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Infrastructure Stocks To Add to Your Watchlist – December 31st
According to MarketBeat's stock screener tool, investors should add Coinbase Global, Alibaba Group, and Applied Digital to their watchlist as infrastructure stocks for consideration in investment port...
Delta Investment Management LLC Cuts Stake in Innovator Equity Managed Floor ETF $SFLR
Delta Investment Management LLC reduced its holdings of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 3.1% during the third quarter, selling 27,840 shares and ending up with 860,218 shares....
Delta Investment Management LLC Reduces Position in Danaher Corporation $DHR
Delta Investment Management LLC reduced its holdings in Danaher Corporation by 80.6% during the third quarter of 2023, selling 14,745 shares and retaining only 3,538 shares....
Delta Investment Management LLC Has $3.28 Million Stock Position in FS Credit Opportunities Corp. $FSCO
Delta Investment Management LLC increased its holdings of FS Credit Opportunities Corp stock by 85.3% during the third quarter by purchasing an additional 218,438 shares to total 474,501 shares valued...
Davidson Trust Co. Sells 16,787 Shares of McDonald’s Corporation $MCD
Davidson Trust Co. reduced its holdings in shares of McDonald’s Corporation by selling 16,787 shares in the third quarter. The institutional investor now owns 3,340 shares of the fast-food company....
American Financial Group, Inc. $AFG Shares Sold by Croban
Croban reduced its stock holding in American Financial Group Inc (NYSE: AFG) by 79.9% during the third quarter of the year, selling off 8,081 shares and leaving a remaining stake of 2,037 shares....
Delta Investment Management LLC Sells 2,068 Shares of MSCI Inc $MSCI
Delta Investment Management LLC reduced its holdings in MSCI Inc by selling 2,068 shares during the third quarter. As a result, it now owns 1,515 shares of MSCI's stock....
Calamos Wealth Management LLC Raises Stock Position in Vanguard S&P 500 ETF $VOO
Calamos Wealth Management LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 41.2% in the third quarter, adding 3,459 shares to its total portfolio which now stands at 11,856 shares....
Calamos Wealth Management LLC Raises Stock Position in Mastercard Incorporated $MA
Calamos Wealth Management LLC raised its holdings of Mastercard Inc. by 41.5% during the third quarter. The institutional investor now owns 6,330 shares after acquiring additional stocks....
Broadcom Inc. $AVGO Shares Acquired by Apollon Wealth Management LLC
Apollon Wealth Management LLC increased its holdings of Broadcom Inc.'s shares on NASDAQ by 1.1% in the third quarter. They now own 264,971 shares after purchasing an additional 2,946 shares....
Oracle Corporation $ORCL is Fort Washington Investment Advisors Inc. OH’s 8th Largest Position
Fort Washington Investment Advisors Inc., Ohio, reduced its stake in Oracle Corporation's shares by selling 292,946 units in the third quarter. This decreased their holdings to 1,247,434 shares of Ora...
Calamos Advisors LLC Trims Holdings in UnitedHealth Group Incorporated $UNH
Calamos Advisors LLC reduced its holdings in UnitedHealth Group Inc (NYSE:UNH) by 30.3% during the third quarter of 2023, selling 107,512 shares and retaining ownership of 246,883 shares....
Diversified Trust Co Purchases 10,891 Shares of AbbVie Inc. $ABBV
During the third quarter, Diversified Trust Co increased its holdings in AbbVie Inc by purchasing an additional 10,891 shares to a total of 57,076 shares. This reflects a 23.6% increase in their posit...
Diversified Trust Co Increases Stock Position in HF Sinclair Corporation $DINO
In its recent 13F filing with the SEC, Diversified Trust Co reported a significant increase (211.5%) in its holdings of HF Sinclair Corporation's stock to 45,509 shares, following the purchase of an a...
Farmers & Merchants Investments Inc. Sells 14,374 Shares of iShares Core S&P 500 ETF $IVV
Farmers & Merchants Investments Inc. decreased its holdings in the iShares Core S&P 500 ETF (IVV) by selling 14,374 shares during the third quarter, reducing its total stake to 379,752 shares....
Fort Washington Investment Advisors Inc. OH Buys 8,563 Shares of The Home Depot, Inc. $HD
During the third quarter, Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, increased its holdings in The Home Depot (NYSE:HD) by purchasing 8,563 shares, according to...
Boston Trust Walden Corp Lowers Holdings in Amgen Inc. $AMGN
Boston Trust Walden Corp reduced its shareholdings in Amgen Inc. by 56.8% during the third quarter, based on SEC filing. The company now owns 14,670 shares of Amgen after selling 19,260 shares....
Fort Washington Investment Advisors Inc. OH Buys 16,003 Shares of Quanta Services, Inc. $PWR
Fort Washington Investment Advisors Inc. significantly increased its holdings in Quanta Services, Inc., adding 16,003 shares during the third quarter based on the latest filing with the SEC....
Calamos Wealth Management LLC Buys 89,634 Shares of Texas Instruments Incorporated $TXN
Calamos Wealth Management LLC significantly increased its holdings in Texas Instruments Incorporated by purchasing an additional 89,634 shares during the third quarter. The fund now owns a total of 91...
Calamos Wealth Management LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Calamos Wealth Management LLC increased its shareholding in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 10.8% during the third quarter via additional purchases of 4,138 shares, bringing th...
Calamos Wealth Management LLC Has $1.97 Million Stake in Caterpillar Inc. $CAT
Calamos Wealth Management LLC increased its holding of Caterpillar Inc. (NYSE: CAT) by 38% during the third quarter, adding 1,136 shares to a total position of 4,122 shares valued at $1.97 million....
Calamos Wealth Management LLC Has $13.28 Million Stock Position in The Sherwin-Williams Company $SHW
Calamos Wealth Management LLC reduced its holdings of The Sherwin-Williams Company (SHW) by 18.9% in the third quarter, selling off 8,917 shares and holding 38,338 shares at the end of the period....
Calamos Wealth Management LLC Purchases 3,589 Shares of International Business Machines Corporation $IBM
During the third quarter, Calamos Wealth Management LLC increased its holdings in IBM by purchasing an additional 3,589 shares, bringing its total ownership to 8,328 shares....
Blue Star Gold (CVE:BAU) Trading Down 23.7% – What’s Next?
Blue Star Gold Corp., trading under CVE:BAU, experienced a significant drop of 23.7% in its stock price during Wednesday's trading session to reach C$0.15 per share, from its previous closing price of...
Tesla, Inc. $TSLA Position Boosted by Ethic Inc.
Ethic Inc increased its shareholding in Tesla by 1.2% during Q3 through the acquisition of an additional 1,820 shares, bringing its total holdings to 158,705....
Brendel Financial Advisors LLC Takes $3.37 Million Position in Nucor Corporation $NUE
Brendel Financial Advisors LLC purchased 24,882 shares of Nucor Corporation during the third quarter, valued at approximately $3.37 million. This investment constitutes 1.7% of their portfolio....
Chevron Corporation $CVX Position Increased by Diversified Trust Co
Diversified Trust Co increased its holdings in Chevron Corporation (NYSE:CVX) by 30.5% in the third quarter of the year. The firm now owns 44,006 shares after acquiring an additional 10,287 shares....
First American Bank Has $12.67 Million Position in Chevron Corporation $CVX
During the 3rd quarter, First American Bank decreased its holding of Chevron Corporation stock by selling 5,148 shares, resulting in a current stake of $12.67 million worth of CVX. This represents an ...
Waste Management Stocks To Watch Today – December 30th
Seven waste management stocks are highlighted for investor attention today: Waste Management, GFL Environmental, Custom Truck One Source, Concrete Pumping, Avalon, ESGL, and LanzaTech Global. These co...
Alamos Gold Inc. $AGI Shares Sold by Calamos Wealth Management LLC
Calamos Wealth Management LLC reduced its holdings of Alamos Gold Inc., selling 40,948 shares and owning 74,635 shares at the end of the third quarter, according to a 13F filing....
Calamos Wealth Management LLC Purchases 9,345 Shares of Morgan Stanley $MS
Calamos Wealth Management LLC increased its holdings of Morgan Stanley by purchasing an additional 9,345 shares in the third quarter, bringing its total ownership to 87,236 shares....
Carnegie Lake Advisors LLC Purchases 87,345 Shares of RxSight, Inc. $RXST
Carnegie Lake Advisors LLC increased its holdings in RxSight, Inc. by purchasing an additional 87,345 shares in the third quarter, raising their total holdings to 194,345 shares....
Calamos Wealth Management LLC Cuts Stock Holdings in Veeva Systems Inc. $VEEV
Calamos Wealth Management LLC has reduced its holdings in Veeva Systems Inc. by 13.5% during the third quarter after selling 2,986 shares, bringing their total to 19,114 shares....
Best Healthcare Stocks To Watch Today – December 30th
Investors are advised to focus on UnitedHealth Group, Johnson & Johnson, and Hims & Hers Health as key healthcare stocks to watch according to MarketBeat's stock screener tool....
Calamos Advisors LLC Raises Stock Holdings in Intel Corporation $INTC
Calamos Advisors LLC increased its stock holdings in Intel Corporation by 23.2% in the third quarter of the year, adding an additional 169,980 shares to reach a total of 903,766 shares....
Southern Empire Resources (CVE:SMP) Trading Down 26.7% – Time to Sell?
On Wednesday, Southern Empire Resources Corp.'s (CVE:SMP) shares fell by 26.7%. The stock's trading range was C$0.05 to C$0.06 with a last trade price of C$0.06; this represented an increase in daily ...
Southern Empire Resources (CVE:SMP) Shares Down 26.7% – Should You Sell?
Shares of Southern Empire Resources Corp., trading under CVE:SMP, declined by 26.7% during Wednesday's mid-day session. The stock price fell to a low of C$0.05 and ended at C$0.06. A total of 132,162 ...
Consilium Wealth Advisory LLC Sells 1,685 Shares of GE Aerospace $GE
Consilium Wealth Advisory LLC decreased its investment in General Electric Company (GE) by 14.7% during the third quarter through a reduction of 1,685 shares, leaving them with 9,815 shares....
Chris Bulman Inc Sells 5,179 Shares of Vanguard Value ETF $VTV
Chris Bulman Inc reduced its holdings in Vanguard Value ETF by 15.7% during the third quarter. After selling 5,179 shares, they now hold 27,753 shares....
Calamos Wealth Management LLC Has $2.91 Million Holdings in ASML Holding N.V. $ASML
Calamos Wealth Management LLC reduced its holdings in ASML Holding N.V. by selling 1,767 shares, decreasing the total to 3,009 shares during the third quarter....
Boston Trust Walden Corp Decreases Stock Holdings in Oracle Corporation $ORCL
Boston Trust Walden Corp decreased its holdings of Oracle Corporation by 12.3% during the third quarter, reducing its position from 577,772 shares to 506,419 shares after selling 71,353 shares....
ON Semiconductor Corporation $ON Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp reduced its holdings of ON Semiconductor Corporation (NASDAQ:ON) by 30.5% in the third quarter, selling 76,050 shares and retaining ownership of 173,295 shares....
Diversified Trust Co Trims Stock Position in Cummins Inc. $CMI
Diversified Trust Co reduced its holdings in Cummins Inc. by 36.5% during the third quarter, selling 4,191 shares and retaining ownership of 7,295 shares worth $3,081,000....
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Forefront Wealth Partners LLC
Forefront Wealth Partners LLC reduced its holdings of iShares Core S&P Small-Cap ETF by 67.1% in the third quarter, selling 15,455 shares to own a total of 7,588 shares....
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Increases Stock Position in Quanta Services, Inc. $PWR
Cushing Asset Management LP (dba NXG Investment Management) increased its stock position in Quanta Services by 16.7% during the third quarter, adding 5,000 shares to reach a total holding of 35,000 sh...
Brendel Financial Advisors LLC Has $786,000 Stock Position in Dover Corporation $DOV
Brendel Financial Advisors LLC reduced its stock holdings in Dover Corporation by 79.1% during the third quarter. This减持后,该基金持有道威斯公司的4710股股票。...
Illinois Tool Works Inc. $ITW Shares Bought by Brendel Financial Advisors LLC
In the third quarter, Brendel Financial Advisors LLC significantly increased its stake in Illinois Tool Works Inc., a New York Stock Exchange-listed company, by purchasing an additional 12,954 shares....
Calamos Advisors LLC Sells 36,163 Shares of Danaher Corporation $DHR
Calamos Advisors LLC reduced its holdings in Danaher Corporation by selling 36,163 shares during the third quarter. As a result, it now owns 223,518 shares of the conglomerate....
Calamos Advisors LLC Has $51.24 Million Stock Holdings in Medtronic PLC $MDT
Calamos Advisors LLC increased its investment in Medtronic PLC by 27.9% during the third quarter, purchasing an additional 117,358 shares to own a total of 538,018 shares valued at $51.24 million....
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Purchases 14,750 Shares of GE Vernova Inc. $GEV
Institutional investor Cushing Asset Management LP, operating under the name NXG Investment Management, increased its stake in General Electric's energy division, GE Vernova Inc., by purchasing an add...
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