investment
1900 articles • Page 20 of 38
Farnam Financial LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ) by 20.4% during the third quarter of 2023, adding 39,775 shares. After this acquisition, Farna...
FengHe Fund Management increased its stake in Amphenol Corporation by 150.3% during Q3, acquiring an additional 185,300 shares to total 308,600 shares valued at approximately $38.19 million....
Heck Capital Advisors LLC increased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) by purchasing an additional 25,531 shares during the third quarter, raising its total stake to 60,2...
Heck Capital Advisors LLC increased its holdings of Fidelity NASDAQ Composite Index ETF (ONEQ) by 1.2% in the third quarter, acquiring an additional 7,415 shares to reach a total of 616,117 shares....
Heck Capital Advisors LLC reduced its holdings of the Invesco S&P 500 Equal Weight ETF (RSP) by 4.6% during the third quarter, selling off 14,596 shares to hold a total of 302,240 shares valued at $57...
Heck Capital Advisors LLC increased its holdings of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) by 9.5% during the third quarter, according to a recent SEC filing. The firm now...
FengHe Fund Management Pte. Ltd. increased its holdings in DAQO New Energy Corp. by 62.4% in the third quarter, adding 180,457 shares to a total of 469,833 shares....
Heck Capital Advisors LLC decreased its holdings of the iShares MSCI International Value Factor ETF (ticker: IVLU) by 25% during the third quarter, selling 88,061 shares to end with a total holding of...
Heck Capital Advisors LLC increased its holdings in the JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) by purchasing an additional 19,310 shares in the third quarter. The firm now owns a total o...
Duncker Streett & Co. Inc. reduced its holdings in Chipotle Mexican Grill Inc.'s stock (CMG) by 77.6% during the third quarter, selling off 36,905 shares to hold only 10,625 shares as of the latest SE...
In the third quarter of 2023, Ferguson Wellman Capital Management Inc. increased its shares of Stryker Corporation (SYK) by 0.8%, purchasing an additional 1,374 shares for a total ownership of 180,039...
Ferguson Wellman Capital Management Inc. decreased its stock holdings in Merck & Co., Inc. by 1.0% in the third quarter, selling off 7,307 shares to leave a total of 747,581 shares....
Ferguson Wellman Capital Management Inc., an institutional investor, increased its stake in Nike's stock by 21.2% during the third quarter. The firm now owns 631,564 shares of NIKE after purchasing an...
Ferguson Wellman Capital Management Inc increased its shareholding in Uber Technologies by 1.3% in the third quarter, acquiring an additional 10,349 shares, bringing the total to 809,836 shares....
Clear Harbor Asset Management LLC decreased its holdings in Micron Technology Inc (NASDAQ:MU) by 10.4% during the third quarter, down to 17,347 shares after selling 2,024 shares....
Ferguson Wellman Capital Management Inc. increased its ownership stake in Micron Technology (MU) by purchasing an additional 7,881 shares during the third quarter, raising their total holdings to 150,...
Commonwealth Equity Services LLC reduced its holdings of Cummins Inc. by 9.9% during the third quarter, selling a total of 6,201 shares to leave it with 56,481 shares....
Evolution Wealth Management Inc. reduced its holdings of Invesco QQQ (NASDAQ:QQQ) by 71.3% during the third quarter, selling a total of 1,519 shares and retaining ownership of 610 shares....
Ferguson Wellman Capital Management Inc. increased its stake in Verizon Communications Inc. (NYSE: VZ) by 36.7% during the third quarter, adding to its holdings with additional shares purchased, bring...
Citizens National Bank Trust Department increased its investment in Chevron Corporation's shares by 8.1% during the third quarter. This was achieved through the acquisition of an additional 4,310 shar...
CX Institutional boosted its stake in security technology company Palo Alto Networks by purchasing an additional 3,544 shares during the third quarter of the year, marking a 176% increase. The firm no...
During Q3, Cerity Partners LLC increased its stake in Altria Group Inc by 6.6%, purchasing an additional 35,803 shares to hold a total of 575,041 shares....
CoreCap Advisors LLC reduced its holdings of iShares MSCI International Quality Factor ETF (IQLT) by 25.5% in the third quarter, selling off 12,668 shares and holding 36,993 shares at that time....
During the third quarter, Ferguson Wellman Capital Management Inc increased its holdings in Cisco Systems Inc by purchasing an additional 49,997 shares, bringing their total to 1,316,012 shares. This增...
Cardinal Capital Management recently purchased 17,768 shares in Halozyme Therapeutics Inc., representing a valuation of about $1.3 million as reported to the SEC on its most recent Form 13F filing....
Bard Financial Services Inc. increased its stock holdings in Microsoft Corporation by 0.9% in the third quarter. The firm now owns 153,584 shares after purchasing an additional 1,325 shares....
Commonwealth Equity Services LLC increased its ownership of Chubb Limited's shares on NYSE from 83,713 to 87,480 during the third quarter through additional purchases worth 3,767 shares....
Davis Capital Management has purchased 17,464 shares of Alphabet Inc., valued at approximately $4,253,000, during the third quarter, as disclosed in their most recent SEC filing....
First Trust Preferred Securities and Income ETF $FPE Shares Sold by Commonwealth Equity Services LLC
In the third quarter, Commonwealth Equity Services LLC decreased its holdings in First Trust Preferred Securities and Income ETF (FPE) by selling 132,967 shares. Post this transaction, they held 1,359...
In the third quarter, Commonwealth Equity Services LLC reduced its holdings of WEC Energy Group Inc.'s stock by selling 32,201 shares, leaving it with ownership of 177,891 shares or 0.06% of the compa...
In the third quarter, CWA Asset Management Group LLC reduced its holdings of Mondelez International shares by 67.4%, down to 5,691 shares after selling 11,751 shares....
Chandler Asset Management Inc. increased its shareholding in Vanguard Real Estate ETF by 4.6% during the third quarter. This involved purchasing an additional 17,595 shares, bringing their total holdi...
Chandler Asset Management Inc. reduced its holdings of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 16.3% during the third quarter, shedding 81,680 shares and ending with a total of 418,375 sh...
According to Chandler Asset Management Inc.'s most recent Form 13F filing with the SEC, the company reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by selling 4,740 shares duri...
Ferguson Wellman Capital Management Inc reduced its holdings of UnitedHealth Group Incorporated (NYSE:UNH) stock in the third quarter by selling 4,749 shares. The firm now holds 28,314 shares....
Evolution Wealth Management Inc. significantly increased its holdings of the Invesco S&P 500 Momentum ETF by 468.7% during the third quarter, purchasing an additional 6,107 shares to hold a total of 7...
Evolution Wealth Management Inc. acquired 57,677 shares of Simplify Hedged Equity ETF (NYSEARCA: HEQT) during the third quarter, valued at approximately $1.8 million. These newly purchased shares repr...
Duncker Streett & Co. Inc. reduced its holdings of Mastercard Incorporated by 1,043 shares during the third quarter, selling them to own a total of 31,011 shares which represent 3.1% of their portfoli...
Dock Street Asset Management Inc. decreased its holdings of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.9% during the third quarter, selling 8,889 shares, as reported in its most recent SEC filin...
Ferguson Wellman Capital Management Inc. significantly increased its holdings of Accenture PLC stock by 1,408.2% during the third quarter, according to a recent filing with the SEC. The firm now owns ...
Duncker Streett & Co. Inc. increased its stake in Lowe's Companies Inc. by purchasing an additional 12,324 shares during the third quarter, raising its holdings to 34,756 shares....
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
Elk River Wealth Management LLC increased its holdings of the SPDR S&P Dividend ETF (NYSEARCA: SDY) by 1.3% during the third quarter, adding an additional 5,294 shares to bring its total ownership to ...
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
In the third quarter of 2023, Ferguson Wellman Capital Management Inc., an institutional investor, increased its holdings of East West Bancorp stock by 2.6%. After buying additional shares, it now own...
Elk River Wealth Management LLC increased its holdings in The Goldman Sachs Group, Inc. by 14% in the third quarter, adding 749 shares to a total of 6,105 shares through acquisitions....
Institutional investor Duncker Streett & Co. Inc. decreased its holding in Thermo Fisher Scientific Inc. by selling 864 shares during the third quarter, reducing their stake by 3.9%. They now own 21,5...
Ethos Financial Group LLC disclosed that during the third quarter, it purchased 8,257 shares of Invesco S&P 500 GARP ETF (SPGP), valued at approximately $938,000. This investment indicates a new posit...
Ethos Financial Group LLC has established a new stake in Micron Technology Inc., acquiring 2,789 shares valued at around $467,000 during the third quarter of the year....
CX Institutional increased its stake in Cummins Inc. by 174 percent during the third quarter, adding a total of 3,441 shares, for an ownership of 5,419 shares....