investment
2600 articles • Page 49 of 52
Sound Income Strategies LLC decreased its holdings in Southern Company by selling 7,846 shares in the third quarter, resulting in an ownership of 3,273 shares....
Brighton Jones LLC increased its holdings in Merck & Co., Inc.'s shares by acquiring an additional 20,086 shares during the third quarter, raising its total holding to 72,969 shares....
CCM Investment Advisers LLC increased its stock holdings in The Home Depot Inc. from the second quarter with a purchase of an additional 2,527 shares, bringing their total holding to 55,909 shares wor...
Perpetual Ltd reduced its stake in United Parcel Service Inc. by selling 8,104 shares during the third quarter, leaving it with a holding of 9,277 shares....
Evanson Asset Management LLC increased its shareholding in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 5,060 shares during the third quarter, as reported to the SEC. The firm now holds ...
Signal Advisors Wealth LLC increased its shareholding in Exxon Mobil Corporation by purchasing an additional 9,980 shares during the third quarter. After this purchase, they own a total of 42,287 shar...
Squarepoint Ops LLC increased its holdings of Hess Midstream Partners LP by 362.1% in the second quarter to a total of 28,334 shares due to additional purchases of 22,202 shares....
Thrivent Financial for Lutherans decreased its investment in Western Alliance Bancorporation by selling 2,208,255 shares during the second quarter. As a result, Thrivent's holding amount now stands at...
Breakthru Advisory Services LLC purchased 3,961 shares of Broadcom Inc., valued approximately $1,307,000 during the third quarter of the year. This acquisition makes up about 0.9% of Breakthru’s portf...
Osaic Holdings Inc. Has $9.14 Million Stake in BlackRock Enhanced Capital and Income Fund, Inc. $CII
Osaic Holdings Inc. has raised its stake in BlackRock Enhanced Capital and Income Fund (NYSE:CII) by 9.6% during the second quarter of this year, as per recent filings with the Securities & Exchange C...
During the second quarter, Osaic Holdings Inc decreased its shareholding in the Invesco S&P 500 High Dividend Low Volatility ETF by selling 23,637 shares. Their new holding stands at 204,709 shares....
Osaic Holdings Inc. reduced its holdings of iShares Morningstar Growth ETF (ILCG) by 16,401 shares or 13.3% in the second quarter, resulting in a stake of 107,243 shares valued at $10.39 million....
Thrivent Financial for Lutherans announced the purchase of a new position in Invesco BulletShares 2027 Corporate Bond ETF during the second quarter. The acquisition includes 200,699 shares valued at a...
Dynamic Advisor Solutions LLC increased its holdings of iShares MSCI EAFE ETF (NYSEARCA:EFA) during the third quarter by purchasing an additional 5,638 shares. This represents a rise of 20.2%. The tot...
The Pension Protection Fund has acquired 4,200 shares of EPAM Systems (NYSE:EPAM) valued at approximately $633,000 during the third quarter. This is according to their latest disclosure with the SEC....
Dynamic Advisor Solutions LLC reduced its holdings of T. Rowe Price Equity Income ETF (NYSEARCA: TEQI) during the third quarter, selling 19,302 shares and holding a total of 79,742 shares post-sale....
During the third quarter, Dynamic Advisor Solutions LLC reduced its holdings in SPDR Gold Shares (NYSEARCA:GLD) by selling 3,473 shares, decreasing their position by 4.3%. The institutional investor n...
Eclectic Associates Inc. ADV increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA: VTES) by acquiring an additional 5,098 shares during the third quarter, boosting the total to ...
Eclectic Associates Inc. ADV increased its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX) by acquiring an additional 67,942 shares during the third quarter, raising its total share co...
Chapin Davis Inc has invested $5.069 million ($5,070,873) in IDEXX Laboratories, Inc (NASDAQ: IDXX), purchasing 7,934 shares which make up approximately 1.2% of its portfolio....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its stake in Novo Nordisk A/S by 9.3% during the third quarter, selling 11,604 shares and retaining a total of 113,752 shares....
First Horizon Corp has acquired new shares worth approximately $2,023,000 in Taiwan Semiconductor Manufacturing Company Ltd., with a stake of 7,245 shares, as reported in their latest SEC filing for t...
Harbor Investment Advisory LLC increased its holdings of Janus Henderson AAA CLO ETF (JAAA) by acquiring an additional 13,870 shares during the third quarter, resulting in a total position of 126,754 ...
First Horizon Corporation has acquired a new stake of 11,151 shares in the iShares Select Dividend ETF during Q3, with each share valued at an estimated $142. The total investment amounts to approxima...
First Horizon Corporation has acquired a new stake in Vanguard Information Technology ETF (VGT) during the third quarter of the year. The company purchased 4,757 shares valued at around $3.55 million....
During the third quarter, Citizens Financial Group Inc. RI increased its holdings of the Vanguard Information Technology ETF by 23.9%, adding an additional 897 shares to reach a total ownership of 4,6...
Citizens Financial Group Inc. RI increased its stock holdings in Lowe’s Companies Inc. by purchasing an additional 5,396 shares during the third quarter, leading to a total of 29,308 shares. This mark...
First United Bank & Trust Has $3.47 Million Holdings in iShares Core MSCI Emerging Markets ETF $IEMG
In the third quarter of 2023, First United Bank & Trust increased its holdings in the iShares Core MSCI Emerging Markets ETF (IEMG) by 18.1%, adding to the previous 52,591 shares it had....
First United Bank & Trust significantly increased its stock holdings in McKesson Corporation by 378.8% during the third quarter. The bank's ownership rose to 790 shares after acquiring an additional 6...
GRIMES & Co Wealth Management LLC has reduced its holding in Workday, Inc. by selling 3,343 shares during the third quarter, resulting in an overall reduction of their position by 11.4%. The firm now ...
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in Dimensional Emerging Core Equity Market ETF (DFAE) by purchasing an additional 65,524 shares during the third quarter. This brought their to...
GRIMES & Co WEALTH MANAGEMENT LLC reduced its investment in the JPMorgan Ultra-Short Municipal ETF (JMST) by 3.6% in the third quarter of the year, as reported in their latest filing with the SEC....
Grimes & Co Wealth Management LLC increased its investment in the Avantis U.S. Large Cap Equity ETF (AVLC) by 43% during Q3, adding another 98,298 shares to their holdings which now total 327,058 shar...
MASTERINVEST Kapitalanlage GmbH increased its holdings in Exxon Mobil Corporation by purchasing an additional 5,258 shares during the third quarter. The fund now holds a total of 29,934 shares of Exxo...
In the third quarter, Sonoma Allocations LLC purchased 51,423 shares of iShares Core S&P 500 ETF (NYSEARCA: IVV), with an investment value of approximately $34.1 million....
During Q3, New York State Teachers Retirement System upped its investment in Simon Property Group (NYSE:SPG) by 8.2%, increasing its shareholding to 294,798 shares worth $55.33 million....
Nepsis Inc. reduced its holdings of Visa Inc.'s shares by 13.6% during the third quarter after selling 7,255 shares, leaving them with a total of 46,017 shares....
The New York State Teachers Retirement System decreased its holdings in Cintas Corporation by 8.3% during the third quarter by selling 25,947 shares, resulting in a current ownership of 286,950 shares...
In the third quarter of 2023, New York State Teachers Retirement System increased its stake in Freeport-McMoRan Inc. by purchasing an additional 21,898 shares, thus holding a total of 1,075,625 shares...
The New York State Teachers Retirement System decreased its equity holdings in The Kroger Co by 8.3% during the third quarter through the sale of 56,211 shares, resulting in a new holding total of 620...
Oliver Luxxe Assets LLC acquired 55,162 shares of Tanger Inc., an REIT (Real Estate Investment Trust), in the third quarter, representing a new investment of approximately $1.87 million.
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Nisa Investment Advisors LLC decreased its investment in Huntington Bancshares Inc (NASDAQ: HBAN) during the third quarter by selling 73,579 shares, reducing their holdings to 320,366 shares valued at...
NISA Investment Advisors LLC decreased its investment in Tesla Inc. by selling 37,280 shares in the third quarter, thus reducing its total holding to 543,475 shares....
Nisa Investment Advisors LLC decreased its holdings in Exxon Mobil Corporation (XOM) by 2.2% during the third quarter, selling off 24,574 shares to retain a total of 1,105,921 shares....
The State of Alaska Department of Revenue increased its holdings in Charter Communications by purchasing an additional 3,820 shares during the third quarter, bringing its total ownership to 14,530 sha...
The Oregon Public Employees Retirement Fund increased its holdings in The Hershey Company (HSY) by 32.8% during the third quarter through the purchase of an additional 4,195 shares, bringing its total...
Valmark Advisers Inc. reduced its holdings of Fidelity Value Factor ETF (NYSEARCA:FVAL) by 31.8% in the third quarter, selling 7,872 shares and retaining 16,876 shares....
The State of Alaska's Department of Revenue has decreased its holdings in Qorvo Inc. by 23.8% during the third quarter following a sale of 13,239 shares, leaving it with 42,426 shares....
The State of Alaska Department of Revenue has increased its holdings by 25.6% in Vishay Intertechnology Inc. during the third quarter, now owning 247,392 shares....
During the third quarter, Sitrin Capital Management LLC reduced its holdings in Broadcom Inc by 24.1%, selling 5,952 shares and retaining ownership of 18,733 shares....