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May 2, 2024
DiNuzzo Private Wealth Inc. purchased a new stake in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,337 shares of the company’s stock, valued at approximately $26,000. Other large […]
May 2, 2024
Searle & CO. acquired a new stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,500 shares of the bank’s stock, valued at approximately $234,000. Other hedge funds and […]
May 2, 2024
Carson Advisory Inc. raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,096 shares of the company’s stock after purchasing an additional 77 shares during the […]
May 2, 2024
Carson Advisory Inc. increased its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 24.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,798 shares of the utilities provider’s stock after purchasing an additional 6,232 shares during the […]
May 2, 2024
Alpha Cubed Investments LLC bought a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 2,797 shares of the company’s stock, valued at approximately $217,000. A number of other hedge funds have also recently bought and sold shares of the stock. […]
May 2, 2024
Certuity LLC cut its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 98.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,734 shares of the company’s stock after selling 201,079 shares during the quarter. Certuity LLC’s holdings […]
May 1, 2024
Raymond James Financial Services Advisors Inc. lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 11.8% during the 1st quarter, Holdings Channel reports. The firm owned 3,600,863 shares of the company’s stock after acquiring an additional 378,773 shares during the period. Raymond James Financial Services Advisors Inc.’s holdings in Schwab […]
May 1, 2024
MONECO Advisors LLC raised its stake in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) by 32.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,327 shares of the company’s stock after acquiring an additional 6,391 shares during […]
May 1, 2024
Paces Ferry Wealth Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,574 shares of the company’s stock after purchasing an additional 142 shares during the quarter. iShares Core S&P 500 ETF accounts for 2.8% of Paces […]
May 1, 2024
PYA Waltman Capital LLC increased its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 6.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,720 shares of the insurance provider’s stock after buying an additional 282 […]