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December 14, 2023
Wallace Advisory Group LLC purchased a new stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,944 shares of the software maker’s stock, valued at approximately $439,000. Several other large investors have […]
December 14, 2023
Confluence Investment Management LLC lifted its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 1.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,083,432 shares of the financial services provider’s stock after purchasing an additional 22,171 shares during the period. Confluence Investment Management LLC’s holdings in […]
December 14, 2023
Resource Consulting Group Inc. grew its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 40.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 5,219 shares of the company’s stock after acquiring an additional 1,490 shares during the quarter. Vanguard Total Stock Market ETF makes up approximately 0.2% of Resource Consulting […]
December 14, 2023
Bromfield Sneider Wealth Advisors reduced its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 95,346 shares of the company’s stock after selling 2,466 shares during the quarter. Vanguard Growth ETF […]
December 14, 2023
Foundations Investment Advisors LLC grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 24.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 29,493 shares of the company’s stock after purchasing an additional 5,866 shares during the […]
December 13, 2023
Humankind Investments LLC purchased a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,659 shares of the insurance provider’s stock, valued at approximately $288,000. Several other large investors have also […]
December 13, 2023
Veritas Asset Management LLP boosted its holdings in Yum China Holdings, Inc. (NYSE:YUMC – Free Report) by 24.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,540,000 shares of the company’s stock after acquiring an additional 300,000 shares during […]
December 13, 2023
Baidu (NASDAQ: BIDU) recently received a number of ratings updates from brokerages and research firms: 11/27/2023 – Baidu had its price target lowered by analysts at Susquehanna from $175.00 to $150.00. They now have a “positive” rating on the stock. 11/22/2023 – Baidu had its “buy” rating reaffirmed by analysts at Benchmark Co.. They now […]
December 13, 2023
CreativeOne Wealth LLC lifted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 217,268 shares of the company’s stock after buying an additional 4,350 shares during the period. Vanguard Growth ETF makes up approximately 2.8% of CreativeOne Wealth LLC’s portfolio, making […]
December 13, 2023
Manhattan West Asset Management LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 36.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,894 shares of the company’s stock after purchasing an additional 1,831 shares during the […]