investment
1900 articles • Page 12 of 38
During the third quarter, Clark Asset Management LLC purchased 5,502 shares of iShares MSCI EAFE ETF with a total value of approximately $514,000. This information was disclosed to the Securities and ...
Ergawealth Advisors Inc. increased its holdings in the Capital Group U.S. Small and Mid Cap ETF (ticker: CGMM) by 244% during the third quarter, according to a recent filing with the SEC....
Diversified Trust Co increased its holdings in iShares Core MSCI EAFE ETF by 5.9% during the third quarter, adding 49,892 shares to bring its total ownership to 896,654 shares....
During Q3 2023, Clark Asset Management LLC boosted its holdings of the Vanguard Mortgage-Backed Securities ETF (VMBS) by acquiring an additional 27,734 shares. This increment has raised their total ow...
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2027 Corporate Bond ETF by purchasing an additional 109,193 shares during the third quarter. This acquisition raised their tot...
Bravias Capital Group LLC reported an increase of 6.1% in its holdings of Vanguard Information Technology ETF (Ticker: VGT) during the third quarter by purchasing an additional 684 shares, making thei...
According to MarketBeat's stock screener tool, five nanotechnology stocks to follow today are Onto Innovation, Nano Dimension, NVE, and Clene (mentioned twice possibly in error). These companies engag...
In the third quarter of 2023, Continuum Advisory LLC purchased a new stake worth approximately $2.094 million in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS: TYA). The fund acquired...
Permanent Capital Management LP has acquired a new stake of 11,542 shares valued at approximately $679,000 in the Vanguard Short-Term Treasury ETF (VGSH) during the third quarter. The firm's SEC filin...
Arvest Investments Inc. increased its shareholding in NVIDIA Corporation by 25.1% during the third quarter through an additional purchase of 5,197 shares, bringing their total holding to 25,917 shares...
During the third quarter, Kempner Capital Management Inc. acquired a new position in Eli Lilly and Company by purchasing 2,520 shares with a total value of approximately $1,923,000 as reported in thei...
Perigon Wealth Management LLC increased its holdings of Costco Wholesale Corporation stock by 4.2% in the third quarter, acquiring an additional 925 shares, bringing their total to 22,928 shares....
Sowell Financial Services LLC reduced its holdings of Abbott Laboratories (NYSE: ABT) by 24.8% during the third quarter by selling 5,924 shares, leaving them with a total of 17,966 shares....
Regatta Capital Group LLC has augmented its holdings in Capital Group Conservative Equity ETF (CGCV) by 43.5% during the third quarter. The company now owns 93,651 shares after acquiring an additional...
MPS Loria Financial Planners LLC reported an increase in its holdings of the iShares Russell 1000 ETF during the third quarter, raising its stake by 0.6% through additional purchases of 1,854 shares, ...
Regatta Capital Group LLC has recently acquired 4,062 shares of Gilead Sciences Inc., valued at approximately $451,000, according to their latest filing with the SEC. This investment was made during t...
Seed Wealth Management Inc. decreased its holdings in Alphabet Inc. by 55.9% during the third quarter of the year as indicated in its latest SEC filing Form 13F. The company now holds 2,585 shares aft...
Valley Forge Investment Consultants Inc. ADV Purchases 9,446 Shares of iShares Core S&P 500 ETF $IVV
Valley Forge Investment Consultants Inc. ADV increased its holdings of the iShares Core S&P 500 ETF (IVV) by 5.2% in Q3, purchasing an additional 9,446 shares to hold a total of 189,524 shares....
Institutional investor Mayflower Financial Advisors LLC reduced its holdings of the SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI) by 52.5% in the third quarter, following a sale of 22,741 shares a...
Permanent Capital Management LP has acquired 2,250 shares of Reddit Inc., valued at about $517,000, during the third quarter as per recent SEC filings....
Permanent Capital Management LP has reported acquiring 12,140 shares of The Coca-Cola Company (NYSE:KO) during the third quarter, valued at approximately $811,000. This new position was disclosed via ...
Permanent Capital Management LP acquired 1,698 shares of S&P Global Inc., valued at roughly $826,000, during the third quarter. This represents the firm's new position in the business services company...
Permanent Capital Management LP increased its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by buying 54,862 shares worth approximately $7.584 million during the third quarter....
During the 3rd quarter, Permanent Capital Management LP purchased new shares in MarineMax Inc., accumulating 42,302 shares worth approximately $1.07 million. This investment represents a 0.20% stake i...
Permanent Capital Management LP acquired 81,797 shares of JBS N.V., worth approximately $1.22 million, during the latest financial quarter, as detailed in their SEC filing....
Permanent Capital Management LP increased its investment in Expand Energy Corporation by purchasing 24,184 shares valued at approximately $2,569,000 during the third quarter of the year....
Permanent Capital Management LP has acquired 18,067 shares of General Motors stock during the third quarter, with a total value of approximately $1.102 million....
During the third quarter, Permanent Capital Management LP acquired 25,010 shares of Vanguard Total Stock Market ETF (VTI), worth approximately $8.23 million....
Permanent Capital Management LP purchased new shares worth approximately $2.17 million in O-I Glass, Inc. during the third quarter of the year....
Permanent Capital Management LP acquired 179,240 shares of the KraneShares California Carbon Allowance Strategy ETF (NYSEARCA: KCCA) during the third quarter. This new position is valued at approximat...
Valley National Advisers Inc. reduced its holdings in the iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by selling 4,152 shares during the third quarter, leaving it with 197 shares as per their recen...
Valley National Advisers Inc. reduced its investment in Quanta Services by selling 6,787 shares during the third quarter. As a result of this transaction, the firm now holds 279 shares of Quanta Servi...
Perigon Wealth Management LLC increased its holdings of Honeywell International Inc. by 54% during the third quarter through additional purchases of 7,285 shares, bringing their total to 20,784 shares...
Perigon Wealth Management LLC increased its holdings of iShares Bitcoin Trust ETF (NASDAQ: IBIT) by 80.6% during the third quarter, according to recent SEC filings, and now owns 70,142 shares....
Valley National Advisers Inc. significantly reduced its stock holdings in Cencora Inc., selling 7,557 shares to retain only 227 shares during the third quarter....
Sard Wealth Management Group LLC increased its holdings of the Fidelity Total Bond ETF by 5.4% during the third quarter, buying an additional 27,603 shares and bringing their total ownership to 537,15...
HBK Sorce Advisory LLC has acquired 24,791 shares of the iShares MSCI USA Quality Factor ETF (symbol: QUAL) in the third quarter worth approximately $4.876 million....
MarketBeat suggests five home improvement stocks for potential investment: Home Depot, Lowe's Companies, Masco, Medallion Financial, and Jewett-Cameron Trading Co. These companies are involved in manu...
Security Financial Services INC. reduced its share holdings of NVIDIA by 24.3% during the third quarter, selling 3,786 shares and retaining 11,772 shares....
Perigon Wealth Management LLC has increased its holdings of GE Aerospace (NYSE:GE) shares by 19.2% in the third quarter, acquiring an additional 2,909 shares to reach a total holding of 18,044 shares....
Perigon Wealth Management LLC increased its holdings in Merck & Co., Inc. (NYSE: MRK) by 22.9% during the third quarter, indicating a purchase of an additional 14,081 shares to arrive at total ownersh...
Sapient Capital LLC reduced its shareholding in UnitedHealth Group Inc by 49.9% in the third quarter of this year, as indicated in a recent Form 13F filing with the SEC. The investor now holds 2,668 s...
Sapient Capital LLC purchased 21,480 shares of BitMine Immersion Technologies Inc., valued at about $1,143,000, during the third quarter as reported through a Form 13F filing with the SEC....
Sowell Financial Services LLC increased its holdings of Advanced Micro Devices Inc. (NASDAQ:AMD) shares by 20% in the third quarter through an additional purchase of 3,729 shares, bringing their total...
Sowell Financial Services LLC increased its holdings of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.5% during the third quarter, as reported to the SEC via a 13F filing. The firm...
Five notable electric vehicle stocks highlighted by MarketBeat’s stock screener include Tesla, Rivian Automotive, XPENG, NIO, and QuantumScape. These companies are involved in the design, manufacture,...
Carnegie Investment Counsel reduced its holdings in Workday Inc. (NASDAQ: WDAY) by selling 6,177 shares during the third quarter, resulting in a portfolio decrease of 25,223 shares following the sale ...
Founders Grove Wealth Partners LLC reduced its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by selling 10,672 shares in the third quarter, leaving it as their 10th largest position with ...
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....
According to MarketBeat's stock screener tool, UnitedHealth Group, Medline, and Johnson & Johnson are the top healthcare stocks to monitor today. The article highlights that healthcare stocks encompas...