investments
155 articles • Page 2 of 4
GRIMES & Co Wealth Management LLC reduced its holdings of Paychex Inc., a business services provider, by selling 10,933 shares during the third quarter. This reduction resulted in the firm now holding...
The Oregon Public Employees Retirement Fund increased its holdings in Broadridge Financial Solutions Inc stock during the third quarter of 2021 by purchasing an additional 3,248 shares, raising their ...
During the third quarter, Cerity Partners LLC increased its holdings of AppLovin Corporation by 6.3%, adding 1,318 shares to reach a total of 22,260 shares....
GoalVest Advisory LLC increased its investment in Goldman Sachs Physical Gold ETF (NYSEARCA:AAA) by acquiring an additional 70,129 shares during the third quarter. This represents a growth of 103.7%. ...
Railway Pension Investments Ltd increased its shareholding in Bristol Myers Squibb Company by acquiring an additional 40,300 shares in the third quarter. The total holdings now stand at 1,139,600 shar...
Calamos Wealth Management LLC has significantly reduced its stake in Datadog Inc (NASDAQ: DDOG) in the third quarter, decreasing holdings by 69.6% to 39,699 shares after selling 90,691 shares....
Ascent Group LLC has increased its holdings in IBM by 28% during the third quarter of the year, adding 4,297 shares to bring their total to 19,670 shares....
Viking, ZIM Integrated Shipping Services, and Frontline are recommended shipping stocks to watch according to MarketBeat's stock screener tool. These companies operate in the marine transportation ind...
During the third quarter, Diversified Trust Co increased its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by purchasing an additional 12,891 shares. This raised their total ownership to 379,...
In the second quarter, Osaic Holdings Inc. increased its holdings of Labcorp's shares by purchasing an additional 4,690 shares, bringing the total to 38,620 shares as per their filing with the SEC....
The Pension Protection Fund purchased 40,100 shares of Halliburton Company stock worth approximately $986,000 during the third quarter. This investment was reported to the SEC through a 13F filing....
Flower City Capital purchased 4,044 shares of Chevron Corporation stock valued at approximately $628,000 in the third quarter, according to their most recent SEC filing....
CoreCap Advisors LLC increased its holding in Tesla Inc. by 5.6% during the third quarter, adding an additional 1,780 shares to reach a total of 33,559 shares. The portfolio's value now stands at $14....
Harbor Investment Advisory LLC increased its holdings in Capital One Financial Corporation by 114.2% in the third quarter, according to recent SEC filings. The investment firm now owns 7,232 shares af...
GRIMES & Co Wealth Management LLC increased its holdings of McDonald's Corp stock by 20.4% in the 3rd quarter, adding approximately 2,567 shares to reach a total ownership of 15,152 shares....
In Q3 2022, Citizens Financial Group Inc. increased its holdings in CrowdStrike by 128.4%, buying an additional 3,382 shares for a total ownership of 6,015 shares....
GRIMES & Co Wealth Management LLC increased its investment in JPMorgan International Research Enhanced Equity ETF (JIRE) by 40.3% during the third quarter, purchasing additional shares to hold a total...
The Oregon Public Employees Retirement Fund increased its holdings in Carnival Corporation by 36.7% during the third quarter. This increase included an acquisition of 33,327 additional shares, bringin...
Trilogy Capital Inc. increased its holdings of iShares MBS ETF (NASDAQ:MBB) by 33.2% in the third quarter, adding an additional 5,479 shares to reach a total of 21,980 shares, as reported in their lat...
During the 3rd quarter, Generali Asset Management SPA SGR increased its holdings in Alphabet Inc. (NASDAQ: GOOGL) by purchasing an additional 4,615 shares, resulting in a total of 497,788 shares....
According to its latest 13F filing with the Securities and Exchange Commission, FengHe Fund Management Pte. Ltd. has reduced its stake in semiconductor company Marvell Technology, Inc. (NASDAQ: MRVL) ...
Rokmaster Resources Corp., listed on the Canadian Securities Exchange with the stock symbol CVE:RKR, experienced a significant rise of 33.3% in trading over the weekend. During mid-day trading, the hi...
Foronjy Financial LLC purchased 1,656 shares of Alphabet Inc.'s stock during the third quarter, with a total value of approximately $403,000 as shown in their latest filing with the Securities and Exc...
Heck Capital Advisors LLC significantly increased its holdings in iShares 1-3 Year Treasury Bond ETF (SHY) by 488.8% during the third quarter, acquiring an additional 115,344 shares to own a total of ...
Dock Street Asset Management Inc. has acquired 7,731 shares in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) during Q3 as reported in its submission of Form 13F to the SEC, valuing their ne...
CoreCap Advisors LLC reduced its investment in Ford Motor Company by selling 58,033 shares during the third quarter, resulting in a total of 117,575 shares held....
During the third quarter, Goldstone Financial Group LLC increased its holdings of Alphabet Inc.'s (NASDAQ:GOOGL) shares by purchasing an additional 2,381 shares. The company now owns a total of 15,942...
Merit Financial Group LLC bought 34,389 shares of Chewy Inc. (NYSE: CHWY) worth about $1.39 million, as per a recent filing with the SEC....
Merit Financial Group LLC increased its holdings in Carlisle Companies Incorporated (NYSE: CSL) by purchasing an additional 1,560 shares during the third quarter, raising its total ownership to 3,683 ...
Gateway Investment Advisers LLC has decreased its shareholding in NextEra Energy Inc. by 20.2% during the third quarter of 2023, selling 19,862 shares to retain a total ownership of 78,498 shares as p...
Railway Pension Investments Ltd decreased its holdings in PTC Inc by 91.5% during the third quarter. The company's stake stands at 15,426 shares after selling 166,900 shares....
Global Retirement Partners LLC increased its holdings of the iShares Core S&P 500 ETF (ticker: IVV) by 4.4% during Q3, purchasing an additional 6,144 shares to bring its total number of shares held to...
GoalVest Advisory LLC increased its holdings of The Estee Lauder Companies Inc. (NYSE: EL) shares by 465.3% in the third quarter, purchasing an additional 7,910 shares to own a total of 9,610 shares a...
WestEnd Advisors LLC increased its stake in the Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter. The institutional investor now holds a total of 1,390,364 shares after acquiring...
Railway Pension Investments Ltd increased its shareholding in AbbVie Inc. by 33% in the third quarter, adding 211,800 shares to reach a total of 853,949 shares....
Railway Pension Investments Ltd increased its holdings in Ross Stores, Inc. by 103.3% during the third quarter of 2023, acquiring an additional 9,300 shares to a total of 18,300 shares....
Railway Pension Investments Ltd increased its holdings in S&P Global Inc. (NYSE: SPGI) by 76% during the third quarter, adding 141,300 shares to reach a total of 327,200 shares....
Davis Capital Management has purchased 32,482 shares of Cisco Systems Inc., valued at approximately $2.2 million, increasing its stake in the company by about 1.5% as per the latest 13F filing with th...
Institutional investor, Diversified Trust Co., reduced its holdings in Brady Corporation (NYSE:BRC) by 48.7% during the third quarter. The firm sold 7,555 shares, leaving them with 7,950 shares....
Ethic Inc. has acquired 87,456 shares of Flowers Foods valued at approximately $1,141,000 during the third quarter, as reported in its most recent SEC filing....
Diversified Trust Co decreased its holdings in MetLife Inc by selling 23,301 shares during the third quarter, reducing its ownership to 8,301 shares. The institutional investor reported this informati...
The article contrasts two small-cap services companies, Medirom Healthcare Technologies and Regis, focusing on analyst recommendations, institutional ownership, earnings, profitability, valuation, div...
According to MarketBeat's stock screener tool, CAVA Group, Albertsons Companies, and Casey's General Stores are the top grocery stocks to watch today. These companies operate in supermarkets, grocery ...
Calamos Wealth Management LLC increased its holding of Caterpillar Inc. (NYSE: CAT) by 38% during the third quarter, adding 1,136 shares to a total position of 4,122 shares valued at $1.97 million....
Confluence Investment Management LLC reduced its holdings of Microsoft Corp (NASDAQ: MSFT) by 2.1% during the third quarter by selling 3,405 shares, resulting in an ownership of 161,782 shares....
Fort Washington Investment Advisors Inc. OH Buys 123,912 Shares of Merit Medical Systems, Inc. $MMSI
Fort Washington Investment Advisors Inc. in Ohio increased its holdings in Merit Medical Systems Inc (NASDAQ: MMSI) during the third quarter of the year. After purchasing an additional 123,912 shares,...
Farmers & Merchants Investments Inc. reduced its holdings of Amphenol Corporation by 6.5% during the third quarter by selling 24,767 shares, resulting in an ownership of 355,321 shares....
Diversified Trust Co increased its stake in AutoZone Inc (NYSE:AZO) by 11% in the third quarter by purchasing an additional 340 shares, bringing the total to 3,429....
Japanese beverage company Yomeishu has entered into exclusive negotiations with private equity firm KKR as part of a broader trend toward corporate buyouts in Japan due to recent governance reforms....
Permanent Capital Management LP acquired 5,990 shares of Northern Trust Corporation's stock in the third quarter, valued at approximately $811,000. This information was disclosed through a Form 13F fi...