investment
1900 articles • Page 17 of 38
Decker Retirement Planning Inc. has increased its holdings in Willdan Group, Inc., buying 33,679 shares for approximately $3.256 million in the third quarter of this year. According to their latest fi...
Decker Retirement Planning Inc. has acquired 30,113 shares of Dollar General Corporation (DG) in the third quarter, with a total value of approximately $3.11 million. This investment represents around...
GRIMES & Co Wealth Management LLC reduced its holdings in PayPal Holdings Inc by selling 14,934 shares during the third quarter, leaving it with 125,456 shares....
Decker Retirement Planning Inc. has acquired a new stake in Coinbase Global during the third quarter, purchasing 18,575 shares valued at approximately $6.269 million. This investment amounts to 3.4% o...
Harbor Investment Advisory LLC increased its holdings in iShares Core S&P Small-Cap ETF (IJR) by 23.8% in the third quarter, adding 5,012 shares to reach a total of 26,054 shares....
GRIMES & Co Wealth Management LLC increased its stake in Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA: FDIS) by 1,511.6% during the third quarter. The firm's ownership of the company's sto...
GRIMES & Co Wealth Management LLC decreased its holdings in Generac Holdings Inc., reducing its stock by 17.3% through the sale of 8,684 shares in Q3....
GRIMES & Co Wealth Management LLC reduced its holding of Kimberly-Clark Corporation by selling 10,290 shares in the third quarter, resulting in a new total ownership of 138,116 shares....
During the third quarter, Decker Retirement Planning Inc. acquired 28,136 shares of Primoris Services Co., worth about $3.864 million, according to their latest SEC filing....
During the third quarter, Decker Retirement Planning Inc. reduced its holdings in Invesco QQQ by selling 10,684 shares, resulting in ownership of only 79 shares....
GRIMES & Co Wealth Management LLC reduced its holding of Cognizant Technology Solutions Corporation shares by 10 percent during the third quarter, selling 14,910 shares and retaining 134,371 shares....
Decker Retirement Planning Inc. increased its holdings of Vanguard Total Stock Market ETF (VTI) by 27.9% in the third quarter, adding 3,337 shares to reach a total of 15,281 shares as per its latest S...
Decker Retirement Planning Inc significantly increased its holdings in Advanced Micro Devices (AMD) in the third quarter through adding 26,230 shares to their portfolio. This marks a substantial incre...
Decker Retirement Planning Inc. reported an increased stake in TTM Technologies, acquiring 51,447 shares valued at approximately $2.963 million during the third quarter of 2023 as disclosed in their S...
Decker Retirement Planning Inc. decreased its holdings in the SPDR S&P Metals & Mining ETF (symbol: XME) by selling 76,471 shares during the third quarter. The company now owns 47,785 shares of this e...
Decker Retirement Planning Inc., during the 3rd quarter, reduced its holdings in VanEck Semiconductor ETF by selling 15,696 shares, resulting in an ownership of 13,420 shares worth $4.38 million as pe...
CoreCap Advisors LLC decreased its shareholding in S&P Global Inc., reducing the number of shares by 74.3% during Q3 to hold a total of 500 shares after selling 1,442 shares....
Greenleaf Trust reduced its holdings in Meta Platforms, Inc., selling 917 shares in the third quarter. This reduction decreased their position by 0.8%, leaving them with 108,190 shares of Meta Platfor...
Bosman Wealth Management LLC increased its holdings of iShares Bitcoin Trust ETF (NASDAQ:IBIT) during the third quarter by 81.3%, acquiring an additional 46,541 shares to reach a total holding of 103,...
During the 3rd quarter, GRIMES & Co WEALTH MANAGEMENT LLC decreased its ownership of Micron Technology Inc.'s shares by selling 14,505 units. As a result, the firm's holding now stands at 67,098 share...
During the 3rd quarter, GRIMES & Co Wealth Management LLC decreased its holdings in Xylem Inc. by selling 10,176 shares, reducing its ownership to 65,443 shares as per its SEC Form 13F filing....
GRIMES & Co WEALTH MANAGEMENT LLC Has $14.39 Million Stock Position in Zoom Communications, Inc. $ZM
GRIMES & Co Wealth Management LLC reduced its holdings in Zoom Communications, Inc. (NASDAQ:ZM) by 12.7% during the third quarter, selling off 25,474 shares to have a remaining position of 174,358 sha...
Elemental Capital Partners LLC acquired 7,611,602 shares of indie Semiconductor, Inc., representing approximately $30,979,000 and constituting roughly 17.5% of the investment portfolio according to SE...
First Horizon Corp has purchased 6,664 shares of Novartis AG (NYSE: NVS) valued at approximately $855,000 in the third quarter. This information is derived from the latest Form 13F filing with the SEC...
First Horizon Corporation has acquired 3,358 shares of the Vanguard Mega Cap Growth ETF (MGK) during the third quarter. The new investment is valued at approximately $1,351,000....
First Horizon Corporation has acquired a new stake in the iShares ESG MSCI KLD 400 ETF (NYSEARCA: DSI) during the third quarter. The corporation purchased 7,419 shares worth approximately $934,000....
First Horizon Corporation established a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) during the third quarter of 2021, according to their latest filing with the Securities and Ex...
HB Wealth Management LLC increased its investment in Schlumberger Limited (SLB) by 60.3% in the third quarter, following a purchase of an additional 12,571 shares to total 33,410 shares valued at $1.1...
Masterinvest Capital Management GmbH reduced its holdings in Visa Inc stock by 3.5% during the third quarter, shedding 1,467 shares and holding a total of 40,281 shares post-sale. Visa Inc makes up ap...
The Oregon Public Employees Retirement Fund increased its holdings of NRG Energy Inc. by 31.4% during the third quarter, adding 5,296 shares to bring total ownership up to 22,161 shares valued at $3.5...
Legacy Trust increased its holdings in The Home Depot Inc. by 40.4% during the third quarter, adding an additional 3,351 shares to reach a total ownership of 11,646 shares....
During the third quarter, Sumitomo Mitsui DS Asset Management Company Ltd purchased 74,478 shares of Block Inc., valued at approximately $5,383,000 according to their latest 13F filing with the Securi...
Steele Capital Management Inc. increased its holdings of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% in Q3, adding an additional 1,454 shares to reach a total of 375,050 shares....
According to an SEC filing, ORG Partners LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by purchasing additional shares worth 41.8% during the third quarter. The firm now owns a...
The New York State Teachers Retirement System decreased its shares of The Sherwin-Williams Company by 1,530 units during the third quarter to a total holding of 179,841 shares valued at $62.27 million...
During the third quarter, Sumitomo Mitsui DS Asset Management Company Ltd increased its ownership of Marvell Technology, Inc. shares by 8.8%, according to a Form 13F filing with the SEC....
Kesler Norman & Wride LLC increased its holdings of Tesla Inc. stock by 90.5% during the third quarter, acquiring an additional 1,511 shares for a total holding of 3,180 shares....
The Oregon Public Employees Retirement Fund increased its stock holdings of Atmos Energy by 33.8% during the third quarter, owning a total of $3.13 million worth of shares after purchasing an addition...
Oregon Public Employees Retirement Fund Buys 5,391 Shares of American Water Works Company, Inc. $AWK
The Oregon Public Employees Retirement Fund increased its shareholding in American Water Works Company Inc. by 32% during the third quarter, as reported through a Form 13F filing with the SEC. The fun...
According to MarketBeat's stock screener tool, JPMorgan Chase, Bank of America, Wells Fargo, Citigroup, and Charles Schwab are recommended bank stocks for today's investment consideration. These stock...
New York State Teachers Retirement System reduced its PayPal Holdings shareholding by 1.7% during the third quarter of 2023, based on a recent regulatory filing with the SEC. The fund now holds 891,60...
The New York State Teachers Retirement System reduced its holdings of Colgate-Palmolive Company stock by 2.2% in the third quarter, selling 16,797 shares and retaining 756,473 shares....
The New York State Teachers Retirement System reduced its holdings in General Motors Company by 6.5% during the third quarter of the reporting period, selling 67,548 shares and now owning 968,309 shar...
The New York State Teachers Retirement System reduced its holdings of Digital Realty Trust, Inc. (DLR) by 1.4% during the third quarter, according to a recent SEC filing....
The New York State Teachers Retirement System increased its shareholdings in Coinbase Global by 14.7% during the third quarter after acquiring an additional 22,423 shares....
The New York State Teachers Retirement System reduced its ownership of Moody's Corporation (MCO) shares by 2.2% in Q3. The institutional investor now holds 124,374 shares after selling 2,746 shares....
The New York State Teachers Retirement System reduced its holding of D.R. Horton Inc.'s shares by 6.4% in the third quarter through selling 15,348 shares....
The New York State Teachers Retirement System decreased its stock holdings in The Hartford Insurance Group by 2.8% during the third quarter, selling off 8,108 shares to leave a holding of 280,801 shar...
In Q3 2023, New York State Teachers Retirement System decreased its ownership of Marriott International's shares by 3.9%, selling off 7,154 shares and ending up with 175,248 shares....
New York State Teachers Retirement System Sells 4,660 Shares of Seagate Technology Holdings PLC $STX
The New York State Teachers Retirement System has reduced its holdings of Seagate Technology Holdings by selling 4,660 shares during the third quarter, leaving it with a total of 178,053 shares. This ...