finance
629 articles • Page 2 of 13
Calamos Wealth Management LLC increased its holdings in the iShares Core U.S. Aggregate Bond ETF (AGG) by 6.6% during the third quarter, adding an additional 9,119 shares to their portfolio....
Chris Bulman Inc increased its holdings in the Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 29% during the third quarter. The firm's ownership grew to 218,598 shares after purchasing an additional...
Sowell Financial Services LLC acquired 88,131 shares of Simplify Hedged Equity ETF (HEQT) in the third quarter, with a total value of approximately $2.75 million. This purchase represents around 0.91%...
Canoe Financial LP increased its holdings in Philip Morris International Inc. (PM) stock by 57.2% during the third quarter, as reported to the SEC. The fund now holds 1,015,591 shares after purchasing...
Brookstone Capital Management significantly increased its stake in the Innovator U.S. Equity Power Buffer ETF - July by 876.3% during Q3, increasing its holdings from 81,656 shares to 797,215 shares....
During the 3rd quarter, Confluence Investment Management LLC reduced its holdings of Analog Devices Inc by selling 12,338 shares, decreasing their position to 613,557 shares....
The Department of Defense has once again failed to pass its internal financial audit, marking the eighth consecutive year this has occurred. This situation continues to raise questions about transpare...
John Alexander Young, Chief Financial Officer of Ambarella Inc., sold 2,579 shares at an average price of $71.82 per share on December 17th, resulting in a total transaction value of approximately $18...
Osaic Holdings Inc. Has $10.50 Million Holdings in Innovator U.S. Equity Buffer ETF – December $BDEC
During the 2nd quarter, Osaic Holdings Inc. increased its holdings of Innovator U.S. Equity Buffer ETF – December (BATS:BDEC) by 22.2%, raising its stock ownership to 232,536 shares....
The Pension Protection Fund has increased its stake in Warner Bros. Discovery, Inc., purchasing 53,200 shares valued at approximately $1.039 million during the third quarter....
Sonoma Allocations LLC purchased 2,117 shares of Visa Inc., valued at approximately $710,000, during the third quarter, as reported to the Securities and Exchange Commission. This marks a new investme...
Goldman Sachs is targeting a raise of $500 million towards its real estate fund in Japan. The firm has been pitching investors over the past few months, capitalizing on the recovering property market ...
Institutional investor Diversified Trust Co increased its shareholding in the Vanguard FTSE All-World ex-US ETF (VEU) by 4.8% in the third quarter of 2023, adding an additional 204,497 shares to its e...
Sapient Capital LLC reduced its holdings in Chevron Corporation (NYSE: CVX) by selling 9,921 shares during the third quarter. Post sale, the institutional investor held 292,700 shares....
Farther Finance Advisors LLC increased its holdings of Vanguard Value ETF by 259.2% in the third quarter, acquiring an additional 207,677 shares to reach a total of 287,791 shares worth $53.67 million...
Cliftonlarsonallen Wealth Advisors LLC increased its holdings of Vanguard Intermediate-Term Treasury ETF (NASDAQ: VGIT) by 12.0% during the third quarter, adding 251,991 shares to bring their total ho...
Saputo Inc.'s share price crossed above its 50-day moving average during Monday's trading, reaching up to $30.3060 with a trading volume of 182,464 shares....
Focus Financial Network Inc. has acquired a new stake of 6,616 shares in the SPDR S&P Homebuilders ETF (XHB) during the third quarter, with an estimated value of $733,000 as reported in their latest 1...
Shares of Credit Suisse High Yield Bond Fund (DHY) declined and crossed below its 200-day moving average on Thursday. The stock, which has a 200-day moving average of $2.08, traded as low as $1.98. By...
Jack Kaye, a director at uniQure (NASDAQ: QURE), sold 6,390 shares on January 9th for an average price of $27.28 per share, totalling $174,319.20. Post-sale, Kaye retained ownership of 20,439 shares....
First United Bank & Trust significantly increased its holdings of Nexstar Media Group Inc by 2,309.5% during the third quarter through the acquisition of an additional 2,425 shares, resulting in total...
Financial Futures Ltd Liability Co increased its holdings in JPMorgan Ultra-Short Income ETF by 287.4% in the third quarter, purchasing an additional 46,002 shares to bring its total ownership to 62,0...
Short interest in Dermata Therapeutics Inc., recorded as of December 31st, rose dramatically to 752,424 shares from 39,351 shares the previous report date on December 15th. This marked a sharp 1,812.1...
In its latest Form 13F filing with the SEC, GRIMES & Co WEALTH MANAGEMENT LLC reported a reduction of 1.7% in holdings of John Hancock Multifactor Large Cap ETF (JHML) during the third quarter by sell...
Narwhal Capital Management increased its holding in Visa Inc. by purchasing an additional 9,649 shares during the third quarter, raising its total holdings to 59,895 shares. This acquisition represent...
Sumitomo Mitsui DS Asset Management increased its holdings in Visa Inc. by 2.9% during the third quarter, as reported in their latest SEC filing. The investment firm now owns 519,206 shares of Visa....
The State of Alaska Department of Revenue increased its shareholding in Teledyne Technologies by 52.1% during the third quarter of the year....
The New York State Teachers Retirement System reduced its holdings in HCA Healthcare Inc by 8.8% during the third quarter of 2023. The organization decreased its stock ownership to 156,660 shares afte...
Moody Lynn & Lieberson LLC reduced its investment in NVIDIA Corporation (NVDA) during the third quarter by selling 6,704 shares, resulting in a total holding of 645,220 shares. This represents a decre...
Seven major hotel stocks are highlighted today by MarketBeat's stock screener: Hilton Worldwide, Las Vegas Sands, Marriott International, MGM Resorts International, Hyatt Hotels, Host Hotels & Res...
CFO Daniel Fleming of Credo Technology Group Holding Ltd sold 4,660 shares at an average price of $128.20 per share on January 7th, 2023, making a total transaction amount of $597,412. After the sale,...
This article compares two small-cap finance companies, Columbia Financial (NASDAQ: CLBK) and HIVE Digital Technologies (NASDAQ: HIVE), evaluating their institutional ownership, profitability, risk pro...
The article provides an evaluation of FS Bancorp and First Hawaiian based on factors such as analyst recommendations, dividends, earnings, profitability, institutional ownership, and risk. It aims to ...
Five analysts covering Compass Diversified Holdings have given an average recommendation of 'Hold'. The breakdown includes one sell, three holds, and one buy rating....
The Louisiana State Employees Retirement System purchased 28,800 shares of technology company Block Inc., valued at approximately $2,081,000, during the third quarter as reported to the Securities and...
Geneos Wealth Management Inc. reduced its holdings in the Vanguard Tax-Exempt Bond ETF (symbol VTEB) by approximately 92.5% during the third quarter. The firm sold about 125,580 shares of the fund, si...
Caldwell Trust Co increased its holdings in iShares Core S&P 500 ETF (IVV) by 7.9% during the third quarter, with a total of 28,671 shares after acquiring an additional 2,095 shares....
Heck Capital Advisors LLC reduced its holdings of iShares MSCI USA Quality Factor ETF (BATS: QUAL) during the third quarter. The institution sold 11,218 shares and now owns a total of 156,115 shares....
Fingerlakes Wealth Management Inc. increased its holding in Vanguard Mega Cap Value ETF (MGV) by 15.3% during the third quarter, adding an extra 6,260 shares for a total of 47,143 shares....
Heck Capital Advisors LLC acquired 129,155 shares of the VanEck Onchain Economy ETF valued at approximately $5.284 million during Q3 2023, according to their recent SEC filing....
In the 3rd quarter, D.A. Davidson & Co. reduced its holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) by 27.2%, owning 142,893 shares after the transaction as documented in th...
Foster & Motley Inc. decreased its holdings of Comcast Corporation by 22.4% during the third quarter, selling 18,866 shares to leave it with a total holding of 65,501 shares....
Souvik Das, Clearwater Analytics' Chief Technology Officer (CTO), sold 5,273 shares on December 31st at an average price of $24.08 per share, totaling a transaction value of approximately $126,973.84....
Merit Financial Group LLC has reduced its holdings of Novo Nordisk A/S (NVO) stock by selling 40,415 shares during the third quarter. As a result, Merit's ownership now stands at 20,195 shares....
GitLab's Chief Financial Officer, James Shen, disposed of 2,538 shares on December 31st at an average rate of $38.08 per share, totaling a transaction value of $96,647.04....
During the third quarter, Miracle Mile Advisors LLC decreased its holdings of iShares ESG Advanced MSCI USA ETF (USXF) by 76.7%, selling 16,988 shares to retain ownership of 5,149 shares....
Analysts from Wells Fargo & Company have recently raised their price target on Synchrony Financial (NYSE: SYF) to $100.00 from $95.00 and maintained an 'overweight' rating....
On Monday, Nuveen Credit Strategies Income Fund (NYSE: JQC) experienced its stock price exceeding the 50-day moving average of $5.06. The shares traded at a high of $5.06 with a closing value of $5.05...
GoalVest Advisory LLC has increased its holdings in the iShares Core MSCI EAFE ETF (IEFA) by purchasing an additional 15,277 shares during the third quarter. Their total ownership now stands at 121,67...
WestEnd Advisors LLC reduced its holdings of Vanguard FTSE Pacific ETF (NYSEARCA: VPL) by 2.1% in the third quarter, selling 40,088 shares to leave them with a position of 1,837,058 shares....