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2026-03-08 01:15 UTC
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1008 articles • Page 20 of 21

Cibc World Market Inc. Invests $6.99 Million in Xcel Energy Inc. $XEL
Cibc World Market Inc. has purchased 86,726 shares of Xcel Energy Inc., valued at approximately $6.99 million, during the third quarter according to its latest SEC filing....
First Trust Dorsey Wright Focus 5 ETF $FV Shares Bought by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC increased its holdings of First Trust Dorsey Wright Focus 5 ETF (NASDAQ: FV) by 88.2% in the third quarter, according to SEC filing....
Assetmark Inc. Reduces Stock Position in Linde PLC $LIN
During the third quarter, Assetmark Inc. reduced its investment in Linde PLC by selling 2,513 shares, resulting in a new total of 63,604 shares....
Lincoln National Corporation $LNC Shares Sold by Illinois Municipal Retirement Fund
During the third quarter, Illinois Municipal Retirement Fund decreased its holdings of Lincoln National Corporation shares by selling 35,995 shares, leaving it with a total of 224,658 shares....
Booz Allen Hamilton Holding Corporation $BAH Shares Acquired by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund increased its holdings of Booz Allen Hamilton Holding Corporation (NYSE: BAH) stock in the third quarter through additional purchases of 12,656 shares, raising i...
Cookson Peirce & Co. Inc. Takes $469,000 Position in Coeur Mining, Inc. $CDE
Cookson Peirce & Co. Inc. purchased 25,000 shares of Coeur Mining, Inc., valued at around $469,000, in the third quarter, as reported to the Securities and Exchange Commission....
AE Wealth Management LLC Boosts Stock Holdings in Alphabet Inc. $GOOGL
AE Wealth Management LLC increased its holdings in Alphabet Inc., by purchasing an additional 72,235 shares in the third quarter, totaling 924,927 shares....
International Flavors & Fragrances (NYSE:IFF) Given New $85.00 Price Target at Mizuho
Mizuho raised its price target for International Flavors & Fragrances from $75 to $85, maintaining an outperform rating on the company's stock....
Hilton Worldwide (NYSE:HLT) Price Target Raised to $350.00 at Barclays
Barclays raised its price target for Hilton Worldwide (NYSE:HLT) from $309.00 to $350.00 and maintained an overweight rating on the stock, according to a recent research note....
Vertex (NASDAQ:VERX) Price Target Lowered to $25.00 at Citizens Jmp
Citizens Jmp has lowered its price target for Vertex Pharmaceuticals Inc (NASDAQ: VERX) from $37.00 to $25.00, while maintaining a market outperform rating on the stock....
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....
PayPal (NASDAQ:PYPL) Trading Down 3.4% on Analyst Downgrade
Shares of PayPal Holdings Inc. traded down by 3.4% after Rothschild & Co Redburn reduced their price target from $50.00 to $32.00 and maintained a sell rating on the stock....
SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Acquired by Aspire Capital Advisors LLC
Aspire Capital Advisors LLC increased its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA: SPSM) by purchasing an additional 25,607 shares in the third quarter, raising total ownership to 205,...
Caprock Group LLC Invests $2.34 Million in International Paper Company $IP
Caprock Group LLC acquired a new stake in International Paper Company during the third quarter of the year, with the purchase totaling approximately $2.34 million and encompassing 46,495 shares....
The Goldman Sachs Group, Inc. $GS Shares Sold by Baader Bank Aktiengesellschaft
During the third quarter, Baader Bank Aktiengesellschaft decreased its holdings of The Goldman Sachs Group Inc. by selling 824 shares and retaining only 955 shares as per their recent report to the Se...
Michael Mangan Sells 5,000 Shares of McCormick & Company, Incorporated (NYSE:MKC) Stock
McCormick & Company's director, Michael Mangan, sold 5,000 shares on February 9th at an average price of $67.92 per share for a total transaction of $339,600....
Zions Bancorporation, N.A. (NASDAQ:ZION) EVP Sells $424,958.40 in Stock
Jennifer Anne Smith, Executive Vice President of Zions Bancorporation (NASDAQ:ZION), sold 6,558 shares at an average price of $64.80 per share on February 6th, completing a transaction worth $424,958....
Triad Wealth Partners LLC Buys 26,683 Shares of NVIDIA Corporation $NVDA
Triad Wealth Partners LLC increased its holdings in NVIDIA Corporation by purchasing an additional 26,683 shares in the third quarter, raising its total holding to 73,571 shares....
Baader Bank Aktiengesellschaft Boosts Stake in International Business Machines Corporation $IBM
Baader Bank Aktiengesellschaft increased its stake in International Business Machines Corporation (IBM) by 23.5% during the third quarter, as reported in a recent filing with the Securities and Exchan...
Envestnet Asset Management Inc. Purchases 8,523 Shares of First Trust Long/Short Equity ETF $FTLS
Envestnet Asset Management Inc. increased its holdings in First Trust Long/Short Equity ETF (NYSEARCA: FTLS) by purchasing an additional 8,523 shares during the third quarter. This brought their total...
Madison Asset Management LLC Grows Holdings in NIKE, Inc. $NKE
Madison Asset Management LLC increased its stake in NIKE Inc. (NKE) by 53.8% during the third quarter of the year, acquiring an additional 224,026 shares to reach a total holding of 640,623 shares as ...
Baader Bank Aktiengesellschaft Sells 24,000 Shares of Nebius Group N.V. $NBIS
During the third quarter, Baader Bank Aktiengesellschaft reduced its holdings in Nebius Group N.V., selling 24,000 shares and decreasing its stake by 32.5%. The bank currently owns 49,948 shares post ...
Federated Hermes Inc. Sells 113,362 Shares of BorgWarner Inc. $BWA
Federated Hermes Inc. reduced its shareholding in BorgWarner Inc. by 99.3% during Q3, selling off 113,362 shares and retaining 839 shares....
Dunedin Income Growth Investment Trust (LON:DIG) Share Price Passes Below 50 Day Moving Average – What’s Next?
The share price of Dunedin Income Growth Investment Trust Plc (LON:DIG) fell below its 50-day moving average during Tuesday's trading. The stock has a 50-day moving average of GBX 304.85 and traded at...
Wesbanco Bank Inc. Raises Stake in Oracle Corporation $ORCL
Wesbanco Bank Inc. increased its holdings in Oracle Corporation by 5.2% during the third quarter of the year after purchasing an additional 4,348 shares of enterprise software provider stock....
Chevron Corporation $CVX Shares Sold by SVB Wealth LLC
SVB Wealth LLC decreased its shareholding in Chevron Corporation (NYSE: CVX) by 7.1% in the third quarter, selling 4,437 shares and holding a total of 57,629 shares post-sale....
Winslow Asset Management Inc. Cuts Position in The Charles Schwab Corporation $SCHW
Winslow Asset Management Inc. reduced its holdings of Charles Schwab Corporation by 3.8% during the third quarter. After selling 6,006 shares, the institutional investor now owns 154,132 shares....
Intercontinental Exchange Inc. $ICE Shares Sold by Compagnie Lombard Odier SCmA
During the third quarter, Compagnie Lombard Odier SCmA reduced its holdings in Intercontinental Exchange Inc (ICE) by 7.4% after selling 49,957 shares, leaving it with ownership of 627,626 shares....
Johnson Investment Counsel Inc. Sells 5,920 Shares of Medtronic PLC $MDT
Johnson Investment Counsel Inc. decreased its holdings in Medtronic PLC by selling 5,920 shares in the third quarter, reducing its stake to 590,276 shares....
Quaint Oak Bancorp (OTCMKTS:QNTO) Stock Passes Above Fifty Day Moving Average – Time to Sell?
The stock of Quaint Oak Bancorp Inc. (OTCMKTS:QNTO) surpassed its 50-day moving average on Monday, with the price peaking at $15.10 compared to a 50-day moving average of $11.46. The closing price was...
Versor Investments LP Increases Holdings in Interparfums, Inc. $IPAR
Versor Investments LP significantly increased its holdings in Interparfums, Inc., by 234.7% during the third quarter. The firm now holds 10,526 shares of Interparfums stock after acquiring an addition...
Wealthfront Advisers LLC Buys 13,515 Shares of Wells Fargo & Company $WFC
Wealthfront Advisers LLC increased its holdings in Wells Fargo & Company (NYSE: WFC) by 3.3% during the third quarter. The fund purchased an additional 13,515 shares and now owns a total of 429,018 sh...
Dillon & Associates Inc. Has $65.63 Million Stock Holdings in Apple Inc. $AAPL
Dillon & Associates Inc. reduced its stock holdings in Apple Inc. (AAPL) by 2.8% in the third quarter of the year, decreasing its ownership to 257,384 shares after selling approximately 7,547 shares. ...
Mutual Advisors LLC Purchases 4,244 Shares of JPMorgan Chase & Co. $JPM
Mutual Advisors LLC increased its holdings in JPMorgan Chase & Co., adding 4,244 shares (a 4.5% increase) during the third quarter to a total of 99,334 shares....
Oppenheimer Asset Management Inc. Increases Stock Holdings in Phillips 66 $PSX
Oppenheimer Asset Management Inc. increased its holdings of Phillips 66 (NYSE:PSX) by 3.6% in the third quarter, adding an additional 3,426 shares to reach a total of 97,472 shares....
Applied Finance Capital Management LLC Has $16.87 Million Stock Position in ConocoPhillips $COP
Applied Finance Capital Management LLC increased its shareholding in ConocoPhillips by 46.1% during the third quarter of the fiscal year through the purchase of an additional 56,258 shares, bringing t...
Machina Capital S.A.S. Decreases Holdings in PepsiCo, Inc. $PEP
During the third quarter, Machina Capital S.A.S. decreased its holdings in PepsiCo, Inc. by selling 12,552 shares, reducing its total ownership to 10,802 shares....
Ashton Thomas Private Wealth LLC Purchases 4,965 Shares of Oracle Corporation $ORCL
During the third quarter, Ashton Thomas Private Wealth LLC increased its holdings of Oracle Corporation's shares by 26.3%, adding an additional 4,965 shares to bring its total ownership to 23,809 shar...
Savant Capital LLC Buys 38,687 Shares of Intel Corporation $INTC
Savant Capital LLC boosted its holding of Intel Corporation by purchasing an additional 38,687 shares during the third quarter, increasing its total stake to 329,075 shares....
Blodgett Wealth Advisors LLC Has $17.26 Million Holdings in NVIDIA Corporation $NVDA
Blodgett Wealth Advisors LLC reduced its holdings in NVIDIA Corporation by 3.6% during the third quarter of 2023, according to their filing with the SEC. This reduction saw them selling off 3,445 shar...
Cullen Capital Management LLC Reduces Stock Holdings in Cisco Systems, Inc. $CSCO
Cullen Capital Management LLC decreased its holdings of Cisco Systems stock by 2.4% during the third quarter through a sale of 97,824 shares, according to recent SEC filings....
Hantz Financial Services Inc. Sells 13,796 Shares of Ashland Inc. $ASH
Hantz Financial Services Inc. reduced its stake in Ashland Inc. by selling 13,796 shares during the third quarter, leaving it with a total of 182,284 shares....
ABN AMRO Bank N.V. Buys 497,582 Shares of CocaCola Company (The) $KO
ABN AMRO Bank N.V. significantly increased its holdings in The CocaCola Company (NYSE: KO) during the third quarter by purchasing an additional 497,582 shares, leading to a total ownership of 604,445 ...
HighPoint Advisor Group LLC Raises Stock Position in Capital One Financial Corporation $COF
HighPoint Advisor Group LLC increased its holdings in Capital One Financial Corporation by 11.7% during the third quarter through additional purchases of 2,754 shares, reaching a total ownership of 26...
Machina Capital S.A.S. Sells 2,777 Shares of Rockwell Automation, Inc. $ROK
During the third quarter, Machina Capital S.A.S. decreased its holdings in Rockwell Automation, Inc. (NYSE: ROK) by selling 2,777 shares due to regulatory filings with the SEC....
ABN AMRO Bank N.V. Buys 53,498 Shares of Salesforce Inc. $CRM
In the third quarter, ABN AMRO Bank N.V. increased its holdings in Salesforce Inc. (CRM) by purchasing 53,498 shares, which raised its total stake to 86,622 shares as per a recent filing with the SEC....
Cidel Asset Management Inc. Acquires 13,312 Shares of Motorola Solutions, Inc. $MSI
Cidel Asset Management Inc. increased its holdings in Motorola Solutions (MSI) by 13,312 shares during the third quarter, raising its total ownership to 32,061 shares....
Florida Financial Advisors LLC Purchases New Position in American Healthcare REIT, Inc. $AHR
Florida Financial Advisors LLC has acquired 14,827 shares of American Healthcare REIT Inc. (AHR) during the third quarter, with the total value of these holdings amounting to approximately $623,000. T...
Caprock Group LLC Invests $1.74 Million in Kilroy Realty Corporation $KRC
Caprock Group LLC has acquired shares worth approximately $1.74 million in Kilroy Realty Corporation during the third quarter of 2023, increasing its ownership to include 41,870 shares....
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