investment
1982 articles • Page 8 of 40
Chicago Capital LLC reduced its holdings in Uber Technologies by selling 11,953 shares during the third quarter, resulting in an ownership position of 1,296,152 shares. This is a decrease of 0.9% from...
Chicago Capital LLC reduced its position in Salesforce Inc. by selling 151,060 shares during the third quarter, leaving them with 42,967 shares of the CRM provider's stock....
Community Trust & Investment Co. has recently purchased 4,295 shares of the Vanguard Growth ETF (VUG) in the third quarter, with a total valuation of approximately $2,060,000. This acquisition was dis...
Bouvel Investment Partners LLC has acquired a new position in Snowflake Inc., acquiring 25,020 shares valued at approximately $5.64 million during the third quarter....
D.A. Davidson & CO. increased its stock position in Honeywell International Inc. by 4.7% during the third quarter, adding an additional 2,569 shares to its holdings of 57,095 shares....
In the third quarter, Merit Financial Group LLC reduced its holdings of Global X Uranium ETF (symbol: URA) by 45.9%, selling off 21,031 shares to retain ownership of 24,815 shares....
Regent Peak Wealth Advisors LLC acquired a new position in Microsoft Corporation (MSFT) during the third quarter, acquiring 26,837 shares worth approximately $13.9 million, which represents about 2.7%...
During the third quarter, Merit Financial Group LLC reduced its stock holdings of Hartford Municipal Opportunities ETF (HMOP) by 64.9%, as disclosed in a recent 13F filing with the SEC. The institutio...
Merit Financial Group LLC has acquired 12,034 shares of SouthState Bank Corporation during the third quarter, valued at approximately $1,190,000. This information was disclosed in a filing with the Se...
During the third quarter, Miracle Mile Advisors LLC decreased its holdings of iShares ESG Advanced MSCI USA ETF (USXF) by 76.7%, selling 16,988 shares to retain ownership of 5,149 shares....
Community Trust & Investment Co. has recently purchased shares of Fiserv, Inc., a provider of business services, adding 77,992 new shares worth approximately $10.055 million during the third quarter. ...
In the third quarter, Community Trust & Investment Co purchased 9,822 shares in iShares Core MSCI EAFE ETF (BATS:IEFA), worth approximately $858,000. This was disclosed through a filing with the Secur...
During the third quarter, Cynosure Group LLC decreased its holding of iShares Core S&P 500 ETF (IVV) by selling 5,218 shares, reducing its total stake to 39,599 shares. The sale was reported in a fili...
On Monday, Nuveen Credit Strategies Income Fund (NYSE: JQC) experienced its stock price exceeding the 50-day moving average of $5.06. The shares traded at a high of $5.06 with a closing value of $5.05...
GoalVest Advisory LLC has increased its holdings in the iShares Core MSCI EAFE ETF (IEFA) by purchasing an additional 15,277 shares during the third quarter. Their total ownership now stands at 121,67...
WT Wealth Management decreased its stake in Walmart Inc. by selling 5,911 shares, reducing its holdings from the previous quarter to 26,777 shares of Walmart stock. This action is documented in WT Wea...
Glass Wealth Management Co LLC increased its holdings of Chevron Corporation (NYSE: CVX) stock by 15.5% in the third quarter. The firm's updated Form 13F filing with the SEC reveals that it now holds ...
Railway Pension Investments Ltd increased its holdings in Palo Alto Networks Inc. by purchasing an additional 470,100 shares in the third quarter, raising its total holding to 921,506 shares....
Sandy Cove Advisors LLC reduced its holdings of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) in the third quarter, selling 69,909 shares and retaining only 10,727 shares. This represents a decrease of ...
West Paces Advisors Inc. has increased its holdings of the iShares 7-10 Year Treasury Bond ETF (IEF) by purchasing an additional 21,060 shares in the third quarter, bringing their total ownership to 2...
WestEnd Advisors LLC increased its holdings in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by 10.4% during the third quarter, acquiring an additional 64,578 shares and owning a total of 687,5...
Letson Investment Management Inc. has reduced its holdings of Trane Technologies plc (NYSE:TT) stock in the third quarter by 24.4%, selling a total of 4,085 shares and retaining ownership of 12,647 sh...
SigFig Wealth Management LLC增持了iShares核心标普500ETF（纽约股票交易所代码：IVV）的股份，增加了15.9%。截至最近提交给SEC的季度报告，在第三季度该公司买入额外的9,095股后，现持有66,125股。...
Mechanics Bank Trust Department reduced its shareholding in Costco Wholesale Corporation by 4.2% during the third quarter, selling 714 shares to end up with a holding of 16,284 shares....
WestEnd Advisors LLC reduced its holdings of Vanguard FTSE Pacific ETF (NYSEARCA: VPL) by 2.1% in the third quarter, selling 40,088 shares to leave them with a position of 1,837,058 shares....
WestEnd Advisors LLC reduced its holdings of iShares MSCI Emerging Markets Asia ETF (NASDAQ:EEMA) in the third quarter, selling 20,564 shares, resulting in ownership of 1,834,663 shares....
GoalVest Advisory LLC increased its holdings in Deckers Outdoor Corporation by 437.5% during the third quarter, adding 7,000 shares to reach a total of 8,600 shares valued at approximately $872,000....
Gateway Investment Advisers LLC decreased its stock holding in Western Digital Corporation by 54.5% in the third quarter. Through selling 56,000 shares, Gateway holds 46,706 shares of the data storage...
Railway Pension Investments Ltd increased its holdings in QUALCOMM Incorporated by purchasing an additional 8,700 shares during the third quarter. This transaction raised their total share count to 17...
GoalVest Advisory LLC increased its holdings of SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in the third quarter by purchasing an additional 43,119 shares. This brought their total owne...
Railway Pension Investments Ltd increased its stake in ResMed Inc. by 299.4% during the third quarter of the year, acquiring an additional 7,200 shares to hold a total of 9,605 shares based on SEC fil...
Railway Pension Investments Ltd increased its holdings in Salesforce Inc. by 67.5% during the third quarter of 2023, buying an additional 7,900 shares. The fund now owns 19,600 shares of Salesforce st...
Leslie Global Wealth LLC increased its holdings of the SPDR S&P 600 Small Cap Growth ETF by 16% during the third quarter, acquiring an additional 8,211 shares to a total holding of 59,575 shares....
Railway Pension Investments Ltd increased its holdings in Gilead Sciences, Inc. by purchasing an additional 42,200 shares in the third quarter, bringing their total to 1,415,665 shares....
Railway Pension Investments Ltd significantly increased its holdings in Equinix Inc., adding 102,900 shares during the third quarter, bringing its total to 204,169 shares....
Leslie Global Wealth LLC increased its holdings in the SPDR Portfolio Emerging Markets ETF (SPEM) by purchasing an additional 21,806 shares during the third quarter. The firm now owns a total of 85,59...
Clime Capital Limited (ASX: CAM) announced an interim dividend of AUD 0.014 per share for investors recorded as of January 22nd, payable on the same day with a yield of 191%. The ex-dividend date is s...
Letson Investment Management Inc. acquired a new stake in CBIZ, Inc., purchasing 16,020 shares valued at approximately $848,000 during the third quarter, as reported by their most recent filing with t...
In the third quarter, Leslie Global Wealth LLC increased its stake in SPDR Portfolio S&P 500 Value ETF (SPYV) by purchasing an additional 41,721 shares, bringing its total holdings to 417,960 shares....
Leslie Global Wealth LLC decreased its investment in iShares S&P 500 Value ETF by selling 14,500 shares during the third quarter, reducing its holdings to 10,220 shares....
Semus Wealth Partners LLC increased its holdings of the Blackrock Advantage Large Cap Income ETF (BALI) by 25.6% in the third quarter, adding an extra 15,967 shares for a total of 78,401 shares worth ...
Retirement Financial Solutions LLC has acquired a new position in the SPDR Portfolio S&P 400 Mid Cap ETF (SPMD). They purchased 281,292 shares valued at approximately $16,087,000 during the third quar...
Sandy Cove Advisors LLC has purchased 12,724 shares of Intel Corporation during the third quarter, with a total value of approximately $427,000. This new position was disclosed in the firm's latest SE...
Semus Wealth Partners LLC increased its holdings in the Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) by 31% during the third quarter, as reported to the SEC. The firm now holds a total of 73,3...
In the third quarter, Stanley Laman Group Ltd bought 200,000 shares in Grab Holdings Limited worth approximately $1.2 million....
Stanley Laman Group Ltd. increased its holdings in Patterson-UTI Energy by 24.9% during the third quarter of 2021, adding 85,104 shares to reach a total of 426,282 shares....
Stanley Laman Group Ltd. reduced its stake in Air Lease Corporation by 29.7% in the third quarter after selling 24,527 shares, resulting in a current holding of 57,917 shares....
Merit Financial Group LLC reduced its holdings of Invesco S&P 500 Equal Weight ETF (RSP) by selling 5,179 shares in the third quarter. This resulted in the firm owning 12,908 shares after completi...
In Q3, Charles Schwab Trust Bank decreased its ownership in Schwab US Dividend Equity ETF (SCHD) by 43.6%, reducing the total shares held to 2,017,759 after selling 1,562,608 shares....
According to MarketBeat's stock screener tool, investors should consider adding shares of CocaCola, NuScale Power, Clearwater Analytics, IDEXX Laboratories, Ecolab, Sable Offshore, and Waters because ...