investment
2600 articles • Page 50 of 52
During the third quarter, D.A. Davidson & Co. reduced its stock holdings of MP Materials Corp by 45.4%, selling off 16,908 shares and leaving it with a total ownership of 20,372 shares....
Geneos Wealth Management Inc. reduced its holdings in Vanguard Consumer Staples ETF (VDC) by selling 6,217 shares during the third quarter and now holds 1,483 shares....
The Louisiana State Employees Retirement System purchased 28,700 new shares of Q2 Holdings Inc. (NYSE: QTWO) during the third quarter at a total value of approximately $2,078,000....
FengHe Fund Management Pte. Ltd. decreased its holdings of Astera Labs stock by 72.6% in the third quarter through a sale of 856,848 shares. The fund now holds 324,000 shares....
Farnam Financial LLC increased its holdings of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) by acquiring an additional 47,735 shares in the third quarter. The company now holds a total of 237,1...
FengHe Fund Management Pte. Ltd. has acquired a new position of 250,400 shares worth approximately $36.476 million in Ciena Corporation (CIEN), representing about 3.3% of the company's holdings. This ...
Heck Capital Advisors LLC Acquires 36,956 Shares of First Trust Low Duration Opportunities ETF $LMBS
During the third quarter, Heck Capital Advisors LLC increased its holdings in First Trust Low Duration Opportunities ETF (LMBS) by 8.2%, adding 36,956 shares making their total holding to 490,043 shar...
Clear Harbor Asset Management LLC increased its holding in Barrick Mining Corporation by 86.6% during the third quarter. The firm's ownership now includes 66,652 shares of Barrick Mining following an ...
Ferguson Wellman Capital Management Inc. increased its holdings in AbbVie Inc by purchasing an additional 3,260 shares during the third quarter, raising its total ownership to 647,685 shares as per re...
Evolution Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 ETF (SPLG) with a purchase of 22,202 shares during the third quarter, raising its total to 36,459 shares....
Duncker Streett & Co. Inc. reduced its holdings of UnitedHealth Group Incorporated's stocks by 75.9% in Q3, as reported to the SEC. The firm now owns 2,637 shares after selling 8,324 shares during the...
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Cerity Partners LLC increased its holdings in Kimberly-Clark Corporation by 12.8% during Q3, acquiring an additional 31,852 shares to bring its total holdings to 281,436 shares....
During the 3rd quarter, Ferguson Wellman Capital Management Inc. increased its holdings of Amgen Inc.'s shares by 2.7%, adding an additional 7,988 shares to reach a total of 307,566 shares as disclose...
Fulton Breakefield Broenniman LLC decreased its investment in NVIDIA Corporation during the third quarter by selling 2,706 shares. The firm now holds 247,539 shares of NVIDIA....
Merit Financial Group LLC reduced its stock holdings in Cigna Group by 33.8% during the third quarter, selling 2,423 shares to leave it with a total of 4,745 shares....
Chicago Capital LLC decreased its holdings in QUALCOMM Inc by 9.7% during the third quarter after selling 4,880 shares, reducing its position to 45,637 shares....
Rainier Family Wealth Inc. increased its holdings in Apple Inc. by purchasing an additional 4,515 shares, raising its total ownership to 19,921 shares during the third quarter. This reflects a stake i...
Merit Financial Group LLC increased its shareholding in Meta Platforms Inc. by 8%, purchasing an additional 6,264 shares during the third quarter to reach a total of 84,671 shares as disclosed in thei...
Jeffrey Smith, Executive Vice President at Zymeworks Inc., sold 10,538 shares on January 5th for a total of $264,503.80, with the sale price per share being $25.10....
Centennial Wealth Advisory LLC augmented its holdings of iShares Core S&P 500 ETF (IVV) by 4.2% in Q3. As of the latest SEC filing, they hold a total of 30,407 shares after buying an additional 1,237 ...
An analysis contrasting two small-cap finance companies, Mobile Infrastructure and FTAI Infrastructure, focusing on their profitability, dividends, institutional ownership, risk, valuation, earnings a...
Penobscot Investment Management Company Inc. decreased its holdings of SLB Limited (NYSE:SLB) in the third quarter, reducing its stock by 32.8% to 36,311 shares after selling 17,750 shares....
Stanley Laman Group Ltd. purchased 2,687 shares of AMETEK Inc., valued around $505,000, during the third quarter as per their latest filings with the SEC....
Stanley Laman Group Ltd significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd during the third quarter of the current year, as per their latest SEC filing. The firm's ...
Asset Management One Co. Ltd. reduced its holdings of Cisco Systems Inc. by 2.3% during the third quarter, selling 48,659 shares to hold 2,088,426 shares....
Cresta Advisors Ltd. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by 3.7% in the third quarter, adding 2,377 shares to reach a total of 66,753 shares....
Sheets Smith Wealth Management减持了对 NVIDIA Corporation 的持股，在第三季度出售了3059股后，剩余持有75944股。...
Asset Management One Co. Ltd increased its holdings in the medical technology company Medtronic PLC by 2.4% during the third quarter, adding 13,594 shares to reach a total of 589,186 shares....
Virginia Retirement Systems et al increased its holdings in EchoStar Corporation by 157.3% during the third quarter, adding 16,670 shares to reach a total of 27,270 shares....
Ethic Inc reduced its holding in Stanley Black & Decker by 48.9% during the third quarter as per SEC filings. Following the sale of 14,115 shares, Ethic now owns 14,774 shares....
Virginia Retirement Systems increased its stock position in Peloton Interactive by 121% during the third quarter through a filing with the Securities and Exchange Commission. The institutional investo...
Diversified Trust Co has acquired a new shareholding of 7,575 shares in Qorvo Inc., valued at approximately $690,000. This acquisition took place during the third quarter, as recently reported by the ...
In its latest filing with the SEC, Pacer Advisors Inc. reports a new investment of $857,000 or 52,263 shares in Independence Realty Trust Inc., boosting their position in the real estate investment tr...
Calamos Wealth Management LLC increased its holdings of The Home Depot's stock by 6.9% in the third quarter, adding 4,434 shares to reach a total of 68,283 shares....
First Pacific Financial has increased its holdings in Procter & Gamble by 30.3% through the acquisition of an additional 6,871 shares during the third quarter....
Davidson Trust Co. increased its holdings in the iShares Core U.S. Aggregate Bond ETF (AGG) by purchasing an additional 6,664 shares during the third quarter, bringing its total share count to 33,632....
Osaic Holdings Inc. decreased its stock holdings in the JPMorgan International Growth ETF (JIG) by 27.2% during the second quarter, according to recent filings with the SEC....
Osaic Holdings Inc. increased its holdings in the John Hancock Preferred Income ETF (NYSEARCA:JHPI) by purchasing an additional 31,264 shares during the second quarter, resulting in a total ownership ...
Cantor Fitzgerald Investment Advisors L.P. decreased its holdings of Kohl's Corporation by 54.6% in the third quarter, reducing its ownership to 23,111 shares after selling 27,834 shares....
Delta Investment Management LLC acquired 4,462 shares of Roper Technologies Inc., valued at about $2.225 million, during the third quarter as per their latest SEC filing....
Delta Investment Management LLC acquired a new position in First Trust Structured Credit Income Opportunities ETF (OTCMKTS: SCIO) during the third quarter. The institutional investor purchased 171,755...
Calamos Advisors LLC has reduced its stake in Caterpillar Inc. (CAT) by selling 43,753 shares in the third quarter. The firm currently owns 99,522 shares of the industrial products company....
During the third quarter, Calamos Wealth Management LLC increased its holdings of iShares MSCI ACWI ex U.S. ETF (symbol: ACWX) by acquiring an additional 62,648 shares, resulting in a total ownership ...
Boston Trust Walden Corp decreased its holdings in D.R. Horton Inc by 17.5%, selling 49,626 shares and retaining 233,922 shares in the third quarter....
In the third quarter of 2021, Donald L. Hagan LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ: META) by reducing its shares by 34.5%. The减持操作后，该机构持有该公司股票共计3,417股。...
Diversified Trust Co increased its holding in Invesco S&P 500 Equal Weight ETF (RSP) by 33% during the third quarter. The firm's holdings include 29,490 shares after purchasing an additional 7,315 sha...
Diversified Trust Co increased its holdings of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.0% in the third quarter, adding 7,860 shares to bring the total ownership to 26,558 shares....
Diversified Trust Co increased its stake in Raytheon Technologies (RTX) by purchasing an additional 5,465 shares during the third quarter. Currently, Diversified Trust Co holds a total of 46,429 RTX s...
During the third quarter, Diversified Trust Co increased its holdings of iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 3.1%. The firm expanded its position to 182,336 shares after acquiring ...