investment
1900 articles • Page 29 of 38
Baron Wealth Management LLC increased its holdings of Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI) by 4.2% in the third quarter, acquiring an additional 28,311 shares to reach ...
Diversified Trust Co increased its shareholding in Lam Research Corporation by 34.4% during the third quarter of the year. This increment is due to additional purchases of 8,172 shares bringing total ...
Diversified Trust Co increased its holdings in Gen Digital Inc by 11.9% during the third quarter. The firm acquired an additional 23,035 shares, bringing their total to 217,396 shares of Gen Digital s...
Diversified Trust Co reduced its holdings of Philip Morris International Inc. (NYSE: PM) by 32.5% in the third quarter, selling 26,955 shares and retaining 55,930 shares....
During the third quarter, Diversified Trust Co increased its holdings in Consolidated Edison Inc by 17.3%, amounting to an additional purchase of 6,796 shares, bringing their total stock ownership to ...
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
Diversified Trust Co increased its investment in NetApp Inc (NASDAQ: NTAP) by 10.4% during the third quarter of 2023, adding 5,698 shares to its portfolio according to a recent filing with the SEC....
During the third quarter, Diversified Trust Co increased its position in Amgen Inc. stock (NASDAQ:AMGN) by 8.9%, adding an additional 3,471 shares to its holdings of 42,681 shares as reported to the S...
In the third quarter, Diversified Trust Co increased its stake in Palantir Technologies Inc. by 67.9%, adding 17,659 shares to its existing holdings, bringing its total ownership to 43,650 shares of N...
In the third quarter, Diversified Trust Co purchased a new stake of 50,000 shares in ProShares UltraPro S&P 500 worth approximately $5.57 million as reported by their latest Form 13F filing with the S...
Diversified Trust Co increased its holdings in Colgate-Palmolive Company (NYSE: CL) by 12.8% during the third quarter. The institutional investor purchased an additional 10,892 shares, raising its tot...
Diversified Trust Co significantly increased its holdings of iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 251.4% during the third quarter, adding an additional 30,463 shares to bring total ownership ...
Diversified Trust Co reduced its holdings of Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by 1.5% during the third quarter, selling 2,520 shares and now owning a total of 163,997 shares....
Diversified Trust Co reduced its holdings in Procter & Gamble Company (NYSE:PG) by 8.2% during the third quarter, selling off 11,571 shares and now holding a total of 130,090 shares....
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ: BSCQ) by purchasing an additional 71,310 shares during the third quarter. This acquisition ra...
Brown Shipley & Co Ltd reduced its holdings in Fortive Corporation by selling 15,181 shares in the third quarter, leaving it with only 1,051 shares. This sale resulted in a reduction of nearly 93.5% o...
Bravias Capital Group LLC increased its holdings in the Vanguard Dividend Appreciation ETF (VIG) by 285.5% during the third quarter, purchasing an additional 3,340 shares and now owning a total of 4,5...
During the third quarter, Diversified Trust Co increased its holdings of the iShares Russell 2000 ETF (NYSEARCA:IWM) by buying an additional 5,405 shares, raising its total share count to 72,016....
Clark Asset Management LLC increased its holdings of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 10% in the third quarter, adding an additional 18,541 shares to reach a total of 203,637 shares....
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Diversified Trust Co increased its holdings of Vanguard Extended Market ETF (VXF) by 3.2% in the third quarter, purchasing an additional 15,105 shares to reach a total ownership of 481,340 shares....
Clark Asset Management LLC reduced its holdings of Vanguard Total Bond Market ETF (BND) by 50.7% in the third quarter, selling off 8,897 shares and maintaining ownership of 8,640 shares....
In the third quarter, Clark Asset Management LLC increased its holdings of Invesco BulletShares 2031 Corporate Bond ETF (BSCV) by 32.0%, adding 150,959 shares to reach a total ownership of 623,103 sha...
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Clark Asset Management LLC purchased 3,540 shares of the iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the third quarter, with a total valuation of approximately $575,000....
Bravias Capital Group LLC raised its holdings in Alpha Architect Tail Risk ETF (BATS: CAOS) by purchasing an additional 6,181 shares during the third quarter. This acquisition increased their total sh...
According to MarketBeat's stock screener tool, seven telecom stocks are recommended for investor attention: AT&T, TELUS, Vodafone Group, Dycom Industries, America Movil, SK Telecom, and Telephone and ...
Bravias Capital Group LLC has acquired 4,877 shares of Vanguard High Dividend Yield ETF (NYSEARCA: VYM) during the third quarter. The purchase was valued at about $687,000....
In the third quarter, Perigon Wealth Management LLC increased its holdings in AbbVie Inc.'s stock by purchasing an additional 3,905 shares, bringing its total ownership to 111,108 shares....
In the third quarter, Parcion Private Wealth LLC increased its holdings of Amazon.com Inc.'s shares by 7.5%, adding an additional 5,110 shares to reach a total of 73,457 shares....
Permanent Capital Management LP has increased its investment in Capital One Financial Corporation (COF) by acquiring 12,960 shares worth approximately $2,755,000 during the third quarter. These purcha...
Permanent Capital Management LP acquired a new holding in SPDR Gold Shares (NYSEARCA: GLD) during the third quarter. The firm's purchase included 10,032 shares with an estimated value of roughly $3.56...
Iams Wealth Management LLC increased its stock position in Meta Platforms Inc by 60.7% during the third quarter of 2023 through additional purchases of 1,502 shares, resulting in a total ownership of ...
Valley National Advisers Inc. reduced its holdings of Cardinal Health Inc. shares by 96.2% during the third quarter, as reported through a Form 13F filing with the US Securities and Exchange Commissio...
Perigon Wealth Management LLC reported an increase in its持股比例，该公司在第三季度购买了11,875股雪佛龙公司的股票，并且目前持有该公司的股票总量为73,448股。...
Vontobel Holding Ltd. reduced its stake in JPMorgan Chase & Co. by 4.1% during the third quarter, selling 15,531 shares and retaining ownership of 361,531 shares based on recent SEC filings....
Sowell Financial Services LLC increased its holdings in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA: GCOR) by purchasing an additional 15,678 shares during the third quarter. After this tra...
Schulz Wealth LTD acquired shares worth approximately $1.37 million in Innovator U.S. Equity 10 Buffer ETF (ZALT) during the third quarter of the year....
Schulz Wealth LTD. increased its holdings of Vanguard Total International Stock ETF (NASDAQ:VXUS) in the third quarter by 17,780 shares, resulting in a new total of 172,730 shares as reported to the S...
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Regatta Capital Group LLC reduced its holdings of Global X Emerging Markets Bond ETF (NYSEARCA:EMBD) by 63.5% in the third quarter, selling 23,500 shares and maintaining ownership of 13,483 shares....
Melone Private Wealth LLC has acquired a position of 14,500 shares in the Capital Group Growth ETF during the third quarter of the year, as reported in their 13F filing with the SEC. The investment is...
Schulz Wealth LTD increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 80.7% during the third quarter, adding 31,070 shares to bring their total ownership to 69,589 shares....
VERITY Wealth Advisors减持了iSharesExponentialTechnologiesETF（代码：XT）的7,479股，持股比例从原持有量下降63.5%至持有4,301股。这是根据提交给美国证券交易委员会最近一份13F文件中显示的内容，在第三季度进行了上述股票交易操作。...
In the third quarter, Melone Private Wealth LLC increased its investment in Davis Select U.S. Equity ETF (BATS:DUSA) by 76.2%, purchasing an additional 11,063 shares for a total of 25,575 shares....
Permanent Capital Management LP has acquired 52,303 shares of Golar LNG Limited's stock, valued at approximately $2,114,000, according to recent SEC filings. This purchase marks the establishment of a...
Regatta Capital Group LLC increased its stake in iShares Core High Dividend ETF (NYSEARCA: HDV) by 42.7% during the third quarter of 2023, as reported to the Securities and Exchange Commission. The fi...
JGP Wealth Management LLC increased its holdings in Alphabet Inc. by purchasing an additional 3,374 shares in the third quarter, resulting in total ownership of 8,321 shares as per their Form 13F fili...
During the third quarter, Permanent Capital Management LP purchased 12,575 shares of Bank of America Corporation's stock for an estimated value of $649,000. This is noted in their latest filing with t...
Permanent Capital Management LP bought a new stake in Brunswick Corporation's shares (NYSE:BC) during the third quarter, as reported in their recent 13F filing with the SEC. The purchase included 11,2...