investment
2600 articles • Page 43 of 52
CliftonLarsonAllen Wealth Advisors LLC increased its holdings in VanEck Long Muni ETF (symbol: MLN) by purchasing an additional 84,495 shares during the third quarter. The firm's total stake now stand...
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings of the iShares Russell 1000 Value ETF (NYSEARCA:IWD) by selling 2,952 shares in the third quarter. Their new total ownership stands at 55,00...
Cherrydale Wealth Management LLC increased its holdings of Invesco QQQ (NASDAQ: QQQ) by purchasing an additional 1,080 shares during the third quarter, resulting in a total ownership of 13,936 shares....
Sound Income Strategies LLC increased its holdings of Tesla, Inc. shares in the third quarter by purchasing an additional 1,888 shares, amounting to a total of 21,338 shares....
In Q3 2023, KMG Fiduciary Partners LLC increased its ownership in Eli Lilly & Co (NYSE: LLY) by acquiring an additional 1,659 shares. The total holdings now stand at 31,661 shares....
Foster Victor Wealth Advisors LLC increased its stock holdings in Chevron Corporation (CVX) by 8.9% during the third quarter, purchasing an additional 6,576 shares to total ownership of 80,492 shares....
SK Wealth Management LLC increased its shareholdings in iShares Core S&P 500 ETF (symbol: IVV) by purchasing an additional 1,903 shares during the third quarter. This增持使得其持有的股票总数达到9,648股，从而使IVV成为该公司第十...
During the third quarter, Legacy Wealth Management Inc increased its holdings in iShares Core S&P 500 ETF (IVV) by 1.4%. The total ownership now stands at 537,532 shares post acquisition of an additio...
Spinnaker Investment Group LLC acquired a new position in shares of the iShares Core S&P 500 ETF (NYSEARCA: IVV) during the third quarter, as reported by their latest Form 13F filing with the SEC. The...
Clarius Group LLC decreased its holdings in Walmart Inc. by selling 13,498 shares in the third quarter, reducing its total stake to 30,589 shares as per a recent SEC filing....
In the third quarter, Red Door Wealth Management LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by 45.2% through an additional purchase of 3,819 shares, bringing the total to 12,277 shar...
CCLA Investment Management has increased its holdings in Danaher Corporation by 41.3% in the third quarter, according to their latest filing with the SEC. The firm now holds 725,976 shares of the cong...
Perpetual Ltd purchased shares of Pegasystems Inc., adding 9,078 new stocks valued at about $522,000 during the third quarter as detailed in their latest SEC filing....
Perpetual Ltd increased its stake in Advanced Micro Devices Inc. by 294.3% during the third quarter, as reported in its latest 13F filing with the SEC. The institutional investor purchased an addition...
In the third quarter, Hixon Zuercher LLC increased its holdings in Goldman Sachs ActiveBeta US Large Cap Equity ETF (Ticker: GSLC) by 8.8%, reaching a total of 92,543 shares after purchasing additiona...
Signal Advisors Wealth LLC reduced its shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY) by 73.5% during the third quarter, according to their latest filing with the SEC....
Signal Advisors Wealth LLC reduced its holdings of ARM Holdings PLC Sponsored ADR by selling 4,766 shares, leaving the fund with a remaining stake of 3,900 shares as of the third quarter....
Capital Insight Partners LLC reduced its holding in iShares National Muni Bond ETF (MUB) by 42.9% during the third quarter, according to a recent SEC filing....
During the third quarter, Exchange Traded Concepts LLC increased its holdings of Deere & Company by 118.5%, adding 32,937 shares to arrive at a total holding of 60,731 shares....
Exchange Traded Concepts LLC increased its stake in Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter by acquiring an additional 189,910 shares, bringing its total holdings to 514...
Sound Income Strategies LLC significantly increased its holding in Schwab US Dividend Equity ETF (SCHD) during the third quarter, increasing by 432.1% to a total of 33,089 shares due to an addition of...
NatWest Group plc increased its stake in NVIDIA Corporation by 45.6% in the third quarter as per their latest SEC filing. The holding now includes 167,458 shares of NVIDIA stock....
Foster Victor Wealth Advisors LLC increased its stake in Walmart Inc. by 6.5% during the third quarter through an additional purchase of 8,684 shares, bringing their total holdings to 142,630 shares....
Thomasville National Bank has acquired a new stake of 8,555 shares worth approximately $485,000 in Delta Air Lines during the third quarter as per its latest filing with the SEC....
In the third quarter, Sound Income Strategies LLC acquired 47,918 shares of Archer Daniels Midland Company (NYSE: ADM), totaling approximately $2.938 million, according to the company's latest filing ...
Red Door Wealth Management LLC reduced its stake in Marsh & McLennan Companies Inc. by 80.3% during the third quarter. After selling 4,543 shares, Red Door now holds 1,113 shares valued at approximate...
Sound Income Strategies LLC reduced its Walmart Inc. (NASDAQ: WMT) shareholding by 15.9% in the third quarter, selling 4,620 shares and now owning 24,388 shares....
Sarasin & Partners LLP reduced its holdings in Costco Wholesale Corporation by selling 3,382 shares in the third quarter, resulting in ownership of 234,455 shares. This sale represents a decrease of 1...
During the third quarter, RDA Financial Network reduced its holdings of NVIDIA Corporation (NASDAQ:NVDA) by 3.8%, selling off 3,511 shares and retaining a total of 89,339 shares valued at approximatel...
Sound Income Strategies LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 2,646 shares during the third quarter. The investment firm now owns a total of 11,725 s...
Trust Point Inc. has recently increased its investment in The Bank of New York Mellon Corporation (BK) by purchasing 5,085 shares valued at about $554,000 during the third quarter as disclosed in thei...
In the third quarter, Cherrydale Wealth Management LLC increased its holdings in Dimensional World ex US Core Equity 2 ETF (NYSEARCA: DFAX) by acquiring an additional 27,631 shares to reach a total of...
The Texas Permanent School Fund Corp decreased its shareholding in Occidental Petroleum Corporation by 31.4% during the second quarter of this year, as disclosed in a recent 13F filing with the SEC....
The Texas Permanent School Fund Corporation decreased its shareholding in Frontdoor Inc., reducing the position by 33.2% through a sale of 16,537 shares during the second quarter....
Osaic Holdings Inc increased its stock position in Agilent Technologies (NYSE:A) by purchasing an additional 17,817 shares, bringing the total holdings to 68,053 shares or a 35.5% increase from the pr...
Orion Portfolio Solutions LLC increased its investment in Wabtec by 68.3% during the second quarter of 2023, purchasing an additional 2,927 shares to hold a total of 7,213 shares valued at $1.51 milli...
Trust Point Inc has increased its stake in Badger Meter by acquiring 3,575 shares valued at approximately $638,000 during the third quarter. This information is based on a Form 13F filing with the SEC...
Trust Point Inc. decreased its holdings of Eli Lilly and Company (NYSE:LLY) by 23.5% in the third quarter, selling 818 shares to retain ownership of 2,658 shares....
Perpetual Ltd has bought 6,131 shares worth approximately $503,000 in Corning Inc during the third quarter. This follows a trend with other institutional investors and hedge funds buying into the elec...
During the third quarter, Perpetual Ltd decreased its holdings in The Progressive Corporation by 99.5%, selling off 339,465 shares and retaining only 1,565 shares....
CCM Investment Advisers LLC has acquired 49,757 shares of Oracle Corporation stock during the third quarter, with a total value of approximately $13.994 million....
In the third quarter, Perpetual Ltd purchased 4,977 shares of Sandisk Corporation worth approximately $558,000. This new position is reported in filings with the SEC....
During the third quarter, Perpetual Ltd increased its holdings in Visa Inc. (NYSE:V) by acquiring an additional 1,729 shares, marking a 78.3% increase from previous levels. The fund now holds 3,937 sh...
During the third quarter, Focus Financial Network Inc. purchased 38,139 shares of VanEck Emerging Markets High Yield Bond ETF (HYEM) for a total value of approximately $765,000, as disclosed in their ...
During the third quarter, Perpetual Ltd increased its shareholding in Eli Lilly and Company by 82.4%, purchasing an additional 1,236 shares, bringing their total holdings to 2,736 shares....
Perpetual Ltd has acquired a new position of 30,451 shares in Devon Energy Corp during the third quarter, valued at approximately $1,068,000....
Matauro LLC acquired 6,398 shares of Oracle Corporation stock valued at approximately $1,799,000 during the third quarter of the year. This purchase is detailed in its latest Form 13F filing with the ...
Evanson Asset Management LLC invested $1.626 million in Block, Inc. by purchasing 22,500 shares during the third quarter, as reported to the SEC....
Evanson Asset Management LLC increased its investment in the Dimensional International Value ETF (DFIV) by 4.0% during Q3, as stated in a recent SEC filing. The firm now holds 1,356,519 shares after b...
Focus Financial Network Inc. purchased 7,370 shares of iShares Micro-Cap ETF during the third quarter, spending approximately $1 million as per their latest filing with the SEC....