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HCR Wealth Advisors Takes Position in Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK)

HCR Wealth Advisors acquired a new stake in shares of Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,126 shares of the company’s stock, valued at approximately $213,000. Other […]
Advisor Group Provence Wealth Management Group Exchange Commission Truist Financial Corp Advisory Services Company Profile

Congress Wealth Management LLC DE Grows Stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

Congress Wealth Management LLC DE lifted its stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 147,523 shares of the company’s stock after purchasing an additional […]
Advisor Group Congress Wealth Management Securities Exchange Commission Advisors Inc Callan Capital Eudaimonia Advisors

Advisory Services Network LLC Cuts Stake in Snap-on Incorporated (NYSE:SNA)

Advisory Services Network LLC cut its holdings in shares of Snap-on Incorporated (NYSE:SNA – Free Report) by 2.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 12,737 shares of the company’s stock after selling 261 shares during the quarter. Advisory Services Network LLC’s holdings in Snap-on were worth $3,679,000 as of its most […]
Robertw Baird Richard Thomas Miller Jesus Arregui Roth Mkm Securities Inc Barrington Research

Congress Wealth Management LLC DE Sells 2,145 Shares of Canadian Pacific Kansas City Limited (NYSE:CP)

Congress Wealth Management LLC DE lowered its stake in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 3.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 53,647 shares of the transportation company’s stock after selling 2,145 shares during the period. Congress Wealth Management LLC DE’s holdings in Canadian Pacific Kansas […]
United States Raymond James Stifel Nicolaus Canadian Pacific Kansas City Limited Lincoln National Corp Pinnacle Financial Partners Inc

Sepio Capital LP Decreases Stake in Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV)

Sepio Capital LP cut its stake in shares of Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 6.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,614 shares of the company’s stock after selling 364 shares during the […]
Advisor Group Wealthsource Partners Janney Montgomery Scott Concourse Financial Group Securities Inc Company Profile Exchange Commission

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Skopos Labs Inc. Buys New Stake in Workday, Inc. (NASDAQ:WDAY)

Skopos Labs Inc. bought a new stake in Workday, Inc. (NASDAQ:WDAY – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 1,058 shares of the software maker’s stock, valued at approximately $292,000. A number of other hedge funds have also recently modified their holdings of WDAY. Yousif Capital Management LLC grew its […]
United States Davida Duffield Sanfordc Bernstein Skopos Labs Inc Advisor Group Royal Bank

Skopos Labs Inc. Invests $267,000 in TransDigm Group Incorporated (NYSE:TDG)

Skopos Labs Inc. purchased a new position in shares of TransDigm Group Incorporated (NYSE:TDG – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 264 shares of the aerospace company’s stock, valued at approximately $267,000. A number of other hedge funds and other institutional investors have also modified their holdings of TDG. Private […]
United States W Nicholas Howley Robertw Baird Jorge Valladares Syon Capital Transdigm Group Company Profile

484 Shares in MSCI Inc. (NYSE:MSCI) Bought by Skopos Labs Inc.

Skopos Labs Inc. bought a new position in shares of MSCI Inc. (NYSE:MSCI – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 484 shares of the technology company’s stock, valued at approximately $274,000. Several other institutional investors have also bought and sold shares of MSCI. Private Advisor Group LLC boosted its stake […]
Scotta Crum Henrya Fernandez Deutsche Bank Aktiengesellschaft Mawer Investment Management Ltd Advisor Group Wells Fargo Company
Source: wkrb13.com

Skopos Labs Inc. Buys New Holdings in The Kroger Co. (NYSE:KR)

Skopos Labs Inc. bought a new stake in The Kroger Co. (NYSE:KR – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 4,683 shares of the company’s stock, valued at approximately $214,000. Other hedge funds have also bought and sold shares of the […]
United States Todda Foley Valeriel Jabbar Skopos Labs Inc Exchange Commission Keystone Financial Group

Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV) Shares Sold by Sepio Capital LP

Sepio Capital LP trimmed its position in Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,614 shares of the company’s stock after selling 364 shares during the […]
Advisor Group Janney Montgomery Scott Hightower Advisors Sigma Planning Corp Exchange Commission Sepio Capital
Source: wkrb13.com

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