Retirement Financial Solutions LLC reduced its holdings of iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) during the third quarter, selling 28,190 shares and holding 111,288 shares post-sale. This ...

Merit Financial Group LLC increased its holdings of Huntington Ingalls Industries Inc.'s stock (NYSE: HII) by 69% in the third quarter, adding 1,702 shares and owning a total of 4,169 shares after the...

DMKC Advisory Services LLC increased its holdings of Schwab US Dividend Equity ETF (SCHD) by 10.6% during the third quarter, adding an additional 20,989 shares to its portfolio....

Generali Asset Management SPA SGR increased its ownership stake in Uber Technologies by 26.1% in the third quarter through acquiring an additional 26,220 shares, bringing its total holdings to 126,589...

Corient Private Wealth LLC reduced its holdings of iShares U.S. Aerospace & Defense ETF (ITA) by 42.9% during the second quarter, shedding 4,501 shares to hold a total of 5,984 shares after the sale....

Cwm LLC increased its holdings in iShares Gold Trust (NYSEARCA: IAU) by 82.9% during the third quarter of the year. The institutional investor's new position consists of 1,896,741 shares after the acq...

Calamos Advisors LLC increased its holdings of Transdigm Group Incorporated by 47.7% during the third quarter by buying an additional 3,246 shares, bringing their total ownership to 10,046 shares....

Comprehensive Financial Consultants Institutional Inc. increased its holdings in Synopsys, Inc. by 42.4% during the third quarter of 2021, as reported to the SEC. The firm now owns 4,643 shares of Syn...

In the third quarter, Valmark Advisers Inc. purchased a new position in Capital Group International Equity ETF (NYSEARCA: CGIE). They acquired 30,526 shares worth about $1,029,000, resulting in owners...

In the third quarter, Brendel Financial Advisors LLC reduced its stake in W.W. Grainger Inc. by 86.3%, selling off 2,757 shares and holding onto 437 remaining shares of industrial products company sto...

Continuum Advisory LLC increased its stock holdings in Walmart Inc. (WMT) by 8.4% in the third quarter through additional purchases of 5,400 shares, bringing its total stake to 69,950 shares....

Ergawealth Advisors Inc. has increased its ownership in the First Trust BuyWrite Income ETF (FTHI) by 203.2%, adding 750,861 shares to their total holdings now totaling 1,120,410 shares of the ETF....

During the 3rd quarter, Carnegie Investment Counsel boosted its holdings within the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) by 184,389 shares, reflecting an increase of 11.5%. As per the ...

Discipline Wealth Solutions LLC acquired 12,314 shares of Dimensional U.S. Targeted Value ETF (NYSEARCA: DFAT) during the third quarter as per its latest filing with the SEC, worth approximately $717,...

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....