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June 5, 2024
Peapack Gladstone Financial Corp decreased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 468,851 shares of the company’s stock after selling 4,924 shares during the quarter. Johnson & […]
June 4, 2024
Legacy Financial Group Inc. lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 864 shares of the exchange traded fund’s stock after acquiring an additional 166 shares during the quarter. Legacy Financial Group […]
September 24, 2023
Smallwood Wealth Investment Management LLC lowered its stake in shares of SPDR Dow Jones REIT ETF (NYSEARCA:RWR – Free Report) by 4.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,040 shares of the company’s stock after selling 498 shares during […]
August 8, 2023
Assetmark Inc. boosted its position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR – Free Report) by 1,559.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 36,177 shares of the company’s stock after buying an additional 33,997 shares during the period. Assetmark Inc.’s holdings in SPDR Dow Jones REIT ETF were worth $3,212,000 […]
July 6, 2023
Cardinal Strategic Wealth Guidance lowered its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,315 shares of the company’s stock after selling 304 shares during the quarter. […]
July 5, 2023
Triangle Securities Wealth Management cut its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,337 shares of the company’s stock after selling 201 shares during the period. […]
July 3, 2023
Keene & Associates Inc. lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 34,420 shares of the company’s stock after selling 2,148 shares during the […]
July 2, 2023
Louisiana State Employees Retirement System increased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 164,800 shares of the company’s stock after purchasing an additional 1,000 shares during the quarter. Louisiana State Employees Retirement System’s holdings in Merck & […]
June 28, 2023
Helen Stephens Group LLC lessened its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 1.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,298 shares of the company’s stock after selling 240 shares during the period. Helen […]
June 25, 2023
Secure Asset Management LLC lifted its position in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 2.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,497 shares of the company’s stock after purchasing an additional 886 shares during […]