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May 27, 2024
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2024 investor letter.
May 27, 2024
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here.
May 26, 2024
SageView Advisory Group LLC reduced its position in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 11.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,142 shares of the company’s stock after selling 1,631 shares during […]
May 26, 2024
Nations Financial Group Inc. IA ADV raised its position in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 1.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 35,639 shares of the company’s stock after acquiring an additional 558 shares during the period. Nations Financial Group Inc. IA […]
May 26, 2024
Nations Financial Group Inc. IA ADV raised its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 1.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 35,639 shares of the company’s stock after buying an additional 558 shares […]
May 21, 2024
It is an 'exceptionally fertile' time to invest in mispriced smaller companies
May 16, 2024
Avantax Advisory Services Inc. increased its stake in Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM – Free Report) by 22.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 65,880 shares of the company’s stock after purchasing an additional 11,870 shares during the quarter. […]
May 7, 2024
N.E.W. Advisory Services LLC lowered its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) by 73.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 19,623 shares of the company’s stock after selling 53,409 shares during the quarter. N.E.W. […]
May 7, 2024
N.E.W. Advisory Services LLC reduced its holdings in JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE – Free Report) by 73.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,623 shares of the company’s stock after selling 53,409 shares during the period. […]
May 6, 2024
Spire Wealth Management lifted its position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 21.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 156,015 shares of the company’s stock after buying an additional 28,066 shares during the quarter. Spire Wealth Management’s holdings in Goldman Sachs ActiveBeta U.S. […]