investment
1982 articles • Page 38 of 40
Citizens Financial Group Inc. RI increased its stock holdings in Lowe’s Companies Inc. by purchasing an additional 5,396 shares during the third quarter, leading to a total of 29,308 shares. This mark...
First United Bank & Trust Has $3.47 Million Holdings in iShares Core MSCI Emerging Markets ETF $IEMG
In the third quarter of 2023, First United Bank & Trust increased its holdings in the iShares Core MSCI Emerging Markets ETF (IEMG) by 18.1%, adding to the previous 52,591 shares it had....
First United Bank & Trust significantly increased its stock holdings in McKesson Corporation by 378.8% during the third quarter. The bank's ownership rose to 790 shares after acquiring an additional 6...
GRIMES & Co Wealth Management LLC has reduced its holding in Workday, Inc. by selling 3,343 shares during the third quarter, resulting in an overall reduction of their position by 11.4%. The firm now ...
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in Dimensional Emerging Core Equity Market ETF (DFAE) by purchasing an additional 65,524 shares during the third quarter. This brought their to...
GRIMES & Co WEALTH MANAGEMENT LLC reduced its investment in the JPMorgan Ultra-Short Municipal ETF (JMST) by 3.6% in the third quarter of the year, as reported in their latest filing with the SEC....
Grimes & Co Wealth Management LLC increased its investment in the Avantis U.S. Large Cap Equity ETF (AVLC) by 43% during Q3, adding another 98,298 shares to their holdings which now total 327,058 shar...
MASTERINVEST Kapitalanlage GmbH increased its holdings in Exxon Mobil Corporation by purchasing an additional 5,258 shares during the third quarter. The fund now holds a total of 29,934 shares of Exxo...
In the third quarter, Sonoma Allocations LLC purchased 51,423 shares of iShares Core S&P 500 ETF (NYSEARCA: IVV), with an investment value of approximately $34.1 million....
During Q3, New York State Teachers Retirement System upped its investment in Simon Property Group (NYSE:SPG) by 8.2%, increasing its shareholding to 294,798 shares worth $55.33 million....
Nepsis Inc. reduced its holdings of Visa Inc.'s shares by 13.6% during the third quarter after selling 7,255 shares, leaving them with a total of 46,017 shares....
The New York State Teachers Retirement System decreased its holdings in Cintas Corporation by 8.3% during the third quarter by selling 25,947 shares, resulting in a current ownership of 286,950 shares...
The New York State Teachers Retirement System decreased its equity holdings in The Kroger Co by 8.3% during the third quarter through the sale of 56,211 shares, resulting in a new holding total of 620...
In the third quarter of 2023, New York State Teachers Retirement System increased its stake in Freeport-McMoRan Inc. by purchasing an additional 21,898 shares, thus holding a total of 1,075,625 shares...
Oliver Luxxe Assets LLC acquired 55,162 shares of Tanger Inc., an REIT (Real Estate Investment Trust), in the third quarter, representing a new investment of approximately $1.87 million.
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Nisa Investment Advisors LLC decreased its investment in Huntington Bancshares Inc (NASDAQ: HBAN) during the third quarter by selling 73,579 shares, reducing their holdings to 320,366 shares valued at...
NISA Investment Advisors LLC decreased its investment in Tesla Inc. by selling 37,280 shares in the third quarter, thus reducing its total holding to 543,475 shares....
Nisa Investment Advisors LLC decreased its holdings in Exxon Mobil Corporation (XOM) by 2.2% during the third quarter, selling off 24,574 shares to retain a total of 1,105,921 shares....
The State of Alaska Department of Revenue increased its holdings in Charter Communications by purchasing an additional 3,820 shares during the third quarter, bringing its total ownership to 14,530 sha...
The Oregon Public Employees Retirement Fund increased its holdings in The Hershey Company (HSY) by 32.8% during the third quarter through the purchase of an additional 4,195 shares, bringing its total...
Valmark Advisers Inc. reduced its holdings of Fidelity Value Factor ETF (NYSEARCA:FVAL) by 31.8% in the third quarter, selling 7,872 shares and retaining 16,876 shares....
The State of Alaska's Department of Revenue has decreased its holdings in Qorvo Inc. by 23.8% during the third quarter following a sale of 13,239 shares, leaving it with 42,426 shares....
The State of Alaska Department of Revenue has increased its holdings by 25.6% in Vishay Intertechnology Inc. during the third quarter, now owning 247,392 shares....
During the third quarter, Sitrin Capital Management LLC reduced its holdings in Broadcom Inc by 24.1%, selling 5,952 shares and retaining ownership of 18,733 shares....
During the third quarter, D.A. Davidson & Co. reduced its stock holdings of MP Materials Corp by 45.4%, selling off 16,908 shares and leaving it with a total ownership of 20,372 shares....
Geneos Wealth Management Inc. reduced its holdings in Vanguard Consumer Staples ETF (VDC) by selling 6,217 shares during the third quarter and now holds 1,483 shares....
The Louisiana State Employees Retirement System purchased 28,700 new shares of Q2 Holdings Inc. (NYSE: QTWO) during the third quarter at a total value of approximately $2,078,000....
FengHe Fund Management Pte. Ltd. decreased its holdings of Astera Labs stock by 72.6% in the third quarter through a sale of 856,848 shares. The fund now holds 324,000 shares....
Farnam Financial LLC increased its holdings of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) by acquiring an additional 47,735 shares in the third quarter. The company now holds a total of 237,1...
FengHe Fund Management Pte. Ltd. has acquired a new position of 250,400 shares worth approximately $36.476 million in Ciena Corporation (CIEN), representing about 3.3% of the company's holdings. This ...
Heck Capital Advisors LLC Acquires 36,956 Shares of First Trust Low Duration Opportunities ETF $LMBS
During the third quarter, Heck Capital Advisors LLC increased its holdings in First Trust Low Duration Opportunities ETF (LMBS) by 8.2%, adding 36,956 shares making their total holding to 490,043 shar...
Clear Harbor Asset Management LLC increased its holding in Barrick Mining Corporation by 86.6% during the third quarter. The firm's ownership now includes 66,652 shares of Barrick Mining following an ...
Ferguson Wellman Capital Management Inc. increased its holdings in AbbVie Inc by purchasing an additional 3,260 shares during the third quarter, raising its total ownership to 647,685 shares as per re...
Evolution Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 ETF (SPLG) with a purchase of 22,202 shares during the third quarter, raising its total to 36,459 shares....
Duncker Streett & Co. Inc. reduced its holdings of UnitedHealth Group Incorporated's stocks by 75.9% in Q3, as reported to the SEC. The firm now owns 2,637 shares after selling 8,324 shares during the...
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Cerity Partners LLC increased its holdings in Kimberly-Clark Corporation by 12.8% during Q3, acquiring an additional 31,852 shares to bring its total holdings to 281,436 shares....
During the 3rd quarter, Ferguson Wellman Capital Management Inc. increased its holdings of Amgen Inc.'s shares by 2.7%, adding an additional 7,988 shares to reach a total of 307,566 shares as disclose...
Fulton Breakefield Broenniman LLC decreased its investment in NVIDIA Corporation during the third quarter by selling 2,706 shares. The firm now holds 247,539 shares of NVIDIA....
Merit Financial Group LLC reduced its stock holdings in Cigna Group by 33.8% during the third quarter, selling 2,423 shares to leave it with a total of 4,745 shares....
Chicago Capital LLC decreased its holdings in QUALCOMM Inc by 9.7% during the third quarter after selling 4,880 shares, reducing its position to 45,637 shares....
Rainier Family Wealth Inc. increased its holdings in Apple Inc. by purchasing an additional 4,515 shares, raising its total ownership to 19,921 shares during the third quarter. This reflects a stake i...
Merit Financial Group LLC increased its shareholding in Meta Platforms Inc. by 8%, purchasing an additional 6,264 shares during the third quarter to reach a total of 84,671 shares as disclosed in thei...
Jeffrey Smith, Executive Vice President at Zymeworks Inc., sold 10,538 shares on January 5th for a total of $264,503.80, with the sale price per share being $25.10....
Centennial Wealth Advisory LLC augmented its holdings of iShares Core S&P 500 ETF (IVV) by 4.2% in Q3. As of the latest SEC filing, they hold a total of 30,407 shares after buying an additional 1,237 ...
An analysis contrasting two small-cap finance companies, Mobile Infrastructure and FTAI Infrastructure, focusing on their profitability, dividends, institutional ownership, risk, valuation, earnings a...
Penobscot Investment Management Company Inc. decreased its holdings of SLB Limited (NYSE:SLB) in the third quarter, reducing its stock by 32.8% to 36,311 shares after selling 17,750 shares....
Stanley Laman Group Ltd. purchased 2,687 shares of AMETEK Inc., valued around $505,000, during the third quarter as per their latest filings with the SEC....
Stanley Laman Group Ltd significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd during the third quarter of the current year, as per their latest SEC filing. The firm's ...
Cresta Advisors Ltd. increased its stake in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by 3.7% in the third quarter, adding 2,377 shares to reach a total of 66,753 shares....