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Legacy Advisors LLC Purchases 50,958 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Legacy Advisors LLC lifted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 28.4% during the fourth quarter, HoldingsChannel reports. The fund owned 230,489 shares of the company’s stock after acquiring an additional 50,958 shares during the quarter. iShares Russell Mid-Cap ETF comprises 2.3% of Legacy Advisors LLC’s holdings, making […]
United States Legacy Advisors Criterion Capital Advisors Raleigh Capital Management Inc Russell Midcap Index Fund Bellevue Asset Management
Source: wkrb13.com

Elevatus Welath Management Makes New Investment in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Elevatus Welath Management bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 17,680 shares of the company’s stock, valued at approximately $847,000. A number of other large investors also recently made changes to their positions in VEA. Wetzel Investment Advisors […]
Versant Capital Management Inc Holdings Channel Investment Research Advisory Group Inc First Command Advisory Services Inc Vanguard Developed Markets Index Fund Wetzel Investment Advisors Inc

Congress Wealth Management LLC DE Has $453,000 Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Congress Wealth Management LLC DE trimmed its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 25.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,416 shares of the company’s stock after selling 2,934 shares during the period. […]
United States First Command Advisory Services Inc International Assets Investment Management Company Profile Comerica Bank Exchange Commission

Hilltop Holdings Inc. Has $506,000 Stake in Ameren Co. (NYSE:AEE)

Hilltop Holdings Inc. grew its position in Ameren Co. (NYSE:AEE – Free Report) by 19.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,992 shares of the utilities provider’s stock after buying an additional 1,129 shares during the quarter. Hilltop Holdings Inc.’s holdings […]
United States Markc Lindgren Martinj Lyons Hilltop Holdings Inc Goldman Sachs Group Cape Investment Advisory Inc

Orion Portfolio Solutions LLC Purchases Shares of 41,315 Veralto Co. (NYSE:VLTO)

Orion Portfolio Solutions LLC bought a new position in Veralto Co. (NYSE:VLTO – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 41,315 shares of the company’s stock, valued at approximately $3,202,000. Other institutional investors have also recently made changes […]
Nova Scotia Mattias Bystrom Stifel Nicolaus Melissa Aquino Robertw Baird Royal Bank

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Hsbc Holdings PLC Acquires Shares of 733,524 Veralto Co. (NYSE:VLTO)

Hsbc Holdings PLC bought a new position in shares of Veralto Co. (NYSE:VLTO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 733,524 shares of the company’s stock, valued at approximately $60,334,000. Hsbc Holdings PLC owned approximately 0.30% of Veralto as of […]
Nova Scotia Robertw Baird Mattias Bystrom Melissa Aquino Veralto Corporation Blue Trust Inc

Community Health Systems (NYSE:CYH) Stock Price Up 3%

Community Health Systems, Inc. (NYSE:CYH – Get Free Report)’s stock price rose 3% during mid-day trading on Wednesday . The company traded as high as $3.76 and last traded at $3.73. Approximately 405,655 shares were traded during mid-day trading, a decline of 79% from the average daily volume of 1,923,681 shares. The stock had previously […]
United States First Command Advisory Services Inc Community Health Systems Inc Charles Schwab Investment Management Inc Illinois Municipal Retirement Fund Jump Financial
Source: wkrb13.com

Boston Family Office LLC Decreases Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Boston Family Office LLC cut its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,110 shares of the company’s stock after selling 50 shares during the […]
United States Boston Family Office Cap Index Fund Cerity Partners Vanguard Group Inc First Command Advisory Services Inc

iShares Gold Trust (NYSEARCA:IAU) Shares Sold by Boston Family Office LLC

Boston Family Office LLC lowered its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 13.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 9,275 shares of the exchange traded fund’s stock after selling 1,500 shares during the period. Boston Family Office LLC’s holdings […]
United States Charles Schwab Investment Management Inc Gold Trust Stock Down Chevy Chase Trust Holdings Gold Trust The Jpmorgan Chase Co

TFO Wealth Partners LLC Raises Stock Position in The Kroger Co. (NYSE:KR)

TFO Wealth Partners LLC boosted its position in shares of The Kroger Co. (NYSE:KR – Free Report) by 102,930.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,788 shares of the company’s stock after buying an additional 26,762 shares during the quarter. TFO Wealth […]
United States Valeriel Jabbar Carinl Fike First Command Advisory Services Inc Visionpoint Advisory Group Field Main Bank

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