investment
2600 articles • Page 51 of 52
Clark Asset Management LLC increased its holdings of Vanguard Total International Bond ETF (NASDAQ:BNDX) during the third quarter, purchasing an additional 64,725 shares. The firm now holds a total of...
During Q3 2023, Ergawealth Advisors Inc. decreased its holdings of the First Trust Capital Strength ETF (FTCS) by selling 39,414 shares. The firm now holds a total of 121,518 shares....
Clark Asset Management LLC increased its holdings in the Dimensional U.S. Equity ETF (DFUS) by 73.7% in Q3, adding an additional 22,747 shares to reach a total of 53,604 shares....
Ergawealth Advisors Inc. decreased its shareholding in the Pacer Lunt Large Cap Alternator ETF by 82,276 shares in the third quarter. As a result, it now owns 131,154 shares of the fund....
Clark Asset Management LLC acquired 2,450 shares of Garmin Ltd.'s stock worth approximately $603,000 during the third quarter, as reported in their most recent filing with the SEC....
Clark Asset Management LLC acquired a new position in Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ: BSCZ) during the third quarter. The firm purchased 49,508 shares worth roughly [value not sp...
Ergawealth Advisors Inc. reduced its holding in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) by selling 58,078 shares during the third quarter. This action lowered their stake to 33,452 shares....
Permanent Capital Management LP reported purchasing 3,220 shares of Marsh & McLennan Companies, Inc., worth approximately $649,000, during the third quarter. This is according to their latest filing w...
Valley National Advisers Inc. significantly reduced its holdings in Nike (NKE) by 95.9% during the third quarter through a sale of 23,970 shares, leaving them with only 1,016 shares valued at approxim...
Sowell Financial Services LLC acquired 64,200 shares of the Timothy Plan US Large/Mid Cap Core ETF (TPLC) during the third quarter. The total value of this investment is approximately $2,972,000....
Sowell Financial Services LLC decreased its holdings of Palo Alto Networks (NASDAQ:PANW) by 39.3% in the third quarter through a reduction of 8,121 shares, leaving them with 12,537 shares....
During the third quarter, Thompson Investment Management Inc. significantly reduced its holdings of Topgolf Callaway Brands Corp (MODG), cutting them down by 98.2%. The fund's new share count is 6,455...
Financial entity Clune & Associates LTD. increased its holdings in the iShares Core 1-5 Year USD Bond ETF (ISTB) by purchasing an additional 21,938 shares in the third quarter, bringing its total to 1...
Lineweaver Wealth Advisors LLC decreased its stake in Apple Inc. by selling 2,367 shares during the third quarter, reducing their holdings to 92,596 shares which represent about a 3.5% position within...
Custos Family Office LLC decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) in the third quarter, reducing its ownership to 48,865 shares after selling 24,895 shares. This reduction re...
Cwm LLC has boosted its holdings in Comfort Systems USA Inc by acquiring an additional 8,605 shares during the third quarter, raising their total ownership to 25,531 shares....
Busey Bank increased its holdings in Exxon Mobil Corporation by acquiring an additional 8,951 shares during the third quarter, resulting in a total ownership of 215,185 shares....
Cordant Inc. has increased its ownership of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by 3.8% in the third quarter, adding a purchase of 6,300 shares to bring their total holdings to 174,27...
Cwm LLC increased its holdings in Tesla by 6.5% during the third quarter through additional purchases of 22,757 shares, bringing its total ownership to 374,543 shares....
Carnegie Investment Counsel increased its shareholding in Donaldson Company Inc (NYSE:DCI) by 2.3% in the third quarter by acquiring an additional 8,065 shares, leading to total ownership of 354,320 s...
Carnegie Investment Counsel increased its stake in Bank of America Corporation (NYSE:BAC) by 9.3% during the third quarter through additional purchases of 45,168 shares, bringing their total holdings ...
Carnegie Investment Counsel reduced its holdings in Thermo Fisher Scientific Inc. by 5.3% during the third quarter due to a sale of 2,768 shares, resulting in ownership of 49,645 shares....
Carnegie Investment Counsel increased its holdings in Powell Industries from 26,548 shares to 40,748 shares by purchasing an additional 14,200 shares during the third quarter. The investment was discl...
Eagle Capital Management LLC increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 34.1% during the third quarter through an additional purchase of 5,317 shares, bringing their total to 2...
Carnegie Investment Counsel increased its holdings of the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.5% in the third quarter, as reported in a recent SEC filing. They now own 397,974 shares after...
During the third quarter, Darwin Wealth Management LLC increased its holdings in iShares MSCI EAFE ETF by 5.1%. The firm now owns 153,327 shares of the exchange-traded fund as per their latest Form 13...
In the 3rd quarter, Fulton Breakefield Broenniman LLC decreased its shareholdings in Union Pacific Corporation (UNP) by selling 2,995 shares. The fund currently holds 62,425 shares of UNP stock....
Farther Finance Advisors LLC has reduced its holdings of the Innovator U.S. Equity Power Buffer ETF - January by 50.8% during the third quarter, now owning 37,254 shares....
Darwin Wealth Management LLC decreased its holdings of PulteGroup, Inc. by 97.4% during the third quarter, as reported in a recent SEC filing. This involved selling 9,866 shares to hold only 265 share...
Drummond Knight Asset Management Pty Ltd increased its holdings in Exxon Mobil Corporation by 55.8% during the third quarter through additional purchases of 77,740 shares, boosting its total ownership...
In the third quarter, Canoe Financial LP decreased its holdings of Wheaton Precious Metals Corp. by 0.8%, selling off 7,481 shares to retain ownership of 972,532 shares....
Cwm LLC increased its stakes in Schwab U.S. Large-Cap Growth ETF (SCHG) by 0.4% in the third quarter, adding 27,859 shares to their holdings, bringing the total to 7,302,629 shares....
Farther Finance Advisors LLC increased its holdings of Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the third quarter, adding an additional 9,336 shares to reach a total ownership of 22,064 sha...
Founders Financial Securities LLC decreased its holdings of The Procter & Gamble Company by 9.1% during the third quarter, selling 3,682 shares and retaining a position of 36,877 shares....
Farther Finance Advisors LLC significantly increased its holdings in Vanguard Energy ETF (VDE) during the third quarter by purchasing an additional 23,490 shares, bringing its total holdings to 29,247...
The Sprott Physical Silver Trust (NYSEARCA:PSLV) stock price hit a new 52-week high of $22.94 on Tuesday, closing at $22.92 with over 20 million shares traded, marking a 0.9% increase from its previou...
Brookstone Capital Management increased its holdings of Innovator U.S. Equity Buffer ETF (BATS: BAUG) by 3,760.3% in the third quarter, acquiring an additional 554,576 shares to reach a total of 569,3...
Confluence Investment Management LLC reduced its holdings in The Home Depot, Inc. by selling 5,845 shares in the third quarter. After this transaction, it now owns a total of 345,296 shares of the hom...
Generali Investments CEE reduced its holdings in Broadcom Inc., decreasing their stock position by 4.9% during the third quarter through selling 2,238 shares of the semiconductor manufacturer's stock,...
Cornerstone Wealth Advisors Inc. reduced its holdings of Vanguard Value ETF (VTV) by 3.0% during the third quarter after selling off 5,274 shares, as reported in a recent SEC filing....
Thrivent Financial for Lutherans acquired a new position of 53,827 shares in AngloGold Ashanti PLC during the second quarter. The investment was valued at approximately $2.426 million according to the...
Global X Japan Co. Ltd. decreased its holdings of Marvell Technology Inc. by selling 9,828 shares in the third quarter. The firm now owns 39,859 shares....
During the third quarter, Baldwin Wealth Partners LLC MA decreased its holding in Johnson & Johnson by selling 3,828 shares. The firm's current position includes 67,858 shares of the company....
BayBridge Capital Group LLC decreased its holdings in iShares Core S&P Mid-Cap ETF by selling 8,592 shares during the third quarter. The current holding stands at 93,420 shares....
Squarepoint Ops LLC reduced its holdings in PAR Technology Corporation by 74.8% during the second quarter of 2023, selling off 27,685 shares and retaining a position of 9,323 shares....
Squarepoint Ops LLC reduced its holdings in Cohen & Steers Inc (NYSE:CNS) by selling 11,492 shares during the second quarter. After this transaction, the firm owns 9,396 shares....
Thrivent Financial for Lutherans increased its持股比例，通过第二季度购买19,241股新股票，将Rio Tinto PLC的持股量提高到了34,580股。...
Foster Victor Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 79.2% during the third quarter of 2023, adding 527 shares to own a total of 1,192 shares worth $1 million....
Exchange Traded Concepts LLC increased its holdings of Costco Wholesale Corporation's shares (NASDAQ: COST) in the third quarter by purchasing an additional 7,116 shares, bringing their total ownershi...
Cliftonlarsonallen Wealth Advisors LLC decreased its shareholding in the iShares MSCI International Quality Factor ETF (IQLT) by 9.2% during the third quarter, selling 65,346 shares and retaining owne...