financial services
77 articles • Page 2 of 2
Diversified Trust Co increased its stake in Morgan Stanley by 63.9% during Q3 through the acquisition of additional 18,800 shares, bringing their total holdings to 48,243 shares....
In the third quarter, Copeland Capital Management LLC reduced its holdings of Ameriprise Financial Inc. (NYSE:AMP) by selling 1,652 shares, leaving it with a total of 34,602 shares....
Copeland Capital Management LLC decreased its holdings in Morgan Stanley by 4.6% during the third quarter, reducing their position by selling 7,767 shares and retaining a total of 159,764 shares....
Diversified Trust Co significantly increased its holdings of Apollo Global Management Inc.'s shares (NYSE: APO) in the third quarter, according to a recent SEC filing. The firm now owns 42,238 shares ...
Sowell Financial Services LLC reduced its holdings in the SPDR Portfolio S&P 600 Small Cap ETF by selling 10,940 shares, which represents a 15.4% decrease from their previous holdings. As of the third...
Sowell Financial Services LLC increased its holdings in Newmont Corporation by acquiring an additional 12,201 shares in the third quarter. The total shares held now amount to 29,637....
Sowell Financial Services LLC reduced its holdings of SPDR Gold Shares (NYSEARCA:GLD) by 43.7% in the third quarter, selling off 6,649 shares to end up with 8,575 shares....
Sowell Financial Services LLC reduced its stake in Cardinal Health Inc. by selling 9,987 shares during the third quarter, resulting in a holding of 15,419 shares....
During the 3rd quarter, Sapient Capital LLC reduced its shares in Intercontinental Exchange Inc. (ICE) by selling 81,428 stocks and retaining only 5,718 shares. The transaction was reported via a 13F ...
Sowell Financial Services LLC reduced its holdings of Kraft Heinz Company stock (NASDAQ: KHC) by 13.8% during the third quarter, selling off 21,241 shares and ending with a position of 132,595 shares....
Sowell Financial Services LLC reduced its holdings of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR) in the third quarter, selling 24,315 shares and lowering its stake by 26.7%. The firm now holds 6...
Sowell Financial Services LLC purchased 67,391 shares of the Invesco S&P International Developed Momentum ETF during the third quarter. The total investment amounts to approximately $3,638,000....
Deprince Race & Zollo Inc. decreased its holdings in U.S. Bancorp by 9,334 shares to a total of 794,689 shares during the third quarter....
Canoe Financial LP reduced its holdings of Capital One Financial Corp. (COF) by 37.5% during the third quarter following a sale of 227,349 shares, resulting in ownership of 378,889 shares....
Exchange Traded Concepts LLC increased its holdings in Morgan Stanley by 97.4% during the third quarter, adding 11,311 shares to reach a total of 22,927 shares....
Squarepoint Ops LLC has acquired a new stake of 54,373 shares in Farmland Partners Inc., valued at $626,000, during the second quarter. The purchase amounts to about 0.12% ownership for Squarepoint Op...
Richard P Slaughter Associates Inc reduced its holding of JPMorgan Chase & Co. stocks by 43.6% in the third quarter, disposing of 5,816 shares to retain ownership of 7,528 shares as per their latest r...
Thrivent Financial for Lutherans increased its share ownership in MidWestOne Financial Group by 34.2% during the second quarter, adding 31,867 shares to reach a total of 125,073 shares....
Diversified Trust Co has acquired a new stake of 7,203 shares in Voya Financial, Inc., with an estimated value of $539,000, according to their most recent filing with the Securities and Exchange Commi...
Chemung Canal Trust Co. increased its holdings of U.S. Bancorp (NYSE: USB) shares by 205.5% in the third quarter, as per recent regulatory filings with the SEC. The investment firm acquired an additio...
Security National Bank of Sioux City, Iowa has reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 38.7% during the third quarter. After this reduction, the bank now owns 7,084 shares....
CRA Financial Services LLC increased its holdings in Invesco QQQ by purchasing an additional 849 shares, bringing its total to 42,250 shares worth approximately $25.37 million as of the third quarter....
Evolution Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 ETF (SPLG) with a purchase of 22,202 shares during the third quarter, raising its total to 36,459 shares....
Sowell Financial Services LLC decreased its holdings in Amazon (NASDAQ:AMZN) by 7.1% in the third quarter, as per a recent SEC filing. The firm currently holds 211,442 shares after selling 16,187 shar...
Carnegie Investment Counsel increased its stake in Bank of America Corporation (NYSE:BAC) by 9.3% during the third quarter through additional purchases of 45,168 shares, bringing their total holdings ...
Fiduciary Alliance LLC reduced its holdings in Wells Fargo & Co (NYSE: WFC) by 58.5% during the third quarter. The firm's current stock holdings amount to 6,954 shares after selling 9,794 shares....
Econ Financial Services Corp increased its stake in Salesforce Inc. (NYSE:CRM) by 46.4% in the third quarter, as reported in Form 13F to the SEC. The firm now holds 7,670 shares of CRM stock after pur...