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2026-03-07 23:06 UTC
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49 articles

Cibc World Market Inc. Has $32.28 Million Position in DoorDash, Inc. $DASH
CIBC World Market Inc. has significantly increased its holdings in DoorDash, purchasing an additional 110,269 shares in the third quarter, which resulted in a total of 118,674 shares worth approximate...
Amazon.com, Inc. $AMZN Shares Acquired by MinichMacGregor Wealth Management LLC
MinichMacGregor Wealth Management LLC increased its holdings in Amazon.com Inc shares by 49.2% during the third quarter of the year, adding an additional 2,634 shares to reach a total of 7,989 shares ...
Optimize Financial Inc Invests $441,000 in Johnson & Johnson $JNJ
Optimize Financial Inc has acquired 2,377 shares of Johnson & Johnson stock worth around $441,000 during the third quarter. This investment was disclosed in a recent filing with the SEC....
Construction of National Central Medical Center Begins with $13.6 Billion Investment
The construction of South Korea's National Central Medical Center has commenced after securing a financial investment of approximately $13.6 billion (1.8 trillion won). The project is expected to sign...
Illinois Municipal Retirement Fund Has $7.74 Million Stock Holdings in Copart, Inc. $CPRT
The Illinois Municipal Retirement Fund has increased its stock holdings of Copart Inc. by 24% during the third quarter, now owning 172,170 shares worth approximately $7.74 million....
LPL Financial Holdings Inc. $LPLA Shares Acquired by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund has increased its shareholdings in LPL Financial Holdings Inc., as per an SEC filing. The firm now owns 21,729 shares of the financial services company after pur...
Cibc World Market Inc. Grows Stock Holdings in Invesco CurrencyShares Japanese Yen Trust $FXY
CIBC World Market Inc. increased its holdings in Invesco CurrencyShares Japanese Yen Trust by 26.1% in the third quarter, as reported in a recent filing with the SEC....
CENTRAL TRUST Co Grows Stock Holdings in Capital Group International Focus Equity ETF $CGXU
CENTRAL TRUST Co increased its stake in CGXU by 15% in the third quarter of 2023, according to new SEC filing. The fund added another 21,570 shares to its existing hold of 144,274 shares....
Assetmark Inc. Buys 24,187 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Assetmark Inc increased its shareholding in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 5%, purchasing an additional 24,187 shares in the third quarter. Assetmark now holds a total of 512,...
Atria Investments Inc Raises Position in Prologis, Inc. $PLD
Atria Investments Inc has raised its position in Prologis, Inc., with an increase of 11.5% during the third quarter, following the purchase of an additional 11,967 shares of the company's stock for a ...
QV Investors Inc. Has $16.44 Million Position in Amazon.com, Inc. $AMZN
In the third quarter, QV Investors Inc. reduced its holdings in Amazon.com (NASDAQ:AMZN) by selling 5,220 shares, leaving it with a total of 74,850 shares valued at approximately $16.44 million....
Edgemoor Investment Advisors Inc. Buys New Holdings in Micron Technology, Inc. $MU
Edgemoor Investment Advisors Inc. has acquired a new stake in Micron Technology during the third quarter of 2023. The company reported this acquisition to the SEC, detailing that they have purchased 1...
Foresight Group Ltd Liability Partnership Lowers Stake in Kilroy Realty Corporation $KRC
Foresight Group Ltd Liability Partnership reduced its holdings in Kilroy Realty Corporation by 41.4% in the third quarter of the year, as reported to the Securities and Exchange Commission. The firm n...
Triglav Investments D.O.O. Grows Holdings in Salesforce Inc. $CRM
Triglav Investments D.O.O. increased its holdings in Salesforce Inc. by 27.8% during the third quarter through additional purchases of 15,504 shares, bringing their total to 71,238 shares as reported ...
J.W. Cole Advisors Inc. Acquires 2,769 Shares of Johnson & Johnson $JNJ
J.W. Cole Advisors Inc. increased its holdings in Johnson & Johnson by 2.2% in the third quarter through additional purchases of 2,769 shares, bringing its total ownership to 130,934 shares....
Visa Inc. $V Shares Sold by Homestead Advisers Corp
Homestead Advisers Corp reduced its holdings of Visa Inc. (NYSE:V) by 2.0% in the third quarter, selling off 6,000 shares and retaining 295,874 shares according to SEC filings....
Apple Inc. $AAPL Stake Lifted by Prosperitas Financial LLC
Prosperitas Financial LLC increased its stake in Apple Inc. by 4.7% in Q3, acquiring an additional 2,251 shares for a total of 50,135 shares as reported to the SEC....
CENTRAL TRUST Co Has $689,000 Stake in JPMorgan Realty Income ETF $JPRE
CENTRAL TRUST Co significantly increased its stake in the JPMorgan Realty Income ETF (NYSEARCA:JPRE) during Q3, raising holdings by over 100% to reach ownership of 14,369 shares....
Caprock Group LLC Invests $1.83 Million in Starbucks Corporation $SBUX
Caprock Group LLC purchased 20,726 shares of Starbucks Corporation stock valued at approximately $1.828 million during the third quarter, according to recent SEC filings....
Illinois Municipal Retirement Fund Purchases 7,619 Shares of lululemon athletica inc. $LULU
According to its recent filing with the Securities and Exchange Commission, Illinois Municipal Retirement Fund increased its investment in lululemon athletica Inc. by an additional 22.9% through the p...
First Citizens Bank & Trust Co. Has $62.33 Million Stock Holdings in Amazon.com, Inc. $AMZN
First Citizens Bank & Trust Co. increased its holdings in Amazon.com by 4.4% in the third quarter, acquiring an additional 12,016 shares to total 283,865 shares worth $62.33 million....
Atria Investments Inc Has $7.50 Million Position in Novartis AG $NVS
Atria Investments Inc increased its stake in Novartis AG by purchasing an additional 5,179 shares during the third quarter, bringing their total holdings to 58,465 shares valued at approximately $7.5 ...
Atria Investments Inc Grows Holdings in Waste Management, Inc. $WM
Atria Investments Inc increased its holdings in Waste Management (NYSE:WM) by 16% in the third quarter, acquiring an additional 4,196 shares to reach a total of 30,475 shares. This information was dis...
Apple Inc. $AAPL Shares Bought by Axecap Investments LLC
Axecap Investments LLC increased its holding of Apple Inc shares by 63.8% during the third quarter after purchasing an additional 3,660 shares, bringing its total to 9,393 shares. These holdings now c...
Atria Investments Inc Buys 1,184 Shares of CrowdStrike $CRWD
Atria Investments Inc increased its holdings in CrowdStrike by acquiring an additional 1,184 shares during the third quarter, bringing its total ownership to 11,650 shares....
Caprock Group LLC Takes $1.73 Million Position in Tyson Foods, Inc. $TSN
During the third quarter, Caprock Group LLC purchased 30,123 shares of Tyson Foods Inc., with a total value of approximately $1,725,000, according to their filing with the Securities and Exchange Comm...
Caprock Group LLC Takes Position in Zoetis Inc. $ZTS
Caprock Group LLC acquired 20,840 shares of Zoetis Inc., valued at around $3.27 million, during the third quarter as reported in their latest SEC filing....
Caprock Group LLC Invests $3.01 Million in SPDR Portfolio S&P 500 Growth ETF $SPYG
In the third quarter, Caprock Group LLC invested $3,006,000 to acquire a new position of 30,219 shares in the SPDR Portfolio S&P 500 Growth ETF. This information was disclosed through their recent For...
Atria Investments Inc Has $12.61 Million Stock Position in Palantir Technologies Inc. $PLTR
During the third quarter, Atria Investments Inc increased its holdings in Palantir Technologies Inc (NASDAQ:PLTR) through an additional purchase of 17,847 shares, bringing its total stock position to ...
Ashton Thomas Private Wealth LLC Has $36.15 Million Position in JPMorgan Chase & Co. $JPM
Ashton Thomas Private Wealth LLC increased its holding in JPMorgan Chase & Co. by 33.7% during the third quarter, adding 28,913 shares to its existing portfolio of 114,616 shares as per recent regulat...
Assetmark Inc. Has $337.85 Million Holdings in Vanguard Total Stock Market ETF $VTI
Assetmark Inc. reduced its holdings in Vanguard Total Stock Market ETF (VTI) by 2.8% in the third quarter, selling 29,903 shares and retaining ownership of 1,029,487 shares....
Cornerstone Investment Partners LLC Buys 35,000 Shares of Applied Materials, Inc. $AMAT
Cornerstone Investment Partners LLC increased its holding in Applied Materials Inc. by purchasing an additional 35,000 shares during the third quarter, resulting in a total ownership of 380,494 shares...
Caprock Group LLC Takes Position in Corning Incorporated $GLW
In the third quarter, Caprock Group LLC acquired 40,896 shares of Corning Incorporated's stock, valued at approximately $3,355,000. This is noted in their latest SEC filing....
Caprock Group LLC Acquires New Holdings in Applied Materials, Inc. $AMAT
During the third quarter, Caprock Group LLC purchased 25,092 shares of Applied Materials Inc., valued at approximately $5,137,000. This new acquisition was disclosed with the Securities and Exchange C...
18,358 Shares in Expedia Group, Inc. $EXPE Acquired by Caprock Group LLC
Caprock Group LLC purchased 18,358 shares of Expedia Group Inc. stock during the third quarter, valued at about $3.95 million, as reported in its recent SEC filing (Form 13F)....
Caisse Des Depots ET Consignations Invests $1.64 Million in Cloudflare, Inc. $NET
In the third quarter of 2022, Caisse Des Dépôts ET Consignations purchased a new stake valued at approximately $1.636 million in Cloudflare Inc., acquiring 7,624 shares....
Hubbell Inc $HUBB Shares Acquired by Envestnet Asset Management Inc.
Envestnet Asset Management Inc increased its holding of Hubbell Inc (NYSE:HUBB) stock in the third quarter, acquiring an additional 3,542 shares to reach a total of 89,729 shares....
Wesbanco Bank Inc. Sells 1,270 Shares of Tesla, Inc. $TSLA
During the third quarter, Wesbanco Bank Inc. reduced its stake in Tesla Inc. by selling 1,270 shares, bringing their ownership to 55,877 shares....
Cooper Capital Advisors LLC Boosts Stock Holdings in Microsoft Corporation $MSFT
Cooper Capital Advisors LLC increased its holdings in Microsoft Corporation by acquiring an additional 1,555 shares during the third quarter, resulting in a total of 13,819 shares. This represents a 1...
Jones Financial Companies Lllp Has $10.89 Million Holdings in Amgen Inc. $AMGN
Jones Financial Companies LLLP has boosted its holdings in Amgen Inc (NASDAQ: AMGN) by purchasing an additional 6,115 shares in the third quarter. The firm now owns a total of 39,778 shares which repr...
Balboa Wealth Partners Has $523,000 Holdings in Applied Materials, Inc. $AMAT
Balboa Wealth Partners reduced its holdings in Applied Materials by 68.2% during the third quarter, selling 5,465 shares and retaining ownership of 2,554 shares....
J.Safra Asset Management Corp Has $11.24 Million Stake in Microsoft Corporation $MSFT
J.Safra Asset Management Corp increased its stake in Microsoft Corporation (MSFT) by 17.8% in the third quarter, adding an additional 3,278 shares to bring their total holdings to 21,707 shares....
Atria Investments Inc Has $4.35 Million Stock Holdings in iShares MSCI ACWI ex U.S. ETF $ACWX
Atria Investments Inc increased its stock holdings of the iShares MSCI ACWI ex U.S. ETF by 43% in the third quarter through an additional purchase of 20,087 shares, bringing total ownership to 66,846 ...
Atria Investments Inc Sells 1,044 Shares of Deere & Company $DE
Atria Investments Inc reduced its holdings in Deere & Company by 5.8% during the third quarter, as reported to the SEC. The company now owns 16,883 shares after selling 1,044 shares....
Alphabet Inc. $GOOGL Shares Bought by Hollencrest Capital Management
Hollencrest Capital Management increased its stake in Alphabet Inc. (NASDAQ:GOOGL) during the third quarter by acquiring an additional 8,582 shares, bringing their total to 325,663 shares....
Atria Investments Inc Cuts Stock Holdings in RTX Corporation $RTX
Atria Investments Inc reduced its holdings in Raytheon Technologies Corporation (NYSE:RTX) by 6.6% during the third quarter, selling 5,288 shares which left it with ownership of 74,840 shares....
Aspire Capital Advisors LLC Raises Stock Holdings in Vanguard High Dividend Yield ETF $VYM
Aspire Capital Advisors LLC increased its holdings of Vanguard High Dividend Yield ETF (NYSEARCA: VYM) by 44% during the third quarter, adding 12,080 shares to reach a total of 39,556 shares....
Thrivent Financial for Lutherans Sells 1,308,463 Shares of Fortinet, Inc. $FTNT
In the 3rd quarter, Thrivent Financial for Lutherans reduced its holdings of Fortinet Inc by selling 1,308,463 shares, resulting in ownership of only 152,193 shares. This represents an 89.6% decrease....
First Fiduciary Investment Counsel Inc. Sells 6,862 Shares of Cisco Systems, Inc. $CSCO
First Fiduciary Investment Counsel Inc. reduced its stake in Cisco Systems, Inc. by selling 6,862 shares in the third quarter, resulting in ownership of 179,302 shares....