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2294 articles • Page 36 of 46

Aspire Biopharma Holdings, Inc. (NASDAQ:ASBP) Sees Significant Growth in Short Interest
As of December 15th, Aspire Biopharma Holdings, Inc. registered a significant rise in short interest to 13,528,238 shares, marking an increase of 36.9% from the previous total of 9,881,577 shares as o...
Automatic Data Processing, Inc. $ADP Stock Position Increased by Diversified Trust Co
Diversified Trust Co increased its holdings in Automatic Data Processing, Inc. (NASDAQ: ADP) during the third quarter of 2023. The firm's stock ownership grew by 91.2% to encompass a total of 18,085 s...
Lam Research Corporation $LRCX Stock Position Raised by Diversified Trust Co
Diversified Trust Co increased its shareholding in Lam Research Corporation by 34.4% during the third quarter of the year. This increment is due to additional purchases of 8,172 shares bringing total ...
Diversified Trust Co Boosts Position in Gen Digital Inc. $GEN
Diversified Trust Co increased its holdings in Gen Digital Inc by 11.9% during the third quarter. The firm acquired an additional 23,035 shares, bringing their total to 217,396 shares of Gen Digital s...
Philip Morris International Inc. $PM Shares Sold by Diversified Trust Co
Diversified Trust Co reduced its holdings of Philip Morris International Inc. (NYSE: PM) by 32.5% in the third quarter, selling 26,955 shares and retaining 55,930 shares....
Diversified Trust Co Lowers Stake in Elevance Health, Inc. $ELV
Diversified Trust Co reduced its shareholding in Elevance Health, Inc. (ELV) by 5.7% in the third quarter of 2023 through the sale of 2,058 shares, resulting in a current holding of 34,151 shares valu...
PPG Industries, Inc. $PPG Shares Purchased by Diversified Trust Co
Diversified Trust Co increased its holdings in PPG Industries Inc (NYSE: PPG) shares by 18.8% during the third quarter by acquiring an additional 8,713 shares, making their total ownership stand at 54...
Apollo Global Management Inc. $APO Shares Bought by Diversified Trust Co
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
Diversified Trust Co Has $12.05 Million Stock Position in Amgen Inc. $AMGN
During the third quarter, Diversified Trust Co increased its position in Amgen Inc. stock (NASDAQ:AMGN) by 8.9%, adding an additional 3,471 shares to its holdings of 42,681 shares as reported to the S...
Palantir Technologies Inc. $PLTR Shares Acquired by Diversified Trust Co
In the third quarter, Diversified Trust Co increased its stake in Palantir Technologies Inc. by 67.9%, adding 17,659 shares to its existing holdings, bringing its total ownership to 43,650 shares of N...
Diversified Trust Co Raises Holdings in Colgate-Palmolive Company $CL
Diversified Trust Co increased its holdings in Colgate-Palmolive Company (NYSE: CL) by 12.8% during the third quarter. The institutional investor purchased an additional 10,892 shares, raising its tot...
Diversified Trust Co Increases Position in iShares S&P 500 Growth ETF $IVW
Diversified Trust Co significantly increased its holdings of iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 251.4% during the third quarter, adding an additional 30,463 shares to bring total ownership ...
Diversified Trust Co Increases Holdings in Chubb Limited $CB
In its recent filing with the Securities and Exchange Commission, Diversified Trust Co reported an increased stake in Chubb Limited (NYSE:CB) for the third quarter by 4.3%, following the purchase of a...
Ergawealth Advisors Inc. Sells 68,568 Shares of FT Vest Rising Dividend Achievers Target Income ETF $RDVI
Ergawealth Advisors Inc. decreased its holdings by 35.7% in the third quarter, selling 68,568 shares to own a total of 123,337 shares of FT Vest Rising Dividend Achievers Target Income ETF....
Procter & Gamble Company (The) $PG Shares Sold by Diversified Trust Co
Diversified Trust Co reduced its holdings in Procter & Gamble Company (NYSE:PG) by 8.2% during the third quarter, selling off 11,571 shares and now holding a total of 130,090 shares....
Clark Asset Management LLC Buys 71,310 Shares of Invesco BulletShares 2026 Corporate Bond ETF $BSCQ
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ: BSCQ) by purchasing an additional 71,310 shares during the third quarter. This acquisition ra...
Bravias Capital Group LLC Buys 3,340 Shares of Vanguard Dividend Appreciation ETF $VIG
Bravias Capital Group LLC increased its holdings in the Vanguard Dividend Appreciation ETF (VIG) by 285.5% during the third quarter, purchasing an additional 3,340 shares and now owning a total of 4,5...
First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Stake Lessened by Ergawealth Advisors Inc.
During the third quarter, Ergawealth Advisors Inc. reduced its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) by selling 83,398 shares. As a result of this sale, they now own 18...
Brown Shipley& Co Ltd Sells 15,181 Shares of Fortive Corporation $FTV
Brown Shipley & Co Ltd reduced its holdings in Fortive Corporation by selling 15,181 shares in the third quarter, leaving it with only 1,051 shares. This sale resulted in a reduction of nearly 93.5% o...
Ergawealth Advisors Inc. Sells 2,911 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
Ergawealth Advisors Inc. reduced its holdings in the iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by selling 2,911 shares in Q3. The firm now possesses 1,450 shares of the ETF's stock....
First Trust Rising Dividend Achievers ETF $RDVY Shares Sold by Ergawealth Advisors Inc.
Ergawealth Advisors Inc decreased its holdings of the NASDAQ-listed First Trust Rising Dividend Achievers ETF (RDVY) by 36% in Q3, offloading 97,766 shares and retaining ownership of 173,824 shares....
Clark Asset Management LLC Increases Position in Vanguard Intermediate-Term Bond ETF $BIV
Clark Asset Management LLC increased its stake in Vanguard Intermediate-Term Bond ETF (ticker: BIV) by 8.9% during the third quarter, after purchasing additional shares amounting to 16,849, bringing t...
Clark Asset Management LLC Boosts Stock Position in iShares Russell 2000 ETF $IWM
Clark Asset Management LLC increased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by 123.2% in the third quarter. They now own 3,752 shares after purchasing additional stocks....
Ergawealth Advisors Inc. Acquires 750,861 Shares of First Trust BuyWrite Income ETF $FTHI
Ergawealth Advisors Inc. has increased its ownership in the First Trust BuyWrite Income ETF (FTHI) by 203.2%, adding 750,861 shares to their total holdings now totaling 1,120,410 shares of the ETF....
Clark Asset Management LLC Has $7.03 Million Stock Holdings in Invesco BulletShares 2032 Corporate Bond ETF $BSCW
Clark Asset Management LLC raised its stock holdings of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in the third quarter by 30.4%, acquiring an additional 78,355 shares to reach a total owners...
Diversified Trust Co Has $100.76 Million Holdings in Vanguard Extended Market ETF $VXF
Diversified Trust Co increased its holdings of Vanguard Extended Market ETF (VXF) by 3.2% in the third quarter, purchasing an additional 15,105 shares to reach a total ownership of 481,340 shares....
Ergawealth Advisors Inc. Boosts Stake in Capital Group New Geography Equity ETF $CGNG
Ergawealth Advisors Inc., an institutional investor, significantly increased its holdings of Capital Group New Geography Equity ETF (CGNG) by 396% in Q3. The purchase involved an additional 57,193 sha...
Clark Asset Management LLC Acquires New Holdings in iShares Dow Jones U.S. ETF $IYY
Clark Asset Management LLC purchased 3,540 shares of the iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the third quarter, with a total valuation of approximately $575,000....
Best Telecom Stocks Worth Watching – December 29th
According to MarketBeat's stock screener tool, seven telecom stocks are recommended for investor attention: AT&T, TELUS, Vodafone Group, Dycom Industries, America Movil, SK Telecom, and Telephone and ...
Howard Hughes (NYSE:HHH) Director R Scot Sellers Buys 5,000 Shares of Stock
R Scot Sellers, a director of Howard Hughes Holdings Inc., purchased 5,000 shares at an average price of $77.94 per share on December 23rd, bringing his total acquisition value to $389,700 and increas...
Amplitude (NASDAQ:AMPL) CEO Spenser Skates Sells 42,743 Shares of Stock
Spenser Skates, President and Chief Executive Officer of Amplitude Inc., sold 42,743 shares on December 24th for an amount totaling $513,343.43 when the stock was trading at $12.01 per share....
Amazon.com, Inc. $AMZN Shares Purchased by Parcion Private Wealth LLC
In the third quarter, Parcion Private Wealth LLC increased its holdings of Amazon.com Inc.'s shares by 7.5%, adding an additional 5,110 shares to reach a total of 73,457 shares....
Valley National Advisers Inc. Sells 41,010 Shares of Tapestry, Inc. $TPR
Valley National Advisers Inc. decreased its holdings in Tapestry, Inc. by selling 41,010 shares during the third quarter, resulting in ownership of 1,456 shares of the company's stock. This represents...
Permanent Capital Management LP Purchases Shares of 10,032 SPDR Gold Shares $GLD
Permanent Capital Management LP acquired a new holding in SPDR Gold Shares (NYSEARCA: GLD) during the third quarter. The firm's purchase included 10,032 shares with an estimated value of roughly $3.56...
Iams Wealth Management LLC Has $2.92 Million Stock Position in Meta Platforms, Inc. $META
Iams Wealth Management LLC increased its stock position in Meta Platforms Inc by 60.7% during the third quarter of 2023 through additional purchases of 1,502 shares, resulting in a total ownership of ...
Permanent Capital Management LP Acquires New Position in iShares Russell 1000 Growth ETF $IWF
Permanent Capital Management LP purchased 8,753 shares of the iShares Russell 1000 Growth ETF (ticker: IWF) valued at approximately $4.1 million during the third quarter....
Valley National Advisers Inc. Has $97,000 Stock Holdings in Cardinal Health, Inc. $CAH
Valley National Advisers Inc. reduced its holdings of Cardinal Health Inc. shares by 96.2% during the third quarter, as reported through a Form 13F filing with the US Securities and Exchange Commissio...
Perigon Wealth Management LLC Increases Stake in Chevron Corporation $CVX
Perigon Wealth Management LLC reported an increase in its持股比例,该公司在第三季度购买了11,875股雪佛龙公司的股票,并且目前持有该公司的股票总量为73,448股。...
Vontobel Holding Ltd. Decreases Stake in JPMorgan Chase & Co. $JPM
Vontobel Holding Ltd. reduced its stake in JPMorgan Chase & Co. by 4.1% during the third quarter, selling 15,531 shares and retaining ownership of 361,531 shares based on recent SEC filings....
Meyer Handelman Co. Sells 5,425 Shares of The Home Depot, Inc. $HD
Meyer Handelman Co. reduced its stock holdings in The Home Depot Inc. by selling 5,425 shares in the third quarter, as reported in a recent Form 13F filing with the SEC. After this transaction, Meyer ...
Sowell Financial Services LLC Purchases 15,678 Shares of Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR
Sowell Financial Services LLC increased its holdings in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA: GCOR) by purchasing an additional 15,678 shares during the third quarter. After this tra...
53,341 Shares in ARS Pharmaceuticals, Inc. $SPRY Purchased by Permanent Capital Management LP
Permanent Capital Management LP bought a new position of 53,341 shares of ARS Pharmaceuticals Inc., valued at about $536,000, in the third quarter. The investment was disclosed through a 13F filing wi...
Coca-Cola Europacific Partners $CCEP Holdings Cut by Marathon Asset Management Ltd
Marathon Asset Management Ltd decreased its holdings in Coca-Cola Europacific Partners by 1.3% in the third quarter, selling 14,892 shares and maintaining ownership over 1,165,190 shares....
Global X Emerging Markets Bond ETF $EMBD Shares Sold by Regatta Capital Group LLC
Regatta Capital Group LLC reduced its holdings of Global X Emerging Markets Bond ETF (NYSEARCA:EMBD) by 63.5% in the third quarter, selling 23,500 shares and maintaining ownership of 13,483 shares....
Brookfield Corporation $BN Holdings Cut by Marathon Asset Management Ltd
Marathon Asset Management Ltd reduced its holdings in Brookfield Corporation by selling 83,126 shares in the third quarter, resulting in ownership of 1,390,733 shares. This represents a 5.6% reduction...
Permanent Capital Management LP Acquires New Position in Golar LNG Limited $GLNG
Permanent Capital Management LP has acquired 52,303 shares of Golar LNG Limited's stock, valued at approximately $2,114,000, according to recent SEC filings. This purchase marks the establishment of a...
Melone Private Wealth LLC Has $6.99 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR
Melone Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF (IJR) by 23% during the third quarter, adding 10,992 shares to bring total ownership to 58,801 shares....
Pacer Advisors Inc. Decreases Holdings in Alphabet Inc. $GOOG
Pacer Advisors Inc. reduced its holdings in Alphabet Inc. by 2.5% during the third quarter, as revealed through a SEC filing. After selling 13,633 shares, the firm now holds 533,855 shares of the comp...
Granite Bay Wealth Management LLC Sells 3,366 Shares of Alphabet Inc. $GOOG
During the third quarter, Granite Bay Wealth Management LLC decreased its holdings in Alphabet Inc. by selling 3,366 shares, reducing its ownership to 35,349 shares. This information was disclosed thr...
Permanent Capital Management LP Buys Shares of 11,230 Brunswick Corporation $BC
Permanent Capital Management LP bought a new stake in Brunswick Corporation's shares (NYSE:BC) during the third quarter, as reported in their recent 13F filing with the SEC. The purchase included 11,2...
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