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Citizens Financial Group Inc. increased its holdings in Cintas Corporation by 8.4% through additional purchases of 3,715 shares during the third quarter, according to a recent SEC filing....
Clean Yield Group reduced its shareholding in Broadcom Inc. (NASDAQ: AVGO) by 3.5% during the third quarter, according to a recent SEC filing. The firm sold 1,518 shares of the semiconductor company's...
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....
Evan Roberts, an insider at Phreesia Inc., sold 6,317 shares on January 8th for a total of $107,452.17 at an average price of $17.01 per share....
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...
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...
Milan Begliarbekov, Chief Operating Officer of Quantum Computing Inc., sold 2,860 shares on January 7th at an average price of $11.85 per share, earning a total of $33,891. After the transaction, he d...
Thomas Indelicarto, Executive Vice President of VeriSign Inc., sold 166 shares on January 9th at $250 per share, earning a total of $41,500. He now owns 31,111 shares in the company....
Short interest for Digerati Technologies Inc., as of December 31st, spiked by 2,030.4% from the previous period to reach a total of 134,856 shares, marking an ownership stake of 0.1%. This marks a sig...
Tara Mackey, an insider at AZZ Inc., sold 1,568 shares on January 9th at $119.43 per share for a total of approximately $187,266. After the transaction, she holds 28,086 shares....
Raphael Bousquet, Netskope Inc.'s Chief Revenue Officer (CRO), disposed of 3,823 shares on January 12th at an average price of $16.66 per share, totalling a transaction value of $63,691.18. This sale ...
Matthijs Glastra, CEO of Novanta Inc., sold 323 shares at an average price of $130.14 each on January 8th, totalling a transaction value of $42,035.22. Post-sale, he owns 85,044 shares in the company....
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....
Jane Bone, Chief Accounting Officer of Elastic N.V., sold 1,187 shares at an average price of $80.31 on January 9th, for a total sale of approximately $95,328. Post-sale, she owns 43,171 company share...
Michelle Kennedy, Senior Vice President at Movado Group Inc., sold 1,290 shares of the company's stock on December 9th. The transaction was executed with an average share price of $20.89, resulting in...
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...
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....
GRIMES & Co Wealth Management LLC increased its holdings of The Bank of New York Mellon Corporation stock by 466.6% during the third quarter, according to a filing with the SEC. It now holds 35,178 sh...
Decker Retirement Planning Inc. purchased 175,150 shares of CompoSecure, Inc. during the third quarter at an estimated value of $3,647,000....
Decker Retirement Planning Inc. has increased its holdings in Willdan Group, Inc., buying 33,679 shares for approximately $3.256 million in the third quarter of this year. According to their latest fi...
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....
Harbor Investment Advisory LLC decreased its stake in Equinix Inc. by 14.3% during Q3, reducing from previous levels and holding a quantity of 3,855 shares....
GRIMES & Co Wealth Management LLC reduced its holdings in PayPal Holdings Inc by selling 14,934 shares during the third quarter, leaving it with 125,456 shares....
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 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 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 reduced its holding of Kimberly-Clark Corporation by selling 10,290 shares in the third quarter, resulting in a new total ownership of 138,116 shares....
During the third quarter, Decker Retirement Planning Inc. reduced its holdings in Invesco QQQ by selling 10,684 shares, resulting in ownership of only 79 shares....
During the third quarter, Decker Retirement Planning Inc. acquired 28,136 shares of Primoris Services Co., worth about $3.864 million, according to their latest SEC filing....
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 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...
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....
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....
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. reported an increased stake in TTM Technologies, acquiring 51,447 shares valued at approximately $2.963 million during the third quarter of 2023 as disclosed in their S...
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...
Decker Retirement Planning Inc. decreased its holdings in the SPDR S&P Metals & Mining ETF (symbol: XME) by selling 76,471 shares during the third quarter. The company now owns 47,785 shares of this e...
Garrison Point Advisors LLC increased its holdings in Meta Platforms (META) by 94.1% during the third quarter, as reported to the SEC through a Form 13F filing. The firm now owns 8,799 shares of META ...
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....
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 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 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...
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 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 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 reduced its holdings of ASML Holding N.V. by selling 1,705 shares in the third quarter, resulting in ownership of 14,471 shares....
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...
During the 3rd quarter, GRIMES & Co Wealth Management LLC decreased its holdings in Xylem Inc. by selling 10,176 shares, reducing its ownership to 65,443 shares as per its SEC Form 13F filing....
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...
First Horizon Corp has purchased 6,664 shares of Novartis AG (NYSE: NVS) valued at approximately $855,000 in the third quarter. This information is derived from the latest Form 13F filing with the SEC...