Page 35 - Advisor Group News Today

Intech Investment Management LLC cut its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 31.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,267 shares of the company’s stock after selling 29,134 shares during the period. Intech Investment Management […]

Linscomb & Williams Inc. lessened its stake in shares of Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 33,902 shares of the company’s stock after selling 1,004 shares during the period. Linscomb & Williams Inc.’s […]

Godshalk Welsh Capital Management Inc. cut its holdings in shares of Unilever PLC (NYSE:UL – Free Report) by 36.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,475 shares of the company’s stock after selling 4,940 shares during the […]

Godshalk Welsh Capital Management Inc. lessened its position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 23.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,625 shares of the real estate investment trust’s stock after selling 500 shares during the […]

Glassman Wealth Services lifted its position in ASML Holding (NASDAQ:ASML – Free Report) by 12.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 322 shares of the semiconductor company’s stock after purchasing an additional 35 shares during the quarter. Glassman Wealth Services’ holdings in […]

Hudson Value Partners LLC increased its position in MDU Resources Group, Inc. (NYSE:MDU – Free Report) by 27.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 210,026 shares of the utilities provider’s stock after buying an additional 45,782 shares during the quarter. MDU […]

Hudson Value Partners LLC lifted its position in shares of Knife River Co. (NYSE:KNF – Free Report) by 24.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,962 shares of the company’s stock after buying an additional 9,418 shares during the […]

Cape Investment Advisory Inc. purchased a new position in Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 24,627 shares of the company’s stock, valued at approximately $382,000. A number […]

Cape Investment Advisory Inc. grew its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 70,069 shares of the company’s stock after purchasing an additional 1,326 shares during the period. Schwab International Equity ETF accounts for 1.3% of Cape Investment Advisory Inc.’s […]

Exelon Co. (NASDAQ:EXC – Free Report) – Stock analysts at Zacks Research lowered their Q2 2024 earnings estimates for shares of Exelon in a report issued on Thursday, May 23rd. Zacks Research analyst J. Saha now anticipates that the company will post earnings of $0.45 per share for the quarter, down from their previous forecast […]