financial services
39 articles
The Illinois Municipal Retirement Fund increased its holdings of Ameriprise Financial Inc. stock by 21.3% in the third quarter. It now owns 17,890 shares after purchasing an additional 3,141 shares....
Elm Partners Management LLC has purchased 3,910 shares of JPMorgan Chase & Co., with a value of about $1.23 million, during the third quarter of the year as recorded in their latest Form 13F filing....
This article compares the business services companies FirstCash (FCFS) and Green Dot (GDOT), focusing on metrics such as profitability, analyst recommendations, dividends, valuation, risk, institution...
In its recent filing with the SEC, CIBC World Market Inc. reported a decrease of 7.1% in its holdings of Arthur J. Gallagher & Co., reducing its stake to 35,295 shares after selling 2,697 shares durin...
Japanese mobile payments service PayPay has filed for an initial public offering (IPO) on the NASDAQ exchange in the United States, marking its ambition to expand further into the American market....
Cornerstone Investment Partners LLC increased its holdings in Apollo Global Management Inc. (NYSE:APO) during the third quarter of 2023, adding 120,558 shares to reach a total ownership of 630,520 sha...
Edgemoor Investment Advisors Inc. increased its holdings of U.S. Bancorp stocks by 726.1% in Q3, adding 59,621 shares to the existing position to reach a total of 67,832 shares worth $3.28 million....
Envestnet Asset Management Inc. increased its shareholding in The PNC Financial Services Group by purchasing an additional 22,325 shares during the third quarter, raising its total持股数量至1,837,301股。这一变动...
Coronation Fund Managers Ltd reduced its holdings in The Charles Schwab Corporation by selling 19,691 shares during the third quarter, resulting in an ownership of 460,790 shares....
Coronation Fund Managers Ltd. increased its holdings in LPL Financial Holdings Inc. (LPLA) by 24.5% during the third quarter through acquiring an additional 36,950 shares of the company's stock....
Ameritas Advisory Services LLC significantly reduced its holdings of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) in the third quarter, selling 62,912 shares. The firm now holds only 21,950 shar...
Providence Capital Advisors LLC has invested in MetLife, purchasing 80,718 shares valued at approximately $6.649 million during the third quarter of the year, according to SEC filings....
Belpointe Asset Management LLC reduced its stake in JPMorgan Chase & Co by selling 1,929 shares during the third quarter, resulting in ownership of 46,462 shares....
Triglav Investments D.O.O. has acquired 6,300 shares of Capital One Financial Corporation valued at approximately $1.339 million during the third quarter. This information was disclosed in their recen...
Savant Capital LLC increased its holdings in Capital One Financial Corporation by purchasing an additional 3,044 shares during the third quarter. It now owns a total of 48,211 shares....
Cidel Asset Management Inc. decreased its holdings of Capital One Financial Corporation (NYSE:COF) by 32.2% in the third quarter by selling 3,400 shares. The firm now owns 7,161 shares....
Cidel Asset Management Inc. increased its holdings in Royal Bank of Canada by 1.5% during the third quarter. The current stake includes 595,378 shares....
Cookson Peirce & Co. Inc. decreased its holdings of Assurant, Inc.'s stock by 77.3% in the third quarter after selling 3,703 shares, leaving it with 1,086 shares....
In the third quarter, Caprock Group LLC purchased 43,311 shares of Manulife Financial Corp (MFC) for approximately $1.35 million, according to a recent SEC filing. This move places the entity as an in...
Caprock Group LLC has purchased 4,773 new shares of Aon plc stock worth approximately $1,752,000 during the third quarter, as reported in their latest filing with the SEC....
Caprock Group LLC has recently acquired a new position in Broadridge Financial Solutions Inc., purchasing 7,301 shares valued at approximately $1.866 million during the third quarter of the financial ...
Hartford Investment Management Co. decreased its holdings in JPMorgan Chase & Co. by 3.9% during the third quarter through selling off 6,569 shares, leaving them with a total of 161,173 shares....
Hantz Financial Services Inc. reduced its holdings in JPMorgan Chase & Co. by selling 3,623 shares in the third quarter, resulting in ownership of 130,373 shares....
Ashton Thomas Private Wealth LLC increased its holding in JPMorgan Chase & Co. by 33.7% during the third quarter, adding 28,913 shares to its existing portfolio of 114,616 shares as per recent regulat...
Caisse des Dépots et Consignations has recently acquired 10,437 shares of Apollo Global Management Inc., valued at approximately $1.4 million, as disclosed to the SEC for the third quarter....
Caisse Des Depots ET Consignations bought 69,214 shares of KeyCorp in the third quarter. The purchase amounts to approximately $1.3 million....
Callan Family Office LLC reduced its investment in JPMorgan Chase & Co. by selling 2,105 shares during the third quarter, bringing their total holdings down to 75,568 shares....
Heritage Investors Management Corp decreased its stake in JPMorgan Chase & Co. by selling 9,030 shares during the third quarter, resulting in ownership of 194,984 shares....
CIBC World Market Inc increased its holdings in Apollo Global Management Inc by 11.2% in the third quarter, purchasing an additional 21,305 shares to own a total of 211,434 shares....
Prospera Financial Services Inc increased its holdings of GE Aerospace (NYSE:GE) by 18.1% in the third quarter, purchasing an additional 7,315 shares to bring its total ownership to 47,706 shares....
Wealthfront Advisers LLC increased its holdings of Morgan Stanley shares by 3.9% during the third quarter, acquiring an additional 5,876 shares to reach a total of 157,575 shares....
During the third quarter, Compagnie Lombard Odier SCmA reduced its holdings of MetLife, Inc.'s stock by 7.9%, selling 14,093 shares to own a total of 164,691 shares valued at $13.57 million....
The New York State Common Retirement Fund has acquired a new position in Sumitomo Mitsui Financial Group Inc, purchasing 65,381 shares valued at approximately $1.094 million during the third quarter o...
Triglav Investments D.O.O. has increased its stake in The Charles Schwab Corporation by acquiring 15,000 shares worth approximately $1.43 million in the third quarter....
Optimize Financial Inc purchased 4,896 shares in The Charles Schwab Corporation during the third quarter, according to recent filings. This acquisition amounts to approximately $467,000 worth of stock...
BI Asset Management Fondsmaeglerselskab A S increased its stake in Intercontinental Exchange Inc. by 8.4% during the third quarter, adding 10,595 shares and now holding a total of 136,979 shares....
Envestnet Asset Management Inc. reduced its shareholding in Morgan Stanley by selling 127,480 shares during the third quarter, resulting in a total ownership of 2,920,977 shares....
Wealthfront Advisers LLC increased its holdings in Wells Fargo & Company (NYSE: WFC) by 3.3% during the third quarter. The fund purchased an additional 13,515 shares and now owns a total of 429,018 sh...
Hantz Financial Services Inc. reduced its stake in Ashland Inc. by selling 13,796 shares during the third quarter, leaving it with a total of 182,284 shares....