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May 26, 2024
SageView Advisory Group LLC lessened its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 15.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,445 shares of the company’s stock after selling 835 shares during the quarter. SageView […]
May 23, 2024
Allstate Corp lowered its position in National Storage Affiliates Trust (NYSE:NSA – Free Report) by 84.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,033 shares of the real estate investment trust’s stock after selling 69,543 shares during the quarter. Allstate Corp’s […]
May 22, 2024
Morgan Stanley (NYSE:MS – Get Free Report) has been given an average recommendation of “Hold” by the nineteen analysts that are presently covering the company, MarketBeat reports. Eleven investment analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 1-year target price among analysts […]
May 19, 2024
Gainplan LLC increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,485 shares of the company’s stock after buying an additional 169 shares during the quarter. Vanguard Small-Cap […]
May 6, 2024
ONEOK (NYSE:OKE – Free Report) had its price objective hoisted by JPMorgan Chase & Co. from $88.00 to $89.00 in a research report report published on Friday morning, Benzinga reports. They currently have an overweight rating on the utilities provider’s stock. Several other research analysts have also recently weighed in on the stock. Wells Fargo […]
May 5, 2024
Axxcess Wealth Management LLC decreased its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 15.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,842 shares of the company’s stock after selling 4,374 shares during the quarter. Axxcess Wealth […]
May 2, 2024
Prosperity Planning Inc. grew its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,741 shares of the company’s stock after acquiring an additional 3,510 shares during the quarter. […]
May 2, 2024
New York Life Investment Management LLC lifted its holdings in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,445 shares of the company’s stock after purchasing an additional 35,665 […]
May 2, 2024
Essex Financial Services Inc. boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 14.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,740 shares of the company’s stock after acquiring an additional 2,675 shares during […]
May 2, 2024
Great Valley Advisor Group Inc. reduced its stake in Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB – Free Report) by 7.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 68,324 shares of the company’s stock after selling 5,128 shares during the period. Great […]