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SageView Advisory Group LLC Has $797,000 Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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 […]
United States Indiana Trust Investment Management Sageview Advisory Group Asset Management Rooted Wealth Advisors Inc Wadegw Inc

Allstate Corp Sells 69,543 Shares of National Storage Affiliates Trust (NYSE:NSA)

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 […]
Greenwood Village United States Puerto Rico Quarter For National Storage Affiliates Trust Unisuper Management Pty Ltd Allstate Corp
Source: wkrb13.com

Analysts Set Morgan Stanley (NYSE:MS) Price Target at $98.30

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 […]
United States Jamesp Gorman Morgan Stanley Mandell Crawley Paces Advisors Inc Royal Bank

Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Bought by Gainplan LLC

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 […]
Truist Financial Corp Exchange Commission Warwick Investment Management Inc Advisory Alpha Wealth Partners Vanguard Small Cap

ONEOK (NYSE:OKE) PT Raised to $89.00

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 […]
United States Wayne Thomas Smith Jpmorgan Chase Co Equity Management Inc Manchester Capital Management Company Profile

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Axxcess Wealth Management LLC Has $1.95 Million Stock Holdings in iShares Convertible Bond ETF (BATS:ICVT)

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 […]
Financial Gravity Asset Management Inc Securities Exchange Commission Assetmark Inc Tradewinds Capital Management Advisory Alpha Axxcess Wealth Management

Prosperity Planning Inc. Has $12.19 Million Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

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. […]
United States Jackson Creek Company Profile Advisory Alpha Wadegw Inc Winthrop Advisory Group

New York Life Investment Management LLC Increases Position in iShares Convertible Bond ETF (BATS:ICVT)

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 […]
New York United States Assetmark Inc Securities Exchange Commission Tradewinds Capital Management York Life Investment Management

Essex Financial Services Inc. Acquires 2,675 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

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 […]
Exchange Commission Warwick Investment Management Inc Alpha Financial Advisors Advisory Alpha Wealth Partners Essex Financial Services Inc

Great Valley Advisor Group Inc. Decreases Stake in Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

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 […]
Wealth Partners Warwick Investment Management Inc Cap Index Fund Exchange Commission Company Profile Advisory Alpha

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