investment management
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Delta Investment Management LLC increased its holdings of FS Credit Opportunities Corp stock by 85.3% during the third quarter by purchasing an additional 218,438 shares to total 474,501 shares valued...
Delta Investment Management LLC increased its holding in Simplify Managed Futures Strategy ETF by 53.2%, amounting to the purchase of an additional 18,773 shares during the third quarter, resulting in...
Consilium Wealth Advisory LLC decreased its investment in General Electric Company (GE) by 14.7% during the third quarter through a reduction of 1,685 shares, leaving them with 9,815 shares....
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....
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....
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....
Legacy Wealth Asset Management LLC decreased its holdings in NVIDIA Corporation shares by 18.3% in the third quarter of 2022, reducing its ownership to 28,490 shares after selling out 6,392 shares....
Riverbridge Partners LLC reduced its stake in Amazon.com by 3.3% in the third quarter, selling 21,252 shares to retain 632,358 shares....
During the third quarter, J2 Capital Management Inc decreased its holdings in Amazon.com by selling 4,204 shares, reducing ownership to 1,918 shares as per its most recent SEC filing....
Capricorn Fund Managers Ltd reduced its holdings of PayPal Holdings Inc (PYPL) by selling 19,375 shares in the third quarter. This decreases their stock position to 36,067 shares....
Ellsworth Advisors LLC increased its holdings in JPMorgan's JPST by 1,153% during the third quarter through the purchase of an additional 86,807 shares. The fund now owns 94,336 shares....
Clark Asset Management LLC acquired shares worth approximately $505,000 in the Invesco BulletShares 2033 Municipal Bond ETF during the third quarter. This purchase represents a new investment position...
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 ...
Evolution Wealth Management Inc significantly increased its holdings of Simplify Aggregate Bond ETF (AGGH) during the third quarter, raising its stock position by 286.2% to 53,980 shares with an addit...
Generate Investment Management Ltd reduced its holdings in JPMorgan Chase & Co. by selling 7,487 shares, leaving it with a total of 76,500 shares as per the most recent filing with the Securities and ...
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....
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....
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 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....
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....
Carnegie Investment Counsel reduced its holdings by 7.8% in GE Vernova Inc. for the third quarter, per their latest SEC filing. They sold 2,643 shares lowering their total to 31,315 shares....
Dale Q Rice Investment Management Ltd decreased its holdings of Invesco QQQ by 6.4% during the third quarter after selling 982 shares, leaving it with 14,379 shares....