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May 2, 2024
Pekin Hardy Strauss Inc. decreased its stake in shares of National Storage Affiliates Trust (NYSE:NSA – Free Report) by 36.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,305 shares of the real estate investment trust’s stock after selling 3,550 shares during the period. Pekin Hardy […]
May 2, 2024
MONECO Advisors LLC grew its position in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 7.0% in the 4th quarter, HoldingsChannel reports. The fund owned 3,951 shares of the company’s stock after buying an additional 260 shares during the period. MONECO Advisors LLC’s holdings in Invesco S&P MidCap Quality ETF were […]
May 1, 2024
Pekin Hardy Strauss Inc. decreased its position in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 7.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,110 shares of the company’s stock after selling 2,650 shares during the quarter. Pekin Hardy Strauss […]
May 1, 2024
Pekin Hardy Strauss Inc. decreased its position in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 7.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,110 shares of the company’s stock after selling 2,650 shares during the quarter. Pekin Hardy Strauss […]
April 30, 2024
Silver Oak Securities Incorporated acquired a new stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 7,557 shares of the company’s stock, valued at approximately $670,000. A number of other hedge funds also recently made changes to their positions in the company. […]
April 29, 2024
Raymond James & Associates lifted its position in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 3.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,742,248 shares of the company’s stock after buying an additional 121,641 shares during […]
April 28, 2024
Laurel Wealth Advisors LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 12,470 shares of the social networking company’s stock after selling 404 shares during the quarter. Laurel Wealth Advisors LLC’s holdings in Meta Platforms were worth $4,414,000 as of […]
April 28, 2024
Laurel Wealth Advisors LLC raised its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,995 shares of the credit services provider’s stock after purchasing an additional 186 shares during the quarter. […]
April 28, 2024
Golden State Equity Partners lessened its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,962 shares of the CRM provider’s stock after selling 203 shares during the quarter. […]
April 28, 2024
Gilliland Jeter Wealth Management LLC acquired a new stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 13,405 shares of the CRM provider’s stock, valued at approximately $3,527,000. Salesforce comprises approximately 1.5% […]