finance
629 articles • Page 9 of 13
Permanent Capital Management LP purchased 8,753 shares of the iShares Russell 1000 Growth ETF (ticker: IWF) valued at approximately $4.1 million during the third quarter....
Paradiem LLC increased its stake in Chevron Corp by purchasing an additional 5,994 shares during the third quarter, totaling 7,433 shares. This represents a significant increase of 416.5%, as reported...
Vontobel Holding Ltd. reduced its stake in JPMorgan Chase & Co. by 4.1% during the third quarter, selling 15,531 shares and retaining ownership of 361,531 shares based on recent SEC filings....
Schulz Wealth LTD increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA: DFCF) by 80.7% during the third quarter, adding 31,070 shares to bring their total ownership to 69,589 shares....
Regatta Capital Group LLC increased its stake in iShares Core High Dividend ETF (NYSEARCA: HDV) by 42.7% during the third quarter of 2023, as reported to the Securities and Exchange Commission. The fi...
During the third quarter, Granite Bay Wealth Management LLC decreased its holdings in Alphabet Inc. by selling 3,366 shares, reducing its ownership to 35,349 shares. This information was disclosed thr...
Permanent Capital Management LP bought 65,293 new shares of Vanguard Small-Cap ETF (NYSEARCA:VB) in the third quarter, with a total valuation of about $16.655 million....
Perigon Wealth Management LLC increased its holdings of Dimensional International Sustainability Core 1 ETF (DFSI) in the third quarter by acquiring an additional 13,125 shares, bringing their total o...
Perigon Wealth Management LLC increased its holdings in the Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL) during Q3 by purchasing an additional 8,501 shares, bringing the total to 65,372 ...
Institutional investor Meyer Handelman Co. increased its shareholding in Visa Inc. by 6.5% during the third quarter of the current year, adding 5,801 shares to reach a total ownership of 95,445 shares...
In the third quarter, Perigon Wealth Management LLC increased its holdings in JPMorgan Active Growth ETF (NYSEARCA:JGRO) by an additional 12,623 shares, resulting in a total ownership of 67,298 shares...
Sapient Capital LLC purchased 2,986 shares of Vanguard Extended Market ETF during the third quarter, bringing the value to approximately $626,000. This was disclosed through their latest filing with t...
Founders Grove Wealth Partners LLC reduced its holdings of Vanguard S&P 500 ETF (VOO) in the third quarter, selling 1,025 shares and holding a total of 15,274 shares after the transaction....
Cahaba Wealth Management Inc. increased its holdings in the iShares National Muni Bond ETF (MUB) by 7.7% in the third quarter, purchasing an additional 24,132 shares and bringing its total ownership t...
Roffman Miller Associates Inc. PA reduced its stake in Alphabet Inc.'s stock by 2.1% during the third quarter, selling 8,699 shares and holding a total of 413,232 shares valued at $100.46 million....
E. Ohman J or Asset Management AB reduced its stake in Deckers Outdoor Corporation's (NYSE: DECK) shares by 95.2% during the third quarter, selling off 131,521 shares and holding only 6,690 shares aft...
Everpar Advisors LLC boosted its investment in the Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS) by acquiring an additional 32,406 shares in the third quarter. This increase represents a ...
Osaic Holdings Inc. reduced its holdings in the Vanguard S&P Small-Cap 600 Growth ETF by selling 14,636 shares during the second quarter, leaving it with 19,289 shares....
Everpar Advisors LLC increased its holdings of Capital Group's Dividend Value ETF (CGDV) by 16.8% in the third quarter, resulting in ownership of 114,823 shares after purchasing an additional 16,490 s...
Clune & Associates Ltd. decreased its holdings in Dimensional US Core Equity Market ETF by 17.1% during the third quarter, selling 12,726 shares to maintain a total ownership of 61,516 shares....
BlackRock Floating Rate Income Strategies Fund (NYSE:FRA) saw a significant decrease of 35.1% in short interest from November to mid-December, with only 366,786 shares remaining as of December 15th....
The short interest in the iShares AAA CLO Active ETF traded on NASDAQ under the symbol CLOA saw a significant reduction of 35.4% from November to December, dropping to 47,825 shares as of December 15t...
Brookstone Capital Management increased its stake in Meta Platforms by 7.9% during the third quarter of 2023, purchasing an additional 4,831 shares to reach a total holding of 66,320 shares valued at ...
Clune & Associates LTD. increased its holdings in Dimensional International Value ETF (NYSEARCA: DFIV) by purchasing an additional 11,040 shares during the third quarter, bringing its total to 365,708...
During the third quarter, Client 1ST Advisory Group LLC increased its holdings in iShares Global Energy ETF (NYSEARCA:IXC) by purchasing an additional 15,715 shares, thus raising its total ownership t...
Carnegie Investment Counsel reduced its holdings in Marsh & McLennan Companies by 6.2% during the third quarter, selling off 6,375 shares to hold a total of 97,020 shares according to their latest fil...
Emprise Bank has acquired a new stake in Dimensional US High Profitability ETF (DUHP) by purchasing 13,982 shares during the third quarter. The investment is valued at approximately $528,000. Addition...
Carnegie Investment Counsel decreased its holding in the SPDR Portfolio S&P 500 Growth ETF (SPYG) by selling 7,803 shares during the third quarter. Post transaction, the firm owned 119,404 shares....
Camelot Technology Advisors Inc. reduced its holdings in the iShares Core S&P 500 ETF ($IVV) by selling 1,768 shares during the third quarter, lowering its stake by 3.1%. Post transaction, it now hold...
In the second quarter of this year, Osaic Holdings Inc increased its holdings in TransMedics Group (TMDX) by purchasing an additional 6,899 shares, bringing its total ownership to 21,116 shares....
A comparative analysis of small-cap finance companies Runway Growth Finance (RWAY) and SLR Investment (SLRC) is presented, focusing on aspects such as valuation, analyst recommendations, dividends, pr...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in Pacer US Small Cap Cash Cows ETF (CALF) by selling 14,739 shares during the third quarter, resulting in a total holding o...
Comprehensive Financial Consultants Institutional Inc. increased its holdings in First Trust Growth Strength ETF (NASDAQ: FTGS) by 65.8% during the third quarter, adding 30,859 shares to reach a total...
Eagle Capital Management LLC has purchased 3,340 shares of VanEck Semiconductor ETF (SMH) during the third quarter, with a total value of approximately $1,090,000....
Busey Bank reduced its holdings in Intel Corporation by 34.8% during the third quarter, shedding 34,651 shares to leave it with a total of 64,899 shares as per recent SEC filings....
During the third quarter, Canoe Financial LP reduced its holdings in Chubb Limited by selling 4,434 shares, resulting in ownership of 142,451 shares....
During the 3rd quarter, Enclave Advisors LLC reduced its holdings of Exxon Mobil Corporation by 21.9%, selling off 21,395 shares to retain ownership of 76,087 shares....
Sonalee Elizabeth Parekh, CFO of Asana Inc., sold 24,888 shares at an average price of $13.54 per share on December 23rd, totalling a transaction value of approximately $336,983.52. After the sale, sh...
Canoe Financial LP increased its holdings of Agnico Eagle Mines Limited shares (NYSE:AEM and TSE:AEM) by 19.5% in the third quarter, adding to their previous ownership with an extra 184,177 shares....
Canoe Financial LP reduced its holdings of Mastercard Inc by 4.1% in the third quarter, selling 12,950 shares to hold a total of 303,681 shares....
Canoe Financial LP reduced its holdings in Royal Bank of Canada by 1.3% in the third quarter of 2023, selling off 13,156 shares to leave a total of 1,026,117 shares....
Canoe Financial LP increased its holdings of Fiserv, Inc.'s shares by 37.9% during the third quarter, according to a recent SEC filing. The investment firm now owns 418,419 shares after purchasing an ...
GEN Financial Management Inc. reduced its holdings of Vanguard Dividend Appreciation ETF (VIG) by 10.4% in the third quarter, reducing its stake to 90,080 shares after selling 10,470 shares....
Canoe Financial LP increased its shareholding in Colliers International Group Inc. (NASDAQ:CIGI) by 10.8% to 40,180 shares in the third quarter due to additional purchases of 3,901 shares....
GEN Financial Management Inc. decreased its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by selling 89,536 shares, resulting in a new holding of 719,332 shares for the third quarter....
Busey Bank decreased its holdings of Philip Morris International Inc stock by selling 30,458 shares during the third quarter, leaving it with a total of 166,496 shares....
Canoe Financial LP acquired 45,000 shares of Diageo plc (NYSE: DEO) during the third quarter, valuing its new stake at approximately $4.29 million. This investment comes alongside other institutional ...
Cwm LLC has increased its holdings in Fidelity Total Bond ETF (FBND) by 21.2% in the third quarter through the acquisition of an additional 458,305 shares, bringing its total ownership to 2,617,055 sh...
During the 3rd quarter, Cwm LLC reduced its holdings of Schwab US Dividend Equity ETF by selling 221,368 shares, resulting in a new total of 5,393,495 shares. This represents a decrease of 3.9% from p...
David Myles, an insider at Olema Pharmaceuticals, sold 51,000 shares on December 19th. The transaction was completed at an average price of $30.46 per share, raising a total of $1,553,460. Following t...