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3244 articles • Page 17 of 65

Farmers & Merchants Investments Inc. Has $31.73 Million Holdings in Lowe’s Companies, Inc. $LOW
Farmers & Merchants Investments Inc. reduced its stock holdings of Lowe's Companies by 3.3% in the third quarter, following the sale of 4,293 shares, leaving them with 126,247 shares....
Farmers & Merchants Investments Inc. Sells 2,894 Shares of Union Pacific Corporation $UNP
Farmers & Merchants Investments Inc. reduced its holdings of Union Pacific Corporation by selling 2,894 shares in the third quarter. This decrease brings the total number of shares held to 81,407....
Valmont Industries, Inc. $VMI Position Lessened by Copeland Capital Management LLC
Copeland Capital Management LLC has decreased its holdings in Valmont Industries Inc (NYSE: VMI) during the third quarter by selling 9,779 shares. The sale brought the fund's ownership down to 222,154...
Copeland Capital Management LLC Sells 24,825 Shares of Landstar System, Inc. $LSTR
Copeland Capital Management LLC reduced its holdings in Landstar System Inc. by 5.8% during the third quarter, offloading 24,825 shares to a remaining position of 400,618 shares....
Boston Trust Walden Corp Grows Stock Position in Thermo Fisher Scientific Inc. $TMO
Boston Trust Walden Corp increased its holdings in Thermo Fisher Scientific by 1490% in the third quarter of 2023, raising its total to 40,100 shares following an additional purchase of 37,578 shares....
Boston Trust Walden Corp Trims Stake in Eversource Energy $ES
Boston Trust Walden Corp has decreased its holdings of Eversource Energy by 26.4% during the third quarter, reducing its ownership to 704,842 shares after disposing 252,290 shares....
Agree Realty (NYSE:ADC) Director John Rakolta, Jr. Purchases 15,000 Shares of Stock
John Rakolta Jr., a director of Agree Realty Corporation (NYSE:ADC), purchased 15,000 shares on December 24th at an average price of $72.18 per share, totalling $1,082,700. Post transaction, he owned ...
Merus (NASDAQ:MRUS) Major Shareholder A/S Genmab Buys 15,710 Shares
A/S Genmab, major shareholder of Merus N.V. (NASDAQ:MRUS), purchased 15,710 shares on December 22nd at an average cost of $97 per share, leading to a total transaction value of $1,523,870....
Allarity Therapeutics, Inc. (NASDAQ:ALLR) Short Interest Down 21.9% in December
Short interest for Allarity Therapeutics, Inc., trading on NASDAQ under symbol ALLR, decreased by 21.9% from November to mid-December, dropping to 265,860 shares with short coverage at 1.7% of total s...
iShares MSCI ACWI ETF $ACWI Stock Position Trimmed by Bricktown Capital LLC
Bricktown Capital LLC has reduced its holdings of iShares MSCI ACWI ETF (NASDAQ:ACWI) in the third quarter, cutting 94,518 shares. This downscaling decreases their ownership to 177,429 shares....
Baron Wealth Management LLC Raises Stock Holdings in MFS Active International ETF $MFSI
Baron Wealth Management LLC increased its holdings of MFS Active International ETF (MFSI) by 3.5% in the third quarter, adding 32,729 shares to reach a total of 957,013 shares....
Diversified Trust Co Acquires 15,487 Shares of IQVIA Holdings Inc. $IQV
Diversified Trust Co increased its holdings in IQVIA Holdings Inc. by purchasing an additional 15,487 shares in the third quarter. Total ownership now stands at 42,579 shares, marking a 57.2% stake in...
Diversified Trust Co Boosts Stake in Adobe Inc. $ADBE
Diversified Trust Co increased its holdings in Adobe Inc., with an additional purchase of 1,571 shares during the third quarter, boosting its total stake to 11,207 shares....
Diversified Trust Co Boosts Stock Position in Aon plc $AON
Diversified Trust Co increased its holdings in Aon plc (NYSE:AON) by 69.5% during the third quarter, as per a recent SEC filing. The fund's stock count rose to 12,686 shares with an additional purchas...
GE Aerospace $GE Shares Acquired by Diversified Trust Co
Diversified Trust Co increased its holdings in GE Aerospace shares on NYSE-GE by 21.3% during the third quarter through additional purchases of 5,625 shares, raising its total to 32,021 shares....
Capital Group U.S. Small and Mid Cap ETF $CGMM Stake Raised by Ergawealth Advisors Inc.
Ergawealth Advisors Inc. increased its holdings in the Capital Group U.S. Small and Mid Cap ETF (ticker: CGMM) by 244% during the third quarter, according to a recent filing with the SEC....
Ergawealth Advisors Inc. Purchases 131,412 Shares of Capital Group Core Equity ETF $CGUS
Ergawealth Advisors Inc. increased its持股比例,在第三季度通过购买额外的131,412股,将其在Capital Group核心股票ETF(代码:NYSEARCA: CGUS)中的股份增加到165,554股。此信息来自该公司向美国证券交易委员会提交的最近年度13F表格文件。...
Vanguard Small-Cap ETF $VB Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC has increased its holdings of Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.6% during the third quarter, adding an additional 12,087 shares to its portfolio....
Clark Asset Management LLC Grows Position in Vanguard Mortgage-Backed Securities ETF $VMBS
During Q3 2023, Clark Asset Management LLC boosted its holdings of the Vanguard Mortgage-Backed Securities ETF (VMBS) by acquiring an additional 27,734 shares. This increment has raised their total ow...
Clark Asset Management LLC Purchases 109,193 Shares of Invesco BulletShares 2027 Corporate Bond ETF $BSCR
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2027 Corporate Bond ETF by purchasing an additional 109,193 shares during the third quarter. This acquisition raised their tot...
Bravias Capital Group LLC Increases Holdings in Vanguard Information Technology ETF $VGT
Bravias Capital Group LLC reported an increase of 6.1% in its holdings of Vanguard Information Technology ETF (Ticker: VGT) during the third quarter by purchasing an additional 684 shares, making thei...
Toy Stocks Worth Watching – December 29th
MarketBeat's stock screener highlights Toyota Motor, Hasbro, and Mattel as significant toy stocks to monitor today. The term 'toy stocks' is used colloquially for securities that are traded for specul...
Grocery Stocks Worth Watching – December 29th
Conagra Brands, CAVA Group, Maplebear, BJ's Wholesale Club, Casey's General Stores, Albertsons Companies, and United Natural Foods are highlighted as grocery stocks to keep an eye on today by MarketBe...
Cognizant Technology Solutions (NASDAQ:CTSH) Director Michael Patsalos-Fox Sells 3,000 Shares
Michael Patsalos-Fox, a director at Cognizant Technology Solutions (CTSH), sold 3,000 shares on December 22nd, 2014. The sale was made at an average price of $85.15 per share, totalling $255,450. Foll...
Fintech Stocks To Consider – December 29th
According to MarketBeat's stock screener tool, Society Pass, Rocket Companies, Kaspi.kz, UP Fintech, and DeFi Development are highlighted as key fintech stocks to watch on December 29th. These compani...
Ecommerce Stocks To Research – December 29th
MarketBeat's stock screener highlights seven E-commerce stocks for research: Walmart, GameStop, GigaCloud Technology, Pattern Group, ContextLogic, WM Technology, and PSQ....
Sowell Financial Services LLC Boosts Stock Position in Invesco S&P 500 Equal Weight ETF $RSP
Sowell Financial Services LLC increased its holdings in the Invesco S&P 500 Equal Weight ETF by acquiring an additional 3,829 shares during the third quarter of 2021. This constitutes a 23.2% increase...
Costco Wholesale Corporation $COST Shares Sold by Valley National Advisers Inc.
Institutional investor Valley National Advisers Inc. has significantly reduced its holdings of Costco Wholesale (NASDAQ: COST) by selling 2,052 shares in the third quarter. As a result, the firm curre...
Arvest Investments Inc. Purchases 5,197 Shares of NVIDIA Corporation $NVDA
Arvest Investments Inc. increased its shareholding in NVIDIA Corporation by 25.1% during the third quarter through an additional purchase of 5,197 shares, bringing their total holding to 25,917 shares...
Kempner Capital Management Inc. Acquires New Position in Eli Lilly and Company $LLY
During the third quarter, Kempner Capital Management Inc. acquired a new position in Eli Lilly and Company by purchasing 2,520 shares with a total value of approximately $1,923,000 as reported in thei...
Mezzasalma Advisors LLC Sells 756 Shares of Eli Lilly and Company $LLY
Mezzasalma Advisors LLC reduced its holdings in Eli Lilly and Company by selling 756 shares during the third quarter, decreasing its stake by 12.4%. As a result, the firm now holds 5,365 shares....
Sapient Capital LLC Reduces Holdings in Walmart Inc. $WMT
Sapient Capital LLC decreased its holdings in Walmart Inc. by 3.6% during the third quarter, selling off 14,391 shares and retaining 386,726 shares of the company's stock as reported to the SEC....
Perigon Wealth Management LLC Increases Holdings in Costco Wholesale Corporation $COST
Perigon Wealth Management LLC increased its holdings of Costco Wholesale Corporation stock by 4.2% in the third quarter, acquiring an additional 925 shares, bringing their total to 22,928 shares....
AbbVie Inc. $ABBV Shares Sold by Sapient Capital LLC
Sapient Capital LLC reduced its stake in AbbVie Inc. (NYSE: ABBV) during the third quarter of 2023, selling 8,543 shares and holding 219,951 shares after this transaction, which now constitutes about ...
Perigon Wealth Management LLC Increases Stake in Walmart Inc. $WMT
Perigon Wealth Management LLC increased its holdings in Walmart Inc. by 26.9% during the third quarter of 2023. The company added 37,037 shares to its existing portfolio, bringing the total number of ...
Sowell Financial Services LLC Sells 8,716 Shares of AbbVie Inc. $ABBV
Sowell Financial Services LLC decreased its holdings in AbbVie Inc (NYSE:ABBV) by 14.1% during the third quarter, after selling 8,716 shares; it now owns 53,225 shares....
Sowell Financial Services LLC Lowers Holdings in Abbott Laboratories $ABT
Sowell Financial Services LLC reduced its holdings of Abbott Laboratories (NYSE: ABT) by 24.8% during the third quarter by selling 5,924 shares, leaving them with a total of 17,966 shares....
Perigon Wealth Management LLC Sells 63,433 Shares of iShares MSCI EAFE Growth ETF $EFG
Perigon Wealth Management LLC reduced its holdings of iShares MSCI EAFE Growth ETF (BATS:EFG) by 55.6% during the third quarter, selling 63,433 shares to hold a new total of 50,728 shares as noted in ...
2,250 Shares in Reddit Inc. $RDDT Bought by Permanent Capital Management LP
Permanent Capital Management LP has acquired 2,250 shares of Reddit Inc., valued at about $517,000, during the third quarter as per recent SEC filings....
Permanent Capital Management LP Makes New $811,000 Investment in CocaCola Company (The) $KO
Permanent Capital Management LP has reported acquiring 12,140 shares of The Coca-Cola Company (NYSE:KO) during the third quarter, valued at approximately $811,000. This new position was disclosed via ...
Permanent Capital Management LP Invests $826,000 in S&P Global Inc. $SPGI
Permanent Capital Management LP acquired 1,698 shares of S&P Global Inc., valued at roughly $826,000, during the third quarter. This represents the firm's new position in the business services company...
27,651 Shares in Aramark $ARMK Acquired by Permanent Capital Management LP
Permanent Capital Management LP purchased 27,651 shares of Aramark (NYSE: ARMK) in the third quarter, with a total value of approximately $1 million. The company has disclosed this information through...
Permanent Capital Management LP Buys New Holdings in iShares MSCI ACWI ETF $ACWI
Permanent Capital Management LP increased its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by buying 54,862 shares worth approximately $7.584 million during the third quarter....
Permanent Capital Management LP Invests $1.22 Million in Jbs N.V. $JBS
Permanent Capital Management LP acquired 81,797 shares of JBS N.V., worth approximately $1.22 million, during the latest financial quarter, as detailed in their SEC filing....
Permanent Capital Management LP Invests $1.10 Million in General Motors Company $GM
Permanent Capital Management LP has acquired 18,067 shares of General Motors stock during the third quarter, with a total value of approximately $1.102 million....
167,295 Shares in O-I Glass, Inc. $OI Purchased by Permanent Capital Management LP
Permanent Capital Management LP purchased new shares worth approximately $2.17 million in O-I Glass, Inc. during the third quarter of the year....
Marriott International, Inc. $MAR Shares Sold by Valley National Advisers Inc.
Valley National Advisers Inc. significantly reduced its stake in Marriott International by 94.5% in the third quarter of the year, selling approximately 7,692 shares and retaining only 450 shares....
Valley National Advisers Inc. Sells 6,787 Shares of Quanta Services, Inc. $PWR
Valley National Advisers Inc. reduced its investment in Quanta Services by selling 6,787 shares during the third quarter. As a result of this transaction, the firm now holds 279 shares of Quanta Servi...
Valley National Advisers Inc. Sells 52,166 Shares of Fastenal Company $FAST
Valley National Advisers Inc. reduced its holdings in Fastenal Company by 97%, selling 52,166 shares and holding only 1,638 shares after the transaction....
Perigon Wealth Management LLC Has $4.56 Million Stock Position in iShares Bitcoin Trust ETF $IBIT
Perigon Wealth Management LLC increased its holdings of iShares Bitcoin Trust ETF (NASDAQ: IBIT) by 80.6% during the third quarter, according to recent SEC filings, and now owns 70,142 shares....
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