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8423 articles • Page 154 of 169
Argent Capital Management LLC decreased its stock position in Amazon.com by 1% in the third quarter of the year as per SEC filing, selling off 9,536 shares and holding 970,420 shares worth $213.08 mil...
Vontobel Holding Ltd. reduced its stake in JPMorgan Chase & Co. by 4.1% during the third quarter, selling 15,531 shares and retaining ownership of 361,531 shares based on recent SEC filings....
Meyer Handelman Co. reduced its stock holdings in The Home Depot Inc. by selling 5,425 shares in the third quarter, as reported in a recent Form 13F filing with the SEC. After this transaction, Meyer ...
Sowell Financial Services LLC increased its holdings in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA: GCOR) by purchasing an additional 15,678 shares during the third quarter. After this tra...
Schulz Wealth LTD acquired shares worth approximately $1.37 million in Innovator U.S. Equity 10 Buffer ETF (ZALT) during the third quarter of the year....
Marathon Asset Management Ltd decreased its holdings in Coca-Cola Europacific Partners by 1.3% in the third quarter, selling 14,892 shares and maintaining ownership over 1,165,190 shares....
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Melone Private Wealth LLC has acquired a position of 14,500 shares in the Capital Group Growth ETF during the third quarter of the year, as reported in their 13F filing with the SEC. The investment is...
Schulz Wealth LTD increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 80.7% during the third quarter, adding 31,070 shares to bring their total ownership to 69,589 shares....
Valley National Advisers Inc. reduced its holdings in Kinder Morgan Inc. by 91.3% during the third quarter, selling off 85,134 shares and retaining only 8,151 shares....
VERITY Wealth Advisors减持了iSharesExponentialTechnologiesETF（代码：XT）的7,479股，持股比例从原持有量下降63.5%至持有4,301股。这是根据提交给美国证券交易委员会最近一份13F文件中显示的内容，在第三季度进行了上述股票交易操作。...
During the third quarter, Melone Private Wealth LLC increased its holdings of SPDR Dow Jones Industrial Average ETF Trust (DIA) by 10%, up to a total of 31,198 shares....
Marathon Asset Management Ltd reduced its holdings in Brookfield Corporation by selling 83,126 shares in the third quarter, resulting in ownership of 1,390,733 shares. This represents a 5.6% reduction...
In the third quarter, Melone Private Wealth LLC increased its investment in Davis Select U.S. Equity ETF (BATS:DUSA) by 76.2%, purchasing an additional 11,063 shares for a total of 25,575 shares....
Regatta Capital Group LLC increased its stake in iShares Core High Dividend ETF (NYSEARCA: HDV) by 42.7% during the third quarter of 2023, as reported to the Securities and Exchange Commission. The fi...
Melone Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF (IJR) by 23% during the third quarter, adding 10,992 shares to bring total ownership to 58,801 shares....
During the third quarter, Granite Bay Wealth Management LLC decreased its holdings in Alphabet Inc. by selling 3,366 shares, reducing its ownership to 35,349 shares. This information was disclosed thr...
Pacer Advisors Inc. reduced its holdings in Alphabet Inc. by 2.5% during the third quarter, as revealed through a SEC filing. After selling 13,633 shares, the firm now holds 533,855 shares of the comp...
JGP Wealth Management LLC increased its holdings in Alphabet Inc. by purchasing an additional 3,374 shares in the third quarter, resulting in total ownership of 8,321 shares as per their Form 13F fili...
Mayflower Financial Advisors LLC reduced its shareholding in Adobe Inc. by 54.5% during the third quarter after selling 1,520 shares of the software company's stock. The firm now owns 1,267 shares....
During the third quarter, Permanent Capital Management LP purchased 12,575 shares of Bank of America Corporation's stock for an estimated value of $649,000. This is noted in their latest filing with t...
Permanent Capital Management LP bought a new stake in Brunswick Corporation's shares (NYSE:BC) during the third quarter, as reported in their recent 13F filing with the SEC. The purchase included 11,2...
Permanent Capital Management LP acquired 5,990 shares of Northern Trust Corporation's stock in the third quarter, valued at approximately $811,000. This information was disclosed through a Form 13F fi...
Permanent Capital Management LP acquired 147,769 shares of Aura Biosciences during the third quarter, with a total investment value of approximately $913,000....
Permanent Capital Management LP acquired 3,041 shares of Cigna Group in the third quarter, valued at approximately $877,000....
Permanent Capital Management LP purchased 2,494,540 shares of Aurora Innovation, Inc. (NASDAQ: AUR) during the third quarter, increasing their investment by approximately $13,446,000. These holdings n...
Permanent Capital Management LP acquired new holdings in Acacia Research Corporation (NASDAQ: ACTG) during the third quarter of 2023, according to a recent filing with the Securities & Exchange Commis...
Permanent Capital Management LP purchased 32,270 shares of Teck Resources Ltd worth approximately $1.416 million during the third quarter. This purchase represents a new investment position for the fu...
Permanent Capital Management LP has bought 12,826 shares of American International Group Inc., worth approximately $1 million, during the third quarter of the current year, as disclosed to the Securit...
Permanent Capital Management LP has acquired a new position in Loews Corporation during the third quarter, as reported in their most recent 13F filing with the SEC. The firm purchased 15,445 shares va...
Permanent Capital Management LP has acquired a new position in Life360 Inc., purchasing 21,539 shares with a value of around $2.29 million during the third quarter based on their most recent Form 13F ...
During the third quarter, Permanent Capital Management LP acquired 12,201 shares of Citigroup Inc., with a total value of approximately $1.238 million. This investment reflects an expansion into Citig...
Permanent Capital Management LP has purchased 496,519 shares of Cadiz Inc., valued at approximately $2,344,000, during the third quarter as per their latest SEC filing. This investment now represents ...
Permanent Capital Management LP acquired 14,345 shares of Vanguard Total World Stock ETF during the third quarter, valued at approximately $1.977 million....
In the third quarter, Perigon Wealth Management LLC increased its stake in GE Vernova Inc. by 40.5%, acquiring an additional 1,843 shares to reach a total of 6,395 shares....
Perigon Wealth Management LLC increased its holdings of Dimensional International Sustainability Core 1 ETF (DFSI) in the third quarter by acquiring an additional 13,125 shares, bringing their total o...
Perigon Wealth Management LLC increased its stake in Regeneron Pharmaceuticals, Inc. by buying 985 additional shares during the third quarter. This brought their total holdings to 6,701 shares of REGN...
Sunburst Financial Group LLC reduced its holdings of Procter & Gamble Company (PG) shares by 64% during the third quarter, selling off 11,538 shares and retaining 6,478. This transaction is detailed i...
Perigon Wealth Management LLC reduced its holdings in Caterpillar Inc. (CAT) by 36.2% in the third quarter. The firm sold 6,014 shares and now holds 10,621 shares of the industrial products company....
During the third quarter, Perigon Wealth Management LLC increased its holdings of SAP SE by 38.2%, purchasing an additional 4,256 shares for a total of 15,402 shares valued at approximately $4.12 mill...
Valley National Advisers Inc. significantly reduced its holdings in Sysco Corporation (SYY) stocks by 95.8% during the third quarter, as stated in their recent Securities and Exchange Commission filin...
Permanent Capital Management LP acquired a new stake of 243,343 shares in Vanguard S&P 500 ETF (VOO) during the third quarter, with an investment value of approximately $149.44 million....
Valley National Advisers Inc. reduced its holdings in W.W. Grainger by 96.9% during the third quarter. The firm sold 1,746 shares leaving them with ownership of only 55 shares....
Boston Trust Walden Corp increased its holdings of Badger Meter Inc.'s stock by 43.7% during the third quarter as per its latest filing with the SEC....
Regent Peak Wealth Advisors LLC has acquired a new position in Exxon Mobil Corporation (XOM) by purchasing 5,966 shares valued at around $673,000 during the third quarter....
TB Alternative Assets Ltd. has acquired 19,616 shares of Oracle Corporation's stock worth approximately $5,517,000 during the third quarter as per its latest filing with the SEC. This new position now...
HBK Sorce Advisory LLC increased its stake in NVIDIA Corporation by 37.5% during the third quarter of the current year, adding 81,284 shares to reach a total of 298,104 shares....
Jamison Private Wealth Management Inc. Has $35.51 Million Stock Position in NVIDIA Corporation $NVDA
Jamison Private Wealth Management Inc. reduced its stock holdings of NVIDIA Corporation by 2.3% during the third quarter. As a result, they now hold 190,308 shares after selling off 4,450 shares....
In the third quarter, Perigon Wealth Management LLC increased its holdings in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by an additional 12,623 shares, resulting in a total ownership of 67,298 shares...
Perigon Wealth Management LLC increased its holdings in Waste Management, Inc., a business services provider, by 12.2% during the third quarter. This increase involved the acquisition of an additional...