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2026-01-18 20:13 UTC
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financial holdings

7 articles

D.A. Davidson & CO. Raises Holdings in Ameriprise Financial, Inc. $AMP
During the 3rd quarter, D.A. Davidson & CO. increased its holdings of Ameriprise Financial (NYSE: AMP) by 24.1% through an additional purchase of 1,199 shares. The firm now owns a total of 6,180 share...
ORG Partners LLC Sells 24,209 Shares of ProShares Short S&P 500 $SH
ORG Partners LLC significantly reduced its holdings in ProShares Short S&P 500 (SH) during the third quarter by selling 24,209 shares. After the sale, ORG Partners LLC owned 4,101 shares of the financ...
Founders Financial Securities LLC Acquires 12,084 Shares of Capital Group Dividend Value ETF $CGDV
Founders Financial Securities LLC increased its holdings in the Capital Group Dividend Value ETF (ticker CGDV) by purchasing an additional 12,084 shares in the third quarter. Its total holding now sta...
Merit Financial Group LLC Grows Holdings in BorgWarner Inc. $BWA
Merit Financial Group LLC increased its holdings in BorgWarner Inc., an automotive parts company, by 73.1% during the third quarter of the year as reported to the SEC via a 13F filing. The institution...
Discipline Wealth Solutions LLC Boosts Position in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Discipline Wealth Solutions LLC increased its holdings in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 276.2% during the third quarter, buying additional shares to total 22,129 as per rec...
Vanguard S&P 500 ETF $VOO is DBK Financial Counsel LLC’s 6th Largest Position
DBK Financial Counsel LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by 31.1% during the third quarter, owning a total of 7,226 shares after purchasing an additional 1,715 shares....
Citizens Financial Group Inc. RI Has $7.37 Million Stock Holdings in Lowe’s Companies, Inc. $LOW
Citizens Financial Group Inc. RI increased its stock holdings in Lowe’s Companies Inc. by purchasing an additional 5,396 shares during the third quarter, leading to a total of 29,308 shares. This mark...