investment
1982 articles • Page 39 of 40
Asset Management One Co. Ltd. reduced its holdings of Cisco Systems Inc. by 2.3% during the third quarter, selling 48,659 shares to hold 2,088,426 shares....
Sheets Smith Wealth Management减持了对 NVIDIA Corporation 的持股，在第三季度出售了3059股后，剩余持有75944股。...
Asset Management One Co. Ltd increased its holdings in the medical technology company Medtronic PLC by 2.4% during the third quarter, adding 13,594 shares to reach a total of 589,186 shares....
Virginia Retirement Systems et al increased its holdings in EchoStar Corporation by 157.3% during the third quarter, adding 16,670 shares to reach a total of 27,270 shares....
Ethic Inc reduced its holding in Stanley Black & Decker by 48.9% during the third quarter as per SEC filings. Following the sale of 14,115 shares, Ethic now owns 14,774 shares....
Virginia Retirement Systems increased its stock position in Peloton Interactive by 121% during the third quarter through a filing with the Securities and Exchange Commission. The institutional investo...
Diversified Trust Co has acquired a new shareholding of 7,575 shares in Qorvo Inc., valued at approximately $690,000. This acquisition took place during the third quarter, as recently reported by the ...
In its latest filing with the SEC, Pacer Advisors Inc. reports a new investment of $857,000 or 52,263 shares in Independence Realty Trust Inc., boosting their position in the real estate investment tr...
Calamos Wealth Management LLC increased its holdings of The Home Depot's stock by 6.9% in the third quarter, adding 4,434 shares to reach a total of 68,283 shares....
First Pacific Financial has increased its holdings in Procter & Gamble by 30.3% through the acquisition of an additional 6,871 shares during the third quarter....
Davidson Trust Co. increased its holdings in the iShares Core U.S. Aggregate Bond ETF (AGG) by purchasing an additional 6,664 shares during the third quarter, bringing its total share count to 33,632....
Osaic Holdings Inc. decreased its stock holdings in the JPMorgan International Growth ETF (JIG) by 27.2% during the second quarter, according to recent filings with the SEC....
Osaic Holdings Inc. increased its holdings in the John Hancock Preferred Income ETF (NYSEARCA:JHPI) by purchasing an additional 31,264 shares during the second quarter, resulting in a total ownership ...
Cantor Fitzgerald Investment Advisors L.P. decreased its holdings of Kohl's Corporation by 54.6% in the third quarter, reducing its ownership to 23,111 shares after selling 27,834 shares....
Delta Investment Management LLC acquired 4,462 shares of Roper Technologies Inc., valued at about $2.225 million, during the third quarter as per their latest SEC filing....
Delta Investment Management LLC acquired a new position in First Trust Structured Credit Income Opportunities ETF (OTCMKTS: SCIO) during the third quarter. The institutional investor purchased 171,755...
Calamos Advisors LLC has reduced its stake in Caterpillar Inc. (CAT) by selling 43,753 shares in the third quarter. The firm currently owns 99,522 shares of the industrial products company....
During the third quarter, Calamos Wealth Management LLC increased its holdings of iShares MSCI ACWI ex U.S. ETF (symbol: ACWX) by acquiring an additional 62,648 shares, resulting in a total ownership ...
Boston Trust Walden Corp decreased its holdings in D.R. Horton Inc by 17.5%, selling 49,626 shares and retaining 233,922 shares in the third quarter....
In the third quarter of 2021, Donald L. Hagan LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ: META) by reducing its shares by 34.5%. The减持操作后，该机构持有该公司股票共计3,417股。...
Diversified Trust Co increased its holding in Invesco S&P 500 Equal Weight ETF (RSP) by 33% during the third quarter. The firm's holdings include 29,490 shares after purchasing an additional 7,315 sha...
Diversified Trust Co increased its holdings of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.0% in the third quarter, adding 7,860 shares to bring the total ownership to 26,558 shares....
Diversified Trust Co increased its stake in Raytheon Technologies (RTX) by purchasing an additional 5,465 shares during the third quarter. Currently, Diversified Trust Co holds a total of 46,429 RTX s...
During the third quarter, Diversified Trust Co increased its holdings of iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 3.1%. The firm expanded its position to 182,336 shares after acquiring ...
Clark Asset Management LLC increased its holdings of Vanguard Total International Bond ETF (NASDAQ:BNDX) during the third quarter, purchasing an additional 64,725 shares. The firm now holds a total of...
During Q3 2023, Ergawealth Advisors Inc. decreased its holdings of the First Trust Capital Strength ETF (FTCS) by selling 39,414 shares. The firm now holds a total of 121,518 shares....
Clark Asset Management LLC increased its holdings in the Dimensional U.S. Equity ETF (DFUS) by 73.7% in Q3, adding an additional 22,747 shares to reach a total of 53,604 shares....
Ergawealth Advisors Inc. decreased its shareholding in the Pacer Lunt Large Cap Alternator ETF by 82,276 shares in the third quarter. As a result, it now owns 131,154 shares of the fund....
Clark Asset Management LLC acquired 2,450 shares of Garmin Ltd.'s stock worth approximately $603,000 during the third quarter, as reported in their most recent filing with the SEC....
Clark Asset Management LLC acquired a new position in Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ: BSCZ) during the third quarter. The firm purchased 49,508 shares worth roughly [value not sp...
Ergawealth Advisors Inc. reduced its holding in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) by selling 58,078 shares during the third quarter. This action lowered their stake to 33,452 shares....
Permanent Capital Management LP reported purchasing 3,220 shares of Marsh & McLennan Companies, Inc., worth approximately $649,000, during the third quarter. This is according to their latest filing w...
Valley National Advisers Inc. significantly reduced its holdings in Nike (NKE) by 95.9% during the third quarter through a sale of 23,970 shares, leaving them with only 1,016 shares valued at approxim...
Sowell Financial Services LLC decreased its holdings of Palo Alto Networks (NASDAQ:PANW) by 39.3% in the third quarter through a reduction of 8,121 shares, leaving them with 12,537 shares....
Sowell Financial Services LLC acquired 64,200 shares of the Timothy Plan US Large/Mid Cap Core ETF (TPLC) during the third quarter. The total value of this investment is approximately $2,972,000....
During the third quarter, Thompson Investment Management Inc. significantly reduced its holdings of Topgolf Callaway Brands Corp (MODG), cutting them down by 98.2%. The fund's new share count is 6,455...
Financial entity Clune & Associates LTD. increased its holdings in the iShares Core 1-5 Year USD Bond ETF (ISTB) by purchasing an additional 21,938 shares in the third quarter, bringing its total to 1...
Lineweaver Wealth Advisors LLC decreased its stake in Apple Inc. by selling 2,367 shares during the third quarter, reducing their holdings to 92,596 shares which represent about a 3.5% position within...
Custos Family Office LLC decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) in the third quarter, reducing its ownership to 48,865 shares after selling 24,895 shares. This reduction re...
Cwm LLC has boosted its holdings in Comfort Systems USA Inc by acquiring an additional 8,605 shares during the third quarter, raising their total ownership to 25,531 shares....
Busey Bank increased its holdings in Exxon Mobil Corporation by acquiring an additional 8,951 shares during the third quarter, resulting in a total ownership of 215,185 shares....
Cordant Inc. has increased its ownership of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by 3.8% in the third quarter, adding a purchase of 6,300 shares to bring their total holdings to 174,27...
Cwm LLC increased its holdings in Tesla by 6.5% during the third quarter through additional purchases of 22,757 shares, bringing its total ownership to 374,543 shares....
Carnegie Investment Counsel increased its shareholding in Donaldson Company Inc (NYSE:DCI) by 2.3% in the third quarter by acquiring an additional 8,065 shares, leading to total ownership of 354,320 s...
Carnegie Investment Counsel increased its stake in Bank of America Corporation (NYSE:BAC) by 9.3% during the third quarter through additional purchases of 45,168 shares, bringing their total holdings ...
Carnegie Investment Counsel reduced its holdings in Thermo Fisher Scientific Inc. by 5.3% during the third quarter due to a sale of 2,768 shares, resulting in ownership of 49,645 shares....
Carnegie Investment Counsel increased its holdings in Powell Industries from 26,548 shares to 40,748 shares by purchasing an additional 14,200 shares during the third quarter. The investment was discl...
Eagle Capital Management LLC increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 34.1% during the third quarter through an additional purchase of 5,317 shares, bringing their total to 2...
Carnegie Investment Counsel increased its holdings of the SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 6.5% in the third quarter, as reported in a recent SEC filing. They now own 397,974 shares after...
During the third quarter, Darwin Wealth Management LLC increased its holdings in iShares MSCI EAFE ETF by 5.1%. The firm now owns 153,327 shares of the exchange-traded fund as per their latest Form 13...