investment
1982 articles • Page 5 of 40
Bard Financial Services Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 7.2% in the third quarter through an additional purchase of 1,735 shares, according to S...
E. Ohman J or Asset Management AB reduced its investment in BlackRock Inc. by selling 1,622 shares during the third quarter, resulting in a total holding of 38,105 shares....
Everpar Advisors LLC increased its holdings in the Invesco BulletShares 2027 Corporate Bond ETF by 122.3% during Q3, acquiring an additional 33,830 shares to own a total of 61,502 shares....
During the third quarter, Cwm LLC increased its stock holdings of Kinder Morgan Inc. by 57.8%, adding an additional 222,123 shares, resulting in a total of 606,610 shares valued at approximately $17.1...
Carnegie Investment Counsel decreased its holdings of STERIS plc by 6.2% during the third quarter, selling off 3,505 shares and retaining ownership of 53,192 shares. The fund's stake makes up about 0....
Allen Mooney & Barnes Investment Advisors LLC reduced its investment in Tesla Inc., cutting its holdings by 55.2% to 1,320 shares during the third quarter after selling 1,625 shares....
Founders Financial Securities LLC decreased its holdings in AT&T Inc. by selling 22,696 shares during the third quarter, leaving it with a total of 18,567 shares as per their Form 13F filing....
Canoe Financial LP reduced its holdings of Analog Devices Inc. by 21% in the third quarter by selling 171,217 shares, leaving it with a total of 644,365 shares, or approximately 2.3% of its portfolio....
GEN Financial Management INC. decreased its investment in Pacer US Cash Cows 100 ETF (BATS:COWZ) by 11.2% during the third quarter, as reported in a recent SEC filing. The firm now holds 199,182 share...
Swedish institutional investor Avanza Fonder AB increased its holdings in Snowflake Inc by 27.1% during the third quarter of 2023, marking an acquisition of additional 5,568 shares to total ownership ...
Brookstone Capital Management raised its investment in Arthur J. Gallagher & Co. (NYSE: AJG) by 33.6% during the third quarter, as reported in their recent SEC filing. Their ownership now includes 51,...
Brookstone Capital Management significantly increased its stake in the Innovator U.S. Equity Power Buffer ETF - July by 876.3% during Q3, increasing its holdings from 81,656 shares to 797,215 shares....
First PREMIER Bank increased its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) by 39.1% during the third quarter, adding 14,299 shares to reach a total of 50,914 shares....
On Tuesday, shares of City of London (LON:CTY) reached a new 52-week high, trading as high as GBX 532 and closing at GBX 528 with a total volume of 900,861 shares. Previously the stock closed at GBX 5...
In the third quarter of 2023, Continuum Advisory LLC made an investment in nVent Electric PLC (NYSE: NVT) by purchasing 16,528 shares at a value of approximately $1,630,000....
MarketBeat recommends five Mid Cap stocks for investors to consider on January 2nd: ProShares UltraPro Short QQQ, Direxion Daily TSLA Bull 2X Shares, Ondas Holdings Inc., D-Wave Quantum Corp and Appli...
During the third quarter, Decker Retirement Planning Inc purchased 2,449 shares of Oracle Corporation's stock for approximately $689,000. This marks a new position taken by the company....
Harbor Investment Advisory LLC reduced its shares of Intuitive Surgical, Inc. by 29.2% in the third quarter, selling 1,600 shares and holding 3,879 shares according to a recent SEC filing....
First Horizon Corp acquired 104,407 shares of First Horizon Corporation's stock in the third quarter, valued at approximately $2,361,000, according to a recent Form 13F filing with the SEC....
UBS Group expressed confidence in the outlook for Chinese stocks in 2026, highlighting China's role as a significant alternative for global investors diversifying away from overvalued US equities. Fac...
Simon Quick Advisors LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOGL) by purchasing an additional 2,480 shares during the third quarter. This raised their total ownership to 20,477 shares....
FengHe Fund Management Pte. Ltd. has increased its stake in Barrick Mining Corporation by 19.4% during the third quarter, raising its position to 1,172,300 shares as reported in their latest SEC filin...
During a meeting with oil industry leaders where President Donald Trump attempted to encourage investment in Venezuela’s struggling oil sector, the U.S. CEOs praised Trump's actions but did not make a...
In its most recent filing with the SEC, Clarity Wealth Advisors LLC reported a 17.8% increase in its holdings of Fidelity Total Bond ETF (NYSEARCA: FBND) during the third quarter by purchasing an addi...
Heck Capital Advisors LLC reduced its holdings of the iShares 0-3 Month Treasury Bond ETF by selling 32,209 shares, resulting in a 28.1% decrease during the third quarter. The firm now owns 82,306 sha...
CWA Asset Management Group LLC increased its holdings in GE Vernova Inc (GEV) by purchasing an additional 1,211 shares during the third quarter. This raised its total stock ownership to 3,630 shares v...
Railway Pension Investments Ltd increased its stock position in VeriSign Inc.'s shares by 11% during the third quarter, adding 4,000 shares to reach a total holding of 40,200 shares....
Global Retirement Partners LLC increased its holdings of iShares MSCI EAFE ETF by 26.1% during the third quarter, acquiring an additional 10,032 shares to own a total of 48,460 shares....
Retirement Financial Solutions LLC has acquired 280,924 shares of Avantis U.S. Small Cap Equity ETF (AVSC) in the third quarter of this year, totaling approximately $16 million, making up about 9.8% o...
Goldman Sachs is targeting a raise of $500 million towards its real estate fund in Japan. The firm has been pitching investors over the past few months, capitalizing on the recovering property market ...
Asset Management One Co. Ltd. decreased its holdings in Union Pacific Corporation by 2.0% during the third quarter of 2021, selling 4,989 shares and retaining ownership of 249,614 shares....
In the third quarter, Generali Asset Management SPA SGR increased its holdings in Ferrovial SE (NASDAQ:FER) by 183%, acquiring an additional 30,143 shares, resulting in a total of 46,617 shares....
CV Advisors LLC acquired 1,000 shares of Spotify Technology (SPOT) during the third quarter for a total investment value of approximately $698,000. This purchase constitutes 0.2% of CV Advisors' inves...
Cantor Fitzgerald Investment Advisors L.P. increased its stake in Vanguard Mortgage-Backed Securities ETF (VMBS) by 2% during the third quarter, adding 17,205 shares to reach a total of 872,171 shares...
Delta Investment Management LLC decreased its holdings in JPMorgan's Nasdaq Equity Premium Income ETF (JEPQ) by 76% in the third quarter, reducing its ownership to 24,701 shares after selling 78,101 s...
Calamos Advisors LLC reduced its holdings of Parker-Hannifin Corporation (NYSE:PH) by 27.2% during the third quarter, selling 11,110 shares to hold a total of 29,769 shares....
During Q3, Diversified Trust Co increased its holdings in Merck & Co., Inc.'s shares by purchasing an additional 18,187 shares. This brings the firm's total ownership to 207,838 shares....
Diversified Trust Co increased its holdings in Abbott Laboratories by 25.1% during the third quarter of 2023, adding 18,209 shares to bring its total ownership to 90,840 shares....
Permanent Capital Management LP Invests $610,000 in International Business Machines Corporation $IBM
Permanent Capital Management LP has acquired 2,161 shares of IBM, valuing the investment at approximately $610,000 during the third quarter. This information was reported through a filing to the SEC....
Permanent Capital Management LP bought 20,760 new shares of The Bank of New York Mellon Corporation during the third quarter, valued at approximately $2.26 million....
Permanent Capital Management LP acquired 260,000 shares of Alight Inc., worth about $848,000, during the third quarter as per a recent filing with the Securities and Exchange Commission. The investmen...
Permanent Capital Management LP has acquired 7,296 shares of Vail Resorts Inc., worth approximately $1,091,000, during the third quarter as per their latest filing with the SEC. This marks a new posit...
Valley National Advisers Inc. decreased its holdings in Williams Companies, Inc. (WMB) by selling 40,062 shares during the third quarter, reducing its total ownership to 2,962 shares....
Sowell Financial Services LLC reduced its holdings in Royal Caribbean Cruises Ltd. by 29.4% in the third quarter of the year, according to SEC filings. The firm sold 4,569 shares, resulting in ownersh...
Sowell Financial Services LLC reduced its holdings of Costco Wholesale Corporation's stock by 9.9% in the third quarter, selling off 2,062 shares and leaving it with a total of 18,690 shares....
Thomasville National Bank has decreased its holdings of Apple Inc. (NASDAQ:AAPL) by selling 6,044 shares in the third quarter, reducing their total ownership to 226,961 shares....
Trust Point Inc has purchased a new position in Apple Inc., acquiring 104,822 shares valued at approximately $26,691,000, making up roughly 2.2% of their portfolio as reported to the Securities and Ex...
Bellecapital International Ltd. increased its stake in Intuitive Surgical, Inc. by 113.3% during the third quarter, as reported in their SEC filing Form 13F. The company now owns 5,410 shares post-pur...
Burns Matteson Capital Management LLC acquired 8,017 new shares of UnitedHealth Group Inc. during the third quarter, valued at approximately $2,768,000, according to their latest filing with the SEC....
Osaic Holdings Inc significantly increased its stock holdings in Wabtec during the second quarter, growing its stake by 86.7% through an additional purchase of 6,709 shares, resulting in a total owner...