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February 1, 2023
Shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) have been given an average rating of “Moderate Buy” by the fifteen ratings firms that are covering the stock, MarketBeat Ratings reports. Five equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average […]
January 19, 2023
Fundamentun LLC lowered its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 5.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 65,828 shares of the software giant’s stock after selling 4,083 shares during the quarter. Microsoft accounts for about 3.1% of Fundamentun LLC’s […]
January 19, 2023
Stratos Wealth Advisors LLC trimmed its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 10.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,630 shares of the software giant’s stock after selling 4,994 shares during […]
January 6, 2023
FirstPurpose Wealth LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.4% in the 3rd quarter, Holdings Channel reports. The firm owned 5,668 shares of the financial services provider’s stock after buying an additional 391 shares during the quarter. FirstPurpose Wealth LLC’s holdings in JPMorgan Chase & Co. were worth $592,000 as of […]
January 2, 2023
FirstPurpose Wealth LLC lifted its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 6.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,259 shares of the biopharmaceutical company’s stock after buying an additional 368 shares during the period. FirstPurpose […]
November 8, 2022
The third title in six years for the respected program highlights how financial advisors and wealth management firms are investing in the future of the industry.
October 9, 2022
FirstPurpose Wealth LLC raised its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 12.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,159 shares of the home improvement retailer’s stock after buying an additional 236 […]
October 9, 2022
FirstPurpose Wealth LLC increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 8.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,827 shares of the cell phone carrier’s stock after purchasing an additional 1,169 shares during the […]
July 31, 2022
Read the latest stock market news on MarketBeat. Get real-time analyst ratings, dividend information, earnings results, financials, headlines, insider trades and options data for any stock.
July 9, 2022
Xponance Inc. acquired a new stake in nCino, Inc. (NASDAQ:NCNO – Get Rating) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 6,326 shares of the company’s stock, valued at approximately $259,000. Other hedge funds have also made changes to their positions in the […]