investment
1900 articles • Page 32 of 38
Carnegie Investment Counsel increased its holdings of UnitedHealth Group Inc (NYSE: UNH) by 2.2% in the third quarter through additional purchases worth 2,316 shares, raising its total stake to 105,62...
Custos Family Office LLC reduced its investment in Invesco QQQ (NASDAQ:QQQ) by 32.2% in the third quarter, according to SEC filings. The firm now holds 12,076 shares of the ETF which constitutes aroun...
Carnegie Investment Counsel reduced its holdings in Union Pacific Corporation (NYSE: UNP) by selling 16,637 shares during the third quarter. The institutional investor now owns 95,572 shares of the ra...
Carnegie Investment Counsel reduced its holdings in Marsh & McLennan Companies by 6.2% during the third quarter, selling off 6,375 shares to hold a total of 97,020 shares according to their latest fil...
In the third quarter, Carnegie Investment Counsel acquired 38,904 shares in Synopsys, Inc. (NASDAQ: SNPS), with a total value of approximately $19,195,000. This new stake is detailed in their most rec...
Carnegie Investment Counsel increased its holdings of Vanguard Dividend Appreciation ETF (VIG) by buying an additional 4,238 shares in the third quarter. This purchase raised their total ownership to ...
Fulton Breakefield Broenniman LLC reduced its investment in Taiwan Semiconductor Manufacturing Company Ltd. by 2.5% during the third quarter, selling 5,483 shares to hold a total of 213,103 shares as ...
Carnegie Investment Counsel has decreased its holdings of NextEra Energy's shares by 3.3% during the third quarter through the sale of 14,468 shares, reducing their ownership to 418,891 shares....
Connective Portfolio Management LLC decreased its stake in Rocket Lab Corporation (RKLB) by 39.6% during the third quarter by selling 19,000 shares, leaving it with ownership of 29,000 shares....
CHICAGO TRUST Co NA reduced its holdings in Amazon.com (AMZN) by 7.1% in the third quarter through the sale of 4,220 shares, resulting in an ownership stake of 54,983 shares....
Evanson Asset Management LLC reduced its stake in Amazon.com Inc by 4.9% in Q3, reducing the holding to 43,191 shares after selling 2,215 shares....
Covea Finance reduced its holding in Eli Lilly and Company (NYSE:LLY) shares by 9.9% during the third quarter of the year, selling 4,400 shares and ending up with a total of 40,070 shares....
Darwin Wealth Management LLC has acquired 4,241 shares of Autodesk Inc., increasing their investment by about $1,347,000 in the third quarter....
Fulton Breakefield Broenniman LLC decreased its holdings in McDonald’s Corporation by 30.1% during the third quarter, reducing its ownership to 50,952 shares....
In the third quarter of 2022, Burney Co., an institutional investor, reduced its shareholding in UnitedHealth Group Incorporated (NYSE:UNH) by selling 21.6% of its previous holdings, amounting to a sa...
Emprise Bank has acquired a new stake in Dimensional US High Profitability ETF (DUHP) by purchasing 13,982 shares during the third quarter. The investment is valued at approximately $528,000. Addition...
Ellsworth Advisors LLC acquired 2,873 shares of Costco Wholesale Corporation stock during the third quarter, with a total value of approximately $2.74 million....
Emprise Bank increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 11.1% during the third quarter, purchasing an additional 52,260 shares to a total of 522,320 shares valued at a...
Osaic Holdings Inc. has increased its shareholding in the Innovator MSCI EAFE Power Buffer ETF (IAPR) by 49.7% during the second quarter, according to SEC filings. The company now holds a total of 103...
During the second quarter, Osaic Holdings Inc. increased its stake in Eagle Materials Inc (NYSE:EXP) by purchasing an additional 11,823 shares. As a result of this purchase, Osaic now owns a total of ...
Osaic Holdings Inc increased its stake in Keurig Dr Pepper by 47.7% during the second quarter as per a recent filing with the SEC, raising its holdings to 92,697 shares....
Carnegie Investment Counsel increased its holdings in Post Holdings Inc., reporting an additional 6,861 shares purchased during the third quarter, raising their total to 158,701 shares....
Carnegie Investment Counsel increased its holdings in GRAIL Inc. by 48.1% in the third quarter of 2023, acquiring an additional 79,630 shares to own a total of 245,315 shares, representing about 0.68%...
Osaic Holdings Inc. increased its holdings in Rigetti Computing Inc. by 119.2% in the second quarter of 2023, according to recent SEC filings. The firm now owns 260,307 shares after purchasing an addi...
Dragoneer Investment Group LLC significantly increased its investment in Duolingo by purchasing an additional 1,208,346 shares during the third quarter. This increase brought their total holdings to 1...
Carnegie Investment Counsel increased its stake in SoundHound AI Inc (NASDAQ:SOUN) during the third quarter through additional purchases of 164,725 shares, raising its total holdings to 1,363,405 shar...
Carnegie Investment Counsel reduced its holdings in IonQ Inc. by 36.7% during the third quarter, selling 155,878 shares and retaining 268,704 shares, equivalent to about 0.09% ownership....
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
In Q3 2023, Carnegie Investment Counsel reduced its ownership in Zebra Technologies Corporation by selling 20,138 shares or 34.6% of its holdings, down to a total of 38,126 shares....
Carnegie Investment Counsel increased its stake in Lockheed Martin Corporation (NYSE:LMT) during the 3rd quarter of 2021 by buying an additional 3,031 shares. This acquisition brings their total to 29...
In its latest filing with the SEC, Cwm LLC announced an increase in its holdings of The Travelers Companies Inc. shares by 11.3% during the third quarter. This rise is attributed to a purchase of an a...
Carnegie Investment Counsel increased its ownership of Schwab U.S. TIPS ETF (SCHP) by purchasing an additional 22,341 shares during the third quarter. As a result, the institution now holds 614,469 sh...
Carnegie Investment Counsel increased its holdings of Otis Worldwide Corporation by 19.9% in the third quarter to a total of 234,368 shares after purchasing an additional 38,931 shares....
During the third quarter, Cwm LLC increased its stake in General Dynamics Corporation by purchasing an additional 32,455 shares, bringing its total holdings to 105,477 shares. This represents a 44.4% ...
Carnegie Investment Counsel significantly increased its stock position in Maplebear Inc., adding 247,061 shares for a total of 542,936 shares during the third quarter. This represents an 83.5% additio...
Carnegie Investment Counsel decreased its holding in the SPDR Portfolio S&P 500 Growth ETF (SPYG) by selling 7,803 shares during the third quarter. Post transaction, the firm owned 119,404 shares....
Carnegie Investment Counsel increased its holdings of American Tower Corporation stock (NYSE: AMT) by 3.1% in the third quarter. According to their most recent Form 13F filing with the SEC, they acqui...
Carnegie Investment Counsel reduced its holdings in TE Connectivity Ltd. by 2.8% during the third quarter, selling 3,313 shares and holding a total of 114,617 shares post-sale....
Carnegie Investment Counsel increased its holdings in Hologic Inc. by 3.5% during the third quarter through the purchase of an additional 7,686 shares, bringing its total to 229,214 shares....
Carnegie Investment Counsel reduced its shareholding in Palantir Technologies Inc. by selling 3,191 shares during the third quarter, resulting in an ownership of 118,483 shares....
Carnegie Investment Counsel increased their investment in Vanguard Tax-Exempt Bond ETF (VTEB) by 3.3% during the third quarter, adding an additional 11,453 shares to reach a total of 361,706 shares....
Osaic Holdings Inc. increased its stake in Insulet Corporation (NASDAQ:PODD) by purchasing an additional 5,309 shares during the second quarter, resulting in a total holding of 8,781 shares....
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
In the second quarter of this year, Osaic Holdings Inc increased its holdings in TransMedics Group (TMDX) by purchasing an additional 6,899 shares, bringing its total ownership to 21,116 shares....
In the second quarter, Osaic Holdings Inc. increased its holdings of iShares Global Healthcare ETF (IXJ) by 27.7%, adding 7,014 shares to reach a total of 32,370 shares valued at $2.79 million....
Osaic Holdings Inc. reported an increase of its holdings in the Goldman Sachs NASDAQ 100 Core Premium Income ETF (GPIQ) by 23.6% during the second quarter, according to a recent SEC filing....
Osaic Holdings Inc. reduced its holdings in iShares New York Muni Bond ETF (NYSEARCA:NYF) by 38.9% during the second quarter, selling 33,615 shares and retaining 52,781 shares....
Osaic Holdings Inc. increased its holdings in Franklin U.S. Core Bond ETF (NYSEARCA: FLCB) by 68.7% during the second quarter, having acquired an additional 55,129 shares, bringing their total ownersh...
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...