investment
1982 articles • Page 37 of 40
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....
In the third quarter, Ehrlich Financial Group acquired a new position in PIMCO's Multi-Sector Bond Active ETF (ticker: PYLD), purchasing 64,427 shares with an approximate value of $1.7 million as repo...
Carnegie Investment Counsel decreased its holdings in McDonald's Corporation by selling 6,433 shares during the third quarter, leaving them with 47,932 shares. The information is derived from a filing...
CMG Global Holdings LLC increased its stock position in The Boeing Company (NYSE: BA) by 9.4% during the third quarter, adding 3,983 shares to reach a total of 46,276 shares worth approximately $9.90 ...
Fulton Breakefield Broenniman LLC decreased its holdings in Danaher Corporation by 6.6% in the third quarter of 2023, reducing ownership to 66,948 shares after selling 4,727 shares....
In the third quarter, Carnegie Investment Counsel reduced its holding in Rockwell Automation by 14.9%, selling 10,421 shares and leaving it with a total of 59,345 shares....
Carnegie Investment Counsel increased its stock holdings in Casey’s General Stores, Inc., adding an additional 2,042 shares during the third quarter, bringing their total ownership to 47,659 shares....
Carnegie Investment Counsel reduced its holdings of the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) by selling 58,706 shares during Q3, resulting in a new total of 286,674 shares....
During the 2nd quarter, Osaic Holdings Inc. increased its holdings in Harbor Scientific Alpha High-Yield ETF (NYSEARCA:SIHY) by purchasing an additional 20,229 shares, which represents a growth of 45....
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in ProShares' S&P 500 Aristocrats ETF by 22.2% in the third quarter, selling off 6,652 shares and retaining 23,335 shares....
MarketBeat's stock screener highlights seven small-cap stocks for consideration on December 26th: Sidus Space, AlphaVest Acquisition Corp., Medline, Spring Valley Acquisition Corp., Integral Ad Scienc...
Canoe Financial LP reported an increase of its stake in Salesforce Inc., adding 34,420 shares during the third quarter, which raised their total holdings to 244,683 shares....
Clayton Financial Group LLC acquired 6,207 new shares of PepsiCo Inc., valued at approximately $872,000, in the third quarter. This investment represents 0.6% of Clayton's holdings as revealed in a re...
Busey Bank increased its holdings in Vanguard Total Stock Market ETF (VTI) by 0.9% during the third quarter, adding 2,899 shares to a total of 313,399 shares....
Avanza Fonder AB increased its holdings in Bank of America Corporation by 9.3% during the third quarter, purchasing an additional 42,979 shares, bringing its total to 502,889 shares valued at $25.94 m...
Harbor Capital Advisors Inc. has increased its holdings in Chevron Corporation (NYSE: CVX) by purchasing additional 6,208 shares during the third quarter, raising their total holdings to 38,296 shares...
DAVENPORT & Co LLC decreased its stake in Pure Storage Inc by selling 11,741 shares during the third quarter. The firm now holds 70,483 shares....
Canoe Financial LP reduced its holdings of Aon plc (NYSE:AON) during the 3rd quarter by selling 7,600 shares and now owns a total of 79,229 shares....
Cornercap Investment Counsel Inc increased its holding of The Kroger Co.'s (KR) shares by 82.2% in the third quarter, as per a recent regulatory filing with the SEC. Cornercap now owns 23,989 shares a...
Fiduciary Planning LLC reduced its holdings of FT Vest U.S. Equity Buffer ETF - February (BATS: FFEb) by 3.2% during the third quarter, selling off 16,704 shares to hold a total of 505,308 shares....
GRIMES & Co WEALTH MANAGEMENT LLC reduced its stake in Novo Nordisk A/S by 9.3% during the third quarter, selling 11,604 shares and retaining a total of 113,752 shares....
First Horizon Corp has acquired new shares worth approximately $2,023,000 in Taiwan Semiconductor Manufacturing Company Ltd., with a stake of 7,245 shares, as reported in their latest SEC filing for t...
Harbor Investment Advisory LLC increased its holdings of Janus Henderson AAA CLO ETF (JAAA) by acquiring an additional 13,870 shares during the third quarter, resulting in a total position of 126,754 ...
First Horizon Corporation has acquired a new stake of 11,151 shares in the iShares Select Dividend ETF during Q3, with each share valued at an estimated $142. The total investment amounts to approxima...
First Horizon Corporation has acquired a new stake in Vanguard Information Technology ETF (VGT) during the third quarter of the year. The company purchased 4,757 shares valued at around $3.55 million....
During the third quarter, Citizens Financial Group Inc. RI increased its holdings of the Vanguard Information Technology ETF by 23.9%, adding an additional 897 shares to reach a total ownership of 4,6...