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Cerity Partners LLC Buys 354,392 Shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
Cerity Partners LLC lifted its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 72.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Accenture plc (NYSE:ACN) Shares Sold by Penserra Capital Management LLC
Penserra Capital Management LLC reduced its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,284... More of this article »
Swedbank AB Decreases Stock Holdings in Elevance Health, Inc. (NYSE:ELV)
Swedbank AB lowered its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 0.1% during the 3rd quarter, Holdings Channel reports. The firm owned 141,641 shares of the company’s stock after selling 136 shares... More of this article »
Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Shares Sold by Pitcairn Co.
Pitcairn Co. cut its holdings in shares of Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) by 12.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Procore Technologies, Inc. (NYSE:PCOR) Insider Sells $564,743.04 in Stock
Procore Technologies, Inc. (NYSE:PCOR – Get Free Report) insider Steven Scott Davis sold 7,914 shares of the business’s stock in a transaction on Thursday, November 21st. The stock was sold at an average price of $71.36,... More of this article »
Meridian Wealth Management LLC Increases Stock Holdings in Blackstone Inc. (NYSE:BX)
Meridian Wealth Management LLC lifted its position in Blackstone Inc. (NYSE:BX – Free Report) by 18.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Raymond James Trust N.A. Buys 13,644 Shares of BlackRock Science and Technology Trust (NYSE:BST)
Raymond James Trust N.A. grew its stake in shares of BlackRock Science and Technology Trust (NYSE:BST – Free Report) by 124.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Acquired by Westfield Capital Management Co. LP
Westfield Capital Management Co. LP lifted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 147,816 shares... More of this article »
Journey Advisory Group LLC Has $5.38 Million Stock Position in Visa Inc. (NYSE:V)
Journey Advisory Group LLC lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 0.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,511... More of this article »
Marco Investment Management LLC Buys 510 Shares of Medtronic plc (NYSE:MDT)
Marco Investment Management LLC boosted its position in Medtronic plc (NYSE:MDT – Free Report) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Garner Asset Management Corp Grows Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)
Garner Asset Management Corp raised its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 4.1% during the third quarter, HoldingsChannel reports. The fund owned 4,125 shares of the business services provider’s... More of this article »
Managed Asset Portfolios LLC Sells 51,451 Shares of Novartis AG (NYSE:NVS)
Managed Asset Portfolios LLC reduced its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 21.0% during the third quarter, HoldingsChannel.com reports. The fund owned 193,359 shares of the company’s stock after... More of this article »
Gentry Private Wealth LLC Invests $210,000 in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)
Gentry Private Wealth LLC bought a new position in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Gentry Private Wealth LLC Sells 686 Shares of Kenvue Inc. (NYSE:KVUE)
Gentry Private Wealth LLC trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 3.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 19,211 shares of the company’s... More of this article »
Chubb Limited (NYSE:CB) Shares Acquired by Pekin Hardy Strauss Inc.
Pekin Hardy Strauss Inc. boosted its holdings in Chubb Limited (NYSE:CB – Free Report) by 3.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Great Valley Advisor Group Inc. Boosts Holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Great Valley Advisor Group Inc. lifted its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Shares Acquired by Icon Wealth Advisors LLC
Icon Wealth Advisors LLC increased its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 72.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Estate Counselors LLC Purchases New Shares in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)
Estate Counselors LLC acquired a new position in shares of Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,450... More of this article »
Gentry Private Wealth LLC Decreases Position in FS KKR Capital Corp. (NYSE:FSK)
Gentry Private Wealth LLC trimmed its stake in FS KKR Capital Corp. (NYSE:FSK – Free Report) by 3.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Nabors Energy Transition Corp. II (NASDAQ:NETD) Holdings Lowered by Periscope Capital Inc.
Periscope Capital Inc. cut its stake in Nabors Energy Transition Corp. II (NASDAQ:NETD – Free Report) by 42.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Nwam LLC Purchases New Position in Parker-Hannifin Co. (NYSE:PH)
Nwam LLC purchased a new position in Parker-Hannifin Co. (NYSE:PH – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,596... More of this article »
Meridian Wealth Management LLC Makes New Investment in Humana Inc. (NYSE:HUM)
Meridian Wealth Management LLC purchased a new stake in shares of Humana Inc. (NYSE:HUM – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Fair Isaac Co. (NYSE:FICO) Stock Holdings Lowered by Westfield Capital Management Co. LP
Westfield Capital Management Co. LP trimmed its holdings in shares of Fair Isaac Co. (NYSE:FICO – Free Report) by 28.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) Shares Acquired by Centaurus Financial Inc.
Centaurus Financial Inc. grew its position in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 13.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 25,985 shares of the company’s... More of this article »
Garner Asset Management Corp Sells 2,288 Shares of PennantPark Investment Co. (NASDAQ:PNNT)
Garner Asset Management Corp trimmed its holdings in shares of PennantPark Investment Co. (NASDAQ:PNNT – Free Report) by 2.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 104,326 shares... More of this article »
Larson Financial Group LLC Has $22.26 Million Stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)
Larson Financial Group LLC trimmed its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 7.7% in the third quarter, according to the company in its most recent Form 13F filing... More of this article »
Garner Asset Management Corp Purchases 8,790 Shares of Invesco Senior Loan ETF (NYSEARCA:BKLN)
Garner Asset Management Corp boosted its position in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 11.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Capital Investment Counsel LLC Increases Holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)
Capital Investment Counsel LLC increased its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 13.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Baltimore Washington Financial Advisors Inc. Has $42.44 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Baltimore Washington Financial Advisors Inc. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent filing with the Securities... More of this article »
Wescott Financial Advisory Group LLC Increases Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Wescott Financial Advisory Group LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
StoneX Group Inc. Has $2.37 Million Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
StoneX Group Inc. grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
CytoMed Therapeutics (NASDAQ:GDTC) Trading Up 2.7% – Time to Buy?
CytoMed Therapeutics Limited (NASDAQ:GDTC – Get Free Report)’s stock price traded up 2.7% during mid-day trading on Friday . The company traded as high as $2.35 and last traded at $2.26. 2,686 shares traded hands during... More of this article »
Citizens Financial Group Inc. RI Purchases 938 Shares of Truist Financial Co. (NYSE:TFC)
Citizens Financial Group Inc. RI increased its position in Truist Financial Co. (NYSE:TFC – Free Report) by 10.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 9,548 shares of the insurance... More of this article »
Wealth Dimensions Group Ltd. Acquires Shares of 1,484 Blackstone Inc. (NYSE:BX)
Wealth Dimensions Group Ltd. bought a new stake in Blackstone Inc. (NYSE:BX – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought... More of this article »
Fiserv, Inc. (NYSE:FI) Shares Sold by Pitcairn Co.
Pitcairn Co. trimmed its position in Fiserv, Inc. (NYSE:FI – Free Report) by 5.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,643... More of this article »
Truepoint Inc. Has $889,000 Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)
Truepoint Inc. raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Westfield Capital Management Co. LP Purchases 16,912 Shares of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Westfield Capital Management Co. LP boosted its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 3.7% in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
BioXcel Therapeutics (NASDAQ:BTAI) Amends Credit Agreement and Appoints New Director
BioXcel Therapeutics, Inc. filed a Form 8-K with the Securities and Exchange Commission on November 21, 2024, detailing the Fifth Amendment to its Credit Agreement and Guaranty. The amendment, which was entered into on the same date,... More of this article »
IEH (OTCMKTS:IEHC) Shares Down 5.6% – Here’s Why
IEH Co. (OTCMKTS:IEHC – Get Free Report) fell 5.6% during mid-day trading on Friday . The stock traded as low as $8.50 and last traded at $8.50. 449 shares changed hands during trading, a decline of 88% from the average session... More of this article »
Senvest Management LLC Reduces Position in Axcelis Technologies, Inc. (NASDAQ:ACLS)
Senvest Management LLC decreased its position in Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 3.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Bought by Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
MGB Wealth Management LLC Buys 100 Shares of Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN)
MGB Wealth Management LLC increased its stake in Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN – Free Report) by 12.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
H&E Equipment Services, Inc. (NASDAQ:HEES) Holdings Raised by Algert Global LLC
Algert Global LLC increased its holdings in H&E Equipment Services, Inc. (NASDAQ:HEES – Free Report) by 40.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
WESPAC Advisors LLC Buys 429 Shares of Marathon Petroleum Co. (NYSE:MPC)
WESPAC Advisors LLC grew its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 10.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Kingsview Wealth Management LLC Has $8.29 Million Stock Holdings in Brunswick Co. (NYSE:BC)
Kingsview Wealth Management LLC increased its position in shares of Brunswick Co. (NYSE:BC – Free Report) by 4.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Whirlpool Co. (NYSE:WHR) Position Boosted by Round Hill Asset Management
Round Hill Asset Management increased its stake in Whirlpool Co. (NYSE:WHR – Free Report) by 5.7% during the third quarter, HoldingsChannel.com reports. The fund owned 12,154 shares of the company’s stock after buying... More of this article »
Charles Schwab Investment Management Inc. Acquires 16,202 Shares of CBRE Group, Inc. (NYSE:CBRE)
Charles Schwab Investment Management Inc. increased its holdings in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 0.9% during the third quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Pacer Advisors Inc. Sells 32,683 Shares of Meta Platforms, Inc. (NASDAQ:META)
Pacer Advisors Inc. lowered its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »