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3101 articles • Page 27 of 63

QUALCOMM Incorporated $QCOM Shares Sold by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC reduced its shareholding in QUALCOMM Incorporated by 6.5% during the third quarter of 2023, selling 11,722 shares and holding a total of 168,904 shares....
Harbor Investment Advisory LLC Sells 2,695 Shares of Salesforce Inc. $CRM
Harbor Investment Advisory LLC reduced its holdings in Salesforce by selling 2,695 shares during the third quarter, resulting in ownership of 23,631 shares. This reduction was reported to the SEC....
iShares 1-3 Year Treasury Bond ETF $SHY Shares Purchased by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ: SHY) during the third quarter, reporting an ownership of 45,086 shares after acquiring an additiona...
Harbor Investment Advisory LLC Cuts Stake in Oracle Corporation $ORCL
Harbor Investment Advisory LLC reduced its holdings of Oracle Corporation by 22.1% in the third quarter. The firm sold off 4,489 shares to end up with a total holding of 15,852 shares....
Citizens Financial Group Inc. RI Acquires 3,600 Shares of Eli Lilly and Company $LLY
In the third quarter, Citizens Financial Group Inc. RI increased its holdings in Eli Lilly and Company by purchasing an additional 3,600 shares, bringing its total to 74,287 shares or a 5.1% increase....
Greystone Financial Group LLC Sells 4,098 Shares of JPMorgan Chase & Co. $JPM
In the third quarter, Greystone Financial Group LLC reduced its holdings in JPMorgan Chase & Co. by selling 4,098 shares, resulting in ownership of 55,646 shares as per their SEC filing....
Citizens Financial Group Inc. RI Trims Holdings in DoorDash, Inc. $DASH
Citizens Financial Group Inc. RI reduced its holdings of DoorDash Inc. by 46.6% during the third quarter through a sale of 11,903 shares, leaving it with 13,636 shares....
Ethos Financial Group LLC Decreases Stock Position in Broadcom Inc. $AVGO
Ethos Financial Group LLC reduced its holdings of Broadcom Inc. stock by 21.6% in the third quarter, selling 2,074 shares and retaining a total of 7,543 shares following the sale....
ProShares UltraShort Materials (NYSEARCA:SMN) Sees Large Increase in Short Interest
In December, ProShares UltraShort Materials (NYSEARCA:SMN) experienced a substantial increase in short interest, growing from 198 shares to 3,620 shares. This surge represents a 1,728.3% rise compared...
Leishen Energy Holding Co., Ltd. (NASDAQ:LSE) Sees Significant Increase in Short Interest
The short interest for Leishen Energy Holding Co., Ltd. (NASDAQ: LSE) increased dramatically to 4,560 shares by December 31st from 267 shares on December 15th, marking a significant 1,607.9% rise. Wit...
Netskope (NASDAQ:NTSK) CRO Raphael Bousquet Sells 3,192 Shares of Stock
Raphael Bousquet, Netskope Inc.'s Chief Revenue Officer (NASDAQ:NTSK), sold 3,192 shares of company stock at an average price of $16.38 per share on January 9th, amounting to a total transaction value...
Netskope (NASDAQ:NTSK) CRO Raphael Bousquet Sells 3,224 Shares
Raphael Bousquet, Chief Revenue Officer of Netskope Inc., sold 3,224 shares on January 8th at an average price of $16.97 per share, resulting in a total sale value of $54,711.28. The transaction was r...
FG Nexus Inc (NASDAQ:FGNX) Short Interest Update
FG Nexus Inc experienced a substantial rise in short interest during December, with short positions increasing to 1,355,185 shares as of December 31st, marking a 1,696.2% increase from 75,447 shares o...
Clearwater Analytics (NYSE:CWAN) CTO Souvik Das Sells 10,000 Shares
Souvik Das, Chief Technology Officer at Clearwater Analytics Holdings Inc., sold 10,000 shares on January 8th for $24.08 per share, totalling $240,800....
ASA Gold and Precious Metals (NYSE:ASA) Major Shareholder Saba Capital Management, L.P. Buys 4,152 Shares of Stock
Saba Capital Management, L.P., a major shareholder of ASA Gold and Precious Metals Limited (NYSE: ASA), purchased 4,152 shares on January 9th at an average price of $62.03 per share, totaling $257,548...
IDT (NYSE:IDT) CFO Marcelo Fischer Sells 641 Shares of Stock
Marcelo Fischer, the Chief Financial Officer (CFO) of IDT Corporation (NYSE:IDT), sold 641 shares on January 8th at an average price of $52.29 per share, totaling $33,517.89....
Direxion Daily Magnificent 7 Bear 1X Shares (NYSEARCA:QQQD) Short Interest Update
The article discusses that Direxion Daily Magnificent 7 Bear 1X Shares (NYSEARCA: QQQD) witnessed a significant increase in short interest, growing from 5,370 shares on December 15th to 120,652 shares...
Crew Capital Management Ltd Acquires 6,661 Shares of Procter & Gamble Company (The) $PG
During the third quarter, Crew Capital Management Ltd increased its holdings in The Procter & Gamble Company by purchasing an additional 6,661 shares. This brings their total ownership to 47,531 share...
Fee Only Financial Planning L.C. Has $52.37 Million Stock Position in Vanguard Growth ETF $VUG
Fee Only Financial Planning L.C. reduced its holdings in the Vanguard Growth ETF by 1.5% during the third quarter after selling 1,714 shares, leaving it with a stock position worth $52.37 million....
Crew Capital Management Ltd Acquires 1,032 Shares of Invesco QQQ $QQQ
Crew Capital Management Ltd increased its ownership in Invesco QQQ (NASDAQ:QQQ) by purchasing an additional 1,032 shares during the third quarter. The firm's total holding now stands at 29,188 shares....
Decker Retirement Planning Inc. Invests $3.65 Million in CompoSecure, Inc. $CMPO
Decker Retirement Planning Inc. purchased 175,150 shares of CompoSecure, Inc. during the third quarter at an estimated value of $3,647,000....
GRIMES & Co WEALTH MANAGEMENT LLC Lowers Stake in SLB Limited $SLB
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in SLB Limited by 8.5% during the third quarter by selling 22,691 shares, resulting in ownership of 243,212 shares....
GRIMES & Co WEALTH MANAGEMENT LLC Boosts Stock Position in RTX Corporation $RTX
GRIMES & Co WEALTH MANAGEMENT LLC increased its stock position in Raytheon Technologies Corp (NYSE:RTX) by 8.8% during the third quarter, adding an additional 3,670 shares to reach a total of 45,478 s...
GRIMES & Co WEALTH MANAGEMENT LLC Grows Position in Fidelity MSCI Consumer Discretionary Index ETF $FDIS
GRIMES & Co Wealth Management LLC increased its stake in Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA: FDIS) by 1,511.6% during the third quarter. The firm's ownership of the company's sto...
GRIMES & Co WEALTH MANAGEMENT LLC Decreases Stake in Generac Holdings Inc. $GNRC
GRIMES & Co Wealth Management LLC decreased its holdings in Generac Holdings Inc., reducing its stock by 17.3% through the sale of 8,684 shares in Q3....
GRIMES & Co WEALTH MANAGEMENT LLC Has $9.01 Million Holdings in Cognizant Technology Solutions Corporation $CTSH
GRIMES & Co Wealth Management LLC reduced its holding of Cognizant Technology Solutions Corporation shares by 10 percent during the third quarter, selling 14,910 shares and retaining 134,371 shares....
Decker Retirement Planning Inc. Has $19.44 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
During the third quarter, Decker Retirement Planning Inc reduced its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by selling 126,755 shares, decreasing their position to 193,045 shares....
Vanguard Total Stock Market ETF $VTI Shares Purchased by Decker Retirement Planning Inc.
Decker Retirement Planning Inc. increased its holdings of Vanguard Total Stock Market ETF (VTI) by 27.9% in the third quarter, adding 3,337 shares to reach a total of 15,281 shares as per its latest S...
GRIMES & Co WEALTH MANAGEMENT LLC Sells 17,554 Shares of DexCom, Inc. $DXCM
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in DexCom Inc by selling 17,554 shares, decreasing their share count to 116,500. This reduction occurred during the third quarter....
Align Technology, Inc. $ALGN Shares Sold by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in Align Technology, Inc. by 11.1% during the third quarter, selling 5,010 shares and holding 40,016 shares, according to a recent filing with th...
Bristol Myers Squibb Company $BMY Shares Sold by GRIMES & Co WEALTH MANAGEMENT LLC
GRIMES & Co Wealth Management LLC has decreased its holdings of Bristol Myers Squibb Company (BMY) by selling 22,215 shares in the third quarter, bringing their total to 375,643 shares....
Decker Retirement Planning Inc. Has $4.26 Million Stake in Advanced Micro Devices, Inc. $AMD
Decker Retirement Planning Inc significantly increased its holdings in Advanced Micro Devices (AMD) in the third quarter through adding 26,230 shares to their portfolio. This marks a substantial incre...
Decker Retirement Planning Inc. Has $4.38 Million Position in VanEck Semiconductor ETF $SMH
Decker Retirement Planning Inc., during the 3rd quarter, reduced its holdings in VanEck Semiconductor ETF by selling 15,696 shares, resulting in an ownership of 13,420 shares worth $4.38 million as pe...
Greenleaf Trust Reduces Holdings in Meta Platforms, Inc. $META
Greenleaf Trust reduced its holdings in Meta Platforms, Inc., selling 917 shares in the third quarter. This reduction decreased their position by 0.8%, leaving them with 108,190 shares of Meta Platfor...
S&P Global Inc. $SPGI Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC decreased its shareholding in S&P Global Inc., reducing the number of shares by 74.3% during Q3 to hold a total of 500 shares after selling 1,442 shares....
iShares Bitcoin Trust ETF $IBIT Stock Position Increased by Bosman Wealth Management LLC
Bosman Wealth Management LLC increased its holdings of iShares Bitcoin Trust ETF (NASDAQ:IBIT) during the third quarter by 81.3%, acquiring an additional 46,541 shares to reach a total holding of 103,...
Birch Capital Management LLC Acquires 19,628 Shares of Novo Nordisk A/S $NVO
Birch Capital Management LLC increased its holdings in Novo Nordisk A/S by purchasing an additional 19,628 shares during the third quarter. This adds up to a total of 158,386 shares owned after this a...
GRIMES & Co WEALTH MANAGEMENT LLC Has $13.93 Million Stock Position in JPMorgan International Research Enhanced Equity ETF $JIRE
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...
GRIMES & Co WEALTH MANAGEMENT LLC Lowers Position in Micron Technology, Inc. $MU
During the 3rd quarter, GRIMES & Co WEALTH MANAGEMENT LLC decreased its ownership of Micron Technology Inc.'s shares by selling 14,505 units. As a result, the firm's holding now stands at 67,098 share...
GRIMES & Co WEALTH MANAGEMENT LLC Sells 16,883 Shares of Incyte Corporation $INCY
GRIMES & Co Wealth Management LLC decreased its holdings in Incyte Corporation by selling 16,883 shares during the third quarter. As a result, the institutional investor now owns 163,132 shares....
GRIMES & Co WEALTH MANAGEMENT LLC Decreases Stake in Hershey Company (The) $HSY
GRIMES & Co WEALTH MANAGEMENT LLC reduced its shareholding in The Hershey Company by 5.1% during the third quarter, selling 3,057 shares and retaining ownership of 56,746 shares as per recent SEC fili...
GRIMES & Co WEALTH MANAGEMENT LLC Reduces Stock Position in Regions Financial Corporation $RF
GRIMES & Co WEALTH MANAGEMENT LLC decreased its stock holding in Regions Financial Corporation by 7.6% during the third quarter. This reduction was achieved through selling 74,277 shares, leaving them...
GRIMES & Co WEALTH MANAGEMENT LLC Sells 1,705 Shares of ASML Holding N.V. $ASML
GRIMES & Co Wealth Management LLC reduced its holdings of ASML Holding N.V. by selling 1,705 shares in the third quarter, resulting in ownership of 14,471 shares....
Elemental Capital Partners LLC Acquires New Holdings in indie Semiconductor, Inc. $INDI
Elemental Capital Partners LLC acquired 7,611,602 shares of indie Semiconductor, Inc., representing approximately $30,979,000 and constituting roughly 17.5% of the investment portfolio according to SE...
GRIMES & Co WEALTH MANAGEMENT LLC Has $14.39 Million Stock Position in Zoom Communications, Inc. $ZM
GRIMES & Co Wealth Management LLC reduced its holdings in Zoom Communications, Inc. (NASDAQ:ZM) by 12.7% during the third quarter, selling off 25,474 shares to have a remaining position of 174,358 sha...
3,358 Shares in Vanguard Mega Cap Growth ETF $MGK Purchased by First Horizon Corp
First Horizon Corporation has acquired 3,358 shares of the Vanguard Mega Cap Growth ETF (MGK) during the third quarter. The new investment is valued at approximately $1,351,000....
First Horizon Corp Takes Position in Vanguard Intermediate-Term Bond ETF $BIV
First Horizon Corporation established a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) during the third quarter of 2021, according to their latest filing with the Securities and Ex...
Visa Inc. $V Holdings Decreased by MASTERINVEST Kapitalanlage GmbH
Masterinvest Capital Management GmbH reduced its holdings in Visa Inc stock by 3.5% during the third quarter, shedding 1,467 shares and holding a total of 40,281 shares post-sale. Visa Inc makes up ap...
Phillips Financial Management LLC Boosts Stock Position in Eli Lilly and Company $LLY
Phillips Financial Management LLC increased its stock position in Eli Lilly and Company (NYSE: LLY) by 138.3% in the third quarter, as reported in their latest SEC filing. They now own 3,100 shares af...
Trilogy Capital Inc. Buys 499 Shares of Eli Lilly and Company $LLY
Trilogy Capital Inc. increased its shareholding in Eli Lilly and Company by 11.9% during the third quarter through a purchase of an additional 499 shares, bringing their total ownership to 4,686 share...
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