finance
629 articles • Page 12 of 13
Firethorn Wealth Partners LLC reduced its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by selling 3,850 shares in the third quarter. This sale resulted in ownership of 10,436 shares....
Cox Capital Mgt LLC reduced its stake in Visa Inc. (NYSE:V) during the third quarter by selling 7,222 shares, leaving it with ownership of 8,222 shares....
Corient Private Wealth LLC reduced its holdings in Corning Incorporated by 36.2% during the second quarter, selling 126,977 shares and leaving it with 223,654 shares....
Dynamic Advisor Solutions LLC reduced its holdings in JPMorgan Ultra-Short Income ETF (JPST) by selling 13,604 shares during the third quarter. Following this sale, Dynamic Advisor now owns 570,817 sh...
Eclectic Associates Inc ADV increased its holdings of JPMorgan Realty Income ETF (JPRE) by 40.3% in the third quarter, acquiring an additional 30,236 shares to reach a total of 105,225 shares....
Embree Financial Group reduced its holdings of Dimensional U.S. Small Cap ETF (DFAS) by 26.3% in Q3, selling 11,772 shares and holding a new total of 32,924 shares....
Chesley Taft & Associates LLC reduced its investment in Johnson & Johnson during the third quarter of 2023 by selling 5,244 shares, decreasing holdings to 198,127 shares....
Chesley Taft & Associates LLC increased its ownership of Chevron Corporation (NYSE: CVX) shares by 25.5% in the third quarter, acquiring an additional 9,436 shares and now holding a total of 46,505 sh...
Chesley Taft & Associates LLC purchased 11,287 shares in the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT) during Q3 2023. The transaction valued at nearly $1 million was disclosed by the instituti...
KeyCorp raised its price target for Micron Technology (NASDAQ:MU) from $215.00 to $325.00, maintaining an overweight rating on the semiconductor manufacturer's stock....
The Fidelity Low Volatility Factor ETF saw its shares reach a new 52-week high during trading on Friday, with the highest traded price being $67.94 and closing at $67.8440 following volume of 37,578 s...
Reddit insider Benjamin Seong Lee sold 3,320 shares of NYSE:RDDT stock on January 9th at an average price of $260.22 per share, totaling a sale value of $863,930.40. The transaction left him with dire...
On Friday, shares of One Media iP Group Plc (LON:OMIP) reached a new 52-week low trading down as low as GBX 3.50 with the last trade being at GBX 4 on a volume of 824 shares. The stock previously clos...
Maven Income and Growth VCT 3 PLC's share price hit a new one-year low during midday trading on Friday, declining as low as GBX 32.40 before closing at GBX 42 with a volume of 3399 shares....
Heck Capital Advisors LLC decreased its holdings in Columbia Research Enhanced Core ETF (RECS) by selling 25,053 shares in the third quarter, leaving it with a total of 436,869 shares....
Canoe Financial LP has reduced its holdings in Alphabet Inc by 11.5% during the third quarter through sale of 152,500 shares, leaving them with 1,176,314 shares which now represent approximately 4.1% ...
Chris Bulman Inc increased its holdings of Invesco QQQ (NASDAQ:QQQ) during the third quarter by purchasing an additional 2,386 shares. As a result, they now own 24,220 shares....
Forefront Wealth Partners LLC purchased 9,721 shares of Vanguard Small-Cap ETF (VB) during the third quarter of 2023, valued at approximately $2.47 million....
During the 3rd quarter, Regatta Capital Group LLC increased its holdings in Capital Group Core Bond ETF (NYSEARCA: CGCB) by 5.2%. The firm acquired an additional 37,092 shares to reach a total of 755,...
Sowell Financial Services increased its holdings of Vanguard Intermediate-Term Treasury ETF (VGIT) by 90.2% in the third quarter through an additional purchase of 20,094 shares, bringing its total own...
Clayton Financial Group LLC acquired 6,207 new shares of PepsiCo Inc., valued at approximately $872,000, in the third quarter. This investment represents 0.6% of Clayton's holdings as revealed in a re...
Farther Finance Advisors LLC increased its Walmart stock holdings by 8.9% in the third quarter through acquiring an additional 20,963 shares, according to their latest Securities and Exchange Commissi...
Thrivent Financial for Lutherans reduced its holdings in Universal Display Corporation by 32.8% during the second quarter of 2023, selling off 7,036 shares and holding onto 14,447 shares....
Representative Dwight Evans from Pennsylvania recently disclosed that he sold shares worth between $1,001 and $15,000 in Microsoft Corporation stock through his 'PERSHING LLC' account on November 21st...
Osaic Holdings Inc. increased its stake in Citizens Financial Group (CFG) by 515.8% during the second quarter, as per its SEC filing. The firm's holdings now total 219,090 shares after adding an addit...
Thrivent Financial for Lutherans announced the purchase of a new position in Invesco BulletShares 2027 Corporate Bond ETF during the second quarter. The acquisition includes 200,699 shares valued at a...
Bartlett & CO. Wealth Management LLC reduced its holdings of Vanguard Small-Cap Value ETF (NYSEARCA: VBR) by 3.4% during the third quarter, selling shares to now own 68,260 units according to their la...
Dynamic Advisor Solutions LLC decreased its holding in Capital Group Growth ETF (CGGR) by selling 12,703 shares during the third quarter, reducing its total holdings to 75,970 shares....
Krispy Kreme plans to sell its Japanese operations to Unison Capital during the January-March quarter of 2026. The proceeds from the sale will be used to pay off debt....
During the third quarter, Citizens Financial Group Inc. RI increased its holdings of the Vanguard Information Technology ETF by 23.9%, adding an additional 897 shares to reach a total ownership of 4,6...
Nepsis Inc. reduced its holdings of Visa Inc.'s shares by 13.6% during the third quarter after selling 7,255 shares, leaving them with a total of 46,017 shares....
The New York State Teachers Retirement System decreased its equity holdings in The Kroger Co by 8.3% during the third quarter through the sale of 56,211 shares, resulting in a new holding total of 620...
The State of Alaska Department of Revenue has increased its holdings by 25.6% in Vishay Intertechnology Inc. during the third quarter, now owning 247,392 shares....
During the third quarter, D.A. Davidson & Co. reduced its stock holdings of MP Materials Corp by 45.4%, selling off 16,908 shares and leaving it with a total ownership of 20,372 shares....
Clear Harbor Asset Management LLC increased its holding in Barrick Mining Corporation by 86.6% during the third quarter. The firm's ownership now includes 66,652 shares of Barrick Mining following an ...
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Foster & Motley Inc increased its holdings in Molson Coors Beverage Company by purchasing an additional 11,971 shares during the third quarter. This brings their total ownership to 53,197 shares....
James Cox, CFO of Clearwater Analytics Holdings Inc., sold 5,859 shares at an average price of $24.08 per share on December 31st, totaling a transaction value of $141,084.72. Post-sale, Cox owns 334,0...
During the 3rd quarter, Merit Financial Group LLC reduced its holdings in First Trust Growth Strength ETF (FTGS) by selling 19,221 shares, leaving it with 32,327 shares. This represents a decrease of ...
Shane Kapral, CFO of TKO Group Holdings Inc., sold 1,946 shares on January 5th at an average price of $204.21 per share, totaling approximately $397,392.66....
An analysis contrasting two small-cap finance companies, Mobile Infrastructure and FTAI Infrastructure, focusing on their profitability, dividends, institutional ownership, risk, valuation, earnings a...
Synergy Asset Management LLC increased its stake in Visa Inc. (NYSE:V) by 6,203.4% during the third quarter of the year, acquiring an additional 49,317 shares to own a total of 50,112 shares....
Generali Asset Management SPA SGR reduced its stock position in Truist Financial Corporation by 43% during the third quarter of 2023, as per their latest SEC filing. The firm now owns 60,749 shares fo...
Osaic Holdings Inc. decreased its stock holdings in the JPMorgan International Growth ETF (JIG) by 27.2% during the second quarter, according to recent filings with the SEC....
During Q3 2023, Ergawealth Advisors Inc. decreased its holdings of the First Trust Capital Strength ETF (FTCS) by selling 39,414 shares. The firm now holds a total of 121,518 shares....
Ergawealth Advisors Inc. decreased its shareholding in the Pacer Lunt Large Cap Alternator ETF by 82,276 shares in the third quarter. As a result, it now owns 131,154 shares of the fund....
Perigon Wealth Management LLC increased its stake in AT&T Inc. by 22% in the third quarter, adding 29,149 shares and holding a total of 161,623 shares....
Busey Bank increased its holdings in Exxon Mobil Corporation by acquiring an additional 8,951 shares during the third quarter, resulting in a total ownership of 215,185 shares....
Farther Finance Advisors LLC has reduced its holdings of the Innovator U.S. Equity Power Buffer ETF - January by 50.8% during the third quarter, now owning 37,254 shares....
Robert Holmes Swan, a director of NIKE, Inc., purchased 8,691 shares on December 22nd at an average price of $57.54 per share, amounting to a total transaction value of $500,080.14....