investments
155 articles • Page 3 of 4
Permanent Capital Management LP bought a new stake worth approximately $7,267,000 in the third quarter by purchasing 269,653 shares of SPDR Portfolio Long Term Treasury ETF stock....
Permanent Capital Management LP has acquired 656,678 shares of the Vanguard FTSE Developed Markets ETF (VEA) during the third quarter, with a total value of approximately $39.348 million....
Sowell Financial Services LLC increased its investment in FirstEnergy Corporation by purchasing an additional 15,469 shares during the third quarter, bringing their total holdings to 76,611 shares....
Roffman Miller Associates Inc. PA reduced its stake in Alphabet Inc.'s stock by 2.1% during the third quarter, selling 8,699 shares and holding a total of 413,232 shares valued at $100.46 million....
Seneca House Advisors has reduced its holdings in Microsoft by selling 3,049 shares in the third quarter, leaving them with a total of 28,560 shares. This reduction brings Microsoft's share down to ap...
Osaic Holdings Inc. significantly increased its holdings of Fidelity Investment Grade Bond ETF (FIGB) by purchasing an additional amount of shares in the second quarter, raising its stake by 195.5%. T...
Ellsworth Advisors LLC acquired a new stake in Expedia Group Inc. during the third quarter, purchasing 19,833 shares worth about $4.33 million. The company's stock was valued at approximately this amo...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in Pacer US Small Cap Cash Cows ETF (CALF) by selling 14,739 shares during the third quarter, resulting in a total holding o...
Harbor Capital Advisors Inc. decreased its holdings in Primoris Services Co. by 65.5% in Q3, reducing its stock from 38,006 to 13,100 shares as per the most recent Form 13F filing with the SEC....
Cwm LLC reduced its holdings of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the third quarter, reducing ownership to 4,798,004 shares after selling 443,395 shares....
Cwm LLC increased its holdings of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 3.5% during the third quarter, acquiring an additional 50,038 shares, leading to a total ownership stake of 1,484,745 sh...
Central Bank & Trust Co. reduced its holdings in NVIDIA Corporation during Q3, decreasing their stock count from 427,888 to 398,593 shares due to selling activities....
Cambridge Advisors Inc. increased its holdings by 13.9% during the third quarter by acquiring an additional 25,316 shares, bringing their total ownership to 206,939 shares....
Thrivent Financial for Lutherans decreased its investment in e.l.f. Beauty (NYSE: ELF) by 85.9% during the second quarter, as disclosed through a recent SEC filing. The financial firm's holdings were ...
Thrivent Financial for Lutherans has made a new investment of approximately $2.22 million in the Dimensional Short-Duration Fixed Income ETF (DFSD). In its latest filing with the Securities and Exchan...
Squarepoint Ops LLC has increased its stake in VEON Ltd., acquiring 13,758 shares valued at approximately $634,000 during the second quarter as per SEC filings. The investment indicates increased inte...
Squarepoint Ops LLC has recently acquired shares worth approximately $654,000 in U-Haul Holding (NASDAQ:UHAL) during the second quarter. They purchased a total of 10,801 shares according to their late...
Thrivent Financial for Lutherans reduced its holdings in iShares Semiconductor ETF (NASDAQ:SOXX) by 38.4% during the second quarter, selling 5,350 shares and retaining 8,565 shares....
Farther Finance Advisors LLC increased its holdings in iShares Gold Trust (NYSEARCA:IAU) by 24.8% during the third quarter, adding 25,146 shares to reach a total of 126,633 shares with an estimated wo...
During the third quarter, Cyndeo Wealth Partners LLC increased its holdings in Meta Platforms Inc (NASDAQ:META) by 11.4%, adding 3,404 shares to bring its total ownership of the company's stock to 33,...
Farther Finance Advisors LLC increased its holdings of Dimensional US Core Equity Market ETF (DFAU) by 11.7% in the third quarter through additional purchases of 23,255 shares....
During the third quarter, Perpetual Ltd increased its holding in RTX Corporation (NYSE:RTX) by acquiring an additional 2,937 shares, boosting its total holdings to 5,310 shares valued at $889,000....
Signal Advisors Wealth LLC purchased 6,165 shares of AstraZeneca PLC (NASDAQ: AZN) during the third quarter, with a total value of about $473,000....
Signal Advisors Wealth LLC reduced its holdings of SPDR Portfolio Aggregate Bond ETF (SPAB) by 77.7% during the third quarter, selling 54,153 shares and retaining ownership of 15,519 shares....
CHICAGO TRUST Co NA increased its holdings in AppLovin Corporation by 356% during the third quarter, purchasing an additional 2,271 shares to own a total of 2,909 shares....
Orion Portfolio Solutions LLC increased its holdings of Innovator U.S. Equity Ultra Buffer ETF - July (BATS:UJUL) by 144.9% in the second quarter, according to SEC filing. The firm's ownership now inc...
Thrivent Financial for Lutherans increased its holdings in EastGroup Properties Inc by 94.4% during the second quarter through an additional purchase of 11,496 shares....
The Pension Protection Fund increased its holdings in Zoom Communications Inc by 153.7% during the third quarter, raising its total ownership to 17,000 shares through an additional purchase of 10,300 ...
During the second quarter, Corient Private Wealth LLC increased its shareholdings of Lennar Corporation (NYSE: LEN) by purchasing an additional 5,210 shares, resulting in overall ownership of 64,302 s...
The Board of the Pension Protection Fund acquired 6,400 shares worth approximately $850,000 in DaVita Inc. during the third quarter as per its latest SEC filing. Other investors have similarly taken p...
Dynamic Advisor Solutions LLC increased its holdings of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 3.0% in the third quarter, according to a recent filing with the SEC....
Buckhead Capital Management LLC has increased its holdings in Equity Lifestyle Properties Inc. by purchasing an additional 15,673 shares during the third quarter, raising their total holdings to 58,67...
GRIMES & Co Wealth Management LLC significantly reduced its investment in lululemon athletica inc., cutting its holdings by 61.5% during the third quarter. The firm sold off 34,357 shares and now hold...
In the third quarter, the Alaska Department of Revenue increased its holdings in DXC Technology Company by 23.6%, acquiring an additional 70,782 shares to hold a total of 370,768 shares....
Farnam Financial LLC reduced its holdings of Schwab US Large-Cap ETF (symbol: SCHX) by 9.2% during Q3, selling off 52,675 shares but still owning a total of 520,427 shares....
During the third quarter, Diversified Trust Co increased its holdings in Medtronic PLC by purchasing an additional 23,906 shares. As a result, their total stock ownership reached 96,875 shares....
Iams Wealth Management LLC has significantly increased its holdings in Alphabet Inc., boosting its stake by 42.3% during the third quarter. The firm added an additional 2,280 shares to its existing po...
Deprince Race & Zollo Inc. reduced its holdings in Potlatch Corporation by 0.7% during the third quarter, selling off shares to end up with a position of 2,319,288, which it valued at $94.51 million....
Busey Bank increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) during the third quarter of 2023, adding 5,007 shares to its existing total, bringing the grand total to 35,542 shares....
Exchange Traded Concepts LLC has significantly increased its holdings of Exxon Mobil Corporation's shares by 22.3% in the third quarter of the year, adding an additional 67,902 shares to their portfol...
Thrivent Financial for Lutherans reduced its holdings in Universal Display Corporation by 32.8% during the second quarter of 2023, selling off 7,036 shares and holding onto 14,447 shares....
Foster Victor Wealth Advisors LLC increased its holdings of Johnson & Johnson stock by 3.4% during the third quarter, acquiring an additional 2,997 shares to reach a total of 90,706 shares....
Farnam Financial LLC increased its holdings of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP) by 22.4% during the third quarter, adding 39,630 shares to their existing position, according ...
Ferguson Wellman Capital Management Inc. reduced its holding in Philip Morris International Inc. by selling 125,073 shares during the third quarter, resulting in a new position of 482,127 shares....
Railway Pension Investments Ltd increased its holdings in F5, Inc. by 27% during the third quarter of the year. The firm now owns 26,330 shares after acquiring an additional 5,600 shares....
Generali Asset Management SPA SGR Acquires 6,942 Shares of Vertex Pharmaceuticals Incorporated $VRTX
During the 3rd quarter, Generali Asset Management SPA SGR increased its holdings in Vertex Pharmaceuticals Incorporated by purchasing an additional 6,942 shares, resulting in a total of 23,569 shares....
Clark Asset Management LLC increased its holdings of the Invesco BulletShares 2025 Corporate Bond ETF (BSCP) by 34.6% in Q3, adding an additional 226,794 shares to its portfolio, making it their ninth...
Deprince Race & Zollo Inc. decreased its holdings of Wells Fargo (WFC) shares by 5.2% in the third quarter, after selling 46,923 shares. The firm currently owns 852,224 shares of the financial ser...
Carnegie Investment Counsel reduced its holdings in Huntington Ingalls Industries by 2.9% during the third quarter, amounting to the sale of 1,535 shares and resulting in a total ownership stake of 51...
Canoe Financial LP has increased its stake in Willis Towers Watson Public Limited Company by purchasing an additional 22,248 shares in the third quarter. This brings their total holdings to 257,589 sh...