finance
440 articles • Page 3 of 9
Financial Consulate Inc. acquired new shares worth approximately $1,599,000 in Mastercard Incorporated during the third quarter as reported in their latest SEC filing....
A major shareholder of Mission Produce Inc., Holdings Venture Globalharvest, purchased 15,365 shares at an average price of $11.60 per share on December 24th, resulting in a total investment of $178,2...
GoalFusion Wealth Management LLC Acquires 19,227 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
GoalFusion Wealth Management LLC increased its ownership in the iShares Core U.S. Aggregate Bond ETF by purchasing an additional 19,227 shares during the third quarter, bringing their total holdings t...
Econ Financial Services Corp increased its holdings in PayPal by 43.1% during the third quarter of 2023, according to a recent filing with the SEC. The investment firm now owns 31,710 shares after pur...
Discipline Wealth Solutions LLC purchased new shares of the iShares 0-5 Year TIPS Bond ETF (NYSEARCA: STIP) during the third quarter. The institutional investor acquired 89,042 shares with a total val...
On Wednesday, shares of YieldMax Universe Fund of Option Income ETF (NYSEARCA:YMAX) hit a new 52-week low with the stock trading as low as $10.01 and closing at $10.0050 last seen with a volume of 182...
Voya Investment Management LLC reduced its stake in Park Hotels & Resorts Inc. by 72.8% in the third quarter through sales of 160,671 shares. The fund now holds 60,120 shares....
Invesco QQQ, Ondas Holdings, Intelligent Bio Solutions, ProShares UltraPro Short QQQ, Rocket Lab USA Inc., CoreWeave, and D-Wave Quantum are highlighted as value stocks by MarketBeat's stock screener....
Raspberry Pi Holdings stock (ticker LON:RPI) hit a 52-week low on Tuesday, trading as low as GBX 300 and closing at GBX 305.53 with a trading volume of 464,088 shares....
Diageo's share price hit its lowest point in the past year, trading down as low as GBX 1,587 and closing at GBX 1,589 with a high trading volume of 21,229,205 shares. The stock previously closed at GB...
Arvest Investments Inc. increased its stake in Apple Inc. by 23.4% during the third quarter, adding 4,719 shares to reach a total of 24,894 shares as per their latest filing with the SEC....
Encompass More Asset Management reduced its holdings in Tesla Inc. (NASDAQ:TSLA) by 6,070 shares during the third quarter, resulting in owning only 18,165 shares of Tesla. This减持导致特斯拉股票占其投资组合的比例下降至大约1...
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT increased its shareholding in Phillips 66 by 5.0% during the third quarter, as reported to the Securities and Exchange Commission (SEC), now o...
Cwm LLC increased its holdings in Elevance Health Inc., adding 167.9% more shares in the third quarter, reaching a total of 19,088 shares after acquiring an additional 11,962 shares as per the latest ...
The U.S. Treasury Department has announced sanctions against Iran but did not disclose the removal of a designation on a former Sberbank executive....
Financial analysts do not expect the Nikkei 225 index to reach 60,000 in the year 2026. They predict it will likely stabilize around mid-50,000 range...
Nitesh Sharan, CFO of SoundHound AI Inc., sold 60,780 shares on December 22nd at an average price of $11.28 per share, totaling approximately $685,598.40. Post-sale, he retained ownership of 1,705,148...
In the third quarter, Diversified Trust Co reduced its holdings of Vanguard Value ETF (VTV) by 26.6%, selling off 7,756 shares and retaining ownership of 21,421 shares....
The article lists five streaming-related companies to keep an eye on: Spotify Technology, Franco-Nevada, Roku, Confluent, and NetEase. Streaming stocks are defined as those of businesses focusing on c...
Boston Trust Walden Corp has decreased its holdings of Eversource Energy by 26.4% during the third quarter, reducing its ownership to 704,842 shares after disposing 252,290 shares....
Baron Wealth Management LLC increased its holdings of MFS Active International ETF (MFSI) by 3.5% in the third quarter, adding 32,729 shares to reach a total of 957,013 shares....
Clark Asset Management LLC has increased its holdings of Vanguard Small-Cap ETF (NYSEARCA:VB) by 9.6% during the third quarter, adding an additional 12,087 shares to its portfolio....
During Q3 2023, Clark Asset Management LLC boosted its holdings of the Vanguard Mortgage-Backed Securities ETF (VMBS) by acquiring an additional 27,734 shares. This increment has raised their total ow...
Clark Asset Management LLC increased its holdings in Invesco BulletShares 2027 Corporate Bond ETF by purchasing an additional 109,193 shares during the third quarter. This acquisition raised their tot...
MarketBeat's stock screener highlights Toyota Motor, Hasbro, and Mattel as significant toy stocks to monitor today. The term 'toy stocks' is used colloquially for securities that are traded for specul...
According to MarketBeat's stock screener tool, Society Pass, Rocket Companies, Kaspi.kz, UP Fintech, and DeFi Development are highlighted as key fintech stocks to watch on December 29th. These compani...
Permanent Capital Management LP has acquired a new stake of 11,542 shares valued at approximately $679,000 in the Vanguard Short-Term Treasury ETF (VGSH) during the third quarter. The firm's SEC filin...
Sowell Financial Services LLC decreased its holdings in AbbVie Inc (NYSE:ABBV) by 14.1% during the third quarter, after selling 8,716 shares; it now owns 53,225 shares....
Sowell Financial Services LLC reduced its holdings of Abbott Laboratories (NYSE: ABT) by 24.8% during the third quarter by selling 5,924 shares, leaving them with a total of 17,966 shares....
MPS Loria Financial Planners LLC reported an increase in its holdings of the iShares Russell 1000 ETF during the third quarter, raising its stake by 0.6% through additional purchases of 1,854 shares, ...
During the 3rd quarter, Permanent Capital Management LP purchased new shares in MarineMax Inc., accumulating 42,302 shares worth approximately $1.07 million. This investment represents a 0.20% stake i...
Valley National Advisers Inc. significantly reduced its stake in Marriott International by 94.5% in the third quarter of the year, selling approximately 7,692 shares and retaining only 450 shares....
Perigon Wealth Management LLC increased its holdings of Honeywell International Inc. by 54% during the third quarter through additional purchases of 7,285 shares, bringing their total to 20,784 shares...
Perigon Wealth Management LLC increased its holdings in ResMed Inc. by 9.4% in the third quarter through additional purchases of 2,110 shares, bringing their total to 24,482 shares....
Security Financial Services INC. reduced its share holdings of NVIDIA by 24.3% during the third quarter, selling 3,786 shares and retaining 11,772 shares....
Perigon Wealth Management LLC has increased its holdings of GE Aerospace (NYSE:GE) shares by 19.2% in the third quarter, acquiring an additional 2,909 shares to reach a total holding of 18,044 shares....
This article compares two small-cap finance companies, TrustCo Bank Corp NY and Harleysville Savings Financial, focusing on their profitability, valuation, risk, analyst recommendations, earnings, div...
Deprince Race & Zollo Inc. reduced its holdings in United Parcel Service, Inc. (UPS) by 9.4% during the third quarter. This decrease comes from a sale of 27,297 shares, leaving them with 264,191 share...
Deprince Race & Zollo Inc. increased its holdings of NXP Semiconductors shares by 8.1% in the third quarter, amassing a total of 149,789 shares after adding an additional 11,254 shares during that per...
Clune & Associates LTD increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA: DFUS) by 19.9% during the third quarter, after acquiring an additional 8,207 shares, bringing their total owners...
Bar Harbor Wealth Management reduced its holding of Exxon Mobil Corporation stocks by 4.1% during the third quarter. The firm now owns 217,449 shares following recent sales....
Ehrlich Financial Group increased its holdings of the Invesco QQQ (NASDAQ:QQQ) ETF by purchasing an additional 902 shares in the third quarter, raising their total ownership to 2,611 shares....
The article provides a financial comparison between two small-cap finance companies, Pinnacle Bank and First Foundation, focusing on valuation, risk, dividends, analyst recommendations, profitability,...
This article provides a comparative analysis between two finance companies, WillScot (NASDAQ:WSC) and Star (NASDAQ:STHO). The focus is on evaluating their profitability, valuation, institutional owner...
The article conducts a comparative analysis between two small-cap finance companies, Northeast Bancorp and Waterstone Financial, examining various aspects such as dividends, analyst recommendations, e...
MarketBeat's stock screener tool recommends seven dividend stocks for investor consideration: Direxion Daily TSLA Bull 2X Shares, Target, Exxon Mobil, Canadian Imperial Bank of Commerce, Chevron, Veri...
Clayton Financial Group LLC purchased 4,918 shares of Procter & Gamble stock during the third quarter, with a total investment value of approximately $756,000. This acquisition represents about 0.6% o...
Canoe Financial LP reduced its shareholding in Marriott International by 15.2% during the third quarter, having sold 18,965 shares and now holding a total of 105,541 shares....
Canoe Financial LP purchased 14,461 shares of Jack Henry & Associates Inc during the third quarter at a total value of approximately $2.15 million....
Richard Cohen, director of Ondas Holdings Inc., sold 25,861 shares on December 22nd at an average price of $9.48 per share, totalling a sale value of $245,162.28. After this transaction, he now direct...