investment
2600 articles • Page 46 of 52
The Pension Protection Fund increased its shareholding in AT&T Inc. by 81.6% during the third quarter as per its latest filing with the SEC....
The Pension Protection Fund has acquired 71,000 shares of Ford Motor Company stock worth approximately $849,000 during the third quarter of the year. This information is based on a recent filing with ...
The Pension Protection Fund increased its holdings in United Airlines Holdings Inc by 43.3% in the third quarter of the year. The fund now owns 17,200 shares of UAL after purchasing an additional 5,20...
Breakthru Advisory Services LLC increased its holdings in Tortoise Power and Energy Infrastructure Fund Inc., adding 375,510 shares during the third quarter. The stake is valued at about $7,889,000....
The Pension Protection Fund has acquired 25,000 shares of Devon Energy Corporation stock worth approximately $876,000 in the third quarter, according to a recent filing with the Securities and Exchang...
Breakthru Advisory Services LLC has made a new investment of approximately $3,785,000 in the iShares Russell 2000 ETF (NYSEARCA:IWM). The company bought 15,642 shares during the third quarter....
According to MarketBeat's stock screener tool, today's key large cap stocks are Tesla, Invesco QQQ, NVIDIA, Broadcom, Alphabet, Palantir Technologies, and Oracle. Large caps generally refer to well-es...
Financial Advisory Corp decreased its holdings of iShares Core S&P 500 ETF from 188,440 to 187,111 shares in the third quarter through a sale of 1,329 shares....
Firethorn Wealth Partners LLC reduced its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by selling 3,850 shares in the third quarter. This sale resulted in ownership of 10,436 shares....
First County Bank CT reduced its stake in AT&T by 56.4% in the third quarter, selling 27,449 shares and holding 21,255 shares post-sale....
Dynamic Advisor Solutions LLC decreased its holdings of Schwab U.S. Mid-Cap ETF (SCHM) by 2.8% during the third quarter, selling 27,331 shares and holding a total of 932,529 shares....
Eclectic Associates Inc. ADV has increased its holdings of Vanguard Tax-Exempt Bond ETF (VTEB) by 89.5% during the third quarter, reporting ownership of 50,860 shares after acquiring an additional 24,...
Fiduciary Alliance LLC reduced its holding in the iShares 0-3 Month Treasury Bond ETF (NYSEARCA: SGOV) by selling 9,515 shares during the third quarter. This represents a reduction of 37.5% to a curre...
The Czech National Bank increased its holdings of Coinbase Global Inc.'s shares by 11% during the third quarter, purchasing an additional 5,707 shares to reach a total ownership of 57,439 shares....
Bluestem Financial Advisors LLC increased its holdings in the iShares Core S&P 500 ETF by 1.7% during the third quarter, adding an additional 1,383 shares to bring its total ownership to 80,842 shares...
The Czech National Bank increased its investment in Monster Beverage Corporation by 5.5% during the third quarter. It now holds 181,034 shares after purchasing an additional 9,370 shares....
Contravisory Investment Management Inc. has greatly increased its holdings in Howmet Aerospace Inc., with a 386.2% increase in the third quarter according to their latest SEC filing. The firm now hold...
Embree Financial Group has decreased its holding of Invesco QQQ shares by 2.8% in the third quarter, selling a total of 3,269 shares and reducing their position to 114,767 shares....
Dynamic Advisor Solutions LLC reduced its holdings in JPMorgan Ultra-Short Income ETF (JPST) by selling 13,604 shares during the third quarter. Following this sale, Dynamic Advisor now owns 570,817 sh...
In the second quarter, Corient Private Wealth LLC increased its stake in VICI Properties Inc by 5.3%, adding an additional 18,550 shares to reach a total of 368,533 shares....
Dynamic Advisor Solutions LLC Has $65.53 Million Holdings in Dimensional Core Fixed Income ETF $DFCF
Dynamic Advisor Solutions LLC increased its holdings in the Dimensional Core Fixed Income ETF (DFCF) by 2.8% in Q3, after acquiring an additional 41,305 shares, making a total of 1,532,461 shares owne...
Eclectic Associates Inc. ADV reduced its shareholding in First Trust US Equity Opportunities ETF (NYSEARCA: FPX) by 31.8% during the third quarter, a result of selling 3,488 shares, leaving it with 7,...
Eclectic Associates Inc. ADV increased its holdings in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF) by 32.3% in the third quarter through an additional purchase of 32,212 shares, resu...
Fermata Advisors LLC increased its holdings in iShares MBS ETF (NASDAQ: MBB) by 43.4% during the third quarter, adding an additional 11,991 shares to reach a total of 39,602 shares....
Fermata Advisors LLC increased its holdings in MFS Active Core Plus Bond ETF (NYSEARCA:MFSB) by 36.7% during the third quarter, adding to an existing position of 487,260 shares as reported in a recent...
Chapin Davis Inc. has acquired a new position of 93,099 shares in the BlackRock Technology and Private Equity Term Trust during the third quarter with an estimated value of $624,000....
Dimensional International Small Cap ETF $DFIS is Eclectic Associates Inc. ADV’s 9th Largest Position
Eclectic Associates Inc. ADV increased its holdings of Dimensional International Small Cap ETF (BATS: DFIS) in the third quarter by 19.8%, adding an additional 73,588 shares to bring total ownership t...
In the third quarter, Chapin Davis Inc. reduced its holdings in LMP Capital and Income Fund Inc by 45.7%, selling 47,484 shares and retaining 56,387 shares....
Cypress Financial Planning LLC reported an increase of 3.4% in its holdings of the Vanguard Real Estate ETF (VNQ) during the third quarter, adding 8,421 shares to reach a total of 259,011 shares....
Eclectic Associates Inc. ADV has increased its holdings in the Pimco Total Return ETF (NYSEARCA:BOND) by 87.6% in the third quarter as reported through a 13F filing with the SEC, rising to ownership o...
Eclectic Associates Inc. ADV increased its stake in Vanguard Dividend Appreciation ETF (VIG) by purchasing an additional 7,119 shares during the third quarter, raising its total holdings to 189,616 sh...
Eastover Investment Advisors LLC reduced its investment in Broadcom Inc by 17.6% during the third quarter, selling 9,845 shares, leaving it with a total of 45,945 shares valued at approximately $15.16...
Cypress Financial Planning LLC increased its holdings in the Vanguard Short-Term Corporate Bond ETF (NASDAQ: VCSH) by purchasing an additional 22,412 shares in the third quarter. This boosted their to...
Fermata Advisors LLC increased its investment in iShares TIPS Bond ETF (TIP) during the third quarter by 16%, adding an additional 6,514 shares to reach a total of 47,115 shares, according to recent S...
Cypress Financial Planning LLC increased its holdings of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by purchasing an additional 15,217 shares during the third quarter, bringing their total o...
Channel Wealth LLC decreased its stock holdings of Broadcom Inc. by 18.5% during the third quarter after selling 2,236 shares. The firm now owns 9,871 shares valued at approximately $3.26 million....
FCG Investment Co increased its holdings in AppLovin Corporation by 78.8% in the third quarter, adding 1,713 shares to bring their total stake to 3,886 shares, as detailed in their latest SEC filing....
The Czech National Bank increased its shareholding in Costco Wholesale Corporation by purchasing an additional 4,183 shares during the third quarter, raising its total holdings to 112,634 shares. The ...
During the third quarter, Chapin Davis Inc increased its stock position in United Airlines Holdings Inc (NASDAQ:UAL) by purchasing an additional 41,031 shares, resulting in total ownership of 47,431 s...
Chapin Davis Inc. has increased its holdings in United Rentals Inc. by purchasing 4,816 shares valued at approximately $4.598 million during the third quarter as per SEC filings....
Chapin Davis Inc increased its stake in General Electric Company's aerospace division (GE Aerospace) by 642.6% in the third quarter. The fund now owns 17,332 shares after acquiring an additional 14,99...
Institutional investor Chapin Davis Inc. has increased its stake in Western Digital Corporation by purchasing 80,732 shares valued at approximately $9.69 million during the third quarter....
Embree Financial Group acquired 24,772 new shares of the Alger Concentrated Equity ETF (NYSEARCA:CNEQ) during the third quarter as per their recent Form 13F filing with the SEC. The acquisition is val...
Buckhead Capital Management LLC increased its stock position in Tractor Supply Company (Ticker: TSCO) by 310.3% during the third quarter, purchasing an additional 27,878 shares to own a total of 36,86...
Contravisory Investment Management Inc. acquired 7,638 shares of Mohawk Industries, Inc. during the third quarter. The investment is valued at approximately $985,000. Additional institutional investor...
According to recent SEC filings, Contravisory Investment Management Inc purchased 65,648 shares of Shopify Inc worth approximately $9.756 million in the third quarter....
Institutional investor Buckhead Capital Management LLC decreased its holdings of Lockheed Martin Corporation by 41.1% during the third quarter, reducing shares to 1,536 after selling 1,071 shares....
Contravisory Investment Management Inc. Makes New Investment in Paramount Skydance Corporation $PSKY
Contravisory Investment Management Inc. increased its holdings in Paramount Skydance Corporation (NASDAQ:PSKY) during the third quarter by purchasing 39,682 shares worth approximately $751,000....
Buckhead Capital Management LLC increased its holdings in Copart, Inc., a business services provider, by purchasing an additional 13,919 shares during the third quarter. The new total stake is now 72,...
Contravisory Investment Management Inc. significantly increased its holdings of Cisco Systems' stock by 1,233% in the third quarter through an additional purchase of 108,549 shares, leading to a total...