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In the third quarter, Copeland Capital Management LLC reduced its holdings of Ameriprise Financial Inc. (NYSE:AMP) by selling 1,652 shares, leaving it with a total of 34,602 shares....
Copeland Capital Management LLC decreased its holdings in Morgan Stanley by 4.6% during the third quarter, reducing their position by selling 7,767 shares and retaining a total of 159,764 shares....
Copeland Capital Management LLC reduced its holdings of Jack Henry & Associates, Inc.'s shares by 5.5% during the third quarter after selling 9,983 shares, leaving it with a total stake of 172,546 sha...
Burney Co. reduced its shareholding in Roper Technologies Inc (ROP) by 60.3% during the third quarter of this year, selling 1,549 shares and retaining 1,018 shares according to SEC filings....
Copeland Capital Management LLC increased its holdings of Booz Allen Hamilton Holding Corporation by 8.1% during the third quarter of the year, bringing their total stock ownership to 344,650 shares a...
Copeland Capital Management LLC reduced its holding in The New York Times Company by 3.4% during the third quarter by selling 16,526 shares, leaving it with a total of 474,574 shares....
Boston Trust Walden Corp reduced its holdings in Becton, Dickinson and Company's stock by 13.5% during the third quarter through selling some of its shares. The firm now owns 208,466 shares post-reduc...
Boston Trust Walden Corp reduced its investment in Marsh & McLennan Companies (MMC) by selling 15,513 shares during the third quarter, leaving them with a total of 177,555 shares valued at $35.78 mill...
Copeland Capital Management LLC reduced its holdings in Chesapeake Utilities Corporation (NYSE:CPK) by 5% during the third quarter of 2021. The fund sold 26,340 shares and now owns 505,041 shares....
Farmers & Merchants Investments Inc. decreased its holdings in The Walt Disney Company (NYSE: DIS) by 6.9% during the third quarter, reducing from 157,918 to 146,985 shares after selling 10,933 shares...
Navan (NASDAQ:NAVN) Major Shareholder Horowitz Lsv Fund Andreessen Purchases 167,519 Shares of Stock
Horowitz Lsv Fund Andreessen, a major shareholder of Navan, Inc. (NASDAQ: NAVN), purchased 167,519 shares at an average price of $15.83 per share on December 24th, 2023. The transaction amounted to $2...
Benjamin Horowitz, director of Navan Inc., bought 99,502 shares in a transaction on December 29th at an average price of $16.16 per share, amounting to a total investment of approximately $1,607,952.3...
Horowitz Lsv Fund Andreessen, a major shareholder of Navan Inc., purchased 99,502 shares on December 29th at an average price of $16.16 per share, amounting to a total transaction value of $1,607,952....
Short interest in Alector, Inc.'s (NASDAQ:ALEC) shares significantly increased by 35.9% between November and December 2021, reaching 6,319,929 shares as of December 15th....
As of December 15th, Aspire Biopharma Holdings, Inc. registered a significant rise in short interest to 13,528,238 shares, marking an increase of 36.9% from the previous total of 9,881,577 shares as o...
Diversified Trust Co increased its holdings in Automatic Data Processing, Inc. (NASDAQ: ADP) during the third quarter of 2023. The firm's stock ownership grew by 91.2% to encompass a total of 18,085 s...
Diversified Trust Co increased its shareholding in Lam Research Corporation by 34.4% during the third quarter of the year. This increment is due to additional purchases of 8,172 shares bringing total ...
Diversified Trust Co increased its holdings in Gen Digital Inc by 11.9% during the third quarter. The firm acquired an additional 23,035 shares, bringing their total to 217,396 shares of Gen Digital s...
Diversified Trust Co reduced its shareholding in Elevance Health, Inc. (ELV) by 5.7% in the third quarter of 2023 through the sale of 2,058 shares, resulting in a current holding of 34,151 shares valu...
Diversified Trust Co reduced its holdings of Philip Morris International Inc. (NYSE: PM) by 32.5% in the third quarter, selling 26,955 shares and retaining 55,930 shares....
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
Diversified Trust Co increased its holdings in PPG Industries Inc (NYSE: PPG) shares by 18.8% during the third quarter by acquiring an additional 8,713 shares, making their total ownership stand at 54...
During the third quarter, Diversified Trust Co increased its position in Amgen Inc. stock (NASDAQ:AMGN) by 8.9%, adding an additional 3,471 shares to its holdings of 42,681 shares as reported to the S...
In the third quarter, Diversified Trust Co increased its stake in Palantir Technologies Inc. by 67.9%, adding 17,659 shares to its existing holdings, bringing its total ownership to 43,650 shares of N...
Diversified Trust Co significantly increased its holdings of iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 251.4% during the third quarter, adding an additional 30,463 shares to bring total ownership ...
Diversified Trust Co increased its holdings in Colgate-Palmolive Company (NYSE: CL) by 12.8% during the third quarter. The institutional investor purchased an additional 10,892 shares, raising its tot...
In its recent filing with the Securities and Exchange Commission, Diversified Trust Co reported an increased stake in Chubb Limited (NYSE:CB) for the third quarter by 4.3%, following the purchase of a...
Ergawealth Advisors Inc. decreased its holdings by 35.7% in the third quarter, selling 68,568 shares to own a total of 123,337 shares of FT Vest Rising Dividend Achievers Target Income ETF....
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...
Diversified Trust Co reduced its holdings in Procter & Gamble Company (NYSE:PG) by 8.2% during the third quarter, selling off 11,571 shares and now holding a total of 130,090 shares....
Brown Shipley & Co Ltd reduced its holdings in Fortive Corporation by selling 15,181 shares in the third quarter, leaving it with only 1,051 shares. This sale resulted in a reduction of nearly 93.5% o...
Bravias Capital Group LLC increased its holdings in the Vanguard Dividend Appreciation ETF (VIG) by 285.5% during the third quarter, purchasing an additional 3,340 shares and now owning a total of 4,5...
During the third quarter, Ergawealth Advisors Inc. reduced its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) by selling 83,398 shares. As a result of this sale, they now own 18...
Ergawealth Advisors Inc. reduced its holdings in the iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by selling 2,911 shares in Q3. The firm now possesses 1,450 shares of the ETF's stock....
Ergawealth Advisors Inc decreased its holdings of the NASDAQ-listed First Trust Rising Dividend Achievers ETF (RDVY) by 36% in Q3, offloading 97,766 shares and retaining ownership of 173,824 shares....
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Clark Asset Management LLC increased its stake in Vanguard Intermediate-Term Bond ETF (ticker: BIV) by 8.9% during the third quarter, after purchasing additional shares amounting to 16,849, bringing t...
Ergawealth Advisors Inc. has increased its ownership in the First Trust BuyWrite Income ETF (FTHI) by 203.2%, adding 750,861 shares to their total holdings now totaling 1,120,410 shares of the ETF....
Clark Asset Management LLC raised its stock holdings of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in the third quarter by 30.4%, acquiring an additional 78,355 shares to reach a total owners...
Diversified Trust Co increased its holdings of Vanguard Extended Market ETF (VXF) by 3.2% in the third quarter, purchasing an additional 15,105 shares to reach a total ownership of 481,340 shares....
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Clark Asset Management LLC purchased 3,540 shares of the iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the third quarter, with a total valuation of approximately $575,000....
R Scot Sellers, a director of Howard Hughes Holdings Inc., purchased 5,000 shares at an average price of $77.94 per share on December 23rd, bringing his total acquisition value to $389,700 and increas...
According to MarketBeat's stock screener tool, seven telecom stocks are recommended for investor attention: AT&T, TELUS, Vodafone Group, Dycom Industries, America Movil, SK Telecom, and Telephone and ...
Spenser Skates, President and Chief Executive Officer of Amplitude Inc., sold 42,743 shares on December 24th for an amount totaling $513,343.43 when the stock was trading at $12.01 per share....
In the third quarter, Parcion Private Wealth LLC increased its holdings of Amazon.com Inc.'s shares by 7.5%, adding an additional 5,110 shares to reach a total of 73,457 shares....
Valley National Advisers Inc. decreased its holdings in Tapestry, Inc. by selling 41,010 shares during the third quarter, resulting in ownership of 1,456 shares of the company's stock. This represents...
Permanent Capital Management LP acquired a new holding in SPDR Gold Shares (NYSEARCA: GLD) during the third quarter. The firm's purchase included 10,032 shares with an estimated value of roughly $3.56...
Iams Wealth Management LLC increased its stock position in Meta Platforms Inc by 60.7% during the third quarter of 2023 through additional purchases of 1,502 shares, resulting in a total ownership of ...
Permanent Capital Management LP purchased 8,753 shares of the iShares Russell 1000 Growth ETF (ticker: IWF) valued at approximately $4.1 million during the third quarter....