financial institutions
14 articles
Cooper Financial Group reduced its holdings in the Vanguard Total Stock Market ETF (NYSEARCA: VTI) by 91.2% during the third quarter, selling off 9,890 shares and retaining a position of only 960 shar...
In the third quarter, Canoe Financial LP decreased its holdings of VanEck Junior Gold Miners ETF (GDXJ) by 27.1%, reducing its ownership from previous levels to 62,571 shares....
Farrell Financial LLC decreased its holdings of Loews Corporation by selling 6,120 shares during the third quarter, reducing their total share count to 40,601 shares....
Citizens Financial Group Inc. RI increased its position in the iShares Core S&P 500 ETF (NYSEARCA:IVV) by acquiring an additional 10,230 shares during the third quarter, resulting in a total ownership...
Citizens Financial Group Inc. RI increased its holdings in Verizon Communications Inc. by 4.7% during the third quarter. The institution now owns 277,161 shares post additional purchases....
Sandy Cove Advisors LLC increased its shareholdings in iShares Ultra Short-Term Bond Active ETF by 78.5% during the third quarter, adding 12,546 shares to bring their total holdings to 28,529 shares....
Comprehensive Financial Consultants Institutional Inc. reduced its stake in Johnson Controls International plc (NYSE:JCI) during the third quarter of 2021, selling 6,040 shares to hold 48,627 shares a...
Cape ANN Savings Bank decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) in the third quarter, reducing the number of shares by 1,089. The bank now owns 18,513 shares after the sale....
Friedenthal Financial significantly increased its stake in Carnival Corporation by purchasing an additional 30,866 shares during the third quarter, leading to a total of 32,397 shares. This represents...
Thrivent Financial for Lutherans increased its holdings in Vanguard Information Technology ETF (VGT) by 36.3% during the second quarter, as stated in their latest filing with the SEC. The institution ...
Breakthru Advisory Services LLC increased its holdings in Tortoise Power and Energy Infrastructure Fund Inc., adding 375,510 shares during the third quarter. The stake is valued at about $7,889,000....
Dynamic Advisor Solutions LLC Has $65.53 Million Holdings in Dimensional Core Fixed Income ETF $DFCF
Dynamic Advisor Solutions LLC increased its holdings in the Dimensional Core Fixed Income ETF (DFCF) by 2.8% in Q3, after acquiring an additional 41,305 shares, making a total of 1,532,461 shares owne...
Thrivent Financial for Lutherans decreased its investment in Western Alliance Bancorporation by selling 2,208,255 shares during the second quarter. As a result, Thrivent's holding amount now stands at...
During the third quarter, Diversified Trust Co increased its holdings of iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) by 3.1%. The firm expanded its position to 182,336 shares after acquiring ...