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June 29, 2023
Sawyer & Company Inc boosted its holdings in Chubb Limited (NYSE:CB – Free Report) by 13.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 545 shares of the financial services provider’s stock after buying an additional 66 shares during […]
June 29, 2023
Flagship Private Wealth LLC raised its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 22.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 3,030 shares of the company’s stock after acquiring an additional 565 shares during the period. Flagship Private Wealth LLC’s holdings in iShares Select Dividend ETF […]
June 25, 2023
Transform Wealth LLC bought a new stake in ONEOK, Inc. (NYSE:OKE – Get Rating) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 168,270 shares of the utilities provider’s stock, valued at approximately $10,692,000. Several other institutional investors and hedge funds also recently made […]
June 25, 2023
Hennessy Advisors Inc. raised its position in ONEOK, Inc. (NYSE:OKE – Get Rating) by 0.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 378,426 shares of the utilities provider’s stock after acquiring an additional 1,700 shares during the […]
June 24, 2023
Wealth Management Partners LLC trimmed its position in shares of Alaska Air Group, Inc. (NYSE:ALK – Get Rating) by 39.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,010 shares of the transportation company’s stock after selling 3,990 shares during […]
June 24, 2023
Weatherly Asset Management L. P. cut its stake in shares of Alaska Air Group, Inc. (NYSE:ALK – Get Rating) by 11.5% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 5,369 shares of the transportation company’s stock after selling 700 shares during the period. Weatherly Asset Management […]
June 23, 2023
Donaldson Capital Management LLC raised its position in ONEOK, Inc. (NYSE:OKE – Get Rating) by 8.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,711 shares of the utilities provider’s stock after buying an additional 1,524 shares during the period. […]
June 23, 2023
HMS Capital Management LLC lessened its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 0.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,125 shares of the company’s stock after selling 123 shares during the quarter. […]
June 23, 2023
Centennial Wealth Advisory LLC decreased its holdings in ONEOK, Inc. (NYSE:OKE – Get Rating) by 7.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,134 shares of the utilities provider’s stock after selling 483 shares during the period. Centennial Wealth Advisory LLC’s holdings in […]
June 22, 2023
Leavell Investment Management Inc. decreased its stake in ONEOK, Inc. (NYSE:OKE – Get Rating) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 62,923 shares of the utilities provider’s stock after selling 300 shares during the period. Leavell Investment Management […]