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WealthBridge Capital Management LLC Purchases 111 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

WealthBridge Capital Management LLC increased its position in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,042 shares of the company’s stock after acquiring an additional 111 shares during the period. […]
Dow Jones Securities Exchange Commission Wealthbridge Capital Management Ten Capital Wealth Advisors First Command Bank Almanack Investment Partners

Balentine LLC Lowers Holdings in McKesson Co. (NYSE:MCK)

Balentine LLC decreased its stake in shares of McKesson Co. (NYSE:MCK – Get Rating) by 7.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,832 shares of the company’s stock after selling 328 shares during the quarter. Balentine LLC’s holdings in McKesson […]
Brians Tyler Robertw Baird Nancy Avila Investment Advisors Inc Mckesson Co Prescription Technology Solutions Rx

General Mills, Inc. (NYSE:GIS) Shares Sold by Twin Capital Management Inc.

Twin Capital Management Inc. decreased its holdings in General Mills, Inc. (NYSE:GIS – Get Rating) by 9.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,780 shares of the company’s stock after selling 3,944 shares during the period. […]
Bethanyc Quam Asia Latin America Piper Sandler Capital Management Inc Royal Bank Securities Exchange Commission

Fort Washington Investment Advisors Inc. OH Has $764,000 Stock Holdings in General Mills, Inc. (NYSE:GIS)

Fort Washington Investment Advisors Inc. OH lessened its holdings in General Mills, Inc. (NYSE:GIS – Get Rating) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,108 shares of the company’s stock after selling 408 shares during the quarter. Fort Washington […]
United States Stifel Nicolaus Asia Latin America Piper Sandler Bethanyc Quam Coast Financial

Bell Bank Sells 803 Shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Bell Bank lowered its stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 15.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,480 shares of the company’s stock after selling 803 shares during the quarter. Bell Bank’s holdings in […]
United States Geneos Wealth Management Inc Bell Bank Exchange Commission Bartlett Co First Command Bank

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Legal Advantage Investments Inc. Makes New $441,000 Investment in Chubb Limited (NYSE:CB)

Legal Advantage Investments Inc. bought a new position in Chubb Limited (NYSE:CB – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,000 shares of the financial services provider’s stock, valued at approximately $441,000. A number of other large investors have also added […]
United States Johnw Keogh Theodore Shasta Exeter Financial Unison Advisors First Command Bank

Invst LLC Sells 478 Shares of ONEOK, Inc. (NYSE:OKE)

Invst LLC reduced its position in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 2.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,024 shares of the utilities provider’s stock after selling 478 shares during the period. Invst LLC’s holdings in ONEOK were […]
United States North Dakota Financial Group Oneok Inc Morgan Stanley Worth Asset Management
Source: wkrb13.com

iShares Select Dividend ETF (NASDAQ:DVY) Shares Bought by FAS Wealth Partners

FAS Wealth Partners grew its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 3.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 38,758 shares of the company’s stock after buying an additional 1,194 shares during the quarter. FAS Wealth Partners’ holdings in iShares Select Dividend ETF were worth […]
Dow Jones First Command Bank Ten Capital Wealth Advisors Almanack Investment Partners Holdings Channel Shares Select Dividend

iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB) Stock Position Trimmed by Graypoint LLC

Graypoint LLC cut its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) by 5.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 97,678 shares of the company’s stock after selling 5,324 shares during the quarter. […]
Country Trust Bank First Command Bank Horan Securities Inc City Holding Co Wealth Advisors Securities Exchange Commission

Money Design Co. Ltd. Raises Stake in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Money Design Co. Ltd. boosted its position in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Get Rating) by 15.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 413,171 shares of the company’s stock after buying an additional 54,294 shares during […]
Money Design Co Company Profile Creative Financial Designs Inc Securities Exchange Commission Bessemer Group Inc Financial Services
Source: wkrb13.com

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