers LLC increased its holdings in The Progressive Corporation by 91.7% during the third quarter of 2023, according to a recent SEC filing. This involves the acquisition of an a...
Blackrock Investment Quality Municipal Trust (NYSE:BKN) to Issue Monthly Dividend of $0.06
Blackrock Investment Quality Municipal Trust has declared a monthly dividend of $0.057 per share for stockholders on record as of January 20th, payable February 2nd. This equates to an annualized divi...
Railway Pension Investments Ltd Boosts Stake in Gen Digital Inc. $GEN
Railway Pension Investments Ltd increased its stake in Gen Digital Inc by purchasing an additional 23,000 shares during the third quarter, bringing its total holdings to 665,100 shares. This represent...
Miracle Mile Advisors LLC Sells 3,961 Shares of Adobe Inc. $ADBE
Miracle Mile Advisors LLC reduced its holdings in Adobe Inc. by 56.7% during the third quarter, selling 3,961 shares and retaining ownership of 3,021 shares as per SEC filings....
Generali Asset Management SPA SGR Takes $2.28 Million Position in PulteGroup, Inc. $PHM
Generali Asset Management SPA SGR has acquired a new position in construction company PulteGroup Inc., purchasing 17,253 shares valued at approximately $2,280,000 in the third quarter of the year. The...
Kraft Heinz Company $KHC Shares Bought by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR has significantly increased its stake in Kraft Heinz Company (KHC) by acquiring an additional 53,467 shares during the third quarter, thus raising its total holdings ...
Asset Management One Co. Ltd. Has $49.43 Million Stake in Southern Company (The) $SO
During the third quarter, Asset Management One Co. Ltd., increased its holdings of Southern Company (The) shares by 1.3%, acquiring an additional 6,462 shares, bringing their total to 521,522 shares w...
Permanent Capital Management LP Acquires New Position in Meta Platforms, Inc. $META
Permanent Capital Management LP has increased its holdings in Meta Platforms (META). During the third quarter, the institution purchased 2,229 shares worth approximately $1.637 million as per the late...
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