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Year-end tax moves to make | Accounting Today

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

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Year-end tax moves to make | Financial Planning

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

New-jersey
United-states
Blackrock
New-york
Massachusetts
Boston
California
Manhattan
Waltham
Irvine
Chicago
Illinois

Cerity Partners LLC Has $253,000 Stock Holdings in Regions Financial Co. (NYSE:RF)

Cerity Partners LLC boosted its stake in Regions Financial Co. (NYSE:RF – Get Rating) by 39.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,477 shares of the bank’s stock after purchasing an additional 3,819 shares during the quarter. Cerity Partners LLC’s […]

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Steward Partners Investment Advisory LLC Sells 190 Shares of Teleflex Incorporated (NYSE:TFX)

Steward Partners Investment Advisory LLC lowered its stake in shares of Teleflex Incorporated (NYSE:TFX – Get Rating) by 20.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 726 shares of the medical technology company’s stock after selling 190 shares during the quarter. Steward Partners […]

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SG Americas Securities LLC Decreases Position in NVR, Inc. (NYSE:NVR)

SG Americas Securities LLC decreased its holdings in shares of NVR, Inc. (NYSE:NVR – Get Rating) by 2.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 228 shares of the construction company’s stock after selling 5 shares during the quarter. SG Americas Securities LLC’s holdings in NVR were worth $913,000 as of its […]

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