investment
2600 articles • Page 40 of 52
Canoe Financial LP acquired 45,000 shares of Diageo plc (NYSE: DEO) during the third quarter, valuing its new stake at approximately $4.29 million. This investment comes alongside other institutional ...
During the third quarter, Canoe Financial LP increased its holdings in Bank of N.T. Butterfield & Son Limited by purchasing an additional 17,483 shares, resulting in a total ownership stake of 67,758 ...
Canoe Financial LP increased its holdings in Cigna Group by purchasing an additional 1,884 shares during the third quarter, raising its stake to 5,433 shares as per a recent filing with the SEC....
Cwm LLC increased its stock position in the Invesco S&P 500 Momentum ETF (SPMO) by buying an additional 164,530 shares in the third quarter. The company now holds a total of 2,622,555 shares....
Cwm LLC increased its holdings of the SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 3.2% during the third quarter, acquiring an additional 452,210 shares to reach a total of 14,633,828 s...
Cwm LLC expanded its investment in Invesco QQQ by acquiring an additional 7,156 shares in the third quarter, increasing its total holdings to 532,105 shares....
Cwm LLC increased its ownership in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by purchasing an additional 11,546 shares during the third quarter. The firm now holds a total of 911,115 shares....
Cwm LLC has increased its holdings in Fidelity Total Bond ETF (FBND) by 21.2% in the third quarter through the acquisition of an additional 458,305 shares, bringing its total ownership to 2,617,055 sh...
Cwm LLC increased its holdings in Putnam Focused Large Cap Value ETF by 17.4% during the third quarter, acquiring an additional 453,406 shares, bringing its total ownership to 3,054,488 shares....
Cwm LLC increased its holdings in SPDR SSgA Ultra Short Term Bond ETF (NYSEARCA:ULST) by 13.9% during the third quarter, purchasing an additional 434,344 shares to own a total of 3,562,010 shares....
During the third quarter, Cwm LLC significantly boosted its investment in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS), adding an additional 275,464 shares to their holdings. As a result, they...
Cwm LLC increased its holdings of SPDR Portfolio Europe ETF (NYSEARCA:SPEU) during the third quarter by buying an additional 168,266 shares. This brought their total to 2,215,382 shares....
In the third quarter, Cwm LLC increased its holdings of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by acquiring an additional 51,394 shares, bringing its total position to 1,739,131 shares....
During the 3rd quarter, Cwm LLC reduced its holdings of Schwab US Dividend Equity ETF by selling 221,368 shares, resulting in a new total of 5,393,495 shares. This represents a decrease of 3.9% from p...
In the third quarter, Cwm LLC increased its holdings of SPDR Gold Shares by 7.0%, acquiring an extra 24,405 shares to reach a total of 371,613 shares worth approximately $132 million....
Brookstone Capital Management decreased its holdings of the iShares Core S&P 500 ETF by selling 723 shares, reducing its total stake to 169,462 shares valued at $113.42 million as of the latest filing...
Mercedes-Benz has acquired a 3% stake valued at US$191 million in Chongqing Qianli Technology, an autonomous driving systems developer in China. This deal was initiated three months ago by Mercedes-Be...
Baker Tilly Wealth Management LLC increased its holdings in NVIDIA Corporation by purchasing an additional 3,037 shares in the third quarter. This acquisition raised their total shareholding to 65,446...
Brookstone Capital Management increased its holdings of AbbVie Inc stock by 25.9% in the third quarter of 2023, adding an additional 20,100 shares to its portfolio. The firm's total stake now stands a...
Cornercap Investment Counsel Inc. increased its holdings in Honeywell International Inc. (NASDAQ:HON) shares during the 3rd quarter, purchasing an additional 7,083 shares to own a total of 10,498 shar...
Farther Finance Advisors LLC increased its stock holdings in Automatic Data Processing Inc. by 17.5% during the third quarter of the fiscal year. The firm acquired an additional 2,075 shares to its ex...
Farther Finance Advisors LLC increased its holdings in Waste Management Inc. by 98.3% during the third quarter, with ownership now at 17,342 shares after an additional purchase of 8,596 shares....
Exchange Traded Concepts LLC increased its holdings of Charter Communications Inc. shares by 704% during the third quarter, according to a recent SEC filing. The company now owns 15,317 shares after a...
Centerline Wealth Advisors LLC increased its holdings of Fidelity Total Bond ETF (NYSEARCA:FBND) by 8.1% in the third quarter, adding 35,123 shares to reach a total of 466,111 shares....
During the third quarter, Brookstone Capital Management increased its holdings in American Express Company by purchasing an additional 3,471 shares, bringing the total to 57,829 shares....
Brookstone Capital Management increased its holding in Applied Materials Inc (NASDAQ:AMAT) by 11.5% during the third quarter of the year, adding 8,889 shares to its existing holdings, according to a r...
Brookstone Capital Management has increased its stake in Palo Alto Networks Inc. by purchasing an additional 10,649 shares during the third quarter, bringing their total holdings to 81,775 shares....
Cambridge Advisors Inc. increased its holdings of JPMorgan Equity Premium Income ETF (JEPI) by 8.8% in the third quarter, according to recent SEC filings. The firm now holds 187,501 shares after purch...
Brookstone Capital Management increased its holdings in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 4,859 shares in the third quarter, bringing their total to 123,759 shares worth $75.7...
In the third quarter, Brookstone Capital Management decreased its holdings of SPDR Portfolio S&P 500 ETF by selling 50,944 shares. The firm's current stake stands at 628,701 shares....
Cypress Wealth Services LLC reduced its investment in the iShares Core S&P 500 ETF (ticker: IVV) by selling 979 shares, amounting to a 2.3% reduction in its position during Q3. It now holds 42,136 sha...
Global X Japan Co. Ltd. increased its stake in AbbVie Inc.'s stock (NYSE: ABBV) by 587.7% during the third quarter of 2023, adding 21,932 shares to reach a total of 25,664 shares. This new position co...
Founders Financial Securities LLC increased its holdings of Vertex Pharmaceuticals Incorporated's stock (NASDAQ: VRTX) by 154.7% in the third quarter, acquiring an additional 1,787 shares, resulting i...
Curbstone Financial Management Corp has added 5,906 shares of Bloom Energy Corporation (BE) to its portfolio during the third quarter, with an estimated value of around $499,000....
Curbstone Financial Management Corp acquired 6,760 new shares of Corning Incorporated (GLW) during the third quarter, valued at around $555,000. The purchase was documented in a recent filing with the...
Centerline Wealth Advisors LLC purchased 55,159 shares of iShares MSCI EAFE Value ETF (BATS: EFV) during the third quarter at a total value of approximately $3.74 million....
Curbstone Financial Management Corp increased its holdings in the Vanguard FTSE All-World ex-US ETF by 56.9% in Q3, as reported to the SEC through a Form 13F filing. The firm now owns 19,778 shares af...
Brighton Jones LLC increased its ownership in Meta Platforms, Inc. (META) by acquiring an additional 1,153 shares during the third quarter, as per SEC filings. The firm now holds a total of 39,940 MET...
Centerline Wealth Advisors LLC has acquired a new stake in the iShares MSCI EAFE Growth ETF (EFG) during the third quarter with an investment of approximately $3,619,000 for 31,783 shares....
Exchange Traded Concepts LLC increased its holdings in Morgan Stanley by 97.4% during the third quarter, adding 11,311 shares to reach a total of 22,927 shares....
During the 3rd quarter, Farther Finance Advisors LLC boosted its holdings of The Goldman Sachs Group Inc. (NYSE:GS) by acquiring an additional 1,665 shares, resulting in a new total of 4,239 shares. T...
Farther Finance Advisors LLC increased its holdings in Boeing (NYSE:BA) by 47.7% in the third quarter of the year. The firm's total stockholdings now include 18,477 shares after purchasing an addition...
Farther Finance Advisors LLC has increased its holdings of Thermo Fisher Scientific Inc.'s stock by 17.5% during the third quarter, adding an additional 1,144 shares, making their total shareholdings ...
Farther Finance Advisors LLC increased its holdings in Lockheed Martin Corporation by 29.2% in the third quarter, adding 2,270 shares to reach a total of 10,036 shares....
The WisdomTree Dynamic International Equity Fund (BATS:DDWM) achieved a new one-year high on Tuesday with its share price reaching $43.1399 and closing at $43.4650, trading over 119,361 shares....
Shares of Antofagasta plc (LON: ANTO) hit a new peak within the last year's trading range on Tuesday. The stock peaked at GBX 3,186 and closed at GBX 3,168 with approximately 1 million shares traded. ...
Brookstone Capital Management increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 10.3% during the third quarter, adding 10,053 shares to its existing portfolio....
Centerline Wealth Advisors LLC reduced its holding of Fidelity Blue Chip Growth ETF (BATS:FBCG) by 10.5% in the third quarter, selling off 48,339 shares and retaining 411,352 shares....
Centerline Wealth Advisors LLC reduced its holdings of iShares U.S. Technology ETF (IYW) by 11% during the third quarter, per SEC filings. It now owns 43,379 shares after selling 5,385 shares....
Centerline Wealth Advisors LLC increased its holdings in the iShares 20+ Year Treasury Bond ETF by purchasing an additional 6,814 shares during the third quarter. The total ownership amount stands at ...