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SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Arcus Capital Partners LLC

Arcus Capital Partners LLC lessened its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 74.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,000 shares of the exchange traded fund’s stock after selling 14,820 shares during the quarter. Arcus […]
Gold Trust The Intrepid Capital Management Inc Exchange Commission First Command Advisory Services Inc Johnson Midwest Financial Worth Asset Management

Private Trust Co. NA Boosts Stock Position in The Travelers Companies, Inc. (NYSE:TRV)

Private Trust Co. NA grew its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,418 shares of the insurance provider’s stock after buying an additional […]
United States Daniels Frey Janney Montgomery Scott Williamh Heyman Travelers Companies Quarter For Travelers Companies
Source: wkrb13.com

Arkadios Wealth Advisors Decreases Stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)

Arkadios Wealth Advisors lessened its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 16.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,538 shares of the company’s stock after selling 3,382 shares during the period. Arkadios Wealth Advisors’ […]
United States Securities Exchange Commission Fuller Thaler Asset Management Inc Assetmark Inc First Command Advisory Services Inc True Wealth Design

Breakwater Capital Group Raises Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Breakwater Capital Group grew its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 13.5% during the fourth quarter, Holdings Channel reports. The fund owned 6,321 shares of the company’s stock after purchasing an additional 751 shares during the period. Breakwater Capital Group’s holdings in Mondelez International were worth $462,000 as of […]
United States Stifel Nicolaus Mondelez International Trading Down Mondelez International Company Profile First Command Advisory Services Inc Vitalstone Financial

Park Place Capital Corp Boosts Stock Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Park Place Capital Corp boosted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 30.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,144 shares of the company’s stock after acquiring an additional 979 shares […]
United States Financial Services Raleigh Capital Management Inc Securities Exchange Commission Qube Research Technologies Ltd Pacific Center
Source: wkrb13.com

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Farmers & Merchants Investments Inc. Raises Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Farmers & Merchants Investments Inc. boosted its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 200,424 shares of the company’s stock after purchasing an additional 10,791 shares during […]
United States Stifel Nicolaus Securities Exchange Commission News Ratings For Mondelez International Daily Mondelez International Stock Performance Farmers Merchants Investments Inc

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Purchased by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. increased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 34.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,189,600 shares of the company’s stock after purchasing an additional 561,600 shares during […]
United States Financial Services Company Profile Qube Research Technologies Ltd First Command Advisory Services Inc Russell Midcap Index Fund

Venturi Wealth Management LLC Boosts Stock Position in Arista Networks, Inc. (NYSE:ANET)

Venturi Wealth Management LLC grew its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,839 shares of the technology company’s stock after acquiring an additional 41 shares during the quarter. […]
Jayshree Ullal Yvonne Wassenaar Melius Research Venturi Wealth Management First Command Advisory Services Inc Arista Networks

Howland Capital Management LLC Decreases Stock Holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC)

Howland Capital Management LLC lowered its stake in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,506 shares of the company’s stock after selling 271 shares during the period. Howland […]
United States Howland Capital Management Householder Group Estate Retirement Specialist Fortitude Family Office Securities Exchange Commission Ge Healthcare Technologies Inc

StrategIQ Financial Group LLC Acquires Shares of 2,508 Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

StrategIQ Financial Group LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,508 shares of the company’s stock, valued at approximately $208,000. […]
Dow Jones Exchange Commission Strategiq Financial Group Hm Payson Co First Command Advisory Services Inc Westhill Financial Advisors Inc
Source: wkrb13.com

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