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Ferguson Wellman Capital Management Inc. Cuts Stake in AutoNation, Inc. $AN
Ferguson Wellman Capital Management Inc. reduced its stake in AutoNation, Inc. by 8.3% in the third quarter, selling 2,920 shares and holding 32,410 shares....
Costco Wholesale Corporation $COST Shares Sold by Duncker Streett & Co. Inc.
During the third quarter, Duncker Streett & Co. Inc. reduced its holdings in Costco Wholesale Corporation by 48.3%, selling 6,034 shares and retaining ownership of 6,471 shares which make up about 1% ...
UnitedHealth Group Incorporated $UNH Shares Sold by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc reduced its holdings of UnitedHealth Group Incorporated (NYSE:UNH) stock in the third quarter by selling 4,749 shares. The firm now holds 28,314 shares....
Invesco S&P 500 Momentum ETF $SPMO Shares Bought by Evolution Wealth Management Inc.
Evolution Wealth Management Inc. significantly increased its holdings of the Invesco S&P 500 Momentum ETF by 468.7% during the third quarter, purchasing an additional 6,107 shares to hold a total of 7...
Dock Street Asset Management Inc. Lowers Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM
Dock Street Asset Management Inc. decreased its holdings of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.9% during the third quarter, selling 8,889 shares, as reported in its most recent SEC filin...
Duncker Streett & Co. Inc. Sells 1,043 Shares of Mastercard Incorporated $MA
Duncker Streett & Co. Inc. reduced its holdings of Mastercard Incorporated by 1,043 shares during the third quarter, selling them to own a total of 31,011 shares which represent 3.1% of their portfoli...
Ferguson Wellman Capital Management Inc. Sells 115,197 Shares of Avery Dennison Corporation $AVY
Ferguson Wellman Capital Management Inc. reduced its shareholding in Avery Dennison Corp by 79.3% during the third quarter, selling off 115,197 shares and retaining 30,009 shares as disclosed in their...
Dock Street Asset Management Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG
Dock Street Asset Management Inc. has acquired 7,731 shares in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) during Q3 as reported in its submission of Form 13F to the SEC, valuing their ne...
AbbVie Inc. $ABBV Shares Bought by Duncker Streett & Co. Inc.
Institutional investor Duncker Streett & Co. Inc. increased its holding of AbbVie Inc. by 17.7% in the third quarter, adding 10,721 shares to raise its total持股至71,277股。...
Ferguson Wellman Capital Management Inc. Boosts Stock Holdings in Accenture PLC $ACN
Ferguson Wellman Capital Management Inc. significantly increased its holdings of Accenture PLC stock by 1,408.2% during the third quarter, according to a recent filing with the SEC. The firm now owns ...
Dock Street Asset Management Inc. Purchases 14,964 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Dock Street Asset Management Inc. has increased its ownership stake in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing an additional 14,964 shares during the third quarter, bringing its ...
Evolution Wealth Management Inc. Buys 33,315 Shares of Innovator Power Buffer Step-Up Strategy ETF $PSTP
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
Lowe’s Companies, Inc. $LOW Shares Acquired by Duncker Streett & Co. Inc.
Duncker Streett & Co. Inc. increased its stake in Lowe's Companies Inc. by purchasing an additional 12,324 shares during the third quarter, raising its holdings to 34,756 shares....
Elk River Wealth Management LLC Grows Stock Position in The Goldman Sachs Group, Inc. $GS
Elk River Wealth Management LLC increased its holdings in The Goldman Sachs Group, Inc. by 14% in the third quarter, adding 749 shares to a total of 6,105 shares through acquisitions....
Ferguson Wellman Capital Management Inc. Grows Holdings in East West Bancorp, Inc. $EWBC
In the third quarter of 2023, Ferguson Wellman Capital Management Inc., an institutional investor, increased its holdings of East West Bancorp stock by 2.6%. After buying additional shares, it now own...
Dock Street Asset Management Inc. Boosts Stake in Invesco Short Term Treasury ETF $TBLL
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
Ethos Financial Group LLC Makes New $467,000 Investment in Micron Technology, Inc. $MU
Ethos Financial Group LLC has established a new stake in Micron Technology Inc., acquiring 2,789 shares valued at around $467,000 during the third quarter of the year....
Visa Inc. $V Stake Boosted by DSM Capital Partners LLC
DSM Capital Partners LLC has increased its holdings in Visa Inc by 9.6% during the third quarter of the year after acquiring an additional 43,365 shares....
CX Institutional Increases Stock Position in Verizon Communications Inc. $VZ
CX Institutional increased its holdings of Verizon Communications by 50.5% in the third quarter, adding 12,794 shares to reach a total ownership of 38,108 shares. This information comes from recent fi...
Corebridge Financial (NYSE:CRBG) Price Target Lowered to $33.00 at UBS Group
UBS Group lowered Corebridge Financial's target price from $35 to $33 on Thursday and maintained a neutral rating for the stock....
CX Institutional Acquires 6,451 Shares of American Tower Corporation $AMT
CX Institutional significantly increased its holdings in American Tower Corporation by purchasing an additional 6,451 shares during the third quarter, bringing its total to 8,763 shares. This represen...
CX Institutional Grows Holdings in Cummins Inc. $CMI
CX Institutional increased its stake in Cummins Inc. by 174 percent during the third quarter, adding a total of 3,441 shares, for an ownership of 5,419 shares....
CX Institutional Acquires 1,878 Shares of Linde PLC $LIN
CX Institutional increased its shareholding in Linde PLC by acquiring an additional 1,878 shares during the third quarter, resulting in a total ownership of 4,687 shares. This marks a 66.9% increase i...
CX Institutional Grows Stock Holdings in Marriott International, Inc. $MAR
CX Institutional significantly increased its investment in Marriott International Inc., purchasing an additional 2,150 shares during the third quarter of 2023, thereby raising their total holdings to ...
Ethos Financial Group LLC Acquires 29,469 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Ethos Financial Group LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (ticker: SCHR) by 165.2% during the third quarter through additional purchases of 29,469 shares, totaling...
Citizens National Bank Trust Department Grows Position in Walmart Inc. $WMT
Citizens National Bank Trust Department has increased its holdings in Walmart Inc by 8.6% in the third quarter of this year, as per their latest SEC filing. They now own 70,586 shares after adding ano...
TXO Partners (NYSE:TXO) Sets New 1-Year Low – Should You Sell?
TXO Partners LP (NYSE: TXO) shares reached a new 52-week low of $10.31 on Wednesday before settling at $10.4550, with about 176,643 shares traded. The stock previously closed at $10.60....
CoreCap Advisors LLC Acquires 5,239 Shares of Seagate Technology Holdings PLC $STX
CoreCap Advisors LLC increased its holdings of Seagate Technology Holdings' shares by purchasing an additional 5,239 shares in the third quarter, resulting in a total ownership of 6,360 shares as per ...
CoreCap Advisors LLC Sells 58,033 Shares of Ford Motor Company $F
CoreCap Advisors LLC reduced its investment in Ford Motor Company by selling 58,033 shares during the third quarter, resulting in a total of 117,575 shares held....
Cerity Partners LLC Sells 34,544 Shares of iShares S&P 500 Growth ETF $IVW
Cerity Partners LLC reduced its holdings in the iShares S&P 500 Growth ETF (IVW) by selling 34,544 shares during the third quarter. After this sale, the institutional investor now owns 287,129 shares ...
Cerity Partners LLC Purchases 12,788 Shares of Marathon Petroleum Corporation $MPC
During the third quarter, Cerity Partners LLC increased its holdings of Marathon Petroleum Corporation by purchasing an additional 12,788 shares. Its total ownership stood at 193,425 shares following ...
D.A. Davidson & CO. Acquires 1,346 Shares of Synopsys, Inc. $SNPS
D.A. Davidson & CO. increased its holdings of Synopsys Inc. by purchasing an additional 1,346 shares during the third quarter, raising their total to 5,715 shares....
Cerity Partners LLC Buys 30,906 Shares of Aflac Incorporated $AFL
Cerity Partners LLC increased its shareholding in Aflac Incorporated by 13.9% during the third quarter, having bought an additional 30,906 shares. This move brought their total ownership to 253,244 sh...
SPDR Portfolio S&P 500 ETF $SPLG Shares Purchased by Cerity Partners LLC
Cerity Partners LLC increased its holdings of SPDR Portfolio S&P 500 ETF (SPLG) by 12.7% in the third quarter, acquiring an additional 43,339 shares to reach a total ownership of 383,625 shares....
Cerity Partners LLC Increases Stock Position in The Travelers Companies, Inc. $TRV
Cerity Partners LLC increased its shareholding in The Travelers Companies, Inc. by purchasing an additional 7,657 shares during the third quarter, raising its total holdings to 110,568 shares....
Cerity Partners LLC Sells 4,112 Shares of Ameriprise Financial, Inc. $AMP
Cerity Partners LLC reduced its holdings in Ameriprise Financial's stock by selling 4,112 shares in the third quarter. The firm now owns 63,883 shares....
Ferguson Wellman Capital Management Inc. Acquires 120,671 Shares of Automatic Data Processing, Inc. $ADP
Ferguson Wellman Capital Management Inc. increased its stake in Automatic Data Processing, Inc. by acquiring an additional 120,671 shares during the third quarter, raising their total holdings to 393,...
Ferguson Wellman Capital Management Inc. Purchases 64,037 Shares of Entergy Corporation $ETR
Ferguson Wellman Capital Management Inc. increased its holdings in Entergy Corporation by 5.2% over the third quarter via an addition of 64,037 shares. The firm now owns a total of 1,299,428 shares of...
Ferguson Wellman Capital Management Inc. Has $38.01 Million Holdings in BlackRock $BLK
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...
Cardinal Capital Management Buys New Shares in Enersys $ENS
In the third quarter, Cardinal Capital Management purchased 11,605 shares of Enersys stock at an estimated value of $1.3 million, according to new filing details....
Analysts’ Weekly Ratings Changes for KB Home (KBH)
Several financial analysts have revised their ratings and price targets on KB Home's stock (NYSE: KBH) recently. UBS Group AG reduced the price target from $77 to $71 while maintaining a 'buy' recomme...
Foster & Motley Inc. Increases Stock Position in Principal Financial Group, Inc. $PFG
Foster & Motley Inc. expanded its stock holding in Principal Financial Group by 17.1% during the third quarter through an addition of 5,982 shares, thereby increasing its holdings to a total of 40,923...
James Richard Porter Sells 17,890 Shares of Nuvalent (NASDAQ:NUVL) Stock
Nuvalent CEO James Richard Porter sold 17,890 shares at an average price of $97.32 per share on January 5th, totaling $1,741,054.80. After this transaction, he directly owned 288,172 Nuvalent shares....
Cardinal Capital Management Reduces Holdings in United States Lime & Minerals, Inc. $USLM
Cardinal Capital Management decreased its holdings in US Lime & Minerals Inc by 22.5% during the third quarter of 2023 after selling 12,961 shares, reducing their total to 44,533 shares. This change i...
Xingjuan Chao Sells 79,000 Shares of CeriBell (NASDAQ:CBLL) Stock
CeriBell Inc.'s CEO, Xingjuan Chao, sold 79,000 shares on January 5th at an average price of $21.27 per share, totalling a sale value of approximately $1,680,330. She currently holds 741,248 shares di...
Cardinal Capital Management Cuts Stock Holdings in Raymond James Financial, Inc. $RJF
Cardinal Capital Management decreased its holdings in Raymond James Financial Inc by selling 4,180 shares in the third quarter, resulting in an adjusted position of 28,263 shares. This reduction is re...
Clear Harbor Asset Management LLC Buys 1,517 Shares of Everest Group, Ltd. $EG
During the third quarter, Clear Harbor Asset Management LLC increased its holdings in Everest Group, Ltd. by 9.2%, adding an additional 1,517 shares to reach a total ownership of 17,942 shares....
Clear Harbor Asset Management LLC Has $21.38 Million Position in Vanguard FTSE All-World ex-US ETF $VEU
Clear Harbor Asset Management LLC increased its holdings in the Vanguard FTSE All-World ex-US ETF (VEU) by 2.5% during the third quarter, raising its stake from 292,235 to 299,618 shares....
James Fu Bin Lu Sells 92,071 Shares of Grindr (NYSE:GRND) Stock
Grindr's major shareholder James Fu Bin Lu sold 92,071 shares on January 5th at an average price of $13.53 per share, totaling $1,245,720.63....
Roper Technologies, Inc. $ROP Shares Sold by Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC reduced its holdings of Roper Technologies Inc's shares by 3.1% during the third quarter, as detailed in their latest Form 13F filing with the SEC. The firm now owns ...
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