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2026-01-25 06:21 UTC
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Atmos Energy Corporation $ATO Shares Sold by Cantor Fitzgerald Investment Advisors L.P.
Cantor Fitzgerald Investment Advisors L.P. reduced its stake in Atmos Energy Corporation by selling 7,369 shares during the third quarter, resulting in ownership of 25,920 shares post-sale....
Osaic Holdings Inc. Buys 31,264 Shares of John Hancock Preferred Income ETF $JHPI
Osaic Holdings Inc. increased its holdings in the John Hancock Preferred Income ETF (NYSEARCA:JHPI) by purchasing an additional 31,264 shares during the second quarter, resulting in a total ownership ...
Cantor Fitzgerald Investment Advisors L.P. Trims Stock Holdings in Kohl’s Corporation $KSS
Cantor Fitzgerald Investment Advisors L.P. decreased its holdings of Kohl's Corporation by 54.6% in the third quarter, reducing its ownership to 23,111 shares after selling 27,834 shares....
Osaic Holdings Inc. Buys 72,337 Shares of Freshworks Inc. $FRSH
Osaic Holdings Inc increased its holdings of Freshworks Inc (NASDAQ:FRSH) by 367.8% in the second quarter via additional share purchases totaling 72,337 shares....
Delta Investment Management LLC Buys Shares of 171,755 First Trust Structured Credit Income Opportunities ETF $SCIO
Delta Investment Management LLC acquired a new position in First Trust Structured Credit Income Opportunities ETF (OTCMKTS: SCIO) during the third quarter. The institutional investor purchased 171,755...
America Needs Free Speech. RealClear Needs You.
RealClearPolitics呼吁读者支持他们对言论自由的工作。根据DesRosiers的假期更新,如果人们认为这里的工作重要且有必要,就加入并支持他们。这是一个倡导新闻和政治分析平台需要资金维持运营的信息呼吁。...
Farmers & Merchants Investments Inc. Sells 20,182 Shares of Walmart Inc. $WMT
Farmers & Merchants Investments Inc. reduced its holdings in Walmart by 20,182 shares in the third quarter and now owns 437,564 shares of Walmart stock....
Chris Bulman Inc Sells 9,799 Shares of iShares Core MSCI EAFE ETF $IEFA
Chris Bulman Inc reduced its holdings in iShares Core MSCI EAFE ETF (BATS: IEFA) by selling 9,799 shares during the 3rd quarter. As a result, the firm now owns 36,277 shares of the company's stock....
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Boosts Position in Plains GP Holdings, L.P. $PAGP
During the 3rd quarter, CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its holdings in Plains GP Holdings, L.P. by purchasing an additional 42,000 shares, leading to a total owner...
Caterpillar Inc. $CAT Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC has reduced its stake in Caterpillar Inc. (CAT) by selling 43,753 shares in the third quarter. The firm currently owns 99,522 shares of the industrial products company....
Calamos Advisors LLC Sells 63,632 Shares of Palo Alto Networks, Inc. $PANW
Calamos Advisors LLC reduced its holdings in Palo Alto Networks Inc by selling 63,632 shares during the third quarter, bringing down its total stake to 205,550 shares....
Ameris Bancorp $ABCB Shares Acquired by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. in Ohio increased its holdings of Ameris Bancorp (NASDAQ: ABCB) by 16.8% during the third quarter, after acquiring an additional 56,852 shares, bringing their ...
Calamos Wealth Management LLC Buys 2,425 Shares of DoorDash, Inc. $DASH
Calamos Wealth Management LLC has increased its stake in DoorDash Inc. by purchasing an additional 2,425 shares during the third quarter, bringing their total holdings to 67,603 shares....
Calamos Wealth Management LLC Grows Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX
During the third quarter, Calamos Wealth Management LLC increased its holdings of iShares MSCI ACWI ex U.S. ETF (symbol: ACWX) by acquiring an additional 62,648 shares, resulting in a total ownership ...
Farmers & Merchants Investments Inc. Cuts Stake in AutoZone, Inc. $AZO
Farmers & Merchants Investments Inc. decreased its holdings of AutoZone Inc.'s stock by 32.8% during the third quarter by selling off 345 shares, resulting in a new ownership total of 706 shares....
JFK’s granddaughter, journalist Tatiana Schlossberg, dies at 35
Tatiana Schlossberg, granddaughter of former U.S. President John F. Kennedy and environmental journalist for The New York Times, died on Tuesday from cancer at age 35....
Boston Trust Walden Corp Sells 49,626 Shares of D.R. Horton, Inc. $DHI
Boston Trust Walden Corp decreased its holdings in D.R. Horton Inc by 17.5%, selling 49,626 shares and retaining 233,922 shares in the third quarter....
Diversified Trust Co Has $13.70 Million Stock Holdings in iShares MSCI EAFE ETF $EFA
Diversified Trust Co increased its holdings in iShares MSCI EAFE ETF by 8.8% during the third quarter. The institutional investor now owns 146,683 shares of the ETF after purchasing an additional 11,9...
Meta Platforms, Inc. $META Stake Trimmed by Donald L. Hagan LLC
In the third quarter of 2021, Donald L. Hagan LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ: META) by reducing its shares by 34.5%. The减持操作后,该机构持有该公司股票共计3,417股。...
Diversified Trust Co Purchases 7,315 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Diversified Trust Co increased its holding in Invesco S&P 500 Equal Weight ETF (RSP) by 33% during the third quarter. The firm's holdings include 29,490 shares after purchasing an additional 7,315 sha...
iShares S&P 500 Value ETF $IVE Shares Purchased by Diversified Trust Co
Diversified Trust Co increased its holdings of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.0% in the third quarter, adding 7,860 shares to bring the total ownership to 26,558 shares....
Diversified Trust Co Buys 5,465 Shares of RTX Corporation $RTX
Diversified Trust Co increased its stake in Raytheon Technologies (RTX) by purchasing an additional 5,465 shares during the third quarter. Currently, Diversified Trust Co holds a total of 46,429 RTX s...
Diversified Trust Co Purchases 3,696 Shares of Mastercard Incorporated $MA
In the third quarter, Diversified Trust Co increased its stock holdings in Mastercard by acquiring an additional 3,696 shares, bringing its total ownership to 25,698 shares....
Diversified Trust Co Has $18.28 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG
During the third quarter, Diversified Trust Co increased its holdings of iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 3.1%. The firm expanded its position to 182,336 shares after acquiring ...
Vanguard Total International Bond ETF $BNDX Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings of Vanguard Total International Bond ETF (NASDAQ:BNDX) during the third quarter, purchasing an additional 64,725 shares. The firm now holds a total of...
First Trust Capital Strength ETF $FTCS Holdings Decreased by Ergawealth Advisors Inc.
During Q3 2023, Ergawealth Advisors Inc. decreased its holdings of the First Trust Capital Strength ETF (FTCS) by selling 39,414 shares. The firm now holds a total of 121,518 shares....
Clark Asset Management LLC Has $3.88 Million Position in Dimensional U.S. Equity ETF $DFUS
Clark Asset Management LLC increased its holdings in the Dimensional U.S. Equity ETF (DFUS) by 73.7% in Q3, adding an additional 22,747 shares to reach a total of 53,604 shares....
2,450 Shares in Garmin Ltd. $GRMN Bought by Clark Asset Management LLC
Clark Asset Management LLC acquired 2,450 shares of Garmin Ltd.'s stock worth approximately $603,000 during the third quarter, as reported in their most recent filing with the SEC....
Ergawealth Advisors Inc. Grows Stake in Capital Group Global Growth Equity ETF $CGGO
Ergawealth Advisors Inc., an institutional investor, increased its stake in the Capital Group Global Growth Equity ETF (CGGO) by 266.5% during Q3 as reported to the SEC....
Invesco BulletShares 2025 Corporate Bond ETF $BSCP is Clark Asset Management LLC’s 9th Largest Position
Clark Asset Management LLC increased its holdings of the Invesco BulletShares 2025 Corporate Bond ETF (BSCP) by 34.6% in Q3, adding an additional 226,794 shares to its portfolio, making it their ninth...
Clark Asset Management LLC Buys Shares of 49,508 Invesco BulletShares 2035 Corporate Bond ETF $BSCZ
Clark Asset Management LLC acquired a new position in Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ: BSCZ) during the third quarter. The firm purchased 49,508 shares worth roughly [value not sp...
Japanese tourist dies after diving into sea in Hawaii
A 26-year-old Japanese man named Kan Ogoshi did not resurface after diving from a cliff into the ocean near the southern part of Hawaii's Big Island on Sunday afternoon....
ACPD Investigating Shot Fired in Arlington View Neighborhood
The Arlington County Police Department (ACPD) is currently investigating an incident where a shot was fired in the Arlington View neighborhood....
Permanent Capital Management LP Takes $649,000 Position in Marsh & McLennan Companies, Inc. $MMC
Permanent Capital Management LP reported purchasing 3,220 shares of Marsh & McLennan Companies, Inc., worth approximately $649,000, during the third quarter. This is according to their latest filing w...
Perigon Wealth Management LLC Has $4.56 Million Holdings in AT&T Inc. $T
Perigon Wealth Management LLC increased its stake in AT&T Inc. by 22% in the third quarter, adding 29,149 shares and holding a total of 161,623 shares....
Oracle Corporation $ORCL Shares Sold by Griffin Asset Management Inc.
In the third quarter, Griffin Asset Management Inc. reduced its holdings of Oracle Corporation shares by selling 5,257 shares, resulting in a new total ownership of 50,493 shares....
Perigon Wealth Management LLC Cuts Stake in Vanguard Short-Term Bond ETF $BSV
Perigon Wealth Management LLC reduced its holdings of Vanguard Short-Term Bond ETF (BSV) by 27.9% in the third quarter, trimming its stock count to 63,568 shares after selling off 24,579 shares....
Sowell Financial Services LLC Reduces Stock Position in Palo Alto Networks, Inc. $PANW
Sowell Financial Services LLC decreased its holdings of Palo Alto Networks (NASDAQ:PANW) by 39.3% in the third quarter through a reduction of 8,121 shares, leaving them with 12,537 shares....
Sowell Financial Services LLC Makes New Investment in Timothy Plan US Large/Mid Cap Core ETF $TPLC
Sowell Financial Services LLC acquired 64,200 shares of the Timothy Plan US Large/Mid Cap Core ETF (TPLC) during the third quarter. The total value of this investment is approximately $2,972,000....
Costco Wholesale Corporation $COST Shares Sold by Sapient Capital LLC
Sapient Capital LLC has decreased its holdings in Costco Wholesale Corporation by 3.3% during the third quarter, selling off 3,296 shares. Following this transaction, Sapient now holds 96,365 shares o...
Topgolf Callaway Brands Corp. $MODG Shares Sold by Thompson Investment Management Inc.
During the third quarter, Thompson Investment Management Inc. significantly reduced its holdings of Topgolf Callaway Brands Corp (MODG), cutting them down by 98.2%. The fund's new share count is 6,455...
Fire Capital Management LLC Acquires 4,333 Shares of Vanguard S&P 500 ETF $VOO
Fire Capital Management LLC increased its holdings in Vanguard S&P 500 ETF (VOO) by 322.2% in the third quarter of the year, as reported in their latest filing with the SEC. The company now owns a tot...
Lineweaver Wealth Advisors LLC Has $23.58 Million Stake in Apple Inc. $AAPL
Lineweaver Wealth Advisors LLC decreased its stake in Apple Inc. by selling 2,367 shares during the third quarter, reducing their holdings to 92,596 shares which represent about a 3.5% position within...
Tilia Fiduciary Partners Inc. Sells 2,283 Shares of Apple Inc. $AAPL
Tilia Fiduciary Partners Inc. decreased its holdings in Apple Inc. during the third quarter by selling 2,283 shares, reducing their stock count to 29,872 shares....
iShares Core S&P 500 ETF $IVV Shares Sold by Custos Family Office LLC
Custos Family Office LLC decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) in the third quarter, reducing its ownership to 48,865 shares after selling 24,895 shares. This reduction re...
Osaic Holdings Inc. Has $2.38 Million Stock Holdings in SPDR Bloomberg Short Term International Treasury Bond ETF $BWZ
Osaic Holdings Inc increased its holdings of the SPDR Bloomberg Short Term International Treasury Bond ETF (NYSEARCA:BWZ) by 51.4% in Q2, reporting ownership of 84,678 shares as a result of acquiring ...
PrimeEnergy Corporation (NASDAQ:PNRG) Short Interest Down 34.8% in December
Short interest in PrimeEnergy Corporation (NASDAQ:PNRG) fell notably by 34.8% in December to 48,325 shares from 74,139 shares in November....
BlackRock MuniHoldings Quality Fund II, Inc. (NYSE:MUE) Short Interest Update
As of December 15th, there was a significant decrease of 35% in short interest for BlackRock MuniHoldings Quality Fund II Inc (NYSE:MUE) compared to November 30th. The number dropped from 19,402 share...
Cwm LLC Grows Position in Comfort Systems USA, Inc. $FIX
Cwm LLC has boosted its holdings in Comfort Systems USA Inc by acquiring an additional 8,605 shares during the third quarter, raising their total ownership to 25,531 shares....
Busey Bank Purchases 8,951 Shares of Exxon Mobil Corporation $XOM
Busey Bank increased its holdings in Exxon Mobil Corporation by acquiring an additional 8,951 shares during the third quarter, resulting in a total ownership of 215,185 shares....
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