investments
111 articles • Page 1 of 3
Clear Harbor Asset Management LLC bought a new position in SPDR Gold MiniShares Trust (GLDM) during the third quarter. The investment firm acquired 37,447 shares worth about $2,863,000....
Railway Pension Investments Ltd increased its stake in Expedia Group Inc.'s shares by 19.6% during the third quarter, as reported in its most recent SEC filing. The organization now owns 115,200 share...
Railway Pension Investments Ltd increased its holdings in LPL Financial Holdings Inc (NASDAQ:LPLA) during the third quarter, upping its stock count to 363,400 shares from an initial number through add...
Investors are questioning whether the current surge in artificial intelligence investments represents a financial bubble that could soon collapse....
WestEnd Advisors LLC increased its holdings of iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) in the third quarter. The company disclosed this information in a filing with the SEC, having purchased ...
In the third quarter of the year, Semus Wealth Partners LLC acquired a new position in FT Vest U.S. Equity Buffer ETF (Ticker: FJUL) by purchasing 23,186 shares valued at about $1,269,000 as reported ...
Chinese launch startup Landspace has had its initial public offering (IPO) application approved by the Shanghai Stock Exchange's STAR Market. The company aims to raise approximately $1 billion with a ...
Osaic Holdings Inc. reduced its holdings in BlackRock MuniAssets Fund by 41.2% during the second quarter, selling 93,959 shares to hold a total of 134,218 shares....
Eldred Rock Partners LLC increased its holdings in Vontier Corporation by 12.1% during the third quarter of the year, adding an additional 51,123 shares to its portfolio, according to SEC filings....
Permanent Capital Management LP increased its holdings in IAC Inc during the third quarter of the year by purchasing 50,827 shares valued at about $1,732,000, according to SEC filings. This investment...
Fischer Financial Services Inc., according to its most recent filing with the SEC, took a new position worth roughly $1.91 million in Palantir Technologies Inc during the third quarter, acquiring 10,4...
Citizens Financial Group Inc. RI increased its holdings in shares of Sysco Corporation by 46.7% in the third quarter. The fund's ownership now stands at 59,142 shares following an additional purchase ...
The Oregon Public Employees Retirement Fund increased its holdings in Synchrony Financial by 29.1% during the third quarter, acquiring an additional 9,581 shares to reach a total of 42,475 shares....
The Oregon Public Employees Retirement Fund increased its holdings in Iron Mountain Incorporated by purchasing an additional 8,320 shares during the third quarter of 2021. This transaction resulted in...
CGC Financial Services LLC increased its holding in iShares Core S&P Mid-Cap ETF (IJH) by acquiring an additional 213,293 shares during the third quarter, raising its total share count to 326,780. Thi...
In the third quarter, Ferguson Wellman Capital Management Inc. invested in The Clorox Company by purchasing a new stake worth approximately $810,000 through the acquisition of 6,568 shares. This infor...
Clarity Wealth Advisors LLC increased its holdings of the Vanguard Intermediate-Term Bond ETF (symbol: BIV) by purchasing an additional 17,562 shares in the third quarter. The total ownership now amou...
Foster & Motley Inc. decreased its holdings of Comcast Corporation by 22.4% during the third quarter, selling 18,866 shares to leave it with a total holding of 65,501 shares....
McGuire Investment Group LLC reduced its holding in Walmart Inc. by selling 16,356 shares during the third quarter. As a result, they now own 145,020 shares of Walmart....
Mechanics Bank Trust Department increased its holdings in the Invesco Senior Loan ETF (BKLN) by 11.6% during Q3, adding 72,155 shares to reach a total of 692,075 shares....
Daymark Wealth Partners LLC raised its investment in GE Vernova Inc. by purchasing an additional 1,124 shares during the third quarter, increasing its holdings to a total of 9,278 shares valued at $5....
During the third quarter, Norris Perne & French LLP MI increased its holdings in JPMorgan Chase & Co. (JPM) by purchasing an additional number of shares, raising their total ownership to 18,572 shares...
Farmers & Merchants Investments Inc. reduced its holdings of Alphabet Inc stock by 2.6% in the third quarter through a sale of 3,753 shares, according to their latest SEC filing. They now own 142,269 ...
CapWealth Advisors LLC reduced its holdings of Palantir Technologies Inc. by 21.7% during the third quarter of the year, as recorded in their latest filing with the SEC....
Discipline Wealth Solutions LLC purchased new shares of the iShares 0-5 Year TIPS Bond ETF (NYSEARCA: STIP) during the third quarter. The institutional investor acquired 89,042 shares with a total val...
Delta Investment Management LLC increased its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 157.9% during the third quarter, adding an additional 48,235 shares bringing its total o...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its shareholding in Phillips 66 by 5.0% during the third quarter, as reported to the Securities and Exchange Commission (SEC), now o...
Calamos Advisors LLC increased its holdings in SLB Limited by 134% during the third quarter, purchasing an additional 438,188 shares for a total of 765,234 shares valued at $26.30 million....
Spinnaker Investment Group LLC increased its Microsoft Corporation (NASDAQ: MSFT) equity by 1.6% in the third quarter, reaching a total of 65,121 shares after purchasing an additional 1,054 shares....
Osaic Holdings Inc. increased its holdings in Quantum Computing Inc.'s shares (QUBT) by purchasing an additional 78,424 shares during the second quarter, raising their total share count to 125,607....
Dragoneer Investment Group LLC reduced its shareholding in Block Inc., cutting by 29.1% during the third quarter of the year. After selling shares, Dragoneer still holds 6,549,747 shares....
Bar Harbor Wealth Management reduced its holding of Exxon Mobil Corporation stocks by 4.1% during the third quarter. The firm now owns 217,449 shares following recent sales....
During the third quarter, Carnegie Investment Counsel increased its holdings in CrowdStrike by 6.7%, acquiring an additional 1,428 shares, bringing its total to 22,601 shares....
The article provides a comparative financial analysis between YY Group (NASDAQ:YYGH) and ABM Industries (NYSE:ABM), focusing on areas such as valuation, profitability, institutional ownership, risk, e...
In the third quarter, Farther Finance Advisors LLC significantly increased its holdings in Innovator Nasdaq-100 Managed Floor ETF (QFLR) by 168.3%, adding an additional 89,177 shares to reach a total ...
GRIMES & Co Wealth Management LLC reduced its holdings of Paychex Inc., a business services provider, by selling 10,933 shares during the third quarter. This reduction resulted in the firm now holding...
The Oregon Public Employees Retirement Fund increased its holdings in Broadridge Financial Solutions Inc stock during the third quarter of 2021 by purchasing an additional 3,248 shares, raising their ...
During the third quarter, Cerity Partners LLC increased its holdings of AppLovin Corporation by 6.3%, adding 1,318 shares to reach a total of 22,260 shares....
GoalVest Advisory LLC increased its investment in Goldman Sachs Physical Gold ETF (NYSEARCA:AAA) by acquiring an additional 70,129 shares during the third quarter. This represents a growth of 103.7%. ...
Railway Pension Investments Ltd increased its shareholding in Bristol Myers Squibb Company by acquiring an additional 40,300 shares in the third quarter. The total holdings now stand at 1,139,600 shar...
Calamos Wealth Management LLC has significantly reduced its stake in Datadog Inc (NASDAQ: DDOG) in the third quarter, decreasing holdings by 69.6% to 39,699 shares after selling 90,691 shares....
Ascent Group LLC has increased its holdings in IBM by 28% during the third quarter of the year, adding 4,297 shares to bring their total to 19,670 shares....
Viking, ZIM Integrated Shipping Services, and Frontline are recommended shipping stocks to watch according to MarketBeat's stock screener tool. These companies operate in the marine transportation ind...
During the third quarter, Diversified Trust Co increased its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by purchasing an additional 12,891 shares. This raised their total ownership to 379,...
CoreCap Advisors LLC increased its holding in Tesla Inc. by 5.6% during the third quarter, adding an additional 1,780 shares to reach a total of 33,559 shares. The portfolio's value now stands at $14....
Harbor Investment Advisory LLC increased its holdings in Capital One Financial Corporation by 114.2% in the third quarter, according to recent SEC filings. The investment firm now owns 7,232 shares af...
GRIMES & Co Wealth Management LLC increased its holdings of McDonald's Corp stock by 20.4% in the 3rd quarter, adding approximately 2,567 shares to reach a total ownership of 15,152 shares....
In Q3 2022, Citizens Financial Group Inc. increased its holdings in CrowdStrike by 128.4%, buying an additional 3,382 shares for a total ownership of 6,015 shares....
GRIMES & Co Wealth Management LLC increased its investment in JPMorgan International Research Enhanced Equity ETF (JIRE) by 40.3% during the third quarter, purchasing additional shares to hold a total...
The Oregon Public Employees Retirement Fund increased its holdings in Carnival Corporation by 36.7% during the third quarter. This increase included an acquisition of 33,327 additional shares, bringin...