financials
20 articles
Burns Matteson Capital Management LLC acquired 8,017 new shares of UnitedHealth Group Inc. during the third quarter, valued at approximately $2,768,000, according to their latest filing with the SEC....
Cerity Partners LLC decreased its holdings in Vanguard Consumer Staples ETF (VDC) by 8.6% during the third quarter. The reduction involved selling 12,002 shares, leaving them with a total of 128,296 s...
Watsco Inc.'s stock price reached a new 52-week low on Wednesday, trading at $338.85 and closing slightly higher at $357.5050 with a market capitalization of $14.56 billion....
Tiptree Financial Inc., listed on NASDAQ as TIPT, saw its share price drop below the 50-day moving average during Monday's trading session. The stock's current 50-day moving average stands at $18.34 a...
Helios Technologies, Inc. announced a quarterly dividend of $0.09 per share for stockholders of record as of January 7th, with the payment scheduled for January 21st. The annualized dividend is 0.7%. ...
Regatta Capital Group LLC has augmented its holdings in Capital Group Conservative Equity ETF (CGCV) by 43.5% during the third quarter. The company now owns 93,651 shares after acquiring an additional...
Heck Capital Advisors LLC increased its holdings of iShares Core MSCI EAFE ETF (BATS: IEFA) by 4.1% in the third quarter, adding 18,284 shares to reach a total of 463,118 shares. This position is now ...
Ethos Financial Group LLC reduced its holdings of Broadcom Inc. stock by 21.6% in the third quarter, selling 2,074 shares and retaining a total of 7,543 shares following the sale....
NISA Investment Advisors LLC increased its investment in Citizens Financial Group Inc. by purchasing an additional 17,315 shares during the third quarter, raising its total holdings to 81,764 shares a...
On Friday, Copart Inc.'s stock (NASDAQ: CPRT) reached its lowest point within the past year at $37.97 per share before closing slightly higher at $37.9940 with a trading volume of 1,941,098 shares. Pr...
Boston Trust Walden Corp decreased its stake in BlackRock by 11% during the third quarter of 2023, according to SEC filings, by selling off 4,234 shares. Boston Trust now owns 34,398 shares of BlackRo...
Melone Private Wealth LLC has acquired a position of 14,500 shares in the Capital Group Growth ETF during the third quarter of the year, as reported in their 13F filing with the SEC. The investment is...
Osaic Holdings Inc. increased its stake in TransUnion by 102.1% during the second quarter through the purchase of an additional 13,123 shares, raising its total holdings to 25,970 shares....
Cahaba Wealth Management Inc. increased its holdings of JPMorgan Ultra-Short Income ETF by 4.7% in the third quarter, purchasing an additional 15,707 shares to own a total of 349,833 shares....
In the third quarter, Burney Co. increased its holdings in McDonald’s Corporation (NYSE:MCD) by 95.7%, raising its ownership from previous levels to a total of 39,575 shares post-acquisition of an add...
During the third quarter, Signal Advisors Wealth LLC reduced its holdings in the iShares Silver Trust ETF by selling 10,950 shares. The firm now owns 7,690 shares....
Thrivent Financial for Lutherans significantly increased its holdings in Mattel Inc., up by 137.5% during the second quarter through acquiring an additional 109,527 shares....
In the third quarter, Ehrlich Financial Group acquired a new position in PIMCO's Multi-Sector Bond Active ETF (ticker: PYLD), purchasing 64,427 shares with an approximate value of $1.7 million as repo...
Clark Asset Management LLC acquired a new position in Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ: BSCZ) during the third quarter. The firm purchased 49,508 shares worth roughly [value not sp...
During the second quarter, Thrivent Financial for Lutherans reduced its holdings in NETSTREIT Corp by selling 52,454 shares, resulting in a new total ownership of 216,763 shares. This sale represents ...