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2026-01-19 00:40 UTC
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3244 articles • Page 8 of 65

Permanent Capital Management LP Purchases New Shares in The Bank of New York Mellon Corporation $BK
Permanent Capital Management LP bought 20,760 new shares of The Bank of New York Mellon Corporation during the third quarter, valued at approximately $2.26 million....
Permanent Capital Management LP Purchases New Stake in Vail Resorts, Inc. $MTN
Permanent Capital Management LP has acquired 7,296 shares of Vail Resorts Inc., worth approximately $1,091,000, during the third quarter as per their latest filing with the SEC. This marks a new posit...
Valley National Advisers Inc. Sells 40,062 Shares of Williams Companies, Inc. (The) $WMB
Valley National Advisers Inc. decreased its holdings in Williams Companies, Inc. (WMB) by selling 40,062 shares during the third quarter, reducing its total ownership to 2,962 shares....
Sowell Financial Services LLC Sells 4,569 Shares of Royal Caribbean Cruises Ltd. $RCL
Sowell Financial Services LLC reduced its holdings in Royal Caribbean Cruises Ltd. by 29.4% in the third quarter of the year, according to SEC filings. The firm sold 4,569 shares, resulting in ownersh...
Costco Wholesale Corporation $COST Shares Sold by Sowell Financial Services LLC
Sowell Financial Services LLC reduced its holdings of Costco Wholesale Corporation's stock by 9.9% in the third quarter, selling off 2,062 shares and leaving it with a total of 18,690 shares....
Trust Point Inc. Acquires Shares of 104,822 Apple Inc. $AAPL
Trust Point Inc has purchased a new position in Apple Inc., acquiring 104,822 shares valued at approximately $26,691,000, making up roughly 2.2% of their portfolio as reported to the Securities and Ex...
Apple Inc. $AAPL Stock Holdings Trimmed by Thomasville National Bank
Thomasville National Bank has decreased its holdings of Apple Inc. (NASDAQ:AAPL) by selling 6,044 shares in the third quarter, reducing their total ownership to 226,961 shares....
Accenture PLC $ACN Shares Purchased by Deprince Race & Zollo Inc.
Deprince Race & Zollo Inc. increased its holdings in Accenture PLC by 36.4%, adding 23,406 shares during the third quarter to total 87,681 shares....
Bellecapital International Ltd. Purchases 2,874 Shares of Intuitive Surgical, Inc. $ISRG
Bellecapital International Ltd. increased its stake in Intuitive Surgical, Inc. by 113.3% during the third quarter, as reported in their SEC filing Form 13F. The company now owns 5,410 shares post-pur...
Osaic Holdings Inc. Has $2.82 Million Stock Holdings in Wabtec $WAB
Osaic Holdings Inc significantly increased its stock holdings in Wabtec during the second quarter, growing its stake by 86.7% through an additional purchase of 6,709 shares, resulting in a total owner...
Insider Selling: NET Power (NYSE:NPWR) Major Shareholder Sells $226,000.00 in Stock
An insider from 8 Rivers Capital, Llc sold 100,000 shares of NET Power Inc (NYSE:NPWR) stock on December 22nd at an average price of $2.26 per share, totalling $226,000 in value....
Exchange Traded Concepts LLC Buys 7,914 Shares of UnitedHealth Group Incorporated $UNH
Exchange Traded Concepts LLC increased its stake in UnitedHealth Group Inc. by purchasing an additional 7,914 shares in the third quarter, raising its total holdings to 12,098 shares....
Breakthru Advisory Services LLC Takes Position in NVIDIA Corporation $NVDA
Breakthru Advisory Services LLC established a new stock position in NVIDIA Corporation during the third quarter of 2023. The company's latest filing with the Securities and Exchange Commission (SEC) r...
Farther Finance Advisors LLC Has $53.67 Million Stock Holdings in Vanguard Value ETF $VTV
Farther Finance Advisors LLC increased its holdings of Vanguard Value ETF by 259.2% in the third quarter, acquiring an additional 207,677 shares to reach a total of 287,791 shares worth $53.67 million...
Red Door Wealth Management LLC Acquires 1,704 Shares of Tesla, Inc. $TSLA
Red Door Wealth Management LLC increased its holdings in Tesla, Inc. by purchasing an additional 1,704 shares during the third quarter of 2022, thereby raising its total shareholdings to 6,667....
Perpetual Ltd Invests $1.04 Million in Expand Energy Corporation $EXE
According to SEC filings, Perpetual Ltd has purchased 9,784 new shares of Expand Energy Corporation during the third quarter for a total investment of approximately $1,039,000....
Focus Financial Network Inc. Purchases Shares of 6,616 SPDR S&P Homebuilders ETF $XHB
Focus Financial Network Inc. has acquired a new stake of 6,616 shares in the SPDR S&P Homebuilders ETF (XHB) during the third quarter, with an estimated value of $733,000 as reported in their latest 1...
Squarepoint Ops LLC Buys New Shares in ePlus inc. $PLUS
Squarepoint Ops LLC has recently acquired 17,668 shares of ePlus inc. (NASDAQ: PLUS) stock during the second quarter as per their latest filing with the SEC. The acquisition amounts to approximately $...
Cooper Financial Group Has $315,000 Stock Position in Vanguard Total Stock Market ETF $VTI
Cooper Financial Group reduced its holdings in the Vanguard Total Stock Market ETF (NYSEARCA: VTI) by 91.2% during the third quarter, selling off 9,890 shares and retaining a position of only 960 shar...
Huntington Bancshares (NASDAQ:HBAN) Given New $20.00 Price Target at Royal Bank Of Canada
Royal Bank of Canada raised the target price for Huntington Bancshares' stock from $19.00 to $20.00, maintaining an 'outperform' rating. The research note was published on Friday....
Board of the Pension Protection Fund Takes $1.14 Million Position in Delta Air Lines, Inc. $DAL
The Pension Protection Fund has recently purchased 20,100 shares of Delta Air Lines (DAL) stock during the third quarter for a total value of approximately $1.14 million....
MGP Ingredients (NASDAQ:MGPI) Share Price Passes Below Two Hundred Day Moving Average – Here’s Why
MGP Ingredients Inc., listed on NASDAQ as MGPI, saw its share price drop below the company's 200-day moving average during Thursday trading, reaching a low of $24.41 compared to a 200-day moving avera...
Credit Suisse High Yield Bond Fund (NYSEAMERICAN:DHY) Shares Cross Below 200-Day Moving Average – What’s Next?
Shares of Credit Suisse High Yield Bond Fund (DHY) declined and crossed below its 200-day moving average on Thursday. The stock, which has a 200-day moving average of $2.08, traded as low as $1.98. By...
Why investors should remain bullish on Hong Kong, mainland stocks in 2026
Despite declines in Chinese stock indexes at the end of 2025, many Wall Street banks still maintain a positive outlook for 2026, though some have become more cautious. Morgan Stanley predicts that aft...
Speedy Hire (LON:SDY) Stock Crosses Below Two Hundred Day Moving Average – Time to Sell?
The stock of Speedy Hire Plc (LON:SDY) fell below its 200-day moving average during Tuesday's trading. The company's average price over the past 200 days was GBX 27.24, whereas it traded as low as GBX...
PTC Therapeutics (NASDAQ:PTCT) EVP Lee Scott Golden Sells 866 Shares of Stock
Lee Scott Golden, EVP at PTC Therapeutics (NASDAQ: PTCT), sold 866 shares of the company's stock on January 8th for an average price of $76.45 per share. The total value of the transaction was approxi...
GRIMES & Co WEALTH MANAGEMENT LLC Has $5.67 Million Stake in International Business Machines Corporation $IBM
GRIMES & Co Wealth Management LLC increased its holdings in International Business Machines (IBM) by 24.9% during the third quarter, according to a recent SEC filing. The firm now owns 20,085 shares o...
Decker Retirement Planning Inc. Purchases 54,347 Shares of Palantir Technologies Inc. $PLTR
Decker Retirement Planning Inc. significantly increased its holdings in Palantir Technologies Inc., upping the stock position by 778.7% to a total of 61,326 shares through additional purchases of 54,3...
Costco Wholesale Corporation $COST Shares Acquired by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC increased its ownership of Costco Wholesale Corporation's shares by 19% during the third quarter, adding 1,097 more shares to reach a total of 6,882. This information is...
Enliven Therapeutics (NASDAQ:ELVN) Director Richard Heyman Sells 4,285 Shares of Stock
Richard Heyman, director of Enliven Therapeutics (NASDAQ:ELVN), sold 4,285 shares at an average price of $25 per share on January 9th, totalling $107,125. Post-sale, he directly owns 25,107 shares....
First Horizon Corp Acquires New Holdings in Capital One Financial Corporation $COF
First Horizon Corp has acquired a new position of shares worth approximately $2,014,000 in Capital One Financial Corporation during the third quarter. The number of shares purchased stands at 9,472....
Broadcom Inc. $AVGO is Financial Advisory Partners LLC’s 9th Largest Position
Financial Advisory Partners LLC reduced its holding of Broadcom Inc.'s shares by 14.8% in the third quarter by selling 4,521 shares. The firm now owns 26,095 shares, which constitutes Broadcom as thei...
HB Wealth Management LLC Has $76.89 Million Holdings in Broadcom Inc. $AVGO
HB Wealth Management LLC increased its holdings in Broadcom Inc. by 9.5% during the third quarter, acquiring an additional 20,142 shares to reach a total of 233,068 shares....
Campbell’s (NASDAQ:CPB) EVP Anthony Sanzio Sells 2,700 Shares
Campbell's Company (CPB) executive vice president, Anthony Sanzio, sold 2,700 shares of the company at an average price of $26.51 per share on January 9th, amounting to a total transaction value of ap...
Dimensional International Value ETF $DFIV Shares Acquired by Financial Futures Ltd Liability Co.
Financial Futures Ltd Liability Co increased its holdings in Dimensional International Value ETF by 6.2% in the third quarter, acquiring an additional 11,495 shares to bring total ownership to 196,937...
uniQure (NASDAQ:QURE) Director Jack Kaye Sells 6,390 Shares of Stock
Jack Kaye, a director at uniQure (NASDAQ: QURE), sold 6,390 shares on January 9th for an average price of $27.28 per share, totalling $174,319.20. Post-sale, Kaye retained ownership of 20,439 shares....
ASA Gold and Precious Metals (NYSE:ASA) Major Shareholder Saba Capital Management, L.P. Purchases 2,479 Shares
Saba Capital Management, L.P., a major shareholder of ASA Gold and Precious Metals Limited listed on NYSE as ASA, purchased 2,479 shares at an average price of $60.71 per share, amounting to a total p...
Clene (NASDAQ:CLNN) Major Shareholder Chidozie Ugwumba Sells 9,075 Shares of Stock
Chidozie Ugwumba, a major shareholder of Clene Inc (NASDAQ:CLNN), sold 9,075 shares at an average price of $6.27 per share on January 9th, totalling $56,900.25. Post-transaction, he owns 741,292 share...
7,572 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Crew Capital Management Ltd
In the third quarter, Crew Capital Management Ltd increased its stake in Advanced Micro Devices Inc by purchasing 7,572 shares worth approximately $1.225 million....
GRIMES & Co WEALTH MANAGEMENT LLC Sells 5,727 Shares of Biogen Inc. $BIIB
GRIMES & Co Wealth Management LLC decreased its holdings in Biogen Inc. by 14% during the third quarter. The company sold 5,727 shares and now holds a total of 35,297 shares of the biotechnology firm'...
GRIMES & Co WEALTH MANAGEMENT LLC Sells 117,617 Shares of Hewlett Packard Enterprise Company $HPE
GRIMES & Co WEALTH MANAGEMENT LLC decreased its stake in Hewlett Packard Enterprise Company by 12.7% during the third quarter, selling 117,617 shares to hold 806,980 shares....
Elemental Capital Partners LLC Takes Position in Credo Technology Group Holding Ltd. $CRDO
Elemental Capital Partners LLC acquired 135,186 shares of Credo Technology Group Holding Ltd. (NASDAQ: CRDO) during the third quarter, with a total value of approximately $19,684,000....
GRIMES & Co WEALTH MANAGEMENT LLC Lowers Holdings in John Hancock Multifactor Large Cap ETF $JHML
In its latest Form 13F filing with the SEC, GRIMES & Co WEALTH MANAGEMENT LLC reported a reduction of 1.7% in holdings of John Hancock Multifactor Large Cap ETF (JHML) during the third quarter by sell...
Legacy Trust Purchases 1,423 Shares of iShares Core S&P 500 ETF $IVV
Legacy Trust increased its holdings of iShares Core S&P 500 ETF (IVV) during the third quarter by adding 1,423 shares. This purchase raises their total ownership to 37,407 shares. The information is b...
Valmark Advisers Inc. Cuts Holdings in Motorola Solutions, Inc. $MSI
Valmark Advisers Inc. decreased its holdings of Motorola Solutions by 68.3% in the third quarter, selling 2,591 shares and retaining 1,205 shares....
New York State Teachers Retirement System Has $54.06 Million Stock Holdings in Motorola Solutions, Inc. $MSI
The New York State Teachers Retirement System decreased its holding in Motorola Solutions, Inc. by selling 14,692 shares during the third quarter, reducing its total holdings to 118,228 shares worth a...
Sumitomo Mitsui DS Asset Management Company Ltd Has $177.25 Million Holdings in Visa Inc. $V
Sumitomo Mitsui DS Asset Management increased its holdings in Visa Inc. by 2.9% during the third quarter, as reported in their latest SEC filing. The investment firm now owns 519,206 shares of Visa....
Sonoma Allocations LLC Acquires Shares of 1,274 Eli Lilly and Company $LLY
Sonoma Allocations LLC purchased 1,274 shares in Eli Lilly and Company (NYSE: LLY) during the third quarter. The new position is valued at approximately $1,045,000....
New York State Teachers Retirement System Buys 18,202 Shares of Dell Technologies Inc. $DELL
The New York State Teachers Retirement System increased its stake in Dell Technologies Inc. by purchasing an additional 18,202 shares during the third quarter, raising its total holdings to 254,672 sh...
Johnson Controls International plc $JCI Shares Sold by New York State Teachers Retirement System
New York State Teachers Retirement System decreased its holdings of Johnson Controls International plc (NYSE: JCI) by 4.2% in the third quarter, selling off 21,587 shares and retaining ownership of 49...
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