finance
440 articles • Page 5 of 9
GRIMES & Co Wealth Management LLC reduced its holdings in PayPal Holdings Inc by selling 14,934 shares during the third quarter, leaving it with 125,456 shares....
During the third quarter, Decker Retirement Planning Inc reduced its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by selling 126,755 shares, decreasing their position to 193,045 shares....
First Horizon Corporation has acquired a new stake in the iShares ESG MSCI KLD 400 ETF (NYSEARCA: DSI) during the third quarter. The corporation purchased 7,419 shares worth approximately $934,000....
Masterinvest Capital Management GmbH reduced its holdings in Visa Inc stock by 3.5% during the third quarter, shedding 1,467 shares and holding a total of 40,281 shares post-sale. Visa Inc makes up ap...
During the third quarter, Sumitomo Mitsui DS Asset Management Company Ltd purchased 74,478 shares of Block Inc., valued at approximately $5,383,000 according to their latest 13F filing with the Securi...
According to an SEC filing, ORG Partners LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by purchasing additional shares worth 41.8% during the third quarter. The firm now owns a...
During the third quarter, Sumitomo Mitsui DS Asset Management Company Ltd increased its ownership of Marvell Technology, Inc. shares by 8.8%, according to a Form 13F filing with the SEC....
New York State Teachers Retirement System reduced its PayPal Holdings shareholding by 1.7% during the third quarter of 2023, based on a recent regulatory filing with the SEC. The fund now holds 891,60...
The New York State Teachers Retirement System reduced its holdings in General Motors Company by 6.5% during the third quarter of the reporting period, selling 67,548 shares and now owning 968,309 shar...
The New York State Teachers Retirement System decreased its stock holdings in The Hartford Insurance Group by 2.8% during the third quarter, selling off 8,108 shares to leave a holding of 280,801 shar...
Trilogy Capital Inc., an institutional investor, decreased its holdings of Vanguard Dividend Appreciation ETF (VIG) by 83% in the third quarter through a sale of 16,702 shares, resulting in ownership ...
The Alaska Department of Revenue cut its holdings in Visa Inc., selling 11,004 shares which represents a decrease of 5.7% from its previous position. The institution now owns 181,303 shares of Visa st...
The Alaska Department of Revenue increased its stock position in Docusign Inc by 52.3% during the third quarter, as reported in a filing with the SEC. The department now holds 57,535 shares after acqu...
Nisa Investment Advisors LLC has reduced its stake in Cheniere Energy by selling 5,102 shares during the third quarter, resulting in an ownership total of 21,375 shares....
The State of Alaska Department of Revenue reduced its holdings in Exxon Mobil Corporation by selling 27,176 shares during the third quarter. The department now holds 616,135 shares of the oil and gas ...
The Oregon Public Employees Retirement Fund increased its shareholding in Charter Communications by 29.5% in the third quarter, adding 2,413 shares to reach a total of 10,604 shares....
Recent analyst reports indicate that both Piper Sandler and Raymond James Financial have set a new price target of $9.00 per share for Sight Sciences (NASDAQ: SGHT) on January 5, 2026....
ORG Partners LLC reduced its holdings of Invesco's S&P 500 Low Volatility ETF (SPLV) by 81% in the third quarter. Post-reduction, ORG Partners now owns 4,545 shares of the ETF....
SG Americas Securities LLC increased its stake in Ulta Beauty Inc. by 79.8% during the third quarter of 2023, raising its share count to 7,178 shares after buying an additional 3,186 shares....
Valmark Advisers Inc. increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA: IVV) by purchasing an additional 2,125 shares during the third quarter. As a result of this purchase, Valmark no...
SailPoint's Chief Financial Officer, Brian Carolan, sold 15,234 shares on January 6th at an average price of $19.23 per share, resulting in a total transaction value of $292,949.82. After the sale, Ca...
PTC Therapeutics' Chief Financial Officer, Pierre Gravier, sold 2,139 shares on January 6th at an average price of $76.95 per share, totalling a sale value of $164,596.05....
Michael Maclean, Chief Financial Officer of Avidity Biosciences, Inc., sold 1,974 shares at an average price of $72.23 per share on January 7th, resulting in a total sale value of $142,582.02....
Jesse Timmermans, CFO of Revolve Group (NYSE:RVLV), sold 5,349 shares on January 8th at an average price of $31.51 per share, resulting in a total sale value of $168,547. After the transaction, Timmer...
Contango ORE's CFO, Michael Aaron Clark, disposed of 10,097 shares on January 8th at an average price of $26 per share, resulting in a total sales amount of $262,522. Following the sale, Mr. Clark now...
The First Trust NASDAQ CFB Semiconductor Index Fund has reached a new 52-week high of $144.49, closing at $144.5290 with 23,070 shares traded....
Brokerages covering Eagle Bancorp Inc., with NASDAQ ticker EGBN, have collectively assigned a 'Hold' rating based on their recommendations. MarketBeat reports that one analyst rates the stock as 'Sell...
Sara Bonstein, CFO of Insmed Inc., sold 1,447 shares at an average price of $174.17 per share on January 8th, 2021. The transaction totaled approximately $252,023.99....
General Counsel Brian Busse of Arlo Technologies Inc. sold 18,841 shares on January 9th at an average price of $13.69 per share, resulting in a total transaction value of $257,933.29....
Geneos Wealth Management Inc. reduced its holdings of iShares S&P Small-Cap 600 Growth ETF (NASDAQ: IJT) in the third quarter, decreasing the position by 83.5% after selling 13,001 shares, leaving it ...
The iShares S&P GSCI Commodity-Indexed Trust (GSG) stock reached a new 52-week high of $23.77, closing at $23.6760 with trading volume of 77,726 shares....
Matto Andrew Del, Netskope Inc.'s Chief Financial Officer, has sold 49,875 shares at an average price of $17.16 each on January 6th. The transaction resulted in a total sale amount of approximately $8...
CoreCap Advisors LLC reduced its investment in Monster Beverage Corporation (MNST) by 61.1% during the third quarter, after selling 17,520 shares. The firm now holds 11,133 shares of MNST stock....
Incyte Corporation EVP Mohamed Khairie Issa sold 10,856 shares on January 7th at an average price of $109.07 per share, totalling $1,184,063.92. Post-sale, he directly owned 66,132 shares....
In its latest 13F filing with SEC, HB Wealth Management LLC reported an increased stake in Newmont Corporation by 21.1% during the third quarter of this year by adding 5,840 shares to make a total hol...
The WisdomTree Japan Hedged Equity Fund (NYSEARCA:DXJ) achieved a new one-year peak on Thursday, reaching an intraday high of $147.85 and closing at $147.62 with a trading volume of 299,773 shares....
Commonwealth Equity Services LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by selling 135,730 shares in the third quarter, resulting in ownership of 1,875,908 shares which represent approximate...
The Dimensional Emerging Markets Value ETF hit a new one-year high of $34.79 during mid-day trading on Thursday, closing at $34.60 with 175,908 shares traded. Previously, the stock had not reached suc...
Nomura Holdings Inc ADR (NYSE:NMR) achieved its highest point since last year on Thursday with a peak of $9.00 and closed at $8.855, trading over 1.3 million shares. The stock's previous close was $8....
Foronjy Financial LLC purchased 1,656 shares of Alphabet Inc.'s stock during the third quarter, with a total value of approximately $403,000 as shown in their latest filing with the Securities and Exc...
Clarity Wealth Advisors LLC increased its investment in JPMorgan Core Plus Bond ETF (ticker: JCPB) by 17% during the third quarter, adding 27,822 shares to reach a total of 191,243 shares....
Heck Capital Advisors LLC increased its holdings of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) by 9.5% during the third quarter, according to a recent SEC filing. The firm now...
In the third quarter of 2023, Ferguson Wellman Capital Management Inc. increased its shares of Stryker Corporation (SYK) by 0.8%, purchasing an additional 1,374 shares for a total ownership of 180,039...
During Q3, CX Institutional increased its stake in Corning Incorporated (NYSE:GLW) by 57.7%, acquiring an additional 9,814 shares to hold a total of 26,829 shares....
Barclays has downgraded its price target for Travelers Companies from $315.00 to $312.00 while maintaining an equal weight rating on the company's stock....
First Trust Preferred Securities and Income ETF $FPE Shares Sold by Commonwealth Equity Services LLC
In the third quarter, Commonwealth Equity Services LLC decreased its holdings in First Trust Preferred Securities and Income ETF (FPE) by selling 132,967 shares. Post this transaction, they held 1,359...
In the third quarter, CWA Asset Management Group LLC reduced its holdings of Mondelez International shares by 67.4%, down to 5,691 shares after selling 11,751 shares....
Chandler Asset Management Inc. increased its shareholding in Vanguard Real Estate ETF by 4.6% during the third quarter. This involved purchasing an additional 17,595 shares, bringing their total holdi...
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
In the third quarter of 2023, Ferguson Wellman Capital Management Inc., an institutional investor, increased its holdings of East West Bancorp stock by 2.6%. After buying additional shares, it now own...