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2026-01-18 23:08 UTC
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2600 articles • Page 6 of 52

Avanza Fonder AB Has $5.89 Million Holdings in Snowflake Inc. $SNOW
Swedish institutional investor Avanza Fonder AB increased its holdings in Snowflake Inc by 27.1% during the third quarter of 2023, marking an acquisition of additional 5,568 shares to total ownership ...
Arthur J. Gallagher & Co. $AJG Shares Bought by Brookstone Capital Management
Brookstone Capital Management raised its investment in Arthur J. Gallagher & Co. (NYSE: AJG) by 33.6% during the third quarter, as reported in their recent SEC filing. Their ownership now includes 51,...
Brookstone Capital Management Boosts Stake in Innovator U.S. Equity Power Buffer ETF – July $PJUL
Brookstone Capital Management significantly increased its stake in the Innovator U.S. Equity Power Buffer ETF - July by 876.3% during Q3, increasing its holdings from 81,656 shares to 797,215 shares....
First PREMIER Bank Increases Stock Holdings in Dimensional International Core Equity Market ETF $DFAI
First PREMIER Bank increased its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) by 39.1% during the third quarter, adding 14,299 shares to reach a total of 50,914 shares....
City of London (LON:CTY) Sets New 52-Week High – Here’s What Happened
On Tuesday, shares of City of London (LON:CTY) reached a new 52-week high, trading as high as GBX 532 and closing at GBX 528 with a total volume of 900,861 shares. Previously the stock closed at GBX 5...
Orion Porfolio Solutions LLC Acquires Shares of 28,195 Rocket Lab Corporation $RKLB
Orion Portfolio Solutions LLC has acquired new shares worth approximately $1,009,000 in Rocket Lab Corporation (NASDAQ: RKLB) during the second quarter. The portfolio now holds 28,195 shares of the ro...
iShares Global Energy ETF $IXC Position Cut by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its holdings of iShares Global Energy ETF (IXC) by 50.4% in the second quarter, according to their latest SEC filing. The firm now holds 55,612 shares after se...
Vanguard S&P 500 ETF $VOO is Cliftonlarsonallen Wealth Advisors LLC’s Largest Position
Cliftonlarsonallen Wealth Advisors LLC increased its holdings in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 33,801 shares during the third quarter, reaching a total of 2,019,365 shares...
Coho Partners Ltd. Has $29.72 Million Stake in W.R. Berkley Corporation $WRB
In the third quarter of 2023, Coho Partners Ltd. decreased its holding in W.R. Berkley Corporation (NYSE:WRB) by selling 293,301 shares. Following this reduction, they now hold 387,851 shares valued a...
Novogen (NASDAQ:KZIA) & Opthea (NASDAQ:OPT) Head to Head Analysis
The article provides a comparative analysis of Novogen and Opthea based on multiple factors such as valuation, risk, earnings, profitability, analyst recommendations, institutional ownership, and divi...
VanEck High Yield Muni ETF $HYD Shares Acquired by Cliftonlarsonallen Wealth Advisors LLC
Cliftonlarsonalan LLC increased their holdings of VanEck's High Yield Municipal Bond ETF (HYD) by 126.3% during the third quarter, purchasing an additional 48,767 shares to reach a total of 87,373 sha...
Goldman to ramp up investment in Japan’s mid-cap companies
Goldman Sachs plans to significantly increase its investments and acquisitions in Japan's mid-sized company sector over the next decade with an estimated allocation of $5.1 billion....
Osaic Holdings Inc. Lowers Stock Holdings in Roblox Corporation $RBLX
During the second quarter, Osaic Holdings Inc. decreased its stock holdings in Roblox Corporation by 22.2%, selling 18,559 shares to end up with a total of 65,015 shares as per their filing with the S...
Vanguard Growth ETF $VUG Stock Position Lowered by Cornerstone Management Inc.
Cornerstone Management Inc. decreased its holdings of Vanguard Growth ETF (VUG) by 7.1% in the third quarter, down from previous levels through a sale of 25,128 shares, resulting in total ownership of...
Delta Air Lines, Inc. $DAL Shares Bought by Osaic Holdings Inc.
Osaic Holdings Inc. has increased its holdings of Delta Air Lines shares on the NYSE by purchasing an additional 59,313 shares in the second quarter, bringing their total to 213,025 shares....
Osaic Holdings Inc. Has $10.50 Million Holdings in Innovator U.S. Equity Buffer ETF – December $BDEC
During the 2nd quarter, Osaic Holdings Inc. increased its holdings of Innovator U.S. Equity Buffer ETF – December (BATS:BDEC) by 22.2%, raising its stock ownership to 232,536 shares....
Osaic Holdings Inc. Acquires 2,163 Shares of Transdigm Group Incorporated $TDG
Osaic Holdings Inc. increased its holdings in Transdigm Group Incorporated by purchasing an additional 2,163 shares during the second quarter. This purchase brings Osaic's total ownership to 6,379 sha...
Orion Porfolio Solutions LLC Purchases New Shares in Alger AI Enablers & Adopters ETF $ALAI
Orion Portfolio Solutions LLC increased its holdings of Alger AI Enablers & Adopters ETF (NYSEARCA: ALAI) by acquiring 52,877 shares worth approximately $1.63 million in the second quarter....
Orion Porfolio Solutions LLC Invests $1.97 Million in StoneX Group Inc. $SNEX
Orion Portfolio Solutions LLC acquired 21,633 shares of StoneX Group Inc., valued at approximately $1.97 million, in the second quarter as per their 13F filing with the SEC....
Squarepoint Ops LLC Invests $1.35 Million in MSC Industrial Direct Company, Inc. $MSM
Squarepoint Ops LLC has acquired 15,903 shares of MSC Industrial Direct Company, Inc., with a total value of approximately $1,352,000, according to its most recent filing with the Securities and Excha...
Squarepoint Ops LLC Purchases 98,552 Shares of Orthofix Medical Inc. $OFIX
Squarepoint Ops LLC increased its stake in Orthofix Medical Inc. by 515.6% during the second quarter, as reported in its latest 13F filing with the SEC. The firm now holds 117,666 shares after buying ...
Board of the Pension Protection Fund Acquires New Shares in Warner Bros. Discovery, Inc. $WBD
The Pension Protection Fund has increased its stake in Warner Bros. Discovery, Inc., purchasing 53,200 shares valued at approximately $1.039 million during the third quarter....
Bartlett & CO. Wealth Management LLC Raises Stock Position in Palo Alto Networks, Inc. $PANW
Bartlett & CO. Wealth Management LLC significantly increased its ownership of Palo Alto Networks Inc stock by 4878.7% during the third quarter, as reported in their Form 13F filing with the SEC. The f...
BDF Gestion Trims Stake in American Express Company $AXP
BDF Gestion has reduced its stake in American Express (NYSE: AXP) by selling 2,682 shares during the third quarter, resulting in a decrease of 17.2%. The firm now owns 12,892 shares valued at a specif...
China slowdown deepens as investment falls
The economic growth of China is showing signs of further deterioration due to a decline in investment activities. This indicates an increasingly challenging environment for the Chinese economy....
Dynamic Advisor Solutions LLC Purchases 14,626 Shares of Vanguard Total Bond Market ETF $BND
Dynamic Advisor Solutions LLC increased its holdings of the Vanguard Total Bond Market ETF (NASDAQ:BND) by purchasing an additional 14,626 shares in the third quarter. The firm now owns a total of 501...
Dynamic Advisor Solutions LLC Grows Holdings in iShares Core MSCI EAFE ETF $IEFA
In the third quarter of 2021, Dynamic Advisor Solutions LLC increased its investment in iShares Core MSCI EAFE ETF by acquiring an additional 12,569 shares. This resulted in the firm holding a total o...
Chesley Taft & Associates LLC Takes Position in Medtronic PLC $MDT
Chesley Taft & Associates LLC acquired 11,237 shares of Medtronic PLC in the third quarter, valued at approximately $1 million. This new position has been disclosed in a recent filing with the SEC by ...
Continuum Advisory LLC Makes New $1.63 Million Investment in nVent Electric PLC $NVT
In the third quarter of 2023, Continuum Advisory LLC made an investment in nVent Electric PLC (NYSE: NVT) by purchasing 16,528 shares at a value of approximately $1,630,000....
Mid Cap Stocks To Keep An Eye On – January 2nd
MarketBeat recommends five Mid Cap stocks for investors to consider on January 2nd: ProShares UltraPro Short QQQ, Direxion Daily TSLA Bull 2X Shares, Ondas Holdings Inc., D-Wave Quantum Corp and Appli...
Decker Retirement Planning Inc. Buys New Position in Oracle Corporation $ORCL
During the third quarter, Decker Retirement Planning Inc purchased 2,449 shares of Oracle Corporation's stock for approximately $689,000. This marks a new position taken by the company....
Harbor Investment Advisory LLC Reduces Holdings in Intuitive Surgical, Inc. $ISRG
Harbor Investment Advisory LLC reduced its shares of Intuitive Surgical, Inc. by 29.2% in the third quarter, selling 1,600 shares and holding 3,879 shares according to a recent SEC filing....
First Horizon Corp Purchases New Stake in First Horizon Corporation $FHN
First Horizon Corp acquired 104,407 shares of First Horizon Corporation's stock in the third quarter, valued at approximately $2,361,000, according to a recent Form 13F filing with the SEC....
UBS conveys upbeat note on Chinese stocks in 2026 as global investors seek diversification
UBS Group expressed confidence in the outlook for Chinese stocks in 2026, highlighting China's role as a significant alternative for global investors diversifying away from overvalued US equities. Fac...
Simon Quick Advisors LLC Purchases 2,480 Shares of Alphabet Inc. $GOOGL
Simon Quick Advisors LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by purchasing an additional 2,480 shares during the third quarter. This raised their total ownership to 20,477 shares....
Barrick Mining Corporation $B Shares Purchased by FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd. has increased its stake in Barrick Mining Corporation by 19.4% during the third quarter, raising its position to 1,172,300 shares as reported in their latest SEC filin...
‘Uninvestable’: Trump’s Venezuela pitch to oil executives yields no promises
During a meeting with oil industry leaders where President Donald Trump attempted to encourage investment in Venezuela’s struggling oil sector, the U.S. CEOs praised Trump's actions but did not make a...
Clarity Wealth Advisors LLC Purchases 27,096 Shares of Fidelity Total Bond ETF $FBND
In its most recent filing with the SEC, Clarity Wealth Advisors LLC reported a 17.8% increase in its holdings of Fidelity Total Bond ETF (NYSEARCA: FBND) during the third quarter by purchasing an addi...
Heck Capital Advisors LLC Cuts Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Heck Capital Advisors LLC reduced its holdings of the iShares 0-3 Month Treasury Bond ETF by selling 32,209 shares, resulting in a 28.1% decrease during the third quarter. The firm now owns 82,306 sha...
CWA Asset Management Group LLC Has $2.23 Million Stock Holdings in GE Vernova Inc. $GEV
CWA Asset Management Group LLC increased its holdings in GE Vernova Inc (GEV) by purchasing an additional 1,211 shares during the third quarter. This raised its total stock ownership to 3,630 shares v...
Railway Pension Investments Ltd Has $11.24 Million Stock Position in VeriSign, Inc. $VRSN
Railway Pension Investments Ltd increased its stock position in VeriSign Inc.'s shares by 11% during the third quarter, adding 4,000 shares to reach a total holding of 40,200 shares....
Global Retirement Partners LLC Boosts Position in iShares MSCI EAFE ETF $EFA
Global Retirement Partners LLC increased its holdings of iShares MSCI EAFE ETF by 26.1% during the third quarter, acquiring an additional 10,032 shares to own a total of 48,460 shares....
Retirement Financial Solutions LLC Takes Position in Avantis U.S. Small Cap Equity ETF $AVSC
Retirement Financial Solutions LLC has acquired 280,924 shares of Avantis U.S. Small Cap Equity ETF (AVSC) in the third quarter of this year, totaling approximately $16 million, making up about 9.8% o...
Goldman seeks to raise $500 million for Japan real estate fund
Goldman Sachs is targeting a raise of $500 million towards its real estate fund in Japan. The firm has been pitching investors over the past few months, capitalizing on the recovering property market ...
Asset Management One Co. Ltd. Cuts Stake in Union Pacific Corporation $UNP
Asset Management One Co. Ltd. decreased its holdings in Union Pacific Corporation by 2.0% during the third quarter of 2021, selling 4,989 shares and retaining ownership of 249,614 shares....
Ferrovial SE $FER Shares Purchased by Generali Asset Management SPA SGR
In the third quarter, Generali Asset Management SPA SGR increased its holdings in Ferrovial SE (NASDAQ:FER) by 183%, acquiring an additional 30,143 shares, resulting in a total of 46,617 shares....
CV Advisors LLC Invests $698,000 in Spotify Technology $SPOT
CV Advisors LLC acquired 1,000 shares of Spotify Technology (SPOT) during the third quarter for a total investment value of approximately $698,000. This purchase constitutes 0.2% of CV Advisors' inves...
Vanguard Mortgage-Backed Securities ETF $VMBS is Cantor Fitzgerald Investment Advisors L.P.’s 5th Largest Position
Cantor Fitzgerald Investment Advisors L.P. increased its stake in Vanguard Mortgage-Backed Securities ETF (VMBS) by 2% during the third quarter, adding 17,205 shares to reach a total of 872,171 shares...
Delta Investment Management LLC Lowers Stake in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Delta Investment Management LLC decreased its holdings in JPMorgan's Nasdaq Equity Premium Income ETF (JEPQ) by 76% in the third quarter, reducing its ownership to 24,701 shares after selling 78,101 s...
Parker-Hannifin Corporation $PH Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its holdings of Parker-Hannifin Corporation (NYSE:PH) by 27.2% during the third quarter, selling 11,110 shares to hold a total of 29,769 shares....
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