investment
1900 articles • Page 16 of 38
Institutional investor Mad River Investors has increased its holdings in Amazon (NASDAQ:AMZN) by purchasing 3,400 shares valued at approximately $747,000 during the third quarter. This investment now ...
In the third quarter, E. Ohman J or Asset Management AB purchased 17,400 shares of Rocket Lab Corporation, with a total value of approximately $834,000....
E. Ohman J or Asset Management AB has recently acquired a new position in Tapestry, Inc., purchasing 7,800 shares valued at approximately $883,000 during the third quarter....
Swedbank AB increased its holdings in Broadridge Financial Solutions Inc. by 6.7% during the third quarter, adding 2,828 shares and owning a total of 44,902 shares....
In the third quarter of 2021, Deprince Race & Zollo Inc increased its holdings in Freeport-McMoRan (FCX) by acquiring an additional 60,049 shares, raising their total ownership to 960,877 shares....
Deprince Race & Zollo Inc. decreased its holdings in Werner Enterprises by 0.9% during the third quarter, selling off 22,971 shares and now owning a total of 2,629,691 shares....
Client 1ST Advisory Group LLC decreased its holdings of Dimensional U.S. Core Equity 2 ETF ($DFAC) by selling 23,491 shares in the third quarter, resulting in a new total holding of 1,191,023 shares....
Carnegie Investment Counsel increased its stake in QUALCOMM Inc by 2.9% during the third quarter of the fiscal year. The investment firm now holds 347,092 shares after acquiring an additional 9,731 sh...
Ellsworth Advisors LLC acquired 10,006 shares of Corcept Therapeutics Incorporated stock during the third quarter, with a total investment value of approximately $769,000. This information was disclos...
Carnegie Investment Counsel increased its stake in Shopify Inc., purchasing an additional 4,410 shares during the third quarter, raising their total holdings to 116,103 shares of the software company....
Carnegie Investment Counsel enhanced its shareholdings in W.P. Carey Inc.'s stock by 9.4% during the third quarter, as reported in their latest SEC filing. The fund's total holdings now amount to 208,...
Carnegie Investment Counsel has established a new stock position in Karman Holdings Inc., acquiring 249,307 shares with an approximate value of $18 million. This move took place during the third quart...
Osaic Holdings Inc. has grown its stake in CMS Energy Corporation (NYSE:CMS) by 34.4% during the second quarter of this year, increasing its holdings by purchasing an additional 10,168 shares to reach...
Carnegie Investment Counsel increased its shareholding in Applied Materials, Inc. by 17.8% during the third quarter, purchasing an additional 30,380 shares, thereby owning a total of 200,723 shares as...
Darwin Wealth Management LLC has purchased 40,321 shares of USA Rare Earth Inc., valuing the investment at approximately $693,000 as per a recent filing with the SEC. This transaction took place durin...
Farther Finance Advisors LLC decreased its shareholding in Aflac Incorporated by 19.8% during the third quarter of the year. The firm sold 4,983 shares, leading to an ownership of 20,219 shares....
Cwm LLC significantly increased its holdings of iShares S&P 100 ETF (OEF) during the third quarter, raising its position by 127.5% through adding 652,134 shares....
Financial Consulate Inc. recently acquired 9,545 shares of Exxon Mobil Corporation stock valued at roughly $1,076,000 during the third quarter, according to an SEC filing....
Croban has purchased 6,540 shares of The Hanover Insurance Group Inc., valued at approximately $1,188,000, as per its latest filing with the SEC for the third quarter. This new investment marks an inc...
Forefront Wealth Partners LLC has purchased 501,000 shares of NextNRG Inc., valued at about $917,000, establishing a new position during the third quarter. This now represents approximately 0.4% of Ne...
Permanent Capital Management LP acquired 15,715 shares of Verizon Communications Inc. worth about $691,000 in the third quarter as per their most recent filing with the SEC. This marks the establishme...
Valley National Advisers Inc. decreased its holdings in Halliburton Company by 97% during the third quarter of 2021, selling 65,242 shares and retaining 2,046 shares valued at approximately $50,000....
Beacon Bank & Trust increased its stake in the iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.3% during the third quarter by purchasing an additional 1,437 shares, bringing its total holdings to 10,840...
First Horizon Corp has acquired a new position in the Vanguard S&P 500 ETF (VOO) during the third quarter with an investment of approximately $3.1 million in 5,065 shares....
GRIMES & Co Wealth Management LLC increased its holdings in General Electric Company (GE) by 27.4% during the third quarter of 2023, adding an additional 3,742 shares to reach a total of 17,421 shares...
GRIMES & Co WEALTH MANAGEMENT LLC reduced its holdings in Accenture PLC (NYSE:ACN) by selling 3,173 shares during the third quarter. The firm now owns 63,218 shares of the IT services provider....
First Horizon Corp purchased 4,196 shares of UnitedHealth Group Incorporated (UNH) stock during the third quarter, with a total value of approximately $1.449 million....
First Horizon Corp has acquired a new position in Lowe's Companies Inc., buying 10,936 shares during the third quarter worth approximately $2.748 million as per their SEC filing....
Citizens Financial Group Inc. RI Acquires 131,254 Shares of JPMorgan Ultra-Short Municipal ETF $JMST
Citizens Financial Group Inc., an institutional investor, significantly increased its holdings in the JPMorgan Ultra-Short Municipal ETF (symbol: JMST) by purchasing 131,254 additional shares during t...
Financial Futures Ltd Liability Co. reduced its investment in the Vanguard Real Estate ETF (VNQ) by 17% during the third quarter, selling off 13,540 shares to retain ownership of 66,015 shares....
Financial Futures Ltd Liability Co increased its stake in Vanguard Mid-Cap ETF (VO) by purchasing an additional 1,939 shares during the third quarter to reach a total of 41,553 shares....
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Vanguard S&P 500 ETF (VOO) in the third quarter, adding 830 shares to reach a total ownership of 11,886 shares....
Decker Retirement Planning Inc. has purchased 18,664 shares of Micron Technology's stock during the third quarter, amounting to approximately $3.1 million. These new holdings comprise around 1.7% of D...
GRIMES & Co WEALTH MANAGEMENT LLC reduced its stock position in NIKE Inc. by 14.2% during the third quarter, selling 14,392 shares and holding 87,275 shares as of the latest filing with the SEC....
Decker Retirement Planning Inc. acquired 25,142 shares of the JPMorgan Equity Premium Income ETF (JEPI) during the third quarter, corresponding to an investment value of around $1.436 million....
GRIMES & Co Wealth Management LLC reduced its holding in Adobe Inc. by 10.5% in the third quarter, selling 4,344 shares and retaining ownership of 37,043 shares....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its shareholding in QUALCOMM Incorporated by 6.5% during the third quarter of 2023, selling 11,722 shares and holding a total of 168,904 shares....
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.6% during the third quarter, adding 10,263 shares and reaching a total of 193,127 s...
Harbor Investment Advisory LLC reduced its holdings in Salesforce by selling 2,695 shares during the third quarter, resulting in ownership of 23,631 shares. This reduction was reported to the SEC....
Harbor Investment Advisory LLC reduced its holdings of Oracle Corporation by 22.1% in the third quarter. The firm sold off 4,489 shares to end up with a total holding of 15,852 shares....
First Horizon Corporation purchased a new position in General Electric's aerospace subsidiary (ticker: GE) during the third quarter, according to their latest filing with the SEC. The institution acqu...
In the third quarter, Citizens Financial Group Inc. RI increased its holdings in Eli Lilly and Company by purchasing an additional 3,600 shares, bringing its total to 74,287 shares or a 5.1% increase....
Citizens Financial Group Inc. RI reduced its holdings of DoorDash Inc. by 46.6% during the third quarter through a sale of 11,903 shares, leaving it with 13,636 shares....
Citizens Financial Group Inc. RI increased its position in the iShares Core S&P 500 ETF (NYSEARCA:IVV) by acquiring an additional 10,230 shares during the third quarter, resulting in a total ownership...
Ethos Financial Group LLC reduced its holdings of Broadcom Inc. stock by 21.6% in the third quarter, selling 2,074 shares and retaining a total of 7,543 shares following the sale....
Citizens Financial Group Inc. increased its holdings in Cintas Corporation by 8.4% through additional purchases of 3,715 shares during the third quarter, according to a recent SEC filing....
Fee Only Financial Planning L.C. reduced its holdings in the Vanguard Growth ETF by 1.5% during the third quarter after selling 1,714 shares, leaving it with a stock position worth $52.37 million....
Crew Capital Management Ltd increased its ownership in Invesco QQQ (NASDAQ:QQQ) by purchasing an additional 1,032 shares during the third quarter. The firm's total holding now stands at 29,188 shares....
Decker Retirement Planning Inc. purchased 175,150 shares of CompoSecure, Inc. during the third quarter at an estimated value of $3,647,000....
GRIMES & Co Wealth Management LLC increased its holdings of The Bank of New York Mellon Corporation stock by 466.6% during the third quarter, according to a filing with the SEC. It now holds 35,178 sh...