The Motley Fool

SEPTEMBER 15, 2023

Filings with the Securities and Exchange Commission (SEC) showed that he sold 59,376 shares across daily trading sessions on Sept. Nvidia's last comprehensive stock ownership document was filed with the SEC on May 8 and reflected holdings on April 3. of the company's shares, respectively.

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Securities and Exchange Commission (SEC) Shareholders Stakes Assets 246

The Motley Fool

AUGUST 18, 2023

And despite respectable earnings in the second quarter of 2023, investors should consider avoiding the stock for two reasons. Alibaba's earnings Alibaba might seem like a no-brainer buy when looking at its earnings in the second quarter of 2023. However, it has failed to bring long-term investor returns. Consequently, U.S.

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The Motley Fool

OCTOBER 30, 2024

Thanks to Form 13F filings with the Securities and Exchange Commission (SEC), this can be done with relative ease. Based on select SEC filings and Berkshire's operating cash flow statements, we know that Buffett and his team have been net sellers of stocks for the last two years. Image source: The Motley Fool.

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The Motley Fool

SEPTEMBER 6, 2023

While the company's cost-reduction efforts were notable, the big news for investors was likely buried deeper in the Securities and Exchange Commission (SEC) filing, where Roku disclosed that it now expects third-quarter revenue to be significantly higher than its previous forecast. and Roku wasn't one of them!

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The Motley Fool

OCTOBER 23, 2024

Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.

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The Motley Fool

DECEMBER 15, 2023

Warren Buffett manages a massive stock portfolio worth about $366 billion for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but he's been slowly culling his equity positions in 2023. Net revenue pulled back in 2022 and continued falling in 2023. The PC market should see a slight recovery in 2024 after 2023's massive decline.

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The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. Trades made by Warren Buffett's Berkshire Hathaway are always closely followed, for obvious reasons.

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Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banking 246

The Motley Fool

MAY 20, 2024

May 15 marked the deadline for institutional investors and money managers with at least $100 million in asset under management to file Form 13F with the Securities and Exchange Commission (SEC). First quarter of 2023 : $10.41 Second quarter of 2023 : $7.981 billion in net-equity sales.

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Securities and Exchange Commission (SEC) Stakes Asset Management Assets 246

The Motley Fool

JULY 7, 2023

Securities and Exchange Commission (SEC) calls a 13F form. During the first three months of 2023, billionaire money managers were buying dividend stocks like they were going out of style. See the 10 stocks *Stock Advisor returns as of July 3, 2023 Cory Renauer has no position in any of the stocks mentioned.

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The Motley Fool

JULY 26, 2023

This filing with the Securities and Exchange Commission (SEC) reveals any purchases or sales Buffett made in the Berkshire stock portfolio during the previous quarter. In Q2 2023, Bank of America's net interest income grew by 14%. Each quarter, Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. Berkshire saw the cost basis of its holdings in equity securities in the bank, insurance, and financial sector increase $1.2

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

SEPTEMBER 3, 2023

Instacart is about to go public, and there's a lot for investors to digest from its financial filing with the Securities and Exchange Commission (SEC). Looking at Instacart's S-1 filing with the SEC shows Uber still has a lot of potential to expand its advertising business and its subscription offering.

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Securities and Exchange Commission (SEC) Initial Public Offering Leveraging Shareholders 246

The Motley Fool

MAY 12, 2024

And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I He praised Occidental's assets and CEO Vicki Hollub at the shareholder meeting and said it's an investment he plans to maintain indefinitely in his 2023 letter to shareholders.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

APRIL 24, 2024

Berkshire puts out an annual shareholder letter and, in addition to updating investors on the companies it controls, it also routinely lists about 15 of the companies' top investment holdings as of the end of the year. For the 2023 edition, Buffett didn't include that top list of companies.

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The Motley Fool

MARCH 14, 2024

Even as Securities and Exchange Commission Chairman Gary Gensler continues to argue that Bitcoin is a "highly speculative, volatile underlying asset," Riot Platforms presses on as a relentless Bitcoin producer. As the central bank imposed a series of interest rate hikes, traders sold risk-on assets like Riot Platforms stock.

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The Motley Fool

SEPTEMBER 23, 2023

Buffett has a little secret Through its ownership of specialty investment company New England Asset Management, Buffett has a secret portfolio of stocks that don't appear in Berkshire Hathaway's quarterly regulatory filings with the Securities and Exchange Commission (SEC). Adjusted earnings per share (EPS) of $9.81

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

NOVEMBER 4, 2024

Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 8, 2023

Securities and Exchange Commission (SEC) that it invested heavily in beleaguered Bud Light maker Anheuser-Busch InBev (NYSE: BUD). OTC: HKHHF) , which is the controlling shareholder of Heineken (OTC: HEINY). See the 10 stocks *Stock Advisor returns as of September 5, 2023 Keith Speights has positions in Microsoft.

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Securities and Exchange Commission (SEC) Stakes Banks Shareholders 246

The Motley Fool

MAY 14, 2024

Every three months, Berkshire Hathaway -- and anyone else managing over $100 million -- must submit a 13F filing that discloses their trading activity in the prior quarter to the Securities and Exchange Commission (SEC). billion as of the end of 2023. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

NOVEMBER 12, 2024

14 deadline for institutional money managers to file Form 13F with the Securities and Exchange Commission (SEC). Although Tepper runs a relatively concentrated portfolio that typically holds around three-dozen securities, he and his team are regularly adding to and reducing these existing positions.

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The Motley Fool

JUNE 9, 2024

When it comes to the investment moves of Warren Buffett and others, many investors comb through billionaires' quarterly 13-F filings to the Securities and Exchange Commission (SEC), looking for investment ideas and possible insights. Billionaire investor activity tends to gain the attention of individual investors.

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The Motley Fool

MARCH 4, 2024

Warren Buffett's phenomenal track record is a big reason why there's a buzz surrounding Berkshire Hathaway every time the company files Form 13F with the Securities and Exchange Commission (SEC). On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

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Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Despite still having stakes in more than 100 securities, as of Sept.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. Per the alliance, Salesforce and Snowflake have built integrations that allow users to share data seamlessly and securely between the two platforms. At the time of this writing, Nvidia stock is up over 220% in 2023.

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The Motley Fool

MAY 22, 2024

May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). These snapshots can be up to 45 days old when filed with the SEC. To be fair, 13Fs aren't perfect.

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

FEBRUARY 26, 2024

PubMatic (NASDAQ: PUBM) Q4 2023 Earnings Call Feb 26, 2024 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Hello, everyone, and welcome to PubMatic's fourth quarter and full year 2023 earnings call. Image source: The Motley Fool. Stacie, over to you.

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The Motley Fool

AUGUST 7, 2023

MannKind (NASDAQ: MNKD) Q2 2023 Earnings Call Aug 07, 2023 , 5:00 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good afternoon, and welcome to MannKind Corporation 2023 second quarter financial results earnings call. Overall, what does this mean for shareholders?

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The Motley Fool

SEPTEMBER 30, 2024

Through 2023, Buffett's increased the value of Berkshire shares at an average rate of 19.8%, versus 10.2% Although we don't have final Q3 numbers yet, Securities and Exchange Commission filings indicate Buffett sold a large portion of Berkshire's investment in Bank of America (NYSE: BAC). billion in new purchases.

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Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

SEPTEMBER 7, 2024

However, the stock has been under significant pressure since last year when it was the subject of one prominent short-seller and the target of a recent Securities and Exchange Commission (SEC) investigation. From 2014 through 2023, the investing component of Icahn Enterprises has lost $9.2 Here's why.

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The Motley Fool

AUGUST 8, 2023

This month, Workiva (NYSE: WK) joined hundreds of publicly traded companies in reporting its financial results for the second quarter of 2023. Tracking progress and workflows can be incredibly challenging, especially when it comes time to report to the executive team or even to agencies like the Securities and Exchange Commission (SEC).

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The Motley Fool

SEPTEMBER 20, 2023

Though the shares are sold to accredited investors , common stock shareholder ownership is diluted in the process. After all, the company just reported a net loss of more than $31 million for its fiscal 2024 first quarterly period ended June 30, 2023. billion in fiscal 2023. billion in fiscal 2023.

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The Motley Fool

DECEMBER 28, 2023

Tellurian submitted a filing to the Securities and Exchange Commission (SEC) today stating that it will be issuing stock to an institutional shareholder in exchange for debt held through bonds being relinquished. In exchange, $37.9 The liquified natural gas specialist's share price was up 7.4%

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Securities and Exchange Commission (SEC) Debt Shareholders Capital 130

The Motley Fool

AUGUST 17, 2023

With the new disclosure of a Securities and Exchange Commission (SEC) investigation into its bedraggled acquisition of Grail, a genetic-testing company it originally founded, and a $476 million fine from regulators in the E.U. Management doesn't see the company's revenue growing by more than 1% in 2023.

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The Motley Fool

MAY 21, 2024

Securities and Exchange Commission (SEC) filings, Jeff Bezos beneficially owns approximately 1.12 As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. So, Vanguard is the largest Amazon shareholder, with 7.4% 2 non-Bezos shareholder, with 6.1%

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Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

JULY 3, 2023

Securities and Exchange Commission grant approval for some interesting new investments. The cryptocurrency exchange specialist got a vote of confidence from key players in the financial industry that hope to get the SEC to approve exchange-traded funds that directly hold Bitcoin (CRYPTO: BTC).

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The Motley Fool

JULY 11, 2023

It'll take a lot longer for the streaming TV company to ascend to those former levels, but some shareholders are more optimistic about Roku's prospects to get there, given enough time. Securities and Exchange Commission to approve them for trading. and Roku wasn't one of them! .* and Roku wasn't one of them!

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