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LA Financiere DE L Echiquier Has $732,000 Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

LA Financiere DE L Echiquier reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 40.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,390 shares of the healthcare conglomerate’s stock after selling 950 shares during the quarter. LA Financiere […]
United States Thomase Roos Erin Mcsweeney Great Valley Advisor Group Inc Bartlett Co Unitedhealth Group Profile

iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Acquired by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,649 shares of the company’s stock after buying an additional […]
United States Schonfeld Strategic Advisors B Riley Wealth Advisors Inc Bartlett Co Exchange Commission Company Profile
Source: wkrb13.com

SOL Capital Management CO Sells 16,310 Shares of Global X Robotics & Artificial Intelligence Thematic ETF (NASDAQ:BOTZ)

SOL Capital Management CO decreased its position in Global X Robotics & Artificial Intelligence Thematic ETF (NASDAQ:BOTZ – Free Report) by 5.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 270,570 shares of the company’s stock after selling 16,310 shares during the period. Global X Robotics […]
Alphamark Advisors Capital Management Bartlett Co Ramirez Asset Management Inc Sol Capital Management Globalx Robotics

UnitedHealth Group Incorporated (NYSE:UNH) Holdings Lifted by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 19.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 311 shares of the healthcare conglomerate’s stock after purchasing an additional 51 shares during […]
United States Erin Mcsweeney Thomase Roos Unitedhealth Group Dividend Announcement Erste Group Bank Quarter For Unitedhealth Group

Provident Wealth Management LLC Raises Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Provident Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 1.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 49,537 shares of the company’s stock after buying an additional 672 shares during the quarter. Vanguard Mid-Cap Value ETF makes up approximately 3.1% of Provident Wealth […]
Visionpoint Advisory Group Headlands Technologies Provident Wealth Management Company Profile Blackrock Inc Investment Advisory Services Inc
Source: wkrb13.com

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Cubic Asset Management LLC Sells 920 Shares of Generac Holdings Inc. (NYSE:GNRC)

Cubic Asset Management LLC lessened its holdings in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 3.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 27,255 shares of the technology company’s stock after selling 920 shares during the quarter. Cubic Asset Management LLC’s holdings […]
Aaron Jagdfeld Roth Mkm Generac Holdings Inc Wealth Management Bartlett Co Asset Management

Matrix Asset Advisors Inc. NY Buys 45,811 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Matrix Asset Advisors Inc. NY lifted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 30.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 197,519 shares of the credit services provider’s stock after acquiring an additional 45,811 […]
United States Frank Keller Matrix Asset Advisors Inc Bartlett Co Sunbelt Securities Inc Paypal Holdings Inc

JPMorgan Chase & Co. Boosts Capital One Financial (NYSE:COF) Price Target to $152.00

Capital One Financial (NYSE:COF) had its target price raised by JPMorgan Chase & Co. from $134.00 to $152.00 in a report published on Wednesday, Benzinga reports. JPMorgan Chase & Co. currently has a neutral rating on the financial services provider’s stock. Other analysts also recently issued research reports about the stock. Bank of America raised […]
United States United Kingdom Bartlett Co Goldman Sachs Group Morgan Stanley National Association

Financial Security Advisor Inc. Has $417,000 Stock Holdings in Capital One Financial Co. (NYSE:COF)

Financial Security Advisor Inc. lessened its stake in shares of Capital One Financial Co. (NYSE:COF) by 4.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,180 shares of the financial services provider’s stock after selling 159 shares during the […]
United States United Kingdom Piper Sandler Capital One Financial Corporation Capital One Householder Group Estate Retirement Specialist

Hilton Worldwide Holdings Inc. (NYSE:HLT) Shares Sold by Park Place Capital Corp

Park Place Capital Corp decreased its position in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 4.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,799 shares of the company’s stock after selling 220 shares during the quarter. […]
Christopherj Nassetta Exchange Traded Concepts Bartlett Co Hilton Hotels Hilton Worldwide Holdings Inc Conrad Hotels
Source: wkrb13.com

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