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April 8, 2023
Denver Wealth Management Inc. cut its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 4.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,813 shares of the company’s stock after selling 532 shares during the quarter. iShares Select Dividend […]
April 8, 2023
First National Bank Sioux Falls reduced its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,611 shares of the exchange traded fund’s stock after selling 314 shares […]
April 7, 2023
Clarus Group Inc. purchased a new position in Chubb Limited (NYSE:CB – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,093 shares of the financial services provider’s stock, valued at approximately $241,000. Several other hedge funds have also […]
April 6, 2023
Tokio Marine Asset Management Co. Ltd. raised its position in U.S. Bancorp (NYSE:USB – Get Rating) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,064 shares of the financial services provider’s stock after buying an additional […]
April 6, 2023
Lindbrook Capital LLC raised its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 38.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,377 shares of the exchange traded fund’s stock after purchasing an additional 661 […]
April 6, 2023
YorkBridge Wealth Partners LLC bought a new stake in Brookfield Co. (NYSE:BN – Get Rating) 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 bought 9,457 shares of the company’s stock, valued at approximately $298,000. A number of other […]
April 6, 2023
American Financial Advisors LLC boosted its stake in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,189 shares of the company’s stock after purchasing an additional 108 shares during the period. American Financial […]
April 5, 2023
Inspire Advisors LLC lifted its position in ONEOK, Inc. (NYSE:OKE – Get Rating) by 48.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,398 shares of the utilities provider’s stock after purchasing an additional 3,070 shares during the quarter. Inspire Advisors […]
April 5, 2023
Lineweaver Wealth Advisors LLC reduced its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Get Rating) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 344,132 shares of the company’s stock after selling 4,889 shares […]
April 5, 2023
Bank of Montreal Can lifted its stake in shares of Eastman Chemical (NYSE:EMN – Get Rating) by 18.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 296,849 shares of the basic materials company’s stock after purchasing an additional 46,513 shares during the quarter. Bank […]