finance
629 articles • Page 7 of 13
The iShares S&P GSCI Commodity-Indexed Trust (GSG) stock reached a new 52-week high of $23.77, closing at $23.6760 with trading volume of 77,726 shares....
Matto Andrew Del, Netskope Inc.'s Chief Financial Officer, has sold 49,875 shares at an average price of $17.16 each on January 6th. The transaction resulted in a total sale amount of approximately $8...
CoreCap Advisors LLC reduced its investment in Monster Beverage Corporation (MNST) by 61.1% during the third quarter, after selling 17,520 shares. The firm now holds 11,133 shares of MNST stock....
Incyte Corporation EVP Mohamed Khairie Issa sold 10,856 shares on January 7th at an average price of $109.07 per share, totalling $1,184,063.92. Post-sale, he directly owned 66,132 shares....
In its latest 13F filing with SEC, HB Wealth Management LLC reported an increased stake in Newmont Corporation by 21.1% during the third quarter of this year by adding 5,840 shares to make a total hol...
The WisdomTree Japan Hedged Equity Fund (NYSEARCA:DXJ) achieved a new one-year peak on Thursday, reaching an intraday high of $147.85 and closing at $147.62 with a trading volume of 299,773 shares....
Nomura Holdings Inc ADR (NYSE:NMR) achieved its highest point since last year on Thursday with a peak of $9.00 and closed at $8.855, trading over 1.3 million shares. The stock's previous close was $8....
The Dimensional Emerging Markets Value ETF hit a new one-year high of $34.79 during mid-day trading on Thursday, closing at $34.60 with 175,908 shares traded. Previously, the stock had not reached suc...
Commonwealth Equity Services LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by selling 135,730 shares in the third quarter, resulting in ownership of 1,875,908 shares which represent approximate...
Foronjy Financial LLC purchased 1,656 shares of Alphabet Inc.'s stock during the third quarter, with a total value of approximately $403,000 as shown in their latest filing with the Securities and Exc...
Clarity Wealth Advisors LLC increased its investment in JPMorgan Core Plus Bond ETF (ticker: JCPB) by 17% during the third quarter, adding 27,822 shares to reach a total of 191,243 shares....
Heck Capital Advisors LLC increased its holdings of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) by 9.5% during the third quarter, according to a recent SEC filing. The firm now...
In the third quarter of 2023, Ferguson Wellman Capital Management Inc. increased its shares of Stryker Corporation (SYK) by 0.8%, purchasing an additional 1,374 shares for a total ownership of 180,039...
During Q3, CX Institutional increased its stake in Corning Incorporated (NYSE:GLW) by 57.7%, acquiring an additional 9,814 shares to hold a total of 26,829 shares....
Barclays has downgraded its price target for Travelers Companies from $315.00 to $312.00 while maintaining an equal weight rating on the company's stock....
First Trust Preferred Securities and Income ETF $FPE Shares Sold by Commonwealth Equity Services LLC
In the third quarter, Commonwealth Equity Services LLC decreased its holdings in First Trust Preferred Securities and Income ETF (FPE) by selling 132,967 shares. Post this transaction, they held 1,359...
In the third quarter, CWA Asset Management Group LLC reduced its holdings of Mondelez International shares by 67.4%, down to 5,691 shares after selling 11,751 shares....
Chandler Asset Management Inc. increased its shareholding in Vanguard Real Estate ETF by 4.6% during the third quarter. This involved purchasing an additional 17,595 shares, bringing their total holdi...
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
Elk River Wealth Management LLC increased its holdings in The Goldman Sachs Group, Inc. by 14% in the third quarter, adding 749 shares to a total of 6,105 shares through acquisitions....
In the third quarter of 2023, Ferguson Wellman Capital Management Inc., an institutional investor, increased its holdings of East West Bancorp stock by 2.6%. After buying additional shares, it now own...
Institutional investor Duncker Streett & Co. Inc. decreased its holding in Thermo Fisher Scientific Inc. by selling 864 shares during the third quarter, reducing their stake by 3.9%. They now own 21,5...
Ethos Financial Group LLC disclosed that during the third quarter, it purchased 8,257 shares of Invesco S&P 500 GARP ETF (SPGP), valued at approximately $938,000. This investment indicates a new posit...
Ethos Financial Group LLC Acquires 29,469 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Ethos Financial Group LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (ticker: SCHR) by 165.2% during the third quarter through additional purchases of 29,469 shares, totaling...
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...
InterDigital Inc.'s CFO, Richard Brezski, sold 6,981 shares for a total value of $2,307,150.69 at an average price of $330.49 per share on January 5th....
Matto Andrew Del, Netskope Inc.'s CFO, sold 77,207 shares on January 2nd at an average price of $16.92 per share, generating a total transaction value of $1,306,342.44....
David Knox, the CFO of Hyperion DeFi (NASDAQ:HYPD), purchased 27,950 shares on December 31st at an average price of $3.59 per share, totalling $100,340.50. Post transaction, he now owns a total of 327...
Merit Financial Group LLC bought 34,389 shares of Chewy Inc. (NYSE: CHWY) worth about $1.39 million, as per a recent filing with the SEC....
During the third quarter, Goldstone Financial Group LLC increased its holdings of Alphabet Inc.'s (NASDAQ:GOOGL) shares by purchasing an additional 2,381 shares. The company now owns a total of 15,942...
During the third quarter, Miracle Mile Advisors LLC increased its holdings of Meta Platforms, Inc. by 1.6%, adding 955 shares and bringing its total to 61,295 shares....
Cordatus Wealth Management LLC significantly increased its holdings of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) in Q3 2023. The firm's share count reached 20,481 after it bought an additional...
West Paces Advisors Inc. increased its holding of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.8% in the third quarter, adding an additional 1,900 shares to its existing position, now totalling 107,636 s...
Elm3 Financial Group LLC reduced its holdings in Eli Lilly and Company by 17.2% during the third quarter, selling 1,016 shares to leave them with 4,898 shares as per their latest filing with the SEC....
Daymark Wealth Partners LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 14.1% during the third quarter as per the latest SEC filing, raising its stake to 94,306 shares....
GoalVest Advisory LLC purchased 156,612 shares of the Goldman Sachs Municipal Income ETF (GMUB) during the third quarter, with a total investment value of approximately $7,968,000....
WestEnd Advisors LLC decreased its holdings of Mastercard Inc stock by 1.5% in the third quarter, selling off 1,151 shares to end up with ownership of 76,967 shares....
Leslie Global Wealth LLC reduced its holdings of the SPDR Portfolio S&P 500 ETF (SPLG) by selling 70,210 shares in the third quarter. The firm now owns 349,661 shares....
During the third quarter, Mechanics Bank Trust Department reduced its holdings of JPMorgan Equity Premium Income ETF by 11.6%, selling 34,588 shares to retain ownership of 262,353 shares....
GoalVest Advisory LLC increased its holdings in Vanguard S&P 500 ETF by 9.4% in Q3, purchasing an additional 22,579 shares to own a total of 261,688 shares....
GoalVest Advisory LLC decreased its holdings of iShares Select Dividend ETF (NASDAQ: DVY) by 87.1% in the third quarter, reducing their position from an unspecified original amount to 5,856 shares aft...
West Paces Advisors Inc. raised its investment in JPMorgan Ultra-Short Income ETF (JPST) by 15.8% in the third quarter, purchasing an additional 19,012 shares and increasing ownership to a total of 13...
The article compares Burford Capital and Lion Group based on valuation, dividends, analyst recommendations, risk, profitability, institutional ownership, and earnings metrics. It aims to determine whi...
WestEnd Advisors LLC reduced its holdings in iShares Expanded Tech-Software Sector ETF (IGV) by selling 1,607,895 shares during the third quarter. The firm now holds 13,551 shares....
WestEnd Advisors LLC decreased its holdings in iShares Core 60/40 Balanced Allocation ETF (AOR) by selling 26,863 shares during the 3rd quarter. After the transaction, it held 17,560 shares of the com...
WestEnd Advisors LLC has increased its holdings in the iShares 7-10 Year Treasury Bond ETF (IEF) by 13.9% during the third quarter, adding 91,530 shares to bring their total ownership to 751,166 share...
Railway Pension Investments Ltd reduced its stake in CrowdStrike by selling 118,657 shares during the third quarter. After this sale, the firm holds only 2,198 shares of CrowdStrike....
Retirement Financial Solutions LLC purchased 60,233 shares of Vanguard Short-Term Treasury ETF (VGSH) during the third quarter, with a total investment amounting to approximately $3.545 million....
During the third quarter, Retirement Financial Solutions LLC acquired 166,735 shares of Vanguard Long-Term Treasury ETF (VGLT), worth approximately $9.48 million, constituting roughly 5.8% of their po...
316,781 Shares in Schwab US Dividend Equity ETF $SCHD Acquired by Retirement Financial Solutions LLC
Retirement Financial Solutions LLC obtained new shares in the Schwab US Dividend Equity ETF during the third quarter. They acquired 316,781 shares valued at approximately $8.648 million....