investment
1900 articles • Page 35 of 38
Heck Capital Advisors LLC decreased its holdings in Columbia Research Enhanced Core ETF (RECS) by selling 25,053 shares in the third quarter, leaving it with a total of 436,869 shares....
Chandler Asset Management Inc. decreased its holdings in the Vanguard FTSE Developed Markets ETF (NYSEARCA: VEA) by 6.2% during the third quarter, reducing its ownership to 914,111 shares after sellin...
During Q3 2023, Chandler Asset Management Inc. increased its holdings of the SPDR Bloomberg High Yield Bond ETF (NYSEARCA: JNK) by 35.8%, raising its ownership to 260,196 shares....
Commonwealth Equity Services LLC reduced its holdings of Intuit Inc.'s shares by 2.3% in the third quarter, selling 884 shares and retaining a position of 38,220 shares....
During the third quarter, Fifth Third Wealth Advisors LLC increased its holdings in Broadcom Inc. by 4.8%, adding an additional 5,803 shares to reach a total of 125,918 shares....
Daymark Wealth Partners LLC increased its stake in Eli Lilly and Company by purchasing an additional 2,119 shares in the third quarter. The firm's total holdings now amount to 13,383 shares of the com...
GoalVest Advisory LLC increased its holdings of Vanguard Growth ETF (VUG) during the third quarter, adding 2,052 shares to its existing position, making the total share count 79,825....
Railway Pension Investments Ltd reduced its ownership of Williams-Sonoma, Inc. shares on the NYSE by selling 10,200 shares during Q3, resulting in a new total holding of 34,900 shares....
Glass Wealth Management Co LLC increased its holdings of Dutch semiconductor equipment maker ASML Holding NV by 29.8% during the third quarter, after acquiring an additional 800 shares, bringing its t...
During the third quarter, WestEnd Advisors LLC reduced its holdings in PepsiCo, Inc., selling 5,660 shares and retaining a total of 252,599 shares. This information was disclosed to the SEC....
Railway Pension Investments Ltd has increased its holdings in NetApp Inc., marking an uptick of 6.2% in the third quarter. According to their latest filing with the SEC, they now own a total of 344,85...
Generali Asset Management SPA SGR decreased its holdings in Western Digital Corporation by selling 9,895 shares during the third quarter, reducing its position to 23,720 shares....
Generali Asset Management SPA SGR has invested $2.06 million by purchasing 64,038 shares of Pinterest Inc., as reported in their recent SEC filing for the third quarter....
Generali Asset Management SPA SGR has purchased 20,998 shares of Tapestry Inc., a luxury accessories retailer, worth approximately $2.377 million during the Q3 quarter as reported in their latest SEC ...
Generali Asset Management SPA SGR increased its stake in MetLife Inc. by 35% in the third quarter through additional purchases of 7,272 shares, bringing their total holdings to 28,075 shares....
Community Financial Services Group LLC has recently acquired 30,258 shares of Amphenol Corporation's stock during the third quarter, with a total valuation of about $3.74 million....
Asset Management One Co. Ltd. increased its holdings in QUALCOMM Incorporated by 1.2% during the third quarter, adding 5,783 shares to reach a total of 488,160 shares valued at approximately $81.21 mi...
Perigon Wealth Management LLC decreased its stake in iShares U.S. Insurance ETF (IAK) by 67.3% during the third quarter, selling 6,037 shares to retain a position of 2,938 shares....
In the third quarter, Diversified Trust Co. acquired 6,590 shares of Illumina Inc.'s stock, with a total value of approximately $626,000....
In the third quarter, Diversified Trust Co. purchased a new position in Ferguson PLC (NYSE: FERG). They acquired 2,906 shares, which are valued at approximately $653,000....
Diversified Trust Co has acquired a new stake of 7,203 shares in Voya Financial, Inc., with an estimated value of $539,000, according to their most recent filing with the Securities and Exchange Commi...
Perigon Wealth Management LLC acquired a new stake in EchoStar Corporation during Q3, with the purchase of 4,923 shares worth approximately $376,000 according to their SEC filing. This move aligns wit...
Ethic Inc. has increased its stake in Zimmer Biomet Holdings by purchasing an additional 7,833 shares during the third quarter, bringing their total holdings to 14,041 shares....
During the third quarter, Generali Asset Management SPA SGR reduced its stake in Caterpillar Inc. by 3.0% through a sale of 1,306 shares. The firm now holds 42,889 shares valued at approximately $20.4...
CV Advisors LLC disclosed that it purchased 23,860 shares of Uber Technologies, Inc. (UBER) stock worth approximately $2.3 million during the third quarter of 2021. This new investment now constitutes...
Econ Financial Services Corp has acquired a new position in Lockheed Martin Corporation by purchasing 5,048 shares valued at approximately $2,520,000 during the third quarter of 2023....
During the third quarter, Generali Asset Management SPA SGR increased its stake in S&P Global Inc. (SPGI on NYSE) by purchasing an additional 6,443 shares, resulting in a total of 37,494 shares and re...
During the third quarter, Diversified Trust Co reduced its holdings of Tesla Inc. (NASDAQ: TSLA) shares by selling 2,226 shares, resulting in a new total of 50,966 shares....
Cantor Fitzgerald Investment Advisors L.P. reduced its holdings in Vanguard S&P 500 ETF (VOO) by selling 3,692 shares during the third quarter, resulting in ownership of 88,054 shares....
Eldred Rock Partners LLC increased its holdings of Texas Instruments Incorporated (NASDAQ:TXN) stock in the third quarter by purchasing an additional 7,201 shares. This brought their total share count...
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in the iShares 3-7 Year Treasury Bond ETF (IEI) by 3.1% during the third quarter, adding 12,848 shares to reach a total of 432,750 sha...
Institutional investor Croban purchased 7,827 shares of Duke Energy Corporation's stock during the third quarter, as disclosed in their latest 13F filing with the SEC. The value of these new holdings ...
Brendel Financial Advisors LLC has bought 10,798 shares of the iShares Core U.S. Aggregate Bond ETF (AGG) during the third quarter, with a value of approximately $1,082,000....
Copeland Capital Management LLC decreased its holdings of Eli Lilly and Company by selling 704 shares in the third quarter, leaving it with 20,902 shares total....
Forefront Wealth Partners LLC purchased 9,721 shares of Vanguard Small-Cap ETF (VB) during the third quarter of 2023, valued at approximately $2.47 million....
CUSHING ASSET MANAGEMENT LP, trading as NXG INVESTMENT MANAGEMENT, reduced its holdings of Bloom Energy Corporation (NYSE:BE) by 53.3% during the third quarter of 2021....
Elevation Wealth Partners LLC increased its investment in Apple Inc (NASDAQ:AAPL) by purchasing an additional 3,923 shares during the third quarter, raising its total holdings to 33,044 shares....
Calamos Wealth Management LLC increased its holdings of iShares S&P 500 Value ETF (NYSEARCA: IVE) in the third quarter, raising them to 577,104 shares. This represents a 3.9% increase after acquiring ...
Chemung Canal Trust Co. increased its holdings of U.S. Bancorp (NYSE: USB) shares by 205.5% in the third quarter, as per recent regulatory filings with the SEC. The investment firm acquired an additio...
In the third quarter, Continuum Advisory LLC increased its holdings in CVS Health Corporation by 11.2%, adding 7,639 shares to reach a total of 76,148 shares....
Diversified Trust Co increased its holdings in The Goldman Sachs Group by 14.7% during the third quarter, according to their latest filing with the SEC. The institution now owns 16,326 shares after pu...
Diversified Trust Co reduced its holdings of Applied Materials Inc.'s shares (NASDAQ:AMAT) in the third quarter after selling 3,278 shares, leaving it with a total of 35,753 shares....
In the third quarter, Diversified Trust Co increased its holdings of Phillips 66 (PSX) by 562.8%, acquiring an additional 23,850 shares for a total stake of 28,088 shares valued at $3.82 million....
Permanent Capital Management LP purchased 700,835 shares of the Vanguard Intermediate-Term Treasury ETF (VGIT) in the third quarter, as reported in their latest SEC filing. This investment is worth ap...
During the 3rd quarter, Regatta Capital Group LLC increased its holdings in Capital Group Core Bond ETF (NYSEARCA: CGCB) by 5.2%. The firm acquired an additional 37,092 shares to reach a total of 755,...
Permanent Capital Management LP acquired a new stake in UBS Group AG during the third quarter, purchasing 69,327 shares worth approximately $2.84 million....
Permanent Capital Management LP purchased 49,000 shares of Cannae Holdings Inc., valued at about $897,000, during the third quarter as reported to the SEC. This constitutes a new investment position f...
Sowell Financial Services LLC decreased its stake in Phibro Animal Health Corporation by 37.7% in the third quarter of the year, selling off about 35,920 shares while retaining ownership of around 59,...
Sowell Financial Services increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 90.2% in the third quarter through an additional purchase of 20,094 shares, bringing its total own...
IFM Investors Pty Ltd decreased its shareholding in JPMorgan Chase & Co by 0.5% during the third quarter of 2023, selling off 2,585 shares to own a total of 533,538 company stocks....