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April 19, 2023
Lodestar Private Asset Management LLC bought a new position in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 48,628 shares of the company’s stock, valued at approximately $3,147,000. Lodestar Private Asset […]
April 19, 2023
180 Wealth Advisors LLC increased its stake in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Get Rating) by 23.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,921 shares of the company’s stock after buying […]
April 19, 2023
Lodestar Private Asset Management LLC purchased a new position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 19,513 shares of the company’s stock, valued at approximately $1,448,000. Several […]
April 19, 2023
BOK Financial Private Wealth Inc. trimmed its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 164,051 shares of the company’s stock after selling 1,849 shares during the period. BOK Financial Private […]
April 18, 2023
First National Trust Co increased its holdings in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 19.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 377,304 shares of the company’s stock after purchasing an additional 62,635 shares […]
April 18, 2023
Capital Wealth Management LLC lowered its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 6.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 29,232 shares of the company’s stock after selling 1,945 shares during the quarter. SPDR […]
April 17, 2023
Windsor Group LTD cut its holdings in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,523 shares of the company’s stock after selling 1,315 shares […]
April 17, 2023
Laurel Wealth Planning LLC lifted its position in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Get Rating) by 23.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 127,245 shares of the company’s stock after acquiring an additional 24,053 shares during […]
April 17, 2023
Resources Investment Advisors LLC. trimmed its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Get Rating) by 21.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 872,474 shares of the company’s stock after selling 236,874 shares during the period. Schwab U.S. Large-Cap Value ETF comprises 1.7% of Resources Investment […]
April 16, 2023
Wealth Enhancement Advisory Services LLC cut its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 9.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,752,518 shares of the company’s stock after selling 975,584 shares during the period. Schwab International […]