investment
2600 articles • Page 9 of 52
Heck Capital Advisors LLC increased its holdings in iShares MBS ETF (MBB) by purchasing an additional 77,257 shares during the third quarter, bringing their total to 144,185 shares....
Heck Capital Advisors LLC acquired 129,155 shares of the VanEck Onchain Economy ETF valued at approximately $5.284 million during Q3 2023, according to their recent SEC filing....
In the 3rd quarter, D.A. Davidson & Co. reduced its holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 27.2%, owning 142,893 shares after the transaction as documented in th...
Ferguson Wellman Capital Management Inc. reduced its holdings of Walmart Inc.'s shares by 1.1% during the third quarter after selling 12,855 shares. The firm now owns a total of 1,115,714 shares of Wa...
Ferguson Wellman Capital Management Inc. increased its holdings in Kinder Morgan, Inc. by 2.8% during the third quarter of 2023 after acquiring an additional 19,203 shares, bringing their total to 695...
Cerity Partners LLC has increased its holdings in Snowflake Inc. (SNOW) by 13.2% in the third quarter through additional purchases of 15,254 shares. The fund now owns a total of 130,803 shares....
Ferguson Wellman Capital Management Inc. increased its position in Emerson Electric Co. stock by 2.2% in the third quarter of the year, as reported in their latest SEC filing. They now own a total of ...
Ferguson Wellman Capital Management Inc. increased its holdings in American Electric Power Company (AEP) by 52.1% during the third quarter, acquiring an additional 291,506 shares....
Foster & Motley Inc. increased its holdings of Applied Materials Inc. shares (NASDAQ: AMAT) by 17.1% in the third quarter, adding 2,598 shares to reach a total of 17,781 shares....
Dock Street Asset Management Inc. reduced its holdings of Mastercard Incorporated (NYSE:MA) stock by selling 982 shares in the third quarter, resulting in a total of 76,480 shares held....
Elk River Wealth Management LLC increased its ownership of VictoryShares Core Plus Intermediate Bond ETF (UBND) in the third quarter as per SEC filing, raising holdings by 8.2%. Post-acquisition, it n...
Ferguson Wellman Capital Management Inc. decreased its stake in Abbott Laboratories by 21.6% during the third quarter of 2023, according to SEC filings. They now hold 186,305 shares following a reduct...
Cerity Partners LLC decreased its holdings in Vanguard Consumer Staples ETF (VDC) by 8.6% during the third quarter. The reduction involved selling 12,002 shares, leaving them with a total of 128,296 s...
Compass Minerals International's stock price hit a new 52-week high on Wednesday, trading as high as $23.10 before closing at $22.679 with nearly one million shares exchanged....
CoreCap Advisors LLC increased its holdings in Palo Alto Networks Inc.'s stock by acquiring an additional 2,987 shares during the third quarter. The investment firm now owns a total of 9,694 shares as...
Ferguson Wellman Capital Management Inc. has acquired a new stake of 156,021 shares in NRG Energy Inc., valued at approximately $25.27 million during the third quarter, according to recent SEC filing....
According to recent Securities and Exchange Commission filings, Cardinal Capital Management reduced its holdings in Curtiss-Wright Corporation by 1,366 shares during the third quarter, bringing the to...
Clear Harbor Asset Management LLC reduced its holding in Axis Capital Holdings Limited by 21% during the third quarter through selling 15,654 shares, as reported to the SEC. The firm now owns 58,833 s...
Clear Harbor Asset Management LLC significantly increased its holdings in fair Isaac Corporation by purchasing an additional 1,621 shares during the third quarter, raising the total to 1,858 shares....
Clear Harbor Asset Management LLC decreased its holdings of Ready Capital Corp's stock (NYSE:RC) by 44.6% in the third quarter due to a sale of 757,720 shares, resulting in ownership of 940,000 shares...
Clear Harbor Asset Management LLC increased its holdings in TPG Inc.'s shares by 84.9% in the third quarter of 2023, adding 65,387 more shares to reach a total of 142,372 shares, according to their la...
Sapient Capital LLC reported an increase of 4.4% in its stake in Amazon.com, Inc., by purchasing additional 23,337 shares during the third quarter, bringing its total holdings to 552,161 shares and co...
Hilltop Wealth Advisors LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 168.8% during the third quarter, as reported to the SEC. The firm's investment grew from previous levels with ...
Manitou Investment Management Ltd. increased its holdings in Amazon.com by purchasing an additional 4,574 shares during the third quarter, bringing its total stake to 215,470 shares or 8.3% of its por...
Chicago Capital LLC reduced its position in Salesforce Inc. by selling 151,060 shares during the third quarter, leaving them with 42,967 shares of the CRM provider's stock....
Chicago Capital LLC has purchased 90,462 shares of Netskope Inc., valued at around $2,056,000, as per their latest SEC filing for the third quarter....
Chicago Capital LLC reduced its holdings in Uber Technologies by selling 11,953 shares during the third quarter, resulting in an ownership position of 1,296,152 shares. This is a decrease of 0.9% from...
Community Trust & Investment Co. has recently purchased 4,295 shares of the Vanguard Growth ETF (VUG) in the third quarter, with a total valuation of approximately $2,060,000. This acquisition was dis...
Bouvel Investment Partners LLC has acquired a new position in Snowflake Inc., acquiring 25,020 shares valued at approximately $5.64 million during the third quarter....
D.A. Davidson & CO. increased its stock position in Honeywell International Inc. by 4.7% during the third quarter, adding an additional 2,569 shares to its holdings of 57,095 shares....
In the third quarter, Merit Financial Group LLC reduced its holdings of Global X Uranium ETF (symbol: URA) by 45.9%, selling off 21,031 shares to retain ownership of 24,815 shares....
Regent Peak Wealth Advisors LLC acquired a new position in Microsoft Corporation (MSFT) during the third quarter, acquiring 26,837 shares worth approximately $13.9 million, which represents about 2.7%...
During the third quarter, Merit Financial Group LLC reduced its stock holdings of Hartford Municipal Opportunities ETF (HMOP) by 64.9%, as disclosed in a recent 13F filing with the SEC. The institutio...
Merit Financial Group LLC has acquired 12,034 shares of SouthState Bank Corporation during the third quarter, valued at approximately $1,190,000. This information was disclosed in a filing with the Se...
During the third quarter, Miracle Mile Advisors LLC decreased its holdings of iShares ESG Advanced MSCI USA ETF (USXF) by 76.7%, selling 16,988 shares to retain ownership of 5,149 shares....
Community Trust & Investment Co. has recently purchased shares of Fiserv, Inc., a provider of business services, adding 77,992 new shares worth approximately $10.055 million during the third quarter. ...
In the third quarter, Community Trust & Investment Co purchased 9,822 shares in iShares Core MSCI EAFE ETF (BATS:IEFA), worth approximately $858,000. This was disclosed through a filing with the Secur...
During the third quarter, Cynosure Group LLC decreased its holding of iShares Core S&P 500 ETF (IVV) by selling 5,218 shares, reducing its total stake to 39,599 shares. The sale was reported in a fili...
On Monday, Nuveen Credit Strategies Income Fund (NYSE: JQC) experienced its stock price exceeding the 50-day moving average of $5.06. The shares traded at a high of $5.06 with a closing value of $5.05...
GoalVest Advisory LLC has increased its holdings in the iShares Core MSCI EAFE ETF (IEFA) by purchasing an additional 15,277 shares during the third quarter. Their total ownership now stands at 121,67...
Glass Wealth Management Co LLC increased its holdings of Chevron Corporation (NYSE: CVX) stock by 15.5% in the third quarter. The firm's updated Form 13F filing with the SEC reveals that it now holds ...
WT Wealth Management decreased its stake in Walmart Inc. by selling 5,911 shares, reducing its holdings from the previous quarter to 26,777 shares of Walmart stock. This action is documented in WT Wea...
Railway Pension Investments Ltd increased its holdings in Palo Alto Networks Inc. by purchasing an additional 470,100 shares in the third quarter, raising its total holding to 921,506 shares....
Sandy Cove Advisors LLC reduced its holdings of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) in the third quarter, selling 69,909 shares and retaining only 10,727 shares. This represents a decrease of ...
West Paces Advisors Inc. has increased its holdings of the iShares 7-10 Year Treasury Bond ETF (IEF) by purchasing an additional 21,060 shares in the third quarter, bringing their total ownership to 2...
WestEnd Advisors LLC increased its holdings in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by 10.4% during the third quarter, acquiring an additional 64,578 shares and owning a total of 687,5...
Letson Investment Management Inc. has reduced its holdings of Trane Technologies plc (NYSE:TT) stock in the third quarter by 24.4%, selling a total of 4,085 shares and retaining ownership of 12,647 sh...
SigFig Wealth Management LLC增持了iShares核心标普500ETF（纽约股票交易所代码：IVV）的股份，增加了15.9%。截至最近提交给SEC的季度报告，在第三季度该公司买入额外的9,095股后，现持有66,125股。...
Mechanics Bank Trust Department reduced its shareholding in Costco Wholesale Corporation by 4.2% during the third quarter, selling 714 shares to end up with a holding of 16,284 shares....
WestEnd Advisors LLC reduced its holdings of iShares MSCI Emerging Markets Asia ETF (NASDAQ:EEMA) in the third quarter, selling 20,564 shares, resulting in ownership of 1,834,663 shares....