investment
1900 articles • Page 31 of 38
Clune & Associates LTD increased its holdings in Vanguard S&P 500 ETF (VOO) by an additional 808 shares, raising the total number of shares to 17,947. This 4.7% increase is detailed in a recent filing...
Client 1ST Advisory Group LLC increased its holdings of iShares MSCI EAFE Growth ETF during the third quarter by buying an additional 4,429 shares, making their total ownership amount to 67,543 shares...
Cahaba Wealth Management Inc. increased its holdings in the iShares National Muni Bond ETF (MUB) by 7.7% in the third quarter, purchasing an additional 24,132 shares and bringing its total ownership t...
Tlwm reduced its investment in Microsoft Corporation by selling 1,148 shares during the third quarter, resulting in ownership of 4,889 shares or 0.5% of Tlwm's holdings....
MB Levis & Associates LLC reduced its stock holdings of JPMorgan Chase & Co. by 13.1% during the third quarter, selling 1,867 shares and leaving a position of 12,373 shares....
Legacy Wealth Management Inc reduced its holdings in Apple Inc., selling 2,887 shares and now owning only 975 shares of the company's stock after this activity in the third quarter. This marks a decre...
In the third quarter, HBK Sorce Advisory LLC purchased 83,398 shares of Senseonics Holdings Inc., worth approximately $39,000. The transaction is detailed in their latest Form 13F filing with the SEC....
Sarasin & Partners LLP has increased its stock position in Apple Inc. by 3.8% during the third quarter of the year as per their latest filing with the SEC, raising their total share count to 1,450...
During the 3rd quarter, E. Ohman J or Asset Management AB increased its holdings in Shift4 Payments Inc. by purchasing an additional 8,189 shares, bringing the total to 35,097 shares....
Everpar Advisors LLC boosted its investment in the Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS) by acquiring an additional 32,406 shares in the third quarter. This increase represents a ...
Osaic Holdings Inc. decreased its holding in Small Cap Growth Alpha ETF (NASDAQ: JSML) by 51.5% during the second quarter, as reported in a recent SEC filing. This involves selling 35,395 shares and r...
Everpar Advisors LLC increased its holdings of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ: BSCT) in the third quarter by 120.8%, resulting in an ownership of 64,688 shares after acquiring ad...
Osaic Holdings Inc. increased its stock position in Frontline PLC by 32.9% during the second quarter, acquiring an additional 34,860 shares to a total of 140,958 according to their latest Form 13F fil...
In the second quarter, Osaic Holdings Inc. significantly increased its stake in Towne Bank shares by acquiring an additional 60,953 shares, resulting in a total ownership of 70,831 shares and marking ...
Osaic Holdings Inc. increased its stake in Yum China (YUMC) by 34.2% during the second quarter, according to its latest SEC filing. The company reported owning 55,204 shares after acquiring an additio...
Osaic Holdings Inc. increased its stake in TransUnion by 102.1% during the second quarter through the purchase of an additional 13,123 shares, raising its total holdings to 25,970 shares....
Osaic Holdings Inc. increased its stake in Itron Inc. by 60% during the second quarter through additional purchases of 6,524 shares, bringing its total holdings to 17,396 shares as reported in a 13F f...
Osaic Holdings Inc. decreased its holdings in AllianzIM U.S. Large Cap Buffer 10-Aug ETF (AUGT) by 44.6% during the second quarter, selling a total of 60,378 shares and holding 75,059 shares as a resu...
Osaic Holdings Inc. reduced its holdings in the Vanguard S&P Small-Cap 600 Growth ETF by selling 14,636 shares during the second quarter, leaving it with 19,289 shares....
Everpar Advisors LLC increased its holdings of Capital Group's Dividend Value ETF (CGDV) by 16.8% in the third quarter, resulting in ownership of 114,823 shares after purchasing an additional 16,490 s...
Osaic Holdings Inc. increased its holdings in iShares MSCI Japan Value ETF (NASDAQ: EWJV) by purchasing an additional 17,506 shares in the second quarter. This represents a 31.8% increase from previou...
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
Clune & Associates Ltd. decreased its holdings in Dimensional US Core Equity Market ETF by 17.1% during the third quarter, selling 12,726 shares to maintain a total ownership of 61,516 shares....
According to recent data, First Trust Senior Floating Rate Income Fund II (FCT) experienced a significant decline in short interest. By December 15th, the number of shares sold short had dropped by 34...
Bellecapital International Ltd has invested $3.52 million in iShares Gold Trust (IAU) by purchasing 48,430 shares during the third quarter as per their latest SEC filing....
BlackRock Floating Rate Income Strategies Fund (NYSE:FRA) saw a significant decrease of 35.1% in short interest from November to mid-December, with only 366,786 shares remaining as of December 15th....
Emprise Bank has purchased 4,995 shares of Chevron Corporation (CVX) stock in the third quarter, with a total value of approximately $776,000. This transaction is reported to the Securities and Exchan...
Cadent Capital Advisors LLC reduced its holdings of Exxon Mobil Corporation by 25.4% during the third quarter through the sale of 7,374 shares, leaving it with 21,616 shares....
Columbus Macro LLC increased its holdings of Vanguard Emerging Markets Government Bond ETF (VWOB) by 9.3% during the third quarter according to recent filings with the Securities and Exchange Commissi...
Carnegie Investment Counsel increased its shareholding in Packaging Corporation of America by purchasing an additional 3,085 shares in the third quarter. The acquisition raised Carnegie's total holdin...
Institutional investor Beech Hill Advisors Inc decreased its holdings in Amazon by 14.5% during the third quarter after selling shares worth approximately $3 million....
Carnegie Investment Counsel increased its investment in the iShares 0-3 Month Treasury Bond ETF (SGOV) by 30.9% during the third quarter of the year, adding 18,896 shares to reach a total holding of 8...
Brookstone Capital Management increased its stake in Meta Platforms by 7.9% during the third quarter of 2023, purchasing an additional 4,831 shares to reach a total holding of 66,320 shares valued at ...
Beacon Investment Advisory Services Inc. reduced its stock position in Eli Lilly and Company by 10.4% during the third quarter, following the sale of 2,342 shares, resulting in a new holding of 20,158...
Seven home improvement stocks recommended for investor attention today include Home Depot, Lowe's Companies, Masco, Medallion Financial, Jewett-Cameron Trading, and ToughBuilt Industries. These compan...
Cadinha & Co. LLC reduced its holding in Walmart Inc. by 1.9% during the third quarter. The firm now owns 244,328 shares representing about 3.4% of their portfolio after selling 4,830 shares....
Clune & Associates LTD increased its stake in Vanguard Value ETF (VTV) by 7.4% in the third quarter, acquiring an additional 2,601 shares, for a total of 37,985 shares....
Cadinha & Co. LLC has purchased 9,745 shares of Amphenol Corporation (NYSE:APH) valued at approximately $1.206 million, marking a new investment position during the third quarter of 2023....
Clune & Associates LTD. increased its holdings in Dimensional International Value ETF (NYSEARCA: DFIV) by purchasing an additional 11,040 shares during the third quarter, bringing its total to 365,708...
Castle Rock Wealth Management LLC reduced its holdings of iShares Floating Rate Bond ETF (BATS:FLOT) in the third quarter by selling 10,302 shares. The fund now owns 148,971 shares....
Cahaba Wealth Management Inc. increased its holdings of JPMorgan Ultra-Short Income ETF by 4.7% in the third quarter, purchasing an additional 15,707 shares to own a total of 349,833 shares....
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by purchasing an additional 4,206 shares. They now own a total of 36,266 sha...
Client First Advisory Group LLC has increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 25,118 shares in the third quarter, bringing their total ownership ...
Founders Grove Wealth Partners LLC decreased its holdings of the Vanguard FTSE Developed Markets ETF (VEA) by 2.2% in Q3, selling 12,767 shares and leaving it with a total of 560,740 shares worth appr...
Cahaba Wealth Management Inc increased its holdings of iShares Core S&P Small Cap ETF by 3.8% during the third quarter, adding an additional 16,064 shares to their portfolio for a total of 439,609 sha...
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares Global Energy ETF (NYSEARCA:IXC) by purchasing an additional 15,715 shares, thus raising its total ownership t...
Client 1ST Advisory Group LLC decreased its holdings of Dimensional International Core Equity 2 ETF (BATS:DFIC) in the third quarter, selling 21,581 shares and reducing its stake to 437,732 shares....
Cahaba Wealth Management Inc. has increased its holdings in iShares Core S&P Mid-Cap ETF (IJH) by 3.5% in Q3, buying an additional 64,153 shares and now owning a total of 1,872,038 shares....
Cahaba Wealth Management Inc. increased its holdings of iShares Core 1-5 Year USD Bond ETF (ISTB) by 4.9% in the third quarter, adding an additional 46,350 shares to reach a total of 997,635 shares, b...
Client 1ST Advisory Group LLC increased its ownership of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 13,754 shares in the third quarter. As a result, the company now holds a total of...