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2026-01-18 18:32 UTC
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Archer Daniels Midland Company $ADM Position Boosted by Generali Asset Management SPA SGR
Generali Asset Management SPA SGR increased its holdings in Archer Daniels Midland Company (ADM) shares by 146.4% in the third quarter, adding 24,946 more shares to bring their total to 41,989....
Vanguard FTSE Emerging Markets ETF $VWO Stock Holdings Raised by Cliftonlarsonallen Wealth Advisors LLC
Cliftonlarsonallen Wealth Advisors LLC increased its holdings in Vanguard FTSE Emerging Markets ETF (VWO) by 2.8% during the third quarter, purchasing an additional 76,121 shares to reach a total of 2...
Calamos Advisors LLC Sells 22,310 Shares of Deere & Company $DE
Calamos Advisors LLC reduced its holdings in Deere & Company (NYSE:DE) by selling 22,310 shares in the third quarter, decreasing their stake by 29.8%. The firm now owns 52,598 shares after this reduct...
Brookstone Capital Management Acquires 16,042 Shares of Amgen Inc. $AMGN
Brookstone Capital Management increased its shareholding in Amgen Inc. by 16,042 shares during the third quarter of 2023, raising its total holdings to 71,311 shares as part of its investment strategy...
Eric Sprott Purchases 25,000 Shares of Hycroft Mining (NASDAQ:HYMC) Stock
Eric Sprott, a major shareholder in Hycroft Mining Holding Corporation (HYMC), purchased 25,000 shares on January 9th at an average price of $27.05 per share, with the total transaction amounting to $...
Dock Street Asset Management Inc. Buys New Stake in Spotify Technology $SPOT
Dock Street Asset Management Inc., an institutional investor, acquired 31,975 shares of Spotify Technology's stock in the third quarter, which is now worth about $22.3 million and represents around 1....
Diversified Trust Co Takes Position in Columbia Sportswear Company $COLM
Diversified Trust Co acquired 11,912 shares of Columbia Sportswear Company during the third quarter, with a total investment value of approximately $623,000. This information was disclosed in their la...
Twilio Inc. $TWLO Shares Bought by Board of the Pension Protection Fund
The Pension Protection Fund's board has significantly raised its holdings of Twilio Inc (NYSE:TWLO) stock in the third quarter, marking a 108.2% increase through an additional purchase of 6,600 shares...
Delta Investment Management LLC Buys Shares of 23,612 Elevance Health, Inc. $ELV
In the third quarter, Delta Investment Management LLC acquired 23,612 shares in Elevance Health Inc., valued at approximately $7.6 million. This acquisition represents a new investment position and co...
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Calamos Wealth Management LLC
Calamos Wealth Management LLC reduced its holdings in iShares Core S&P Small-Cap ETF (IJR) by 45.7% during the third quarter, selling 242,742 shares and retaining ownership of 287,896 shares as per th...
Cwm LLC Acquires 2,010 Shares of MongoDB, Inc. $MDB
Cwm LLC increased its holdings in MongoDB, Inc by purchasing an additional 2,010 shares during the third quarter, bringing its total ownership to 18,977 shares....
Diversified Trust Co Acquires Shares of 17,057 FTAI Aviation Ltd. $FTAI
Diversified Trust Co has acquired 17,057 shares of FTAI Aviation Ltd during the third quarter, with a total acquisition value of approximately $2.846 million. This is reported in Diversified Trust's d...
249,388 Shares in MP Materials Corp. $MP Purchased by Calamos Advisors LLC
Calamos Advisors LLC acquired a new position in shares of MP Materials Corp (NYSE:MP) in the third quarter, purchasing 249,388 shares with an estimated value of $16,726,000. This purchase represents a...
Osaic Holdings Inc. Raises Position in SPDR MSCI EAFE StrategicFactors ETF $QEFA
Osaic Holdings Inc. increased its stake in the SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA) by 22.2% in the second quarter, as per SEC filings. The firm's holdings now stand at 34,717 shares af...
Canadian Natural Resources Limited $CNQ Shares Sold by Canoe Financial LP
Canoe Financial LP decreased its shareholding in Canadian Natural Resources Limited by 6.7% during the third quarter of 2021....
Anaergia Inc. (OTCMKTS:ANRGF) Short Interest Down 100.0% in December
In December, Anaergia Inc.'s (OTCMKTS:ANRGF) short interest decreased significantly from 53,906 shares to just 23 shares as of December 15th, marking a decrease of 100 percent. Before the decrease, 0....
Broadcom Inc. $AVGO Shares Sold by LVM Capital Management Ltd. MI
LVM Capital Management Ltd. MI decreased its holding in Broadcom Inc. stock by 8.1% during the third quarter, reducing holdings by selling 21,649 shares and now owning 246,484 shares as per their most...
Exchange Traded Concepts LLC Sells 128,162 Shares of Marathon Digital Holdings, Inc. $MARA
Exchange Traded Concepts LLC reduced its holdings in Marathon Digital Holdings, Inc. by 10.9% during the third quarter after selling 128,162 shares, leaving it with ownership of 1,045,049 shares....
iShares Core MSCI EAFE ETF $IEFA is Heck Capital Advisors LLC’s 6th Largest Position
Heck Capital Advisors LLC increased its holdings of iShares Core MSCI EAFE ETF (BATS: IEFA) by 4.1% in the third quarter, adding 18,284 shares to reach a total of 463,118 shares. This position is now ...
Oracle Corporation $ORCL Shares Bought by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC increased its holdings in Oracle Corporation (NYSE:ORCL) by buying an additional 6,348 shares during the third quarter, raising its total share count to 110,467 according t...
98,700 Shares in Brookdale Senior Living Inc. $BKD Bought by Delta Investment Management LLC
Delta Investment Management LLC acquired a new position in Brookdale Senior Living Inc. during the third quarter by purchasing 98,700 shares valued at approximately $836,000....
6,132 Shares in Western Digital Corporation $WDC Bought by Perpetual Ltd
Perpetual Ltd acquired additional shares of Western Digital Corporation during the third quarter, purchasing 6,132 shares valued at around $736,000. The transaction was disclosed in a recent filing wi...
Perpetual Ltd Purchases Shares of 29,707 Coterra Energy Inc. $CTRA
Perpetual Ltd has acquired a new position of 29,707 shares in Coterra Energy Inc., valued at approximately $703,000. This acquisition was reported to the Securities and Exchange Commission for the thi...
Insider Selling: AnaptysBio (NASDAQ:ANAB) Insider Sells $460,000.00 in Stock
Eric Loumeau, an insider at AnaptysBio Inc., sold 10,000 shares on December 17th at an average price of $46.00 per share, resulting in a total transaction value of $460,000. Following the sale, Loumea...
Decker Retirement Planning Inc. Purchases 4,889 Shares of GE Vernova Inc. $GEV
Decker Retirement Planning Inc. increased its holdings in GE Vernova Inc. by 11,640.5% during the third quarter. This increase was achieved through additional purchases of 4,889 shares, making their t...
Valmark Advisers Inc. Acquires New Shares in SPDR S&P 400 Mid Cap Growth ETF $MDYG
Valmark Advisers Inc. purchased new shares of the SPDR S&P 400 Mid Cap Growth ETF (symbol: MDYG) during the third quarter, acquiring 6,040 shares worth approximately $553,000....
Ferguson Wellman Capital Management Inc. Acquires 10,349 Shares of Uber Technologies, Inc. $UBER
Ferguson Wellman Capital Management Inc increased its shareholding in Uber Technologies by 1.3% in the third quarter, acquiring an additional 10,349 shares, bringing the total to 809,836 shares....
Davis Capital Management Buys New Stake in iShares Core S&P 500 ETF $IVV
Davis Capital Management bought new shares of iShares Core S&P 500 ETF (ticker: IVV) during the third quarter. The institutional investor acquired 867 shares, worth approximately $580,000, accordi...
GoalVest Advisory LLC Acquires New Shares in CAVA Group, Inc. $CAVA
GoalVest Advisory LLC has purchased 8,530 new shares of CAVA Group Inc., worth around $515,000, as reported in their latest SEC filing....
Railway Pension Investments Ltd Acquires 3,100 Shares of International Business Machines Corporation $IBM
Railway Pension Investments Ltd increased its holdings in International Business Machines Corporation by purchasing an additional 3,100 shares during the third quarter, raising its total stake to 151,...
Sunrise Realty Trust (NASDAQ:SUNS) Chairman Leonard Tannenbaum Acquires 100,000 Shares
Leonard Tannenbaum, Chairman of Sunrise Realty Trust (SUNS), purchased 100,000 shares on December 31st at an average price of $9.40 per share, totaling a transaction value of $940,000. After the purch...
Calamos Wealth Management LLC Sells 15,148 Shares of Analog Devices, Inc. $ADI
Calamos Wealth Management LLC reduced its holdings in Analog Devices Inc. by selling 15,148 shares in the third quarter, decreasing its stake by 19.9%. After the sale, Calamos holds 61,103 shares....
Fort Washington Investment Advisors Inc. OH Has $8.29 Million Position in ONEOK, Inc. $OKE
Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, has significantly increased its stake in ONEOK, Inc. (NYSE:OKE) by purchasing 69,134 shares in the third quarter. The...
Diversified Trust Co Grows Holdings in NetApp, Inc. $NTAP
Diversified Trust Co increased its investment in NetApp Inc (NASDAQ: NTAP) by 10.4% during the third quarter of 2023, adding 5,698 shares to its portfolio according to a recent filing with the SEC....
Clark Asset Management LLC Buys 71,310 Shares of Invesco BulletShares 2026 Corporate Bond ETF $BSCQ
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ: BSCQ) by purchasing an additional 71,310 shares during the third quarter. This acquisition ra...
Carnegie Investment Counsel Has $19.96 Million Stock Position in Maplebear Inc. $CART
Carnegie Investment Counsel significantly increased its stock position in Maplebear Inc., adding 247,061 shares for a total of 542,936 shares during the third quarter. This represents an 83.5% additio...
Friedenthal Financial Purchases New Shares in Exxon Mobil Corporation $XOM
Friedenthal Financial has acquired a new position in Exxon Mobil Corporation by purchasing 8,145 shares valued at approximately $918,000 during the third quarter. This information was disclosed in the...
HBK Sorce Advisory LLC Acquires Shares of 1,625 Quanta Services, Inc. $PWR
HBK Sorce Advisory LLC purchased new shares worth approximately $721,000 in Quanta Services Inc., adding 1,625 stocks to its portfolio during the third quarter as stated in a recent filing with the SE...
Suncor Energy Inc. $SU Shares Sold by Canoe Financial LP
Canoe Financial LP decreased its shareholding in Suncor Energy Inc. (NYSE:SU, TSE:SU) by 39.7% during the third quarter. The position now consists of 155,300 shares after selling 102,200 shares....
Cwm LLC Purchases 51,394 Shares of iShares 10-20 Year Treasury Bond ETF $TLH
In the third quarter, Cwm LLC increased its holdings of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by acquiring an additional 51,394 shares, bringing its total position to 1,739,131 shares....
Squarepoint Ops LLC Purchases New Stake in Farmland Partners Inc. $FPI
Squarepoint Ops LLC has acquired a new stake of 54,373 shares in Farmland Partners Inc., valued at $626,000, during the second quarter. The purchase amounts to about 0.12% ownership for Squarepoint Op...
47,424 Shares in DNOW Inc. $DNOW Purchased by Squarepoint Ops LLC
Squarepoint Ops LLC acquired new shares in DNOW Inc during the second quarter, purchasing 47,424 shares worth approximately $703,000....
Confluence Investment Management LLC Acquires 78,136 Shares of iShares MBS ETF $MBB
In the third quarter, Confluence Investment Management LLC increased its holdings in iShares MBS ETF (NASDAQ: MBB) by purchasing an additional 78,136 shares. The firm now owns a total of 366,497 share...
Cypress Point Wealth Management LLC Lowers Stake in Meta Platforms, Inc. $META
Cypress Point Wealth Management LLC reduced its investment in Meta Platforms Inc., selling 2,155 shares during the third quarter and now holding 3,774 shares. This represents a decrease of 36.3% in th...
Board of the Pension Protection Fund Takes $850,000 Position in DaVita Inc. $DVA
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...
Chapin Davis Inc. Takes Position in BlackRock Tchnlgy nd Prvt Eqty Trm Trst $BTX
Chapin Davis Inc. has acquired a new position of 93,099 shares in the BlackRock Technology and Private Equity Term Trust during the third quarter with an estimated value of $624,000....
Williams-Sonoma, Inc. $WSM Shares Sold by Railway Pension Investments Ltd
Railway Pension Investments Ltd reduced its ownership of Williams-Sonoma, Inc. shares on the NYSE by selling 10,200 shares during Q3, resulting in a new total holding of 34,900 shares....
Railway Pension Investments Ltd Raises Stock Position in NetApp, Inc. $NTAP
Railway Pension Investments Ltd has increased its holdings in NetApp Inc., marking an uptick of 6.2% in the third quarter. According to their latest filing with the SEC, they now own a total of 344,85...
Cantor Fitzgerald Investment Advisors L.P. Purchases 12,848 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in the iShares 3-7 Year Treasury Bond ETF (IEI) by 3.1% during the third quarter, adding 12,848 shares to reach a total of 432,750 sha...
Calamos Wealth Management LLC Sells 4,907 Shares of SAP SE $SAP
Calamos Wealth Management LLC reduced its holding in SAP SE by selling 4,907 shares during the third quarter, resulting in ownership of 12,971 shares....
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