investment
1900 articles • Page 27 of 38
Davidson Trust Co acquired 71,458 shares of Glacier Bancorp Inc., worth approximately $3,478,000, during the third quarter. These shares represent 1.4% of Davidson Trust's holdings....
Investment firm Croban reduced its holdings in the Vanguard Mid-Cap Growth ETF (NYSEARCA: VOT) during the third quarter by selling 3,603 shares. After the sale, Croban's ownership decreased to 2,632 s...
Delta Investment Management LLC increased its holdings of FT Vest Rising Dividend Achievers Target Income ETF (ticker RDVI) by 33.6% during the third quarter, according to recent SEC filings....
Croban reduced its stock holding in American Financial Group Inc (NYSE: AFG) by 79.9% during the third quarter of the year, selling off 8,081 shares and leaving a remaining stake of 2,037 shares....
Delta Investment Management LLC reduced its holdings in MSCI Inc by selling 2,068 shares during the third quarter. As a result, it now owns 1,515 shares of MSCI's stock....
Croban acquired 11,834 shares of Xcel Energy during the third quarter through a new position worth approximately $954,000. This is documented in their latest filing with the SEC....
Calamos Wealth Management LLC acquired 8,000 shares of the iShares Silver Trust during the third quarter, with a total value of approximately $339,000. This represents new holdings for the firm....
Calamos Wealth Management LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 41.2% in the third quarter, adding 3,459 shares to its total portfolio which now stands at 11,856 shares....
MarketBeat's stock screener tool highlights seven ecommerce companies for investors: Walmart, GameStop, GigaCloud Technology, Pattern Group, WM Technology, ContextLogic, and PSQ. These firms represent...
During the third quarter, Diversified Trust Co increased its holdings in AbbVie Inc by purchasing an additional 10,891 shares to a total of 57,076 shares. This reflects a 23.6% increase in their posit...
Chemung Canal Trust Co. reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA: IVV) by 7.1% during the third quarter, following a sale of 3,964 shares....
Farmers & Merchants Investments Inc. decreased its holdings in the iShares Core S&P 500 ETF (IVV) by selling 14,374 shares during the third quarter, reducing its total stake to 379,752 shares....
Fortitude Family Office LLC increased its holdings in iShares Core S&P 500 ETF (IVV) by purchasing an additional 5,800 shares in the third quarter. The fund now owns 49,231 shares of IVV....
Diversified Trust Co. reduced its holding of DoorDash Inc.'s stock by 26.4% in the third quarter, selling 2,867 shares and retaining 8,009 shares. This adjustment is reported through a Form 13F filing...
Fort Washington Investment Advisors Inc. significantly increased its holdings in Quanta Services, Inc., adding 16,003 shares during the third quarter based on the latest filing with the SEC....
During the third quarter, Fort Washington Investment Advisors Inc., an institutional investor based in Ohio, increased its holdings in The Home Depot (NYSE:HD) by purchasing 8,563 shares, according to...
Calamos Advisors LLC increased its stake in Datadog Inc (NASDAQ:DDOG) by 37.7% during the third quarter, according to a recent filing with the SEC. The firm now holds 155,415 shares after acquiring an...
Calamos Wealth Management LLC Has $13.28 Million Stock Position in The Sherwin-Williams Company $SHW
Calamos Wealth Management LLC reduced its holdings of The Sherwin-Williams Company (SHW) by 18.9% in the third quarter, selling off 8,917 shares and holding 38,338 shares at the end of the period....
During the third quarter, Calamos Wealth Management LLC increased its holdings in IBM by purchasing an additional 3,589 shares, bringing its total ownership to 8,328 shares....
Ethic Inc increased its shareholding in Tesla by 1.2% during Q3 through the acquisition of an additional 1,820 shares, bringing its total holdings to 158,705....
Forefront Wealth Partners LLC has acquired 96,441 shares of the Vanguard FTSE Emerging Markets ETF in the third quarter, valued at approximately $5.23 million....
Brendel Financial Advisors LLC purchased 24,882 shares of Nucor Corporation during the third quarter, valued at approximately $3.37 million. This investment constitutes 1.7% of their portfolio....
Armstrong Fleming & Moore Inc increased its holding in Mastercard Incorporated (NYSE: MA) during the third quarter. The firm added 1,175 shares to their existing portfolio, bringing the total number o...
Diversified Trust Co increased its holdings in Chevron Corporation (NYSE:CVX) by 30.5% in the third quarter of the year. The firm now owns 44,006 shares after acquiring an additional 10,287 shares....
Continuum Advisory LLC increased its holdings in Chevron Corporation by 19.5% during the third quarter and now holds a total of 21,203 shares of the oil and gas corporation....
During the 3rd quarter, First American Bank decreased its holding of Chevron Corporation stock by selling 5,148 shares, resulting in a current stake of $12.67 million worth of CVX. This represents an ...
MarketBeat's stock screener has identified seven value stocks for investors to consider adding to their watchlist: Invesco QQQ, Rocket Lab, Ekso Bionics, AST SpaceMobile, ProShares UltraPro Short QQQ,...
According to MarketBeat's stock screener, investors should keep an eye on Onto Innovation, NVE, and Nano Dimension as nanotechnology stocks for potential investment in high-growth but risky technologi...
MarketBeat's stock screener highlights seven grocery stocks for investors' attention: CAVA Group, Conagra Brands, Albertsons Companies, Maplebear, BJ's Wholesale Club, Casey's General Stores, and Groc...
Calamos Wealth Management LLC reduced its stake in Royal Caribbean Cruises Ltd. (NYSE: RCL) during the third quarter of 2023, selling 126,302 shares and holding only 45,211 shares after these transact...
Calamos Wealth Management LLC reduced its holdings in Analog Devices Inc. by selling 15,148 shares in the third quarter, decreasing its stake by 19.9%. After the sale, Calamos holds 61,103 shares....
Calamos Wealth Management LLC increased its holdings of Morgan Stanley by purchasing an additional 9,345 shares in the third quarter, bringing its total ownership to 87,236 shares....
Carnegie Lake Advisors LLC increased its holdings in RxSight, Inc. by purchasing an additional 87,345 shares in the third quarter, raising their total holdings to 194,345 shares....
Calamos Wealth Management LLC reported an increase in its holdings of The TJX Companies Inc stock by 2.9% for the third quarter, adding 3,263 shares to reach a total ownership of 116,668 shares....
Calamos Advisors LLC increased its stock holdings in Intel Corporation by 23.2% in the third quarter of the year, adding an additional 169,980 shares to reach a total of 903,766 shares....
In the third quarter, Consilium Wealth Advisory LLC acquired 70,072 shares of iShares Bitcoin Trust ETF (IBIT), valued at approximately $4.555 million. This investment makes up 1.8% of the firm's port...
Chris Bulman Inc reduced its holdings in Vanguard Value ETF by 15.7% during the third quarter. After selling 5,179 shares, they now hold 27,753 shares....
Forefront Wealth Partners LLC purchased 40,808 shares of the SPDR Portfolio Emerging Markets ETF (SPEM) during Q3, valued at around $1.91 million. This investment was disclosed in their latest SEC For...
Dumont & Blake Investment Advisors LLC reduced its holding in Oracle Corporation by 25% during the third quarter through the sale of 3,115 shares. After this transaction, they now own 9,369 shares....
Diversified Trust Co reduced its holdings in Cummins Inc. by 36.5% during the third quarter, selling 4,191 shares and retaining ownership of 7,295 shares worth $3,081,000....
Forefront Wealth Partners LLC reduced its holdings of iShares Core S&P Small-Cap ETF by 67.1% in the third quarter, selling 15,455 shares to own a total of 7,588 shares....
Brendel Financial Advisors LLC reduced its stock holdings in Dover Corporation by 79.1% during the third quarter. This减持后，该基金持有道威斯公司的4710股股票。...
Calamos Advisors LLC increased its investment in Medtronic PLC by 27.9% during the third quarter, purchasing an additional 117,358 shares to own a total of 538,018 shares valued at $51.24 million....
Brendel Financial Advisors LLC has acquired a new stake in iShares U.S. Utilities ETF (NYSEARCA:IDU) during the third quarter, with the purchase of 8,579 shares valued at about $951,000. This acquisit...
In the third quarter, Brendel Financial Advisors LLC significantly increased its stake in Illinois Tool Works Inc., a New York Stock Exchange-listed company, by purchasing an additional 12,954 shares....
Cushing Asset Management LP dba NXG Investment Management expanded its stake in American Electric Power Company Inc (AEP) shares by 47.1% in the third quarter. According to their recent SEC filing, th...
Calamos Advisors LLC has boosted its stake in Quanta Services, Inc by acquiring an additional 15,388 shares during the third quarter, resulting in a total of 105,401 shares. This represents an increas...
Calamos Advisors LLC increased its holdings of The Sherwin-Williams Company (NYSE:SHW) by purchasing an additional 30,207 shares, raising the total to 171,406 shares as reported in their latest SEC fi...
Institutional investor Cushing Asset Management LP, operating under the name NXG Investment Management, increased its stake in General Electric's energy division, GE Vernova Inc., by purchasing an add...
Ascent Group LLC reduced its stake in Vanguard FTSE Emerging Markets ETF (VWO) by 28.7% during the third quarter of 2023, according to a recent SEC filing. The company sold 47,807 shares, resulting in...