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2294 articles • Page 39 of 46

Client 1ST Advisory Group LLC Acquires 13,754 Shares of iShares MSCI EAFE Value ETF $EFV
Client 1ST Advisory Group LLC increased its ownership of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 13,754 shares in the third quarter. As a result, the company now holds a total of...
UnitedHealth Group Incorporated $UNH Shares Bought by Carnegie Investment Counsel
Carnegie Investment Counsel increased its holdings of UnitedHealth Group Inc (NYSE: UNH) by 2.2% in the third quarter through additional purchases worth 2,316 shares, raising its total stake to 105,62...
Ellsworth Advisors LLC Takes Position in McDonald’s Corporation $MCD
In the third quarter, Ellsworth Advisors LLC acquired 4,044 shares of McDonald’s Corporation, valued around $1.235 million, according to a recent SEC filing. The move indicates the firm’s growing inte...
Carnegie Investment Counsel Sells 16,637 Shares of Union Pacific Corporation $UNP
Carnegie Investment Counsel reduced its holdings in Union Pacific Corporation (NYSE: UNP) by selling 16,637 shares during the third quarter. The institutional investor now owns 95,572 shares of the ra...
Invesco QQQ $QQQ Shares Sold by Cohen Klingenstein LLC
Cohen Klingenstein LLC decreased its holdings of Invesco QQQ (NASDAQ:QQQ) by selling 4,485 shares in the third quarter. The firm now owns 321,875 shares of the ETF....
Carnegie Investment Counsel Acquires 4,238 Shares of Vanguard Dividend Appreciation ETF $VIG
Carnegie Investment Counsel increased its holdings of Vanguard Dividend Appreciation ETF (VIG) by buying an additional 4,238 shares in the third quarter. This purchase raised their total ownership to ...
38,904 Shares in Synopsys, Inc. $SNPS Purchased by Carnegie Investment Counsel
In the third quarter, Carnegie Investment Counsel acquired 38,904 shares in Synopsys, Inc. (NASDAQ: SNPS), with a total value of approximately $19,195,000. This new stake is detailed in their most rec...
Carnegie Investment Counsel Lowers Stock Position in NextEra Energy, Inc. $NEE
Carnegie Investment Counsel has decreased its holdings of NextEra Energy's shares by 3.3% during the third quarter through the sale of 14,468 shares, reducing their ownership to 418,891 shares....
CHICAGO TRUST Co NA Sells 4,220 Shares of Amazon.com, Inc. $AMZN
CHICAGO TRUST Co NA reduced its holdings in Amazon.com (AMZN) by 7.1% in the third quarter through the sale of 4,220 shares, resulting in an ownership stake of 54,983 shares....
Eli Lilly and Company $LLY Shares Sold by Covea Finance
Covea Finance reduced its holding in Eli Lilly and Company (NYSE:LLY) shares by 9.9% during the third quarter of the year, selling 4,400 shares and ending up with a total of 40,070 shares....
Fidelity Investment Grade Bond ETF $FIGB Shares Bought by Osaic Holdings Inc.
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...
4,241 Shares in Autodesk, Inc. $ADSK Purchased by Darwin Wealth Management LLC
Darwin Wealth Management LLC has acquired 4,241 shares of Autodesk Inc., increasing their investment by about $1,347,000 in the third quarter....
Adobe Inc. $ADBE Holdings Cut by Darwin Wealth Management LLC
Darwin Wealth Management LLC reduced its holdings of Adobe Inc's shares by 75.3% in the third quarter of 2021, as revealed in their latest Form 13F filing with the SEC. The firm now holds 634 shares a...
Ellsworth Advisors LLC Has $6.55 Million Stake in Advanced Micro Devices, Inc. $AMD
Ellsworth Advisors LLC decreased its stake in Advanced Micro Devices (AMD) by selling 2,461 shares during the third quarter of 2023, reducing their holdings to 40,458 shares valued at $6.55 million as...
Fulton Breakefield Broenniman LLC Cuts Position in McDonald’s Corporation $MCD
Fulton Breakefield Broenniman LLC decreased its holdings in McDonald’s Corporation by 30.1% during the third quarter, reducing its ownership to 50,952 shares....
Burney Co. Cuts Stock Position in UnitedHealth Group Incorporated $UNH
In the third quarter of 2022, Burney Co., an institutional investor, reduced its shareholding in UnitedHealth Group Incorporated (NYSE:UNH) by selling 21.6% of its previous holdings, amounting to a sa...
JPMorgan Ultra-Short Income ETF $JPST Shares Acquired by Ellsworth Advisors LLC
Ellsworth Advisors LLC increased its holdings in JPMorgan's JPST by 1,153% during the third quarter through the purchase of an additional 86,807 shares. The fund now owns 94,336 shares....
Ellsworth Advisors LLC Makes New $2.74 Million Investment in Costco Wholesale Corporation $COST
Ellsworth Advisors LLC acquired 2,873 shares of Costco Wholesale Corporation stock during the third quarter, with a total value of approximately $2.74 million....
Emprise Bank Has $31.36 Million Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT
Emprise Bank increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 11.1% during the third quarter, purchasing an additional 52,260 shares to a total of 522,320 shares valued at a...
Osaic Holdings Inc. Raises Stock Position in Innovator MSCI EAFE Power Buffer ETF – April $IAPR
Osaic Holdings Inc. has increased its shareholding in the Innovator MSCI EAFE Power Buffer ETF (IAPR) by 49.7% during the second quarter, according to SEC filings. The company now holds a total of 103...
Eagle Materials Inc $EXP Shares Bought by Osaic Holdings Inc.
During the second quarter, Osaic Holdings Inc. increased its stake in Eagle Materials Inc (NYSE:EXP) by purchasing an additional 11,823 shares. As a result of this purchase, Osaic now owns a total of ...
Osaic Holdings Inc. Raises Stock Position in Keurig Dr Pepper, Inc $KDP
Osaic Holdings Inc increased its stake in Keurig Dr Pepper by 47.7% during the second quarter as per a recent filing with the SEC, raising its holdings to 92,697 shares....
Dragoneer Investment Group LLC Acquires 1,208,346 Shares of Duolingo, Inc. $DUOL
Dragoneer Investment Group LLC significantly increased its investment in Duolingo by purchasing an additional 1,208,346 shares during the third quarter. This increase brought their total holdings to 1...
SoundHound AI, Inc. $SOUN Shares Purchased by Carnegie Investment Counsel
Carnegie Investment Counsel increased its stake in SoundHound AI Inc (NASDAQ:SOUN) during the third quarter through additional purchases of 164,725 shares, raising its total holdings to 1,363,405 shar...
Carnegie Investment Counsel Sells 155,878 Shares of IonQ, Inc. $IONQ
Carnegie Investment Counsel reduced its holdings in IonQ Inc. by 36.7% during the third quarter, selling 155,878 shares and retaining 268,704 shares, equivalent to about 0.09% ownership....
Zebra Technologies Corporation $ZBRA Shares Sold by Carnegie Investment Counsel
In Q3 2023, Carnegie Investment Counsel reduced its ownership in Zebra Technologies Corporation by selling 20,138 shares or 34.6% of its holdings, down to a total of 38,126 shares....
Lockheed Martin Corporation $LMT Shares Acquired by Carnegie Investment Counsel
Carnegie Investment Counsel increased its stake in Lockheed Martin Corporation (NYSE:LMT) during the 3rd quarter of 2021 by buying an additional 3,031 shares. This acquisition brings their total to 29...
Cwm LLC Buys 32,455 Shares of General Dynamics Corporation $GD
During the third quarter, Cwm LLC increased its stake in General Dynamics Corporation by purchasing an additional 32,455 shares, bringing its total holdings to 105,477 shares. This represents a 44.4% ...
American Tower Corporation $AMT Shares Purchased by Carnegie Investment Counsel
Carnegie Investment Counsel increased its holdings of American Tower Corporation stock (NYSE: AMT) by 3.1% in the third quarter. According to their most recent Form 13F filing with the SEC, they acqui...
Carnegie Investment Counsel Cuts Position in SPDR Portfolio S&P 500 Growth ETF $SPYG
Carnegie Investment Counsel decreased its holding in the SPDR Portfolio S&P 500 Growth ETF (SPYG) by selling 7,803 shares during the third quarter. Post transaction, the firm owned 119,404 shares....
Carnegie Investment Counsel Lowers Stake in TE Connectivity Ltd. $TEL
Carnegie Investment Counsel reduced its holdings in TE Connectivity Ltd. by 2.8% during the third quarter, selling 3,313 shares and holding a total of 114,617 shares post-sale....
Carnegie Investment Counsel Purchases 7,686 Shares of Hologic, Inc. $HOLX
Carnegie Investment Counsel increased its holdings in Hologic Inc. by 3.5% during the third quarter through the purchase of an additional 7,686 shares, bringing its total to 229,214 shares....
Palantir Technologies Inc. $PLTR Stock Position Reduced by Carnegie Investment Counsel
Carnegie Investment Counsel reduced its shareholding in Palantir Technologies Inc. by selling 3,191 shares during the third quarter, resulting in an ownership of 118,483 shares....
Osaic Holdings Inc. Sells 15,873 Shares of MP Materials Corp. $MP
Osaic Holdings Inc. has reduced its shareholding in MP Materials Corp. by 15.1% in the second quarter after selling 15,873 shares, resulting in an ownership stake of 89,584 shares....
Osaic Holdings Inc. Purchases 5,309 Shares of Insulet Corporation $PODD
Osaic Holdings Inc. increased its stake in Insulet Corporation (NASDAQ:PODD) by purchasing an additional 5,309 shares during the second quarter, resulting in a total holding of 8,781 shares....
Osaic Holdings Inc. Has $2.79 Million Stock Position in MGE Energy Inc. $MGEE
In the second quarter, Osaic Holdings Inc. boosted its holdings of MGE Energy Inc. (NASDAQ: MGEE) shares by an additional 14,415 units, resulting in a total stake of 31,499 shares and a stock position...
Osaic Holdings Inc. Grows Stock Position in Innovator International Developed Power Buffer ETF – February $IFEB
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
Osaic Holdings Inc. Has $2.79 Million Stake in iShares Global Healthcare ETF $IXJ
In the second quarter, Osaic Holdings Inc. increased its holdings of iShares Global Healthcare ETF (IXJ) by 27.7%, adding 7,014 shares to reach a total of 32,370 shares valued at $2.79 million....
Osaic Holdings Inc. Has $2.90 Million Holdings in Baker Hughes Company $BKR
Osaic Holdings Inc reduced its stake in Baker Hughes Company by 16.9% during the second quarter, resulting in ownership of 75,326 shares after selling off 15,269 shares....
Osaic Holdings Inc. Has $2.73 Million Stock Position in AdvisorShares Q Dynamic Growth ETF $QPX
Osaic Holdings Inc. increased its holdings of AdvisorShares Q Dynamic Growth ETF (NYSEARCA:QPX) by 19.4% in the second quarter by purchasing an additional 11,435 shares to reach a total of 70,474 shar...
Osaic Holdings Inc. Has $2.88 Million Stock Position in SPDR S&P Homebuilders ETF $XHB
Osaic Holdings Inc. reduced its holdings of the SPDR S&P Homebuilders ETF (XHB) in Q2, shedding 7,187 shares to own 29,199 shares with a value of approximately $3 million post-sale....
Invesco ESG NASDAQ 100 ETF $QQMG Shares Acquired by Osaic Holdings Inc.
Osaic Holdings Inc. increased its holdings in Invesco ESG NASDAQ 100 ETF (Ticker: QQMG) by 64.4% during the second quarter, based on a recent SEC filing via Form 13F. The company now owns 74,924 share...
Osaic Holdings Inc. Increases Stake in iShares Interest Rate Hedged High Yield Bond ETF $HYGH
Osaic Holdings Inc. increased its stake in the iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH) by 26.1% during the second quarter, adding 6,861 shares to reach a total of 33,101 share...
Osaic Holdings Inc. Purchases 5,321 Shares of Goldman Sachs Hedge Industry VIP ETF $GVIP
Osaic Holdings Inc. increased its shareholding in Goldman Sachs Hedge Industry VIP ETF (GVIP) by purchasing an additional 5,321 shares during the second quarter, increasing its total holdings to 20,27...
Carnegie Investment Counsel Has $32.57 Million Holdings in Public Storage $PSA
Carnegie Investment Counsel increased its holdings in Public Storage by 23% in Q3, adding 21,073 shares to reach a total of 112,769 shares....
Carnegie Investment Counsel Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT
Carnegie Investment Counsel increased its holdings of the iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) by 14.5% during the third quarter, adding 96,601 shares to reach a total holding of 761,4...
Carnegie Investment Counsel Has $49.83 Million Stake in Zoetis Inc. $ZTS
Carnegie Investment Counsel increased its stake in Zoetis Inc. by 6.8% during the third quarter, adding 21,563 shares to its holdings, which now total 340,532 shares valued at $49.83 million....
Carnegie Investment Counsel Lowers Stock Position in Ecolab Inc. $ECL
Carnegie Investment Counsel reduced its shareholding in Ecolab Inc by 3.6% during the third quarter of the year. The company owned 147,424 shares after selling 5,428 shares....
Cliftonlarsonallen Wealth Advisors LLC Has $5.10 Million Holdings in JPMorgan Chase & Co. $JPM
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in JPMorgan Chase & Co by 16.4% during the third quarter, selling 3,177 shares and retaining a total of 16,163 shares....
Merck & Co., Inc. $MRK Shares Sold by Comprehensive Financial Consultants Institutional Inc.
Comprehensive Financial Consultants Institutional Inc. reduced its holdings of Merck & Co.'s shares (NYSE: MRK) by 68.3% in the third quarter, selling 7,356 shares and now owning 3,415 shares as per t...
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