finance
440 articles • Page 6 of 9
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...
Institutional investor Duncker Streett & Co. Inc. decreased its holding in Thermo Fisher Scientific Inc. by selling 864 shares during the third quarter, reducing their stake by 3.9%. They now own 21,5...
Ethos Financial Group LLC disclosed that during the third quarter, it purchased 8,257 shares of Invesco S&P 500 GARP ETF (SPGP), valued at approximately $938,000. This investment indicates a new posit...
Ethos Financial Group LLC Acquires 29,469 Shares of Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Ethos Financial Group LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (ticker: SCHR) by 165.2% during the third quarter through additional purchases of 29,469 shares, totaling...
Ferguson Wellman Capital Management Inc. increased its holdings in BlackRock by 1.5% in the third quarter of 2021, adding an additional 494 shares to reach a total of 32,602 shares valued at $38.01 mi...
InterDigital Inc.'s CFO, Richard Brezski, sold 6,981 shares for a total value of $2,307,150.69 at an average price of $330.49 per share on January 5th....
Matto Andrew Del, Netskope Inc.'s CFO, sold 77,207 shares on January 2nd at an average price of $16.92 per share, generating a total transaction value of $1,306,342.44....
David Knox, the CFO of Hyperion DeFi (NASDAQ:HYPD), purchased 27,950 shares on December 31st at an average price of $3.59 per share, totalling $100,340.50. Post transaction, he now owns a total of 327...
Merit Financial Group LLC bought 34,389 shares of Chewy Inc. (NYSE: CHWY) worth about $1.39 million, as per a recent filing with the SEC....
During the third quarter, Goldstone Financial Group LLC increased its holdings of Alphabet Inc.'s (NASDAQ:GOOGL) shares by purchasing an additional 2,381 shares. The company now owns a total of 15,942...
During the third quarter, Miracle Mile Advisors LLC increased its holdings of Meta Platforms, Inc. by 1.6%, adding 955 shares and bringing its total to 61,295 shares....
Cordatus Wealth Management LLC significantly increased its holdings of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) in Q3 2023. The firm's share count reached 20,481 after it bought an additional...
West Paces Advisors Inc. increased its holding of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 1.8% in the third quarter, adding an additional 1,900 shares to its existing position, now totalling 107,636 s...
Elm3 Financial Group LLC reduced its holdings in Eli Lilly and Company by 17.2% during the third quarter, selling 1,016 shares to leave them with 4,898 shares as per their latest filing with the SEC....
Daymark Wealth Partners LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 14.1% during the third quarter as per the latest SEC filing, raising its stake to 94,306 shares....
GoalVest Advisory LLC purchased 156,612 shares of the Goldman Sachs Municipal Income ETF (GMUB) during the third quarter, with a total investment value of approximately $7,968,000....
WestEnd Advisors LLC decreased its holdings of Mastercard Inc stock by 1.5% in the third quarter, selling off 1,151 shares to end up with ownership of 76,967 shares....
Leslie Global Wealth LLC reduced its holdings of the SPDR Portfolio S&P 500 ETF (SPLG) by selling 70,210 shares in the third quarter. The firm now owns 349,661 shares....
During the third quarter, Mechanics Bank Trust Department reduced its holdings of JPMorgan Equity Premium Income ETF by 11.6%, selling 34,588 shares to retain ownership of 262,353 shares....
GoalVest Advisory LLC increased its holdings in Vanguard S&P 500 ETF by 9.4% in Q3, purchasing an additional 22,579 shares to own a total of 261,688 shares....
GoalVest Advisory LLC decreased its holdings of iShares Select Dividend ETF (NASDAQ: DVY) by 87.1% in the third quarter, reducing their position from an unspecified original amount to 5,856 shares aft...
West Paces Advisors Inc. raised its investment in JPMorgan Ultra-Short Income ETF (JPST) by 15.8% in the third quarter, purchasing an additional 19,012 shares and increasing ownership to a total of 13...
The article compares Burford Capital and Lion Group based on valuation, dividends, analyst recommendations, risk, profitability, institutional ownership, and earnings metrics. It aims to determine whi...
WestEnd Advisors LLC reduced its holdings in iShares Expanded Tech-Software Sector ETF (IGV) by selling 1,607,895 shares during the third quarter. The firm now holds 13,551 shares....
WestEnd Advisors LLC decreased its holdings in iShares Core 60/40 Balanced Allocation ETF (AOR) by selling 26,863 shares during the 3rd quarter. After the transaction, it held 17,560 shares of the com...
WestEnd Advisors LLC has increased its holdings in the iShares 7-10 Year Treasury Bond ETF (IEF) by 13.9% during the third quarter, adding 91,530 shares to bring their total ownership to 751,166 share...
Railway Pension Investments Ltd reduced its stake in CrowdStrike by selling 118,657 shares during the third quarter. After this sale, the firm holds only 2,198 shares of CrowdStrike....
Retirement Financial Solutions LLC purchased 60,233 shares of Vanguard Short-Term Treasury ETF (VGSH) during the third quarter, with a total investment amounting to approximately $3.545 million....
During the third quarter, Retirement Financial Solutions LLC acquired 166,735 shares of Vanguard Long-Term Treasury ETF (VGLT), worth approximately $9.48 million, constituting roughly 5.8% of their po...
316,781 Shares in Schwab US Dividend Equity ETF $SCHD Acquired by Retirement Financial Solutions LLC
Retirement Financial Solutions LLC obtained new shares in the Schwab US Dividend Equity ETF during the third quarter. They acquired 316,781 shares valued at approximately $8.648 million....
Semus Wealth Partners LLC has taken a new position in FT Vest's U.S. Equity Buffer ETF – August (BATS:FAUG) by purchasing 82,620 shares worth approximately $4.29 million in the third quarter....
The article compares the financial and operational metrics of First Northwest Bancorp (NASDAQ:FNWB) and First Northern Community Bancorp (OTCMKTS:FNRN), focusing on valuation, profitability, dividends...
During the 3rd quarter, Endeavor Private Wealth Inc. significantly increased its stake in shares of Invesco QQQ by purchasing an additional 5,116 shares, bringing their total holding to 5,914 shares....
BitMine Immersion Technologies (NYSEAMERICAN: BMNR) saw its stock price increase by 9.8% during mid-day trading on Friday, reaching a high of $29.56 before closing at $29.8110. The volume of shares tr...
The Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW) experienced a significant rise in trading volume on Friday, with approximately 378,270 shares traded. This marks a 73% increase from Thur...
On Friday, Exzeo Group (NYSE:XZO) saw its shares decrease by 4.6%, reaching an intraday low of $23.13 and closing at the same price after trading 30,699 shares—a reduction of 85% from the usual daily ...
Ninety One North America Inc. reduced its Visa Inc. holdings by 0.4% in the third quarter through the sale of 1,654 shares, leaving them with 431,985 shares which constitute 6.9% of their portfolio....
An analysis comparing two finance companies, Triumph Financial (NASDAQ:TFIN) and UC Asset (OTCMKTS:UCASU), focusing on factors such as profitability, valuation, dividends, earnings, analyst recommenda...
Institutional investor, Diversified Trust Co., reduced its holdings in Brady Corporation (NYSE:BRC) by 48.7% during the third quarter. The firm sold 7,555 shares, leaving them with 7,950 shares....
Diversified Trust Co has purchased 5,465 shares of Mueller Industries Inc during the third quarter, with an estimated value of $553,000. This investment represents a new position for the institutional...
According to recent 13F filing with SEC, Fort Washington Investment Advisors Inc., Ohio, decreased its holdings in semiconductor manufacturer Broadcom Inc. (NASDAQ:AVGO) by 23.4% during the third quar...
HM Payson & Co. decreased its holdings in Broadcom Inc.'s shares by 5% in the third quarter of 2023, according to a filing with the SEC. The fund reduced its ownership from 1,375,707 shares to 1,306,7...
During the 3rd quarter, Perigon Wealth Management LLC purchased a new stake in Incyte Corporation by acquiring 5,365 shares worth approximately $455,000. The firm is one of several institutional inves...
First Pacific Financial reduced its holdings of the Amplify Etho Climate Leadership U.S.ETF (ETHO) by 43.2% during the third quarter, decreasing its share count from an earlier figure to a current tot...
Discipline Wealth Solutions LLC purchased shares totaling 4,857 in the Vanguard Dividend Appreciation ETF (VIG) during the third quarter. The investment was valued at around $1,048,000 as reported in ...
Econ Financial Services Corp reduced its holdings of iShares Core MSCI EAFE ETF (IEFA) in the third quarter, selling off 61,973 shares to retain ownership of only 4,985 shares according to its latest ...
Nukkleus Inc. insider Anastasiia Kotaieva sold 55,604 shares at an average price of $4.49 per share on December 24th, completing a total transaction worth $249,661.96. Post-transaction, she owns 1,205...
Econ Financial Services Corp reduced its holdings of Vanguard FTSE Emerging Markets ETF (VWO) by 92.4% during the third quarter, selling off 104,476 shares, and now holds only 8,563 shares....
Global Financial Private Client LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 5.5% in the third quarter, increasing its ownership to 15,743 shares after acquiring an additional 817 share...
The FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) reached a new 52-week high on Wednesday, trading up to $250.48 and closing at $249.41 with 11,121 shares traded....