finance
629 articles • Page 8 of 13
Semus Wealth Partners LLC has taken a new position in FT Vest's U.S. Equity Buffer ETF – August (BATS:FAUG) by purchasing 82,620 shares worth approximately $4.29 million in the third quarter....
The article compares the financial and operational metrics of First Northwest Bancorp (NASDAQ:FNWB) and First Northern Community Bancorp (OTCMKTS:FNRN), focusing on valuation, profitability, dividends...
During the 3rd quarter, Endeavor Private Wealth Inc. significantly increased its stake in shares of Invesco QQQ by purchasing an additional 5,116 shares, bringing their total holding to 5,914 shares....
BitMine Immersion Technologies (NYSEAMERICAN: BMNR) saw its stock price increase by 9.8% during mid-day trading on Friday, reaching a high of $29.56 before closing at $29.8110. The volume of shares tr...
The Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW) experienced a significant rise in trading volume on Friday, with approximately 378,270 shares traded. This marks a 73% increase from Thur...
On Friday, Exzeo Group (NYSE:XZO) saw its shares decrease by 4.6%, reaching an intraday low of $23.13 and closing at the same price after trading 30,699 shares—a reduction of 85% from the usual daily ...
Ninety One North America Inc. reduced its Visa Inc. holdings by 0.4% in the third quarter through the sale of 1,654 shares, leaving them with 431,985 shares which constitute 6.9% of their portfolio....
An analysis comparing two finance companies, Triumph Financial (NASDAQ:TFIN) and UC Asset (OTCMKTS:UCASU), focusing on factors such as profitability, valuation, dividends, earnings, analyst recommenda...
Institutional investor, Diversified Trust Co., reduced its holdings in Brady Corporation (NYSE:BRC) by 48.7% during the third quarter. The firm sold 7,555 shares, leaving them with 7,950 shares....
Diversified Trust Co has purchased 5,465 shares of Mueller Industries Inc during the third quarter, with an estimated value of $553,000. This investment represents a new position for the institutional...
HM Payson & Co. decreased its holdings in Broadcom Inc.'s shares by 5% in the third quarter of 2023, according to a filing with the SEC. The fund reduced its ownership from 1,375,707 shares to 1,306,7...
According to recent 13F filing with SEC, Fort Washington Investment Advisors Inc., Ohio, decreased its holdings in semiconductor manufacturer Broadcom Inc. (NASDAQ:AVGO) by 23.4% during the third quar...
During the 3rd quarter, Perigon Wealth Management LLC purchased a new stake in Incyte Corporation by acquiring 5,365 shares worth approximately $455,000. The firm is one of several institutional inves...
First Pacific Financial reduced its holdings of the Amplify Etho Climate Leadership U.S.ETF (ETHO) by 43.2% during the third quarter, decreasing its share count from an earlier figure to a current tot...
Discipline Wealth Solutions LLC purchased shares totaling 4,857 in the Vanguard Dividend Appreciation ETF (VIG) during the third quarter. The investment was valued at around $1,048,000 as reported in ...
Nukkleus Inc. insider Anastasiia Kotaieva sold 55,604 shares at an average price of $4.49 per share on December 24th, completing a total transaction worth $249,661.96. Post-transaction, she owns 1,205...
Econ Financial Services Corp reduced its holdings of iShares Core MSCI EAFE ETF (IEFA) in the third quarter, selling off 61,973 shares to retain ownership of only 4,985 shares according to its latest ...
Econ Financial Services Corp reduced its holdings of Vanguard FTSE Emerging Markets ETF (VWO) by 92.4% during the third quarter, selling off 104,476 shares, and now holds only 8,563 shares....
Global Financial Private Client LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 5.5% in the third quarter, increasing its ownership to 15,743 shares after acquiring an additional 817 share...
The FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) reached a new 52-week high on Wednesday, trading up to $250.48 and closing at $249.41 with 11,121 shares traded....
Voya Investment Management LLC has recently purchased 13,552 shares of Ralliant Corporation valued at approximately $593,000 in the third quarter. This new investment was reported through a 13F filing...
Continuum Advisory LLC reduced its stake in Visa Inc. by 30.6% during the third quarter. The company sold 2,738 shares of Visa stock and now holds 6,211 shares according to their latest SEC filing....
Delta Investment Management LLC has significantly reduced its holdings in Vanguard Short-Term Treasury ETF (VGSH) by 96.1% during the third quarter, according to SEC filings. The firm now holds only 1...
Arrowhead Pharmaceuticals Director Mauro Ferrari disposed of 7,530 shares on December 26th at an average price of $70 per share, resulting in a total value of $527,100. After the transaction, Ferrari ...
In the 3rd quarter, Davis Investment Partners LLC increased its holdings in Janus Henderson AAA CLO ETF (JAAA) by purchasing an additional 12,261 shares, bringing the total ownership to 147,772 shares...
Osaic Holdings Inc. reduced its position in VanEck Agribusiness ETF (MOO) by 45.5% during the second quarter, as reported to the SEC via a Form 13F filing. The company sold 16,076 shares, decreasing t...
Chico Wealth RIA increased its holdings of the Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by purchasing an additional 14,708 shares during Q3, raising its total ownership to 1,653,832 shares....
GSG Advisors LLC has reduced its holding of Vanguard Total Stock Market ETF (VTI) by 0.7% in the third quarter through a sale of 1,808 shares, as reported in their latest SEC filing....
Delta Investment Management LLC increased its holdings of FT Vest Rising Dividend Achievers Target Income ETF (ticker RDVI) by 33.6% during the third quarter, according to recent SEC filings....
Chemung Canal Trust Co. reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA: IVV) by 7.1% during the third quarter, following a sale of 3,964 shares....
Farmers & Merchants Investments Inc. decreased its holdings in the iShares Core S&P 500 ETF (IVV) by selling 14,374 shares during the third quarter, reducing its total stake to 379,752 shares....
Calamos Wealth Management LLC increased its shareholding in Taiwan Semiconductor Manufacturing Company Ltd (TSM) by 10.8% during the third quarter via additional purchases of 4,138 shares, bringing th...
Calamos Advisors LLC reduced its stake in S&P Global Inc., selling 14,368 shares during the third quarter. As a result of this transaction, Calamos now holds 105,940 shares of S&P Global Inc....
Armstrong Fleming & Moore Inc increased its holding in Mastercard Incorporated (NYSE: MA) during the third quarter. The firm added 1,175 shares to their existing portfolio, bringing the total number o...
In Q3 2021, First American Bank reduced its stake in Eli Lilly by selling 872 shares, leaving a total holding of 52,156 shares....
Calamos Wealth Management LLC increased its holdings of Morgan Stanley by purchasing an additional 9,345 shares in the third quarter, bringing its total ownership to 87,236 shares....
Calamos Wealth Management LLC has reduced its holdings in Veeva Systems Inc. by 13.5% during the third quarter after selling 2,986 shares, bringing their total to 19,114 shares....
Brendel Financial Advisors LLC has acquired a new stake in iShares U.S. Utilities ETF (NYSEARCA:IDU) during the third quarter, with the purchase of 8,579 shares valued at about $951,000. This acquisit...
Calamos Advisors LLC reduced its holdings in Danaher Corporation by selling 36,163 shares during the third quarter. As a result, it now owns 223,518 shares of the conglomerate....
Calamos Advisors LLC increased its holdings of The Sherwin-Williams Company (NYSE:SHW) by purchasing an additional 30,207 shares, raising the total to 171,406 shares as reported in their latest SEC fi...
Calamos Wealth Management LLC increased its holdings of iShares MSCI EAFE ETF (ticker: EFA) in the third quarter by purchasing an additional 13,993 shares. As a result, the firm's total ownership rose...
Calamos Wealth Management LLC reduced its holdings in gas and engineering company Linde PLC by 8.6% during the third quarter through the sale of 3,109 shares, leaving them with a total of 33,012 share...
The Bank of Japan reports a continuing decline in physical currency circulation as consumers increasingly opt for digital and cashless payment methods....
In the third quarter, Diversified Trust Co increased its ownership of Bank of America Corporation (NYSE:BAC) by 6.1%. The firm's stake now totals 280,775 shares following an addition of 16,221 new sto...
Clark Asset Management LLC increased its holdings of Vanguard FTSE Developed Markets ETF (symbol: VEA) in the third quarter by purchasing an additional 189,438 shares. This brought their total to 2,18...
Boston Trust Walden Corp reduced its holding of Comcast Corporation shares by 27.2% during the third quarter, selling off 367,326 shares, leaving it with a total of 982,141 shares....
Baron Wealth Management LLC reduced its holdings of iShares MSCI USA Quality Factor ETF by 1.5% during the third quarter, decreasing its stock ownership from 288,385 to 284,039 shares....
Clark Asset Management LLC reduced its holdings of Vanguard Total Bond Market ETF (BND) by 50.7% in the third quarter, selling off 8,897 shares and maintaining ownership of 8,640 shares....
Bravias Capital Group LLC raised its holdings in Alpha Architect Tail Risk ETF (BATS: CAOS) by purchasing an additional 6,181 shares during the third quarter. This acquisition increased their total sh...
Permanent Capital Management LP has increased its investment in Capital One Financial Corporation (COF) by acquiring 12,960 shares worth approximately $2,755,000 during the third quarter. These purcha...