investment
2600 articles • Page 52 of 52
Foster Victor Wealth Advisors LLC increased its holdings of The Home Depot Inc.'s stock by 5.5% during the third quarter, adding an additional 2,324 shares to bring their total ownership to 44,340 sha...
Meadowbrook Wealth Management LLC has acquired a new position in Visa Inc., purchasing 6,868 shares worth approximately $2,345,000 during the third quarter. This investment now constitutes around 2.4%...
Osaic Holdings Inc reduced its stake in Targa Resources Inc (NYSE:TRGP) by 50.2% during Q2, having sold 40,772 shares to retain ownership of 40,464 shares....
In the third quarter, Sound Income Strategies LLC reduced its holdings in NextEra Energy Inc., selling 13,285 shares and holding 22,614 shares of the utilities company's stock....
Foster Victor Wealth Advisors LLC increased its stock holdings of AbbVie Inc (NYSE: ABBV) by 4.2% during the third quarter, adding an additional 3,209 shares to reach a total holding of 79,462 shares....
Secure Asset Management LLC increased its holdings in Exxon Mobil Corporation by 18.7% during the third quarter through an additional purchase of 4,375 shares, bringing their total to 27,763 shares....
Meadowbrook Wealth Management LLC has bought 5,370 shares of Broadcom Inc., valued at approximately $1.772 million, in the third quarter. This new position represents about 1.8% of the fund's portfoli...
Independence Bank of Kentucky increased its holdings in Exxon Mobil Corporation by 22% during the third quarter, adding 7,890 shares to bring its total stake to 43,785 shares....
Clarius Group LLC decreased its holdings by 25.9% during the third quarter, selling 1,070 shares of the Vanguard Information Technology ETF (ETF), resulting in ownership of 3,066 shares....
During the third quarter, Exchange Traded Concepts LLC reduced its holdings of Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) by 32.8%, selling 224,396 shares and retaining ownership of 458,762 shares....
FC Advisory LLC decreased its holdings of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) by 4.5% in the third quarter through a sale of 4,408 shares, reducing their stake to 93,928 shares....
Osaic Holdings Inc. increased its holdings of LULU's stock by 28.8% during the second quarter, adding 8,797 shares to reach a total of 39,299 shares....
During Q3, Congress Asset Management reduced its stake in Costco Wholesale Corporation by 0.7%, selling 1,679 shares and now holding a total of 222,685 shares of the retailer's stock....
Thrivent Financial for Lutherans has increased its shareholdings in Unifirst Corporation by 94% during the second quarter, adding 10,367 shares to reach a total of 21,390 shares....
Thrivent Financial for Lutherans acquired new shares of Affirm Holdings Inc., amounting to 52,964 shares with a total value close to $3.65 million during the second quarter of this year, according to ...
In the second quarter, Thrivent Financial for Lutherans decreased its holdings in Stanley Black & Decker Inc. (NYSE:SWK) by selling shares to own a total of 55,886 shares valued at $3.79 million....
Dynamic Advisor Solutions LLC increased its holdings of iShares MSCI EAFE ETF (EFA) in the third quarter by acquiring an additional 5,638 shares, raising its total stake to 33,486 shares....
Canandaigua National Bank & Trust Co. increased its stake in NVIDIA Corporation (NASDAQ: NVDA) by 7.8% in the third quarter, as per recent SEC filings. The bank now owns 65,854 shares following an acq...
Fiduciary Alliance LLC increased its stake in Tesla Inc by 9% during the third quarter through additional purchases of 2,358 shares, bringing the total holdings to 28,665 shares....
Dynamic Advisor Solutions LLC increased its holdings of Dimensional International Core Equity 2 ETF by purchasing an additional 16,516 shares during the third quarter. This represents a 17.6% increase...
Cooper Financial Group increased its shareholdings in Tesla, Inc., by 5.2% during the third quarter of 2023, adding an additional 1,726 shares to their total inventory of 35,187 shares....
During the third quarter, the Czech National Bank increased its holdings in The Sherwin-Williams Company by 4.5%, acquiring an additional 2,537 shares to reach a total of 58,892 shares....
Fermata Advisors LLC decreased its holdings of Fidelity Total Bond ETF (NYSEARCA:FBND) by 84.5% during the third quarter, as reported to the Securities and Exchange Commission. The firm now owns 6,429...
Buckhead Capital Management LLC increased its holdings in PepsiCo Inc by buying an additional 5,206 shares during the 3rd quarter, bringing its total ownership to 36,508 shares....
Contravisory Investment Management Inc. acquired 3,025 shares of TE Connectivity Ltd., an electronics company, in the third quarter, as per their latest SEC filing. The acquisition is valued at about ...
The Pension Protection Fund reduced its holdings of Flex Ltd. shares by 32.8% during the third quarter via减持施乐公司(FLEX)的股份15,600股，目前持有该科技公司的股票共31,900股。...
Decker Retirement Planning Inc reduced its holdings in the iShares Russell 2000 ETF (NYSEARCA:IWM) by selling 30,771 shares in the third quarter. This left them with a remaining stake of merely 126 sh...
GRIMES & Co Wealth Management LLC reduced its holdings of T. Rowe Price Group Inc (NASDAQ: TROW) by 9.2% in the third quarter, selling 12,571 shares and retaining 124,640....
The State of Alaska Department of Revenue increased its holdings in Centene Corporation (NYSE:CNC) by 28% in the third quarter, adding 24,177 shares to bring its total ownership to 110,386 shares....
Dock Street Asset Management Inc. increased its holdings of iShares 1-3 Year Treasury Bond ETF (SHY) by purchasing an additional 6,130 shares during the third quarter, raising its total ownership to 1...
Gateway Investment Advisers LLC has reduced its stake in Walmart Inc. by 3.7% in the third quarter, shedding 31,362 shares to hold a total of 807,379 shares, which represent about 0.8% of their portfo...
WestEnd Advisors LLC increased its stake in Thermo Fisher Scientific Inc. during Q3 by acquiring 2,701 additional shares, raising their total holdings to 88,193 shares....
McElhenny Sheffield Capital Management LLC reduced its holdings in Tesla Inc. by selling 1,189 shares during the third quarter, resulting in ownership of 1,134 shares....
Econ Financial Services Corp increased its stake in Salesforce Inc. (NYSE:CRM) by 46.4% in the third quarter, as reported in Form 13F to the SEC. The firm now holds 7,670 shares of CRM stock after pur...
Calamos Wealth Management LLC increased its stock holdings in Walmart Inc. by purchasing an additional 10,304 shares during the third quarter, amounting to a total of 272,462 shares. This represents a...
In the third quarter of 2023, Cantor Fitzgerald Investment Advisors LP reduced its stake in Schwab U.S. Large-Cap ETF (ticker: SCHX) by selling off 331,190 shares, resulting in a current holdings amou...
Chris Bulman Inc reduced its holdings in iShares Russell 2000 ETF (IWM) by selling 2,293 shares in the third quarter. The company now owns 10,729 shares....
In the third quarter, Bricktown Capital LLC purchased 22,496 shares in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA: BIL), with a total value of approximately $2.064 million....
Permanent Capital Management LP has newly invested in Costco Wholesale Corporation by purchasing 944 shares worth approximately $874,000 during the third quarter of 2023. This information is based on ...
E. Ohman J or Asset Management AB increased its holdings in Intuitive Surgical, Inc. by 4.1% in the third quarter of the year by purchasing an additional 1,123 shares for a total of 28,306 shares....
Deprince Race & Zollo Inc. reduced its holdings in QUALCOMM Incorporated by selling 3,044 shares in the third quarter, according to a recent Form 13F filing with the SEC. The firm now holds 149,132 sh...
During the third quarter, Cwm LLC increased its holdings in Walmart Inc.'s shares by purchasing an additional 229,220 shares, resulting in a total ownership of 1,175,703 shares. This marks a 24.2% inc...
Canoe Financial LP increased its stake in Colgate-Palmolive Company (CL) by 23.3% in the third quarter, according to a recent SEC filing. The firm now holds 99,646 shares after purchasing an additiona...
Canoe Financial LP reduced its holdings of NIKE, Inc. by 8.3% in the third quarter, selling off 9,200 shares to own a total of 101,620 shares....
During the third quarter, Cwm LLC decreased its holdings of iShares Core Total USD Bond Market ETF by selling 266,369 shares, resulting in a remaining ownership of 17,108,743 shares....
Cwm LLC decreased its holdings in JPMorgan Equity Premium Income ETF (JEPI) by selling 13,284 shares during the third quarter. As a result of this transaction, Cwm LLC now owns 1,947,086 shares....
Squarepoint Ops LLC decreased its holding of Equity Lifestyle Properties' (NYSE: ELS) shares by 89.6% in the second quarter as per a recent SEC filing. The firm reduced their ownership to 10,903 share...
Thrivent Financial for Lutherans has purchased a new stake of 17,623 shares in the Vanguard S&P Mid-Cap 400 Growth ETF (IVOG), valued at approximately $1.99 million, as reported to the SEC in their la...
Eldred Rock Partners LLC increased its holdings in Cummins Inc. by purchasing an additional 4,186 shares, making the total holding of the firm 38,817 shares and representing 4.1% of their portfolio as...
Bennett Selby Investments LP reported an increase of 44.5% in its holdings of Eli Lilly and Company (NYSE:LLY) during the third quarter, as disclosed in a recent filing with the SEC. The firm's positi...