Business
During the first quarter of 2023, Klein Pavlis & Peasley Financial Inc. made a strategic investment in Fox Corporation (NASDAQ: FOXA), acquiring 4,958 shares...
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All posts tagged "Securities and Exchange Commission"
Business
Choreo LLC has increased its stake in the Eaton Vance Floating-Rate Income Trust (NYSE: EFT) by 3.8% during the first quarter of 2023, according...
Politics
In a significant move, Longbow Finance SA has increased its stake in Intuitive Surgical, Inc. (NASDAQ: ISRG) by 132.0% during the first quarter of...
Business
GW&K Investment Management LLC has decreased its holdings in Fastenal Company (NASDAQ: FAST) by 0.2% during the first quarter of 2023. According to the...
Business
Bernardo Wealth Planning LLC has decreased its holdings in Meta Platforms, Inc. (NASDAQ: META) by 1.3%, according to a recent filing with the Securities...
Business
Brown Advisory Inc. has significantly reduced its holdings in Plains All American Pipeline, L.P. (NYSE:PAA) by 38.5% during the first quarter of 2024. According...
Politics
Evergreen Private Wealth LLC has made a significant investment in the Vanguard Total International Stock ETF (NASDAQ: VXUS) during the first quarter of the...
Business
MQS Management LLC has increased its holdings in Marsh & McLennan Companies, Inc. (NYSE: MMC) during the first quarter of 2023, as revealed in...
Sports
Westmount Partners LLC has reduced its stake in the iShares Select Dividend ETF (NASDAQ: DVY) by 13.0% in the first quarter of 2024. According...
Politics
Quest 10 Wealth Builders Inc. has reduced its stake in Parker-Hannifin Corporation (NYSE:PH) by 25.0% during the first quarter of 2023. According to the...
Business
FUKOKU MUTUAL LIFE INSURANCE Co has slightly reduced its holdings in MetLife, Inc. (NYSE: MET), now owning 447,028 shares of the financial services provider....
Sports
Gateway Wealth Partners LLC has significantly increased its investment in the iShares National Muni Bond ETF (NYSEARCA:MUB) by 57.2% during the first quarter of...
Business
Bank of New York Mellon Corp has reduced its stake in Ryan Specialty Holdings Inc. (NYSE:RYAN) by 4.4% during the first quarter, according to...
Lifestyle
Rik Saylor Financial Inc. has recently taken a significant step by investing approximately $209,000 in shares of Tesla, Inc. (NASDAQ: TSLA) during the first...
Business
Freedom Day Solutions LLC has increased its holdings in the Invesco QQQ ETF by 11.6% in the first quarter, according to its latest Form...
Sports
MJP Associates Inc. ADV has decreased its stake in The Home Depot, Inc. (NYSE: HD) by 1.8% during the first quarter of 2023, as...
Business
Xponance Inc. has expanded its position in Starbucks Corporation (NASDAQ: SBUX) by 1.6% during the first quarter of 2023. According to a recent filing...
Politics
CFC Planning Co LLC has recently acquired a significant stake in Verisk Analytics, Inc. (NASDAQ: VRSK), investing approximately $580,000 to purchase 1,950 shares of...
Sports
Allworth Financial LP has reduced its holdings in the iShares Gold Trust (NYSEARCA: IAU) by 3.4% during the first quarter of 2023, according to...
Politics
Stegent Equity Advisors Inc. has acquired a significant stake in the Pacer Trendpilot International ETF (NYSEARCA: PTIN) during the first quarter of 2023. According...
