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1900 articles • Page 33 of 38

Osaic Holdings Inc. Purchases 5,321 Shares of Goldman Sachs Hedge Industry VIP ETF $GVIP
Osaic Holdings Inc. increased its shareholding in Goldman Sachs Hedge Industry VIP ETF (GVIP) by purchasing an additional 5,321 shares during the second quarter, increasing its total holdings to 20,27...
Carnegie Investment Counsel Has $32.57 Million Holdings in Public Storage $PSA
Carnegie Investment Counsel increased its holdings in Public Storage by 23% in Q3, adding 21,073 shares to reach a total of 112,769 shares....
Carnegie Investment Counsel Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT
Carnegie Investment Counsel increased its holdings of the iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) by 14.5% during the third quarter, adding 96,601 shares to reach a total holding of 761,4...
Carnegie Investment Counsel Trims Stake in Cloudflare, Inc. $NET
In its most recent SEC filing, Carnegie Investment Counsel reduced its stake in Cloudflare Inc (NYSE:NET) by 14.2% in the third quarter to a total of 153,033 shares following the sale of 25,285 shares...
Carnegie Investment Counsel Sells 129,024 Shares of Credo Technology Group Holding Ltd. $CRDO
Carnegie Investment Counsel reduced its holdings in Credo Technology Group Holding Ltd by 33.7% during the third quarter, selling 129,024 shares and retaining 253,467 shares....
Carnegie Investment Counsel Has $49.83 Million Stake in Zoetis Inc. $ZTS
Carnegie Investment Counsel increased its stake in Zoetis Inc. by 6.8% during the third quarter, adding 21,563 shares to its holdings, which now total 340,532 shares valued at $49.83 million....
Carnegie Investment Counsel Lowers Stock Position in Ecolab Inc. $ECL
Carnegie Investment Counsel reduced its shareholding in Ecolab Inc by 3.6% during the third quarter of the year. The company owned 147,424 shares after selling 5,428 shares....
Head-To-Head Contrast: Griffon (NYSE:GFF) vs. Kushco (OTCMKTS:KSHB)
An analysis comparing the multi-sector conglomerates Kushco and Griffon across various financial metrics including dividends, institutional ownership, risk, analyst recommendations, profitability, ear...
Friedenthal Financial Purchases New Shares in Exxon Mobil Corporation $XOM
Friedenthal Financial has acquired a new position in Exxon Mobil Corporation by purchasing 8,145 shares valued at approximately $918,000 during the third quarter. This information was disclosed in the...
Cliftonlarsonallen Wealth Advisors LLC Has $5.10 Million Holdings in JPMorgan Chase & Co. $JPM
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in JPMorgan Chase & Co by 16.4% during the third quarter, selling 3,177 shares and retaining a total of 16,163 shares....
Merck & Co., Inc. $MRK Shares Sold by Comprehensive Financial Consultants Institutional Inc.
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
Connective Portfolio Management LLC Acquires New Holdings in Legend Biotech Corporation Sponsored ADR $LEGN
Connective Portfolio Management LLC purchased 24,500 shares of Legend Biotech Corporation Sponsored ADR (NASDAQ: LEGN) during the third quarter. The total investment is valued at around $805,000....
Fulton Breakefield Broenniman LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
In the third quarter, Fulton Breakefield Broenniman LLC increased its stock holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 1.9%, adding 7,345 shares to reach a total of 384,827 sh...
Eagle Capital Management LLC Purchases Shares of 370,973 Vanguard Ultra-Short Bond ETF $VUSB
Eagle Capital Management LLC has initiated an investment in the Vanguard Ultra-Short Bond ETF (symbol: VUSB) during the third quarter. The firm bought a total of 370,973 shares worth around $18,547,00...
Comprehensive Financial Consultants Institutional Inc. Buys 30,859 Shares of First Trust Growth Strength ETF $FTGS
Comprehensive Financial Consultants Institutional Inc. increased its holdings in First Trust Growth Strength ETF (NASDAQ: FTGS) by 65.8% during the third quarter, adding 30,859 shares to reach a total...
Comprehensive Financial Consultants Institutional Inc. Has $1.57 Million Position in Pacer US Cash Cows 100 ETF $COWZ
During the third quarter, Comprehensive Financial Consultants Institutional Inc decreased its holdings of Pacer US Cash Cows 100 ETF (BATS:COWZ) by selling 16,640 shares, reducing their position to 27...
Fulton Breakefield Broenniman LLC Grows Position in Vanguard FTSE Developed Markets ETF $VEA
Fulton Breakefield Broenniman LLC increased its holdings in the Vanguard FTSE Developed Markets ETF (VEA) by 5.9% during the third quarter, adding an additional 45,115 shares, according to a recent SE...
Fulton Breakefield Broenniman LLC Has $6.97 Million Stake in Invesco QQQ $QQQ
During the third quarter, Fulton Breakefield Broenniman LLC increased its stake in Invesco QQQ (QQQ) by purchasing an additional 1,508 shares, bringing its total holdings to 11,607 shares....
Fulton Breakefield Broenniman LLC Sells 56,878 Shares of Marsh & McLennan Companies, Inc. $MMC
Fulton Breakefield Broenniman LLC decreased its holding in Marsh & McLennan Companies Inc. (MMC) by selling 56,878 shares during the third quarter, reducing its total stake to 8,832 shares....
Eagle Capital Management LLC Makes New Investment in VanEck Semiconductor ETF $SMH
Eagle Capital Management LLC has purchased 3,340 shares of VanEck Semiconductor ETF (SMH) during the third quarter, with a total value of approximately $1,090,000....
Shipping Stocks To Consider – December 26th
According to MarketBeat's stock screener tool, investors should consider five shipping stocks: ZIM Integrated Shipping Services, Viking, Frontline, Star Bulk Carriers, and Torm today. These companies ...
Best Agriculture Stocks To Add to Your Watchlist – December 26th
According to MarketBeat's stock screener tool, seven agriculture stocks are recommended for investors: Deere & Company, Cal-Maine Foods, Corteva, Bunge Global, Valmont Industries, Gates Industrial, an...
Fulton Breakefield Broenniman LLC Invests $9.48 Million in SAP SE $SAP
Fulton Breakefield Broenniman LLC increased its holdings in SAP SE by acquiring 35,478 shares valued at approximately $9,480,000 during the third quarter of the year, as reported to the Securities and...
Connective Portfolio Management LLC Makes New Investment in Caterpillar Inc. $CAT
Connective Portfolio Management LLC purchased 2,000 shares of Caterpillar Inc., valued at approximately $943,000, during the third quarter. This investment now represents about 1.7% of Connective Port...
Global X Japan Co. Ltd. Lowers Stake in Tesla, Inc. $TSLA
Global X Japan Co. Ltd. reduced its stake in Tesla Inc. by 6.8% during the third quarter of 2023, as reported in their latest filing with the SEC. The company sold 7,252 shares to hold a total of 99,6...
DAVENPORT & Co LLC Grows Position in Salesforce Inc. $CRM
DAVENPORT & Co LLC increased its position in Salesforce Inc., adding 8,858 shares to reach a total of 34,397 shares as reported in their latest Form 13F filing with the SEC....
Brookstone Capital Management Sells 4,231 Shares of Procter & Gamble Company (The) $PG
Brookstone Capital Management decreased its holdings in The Procter & Gamble Company by selling 4,231 shares during the third quarter. After this transaction, the fund now owns 55,581 shares....
Canoe Financial LP Has $163.74 Million Holdings in American Express Company $AXP
Canoe Financial LP reduced its holdings in American Express (AXP) during the third quarter by selling 179,338 shares, leaving it with a total of 492,943 shares....
Clayton Financial Group LLC Buys 8,338 Shares of iShares MSCI EAFE Value ETF $EFV
Clayton Financial Group LLC increased its holdings of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 8,338 shares in the third quarter. This move boosted their total ownership to 16,800...
Busey Bank Purchases 7,985 Shares of iShares Core MSCI EAFE ETF $IEFA
Busey Bank increased its holdings in the iShares Core MSCI EAFE ETF (symbol: IEFA) by purchasing an additional 7,985 shares during the third quarter, bringing the total number of shares to 62,958 as p...
Busey Bank Buys 12,339 Shares of Vanguard S&P 500 ETF $VOO
Busey Bank increased its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by purchasing an additional 12,339 shares during the third quarter, raising its total stake to 34,292 shares. This represents ...
Canoe Financial LP Lowers Stake in Emerson Electric Co. $EMR
Canoe Financial LP reduced its holdings in Emerson Electric Co. by 2.9% during the third quarter through the sale of 7,247 shares, resulting in an ownership of 238,587 shares as reported to the SEC....
Canoe Financial LP Has $120.45 Million Stock Position in Ross Stores, Inc. $ROST
During the third quarter, Canoe Financial LP reduced its holding of Ross Stores Inc. by 2%, selling 16,357 shares to leave a total of 790,377 shares according to recent SEC filing....
Brookstone Capital Management Acquires 1,569 Shares of McKesson Corporation $MCK
During the third quarter, Brookstone Capital Management increased its holdings in McKesson Corporation shares by 15.6%, adding 1,569 more shares to own a total of 11,634 shares. This is based on their...
Moody’s Corporation $MCO Position Lowered by Canoe Financial LP
During the third quarter of 2021, Canoe Financial LP reduced its holdings in Moody’s Corporation (NYSE: MCO) by selling 13,500 shares, bringing its total stake down to 412,142 shares. This refle...
iShares S&P 100 ETF $OEF Position Increased by Brookstone Capital Management
Brookstone Capital Management significantly increased its holdings of iShares S&P 100 ETF (symbol: OEF) in the third quarter. The firm's ownership rose to 36,006 shares after purchasing an additional ...
Canoe Financial LP Decreases Stock Position in Royal Gold, Inc. $RGLD
Canoe Financial LP reduced its stock holding in Royal Gold, Inc., cutting 21.9% during the third quarter by selling 3,423 shares and retaining a total of 12,241 shares....
Cwm LLC Grows Stake in Pimco Total Return ETF $BOND
Cwm LLC increased its holdings of the Pimco Total Return ETF (NYSEARCA:BOND) by 2.8% during the third quarter, adding 108,520 shares to bring their total ownership to 3,971,761 shares....
Canoe Financial LP Lowers Stock Holdings in Expand Energy Corporation $EXE
Canoe Financial LP reduced its holdings of Expand Energy Corporation's stocks by 29.6% during the third quarter. The company sold 92,163 shares and now owns 218,937 shares....
Renewable Energy Stocks To Add to Your Watchlist – December 25th
According to MarketBeat's stock screener tool, seven renewable energy stocks worth watching are Quanta Services, WEC Energy Group, NOV, HA Sustainable Infrastructure Capital, Clearway Energy, Ameresco...
HBK Sorce Advisory LLC Acquires Shares of 1,625 Quanta Services, Inc. $PWR
HBK Sorce Advisory LLC purchased new shares worth approximately $721,000 in Quanta Services Inc., adding 1,625 stocks to its portfolio during the third quarter as stated in a recent filing with the SE...
Farther Finance Advisors LLC Buys 10,265 Shares of First Trust Capital Strength ETF $FTCS
During Q3, Farther Finance Advisors LLC increased its holding in First Trust Capital Strength ETF (NASDAQ: FTCS) by purchasing an additional 10,265 shares, growing their total stake to 23,747 shares....
DAVENPORT & Co LLC Sells 1,355,365 Shares of iShares Silver Trust $SLV
During the third quarter, DAVENPORT & Co LLC reduced its holdings in iShares Silver Trust ETF by selling 1,355,365 shares, leaving it with a total of 161,419 shares. The information was disclosed to t...
DAVENPORT & Co LLC Has $25.91 Million Position in Eli Lilly and Company $LLY
DAVENPORT & Co LLC increased its holdings of Eli Lilly and Company shares by 6.5% in the third quarter, adding 2,080 more shares to reach a total ownership of 34,138 shares worth approximately $25.91 ...
DAVENPORT & Co LLC Buys 13,666 Shares of Prologis, Inc. $PLD
DAVENPORT & Co LLC increased its shareholding in Prologis Inc by 36.7% in the third quarter, adding 13,666 shares to its existing stock of 37,246 shares....
BSW Wealth Partners Purchases New Shares in American Water Works Company, Inc. $AWK
BSW Wealth Partners has increased its investment in American Water Works Company Inc., purchasing 5,000 shares valued at approximately $696,000 during the third quarter as reported to the SEC....
Canoe Financial LP Sells 4,165 Shares of AutoZone, Inc. $AZO
Canoe Financial LP reduced its stake in AutoZone Inc. (NYSE:AZO) by selling 4,165 shares during the third quarter to hold a total of 51,746 shares....
Canoe Financial LP Has $151.21 Million Position in Royal Bank Of Canada $RY
Canoe Financial LP reduced its holdings in Royal Bank of Canada by 1.3% in the third quarter of 2023, selling off 13,156 shares to leave a total of 1,026,117 shares....
Canoe Financial LP Decreases Stake in Mastercard Incorporated $MA
Canoe Financial LP reduced its holdings of Mastercard Inc by 4.1% in the third quarter, selling 12,950 shares to hold a total of 303,681 shares....
Canoe Financial LP Purchases 59,743 Shares of Elevance Health, Inc. $ELV
Canoe Financial LP increased its shareholding in Elevance Health Inc. by 18.1% during the third quarter through an additional purchase of 59,743 shares, bringing the total to 389,399 shares....
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