The Motley Fool

JANUARY 3, 2024

Coinbase is the leading cryptocurrency exchange in the U.S. cryptocurrency exchange. Its platform lets retail and institutional investors trade, stake, and store crypto assets. The company has consistently prioritized security and compliance. The cryptocurrency market is currently valued at about $1.7

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Securities and Exchange Commission (SEC) Stakes Assets Investors 245

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. They're very much like mutual funds, often encompassing a big bunch of securities and charging an expense ratio (fee), yet they trade like stocks, allowing you to buy or sell any time the market is open, from your brokerage account.

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The Motley Fool

SEPTEMBER 14, 2024

Buying stakes in time-tested businesses with strong management teams has historically worked in the favor of Berkshire Hathaway's shareholders. But if you were to take a closer look at Berkshire Hathaway's recent Form 4 filings with the Securities and Exchange Commission (SEC), you'd be left scratching your head.

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The Motley Fool

OCTOBER 27, 2024

Nvidia (NASDAQ: NVDA) is a dividend stock but not one that will be attractive to many income investors. Meet an exchange-traded fund (ETF) that is heavily invested in Nvidia and -- believe it or not -- offers an ultra-high yield of 8%. However, it's important to note that the 30-day SEC yield of 8% is after all expenses.

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Investing Stakes 242

The Motley Fool

OCTOBER 7, 2024

economy and stock market. Even with the understanding that the major stock indexes rise in value over long periods, he has little interest in chasing even "wonderful companies" when their valuations are above historic norms. billion more in stocks have been sold than purchased by Buffett and his team over this 21-month stretch.

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The Motley Fool

MAY 12, 2024

Warren Buffett hasn't found a lot to like in the stock market recently. In each of the last six quarters, Buffett has sold more stocks for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. than he bought.

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The Motley Fool

OCTOBER 7, 2024

The stock market is the greatest wealth-building machine ever created, and it's available to anyone with a little money to invest. You can tag along with the most successful investors by following their disclosures with the Securities and Exchange Commission (SEC).

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The Motley Fool

OCTOBER 25, 2024

This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and Exchange Commission (SEC). They're a required filing for institutional investors with at least $100 million in assets under management -- and Buffett is overseeing a 43-stock, $317 billion portfolio.

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The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. Altogether, 90,422,124 shares of Bank of America stock were sold, totaling proceeds of roughly $3.82

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

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

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. billion based on HP's average stock price during November. The Oracle of Omaha and his team sold $32.8 30, leaving it with 51.5 million shares.

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The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. At the moment, the stock market is at one of its priciest valuations in history !

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

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). At the end of Q2, that stake was worth nearly $96.6 This wasn't the first time that Gates' trust poured a lot of money into a beer stock. Here's why that big bet could pay off.

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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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The Motley Fool

SEPTEMBER 30, 2024

They all add up into a significant warning for stock investors, indicating there's not a lot to like in the stock market right now. The Oracle of Omaha made his biggest stock sale in history last quarter, when he cut Berkshire's position in Apple (NASDAQ: AAPL) by about half of its remaining stake, or about $73 billion.

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The Motley Fool

NOVEMBER 23, 2024

Investors don't have to make guesses about where to put their money in the stock market. Billionaire investors conduct careful research into every stock they buy, which is why it's worth checking out what they are buying (or selling). I side with Coleman and believe Amazon shares are a solid buy.

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The Motley Fool

FEBRUARY 12, 2025

Warren Buffett's $166 billion silent warning to Wall Street grows louder Money managers with at least $100 million in assets under management are required to file a 13F with the Securities and Exchange Commission (SEC) no later than 45 calendar days following the end to a quarter. stocks into U.S. Friday, Feb.

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The Motley Fool

MARCH 27, 2025

Warren Buffett hasn't bought many stocks over the last two years, almost certainly because of high valuations. However, the stock market pullback has caused the share prices of several stocks the legendary investor might like to fall significantly. Securities and Exchange Commission (SEC) on Feb.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 174

The Motley Fool

JULY 2, 2024

No later than 45 days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission (SEC). Artificial intelligence is unlikely to break this trend. Image source: Getty Images.

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The Motley Fool

MAY 29, 2024

Crypto is back in a bull market, the Securities and Exchange Commission (SEC) approved spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs), and Coinbase posted its first profitable quarter in more than two years. As a result, its stock has risen more than 275% in the last year.

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Securities and Exchange Commission (SEC) Stakes Exchange-Traded Funds Leveraging 130

The Motley Fool

NOVEMBER 11, 2024

Following in Warren Buffett's footsteps is made possible thanks to an array of required public filings that clue investors into which stocks he and his top investment aides, Ted Weschler and Todd Combs, are buying and selling. According to Berkshire's September-quarter cash flow statement, just over $36 billion in equity securities were sold.

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The Motley Fool

JULY 26, 2023

With its historic debut on the stock market in 2021, the Coinbase Global (NASDAQ: COIN) initial public offiering ( IPO ) marked a pivotal moment for the crypto industry. In March 2023, the Securities and Exchange Commission (SEC) issued a Wells Notice to Coinbase, a prelude to legal enforcement action.

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The Motley Fool

AUGUST 12, 2024

Traditionally, these "clues" come in the form of a 13F filing with the Securities and Exchange Commission (SEC). Thanks to the company's quarterly operating results, annual shareholder meeting, and Form 4 filings with the SEC, we already know about three big moves that have been made. Image source: The Motley Fool.

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The Motley Fool

OCTOBER 18, 2024

But on three separate occasions since this decade began, Buffett has requested (and been granted) confidential treatment when filing quarterly 13Fs with the SEC. which is what often happens when Berkshire discloses a new stake in a company. 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%.

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The Motley Fool

MARCH 4, 2024

One of the most important sources for learning what Buffett and his team have been buying and selling is the quarterly portfolio disclosure (form 13-F) required by the Securities and Exchange Commission. stock market, he doesn't see a lot of great investment opportunities in today's market environment.

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The Motley Fool

DECEMBER 5, 2024

As the chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , he's consistently demonstrated an uncanny ability to identify long-term winners in the stock market. So, when Buffett buys a stock -- or chooses to hold on to a stock that others are selling -- investors should pay attention.

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The Motley Fool

AUGUST 23, 2024

Buffett's long track record of success is why investors eagerly await Berkshire Hathaway's Form 13F filing with the Securities and Exchange Commission (SEC), which shows which stocks the conglomerate bought and sold during the most recent quarter. It had purchased the stock early in 2023.

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Pension Pulse

NOVEMBER 28, 2024

According to the American stock market watchdog, Rosling instead participated in the plot to pay some US $250 million in bribes to representatives of Indian states. The American authorities are interested in the matter because Azure's shares were traded on the New York Stock Exchange, before being delisted in July 2023.

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Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

The Motley Fool

DECEMBER 6, 2024

With the appropriately named "Oracle of Omaha" running circles around the benchmark S&P 500 , it's really no surprise that professional and retail investors eagerly await filings that show which stocks Buffett and his top advisors, Todd Combs and Ted Weschler, have been buying and selling. billion more in stocks than they've purchased.

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The Motley Fool

FEBRUARY 7, 2025

Though SoundHound has registered healthy gains of 89% in just under three years since its stock market debut, it has been prone to wild swings. Wake up with Breakfast news in your inbox every market day. Though a Nvidia filing with the Securities and Exchange Commission (SEC) revealed an investment of just $3.7

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Mr. Money Mustache

MARCH 26, 2021

And in 1934, the Securities and Exchange Commission was created to help regulate stock markets, making things like price manipulation and insider trading illegal. When you combine the results of all stock market participants and average them out, you get roughly the index performance.

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The Motley Fool

JANUARY 28, 2024

Does the company maintain a high standard of disclosure consistent with SEC guidelines? When you check through the way that they communicate to shareholders, what they file, not having massive risk disclosure about this and about with the SEC, Kinsale is pretty clean when it comes to this. Market cap. But I agree, David.

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The Big Picture

NOVEMBER 7, 2023

’cause there’s a lot you can do if you are willing to run the risk that like maybe the Securities and Exchange Commission will sue you or like maybe you’ll go to jail for a year, you know, but maybe you’re gonna make a lot of money first. And you mentioned number go up is the title of the book.

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Securities and Exchange Commission (SEC) Hedge Funds Banks Legal 64

The Motley Fool

FEBRUARY 17, 2025

No later than 45 days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission (SEC). Between July 17 -- a specific date we know, thanks to Form 4 filings with the SEC -- and Dec.

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Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

MARCH 3, 2025

Specifically, Buffett sold $143 billion worth of publicly traded equities, including large portions of its stakes in Apple and Bank of America. Buffett even stopped repurchasing shares of his own company's stock in the back half of the year. Constellation is the biggest of the group with a market capitalization of $32 billion.

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Securities and Exchange Commission (SEC) Investors Banks Shareholders 246

The Motley Fool

MARCH 10, 2025

Thanks to Berkshire Hathaway's quarterly operating results, as well as Form 4 filings with the Securities and Exchange Commission (SEC), some of Buffett's trading activity can be brought to light on a somewhat regular basis. Since the start of 2022, Buffett's stake in Occidental has grown to nearly 265 million shares.

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The Motley Fool

JANUARY 26, 2025

We know about them because the company had to file a disclosure with the Security and Exchange Commission ( SEC) as a greater-than-10% shareholder. Buffett even stopped buying back Berkshire Hathaway shares in Q3, implying he sees his own company's stock as overvalued. Buffett's most recent investments Between Dec.

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Securities and Exchange Commission (SEC) Investors Banks Shareholders 246