investments
111 articles • Page 2 of 3
Trilogy Capital Inc. increased its holdings of iShares MBS ETF (NASDAQ:MBB) by 33.2% in the third quarter, adding an additional 5,479 shares to reach a total of 21,980 shares, as reported in their lat...
During the 3rd quarter, Generali Asset Management SPA SGR increased its holdings in Alphabet Inc. (NASDAQ: GOOGL) by purchasing an additional 4,615 shares, resulting in a total of 497,788 shares....
According to its latest 13F filing with the Securities and Exchange Commission, FengHe Fund Management Pte. Ltd. has reduced its stake in semiconductor company Marvell Technology, Inc. (NASDAQ: MRVL) ...
Rokmaster Resources Corp., listed on the Canadian Securities Exchange with the stock symbol CVE:RKR, experienced a significant rise of 33.3% in trading over the weekend. During mid-day trading, the hi...
Foronjy Financial LLC purchased 1,656 shares of Alphabet Inc.'s stock during the third quarter, with a total value of approximately $403,000 as shown in their latest filing with the Securities and Exc...
Heck Capital Advisors LLC significantly increased its holdings in iShares 1-3 Year Treasury Bond ETF (SHY) by 488.8% during the third quarter, acquiring an additional 115,344 shares to own a total of ...
Dock Street Asset Management Inc. has acquired 7,731 shares in the iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) during Q3 as reported in its submission of Form 13F to the SEC, valuing their ne...
CoreCap Advisors LLC reduced its investment in Ford Motor Company by selling 58,033 shares during the third quarter, resulting in a total of 117,575 shares held....
Merit Financial Group LLC bought 34,389 shares of Chewy Inc. (NYSE: CHWY) worth about $1.39 million, as per a recent filing with the SEC....
During the third quarter, Goldstone Financial Group LLC increased its holdings of Alphabet Inc.'s (NASDAQ:GOOGL) shares by purchasing an additional 2,381 shares. The company now owns a total of 15,942...
Merit Financial Group LLC increased its holdings in Carlisle Companies Incorporated (NYSE: CSL) by purchasing an additional 1,560 shares during the third quarter, raising its total ownership to 3,683 ...
Gateway Investment Advisers LLC has decreased its shareholding in NextEra Energy Inc. by 20.2% during the third quarter of 2023, selling 19,862 shares to retain a total ownership of 78,498 shares as p...
Railway Pension Investments Ltd decreased its holdings in PTC Inc by 91.5% during the third quarter. The company's stake stands at 15,426 shares after selling 166,900 shares....
Global Retirement Partners LLC increased its holdings of the iShares Core S&P 500 ETF (ticker: IVV) by 4.4% during Q3, purchasing an additional 6,144 shares to bring its total number of shares held to...
GoalVest Advisory LLC increased its holdings of The Estee Lauder Companies Inc. (NYSE: EL) shares by 465.3% in the third quarter, purchasing an additional 7,910 shares to own a total of 9,610 shares a...
WestEnd Advisors LLC increased its stake in the Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter. The institutional investor now holds a total of 1,390,364 shares after acquiring...
Railway Pension Investments Ltd increased its shareholding in AbbVie Inc. by 33% in the third quarter, adding 211,800 shares to reach a total of 853,949 shares....
Railway Pension Investments Ltd increased its holdings in Ross Stores, Inc. by 103.3% during the third quarter of 2023, acquiring an additional 9,300 shares to a total of 18,300 shares....
Railway Pension Investments Ltd increased its holdings in S&P Global Inc. (NYSE: SPGI) by 76% during the third quarter, adding 141,300 shares to reach a total of 327,200 shares....
Davis Capital Management has purchased 32,482 shares of Cisco Systems Inc., valued at approximately $2.2 million, increasing its stake in the company by about 1.5% as per the latest 13F filing with th...
Institutional investor, Diversified Trust Co., reduced its holdings in Brady Corporation (NYSE:BRC) by 48.7% during the third quarter. The firm sold 7,555 shares, leaving them with 7,950 shares....
Ethic Inc. has acquired 87,456 shares of Flowers Foods valued at approximately $1,141,000 during the third quarter, as reported in its most recent SEC filing....
Diversified Trust Co decreased its holdings in MetLife Inc by selling 23,301 shares during the third quarter, reducing its ownership to 8,301 shares. The institutional investor reported this informati...
The article contrasts two small-cap services companies, Medirom Healthcare Technologies and Regis, focusing on analyst recommendations, institutional ownership, earnings, profitability, valuation, div...
According to MarketBeat's stock screener tool, CAVA Group, Albertsons Companies, and Casey's General Stores are the top grocery stocks to watch today. These companies operate in supermarkets, grocery ...
Calamos Wealth Management LLC increased its holding of Caterpillar Inc. (NYSE: CAT) by 38% during the third quarter, adding 1,136 shares to a total position of 4,122 shares valued at $1.97 million....
Confluence Investment Management LLC reduced its holdings of Microsoft Corp (NASDAQ: MSFT) by 2.1% during the third quarter by selling 3,405 shares, resulting in an ownership of 161,782 shares....
Fort Washington Investment Advisors Inc. OH Buys 123,912 Shares of Merit Medical Systems, Inc. $MMSI
Fort Washington Investment Advisors Inc. in Ohio increased its holdings in Merit Medical Systems Inc (NASDAQ: MMSI) during the third quarter of the year. After purchasing an additional 123,912 shares,...
Farmers & Merchants Investments Inc. reduced its holdings of Amphenol Corporation by 6.5% during the third quarter by selling 24,767 shares, resulting in an ownership of 355,321 shares....
Diversified Trust Co increased its stake in AutoZone Inc (NYSE:AZO) by 11% in the third quarter by purchasing an additional 340 shares, bringing the total to 3,429....
Japanese beverage company Yomeishu has entered into exclusive negotiations with private equity firm KKR as part of a broader trend toward corporate buyouts in Japan due to recent governance reforms....
Permanent Capital Management LP acquired 5,990 shares of Northern Trust Corporation's stock in the third quarter, valued at approximately $811,000. This information was disclosed through a Form 13F fi...
Permanent Capital Management LP bought a new stake worth approximately $7,267,000 in the third quarter by purchasing 269,653 shares of SPDR Portfolio Long Term Treasury ETF stock....
Permanent Capital Management LP has acquired 656,678 shares of the Vanguard FTSE Developed Markets ETF (VEA) during the third quarter, with a total value of approximately $39.348 million....
Sowell Financial Services LLC increased its investment in FirstEnergy Corporation by purchasing an additional 15,469 shares during the third quarter, bringing their total holdings to 76,611 shares....
Roffman Miller Associates Inc. PA reduced its stake in Alphabet Inc.'s stock by 2.1% during the third quarter, selling 8,699 shares and holding a total of 413,232 shares valued at $100.46 million....
Seneca House Advisors has reduced its holdings in Microsoft by selling 3,049 shares in the third quarter, leaving them with a total of 28,560 shares. This reduction brings Microsoft's share down to ap...
Osaic Holdings Inc. significantly increased its holdings of Fidelity Investment Grade Bond ETF (FIGB) by purchasing an additional amount of shares in the second quarter, raising its stake by 195.5%. T...
Ellsworth Advisors LLC acquired a new stake in Expedia Group Inc. during the third quarter, purchasing 19,833 shares worth about $4.33 million. The company's stock was valued at approximately this amo...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in Pacer US Small Cap Cash Cows ETF (CALF) by selling 14,739 shares during the third quarter, resulting in a total holding o...
Harbor Capital Advisors Inc. decreased its holdings in Primoris Services Co. by 65.5% in Q3, reducing its stock from 38,006 to 13,100 shares as per the most recent Form 13F filing with the SEC....
Cwm LLC reduced its holdings of iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the third quarter, reducing ownership to 4,798,004 shares after selling 443,395 shares....
Cwm LLC increased its holdings of JPMorgan Active Growth ETF (NYSEARCA:JGRO) by 3.5% during the third quarter, acquiring an additional 50,038 shares, leading to a total ownership stake of 1,484,745 sh...
Central Bank & Trust Co. reduced its holdings in NVIDIA Corporation during Q3, decreasing their stock count from 427,888 to 398,593 shares due to selling activities....
Cambridge Advisors Inc. increased its holdings by 13.9% during the third quarter by acquiring an additional 25,316 shares, bringing their total ownership to 206,939 shares....
GRIMES & Co Wealth Management LLC significantly reduced its investment in lululemon athletica inc., cutting its holdings by 61.5% during the third quarter. The firm sold off 34,357 shares and now hold...
In the third quarter, the Alaska Department of Revenue increased its holdings in DXC Technology Company by 23.6%, acquiring an additional 70,782 shares to hold a total of 370,768 shares....
Farnam Financial LLC reduced its holdings of Schwab US Large-Cap ETF (symbol: SCHX) by 9.2% during Q3, selling off 52,675 shares but still owning a total of 520,427 shares....
During the third quarter, Diversified Trust Co increased its holdings in Medtronic PLC by purchasing an additional 23,906 shares. As a result, their total stock ownership reached 96,875 shares....
Iams Wealth Management LLC has significantly increased its holdings in Alphabet Inc., boosting its stake by 42.3% during the third quarter. The firm added an additional 2,280 shares to its existing po...