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Financial advisors must understand their clients' motivations before shaping their behaviour

Kestra Advisory Services LLC purchased a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – April (NYSEARCA:GAPR – Free Report) in the second quarter, HoldingsChannel.com reports. The firm purchased 319,209 shares of the company’s stock, valued at approximately $9,918,000. Other hedge funds and other institutional investors have also bought and sold shares […]

Daiwa Securities Group Inc. decreased its holdings in shares of Paramount Global (NASDAQ:PARA – Free Report) by 9.5% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 55,566 shares of the company’s stock after selling 5,835 shares during the period. Daiwa Securities Group Inc.’s holdings in Paramount Global […]

Delos Wealth Advisors LLC grew its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 11,432 shares of the exchange traded fund’s stock after buying an additional 480 shares during the quarter. SPDR Gold Shares accounts for […]

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,943 shares of the company’s stock after selling […]