Page 32 - Edge Wealth News Today

Journey Strategic Wealth LLC acquired a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 3rd quarter, Holdings Channel reports. The firm acquired 801 shares of the investment management company’s stock, valued at approximately $259,000. Other institutional investors have also recently made changes to their positions in the […]

NewEdge Wealth LLC lessened its position in Quanta Services, Inc. (NYSE:PWR – Free Report) by 2.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,257 shares of the construction company’s stock after selling 267 shares during the quarter. NewEdge Wealth LLC’s holdings in […]

NewEdge Wealth LLC cut its stake in Moelis & Company (NYSE:MC – Free Report) by 0.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 51,291 shares of the asset manager’s stock after selling 466 shares during the period. NewEdge Wealth […]

D.A. Davidson & CO. lessened its position in 3M (NYSE:MMM – Free Report) by 0.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 121,972 shares of the conglomerate’s stock after selling 557 shares during the period. D.A. Davidson & CO.’s holdings in 3M were worth […]

NewEdge Wealth LLC boosted its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 42.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 64,063 shares of the company’s stock after buying an additional 19,131 shares during the quarter. NewEdge Wealth […]

NewEdge Wealth LLC reduced its position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 21.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 30,680 shares of the financial services provider’s stock after selling 8,551 shares during the […]

Blueshift Asset Management LLC lessened its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 56.8% during the third quarter, HoldingsChannel.com reports. The firm owned 1,201 shares of the investment management company’s stock after selling 1,580 shares during the period. Blueshift Asset Management LLC’s holdings in The Goldman Sachs Group were worth […]

NewEdge Wealth LLC decreased its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 55.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,723 shares of the healthcare product maker’s stock after selling 40,036 shares during the quarter. […]

Sowell Financial Services LLC grew its stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 2.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,290 shares of the semiconductor company’s stock after buying an additional 333 shares during the quarter. Sowell […]

AlphaStar Capital Management LLC lowered its holdings in Vistra Corp. (NYSE:VST – Free Report) by 13.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,707 shares of the company’s stock after selling 4,826 shares during the quarter. AlphaStar Capital […]