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March 27, 2024
SignalPoint Asset Management LLC boosted its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 11.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,664 shares of the company’s stock after purchasing an additional 1,195 shares during the period. SignalPoint […]
March 27, 2024
Jvl associates llc bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 2,676 shares of the company’s stock, valued at approximately $208,000. Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. […]
March 27, 2024
Cadent Capital Advisors LLC cut its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.2% during the fourth quarter, HoldingsChannel reports. The firm owned 5,286 shares of the exchange traded fund’s stock after selling 117 shares during the quarter. Cadent Capital Advisors LLC’s holdings in SPDR Gold Shares were worth $1,011,000 as of […]
March 27, 2024
Tectonic Advisors LLC lifted its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 18.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,620 shares of the bank’s stock after purchasing an additional 1,172 shares during the period. Tectonic Advisors LLC’s holdings in Bank of New York Mellon […]
March 27, 2024
Atlantic Union Bankshares Corp cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 925,900 shares of the company’s stock after selling 5,417 shares during the quarter. iShares Russell […]
March 27, 2024
Bar Harbor Wealth Management increased its position in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 6.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 25,142 shares of the company’s stock after buying an additional 1,590 shares during the period. Bar Harbor Wealth Management’s holdings […]
March 27, 2024
Cadent Capital Advisors LLC reduced its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,286 shares of the exchange traded fund’s stock after selling 117 shares during […]
March 27, 2024
Tectonic Advisors LLC raised its stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 18.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,620 shares of the bank’s stock after acquiring an additional 1,172 shares […]
March 27, 2024
Centennial Wealth Advisory LLC decreased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,266 shares of the exchange traded fund’s stock after selling 307 shares during the quarter. SPDR Gold […]
March 27, 2024
Cornell Pochily Investment Advisors Inc. bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 1,413 shares of the insurance provider’s stock, valued at approximately $269,000. Other large investors also recently added to or reduced […]