financial services
77 articles • Page 1 of 2
MUFG, Japan's largest lender, will acquire a 20% stake in Mumbai-based Shriram Finance, with an investment worth approximately $4.4 billion. This strategic move reflects MUFG's commitment to expanding...
According to a report by the London Stock Exchange Group (LSEG), Chinese investment bank Citic Securities topped the Asia-Pacific region's investment banking fee rankings for 2025, excluding Japan. Th...
Sowell Financial Services LLC increased its holdings in Capital One Financial Corporation by purchasing an additional 3,146 shares during the third quarter. The firm now owns a total of 12,984 shares....
Brookstone Capital Management has increased its holdings in Truist Financial Corporation (TFC) by 12.3% during the third quarter of 2023, buying an additional 36,916 shares to reach a total of 336,095...
Melone Private Wealth LLC decreased its investment in BlackRock MuniYield Michigan Quality Fund Inc. by 18.7% in the third quarter, selling 70,620 shares and holding 307,001 shares of the financial se...
TD Cowen raised its stock price target for American Express (NYSE:AXP) from $350.00 to $375.00 in a recent report, maintaining their hold rating on the company's payment service sector. This comes alo...
MarketBeat's stock screener tool identifies Rocket Companies, Society Pass, Kaspi.kz JSC, UP Fintech, DeFi Development, LexinFintech, and PPDAI Group as key fintech stocks to monitor. These companies ...
Sowell Financial Services LLC Has $3.50 Million Position in Goldman Sachs Municipal Income ETF $GMUB
Sowell Financial Services LLC has significantly increased its investment in the Goldman Sachs Municipal Income ETF (GMUB) by purchasing an additional 24,269 shares during the third quarter. This incre...
Sowell Financial Services LLC increased its holdings of iShares MSCI USA Momentum Factor ETF (BATS: MTUM) by 23.7% in the third quarter, according to a recent filing with the Securities & Exchange Com...
First Horizon Corp acquired 104,407 shares of First Horizon Corporation's stock in the third quarter, valued at approximately $2,361,000, according to a recent Form 13F filing with the SEC....
Barclays has raised its price target on Marsh & McLennan Companies (MMC) from $206.00 to $210.00, maintaining an overweight rating. This update comes as part of a research report sent out to investors...
Generali Asset Management SPA SGR decreased its holdings of The Charles Schwab Corporation by 16.4% in the third quarter, selling 20,462 shares to maintain a position of 104,264 shares as per their re...
First Horizon Corp has acquired a new position of shares worth approximately $2,014,000 in Capital One Financial Corporation during the third quarter. The number of shares purchased stands at 9,472....
The Oregon Public Employees Retirement Fund increased its holdings in Synchrony Financial by 29.1% during the third quarter, acquiring an additional 9,581 shares to reach a total of 42,475 shares....
CGC Financial Services LLC increased its holding in iShares Core S&P Mid-Cap ETF (IJH) by acquiring an additional 213,293 shares during the third quarter, raising its total share count to 326,780. Thi...
Retirement Financial Solutions LLC has acquired a new position in the SPDR Portfolio S&P 400 Mid Cap ETF (SPMD). They purchased 281,292 shares valued at approximately $16,087,000 during the third quar...
During the third quarter, Norris Perne & French LLP MI increased its holdings in JPMorgan Chase & Co. (JPM) by purchasing an additional number of shares, raising their total ownership to 18,572 shares...
During the third quarter, Sowell Financial Services LLC reduced its holdings in Sibanye Gold Limited by selling 68,592 shares. The firm now owns 19,953 shares after this reduction....
Dupont Capital Management Corp reduced its holdings in Marsh & McLennan Companies Inc. (NYSE: MMC) by selling 9,917 shares during the third quarter, resulting in a new position of 39,154 shares....
Econ Financial Services Corp has increased its stock position in The Hershey Company by 16.1% during the third quarter, as per their latest 13F filing with the SEC. They now hold 20,702 shares followi...
In the third quarter, Banque Pictet & Cie SA increased its holdings in Marsh & McLennan Companies Inc. (MMC) by 32.1%, acquiring an additional 73,091 shares, resulting in a total of 301,059 shares....
Eldred Rock Partners LLC increased its investment in Wells Fargo & Company by purchasing an additional 15,167 shares during the third quarter. This acquisition raised the fund's total holdings to 142,...
Diversified Trust Co has acquired 17,057 shares of FTAI Aviation Ltd during the third quarter, with a total acquisition value of approximately $2.846 million. This is reported in Diversified Trust's d...
Continuum Advisory LLC significantly increased its holdings in Fiserv, Inc. by 2,051.2% during the third quarter, adding 26,194 shares to reach a total of 27,471 shares....
Sowell Financial Services LLC increased its holdings in the Invesco S&P 500 Equal Weight ETF by acquiring an additional 3,829 shares during the third quarter of 2021. This constitutes a 23.2% increase...
Institutional investor Sowell Financial Services LLC increased its holdings of abrdn Physical Gold Shares ETF (SGOL) by 22.5% through additional purchases totaling 15,990 shares during the third quart...
Sowell Financial Services LLC reduced its holdings of Boston Scientific Corporation (BSX) by selling 28,806 shares in the third quarter, resulting in an ownership of 27,546 shares....
Carnegie Investment Counsel decreased its holdings in The Charles Schwab Corporation by 1.5% during the third quarter, selling 12,404 shares to hold a total of 813,935 shares....
During the third quarter of 2021, Canoe Financial LP significantly increased its stake in M&T Bank Corporation by acquiring additional shares worth over 138,173 units of stock, bringing their total ow...
Founders Financial Securities LLC significantly increased its holdings in Marsh & McLennan (NYSE:MMC) by 174.6% in the third quarter, purchasing an additional 6,451 shares to reach a total of 10,146 s...
According to recent Securities and Exchange Commission filings, Bourgeon Capital Management LLC reduced its stake in JPMorgan Chase & Co (NYSE:JPM) by 3.3% during the third quarter, selling off 3,000 ...
Econ Financial Services Corp purchased 12,838 shares of Flowserve Corporation during the third quarter, increasing their total investment to around $682,000....
During the third quarter, Generali Asset Management SPA SGR increased its ownership stake in Morgan Stanley by purchasing an additional 3,706 shares. This brought their total holdings to 121,014 share...
Swedbank AB increased its holdings in Broadridge Financial Solutions Inc. by 6.7% during the third quarter, adding 2,828 shares and owning a total of 44,902 shares....
Perpetual Ltd increased its holdings in Capital One Financial Corporation (COF) by 229% during the third quarter. The fund purchased an additional 3,211 shares, bringing its total stock position to 4,...
Harbor Investment Advisory LLC increased its holdings in Capital One Financial Corporation by 114.2% in the third quarter, according to recent SEC filings. The investment firm now owns 7,232 shares af...
NISA Investment Advisors LLC reduced its holdings of Brown & Brown, Inc. by 29% during the third quarter after selling 20,164 shares. The firm now owns 49,426 shares....
Penobscot Investment Management Company Inc. increased its investment in JPMorgan Chase & Co. during the third quarter by purchasing 5,647 additional shares, bringing their total ownership to 143,121 ...
The Oregon Public Employees Retirement Fund increased its ownership in Cincinnati Financial Corporation shares by 32.1% during the third quarter through additional purchases of 4,334 shares, as report...
MarketBeat's stock screener highlights five financial stocks investors should watch: JPMorgan Chase & Co., Robinhood Markets, Coinbase Global, Bank of America, and Visa. These companies operate within...
The Louisiana State Employees Retirement System increased its holdings in Columbia Banking System Inc by 40.8% during the third quarter of 2023. As per their SEC filing, they now own 83,200 shares aft...
Institutional investor Benjamin Edwards Inc. has increased its stake in Prudential Financial by 17.4% during the third quarter through the acquisition of an additional 4,516 shares....
Cerity Partners LLC increased its shareholding in Aflac Incorporated by 13.9% during the third quarter, having bought an additional 30,906 shares. This move brought their total ownership to 253,244 sh...
Cardinal Capital Management decreased its holdings in Raymond James Financial Inc by selling 4,180 shares in the third quarter, resulting in an adjusted position of 28,263 shares. This reduction is re...
Benchmark Financial Wealth Advisors LLC increased its holdings of UnitedHealth Group Inc. stocks by 155.7% in the third quarter, purchasing an additional 1,629 shares for a total ownership of 2,675 sh...
Diversified Trust Co decreased its holdings in MetLife Inc by selling 23,301 shares during the third quarter, reducing its ownership to 8,301 shares. The institutional investor reported this informati...
Generali Asset Management SPA SGR reduced its stake in Royal Bank Of Canada by 13.8% during the third quarter, selling off 9,053 shares and retaining 56,394 shares....
According to MarketBeat’s stock screener tool, Rocket Companies, Society Pass, Joint Stock Company Kaspi.kz, UP Fintech, DeFi Development, PPDAI Group, and IDT are the leading Fintech stocks to keep a...
In the third quarter, Voya Investment Management LLC increased its holdings in Heritage Commerce Corp by purchasing an additional 45,350 shares, making a total of 64,976 shares. This increase represen...
Calamos Wealth Management LLC increased its shareholdings of Wells Fargo & Company by approximately 7.1% during the third quarter through its latest Form 13F filing with SEC....