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2026-01-25 09:45 UTC
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Regatta Capital Group LLC Grows Holdings in Capital Group Core Bond ETF $CGCB
During the 3rd quarter, Regatta Capital Group LLC increased its holdings in Capital Group Core Bond ETF (NYSEARCA: CGCB) by 5.2%. The firm acquired an additional 37,092 shares to reach a total of 755,...
Meta Platforms, Inc. $META Stake Boosted by Milestone Asset Management LLC
Milestone Asset Management LLC increased its ownership of Meta Platforms, Inc. by 38% during the third quarter through the addition of 2,270 shares, resulting in a total holding of 8,247 shares....
69,327 Shares in UBS Group AG $UBS Purchased by Permanent Capital Management LP
Permanent Capital Management LP acquired a new stake in UBS Group AG during the third quarter, purchasing 69,327 shares worth approximately $2.84 million....
Osaic Holdings Inc. Boosts Holdings in Tapestry, Inc. $TPR
During the second quarter, Osaic Holdings Inc. increased its stake in Tapestry, Inc. (NYSE: TPR) by 50.8%, purchasing an additional 9,755 shares to hold a total of 28,943 shares....
Comfort Systems USA, Inc. $FIX Stock Position Decreased by E. Ohman J or Asset Management AB
Swedish fund E. Ohman J or Asset Management AB reduced its stake in Comfort Systems USA Inc., a construction company, by selling 26,090 shares during the third quarter, leading to an overall decrease ...
Security National Bank of Sioux City Iowa IA Sells 4,465 Shares of JPMorgan Chase & Co. $JPM
Security National Bank of Sioux City, Iowa has reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 38.7% during the third quarter. After this reduction, the bank now owns 7,084 shares....
JPMorgan Chase & Co. $JPM Shares Sold by IFM Investors Pty Ltd
IFM Investors Pty Ltd decreased its shareholding in JPMorgan Chase & Co by 0.5% during the third quarter of 2023, selling off 2,585 shares to own a total of 533,538 company stocks....
abrdn Life Sciences Investors (NYSE:HQL) Short Interest Down 34.6% in December
abrdn Life Sciences Investors (NYSE:HQL) experienced a significant decrease in short interest in December. As of December 15th, the total number of shares sold short was at 54,047, marking a reduction...
Vanguard Intermediate-Term Treasury ETF $VGIT Shares Sold by Brookstone Capital Management
Brookstone Capital Management decreased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 20% during the third quarter, selling 8,452 shares according to a recent SEC filing. The firm ...
CRA Financial Services LLC Has $25.37 Million Stock Holdings in Invesco QQQ $QQQ
CRA Financial Services LLC increased its holdings in Invesco QQQ by purchasing an additional 849 shares, bringing its total to 42,250 shares worth approximately $25.37 million as of the third quarter....
Carnegie Investment Counsel Sells 6,433 Shares of McDonald’s Corporation $MCD
Carnegie Investment Counsel decreased its holdings in McDonald's Corporation by selling 6,433 shares during the third quarter, leaving them with 47,932 shares. The information is derived from a filing...
CMG Global Holdings LLC Has $9.90 Million Stock Position in The Boeing Company $BA
CMG Global Holdings LLC increased its stock position in The Boeing Company (NYSE: BA) by 9.4% during the third quarter, adding 3,983 shares to reach a total of 46,276 shares worth approximately $9.90 ...
Fulton Breakefield Broenniman LLC Decreases Stake in Danaher Corporation $DHR
Fulton Breakefield Broenniman LLC decreased its holdings in Danaher Corporation by 6.6% in the third quarter of 2023, reducing ownership to 66,948 shares after selling 4,727 shares....
Rockwell Automation, Inc. $ROK Shares Sold by Carnegie Investment Counsel
In the third quarter, Carnegie Investment Counsel reduced its holding in Rockwell Automation by 14.9%, selling 10,421 shares and leaving it with a total of 59,345 shares....
Carnegie Investment Counsel Has $26.94 Million Stock Holdings in Casey’s General Stores, Inc. $CASY
Carnegie Investment Counsel increased its stock holdings in Casey’s General Stores, Inc., adding an additional 2,042 shares during the third quarter, bringing their total ownership to 47,659 shares....
Osaic Holdings Inc. Boosts Position in Harbor Scientific Alpha High-Yield ETF $SIHY
During the 2nd quarter, Osaic Holdings Inc. increased its holdings in Harbor Scientific Alpha High-Yield ETF (NYSEARCA:SIHY) by purchasing an additional 20,229 shares, which represents a growth of 45....
Fulton Breakefield Broenniman LLC Reduces Position in Waste Connections, Inc. $WCN
Fulton Breakefield Broenniman LLC decreased its holding of Waste Connections, Inc. stock by 4.2% during the third quarter after selling 2,830 shares....
Comprehensive Financial Consultants Institutional Inc. Lowers Stock Holdings in ProShares S&P 500 Aristocrats ETF $NOBL
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in ProShares' S&P 500 Aristocrats ETF by 22.2% in the third quarter, selling off 6,652 shares and retaining 23,335 shares....
Hong Kong man arrested after extendable baton found in US-bound air luggage
A Hong Kong man was arrested by local police after an extendable baton, classified as an unauthorized weapon, was found hidden in his checked luggage destined for the United States. Airport security a...
Canoe Financial LP Buys 34,420 Shares of Salesforce Inc. $CRM
Canoe Financial LP reported an increase of its stake in Salesforce Inc., adding 34,420 shares during the third quarter, which raised their total holdings to 244,683 shares....
Busey Bank Purchases 2,899 Shares of Vanguard Total Stock Market ETF $VTI
Busey Bank increased its holdings in Vanguard Total Stock Market ETF (VTI) by 0.9% during the third quarter, adding 2,899 shares to a total of 313,399 shares....
Cwm LLC Acquires 82,277 Shares of iShares MSCI EAFE Value ETF $EFV
Cwm LLC increased its ownership of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 82,277 shares in the third quarter, bringing their total holdings to 6,428,350 shares....
Potlatch (NASDAQ:PCH) VP Sells $170,940.48 in Stock
Michele Tyler, Vice President of Potlatch Corporation (NASDAQ:PCH), sold 4,343 shares on December 22nd at an average price of $39.36 per share, amounting to a total value of $170,940.48....
Avanza Fonder AB Has $25.94 Million Stake in Bank of America Corporation $BAC
Avanza Fonder AB increased its holdings in Bank of America Corporation by 9.3% during the third quarter, purchasing an additional 42,979 shares, bringing its total to 502,889 shares valued at $25.94 m...
Harbor Capital Advisors Inc. Purchases 6,208 Shares of Chevron Corporation $CVX
Harbor Capital Advisors Inc. has increased its holdings in Chevron Corporation (NYSE: CVX) by purchasing additional 6,208 shares during the third quarter, raising their total holdings to 38,296 shares...
DAVENPORT & Co LLC Sells 11,741 Shares of Pure Storage, Inc. $PSTG
DAVENPORT & Co LLC decreased its stake in Pure Storage Inc by selling 11,741 shares during the third quarter. The firm now holds 70,483 shares....
Aon plc $AON Shares Sold by Canoe Financial LP
Canoe Financial LP reduced its holdings of Aon plc (NYSE:AON) during the 3rd quarter by selling 7,600 shares and now owns a total of 79,229 shares....
Thermo Fisher Scientific Inc. $TMO Shares Purchased by Busey Bank
Busey Bank increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) during the third quarter of 2023, adding 5,007 shares to its existing total, bringing the grand total to 35,542 shares....
TFI International Inc. $TFII Shares Sold by Canoe Financial LP
Canoe Financial LP decreased its holdings in TFI International Inc. (NYSE: TFII) during the third quarter of 2023. The firm sold off 4,899 shares and now holds 16,200 shares....
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Purchased by Cwm LLC
Cwm LLC increased its holdings of SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in the third quarter, adding an additional 33,612 shares. Following this purchase, the firm now holds a total of 4,728,484 s...
The Kroger Co. $KR Shares Bought by Cornercap Investment Counsel Inc.
Cornercap Investment Counsel Inc increased its holding of The Kroger Co.'s (KR) shares by 82.2% in the third quarter, as per a recent regulatory filing with the SEC. Cornercap now owns 23,989 shares a...
Robert Bessler Sells 119,942 Shares of LifeStance Health Group (NASDAQ:LFST) Stock
LifeStance Health Group Inc. director Robert Bessler disposed of 119,942 shares on December 19th at an average price of $7.04 per share, raising approximately $844,391.68 from the sale....
Nikhil Chandhok Sells 10,000 Shares of Circle Internet Group (NYSE:CRCL) Stock
Circle Internet Group insider Nikhil Chandhok sold 10,000 shares at an average price of $90 per share on December 22nd, totalling $900,000. Post the transaction, he directly owned 474,974 shares....
Thomas Montgomery Sells 6,388 Shares of AMETEK (NYSE:AME) Stock
Thomas Montgomery, VP at AMETEK Inc., sold 6,388 shares on December 22nd for an average price of $205.05 per share, totaling $1,309,859.40. Post-sale, he owned a total of 22,116 shares valued at appro...
Eric Cremers Sells 24,123 Shares of Potlatch (NASDAQ:PCH) Stock
Potlatch Corporation's CEO, Eric Cremers, sold 24,123 shares at an average price of $39.33 each on December 22nd, totalling $948,757.59. After the sale, Mr. Cremers retained ownership of 296,043 Potla...
Farther Finance Advisors LLC Increases Stock Holdings in Vanguard Mid-Cap Value ETF $VOE
Farther Finance Advisors LLC significantly increased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 464.7% during the third quarter, as reported to the Securities and Exchange Commission...
DAVENPORT & Co LLC Sells 3,057 Shares of Automatic Data Processing, Inc. $ADP
DAVENPORT & Co LLC reduced its holdings in Automatic Data Processing Inc. by 4.4% during the third quarter, selling 3,057 shares, resulting in a new total holding of 66,885 shares....
Fiduciary Planning LLC Has $27.87 Million Stock Position in FT Vest U.S. Equity Buffer ETF – February $FFEB
Fiduciary Planning LLC reduced its holdings of FT Vest U.S. Equity Buffer ETF - February (BATS: FFEb) by 3.2% during the third quarter, selling off 16,704 shares to hold a total of 505,308 shares....
NORAD Announces Santa's Visit to ISS for Christmas
The North American Aerospace Defense Command (NORAD) has confirmed that Santa Claus will make one of his annual visits to the International Space Station this Christmas. The announcement is a part of ...
CoreCivic (NYSE:CXW) Director John Prann, Jr. Sells 8,000 Shares of Stock
John Prann, Jr., a director at CoreCivic Inc. (NYSE:CXW), sold 8,000 shares on May 19th for an average price of $22.52 per share, totaling approximately $180,160. After the transaction, he retained ow...
Burney Co. Takes Position in Uber Technologies, Inc. $UBER
Burney Co. has acquired 84,575 shares of Uber Technologies Inc. stock valued at about $8,286,000 during the third quarter, as recently disclosed to the Securities & Exchange Commission....
Zenas BioPharma (NASDAQ:ZBIO) Sets New 52-Week High – Here’s What Happened
On Tuesday, Zenas BioPharma's stock hit a new 52-week high, trading as high as $42.99 and closing at $42.33 with 727,990 shares exchanged. Analysts have positive forecasts for the company....
Malaysians joke they have ‘no oil, only palm oil’ after US embassy shares space photo
A social media post by the U.S. embassy in Kuala Lumpur featuring a satellite image of lightning over Malaysia triggered local humor as users joked about the country's lack of oil resources compared t...
GRIMES & Co WEALTH MANAGEMENT LLC Has $6.31 Million Stake in Novo Nordisk A/S $NVO
GRIMES & Co WEALTH MANAGEMENT LLC reduced its stake in Novo Nordisk A/S by 9.3% during the third quarter, selling 11,604 shares and retaining a total of 113,752 shares....
First Horizon Corp Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
First Horizon Corp has acquired new shares worth approximately $2,023,000 in Taiwan Semiconductor Manufacturing Company Ltd., with a stake of 7,245 shares, as reported in their latest SEC filing for t...
Harbor Investment Advisory LLC Has $6.44 Million Position in Janus Henderson AAA CLO ETF $JAAA
Harbor Investment Advisory LLC increased its holdings of Janus Henderson AAA CLO ETF (JAAA) by acquiring an additional 13,870 shares during the third quarter, resulting in a total position of 126,754 ...
11,151 Shares in iShares Select Dividend ETF $DVY Acquired by First Horizon Corp
First Horizon Corporation has acquired a new stake of 11,151 shares in the iShares Select Dividend ETF during Q3, with each share valued at an estimated $142. The total investment amounts to approxima...
First Horizon Corp Takes $3.55 Million Position in Vanguard Information Technology ETF $VGT
First Horizon Corporation has acquired a new stake in Vanguard Information Technology ETF (VGT) during the third quarter of the year. The company purchased 4,757 shares valued at around $3.55 million....
Citizens Financial Group Inc. RI Has $7.37 Million Stock Holdings in Lowe’s Companies, Inc. $LOW
Citizens Financial Group Inc. RI increased its stock holdings in Lowe’s Companies Inc. by purchasing an additional 5,396 shares during the third quarter, leading to a total of 29,308 shares. This mark...
Principal Financial Group (NYSE:PFG) CEO Deanna Strable-Soethout Sells 300 Shares of Stock
Deanna Strable-Soethout, Principal Financial Group's CEO, sold 300 shares of stock on January 8th at an average price of $92.50 each, totaling $27,750. Post-sale, she owns 62,252 shares directly....
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