investment
2600 articles • Page 7 of 52
During Q3, Diversified Trust Co increased its holdings in Merck & Co., Inc.'s shares by purchasing an additional 18,187 shares. This brings the firm's total ownership to 207,838 shares....
Diversified Trust Co increased its holdings in Abbott Laboratories by 25.1% during the third quarter of 2023, adding 18,209 shares to bring its total ownership to 90,840 shares....
Permanent Capital Management LP Invests $610,000 in International Business Machines Corporation $IBM
Permanent Capital Management LP has acquired 2,161 shares of IBM, valuing the investment at approximately $610,000 during the third quarter. This information was reported through a filing to the SEC....
Permanent Capital Management LP acquired 260,000 shares of Alight Inc., worth about $848,000, during the third quarter as per a recent filing with the Securities and Exchange Commission. The investmen...
Permanent Capital Management LP bought 20,760 new shares of The Bank of New York Mellon Corporation during the third quarter, valued at approximately $2.26 million....
Permanent Capital Management LP has acquired 7,296 shares of Vail Resorts Inc., worth approximately $1,091,000, during the third quarter as per their latest filing with the SEC. This marks a new posit...
Valley National Advisers Inc. decreased its holdings in Williams Companies, Inc. (WMB) by selling 40,062 shares during the third quarter, reducing its total ownership to 2,962 shares....
Sowell Financial Services LLC reduced its holdings in Royal Caribbean Cruises Ltd. by 29.4% in the third quarter of the year, according to SEC filings. The firm sold 4,569 shares, resulting in ownersh...
Sowell Financial Services LLC reduced its holdings of Costco Wholesale Corporation's stock by 9.9% in the third quarter, selling off 2,062 shares and leaving it with a total of 18,690 shares....
Trust Point Inc has purchased a new position in Apple Inc., acquiring 104,822 shares valued at approximately $26,691,000, making up roughly 2.2% of their portfolio as reported to the Securities and Ex...
Thomasville National Bank has decreased its holdings of Apple Inc. (NASDAQ:AAPL) by selling 6,044 shares in the third quarter, reducing their total ownership to 226,961 shares....
Bellecapital International Ltd. increased its stake in Intuitive Surgical, Inc. by 113.3% during the third quarter, as reported in their SEC filing Form 13F. The company now owns 5,410 shares post-pur...
Burns Matteson Capital Management LLC acquired 8,017 new shares of UnitedHealth Group Inc. during the third quarter, valued at approximately $2,768,000, according to their latest filing with the SEC....
Osaic Holdings Inc significantly increased its stock holdings in Wabtec during the second quarter, growing its stake by 86.7% through an additional purchase of 6,709 shares, resulting in a total owner...
According to MarketBeat's stock screener, Onto Innovation, NVE, and Nano Dimension are highlighted as key nanotechnology stocks for investors' attention today. Nanotechnology companies mainly engage i...
Breakthru Advisory Services LLC established a new stock position in NVIDIA Corporation during the third quarter of 2023. The company's latest filing with the Securities and Exchange Commission (SEC) r...
Farther Finance Advisors LLC increased its holdings of Vanguard Value ETF by 259.2% in the third quarter, acquiring an additional 207,677 shares to reach a total of 287,791 shares worth $53.67 million...
Confluence Investment Management LLC decreased its shareholding in Cisco Systems, Inc., selling 31,319 shares during the third quarter. As a result, it now owns 1,707,626 shares of the network equipme...
Perpetual Ltd has invested in McDonald’s Corporation by purchasing 2,043 shares worth around $621,000 during the third quarter. This investment is reflected in a recent filing with the Securities and ...
According to SEC filings, Perpetual Ltd has purchased 9,784 new shares of Expand Energy Corporation during the third quarter for a total investment of approximately $1,039,000....
Squarepoint Ops LLC has recently acquired 17,668 shares of ePlus inc. (NASDAQ: PLUS) stock during the second quarter as per their latest filing with the SEC. The acquisition amounts to approximately $...
Royal Bank of Canada has reaffirmed American Tower's (NYSE:AMT) stock with a 'Sector Perform' rating and set a price target of $220.00. The research note, released on Friday, was reported by Benzinga....
The Pension Protection Fund has recently purchased 20,100 shares of Delta Air Lines (DAL) stock during the third quarter for a total value of approximately $1.14 million....
Chapin Davis Inc. has purchased 38,399 shares of Seagate Technology Holdings PLC during the third quarter. This new investment is valued at approximately $9.06 million and now represents about 2.2% of...
Shares of Credit Suisse High Yield Bond Fund (DHY) declined and crossed below its 200-day moving average on Thursday. The stock, which has a 200-day moving average of $2.08, traded as low as $1.98. By...
FengHe Fund Management Pte. Ltd. has recently made a new investment in Synopsys Inc., purchasing 25,800 shares worth approximately $12.7 million in the third quarter of the current year. Synopsys now ...
During the third quarter, Fifth Third Securities Inc. reduced its holdings of SPDR S&P MidCap 400 ETF Trust (MDY) by 34.2%. The firm now owns 9,591 shares....
GRIMES & Co Wealth Management LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 7.4% during the third quarter, as per SEC filing, reducing its position to 161,297 s...
Harbor Investment Advisory LLC increased its ownership of Costco Wholesale Corporation's shares by 19% during the third quarter, adding 1,097 more shares to reach a total of 6,882. This information is...
MarketBeat's stock screener tool has identified seven oil stocks for investor attention today: Chevron, Exxon Mobil, EQT Corporation, ConocoPhillips, Schlumberger (SLB), Valero Energy, and Williams Co...
First United Bank & Trust significantly increased its holdings in GE Vernova Inc., raising its stake by 1,006 shares after acquiring an additional 925 shares during the third quarter. This move reflec...
Financial Advisory Partners LLC reduced its holding of Broadcom Inc.'s shares by 14.8% in the third quarter by selling 4,521 shares. The firm now owns 26,095 shares, which constitutes Broadcom as thei...
HB Wealth Management LLC increased its holdings in Broadcom Inc. by 9.5% during the third quarter, acquiring an additional 20,142 shares to reach a total of 233,068 shares....
Financial Futures Limited Liability Company increased its holdings of JPMorgan Income ETF (NYSEARCA:JPIE) in the third quarter by acquiring an additional 12,995 shares. Their total stake now stands at...
Financial Futures Ltd Liability Co increased its holdings in Dimensional International Value ETF by 6.2% in the third quarter, acquiring an additional 11,495 shares to bring total ownership to 196,937...
First United Bank & Trust significantly increased its holdings of Nexstar Media Group Inc by 2,309.5% during the third quarter through the acquisition of an additional 2,425 shares, resulting in total...
Financial Futures Ltd Liability Co increased its holdings in JPMorgan Ultra-Short Income ETF by 287.4% in the third quarter, purchasing an additional 46,002 shares to bring its total ownership to 62,0...
Financial Futures Ltd Liability Co increased its stock holdings in the JPMorgan U.S. Quality Factor ETF (symbol: JQUA) during the third quarter, raising its position by 18.6%. The company owns 55,416 ...
Crew Capital Management Ltd has acquired a new position amounting to 2,059 shares in Synopsys, Inc., with a total value of approximately $1.016 million, as reported in the most recent SEC filing. This...
In the third quarter, Crew Capital Management Ltd increased its stake in Advanced Micro Devices Inc by purchasing 7,572 shares worth approximately $1.225 million....
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY) by purchasing an additional 186,060 shares during the third quarter. The firm's total sha...
GRIMES & Co WEALTH MANAGEMENT LLC decreased its stake in Hewlett Packard Enterprise Company by 12.7% during the third quarter, selling 117,617 shares to hold 806,980 shares....
Elemental Capital Partners LLC acquired 135,186 shares of Credo Technology Group Holding Ltd. (NASDAQ: CRDO) during the third quarter, with a total value of approximately $19,684,000....
First Horizon Corporation has acquired a new position in the iShares MSCI EAFE Value ETF with 24,508 shares worth approximately $1.66 million during the third quarter, according to SEC filings....
Legacy Trust increased its holdings of iShares Core S&P 500 ETF (IVV) during the third quarter by adding 1,423 shares. This purchase raises their total ownership to 37,407 shares. The information is b...
In the third quarter, New York State Teachers Retirement System decreased its holdings in Axon Enterprise Inc by 1.9%, selling 1,191 shares and retaining a total of 62,616 shares....
Narwhal Capital Management increased its holding in Visa Inc. by purchasing an additional 9,649 shares during the third quarter, raising its total holdings to 59,895 shares. This acquisition represent...
The New York State Teachers Retirement System decreased its holding in Motorola Solutions, Inc. by selling 14,692 shares during the third quarter, reducing its total holdings to 118,228 shares worth a...
Sumitomo Mitsui DS Asset Management increased its holdings in Visa Inc. by 2.9% during the third quarter, as reported in their latest SEC filing. The investment firm now owns 519,206 shares of Visa....
The State of Alaska Department of Revenue has acquired 59,182 shares in Block Inc., valued at approximately $4,277,000, during the third quarter as reported through its SEC filing. This marks the depa...