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Vanguard Total Bond Market ETF (NASDAQ:BND) Shares Purchased by Lincoln National Corp

Lincoln National Corp grew its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 78.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 85,300 shares of the company’s stock after buying an additional 37,523 shares during the period. Lincoln […]
United States Securities Exchange Commission Steph Co Nevada Inc Headlands Technologies Whittier Trust Co

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 383 Shares of Costco Wholesale Co. (NASDAQ:COST)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lessened its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,537 shares of the retailer’s stock after selling […]
New Zealand United Kingdom Puerto Rico United States Susanl Decker Russelld Miller

Spire Wealth Management Has $24.12 Million Stock Position in Costco Wholesale Co. (NASDAQ:COST)

Spire Wealth Management raised its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 14.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,702 shares of the retailer’s stock after purchasing an additional 4,478 shares during the period. Costco […]
United Kingdom Puerto Rico United States New Zealand Claudine Adamo Susanl Decker

Insider Selling: Raymond James (NYSE:RJF) Insider Sells 11,095 Shares of Stock

Raymond James (NYSE:RJF – Get Free Report) insider James E. Bunn sold 11,095 shares of the company’s stock in a transaction on Friday, May 3rd. The stock was sold at an average price of $124.44, for a total transaction of $1,380,661.80. Following the transaction, the insider now owns 46,977 shares in the company, valued at […]
United States Raymond James Jamese Bunn Advisor Group Wealth Management Rj Bank
Source: wkrb13.com

Piper Sandler Trims Freshworks (NASDAQ:FRSH) Target Price to $22.00

Freshworks (NASDAQ:FRSH – Free Report) had its target price lowered by Piper Sandler from $28.00 to $22.00 in a research note issued to investors on Thursday, Benzinga reports. The firm currently has an overweight rating on the stock. A number of other research firms also recently commented on FRSH. Oppenheimer downgraded Freshworks from an outperform […]
Piper Sandler Robertw Baird Roxannes Austin Jenniferh Taylor Jefferies Financial Group Wolfe Research

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ARS Wealth Advisors Group LLC Has $1.50 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

ARS Wealth Advisors Group LLC raised its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 58.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,276 shares of the retailer’s stock after purchasing an additional 837 shares during the […]
Puerto Rico New Zealand United Kingdom United States Russelld Miller Claudine Adamo

Axxcess Wealth Management LLC Has $10.31 Million Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Axxcess Wealth Management LLC lifted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 8.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,618 shares of the retailer’s stock after acquiring an additional 1,187 shares during the quarter. Axxcess Wealth […]
United States United Kingdom New Zealand Puerto Rico Susanl Decker Claudine Adamo

Freshworks (NASDAQ:FRSH) Price Target Cut to $21.00 by Analysts at JMP Securities

Freshworks (NASDAQ:FRSH – Free Report) had its price objective decreased by JMP Securities from $29.00 to $21.00 in a report released on Thursday, Benzinga reports. JMP Securities currently has a market outperform rating on the stock. Several other equities analysts also recently commented on FRSH. Piper Sandler dropped their target price on Freshworks from $28.00 […]
Jenniferh Taylor Piper Sandler Robertw Baird Barryl Padgett Morgan Stanley Northside Capital Management

M&T Bank Corp Has $206.20 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)

M&T Bank Corp increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,803,488 shares of the company’s stock after acquiring an additional 132,045 shares […]
United States Securities Exchange Commission Whittier Trust Co Your Advocates Ltd Nevada Inc T Bank Corp

Legacy Financial Advisors Inc. Boosts Stock Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

Legacy Financial Advisors Inc. raised its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,328 shares of the financial services provider’s stock after purchasing an […]
United States Michaelj Hannon Legacy Advisors Securities Exchange Commission Bangor Savings Bank Financial Services Group Inc

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