finance
629 articles • Page 4 of 13
Valley National Advisers Inc. significantly reduced its stake in Marriott International by 94.5% in the third quarter of the year, selling approximately 7,692 shares and retaining only 450 shares....
Perigon Wealth Management LLC increased its holdings of Honeywell International Inc. by 54% during the third quarter through additional purchases of 7,285 shares, bringing their total to 20,784 shares...
Perigon Wealth Management LLC increased its holdings in ResMed Inc. by 9.4% in the third quarter through additional purchases of 2,110 shares, bringing their total to 24,482 shares....
Security Financial Services INC. reduced its share holdings of NVIDIA by 24.3% during the third quarter, selling 3,786 shares and retaining 11,772 shares....
Perigon Wealth Management LLC has increased its holdings of GE Aerospace (NYSE:GE) shares by 19.2% in the third quarter, acquiring an additional 2,909 shares to reach a total holding of 18,044 shares....
This article compares two small-cap finance companies, TrustCo Bank Corp NY and Harleysville Savings Financial, focusing on their profitability, valuation, risk, analyst recommendations, earnings, div...
Deprince Race & Zollo Inc. reduced its holdings in United Parcel Service, Inc. (UPS) by 9.4% during the third quarter. This decrease comes from a sale of 27,297 shares, leaving them with 264,191 share...
Deprince Race & Zollo Inc. increased its holdings of NXP Semiconductors shares by 8.1% in the third quarter, amassing a total of 149,789 shares after adding an additional 11,254 shares during that per...
Clune & Associates LTD increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA: DFUS) by 19.9% during the third quarter, after acquiring an additional 8,207 shares, bringing their total owners...
Bar Harbor Wealth Management reduced its holding of Exxon Mobil Corporation stocks by 4.1% during the third quarter. The firm now owns 217,449 shares following recent sales....
Ehrlich Financial Group increased its holdings of the Invesco QQQ (NASDAQ:QQQ) ETF by purchasing an additional 902 shares in the third quarter, raising their total ownership to 2,611 shares....
The article provides a financial comparison between two small-cap finance companies, Pinnacle Bank and First Foundation, focusing on valuation, risk, dividends, analyst recommendations, profitability,...
This article provides a comparative analysis between two finance companies, WillScot (NASDAQ:WSC) and Star (NASDAQ:STHO). The focus is on evaluating their profitability, valuation, institutional owner...
The article conducts a comparative analysis between two small-cap finance companies, Northeast Bancorp and Waterstone Financial, examining various aspects such as dividends, analyst recommendations, e...
MarketBeat's stock screener tool recommends seven dividend stocks for investor consideration: Direxion Daily TSLA Bull 2X Shares, Target, Exxon Mobil, Canadian Imperial Bank of Commerce, Chevron, Veri...
Clayton Financial Group LLC purchased 4,918 shares of Procter & Gamble stock during the third quarter, with a total investment value of approximately $756,000. This acquisition represents about 0.6% o...
Canoe Financial LP reduced its shareholding in Marriott International by 15.2% during the third quarter, having sold 18,965 shares and now holding a total of 105,541 shares....
Canoe Financial LP purchased 14,461 shares of Jack Henry & Associates Inc during the third quarter at a total value of approximately $2.15 million....
Richard Cohen, director of Ondas Holdings Inc., sold 25,861 shares on December 22nd at an average price of $9.48 per share, totalling a sale value of $245,162.28. After this transaction, he now direct...
On Tuesday, Zions Bancorporation, N.A.'s stock price reached a new one-year high and hit $60.77 before closing at $60.21 with a trading volume of 1.8 million shares. The stock had closed the previous ...
Brookstone Capital Management increased its holdings in the iShares Russell 2000 ETF (IWM) by 8.1% in the third quarter through an additional purchase of 20,049 shares, bringing its total ownership to...
In the third quarter of 2023, Brookstone Capital Management significantly increased its investment in the Invesco S&P 500 Momentum ETF (SPMO) by acquiring an additional 183,705 shares. This purchase c...
Walter Bay, General Counsel at Arthur J. Gallagher & Co., sold 15,850 shares on December 19th for a total transaction value of $4,041,750 at an average price of $255 per share....
Short interest for Oxford Lane Capital Corp.'s 5.00% Notes, due 2027 (OXLCZ), surged by 403.9% to 4,127 shares as of December 15th from 819 shares on November 30th. This marks a significant increase i...
Farther Finance Advisors LLC increased its holdings of Lam Research Corporation stock by 51.7% during the third quarter of 2023, as reported in their latest SEC filing. The firm now holds 30,525 share...
NatWest Group's stock reached a new 52-week high on Tuesday at $17.49 and closed at $17.4750, trading over 1 million shares. Analysts have made various ratings changes....
On Tuesday, Capital One Financial Corporation shares traded at a new 52-week high of $247.25 during mid-day trading before closing slightly lower at $246.9060 with a total trading volume of 1,868,843 ...
Abivax SA's stock (NASDAQ:ABVX) achieved a new one-year high on Tuesday, reaching as much as $139.62 and closing at $138.72 with over four million shares traded....
Centerline Wealth Advisors LLC decreased its stake in Capital Group Growth ETF (NYSEARCA: CGGR) by selling 13,529 shares during the third quarter. This reduced their holdings by 6.6% to a total of 192...
Representatives from the private sector have endorsed moving away from the current method of assessing primary balance and recommended that the government should evaluate this metric over multiple fis...
Chicago Trust Co NA increased its holdings of Broadcom Inc. by 13.3% in Q3, adding 3,047 shares to reach a total of 25,908 shares as reported in their latest SEC filing....
Founders Financial Securities LLC reduced its holdings of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by selling 580,241 shares in the third quarter. The firm now owns 405,956 shares....
During the third quarter, Farther Finance Advisors LLC increased its holdings in iShares 10-20 Year Treasury Bond ETF by 21.6%, purchasing an additional 14,321 shares to own a total of 80,550 shares....
Cornerstone Wealth Advisors Inc. reduced its holdings of Schwab U.S. Large-Cap Growth ETF (SCHG) in the third quarter, selling 81,266 shares, according to SEC filing. The firm now holds 1,665,245 shar...
The stock price of Western Asset Investment Grade Income Fund (NYSE:PAI) fell below its 200-day moving average during Tuesday's trading. The current 200-day moving average is $12.65, and the stock tra...
The article compares Vinci Compass Investments and Coinbase Global on various financial metrics including dividends, valuation, earnings, institutional ownership, risk, analyst recommendations, profit...
In the second quarter of 2021, Squarepoint Ops LLC reduced its holdings in Pinnacle Financial Partners Inc. by selling 7,459 shares, leaving it with 5,478 shares....
Squarepoint Operations LLC reduced its stake in SBA Communications by 87.6% during the second quarter. The firm sold 20,447 shares, leaving it with 2,905 shares....
CJM Wealth Advisers Ltd. decreased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.5% during the third quarter, according to their most recent SEC Form 13F filing. They currently h...
Farther Finance Advisors LLC increased its holdings in SPDR Portfolio S&P 500 Value ETF (SPYV) by buying an additional 21,383 shares during the third quarter. This purchase raised their total share ow...
In the third quarter, Charles Schwab Trust Co increased its holdings of Eli Lilly and Company by 151.4%, adding an additional 754 shares to reach a total holding of 1,252 shares....
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 9.1% during the third quarter, as reported to the Securities and Exchange Commission...
CliftonLarsonAllen Wealth Advisors LLC increased its holdings of the Franklin Dynamic Municipal Bond ETF (ticker: FLMI) by 4.9% during the third quarter, adding an additional 106,121 shares to reach a...
CCLA Investment Management has increased its holdings in Intuit Inc., adding 5,540 shares, resulting in an overall ownership of 204,558 shares. This move represents a growth of approximately 2.8% duri...
In the third quarter, Perpetual Ltd acquired 2,907 shares of Amgen Inc., with a total value of approximately $820,000, according to recent filings with the Securities and Exchange Commission. This rep...
Signal Advisors Wealth LLC reduced its holdings in American International Group by 52.4% during the third quarter, selling 8,471 shares and retaining 7,685 shares....
Exchange Traded Concepts LLC raised its holdings of Colgate-Palmolive Company (NYSE:CL) by 15.0%, adding 52,261 shares to their portfolio during the third quarter, according to recent SEC filings....
Jeffrey Elliott Cooper, Chief Financial Officer of Guidewire Software (NYSE:GWRE), disposed of 2,872 shares on December 16th at an average price of $192.08 per share. The transaction amounted to a sal...
During the 2nd quarter, Osaic Holdings Inc. increased its stock holdings in Sanofi by purchasing an additional 27,427 shares, bringing their total to 188,526 shares....
Corient Private Wealth LLC decreased its holdings in Zimmer Biomet Holdings by selling 6,214 shares, resulting in a total of 52,546 shares. This reduction represents a 10.6% decrease since the second ...