financial
25 articles
Virginia Retirement Systems and related entities increased their stake in Alphabet Inc. (NASDAQ: GOOG) by 0.8% during the third quarter of 2023 as reported to the Securities and Exchange Commission (S...
Retirement Financial Solutions LLC acquired shares worth roughly $11,793,000 in the Vanguard FTSE Emerging Markets ETF during the third quarter through a new investment position. This purchase involve...
Calamos Advisors LLC reduced its holdings in Deere & Company (NYSE:DE) by selling 22,310 shares in the third quarter, decreasing their stake by 29.8%. The firm now owns 52,598 shares after this reduct...
Everpar Advisors LLC increased its holdings in the Invesco BulletShares 2027 Corporate Bond ETF by 122.3% during Q3, acquiring an additional 33,830 shares to own a total of 61,502 shares....
Citizens Financial Group Inc. RI increased its holdings in shares of Sysco Corporation by 46.7% in the third quarter. The fund's ownership now stands at 59,142 shares following an additional purchase ...
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY) by purchasing an additional 186,060 shares during the third quarter. The firm's total sha...
The share price of Advent Convertible and Income Fund (NYSE:AVK) has dropped below its 50-day moving average, trading as low as $12.58 with a current volume of 165,008 shares. The stock's 50-day movin...
Diversified Trust Co has increased its holdings in RenaissanceRe Holdings Ltd., purchasing 2,070 shares valued at approximately $526,000 during the third quarter, according to recent SEC filings....
Everpar Advisors LLC increased its holdings in the iShares Core S&P Mid-Cap ETF by 15.9% during Q3, adding 8,295 shares to bring its total ownership to 60,428 shares....
Sumitomo Mitsui DS Asset Management Company Ltd decreased its holding in Carlisle Companies Incorporated (NYSE:CSL) by 17.3% during the third quarter, reducing its equity stake to 19,050 shares after ...
The State of Alaska Department of Revenue increased its stake in Arrow Electronics Inc by purchasing an additional 6,808 shares during the third quarter. After this acquisition, the department now hol...
CoreCap Advisors LLC reduced its holdings of iShares MSCI International Quality Factor ETF (IQLT) by 25.5% in the third quarter, selling off 12,668 shares and holding 36,993 shares at that time....
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...
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...
Davis Capital Management has purchased 32,482 shares of Cisco Systems Inc., valued at approximately $2.2 million, increasing its stake in the company by about 1.5% as per the latest 13F filing with th...
Bay Capital Advisors LLC increased its holdings of Vanguard Intermediate-Term Bond ETF (BIV) by 63.2% during the third quarter of 2021, as reported in their latest Form 13F filing with the SEC....
Calamos Advisors LLC reduced its stake in MercadoLibre, Inc., selling 377 shares and owning a total of 7,098 shares at the end of the third quarter. The value of their holdings amounted to $16,588,000...
On Wednesday, Merck & Co., Inc.'s stock hit an all-time high of $106.48 with a closing price at $106.5170 after trading over 794,304 shares....
Busey Bank increased its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by purchasing an additional 12,339 shares during the third quarter, raising its total stake to 34,292 shares. This represents ...
Canoe Financial LP reduced its stock holding in Royal Gold, Inc., cutting 21.9% during the third quarter by selling 3,423 shares and retaining a total of 12,241 shares....
During the third quarter, Generali Asset Management SPA SGR increased its stake in S&P Global Inc. (SPGI on NYSE) by purchasing an additional 6,443 shares, resulting in a total of 37,494 shares and re...
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....
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...
Heck Capital Advisors LLC Acquires 36,956 Shares of First Trust Low Duration Opportunities ETF $LMBS
During the third quarter, Heck Capital Advisors LLC increased its holdings in First Trust Low Duration Opportunities ETF (LMBS) by 8.2%, adding 36,956 shares making their total holding to 490,043 shar...
Stanley Laman Group Ltd. purchased 2,687 shares of AMETEK Inc., valued around $505,000, during the third quarter as per their latest filings with the SEC....