investment
1900 articles • Page 21 of 38
During the third quarter, E Fund Management Hong Kong Co. Ltd. increased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by 8.9%, raising its total share count to 34,693 shares....
CX Institutional significantly increased its holdings in American Tower Corporation by purchasing an additional 6,451 shares during the third quarter, bringing its total to 8,763 shares. This represen...
Citizens National Bank Trust Department has increased its holdings in Walmart Inc by 8.6% in the third quarter of this year, as per their latest SEC filing. They now own 70,586 shares after adding ano...
CX Institutional increased its shareholding in Linde PLC by acquiring an additional 1,878 shares during the third quarter, resulting in a total ownership of 4,687 shares. This marks a 66.9% increase i...
CX Institutional significantly increased its investment in Marriott International Inc., purchasing an additional 2,150 shares during the third quarter of 2023, thereby raising their total holdings to ...
CoreCap Advisors LLC increased its holdings of Seagate Technology Holdings' shares by purchasing an additional 5,239 shares in the third quarter, resulting in a total ownership of 6,360 shares as per ...
During the third quarter, Cerity Partners LLC increased its holdings of Marathon Petroleum Corporation by purchasing an additional 12,788 shares. Its total ownership stood at 193,425 shares following ...
Cerity Partners LLC reduced its holdings in the iShares S&P 500 Growth ETF (IVW) by selling 34,544 shares during the third quarter. After this sale, the institutional investor now owns 287,129 shares ...
D.A. Davidson & CO. increased its holdings of Synopsys Inc. by purchasing an additional 1,346 shares during the third quarter, raising their total to 5,715 shares....
Cerity Partners LLC reduced its holdings in Ameriprise Financial's stock by selling 4,112 shares in the third quarter. The firm now owns 63,883 shares....
Cerity Partners LLC increased its shareholding in The Travelers Companies, Inc. by purchasing an additional 7,657 shares during the third quarter, raising its total holdings to 110,568 shares....
Cerity Partners LLC increased its shareholding in Aflac Incorporated by 13.9% during the third quarter, having bought an additional 30,906 shares. This move brought their total ownership to 253,244 sh...
Ferguson Wellman Capital Management Inc. increased its stake in Automatic Data Processing, Inc. by acquiring an additional 120,671 shares during the third quarter, raising their total holdings to 393,...
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...
Ferguson Wellman Capital Management Inc. increased its holdings in Entergy Corporation by 5.2% over the third quarter via an addition of 64,037 shares. The firm now owns a total of 1,299,428 shares of...
In the third quarter, Cardinal Capital Management purchased 11,605 shares of Enersys stock at an estimated value of $1.3 million, according to new filing details....
Cardinal Capital Management decreased its holdings in Raymond James Financial Inc by selling 4,180 shares in the third quarter, resulting in an adjusted position of 28,263 shares. This reduction is re...
Clear Harbor Asset Management LLC increased its holdings in the Vanguard FTSE All-World ex-US ETF (VEU) by 2.5% during the third quarter, raising its stake from 292,235 to 299,618 shares....
Clear Harbor Asset Management LLC has increased its stake in Regeneron Pharmaceuticals Inc. by 26.3% during the third quarter of the year as per filings with the SEC. The institutional investor's owne...
Clear Harbor Asset Management LLC reduced its stock position in Enphase Energy Inc. by 11.7% in the third quarter, retaining ownership of 127,774 shares after selling 16,892 shares during that period....
Rede Wealth LLC purchased 639 shares of Eli Lilly and Company during the third quarter, with a total value of approximately $487,000. This new position was disclosed in recent filings submitted to the...
Stockman Wealth Management Inc has decreased its holdings in NVIDIA Corporation's stock by 7.3% during the third quarter of this year, selling off 7,755 shares and retaining ownership of 99,185 shares...
Shaker Investments LLC increased its holdings in Amazon.com (NASDAQ:AMZN) by purchasing an additional 7,307 shares during the third quarter, raising its total ownership to 30,283 shares....
LeConte Wealth Management LLC increased its holdings in NVIDIA Corporation by purchasing an additional 3,773 shares during the third quarter. The total stake now amounts to 24,656 shares....
FSM Wealth Advisors LLC raised its Amazon.com stock holdings by 12.5% in the third quarter of 2023, increasing its share count to 29,922 through an additional acquisition of 3,327 shares. This investm...
Benchmark Financial Wealth Advisors LLC increased its holdings in the iShares Core S&P 500 ETF (IVV) by purchasing an additional 3,656 shares during the third quarter. Following this transaction, ...
In the third quarter, Community Trust & Investment Co. increased its holdings of Prologis, Inc. (NYSE: PLD) shares by acquiring an additional 4,913 shares. The new total stake is 77,776 shares....
Chicago Capital LLC increased its stake in CME Group Inc. by 583.8% during the third quarter, adding 11,378 shares to reach a total of 13,327 shares....
Commonwealth Equity Services LLC reduced its holdings of Eli Lilly and Company (NYSE:LLY) by 18,358 shares in the third quarter, resulting in a total ownership of 353,144 shares....
According to MarketBeat's stock screener tool, CrowdStrike, Palo Alto Networks, and Fortinet are highlighted as key cybersecurity stocks for investors to monitor on January 5th. These firms are engage...
Miracle Mile Advisors LLC acquired 1,753 shares of Lumentum Holdings Inc., valued at approximately $285,000, during the third quarter. This information was disclosed in their latest filing with the Se...
Mather Group LLC increased its holdings of Broadcom Inc.'s (NASDAQ: AVGO) shares by 10.9% in the third quarter, as reported in a recent SEC filing. The company now owns 55,178 shares following an addi...
During the 3rd quarter, Ninety One SA PTY Ltd reduced its holdings in Broadcom Inc. by selling 12,017 shares, leading to a current holding of 20,553 shares worth approximately $6.78 million....
Mather Group LLC increased its holdings in Alphabet Inc. by 13.6% during the third quarter, purchasing an additional 6,730 shares to have a total of 56,384 shares....
Mattern Capital Management LLC reduced its holdings in Broadcom Inc. by 10.9% during the third quarter, selling 4,795 shares and retaining a total of 39,314 shares....
Blue Bell Private Wealth Management LLC Raises Position in ASA Gold and Precious Metals Limited $ASA
In the third quarter, Blue Bell Private Wealth Management LLC increased its holdings in ASA Gold and Precious Metals Limited by 9.3%. The institution now owns 138,355 shares of the investment manageme...
D.A. Davidson & CO. reduced its holding of Salesforce Inc (NYSE:CRM) by selling 3,566 shares during the third quarter, resulting in an ownership position of 41,503 shares. This represents a reduction ...
D.A. Davidson & CO. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by purchasing an additional 8,331 shares, raising their stake to a total of 67,875 shares during the ...
David Knox, the CFO of Hyperion DeFi (NASDAQ:HYPD), purchased 27,950 shares on December 31st at an average price of $3.59 per share, totalling $100,340.50. Post transaction, he now owns a total of 327...
Institute for Wealth Management LLC decreased its holdings of Alphabet Inc. (NASDAQ:GOOGL) by selling 2,241 shares during the third quarter, reducing its stake by 3.8%. Post transaction, it holds 56,3...
During the third quarter, Miracle Mile Advisors LLC increased its holdings of Meta Platforms, Inc. by 1.6%, adding 955 shares and bringing its total to 61,295 shares....
Los Angeles Capital Management LLC increased its stake in Meta Platforms (NASDAQ: META) during Q3 by buying an additional 48,563 shares, bringing the total to 1,525,270 shares....
Merit Financial Group LLC increased its stock holdings in Dollar General Corp (NYSE:DG) by 61.9% during the third quarter, purchasing an additional 4,842 shares to bring its total ownership to 12,663 ...
Miracle Mile Advisors LLC reduced its holdings of iShares ESG Advanced MSCI EAFE ETF (DMXF) in the third quarter, selling 15,717 shares and holding only 4,069 shares after the transaction....
Community Trust & Investment Co. increased its investment in Zoetis Inc. by acquiring an additional 6,014 shares in the third quarter, bringing the total holdings to 116,408 shares....
Chicago Capital LLC increased its stake in Caterpillar Inc. (NYSE: CAT) by 22.1% during the third quarter through additional purchases of 1,315 shares, bringing its total holdings to 7,274 shares....
Community Trust & Investment Co. reduced its holdings of Amphenol Corporation's shares by 15.3% in the third quarter, according to their latest SEC filing. After selling 40,093 shares, they now hold 2...
Marine Petroleum Trust (NASDAQ:MARPS) Share Price Passes Above 50-Day Moving Average – Time to Sell?
The share price of Marine Petroleum Trust (NASDAQ:MARPS) has surpassed its 50-day moving average during recent trading. As of the latest report, MARPS shares traded at $4.35 with a high of $4.42 and a...
Cordatus Wealth Management LLC significantly increased its holdings of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) in Q3 2023. The firm's share count reached 20,481 after it bought an additional...
Gateway Investment Advisers LLC has recently invested in the Vanguard S&P 500 ETF, acquiring 7,499 shares valued at approximately $4.59 million during the third quarter....