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2026-03-07 23:22 UTC
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J. Safra Sarasin Holding AG Reduces Stake in Alphabet Inc. $GOOGL
J. Safra Sarasin Holding AG has decreased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 0.8% in the third quarter, reducing its holdings to 760,347 shares after selling 6,365 shares....
Baader Bank Aktiengesellschaft Sells 3,800 Shares of Visa Inc. $V
Baader Bank Aktiengesellschaft reduced its holdings of Visa Inc. shares by selling 3,800 shares in the third quarter, decreasing its stake by 11%. The bank now holds 30,744 shares of Visa stock....
Invesco Bond Fund (NYSE:VBF) Shares Pass Below 50-Day Moving Average – Here’s What Happened
Shares of Invesco Bond Fund (VBF) have fallen below its 50-day moving average during Tuesday's trading session. The stock has a 50-day moving average of $15.43 and traded as low as $15.38 on Tuesday, ...
BNY Mellon High Yield Strategies Fund (NYSE:DHF) Share Price Crosses Above 50 Day Moving Average – What’s Next?
The share price of BNY Mellon High Yield Strategies Fund exceeded its 50-day moving average during Tuesday trading, with a moving average of $2.51 and reaching as high as $2.57 before closing at $2.53...
Garmin (GRMN) Expected to Announce Quarterly Earnings on Wednesday
Garmin, a NYSE-listed company, is anticipated to release its Q4 2025 earnings report before the market opens on February 18th. Financial analysts project Garmin's quarterly earnings at $2.39 per share...
Verisk Analytics (VRSK) Projected to Post Earnings on Wednesday
Verisk Analytics (VRSK) is scheduled to release its Q4 2025 financial results on February 18th before the market opens. Analysts anticipate earnings of $1.58 per share and revenues of $773.7 million f...
First National Trust Co Buys 40,257 Shares of The Charles Schwab Corporation $SCHW
First National Trust Co increased its ownership of The Charles Schwab Corporation's shares by 82.2% in the third quarter through additional purchases totaling 40,257 shares....
Bryce Point Capital LLC Acquires New Holdings in Intercontinental Exchange Inc. $ICE
Bryce Point Capital LLC purchased 3,116 shares of Intercontinental Exchange Inc., valued at approximately $525,000, during the third quarter. This information was disclosed by the company through a fi...
Thrivent Financial for Lutherans Acquires 95,604 Shares of JPMorgan Chase & Co. $JPM
Thrivent Financial for Lutherans increased its holdings in JPMorgan Chase & Co. by purchasing an additional 95,604 shares during the third quarter, upping their total to 1,731,910 shares. This transac...
Wesbanco Bank Inc. Sells 5,469 Shares of Salesforce Inc. $CRM
Wesbanco Bank Inc. reduced its holdings in Salesforce Inc. by selling 5,469 shares during the third quarter, leaving it with a total of 105,499 shares....
Orion (NYSE:OEC) Stock Price Crosses Above 50 Day Moving Average – What’s Next?
On Monday, Orion S.A.'s (NYSE:OEC) stock price surpassed its 50-day moving average of $5.75, peaking at $7.28 with an average trading value of $7.19 on a volume of 389,947 shares....
Wealthfront Advisers LLC Sells 1,853 Shares of Visa Inc. $V
Wealthfront Advisers LLC reduced its holdings in Visa Inc. by selling 1,853 shares during the third quarter, resulting in ownership of 191,969 shares of the credit-card processor's stock....
Johnson Investment Counsel Inc. Sells 72,885 Shares of U.S. Bancorp $USB
Johnson Investment Counsel Inc. reduced its holdings in U.S. Bancorp by selling 72,885 shares during the third quarter, resulting in a total of 571,365 shares held....
BridgePort Financial Solutions LLC Buys 1,821 Shares of Visa Inc. $V
BridgePort Financial Solutions LLC increased its ownership in Visa Inc. by purchasing an additional 1,821 shares during the third quarter. This represents a 92.2% increase in their stake, and they now...
Wesbanco Bank Inc. Increases Stake in American Water Works Company, Inc. $AWK
Wesbanco Bank Inc. raised its stake in American Water Works Company (AWK) by 5.6% during the third quarter by purchasing an additional 4,553 shares, bringing their total holdings to 85,976 shares....
Envestnet Asset Management Inc. Sells 33,061 Shares of Simon Property Group, Inc. $SPG
Envestnet Asset Management Inc. reduced its holdings of Simon Property Group shares by 9.5% during the third quarter, selling 33,061 shares and holding 315,198 shares post transaction....
Financial Survey: Bollore (OTCMKTS:BOIVF) vs. West Japan Railway (OTCMKTS:WJRYY)
The article provides a comparison between Bollore and West Japan Railway based on various financial metrics such as institutional ownership strength, risk levels, analyst recommendations, dividends, v...
AMERISAFE, Inc. (NASDAQ:AMSF) Receives Average Recommendation of “Moderate Buy” from Analysts
Analysts covering AMERISAFE, Inc., have given the company an average recommendation of a 'Moderate Buy,' with two analysts advising to hold and three recommending to buy....
LSI Industries Inc. (NASDAQ:LYTS) Given Average Rating of “Hold” by Brokerages
LSI Industries Inc., trading on NASDAQ under LYTS, has been given an average rating of 'Hold' by the five financial analysts following the company according to Marketbeat.com's report. The consensus i...
Comparing Lazard (NYSE:LAZ) & Beeline (NASDAQ:BLNE)
The article contrasts Lazard and Beeline based on valuation, risk, dividends, institutional ownership, analyst recommendations, profitability, and earnings....
Verizon Communications Inc. $VZ Shares Bought by SBI Securities Co. Ltd.
According to SBI Securities Company's latest 13F filing with the SEC, they increased their stake in Verizon Communications Inc. by purchasing an additional 13,787 shares during the third quarter of 20...
Visa Inc. $V is Bessemer Group Inc.’s 9th Largest Position
Bessemer Group Inc. increased its stake in Visa Inc. by 0.3% in the third quarter, as reported in their SEC filing. The investment firm now holds 3,165,107 shares of Visa stock, representing a 1.7% al...
Gallacher Capital Management LLC Invests $785,000 in Salesforce Inc. $CRM
Gallacher Capital Management LLC purchased 3,313 shares of Salesforce Inc. in the third quarter, amounting to approximately $785,000 worth of stock. This new investment highlights ongoing interest fro...
Machina Capital S.A.S. Takes Position in GE Aerospace $GE
During the third quarter, Machina Capital S.A.S. purchased 4,756 shares of GE Aerospace (NYSE:GE), valued at approximately $1,431,000. This investment represents a new position opened by the fund as p...
ABN AMRO Bank N.V. Acquires Shares of 46,091 Gilead Sciences, Inc. $GILD
In its most recent filing with the SEC, ABN AMRO Bank N.V. disclosed a new investment in Gilead Sciences, Inc., purchasing 46,091 shares valued at approximately $5,138,000 during the third quarter....
JPMorgan Chase & Co. $JPM Shares Acquired by Vanguard Personalized Indexing Management LLC
In the third quarter, Vanguard Personalized Indexing Management LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.3%, acquiring an additional 10,042 shares to bring its total ownershi...
SBI Securities Co. Ltd. Cuts Holdings in Exxon Mobil Corporation $XOM
During the third quarter, SBI Securities Co. Ltd. decreased its holdings of Exxon Mobil Corporation by 4.1%, reducing its stock to 123,375 shares after selling 5,258 shares....
Sony hikes profit outlook after resilient holiday-quarter sales
Sony has updated its financial projections for the fiscal year ending March, now forecasting an operating profit of ¥1.54 trillion compared to its earlier prediction of ¥1.43 trillion....
CENTRAL TRUST Co Acquires New Position in Schwab U.S. Large-Cap Value ETF $SCHV
CENTRAL TRUST Co purchased 22,063 shares of the Schwab U.S. Large-Cap Value ETF during Q3, with a total value of approximately $642,000....
JD.com, Inc. $JD Shares Sold by Cibc World Market Inc.
CIBC World Market sold 55,038 shares of JD.com Inc., reducing its holding from the previous period to 225,247 shares in the third quarter....
Impax Asset Management Group plc Purchases 85,000 Shares of Warby Parker Inc. $WRBY
Impax Asset Management Group plc increased its holdings of Warby Parker Inc. stock (NYSE:WRBY) by purchasing an additional 85,000 shares during the third quarter. This raised their total share count t...
Drake & Associates LLC Trims Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Drake & Associates LLC significantly reduced its holdings in First Trust TCW Opportunistic Fixed Income ETF during the third quarter by selling 533,049 shares. This resulted in a decrease of 92.7% and...
Morgan Stanley $MS Shares Sold by ProShare Advisors LLC
During the third quarter, ProShare Advisors LLC decreased its holdings in Morgan Stanley (NYSE:MS) by selling 30,743 shares. After this transaction, the fund now owns 243,924 shares worth a significan...
Eimear Bonner Sells 32,100 Shares of Chevron (NYSE:CVX) Stock
Chevron Corporation's Chief Financial Officer, Eimear Bonner, sold 32,100 shares of the company's stock on January 30th at an average price of $175.01 per share, resulting in a total transaction value...
Illinois Municipal Retirement Fund Acquires 528 Shares of BlackRock $BLK
The Illinois Municipal Retirement Fund increased its holdings in BlackRock by purchasing an additional 528 shares during the third quarter, resulting in a total ownership of 6,483 shares. This was rep...
PayPal (NASDAQ:PYPL) Trading Down 3.4% on Analyst Downgrade
Shares of PayPal Holdings Inc. traded down by 3.4% after Rothschild & Co Redburn reduced their price target from $50.00 to $32.00 and maintained a sell rating on the stock....
Zions Bancorporation, N.A. (NASDAQ:ZION) EVP Sells $424,958.40 in Stock
Jennifer Anne Smith, Executive Vice President of Zions Bancorporation (NASDAQ:ZION), sold 6,558 shares at an average price of $64.80 per share on February 6th, completing a transaction worth $424,958....
Citigroup Inc. $C Shares Sold by Impax Asset Management Group plc
Impax Asset Management Group plc has decreased its holdings of Citigroup Inc.'s stocks by 13.6%, as reported in their latest filing with the SEC for the third quarter. This reduction involved selling ...
Amazon.com, Inc. $AMZN Shares Acquired by Parkside Financial Bank & Trust
Parkside Financial Bank & Trust increased its stake in Amazon.com Inc by 5.3% in the third quarter, reporting ownership of 70,749 shares due to an additional purchase of 3,585 shares....
Goldman Sachs ActiveBeta Emerging Markets Equity ETF $GEM Shares Purchased by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its holdings of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (ticker: GEM) by 12.3% in the third quarter, as revealed in recent filings with the Secur...
Chevron Corporation $CVX Shares Sold by SVB Wealth LLC
SVB Wealth LLC decreased its shareholding in Chevron Corporation (NYSE: CVX) by 7.1% in the third quarter, selling 4,437 shares and holding a total of 57,629 shares post-sale....
Ashton Thomas Private Wealth LLC Purchases 4,965 Shares of Oracle Corporation $ORCL
During the third quarter, Ashton Thomas Private Wealth LLC increased its holdings of Oracle Corporation's shares by 26.3%, adding an additional 4,965 shares to bring its total ownership to 23,809 shar...
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