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KPP Advisory Services LLC Raises Holdings in Diageo plc (NYSE:DEO)

KPP Advisory Services LLC increased its position in shares of Diageo plc (NYSE:DEO – Free Report) by 107.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,865 shares of the company’s stock after purchasing an additional 1,482 shares during the quarter. KPP Advisory Services LLC’s holdings […]
United States Atria Wealth Solutions Inc Pathstone Family Office Advisory Services Vanguard Personalized Indexing Management A Davidson

Humankind Investments LLC Has $759,000 Position in Moderna, Inc. (NASDAQ:MRNA)

Humankind Investments LLC raised its holdings in Moderna, Inc. (NASDAQ:MRNA – Free Report) by 32.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,636 shares of the company’s stock after buying an additional 1,882 shares during the period. Humankind Investments LLC’s holdings in […]
United States Noubar Afeyan Stephen Hoge William Blair Moderna Inc Sequoia Financial Advisors
Source: wkrb13.com

VitalStone Financial LLC Acquires 2,445 Shares of Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB)

VitalStone Financial LLC lifted its stake in Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB – Free Report) by 698.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,795 shares of the company’s stock after purchasing an additional 2,445 shares […]
A Davidson Geneos Wealth Management Inc Legacy Financial Strategies Da Davidson Exchange Commission Vitalstone Financial

Scout Investments Inc. Purchases 110,463 Shares of YETI Holdings, Inc. (NYSE:YETI)

Scout Investments Inc. boosted its position in YETI Holdings, Inc. (NYSE:YETI – Free Report) by 132.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,934 shares of the company’s stock after purchasing an additional 110,463 shares during the quarter. Scout Investments Inc.’s holdings in […]
Stifel Nicolaus Raymond James A Davidson Morgan Stanley Associates Corp Swiss National Bank

Intercontinental Exchange, Inc. (NYSE:ICE) Position Lifted by Natixis Investment Managers International

Natixis Investment Managers International raised its holdings in Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 368,910 shares of the financial services provider’s stock after acquiring an additional 2,425 shares during the […]
United States United Kingdom Juditha Sprieser Abu Dhabi Andrewj Surdykowski European Union

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OLD Point Trust & Financial Services N A Sells 21,342 Shares of Truist Financial Co. (NYSE:TFC)

OLD Point Trust & Financial Services N A cut its stake in Truist Financial Co. (NYSE:TFC – Free Report) by 9.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 203,963 shares of the insurance provider’s stock after selling 21,342 shares during […]
Piper Sandler Exchange Commission Annis Gardner Whiting Capital Advisors Pathstone Family Office Point Trust Financial Services A Davidson

Verition Fund Management LLC Sells 82,745 Shares of Edison International (NYSE:EIX)

Verition Fund Management LLC lowered its stake in Edison International (NYSE:EIX – Free Report) by 18.9% during the fourth quarter, Holdings Channel reports. The firm owned 354,317 shares of the utilities provider’s stock after selling 82,745 shares during the period. Verition Fund Management LLC’s holdings in Edison International were worth $25,330,000 at the end of […]
United States Caroline Choi Ceoj Andrew Murphy Morgan Stanley News Ratings For Edison International Daily Holdings Channel

Cassaday & Co Wealth Management LLC Increases Position in Hormel Foods Co. (NYSE:HRL)

Cassaday & Co Wealth Management LLC increased its position in shares of Hormel Foods Co. (NYSE:HRL – Free Report) by 11.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,043 shares of the company’s stock after purchasing an additional 700 shares during the […]
United States Marka Coffey Kevinl Myers Hormel Foods Co Jpmorgan Chase Co A Davidson

Cassaday & Co Wealth Management LLC Takes $223,000 Position in United Bankshares, Inc. (NASDAQ:UBSI)

Cassaday & Co Wealth Management LLC purchased a new stake in shares of United Bankshares, Inc. (NASDAQ:UBSI – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 5,946 shares of the financial services provider’s stock, valued at approximately $223,000. Other institutional […]
United States Community Banking Cassaday Co Wealth Management Charles Schwab Investment Management Inc United Bankshares Inc A Davidson
Source: wkrb13.com

Regal Investment Advisors LLC Purchases Shares of 216,084 First Trust Dow 30 Equal Weight ETF (NYSEARCA:EDOW)

Regal Investment Advisors LLC acquired a new position in shares of First Trust Dow 30 Equal Weight ETF (NYSEARCA:EDOW – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 216,084 shares of the company’s stock, valued at […]
Da Davidson Advisor Group News Ratings For First Trust Dow Company Profile Wealthcare Advisory Partners Exchange Commission

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