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Osaic Holdings Inc. Grows Stock Position in Innovator International Developed Power Buffer ETF – February $IFEB
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
Osaic Holdings Inc. Has $2.79 Million Stake in iShares Global Healthcare ETF $IXJ
In the second quarter, Osaic Holdings Inc. increased its holdings of iShares Global Healthcare ETF (IXJ) by 27.7%, adding 7,014 shares to reach a total of 32,370 shares valued at $2.79 million....
Osaic Holdings Inc. Has $2.73 Million Stock Position in AdvisorShares Q Dynamic Growth ETF $QPX
Osaic Holdings Inc. increased its holdings of AdvisorShares Q Dynamic Growth ETF (NYSEARCA:QPX) by 19.4% in the second quarter by purchasing an additional 11,435 shares to reach a total of 70,474 shar...
Osaic Holdings Inc. Has $2.90 Million Holdings in Baker Hughes Company $BKR
Osaic Holdings Inc reduced its stake in Baker Hughes Company by 16.9% during the second quarter, resulting in ownership of 75,326 shares after selling off 15,269 shares....
Osaic Holdings Inc. Has $2.88 Million Stock Position in SPDR S&P Homebuilders ETF $XHB
Osaic Holdings Inc. reduced its holdings of the SPDR S&P Homebuilders ETF (XHB) in Q2, shedding 7,187 shares to own 29,199 shares with a value of approximately $3 million post-sale....
Osaic Holdings Inc. Increases Stake in iShares Interest Rate Hedged High Yield Bond ETF $HYGH
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
Invesco ESG NASDAQ 100 ETF $QQMG Shares Acquired by Osaic Holdings Inc.
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Osaic Holdings Inc. Purchases 5,321 Shares of Goldman Sachs Hedge Industry VIP ETF $GVIP
Osaic Holdings Inc. increased its shareholding in Goldman Sachs Hedge Industry VIP ETF (GVIP) by purchasing an additional 5,321 shares during the second quarter, increasing its total holdings to 20,27...
Carnegie Investment Counsel Has $32.57 Million Holdings in Public Storage $PSA
Carnegie Investment Counsel increased its holdings in Public Storage by 23% in Q3, adding 21,073 shares to reach a total of 112,769 shares....
Carnegie Investment Counsel Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT
Carnegie Investment Counsel increased its holdings of the iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) by 14.5% during the third quarter, adding 96,601 shares to reach a total holding of 761,4...
Carnegie Investment Counsel Has $49.83 Million Stake in Zoetis Inc. $ZTS
Carnegie Investment Counsel increased its stake in Zoetis Inc. by 6.8% during the third quarter, adding 21,563 shares to its holdings, which now total 340,532 shares valued at $49.83 million....
Carnegie Investment Counsel Lowers Stock Position in Ecolab Inc. $ECL
Carnegie Investment Counsel reduced its shareholding in Ecolab Inc by 3.6% during the third quarter of the year. The company owned 147,424 shares after selling 5,428 shares....
Cliftonlarsonallen Wealth Advisors LLC Has $5.10 Million Holdings in JPMorgan Chase & Co. $JPM
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in JPMorgan Chase & Co by 16.4% during the third quarter, selling 3,177 shares and retaining a total of 16,163 shares....
Merck & Co., Inc. $MRK Shares Sold by Comprehensive Financial Consultants Institutional Inc.
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
Fulton Breakefield Broenniman LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
In the third quarter, Fulton Breakefield Broenniman LLC increased its stock holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 1.9%, adding 7,345 shares to reach a total of 384,827 sh...
Eagle Capital Management LLC Purchases Shares of 370,973 Vanguard Ultra-Short Bond ETF $VUSB
Eagle Capital Management LLC has initiated an investment in the Vanguard Ultra-Short Bond ETF (symbol: VUSB) during the third quarter. The firm bought a total of 370,973 shares worth around $18,547,00...
Virtual Reality Stocks To Watch Now – December 26th
According to MarketBeat's stock screener tool, four virtual reality-related companies are worth watching today: Meta Platforms, zSpace, The Glimpse Group, and DIH Holding US. These firms develop or su...
Fulton Breakefield Broenniman LLC Buys 4,878 Shares of Vanguard Dividend Appreciation ETF $VIG
In the third quarter, Fulton Breakefield Broenniman LLC increased its holdings in Vanguard Dividend Appreciation ETF (VIG) by purchasing an additional 4,878 shares. The firm's stake now amounts to a t...
Fulton Breakefield Broenniman LLC Grows Position in Vanguard FTSE Developed Markets ETF $VEA
Fulton Breakefield Broenniman LLC increased its holdings in the Vanguard FTSE Developed Markets ETF (VEA) by 5.9% during the third quarter, adding an additional 45,115 shares, according to a recent SE...
Church & Dwight Co., Inc. $CHD Stake Reduced by Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC reduced its stake in Church & Dwight Co., Inc. (NYSE: CHD) during the third quarter, selling 40,322 shares and holding 111,370 shares afterward....
Fulton Breakefield Broenniman LLC Sells 56,878 Shares of Marsh & McLennan Companies, Inc. $MMC
Fulton Breakefield Broenniman LLC decreased its holding in Marsh & McLennan Companies Inc. (MMC) by selling 56,878 shares during the third quarter, reducing its total stake to 8,832 shares....
Fulton Breakefield Broenniman LLC Has $6.97 Million Stake in Invesco QQQ $QQQ
During the third quarter, Fulton Breakefield Broenniman LLC increased its stake in Invesco QQQ (QQQ) by purchasing an additional 1,508 shares, bringing its total holdings to 11,607 shares....
Fulton Breakefield Broenniman LLC Invests $9.48 Million in SAP SE $SAP
Fulton Breakefield Broenniman LLC increased its holdings in SAP SE by acquiring 35,478 shares valued at approximately $9,480,000 during the third quarter of the year, as reported to the Securities and...
AquaBounty Technologies, Inc. (NASDAQ:AQB) Short Interest Update
Short interest in AquaBounty Technologies Inc (NASDAQ:AQB) declined by 48.8% from November 30th to December 15th, reducing the total short interest to 11,813 shares, which is now 0.3% of its shares ou...
Ainos, Inc. (NASDAQ:AIMD) Short Interest Up 107.8% in December
Short interest in Ainos, Inc. (NASDAQ:AIMD) spiked by 107.8% from November to mid-December, reaching 23,172 shares and accounting for 0.5% of the company's shares outstanding....
ZKH Group (NYSE:ZKH) Reaches New 12-Month High – Here’s What Happened
The stock price of ZKH Group Limited Unsponsored ADR (NYSE:ZKH) reached a new 52-week high on Saturday with the share price hitting $3.90 and closing at $3.6850, marking it an increase from its previo...
Merck & Co., Inc. $MRK Stake Lessened by Busey Bank
Busey Bank reduced its holdings of Merck & Co., Inc. by 6.8% in the third quarter, selling 5,837 shares and holding 79,525 shares overall post-sale as reported to the SEC via Form 13F filing....
Global X Japan Co. Ltd. Lowers Stake in Tesla, Inc. $TSLA
Global X Japan Co. Ltd. reduced its stake in Tesla Inc. by 6.8% during the third quarter of 2023, as reported in their latest filing with the SEC. The company sold 7,252 shares to hold a total of 99,6...
DAVENPORT & Co LLC Grows Position in Salesforce Inc. $CRM
DAVENPORT & Co LLC increased its position in Salesforce Inc., adding 8,858 shares to reach a total of 34,397 shares as reported in their latest Form 13F filing with the SEC....
Canoe Financial LP Decreases Position in PepsiCo, Inc. $PEP
During the 3rd quarter, Canoe Financial LP reduced its holding in PepsiCo Inc. by selling 9,900 shares, leaving it with a total of 89,140 shares....
Canoe Financial LP Has $163.74 Million Holdings in American Express Company $AXP
Canoe Financial LP reduced its holdings in American Express (AXP) during the third quarter by selling 179,338 shares, leaving it with a total of 492,943 shares....
Canoe Financial LP Lowers Stake in Emerson Electric Co. $EMR
Canoe Financial LP reduced its holdings in Emerson Electric Co. by 2.9% during the third quarter through the sale of 7,247 shares, resulting in an ownership of 238,587 shares as reported to the SEC....
Canoe Financial LP Has $120.45 Million Stock Position in Ross Stores, Inc. $ROST
During the third quarter, Canoe Financial LP reduced its holding of Ross Stores Inc. by 2%, selling 16,357 shares to leave a total of 790,377 shares according to recent SEC filing....
663,757 Shares in Intercontinental Exchange Inc. $ICE Bought by Canoe Financial LP
During the third quarter, Canoe Financial LP acquired 663,757 shares of Intercontinental Exchange Inc., a financial services provider, with an estimated value of approximately $111.83 million, represe...
Canoe Financial LP Sells 67,998 Shares of Enerflex Ltd. $EFXT
Canoe Financial LP reduced its holdings of Enerflex Ltd., selling 67,998 shares during the third quarter, leaving a total position of 6,163,214 shares....
Canoe Financial LP Lowers Stock Position in Capital One Financial Corporation $COF
Canoe Financial LP reduced its holdings of Capital One Financial Corp. (COF) by 37.5% during the third quarter following a sale of 227,349 shares, resulting in ownership of 378,889 shares....
Canoe Financial LP Sells 4,434 Shares of Chubb Limited $CB
During the third quarter, Canoe Financial LP reduced its holdings in Chubb Limited by selling 4,434 shares, resulting in ownership of 142,451 shares....
Canoe Financial LP Lowers Stock Holdings in Expand Energy Corporation $EXE
Canoe Financial LP reduced its holdings of Expand Energy Corporation's stocks by 29.6% during the third quarter. The company sold 92,163 shares and now owns 218,937 shares....
Blue Zone Wealth Advisors LLC Raises Stock Position in Salesforce Inc. $CRM
Blue Zone Wealth Advisors LLC increased its holdings in Salesforce Inc. by 43% during the third quarter of the fiscal year, according to a recent filing with the Securities and Exchange Commission. Th...
Farther Finance Advisors LLC Increases Stock Position in SPDR Portfolio Emerging Markets ETF $SPEM
Farther Finance Advisors LLC increased its holdings of SPDR Portfolio Emerging Markets ETF (SPEM) by 45.5% during Q3, according to a recent SEC filing. Their ownership rose to 58,564 shares due to an ...
Intel (NASDAQ:INTC) Shares Gap Down – Should You Sell?
Shares of Intel Corporation (NASDAQ:INTC) opened lower on Wednesday, with prices dropping from Tuesday's closing price of $36.35 to an opening value of $35.17. By the end of the day, shares settled at...
The Home Depot, Inc. $HD Shares Purchased by Brookstone Capital Management
In the third quarter, Brookstone Capital Management increased its stake in The Home Depot (NYSE:HD) shares by purchasing an additional 2,813 shares, leading to a total of 34,547 shares owned....
DAVENPORT & Co LLC Sells 1,173 Shares of S&P Global Inc. $SPGI
DAVENPORT & Co LLC reduced its holdings in S&P Global Inc by selling 1,173 shares in the third quarter, bringing their ownership to 16,867 shares....
Farther Finance Advisors LLC Buys 10,265 Shares of First Trust Capital Strength ETF $FTCS
During Q3, Farther Finance Advisors LLC increased its holding in First Trust Capital Strength ETF (NASDAQ: FTCS) by purchasing an additional 10,265 shares, growing their total stake to 23,747 shares....
DAVENPORT & Co LLC Sells 1,355,365 Shares of iShares Silver Trust $SLV
During the third quarter, DAVENPORT & Co LLC reduced its holdings in iShares Silver Trust ETF by selling 1,355,365 shares, leaving it with a total of 161,419 shares. The information was disclosed to t...
DAVENPORT & Co LLC Has $25.91 Million Position in Eli Lilly and Company $LLY
DAVENPORT & Co LLC increased its holdings of Eli Lilly and Company shares by 6.5% in the third quarter, adding 2,080 more shares to reach a total ownership of 34,138 shares worth approximately $25.91 ...
DAVENPORT & Co LLC Reduces Stock Position in Applied Materials, Inc. $AMAT
DAVENPORT & Co LLC reduced its holdings of Applied Materials, Inc.'s stock by 6.5% during the 3rd quarter. The reduction was from selling 3,137 shares, leaving DAVENPORT & Co LLC with a total holding ...
Insider Selling: Vicor (NASDAQ:VICR) CFO Sells $550,000.00 in Stock
James Schmidt, the Chief Financial Officer of Vicor Corporation (NASDAQ:VICR), sold 5,000 shares of the company's stock on December 22nd at an average price of $110.00 per share for a total transactio...
Brookstone Capital Management Raises Stock Holdings in Citigroup Inc. $C
Brookstone Capital Management increased its holdings in Citigroup Inc. (NYSE:C) by 31.5% during the third quarter, after purchasing an additional 18,176 shares, bringing their total to 75,914 shares....
BSW Wealth Partners Purchases New Shares in American Water Works Company, Inc. $AWK
BSW Wealth Partners has increased its investment in American Water Works Company Inc., purchasing 5,000 shares valued at approximately $696,000 during the third quarter as reported to the SEC....
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