investment
1982 articles • Page 3 of 40
Cwm LLC reduced its holdings in iShares MBS ETF by selling 34,919 shares during the third quarter, lowering its ownership to 1,902,903 shares (approximately 0.43% of the company's stock)....
Franklin Street Advisors Inc., based in North Carolina, reduced its stake in Microsoft Corporation by 0.5% during the third quarter of 2023. After selling 1,179 shares, they now hold 222,393 shares va...
Brookstone Capital Management has increased its holdings in Truist Financial Corporation (TFC) by 12.3% during the third quarter of 2023, buying an additional 36,916 shares to reach a total of 336,095...
Cambridge Advisors Inc has increased its stake in Vanguard Total International Bond ETF (BNDX) by 7.1% during the third quarter, as reported in their latest SEC filing. The firm now holds 266,346 shar...
Farther Finance Advisors LLC increased its shareholding in Honeywell International Inc. by 76.4% during the third quarter of 2023. The investment firm now owns 22,871 shares following an additional pu...
First United Bank & Trust increased its ownership of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 11.0% in the third quarter, acquiring an additional 1,907 shares to reach a total of 19,300 shares valued at ...
Harbor Investment Advisory LLC increased its holdings in the Vanguard High Dividend Yield ETF (NYSEARCA: VYM) by 20.5% during the third quarter after acquiring an additional 3,582 shares....
The New York State Teachers Retirement System increased its ownership of Chevron Corporation (NYSE:CVX) shares by 15.3% in the third quarter, raising its total to 1,620,231 shares following additional...
President Trump attempted to encourage U.S. major oil companies to invest in Venezuela's vast oil reserves despite experts' warnings. Concerns were raised regarding the outdated infrastructure and pol...
Eagle Strategies LLC increased its holdings of Eli Lilly and Company by 264.3% during the third quarter of 2023, as detailed in a recent SEC filing. The institution purchased an additional 2,860 share...
GoalVest Advisory LLC boosted its holdings in SPDR NYSE Technology ETF (NYSEARCA:XNTK) during the third quarter, increasing its ownership by 36.8%. The firm's latest SEC filing reports new acquisition...
Railway Pension Investments Ltd increased its holdings in Cheniere Energy Inc by 62.9% during the third quarter, acquiring an additional 300,100 shares to reach a total of 777,200 shares....
Retirement Financial Solutions LLC acquired shares worth roughly $11,793,000 in the Vanguard FTSE Emerging Markets ETF during the third quarter through a new investment position. This purchase involve...
In the third quarter, Perigon Wealth Management LLC purchased 2,116 shares of Ciena Corporation stock worth approximately $308,000, according to a recent SEC filing....
Ethic Inc expanded its investment in The Trade Desk by purchasing an additional 16,706 shares during the third quarter of 2023, leading to a total holding increase of 295.3%. As a result, Ethic now ho...
On December 31st, Sumitomo Insurance Co Mitsui purchased 230,000 shares in W.R. Berkley Corporation (NYSE: WRB) at an average price of $70.27 per share, totaling approximately $16 million....
Cantor Fitzgerald Investment Advisors L.P. reduced its holding in Invesco QQQ ETF by 2.6% during the third quarter, selling 2,108 shares and leaving it with a total of 78,589 shares....
Osaic Holdings Inc. increased its investment in Victory Capital Holdings Inc. by purchasing an additional 10,212 shares during the second quarter, raising their total stake to 22,661 shares valued at ...
Delta Investment Management LLC has purchased a new stake of 207,219 shares in the Vanguard 0-3 Month Treasury Bill ETF (VBIL), valued at around $15.6 million, during the third quarter of this year as...
Former diplomat Anil Trigunayat has criticized protests and ultimatums issued by Bangladeshi group Inqilab Moncho against Indian investors in the textile industry. The criticism comes as part of discu...
Permanent Capital Management LP acquired a new stake in News Corporation during the third quarter, purchasing 26,361 shares worth approximately $812,000. The filing was made with the Securities and Ex...
Permanent Capital Management LP acquired a new position in shares of Alaska Air Group Inc., purchasing 12,395 shares during the third quarter. The stock acquisition was valued at approximately $617,00...
Ellsworth Advisors LLC increased its holdings in the exchange-traded fund Invesco QQQ by purchasing 1,936 shares valued at approximately $1,166,000 during the third quarter of the year....
Carnegie Investment Counsel increased its investment in Stryker Corporation during the third quarter by purchasing an additional 3,752 shares, growing its total holdings to 210,726 shares as per its r...
Brookstone Capital Management increased its shareholding in Amgen Inc. by 16,042 shares during the third quarter of 2023, raising its total holdings to 71,311 shares as part of its investment strategy...
Curbstone Financial Management Corp increased its holdings in SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) by purchasing an additional 83,830 shares during the third quarter. This purchase...
During the third quarter, Railway Pension Investments Ltd increased its stock holdings in NextEra Energy, Inc. (NYSE:NEE) by purchasing an additional 1.1 million shares, raising its total holdings to ...
GRIMES & Co Wealth Management LLC increased its holdings in Invesco S&P 500 Equal Weight ETF (RSP) by 137,493 shares during the third quarter. This marks a 107% increase, bringing their total ownershi...
GRIMES & Co WEALTH MANAGEMENT LLC decreased its holdings in Mastercard Incorporated by 19.4% during the third quarter, selling 2,301 shares and retaining a total of 9,588 shares as per their latest fi...
According to MarketBeat's stock screener tool, today’s top healthcare stocks to watch include UnitedHealth Group, Tempus AI, Johnson & Johnson, Hims & Hers Health, and Intuitive Surgical. These compan...
Harbor Investment Advisory LLC significantly increased its holdings in VanEck Junior Gold Miners ETF (GDXJ) by 291.8% in the third quarter, adding an additional 22,795 shares to reach a total of 30,60...
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Abbott Laboratories (ABT) in Q3 by purchasing an additional 10,635 shares, bringing the total to 70,424 shares....
Elemental Capital Partners LLC acquired 160,732 shares of Marvell Technology Inc., worth approximately $13.51 million during the third quarter as per their most recent filing with the SEC....
Elemental Capital Partners LLC has purchased 1,202,792 shares of Bloom Energy Corporation during the third quarter, according to their SEC filing, with a total investment of approximately $101.72 mill...
Sumitomo Mitsui DS Asset Management increased its holdings in Entergy Corporation by purchasing additional 7,212 shares during the third quarter, raising its total ownership to 59,279 shares. This inf...
During the third quarter, Trilogy Capital Inc. significantly increased its holdings in the iShares 1-3 Year Treasury Bond ETF (SHY) by purchasing an additional 15,158 shares, resulting in a total of 1...
Reliant Investment Management LLC significantly increased its holdings in Walmart Inc., up by 612.9% in the third quarter after adding 50,195 new shares. This increase raises their total ownership to ...
In the third quarter, Trilogy Capital Inc. purchased new shares in the First Trust Water ETF (FIW), increasing their holdings by 19,008 shares worth approximately $2.136 million....
The Oregon Public Employees Retirement Fund acquired 82,763 shares of TechnipFMC plc during the third quarter, with a valuation of approximately $3,265,000. This action is part of broader investment a...
SG Americas Securities LLC has substantially increased its stake in Watsco, Inc., raising holdings by 357.3% during the third quarter through an additional purchase of 8,250 shares, now owning a total...
MarketBeat's stock screener identifies seven water-related stocks recommended for investors' attention: CocaCola, NuScale Power, IDEXX Laboratories, RPM International, Ecolab, Pentair, and Waters. The...
Hardman Johnston Global Advisors LLC reduced its holdings in SLB Limited by 38.6% during the third quarter, based on SEC filings. The firm currently owns 56,023 shares of SLB after selling 35,265 shar...
Shum Financial Group Inc. has acquired a new stake in NVIDIA Corporation (NASDAQ: NVDA) during the third quarter. The investment consists of 18,881 shares with an estimated value of $3,523,000 and con...
Today, investors should pay attention to Bitfarms, Galaxy Digital, and HIVE Digital Technologies as highlighted by MarketBeat's stock screener for cryptocurrency stocks. These companies are involved i...
During the third quarter, Chokshi & Queen Wealth Advisors Inc increased its holdings of iShares Core S&P 500 ETF by purchasing an additional 1,291 shares, bringing their total to 66,371 shares. This r...
Crown Wealth Group LLC increased its investment in Alphabet Inc., the parent company of Google, by 33% during the third quarter. The fund now owns 8,238 shares representing a value of around $2.01 mil...
Dock Street Asset Management Inc., an institutional investor, acquired 31,975 shares of Spotify Technology's stock in the third quarter, which is now worth about $22.3 million and represents around 1....
Benjamin Edwards Inc increased its holdings in Kinder Morgan by 16.2% during the third quarter of 2023, as reported in a Form 13F filing with the SEC. The firm now owns 408,421 shares after purchasing...
Commonwealth Equity Services LLC increased its holdings in Columbia EM Core ex-China ETF (XCEM) by 26.6% during the third quarter, adding 151,878 shares to a total of 723,252 shares....
During the third quarter, Mechanics Bank Trust Department increased its holdings of iShares Russell Mid-Cap Growth ETF (IWP) by acquiring an additional 13,692 shares, bringing their total ownership to...