investment
1982 articles • Page 40 of 40
In the 3rd quarter, Fulton Breakefield Broenniman LLC decreased its shareholdings in Union Pacific Corporation (UNP) by selling 2,995 shares. The fund currently holds 62,425 shares of UNP stock....
Farther Finance Advisors LLC has reduced its holdings of the Innovator U.S. Equity Power Buffer ETF - January by 50.8% during the third quarter, now owning 37,254 shares....
Darwin Wealth Management LLC decreased its holdings of PulteGroup, Inc. by 97.4% during the third quarter, as reported in a recent SEC filing. This involved selling 9,866 shares to hold only 265 share...
Drummond Knight Asset Management Pty Ltd increased its holdings in Exxon Mobil Corporation by 55.8% during the third quarter through additional purchases of 77,740 shares, boosting its total ownership...
In the third quarter, Canoe Financial LP decreased its holdings of Wheaton Precious Metals Corp. by 0.8%, selling off 7,481 shares to retain ownership of 972,532 shares....
Cwm LLC increased its stakes in Schwab U.S. Large-Cap Growth ETF (SCHG) by 0.4% in the third quarter, adding 27,859 shares to their holdings, bringing the total to 7,302,629 shares....
Farther Finance Advisors LLC increased its holdings of Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the third quarter, adding an additional 9,336 shares to reach a total ownership of 22,064 sha...
Founders Financial Securities LLC decreased its holdings of The Procter & Gamble Company by 9.1% during the third quarter, selling 3,682 shares and retaining a position of 36,877 shares....
Farther Finance Advisors LLC significantly increased its holdings in Vanguard Energy ETF (VDE) during the third quarter by purchasing an additional 23,490 shares, bringing its total holdings to 29,247...
The Sprott Physical Silver Trust (NYSEARCA:PSLV) stock price hit a new 52-week high of $22.94 on Tuesday, closing at $22.92 with over 20 million shares traded, marking a 0.9% increase from its previou...
Brookstone Capital Management increased its holdings of Innovator U.S. Equity Buffer ETF (BATS: BAUG) by 3,760.3% in the third quarter, acquiring an additional 554,576 shares to reach a total of 569,3...
Decker Retirement Planning Inc reduced its holdings in the iShares Russell 2000 ETF (NYSEARCA:IWM) by selling 30,771 shares in the third quarter. This left them with a remaining stake of merely 126 sh...
GRIMES & Co Wealth Management LLC reduced its holdings of T. Rowe Price Group Inc (NASDAQ: TROW) by 9.2% in the third quarter, selling 12,571 shares and retaining 124,640....
The State of Alaska Department of Revenue increased its holdings in Centene Corporation (NYSE:CNC) by 28% in the third quarter, adding 24,177 shares to bring its total ownership to 110,386 shares....
Dock Street Asset Management Inc. increased its holdings of iShares 1-3 Year Treasury Bond ETF (SHY) by purchasing an additional 6,130 shares during the third quarter, raising its total ownership to 1...
Gateway Investment Advisers LLC has reduced its stake in Walmart Inc. by 3.7% in the third quarter, shedding 31,362 shares to hold a total of 807,379 shares, which represent about 0.8% of their portfo...
WestEnd Advisors LLC increased its stake in Thermo Fisher Scientific Inc. during Q3 by acquiring 2,701 additional shares, raising their total holdings to 88,193 shares....
McElhenny Sheffield Capital Management LLC reduced its holdings in Tesla Inc. by selling 1,189 shares during the third quarter, resulting in ownership of 1,134 shares....
Econ Financial Services Corp increased its stake in Salesforce Inc. (NYSE:CRM) by 46.4% in the third quarter, as reported in Form 13F to the SEC. The firm now holds 7,670 shares of CRM stock after pur...
Calamos Wealth Management LLC increased its stock holdings in Walmart Inc. by purchasing an additional 10,304 shares during the third quarter, amounting to a total of 272,462 shares. This represents a...
In the third quarter of 2023, Cantor Fitzgerald Investment Advisors LP reduced its stake in Schwab U.S. Large-Cap ETF (ticker: SCHX) by selling off 331,190 shares, resulting in a current holdings amou...
Chris Bulman Inc reduced its holdings in iShares Russell 2000 ETF (IWM) by selling 2,293 shares in the third quarter. The company now owns 10,729 shares....
In the third quarter, Bricktown Capital LLC purchased 22,496 shares in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA: BIL), with a total value of approximately $2.064 million....
Permanent Capital Management LP has newly invested in Costco Wholesale Corporation by purchasing 944 shares worth approximately $874,000 during the third quarter of 2023. This information is based on ...
E. Ohman J or Asset Management AB increased its holdings in Intuitive Surgical, Inc. by 4.1% in the third quarter of the year by purchasing an additional 1,123 shares for a total of 28,306 shares....
Deprince Race & Zollo Inc. reduced its holdings in QUALCOMM Incorporated by selling 3,044 shares in the third quarter, according to a recent Form 13F filing with the SEC. The firm now holds 149,132 sh...
During the third quarter, Cwm LLC increased its holdings in Walmart Inc.'s shares by purchasing an additional 229,220 shares, resulting in a total ownership of 1,175,703 shares. This marks a 24.2% inc...
Canoe Financial LP increased its stake in Colgate-Palmolive Company (CL) by 23.3% in the third quarter, according to a recent SEC filing. The firm now holds 99,646 shares after purchasing an additiona...
Canoe Financial LP reduced its holdings of NIKE, Inc. by 8.3% in the third quarter, selling off 9,200 shares to own a total of 101,620 shares....
During the third quarter, Cwm LLC decreased its holdings of iShares Core Total USD Bond Market ETF by selling 266,369 shares, resulting in a remaining ownership of 17,108,743 shares....
Cwm LLC decreased its holdings in JPMorgan Equity Premium Income ETF (JEPI) by selling 13,284 shares during the third quarter. As a result of this transaction, Cwm LLC now owns 1,947,086 shares....
Eldred Rock Partners LLC increased its holdings in Cummins Inc. by purchasing an additional 4,186 shares, making the total holding of the firm 38,817 shares and representing 4.1% of their portfolio as...