investment
2600 articles • Page 48 of 52
During the third quarter, Generali Asset Management SPA SGR increased its stake in S&P Global Inc. (SPGI on NYSE) by purchasing an additional 6,443 shares, resulting in a total of 37,494 shares and re...
During the third quarter, Diversified Trust Co reduced its holdings of Tesla Inc. (NASDAQ: TSLA) shares by selling 2,226 shares, resulting in a new total of 50,966 shares....
Cantor Fitzgerald Investment Advisors L.P. reduced its holdings in Vanguard S&P 500 ETF (VOO) by selling 3,692 shares during the third quarter, resulting in ownership of 88,054 shares....
Eldred Rock Partners LLC increased its holdings of Texas Instruments Incorporated (NASDAQ:TXN) stock in the third quarter by purchasing an additional 7,201 shares. This brought their total share count...
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in the iShares 3-7 Year Treasury Bond ETF (IEI) by 3.1% during the third quarter, adding 12,848 shares to reach a total of 432,750 sha...
Institutional investor Croban purchased 7,827 shares of Duke Energy Corporation's stock during the third quarter, as disclosed in their latest 13F filing with the SEC. The value of these new holdings ...
Brendel Financial Advisors LLC has bought 10,798 shares of the iShares Core U.S. Aggregate Bond ETF (AGG) during the third quarter, with a value of approximately $1,082,000....
Copeland Capital Management LLC decreased its holdings of Eli Lilly and Company by selling 704 shares in the third quarter, leaving it with 20,902 shares total....
Forefront Wealth Partners LLC purchased 9,721 shares of Vanguard Small-Cap ETF (VB) during the third quarter of 2023, valued at approximately $2.47 million....
CUSHING ASSET MANAGEMENT LP, trading as NXG INVESTMENT MANAGEMENT, reduced its holdings of Bloom Energy Corporation (NYSE:BE) by 53.3% during the third quarter of 2021....
Elevation Wealth Partners LLC increased its investment in Apple Inc (NASDAQ:AAPL) by purchasing an additional 3,923 shares during the third quarter, raising its total holdings to 33,044 shares....
Calamos Wealth Management LLC increased its holdings of iShares S&P 500 Value ETF (NYSEARCA: IVE) in the third quarter, raising them to 577,104 shares. This represents a 3.9% increase after acquiring ...
Chemung Canal Trust Co. increased its holdings of U.S. Bancorp (NYSE: USB) shares by 205.5% in the third quarter, as per recent regulatory filings with the SEC. The investment firm acquired an additio...
In the third quarter, Continuum Advisory LLC increased its holdings in CVS Health Corporation by 11.2%, adding 7,639 shares to reach a total of 76,148 shares....
Diversified Trust Co increased its holdings in The Goldman Sachs Group by 14.7% during the third quarter, according to their latest filing with the SEC. The institution now owns 16,326 shares after pu...
Diversified Trust Co reduced its holdings of Applied Materials Inc.'s shares (NASDAQ:AMAT) in the third quarter after selling 3,278 shares, leaving it with a total of 35,753 shares....
In the third quarter, Diversified Trust Co increased its holdings of Phillips 66 (PSX) by 562.8%, acquiring an additional 23,850 shares for a total stake of 28,088 shares valued at $3.82 million....
Permanent Capital Management LP purchased 700,835 shares of the Vanguard Intermediate-Term Treasury ETF (VGIT) in the third quarter, as reported in their latest SEC filing. This investment is worth ap...
During the 3rd quarter, Regatta Capital Group LLC increased its holdings in Capital Group Core Bond ETF (NYSEARCA: CGCB) by 5.2%. The firm acquired an additional 37,092 shares to reach a total of 755,...
Permanent Capital Management LP acquired a new stake in UBS Group AG during the third quarter, purchasing 69,327 shares worth approximately $2.84 million....
Permanent Capital Management LP purchased 49,000 shares of Cannae Holdings Inc., valued at about $897,000, during the third quarter as reported to the SEC. This constitutes a new investment position f...
Sowell Financial Services LLC decreased its stake in Phibro Animal Health Corporation by 37.7% in the third quarter of the year, selling off about 35,920 shares while retaining ownership of around 59,...
Sowell Financial Services increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 90.2% in the third quarter through an additional purchase of 20,094 shares, bringing its total own...
IFM Investors Pty Ltd decreased its shareholding in JPMorgan Chase & Co by 0.5% during the third quarter of 2023, selling off 2,585 shares to own a total of 533,538 company stocks....
In the third quarter, Ehrlich Financial Group acquired a new position in PIMCO's Multi-Sector Bond Active ETF (ticker: PYLD), purchasing 64,427 shares with an approximate value of $1.7 million as repo...
Carnegie Investment Counsel decreased its holdings in McDonald's Corporation by selling 6,433 shares during the third quarter, leaving them with 47,932 shares. The information is derived from a filing...
Fulton Breakefield Broenniman LLC decreased its holdings in Danaher Corporation by 6.6% in the third quarter of 2023, reducing ownership to 66,948 shares after selling 4,727 shares....
CMG Global Holdings LLC increased its stock position in The Boeing Company (NYSE: BA) by 9.4% during the third quarter, adding 3,983 shares to reach a total of 46,276 shares worth approximately $9.90 ...
In the third quarter, Carnegie Investment Counsel reduced its holding in Rockwell Automation by 14.9%, selling 10,421 shares and leaving it with a total of 59,345 shares....
Carnegie Investment Counsel increased its stock holdings in Casey’s General Stores, Inc., adding an additional 2,042 shares during the third quarter, bringing their total ownership to 47,659 shares....
Carnegie Investment Counsel reduced its holdings of the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) by selling 58,706 shares during Q3, resulting in a new total of 286,674 shares....
During the 2nd quarter, Osaic Holdings Inc. increased its holdings in Harbor Scientific Alpha High-Yield ETF (NYSEARCA:SIHY) by purchasing an additional 20,229 shares, which represents a growth of 45....
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in ProShares' S&P 500 Aristocrats ETF by 22.2% in the third quarter, selling off 6,652 shares and retaining 23,335 shares....
MarketBeat's stock screener highlights seven small-cap stocks for consideration on December 26th: Sidus Space, AlphaVest Acquisition Corp., Medline, Spring Valley Acquisition Corp., Integral Ad Scienc...
Canoe Financial LP reported an increase of its stake in Salesforce Inc., adding 34,420 shares during the third quarter, which raised their total holdings to 244,683 shares....
Clayton Financial Group LLC acquired 6,207 new shares of PepsiCo Inc., valued at approximately $872,000, in the third quarter. This investment represents 0.6% of Clayton's holdings as revealed in a re...
Busey Bank increased its holdings in Vanguard Total Stock Market ETF (VTI) by 0.9% during the third quarter, adding 2,899 shares to a total of 313,399 shares....
Avanza Fonder AB increased its holdings in Bank of America Corporation by 9.3% during the third quarter, purchasing an additional 42,979 shares, bringing its total to 502,889 shares valued at $25.94 m...
Harbor Capital Advisors Inc. has increased its holdings in Chevron Corporation (NYSE: CVX) by purchasing additional 6,208 shares during the third quarter, raising their total holdings to 38,296 shares...
DAVENPORT & Co LLC decreased its stake in Pure Storage Inc by selling 11,741 shares during the third quarter. The firm now holds 70,483 shares....
Canoe Financial LP reduced its holdings of Aon plc (NYSE:AON) during the 3rd quarter by selling 7,600 shares and now owns a total of 79,229 shares....
Cornercap Investment Counsel Inc increased its holding of The Kroger Co.'s (KR) shares by 82.2% in the third quarter, as per a recent regulatory filing with the SEC. Cornercap now owns 23,989 shares a...
Fiduciary Planning LLC reduced its holdings of FT Vest U.S. Equity Buffer ETF - February (BATS: FFEb) by 3.2% during the third quarter, selling off 16,704 shares to hold a total of 505,308 shares....
Farther Finance Advisors LLC increased its Walmart stock holdings by 8.9% in the third quarter through acquiring an additional 20,963 shares, according to their latest Securities and Exchange Commissi...
Squarepoint Ops LLC reduced its holdings in Harrow, Inc. by 77.8% during the second quarter by selling 73,294 shares and retaining ownership of 20,956 shares valued at approximately $640,000....
Cushing Capital Partners LLC has acquired a new position of 3,397 shares valued at approximately $838,000 in Accenture PLC (NYSE:ACN) during the third quarter. This is reported through their most rece...
Exchange Traded Concepts LLC increased its holdings in the iShares Core S&P 500 ETF (IVV) by 124.9% during the third quarter, adding an additional 13,217 shares and reaching a total of 23,800 shares v...
Confluence Investment Management LLC decreased its holdings of Lowe’s Companies, Inc. by 1.4% in the third quarter, selling 3,209 shares and ending up owning 223,924 shares according to a filing with ...
Callidus Capital Corp shares fell below their fifty-day moving average on Monday, trading at a low of C$23.54 while closing at the same price on volume of 202 shares....
Signal Advisors Wealth LLC increased its holdings in Visa Inc. by 29.6% during the third quarter by purchasing an additional 8,222 shares, bringing the total to 36,028 shares....