Page 42 - Cap Value News Today

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here.  In the first quarter...

Capital Investment Advisory Services LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 735.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,679 shares of the company’s stock after buying an additional 1,478 shares during the period. […]

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here.  In the first quarter...

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter.

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here.  In the first quarter...

BIP Wealth LLC trimmed its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 16.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,182 shares of the company’s stock after selling 649 shares during the period. […]

First National Bank Sioux Falls grew its holdings in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 9.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 45,141 shares of the company’s stock after purchasing an additional 3,883 shares during the period. Avantis […]

PDS Planning Inc lowered its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 5.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,615 shares of the company’s stock after selling 405 shares during the quarter. PDS Planning Inc’s holdings […]

Private Management Group Inc. raised its stake in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) by 0.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 296,558 shares of the company’s stock after purchasing an additional 1,567 shares during the period. Private Management Group Inc.’s holdings […]

Private Management Group Inc. grew its holdings in shares of The Gabelli Global Small and Mid Cap Value Trust (NYSE:GGZ – Free Report) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 296,558 shares of the company’s stock after purchasing an additional […]