Page 32 - Advisor Group News Today

FineMark National Bank & Trust purchased a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 12,036 shares of the company’s stock, valued at approximately $326,000. A number of other large investors have also made changes to their positions in the […]

US Bancorp DE cut its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 476,145 shares of the company’s stock after selling 12,730 shares during the quarter. US Bancorp […]

FineMark National Bank & Trust lowered its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 28.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 556 shares of the company’s stock after selling 224 shares during the quarter. FineMark […]

SageView Advisory Group LLC lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 27.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,744 shares of the company’s stock after acquiring an additional 1,884 […]

Orion Portfolio Solutions LLC raised its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,419 shares of the manufacturing equipment provider’s stock after buying an additional […]

AXS Investments LLC reduced its stake in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 11.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 845 shares of the medical research company’s stock after selling 110 shares during the period. AXS Investments LLC’s holdings in Agilent Technologies were worth $117,000 at the end […]

Orion Portfolio Solutions LLC trimmed its holdings in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 7.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,359 shares of the industrial products company’s stock after selling 1,959 shares during the period. Orion Portfolio Solutions LLC’s holdings in RBC Bearings were worth $6,898,000 […]

Neuberger Berman Group LLC trimmed its position in shares of Evergy, Inc. (NYSE:EVRG – Free Report) by 59.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 122,036 shares of the company’s stock after selling 181,411 shares during the quarter. Neuberger Berman […]

Orion Portfolio Solutions LLC boosted its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 21.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 38,939 shares of the business services provider’s stock after acquiring an additional 6,878 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in Republic Services […]

ProVise Management Group LLC purchased a new position in iShares U.S. Industrials ETF (BATS:IYJ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,760 shares of the company’s stock, valued at approximately $201,000. Other institutional investors also recently […]