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2600 articles • Page 47 of 52

Contravisory Investment Management Inc. Grows Stake in Warner Bros. Discovery, Inc. $WBD
Contravisory Investment Management Inc. significantly increased its holdings of Warner Bros. Discovery (NASDAQ:WBD) shares in the third quarter, upping its ownership from nearly none to 35,925 shares ...
Contravisory Investment Management Inc. Boosts Stock Position in Franklin Resources, Inc. $BEN
Contravisory Investment Management Inc. increased its stake in Franklin Resources by 1,151.2% during the third quarter. The institution added about 27,629 shares to its portfolio, raising its total ho...
Johnson & Johnson $JNJ Shares Sold by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC reduced its investment in Johnson & Johnson during the third quarter of 2023 by selling 5,244 shares, decreasing holdings to 198,127 shares....
Chesley Taft & Associates LLC Sells 1,507 Shares of The Home Depot, Inc. $HD
Chesley Taft & Associates LLC decreased its shareholdings in The Home Depot Inc. by 2.4% during the third quarter, selling 1,507 shares and holding 61,006 shares....
11,287 Shares in iShares 20+ Year Treasury Bond ETF $TLT Acquired by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC purchased 11,287 shares in the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) during Q3 2023. The transaction valued at nearly $1 million was disclosed by the instituti...
Swisher Financial Concepts Inc. Increases Position in Broadcom Inc. $AVGO
Swisher Financial Concepts Inc. expanded its holdings in Broadcom Inc.'s shares by 78.2% during the third quarter through an additional purchase of 2,330 shares, bringing their total to 5,308 shares a...
Valley National Advisers Inc. Trims Holdings in Devon Energy Corporation $DVN
Valley National Advisers Inc. reduced its holdings of Devon Energy Corporation by 95.2% during the third quarter, selling off 46,500 shares and retaining only 2,370 shares....
Curated Wealth Partners LLC Has $6.91 Million Position in NVIDIA Corporation $NVDA
In the third quarter, Curated Wealth Partners LLC decreased its holdings of NVIDIA Corporation's stock by 12.6%, reducing their position down to 37,049 shares after selling 5,364 shares....
Harbor Investment Advisory LLC Sells 4,273 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Harbor Investment Advisory LLC decreased its holdings in the Invesco S&P 500 Equal Weight ETF (RSP) by selling 4,273 shares during the third quarter. This reduction brought their total ownership to 64...
GRIMES & Co WEALTH MANAGEMENT LLC Acquires 11,269 Shares of Cisco Systems, Inc. $CSCO
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in Cisco Systems Inc (CSCO) by 4.7% in the third quarter, according to a recent SEC filing. The firm now owns 248,700 shares after acquiring ad...
Chevron Corporation $CVX Shares Bought by Allen Capital Group LLC
Allen Capital Group LLC increased its holding of Chevron Corporation's shares by 8.2% during the third quarter of 2023, acquiring an additional 3,733 shares and now owning a total of 49,308 shares....
United Parcel Service, Inc. $UPS Stock Holdings Lowered by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co Wealth Management LLC reduced its holdings in United Parcel Service, Inc. stock during the third quarter of 2021....
First Horizon Corp Purchases Shares of 9,029 Avantis U.S. Small Cap Value ETF $AVUV
First Horizon Corporation has acquired 9,029 shares of the Avantis U.S. Small Cap Value ETF during the third quarter of the year, according to recent SEC filings with a value around $899,000....
New York State Teachers Retirement System Sells 3,769 Shares of Cigna Group $CI
The New York State Teachers Retirement System decreased its holdings in Cigna Group by selling 3,769 shares during the third quarter. The current position now stands at 209,444 shares....
New York State Teachers Retirement System Sells 28,342 Shares of Fastenal Company $FAST
The New York State Teachers Retirement System has reduced its investment in Fastenal Company by selling 28,342 shares during the third quarter. As a result, it now holds 940,090 shares....
New York State Teachers Retirement System Purchases 4,734 Shares of FedEx Corporation $FDX
The New York State Teachers Retirement System increased its holdings in FedEx Corp by buying an additional 4,734 shares during the third quarter, raising its total to 207,077 shares....
Oregon Public Employees Retirement Fund Has $3.03 Million Stock Holdings in Veralto Corporation $VLTO
The Oregon Public Employees Retirement Fund increased its holdings of Veralto Corporation's stock by 32.6% in the third quarter, buying an additional 6,972 shares to reach ownership of 28,383 shares w...
Oregon Public Employees Retirement Fund Buys 8,600 Shares of Expand Energy Corporation $EXE
The Oregon Public Employees Retirement Fund increased its stake in Expand Energy Corporation by buying an additional 8,600 shares in the third quarter. The fund now holds a total of 27,300 shares....
Oregon Public Employees Retirement Fund Boosts Stake in Cognizant Technology Solutions Corporation $CTSH
The Oregon Public Employees Retirement Fund increased its holdings in Cognizant Technology Solutions Corporation by 31.3% during the third quarter of 2021, according to a recent SEC filing....
Hardman Johnston Global Advisors LLC Trims Holdings in T-Mobile US, Inc. $TMUS
During the third quarter, Hardman Johnston Global Advisors LLC decreased its holdings of T-Mobile US Inc by 27%, reducing its stock count to 98,043 shares. This change reflects a decrease from an earl...
Tikehau Investment Management Grows Stock Position in NVIDIA Corporation $NVDA
In the third quarter, Tikehau Investment Management increased its stake in NVIDIA Corporation by 22%, bringing its total holdings to 39,762 shares after purchasing an additional 7,162 shares....
I'm an Investing Expert: Here's How Trump Could Impact Your Stocks in 2026
The article discusses potential impacts of a hypothetical Donald Trump presidency on the stock market in 2026. The author, claiming expertise in investment, provides analysis based on past performance...
Ferguson Wellman Capital Management Inc. Buys 4,270 Shares of Chevron Corporation $CVX
Ferguson Wellman Capital Management Inc. increased its stake in Chevron Corporation by purchasing an additional 4,270 shares during the third quarter, bringing the total holdings to 748,423 shares....
MoonLake Immunotherapeutics (NASDAQ:MLTX) Given “Buy” Rating at HC Wainwright
HC Wainwright has reissued its buy recommendation for MoonLake Immunotherapeutics (NASDAQ: MLTX), increasing the target price from $26.00 to $32.00, as reported by Benzinga....
Heck Capital Advisors LLC Sells 25,053 Shares of Columbia Research Enhanced Core ETF $RECS
Heck Capital Advisors LLC decreased its holdings in Columbia Research Enhanced Core ETF (RECS) by selling 25,053 shares in the third quarter, leaving it with a total of 436,869 shares....
Chandler Asset Management Inc. Reduces Stock Position in Vanguard FTSE Developed Markets ETF $VEA
Chandler Asset Management Inc. decreased its holdings in the Vanguard FTSE Developed Markets ETF (NYSEARCA: VEA) by 6.2% during the third quarter, reducing its ownership to 914,111 shares after sellin...
Chandler Asset Management Inc. Increases Stake in SPDR Bloomberg High Yield Bond ETF $JNK
During Q3 2023, Chandler Asset Management Inc. increased its holdings of the SPDR Bloomberg High Yield Bond ETF (NYSEARCA: JNK) by 35.8%, raising its ownership to 260,196 shares....
Fifth Third Wealth Advisors LLC Boosts Stake in Broadcom Inc. $AVGO
During the third quarter, Fifth Third Wealth Advisors LLC increased its holdings in Broadcom Inc. by 4.8%, adding an additional 5,803 shares to reach a total of 125,918 shares....
Commonwealth Equity Services LLC Has $26.10 Million Stock Position in Intuit Inc. $INTU
Commonwealth Equity Services LLC reduced its holdings of Intuit Inc.'s shares by 2.3% in the third quarter, selling 884 shares and retaining a position of 38,220 shares....
Daymark Wealth Partners LLC Purchases 2,119 Shares of Eli Lilly and Company $LLY
Daymark Wealth Partners LLC increased its stake in Eli Lilly and Company by purchasing an additional 2,119 shares in the third quarter. The firm's total holdings now amount to 13,383 shares of the com...
Vanguard Growth ETF $VUG Shares Purchased by GoalVest Advisory LLC
GoalVest Advisory LLC increased its holdings of Vanguard Growth ETF (VUG) during the third quarter, adding 2,052 shares to its existing position, making the total share count 79,825....
Williams-Sonoma, Inc. $WSM Shares Sold by Railway Pension Investments Ltd
Railway Pension Investments Ltd reduced its ownership of Williams-Sonoma, Inc. shares on the NYSE by selling 10,200 shares during Q3, resulting in a new total holding of 34,900 shares....
Glass Wealth Management Co LLC Has $3.37 Million Position in ASML Holding N.V. $ASML
Glass Wealth Management Co LLC increased its holdings of Dutch semiconductor equipment maker ASML Holding NV by 29.8% during the third quarter, after acquiring an additional 800 shares, bringing its t...
WestEnd Advisors LLC Sells 5,660 Shares of PepsiCo, Inc. $PEP
During the third quarter, WestEnd Advisors LLC reduced its holdings in PepsiCo, Inc., selling 5,660 shares and retaining a total of 252,599 shares. This information was disclosed to the SEC....
Railway Pension Investments Ltd Raises Stock Position in NetApp, Inc. $NTAP
Railway Pension Investments Ltd has increased its holdings in NetApp Inc., marking an uptick of 6.2% in the third quarter. According to their latest filing with the SEC, they now own a total of 344,85...
Generali Asset Management SPA SGR Sells 9,895 Shares of Western Digital Corporation $WDC
Generali Asset Management SPA SGR decreased its holdings in Western Digital Corporation by selling 9,895 shares during the third quarter, reducing its position to 23,720 shares....
Generali Asset Management SPA SGR Invests $2.06 Million in Pinterest, Inc. $PINS
Generali Asset Management SPA SGR has invested $2.06 million by purchasing 64,038 shares of Pinterest Inc., as reported in their recent SEC filing for the third quarter....
Generali Asset Management SPA SGR Invests $2.38 Million in Tapestry, Inc. $TPR
Generali Asset Management SPA SGR has purchased 20,998 shares of Tapestry Inc., a luxury accessories retailer, worth approximately $2.377 million during the Q3 quarter as reported in their latest SEC ...
Generali Asset Management SPA SGR Grows Stake in MetLife, Inc. $MET
Generali Asset Management SPA SGR increased its stake in MetLife Inc. by 35% in the third quarter through additional purchases of 7,272 shares, bringing their total holdings to 28,075 shares....
Community Financial Services Group LLC Makes New Investment in Amphenol Corporation $APH
Community Financial Services Group LLC has recently acquired 30,258 shares of Amphenol Corporation's stock during the third quarter, with a total valuation of about $3.74 million....
Asset Management One Co. Ltd. Has $81.21 Million Position in QUALCOMM Incorporated $QCOM
Asset Management One Co. Ltd. increased its holdings in QUALCOMM Incorporated by 1.2% during the third quarter, adding 5,783 shares to reach a total of 488,160 shares valued at approximately $81.21 mi...
iShares U.S. Insurance ETF $IAK Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC decreased its stake in iShares U.S. Insurance ETF (IAK) by 67.3% during the third quarter, selling 6,037 shares to retain a position of 2,938 shares....
Diversified Trust Co Makes New $626,000 Investment in Illumina, Inc. $ILMN
In the third quarter, Diversified Trust Co. acquired 6,590 shares of Illumina Inc.'s stock, with a total value of approximately $626,000....
Diversified Trust Co Purchases Shares of 2,906 Ferguson plc $FERG
In the third quarter, Diversified Trust Co. purchased a new position in Ferguson PLC (NYSE: FERG). They acquired 2,906 shares, which are valued at approximately $653,000....
Diversified Trust Co Acquires New Stake in Voya Financial, Inc. $VOYA
Diversified Trust Co has acquired a new stake of 7,203 shares in Voya Financial, Inc., with an estimated value of $539,000, according to their most recent filing with the Securities and Exchange Commi...
4,923 Shares in EchoStar Corporation $SATS Bought by Perigon Wealth Management LLC
Perigon Wealth Management LLC acquired a new stake in EchoStar Corporation during Q3, with the purchase of 4,923 shares worth approximately $376,000 according to their SEC filing. This move aligns wit...
Ethic Inc. Raises Stake in Zimmer Biomet Holdings, Inc. $ZBH
Ethic Inc. has increased its stake in Zimmer Biomet Holdings by purchasing an additional 7,833 shares during the third quarter, bringing their total holdings to 14,041 shares....
Generali Asset Management SPA SGR Has $20.46 Million Stake in Caterpillar Inc. $CAT
During the third quarter, Generali Asset Management SPA SGR reduced its stake in Caterpillar Inc. by 3.0% through a sale of 1,306 shares. The firm now holds 42,889 shares valued at approximately $20.4...
CV Advisors LLC Buys New Shares in Uber Technologies, Inc. $UBER
CV Advisors LLC disclosed that it purchased 23,860 shares of Uber Technologies, Inc. (UBER) stock worth approximately $2.3 million during the third quarter of 2021. This new investment now constitutes...
Econ Financial Services Corp Takes $2.52 Million Position in Lockheed Martin Corporation $LMT
Econ Financial Services Corp has acquired a new position in Lockheed Martin Corporation by purchasing 5,048 shares valued at approximately $2,520,000 during the third quarter of 2023....
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