investment strategy
25 articles
Southland Equity Partners LLC decreased its holdings of Apple Inc. by selling 1,994 shares during the third quarter, resulting in owning 123,863 shares. This represents a reduction from the previous p...
Calamos Wealth Management LLC increased its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 175.2% during the third quarter as reported in a recent Form 13F filing with the SEC. The ...
Mechanics Bank Trust Department decreased its holdings in Invesco QQQ by selling 1,064 shares during the third quarter, leaving it with 26,120 shares. The sold shares represent a 3.9% decrease from th...
The Alaska Department of Revenue has increased its shareholding in Reynolds Consumer Products Inc. by 34,162 shares during the third quarter, raising its total stake to 197,529 shares....
Valmark Advisers Inc. decreased its holdings of Motorola Solutions by 68.3% in the third quarter, selling 2,591 shares and retaining 1,205 shares....
Cooper Investors Pty Ltd reduced its position in Amazon.com Inc. by selling 40,126 shares during the third quarter, decreasing their stake by 61.8%. After the sale, they owned 24,774 shares, which mak...
Fort Washington Investment Advisors increased its shareholding in Walmart Inc. by 28.1% during the third quarter through the purchase of an additional 22,603 shares, resulting in a total ownership of ...
Boston Trust Walden Corp increased its holdings in Vanguard S&P 500 ETF (VOO) by purchasing an additional 9,837 shares during the third quarter. This growth represents a 22.1% increase, bringing their...
Boston Trust Walden Corp has decreased its holdings of Booking Holdings Inc. by 11% during the third quarter by selling 1,180 shares, leaving it with a remaining stock position of 9,541 shares....
During the second quarter, Osaic Holdings Inc significantly increased its stock holdings of First Bank (NASDAQ:FRBA). The firm's position grew to 199,236 shares due to an additional purchase of 195,15...
Canoe Financial LP reduced its holdings of Toronto Dominion Bank's stock by 1.0% in the third quarter, decreasing their share count from 852,173 to 843,946 shares through the sale of 8,227 shares....
Nisa Investment Advisors LLC reduced its holding in Tapestry, Inc. (NYSE: TPR) by 16.6% during the third quarter of the reporting period. The company now owns 48,976 shares of the luxury accessories r...
Sumitomo Mitsui DS Asset Management Company Ltd decreased its stock position in Workday Inc by 42% during the third quarter after selling 21,593 shares. The firm currently owns 29,837 shares of the so...
Geneos Wealth Management Inc. reduced its stock position in Phillips Edison & Company, Inc. (NASDAQ: PECO) during the third quarter of 2023 by selling 22,705 shares, leaving it with a holding of 15,19...
Heck Capital Advisors LLC reduced its holdings of Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) in the third quarter, selling 10,007 shares to hold 158,635 shares post-sale....
GoalVest Advisory LLC decreased its stock position in Intuitive Surgical Inc., reducing the holdings by 96.1% in the third quarter, as disclosed to the Securities and Exchange Commission....
Farmers & Merchants Investments Inc. reduced its stock investment in Broadcom Inc. by 5.6% in the third quarter, selling 12,993 shares and retaining ownership of 217,750 shares worth $71.84 million....
During the third quarter, Generali Asset Management SPA SGR increased its holdings of GE Vernova Inc. (NYSE:GEV) by 45%, adding 4,715 shares to their existing position and reaching a total ownership o...
Cushing Asset Management LP (dba NXG Investment Management) increased its stock position in Quanta Services by 16.7% during the third quarter, adding 5,000 shares to reach a total holding of 35,000 sh...
Copeland Capital Management LLC reduced its stock holdings in Cognex Corporation by 4.4% in the third quarter, selling 68,713 shares and retaining 1,504,817 shares of the company's stock....
Everpar Advisors LLC increased its holdings in Raytheon Technologies Corp (NYSE:RTX) by purchasing an additional 7,131 shares in the third quarter. Following this acquisition, Everpar now owns a total...
In the third quarter, Ellsworth Advisors LLC acquired 4,044 shares of McDonald’s Corporation, valued around $1.235 million, according to a recent SEC filing. The move indicates the firm’s growing inte...
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
QNB Corp.'s stock price has risen above its 50-day moving average during recent trading sessions, closing at $35.25 with a volume of 560 shares traded on Monday....
In its latest SEC filing, Canoe Financial LP disclosed that it reduced its holdings in Wells Fargo & Company by selling 602,231 shares during the third quarter. This减持之后，该机构目前持有2792029股该公司股票，占其投资组合的3....