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Baskin Financial Services Inc. Takes Position in Brookfield Co. (NYSE:BN)

Baskin Financial Services Inc. bought a new stake in Brookfield Co. (NYSE:BN – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 907,256 shares of the company’s stock, valued at approximately $28,502,000. Brookfield makes up 3.3% of Baskin Financial […]
Nova Scotia Brookfield Corp Baskin Financial Services Inc Brookfield Co Baystate Wealth Management First Command Bank
Source: wkrb13.com

JB Capital LLC Raises Stock Position in Alaska Air Group, Inc. (NYSE:ALK)

JB Capital LLC lifted its holdings in Alaska Air Group, Inc. (NYSE:ALK – Get Rating) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,627 shares of the transportation company’s stock after acquiring an additional 381 shares during the period. […]
United States Costa Rica Eagle Bay Raymond James J Kenneth Thompson Andreal Schneider

Amgen Inc. (NASDAQ:AMGN) Shares Sold by Blue Fin Capital Inc.

Jmac Enterprises LLC cut its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 25.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,928 shares of the exchange traded fund’s stock after selling 9,655 shares during the period. Jmac […]
Congress Wealth Management Jmac Enterprises Conservest Capital Advisors Inc Penserra Capital Management Vanguard Group Inc Exchange Commission

Autus Asset Management LLC Lowers Stake in iShares Select Dividend ETF (NASDAQ:DVY)

Autus Asset Management LLC decreased its position in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,525 shares of the company’s stock after selling 175 shares during the period. Autus […]
Dow Jones Ten Capital Wealth Advisors Autus Asset Management Securities Exchange Commission Northern Oak Wealth Management Inc First Command Bank
Source: wkrb13.com

Autus Asset Management LLC Has $309,000 Stake in ONEOK, Inc. (NYSE:OKE)

Autus Asset Management LLC lowered its holdings in ONEOK, Inc. (NYSE:OKE – Get Rating) by 36.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,700 shares of the utilities provider’s stock after selling 2,700 shares during the quarter. Autus Asset Management […]
United States North Dakota First Command Bank Ronald Blue Trust Inc Wells Fargo Company Worth Asset Management

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iShares Select Dividend ETF (NASDAQ:DVY) Stock Holdings Lifted by Jmac Enterprises LLC

Jmac Enterprises LLC raised its stake in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 1.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 15,429 shares of the company’s stock after buying an additional 261 shares during the period. Jmac Enterprises LLC’s holdings […]
Dow Jones Northern Oak Wealth Management Inc Jmac Enterprises Ten Capital Wealth Advisors Almanack Investment Partners First Command Bank
Source: wkrb13.com

Corteva, Inc. (NYSE:CTVA) Holdings Decreased by Transcend Capital Advisors LLC

Transcend Capital Advisors LLC trimmed its position in Corteva, Inc. (NYSE:CTVA – Get Rating) by 18.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,944 shares of the company’s stock after selling 1,121 shares during the quarter. Transcend Capital Advisors LLC’s holdings in […]
Sakhalinskaya Oblast United States Charlesv Magro Naples Global Advisors Transcend Capital Advisors Chesley Taft Associates

Klaas Financial Asset Advisors LLC Has $2.22 Million Stock Position in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Klaas Financial Asset Advisors LLC lowered its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 3.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 26,185 shares of the company’s stock after selling 838 shares during the period. iShares […]
Wipfli Financial Advisors First Command Bank Exchange Commission Mill Capital Management Baystate Wealth Management Affiance Financial

First Command Bank Has $251,000 Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

First Command Bank lessened its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 35.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,433 shares of the exchange traded fund’s stock after selling 3,519 shares during the […]
United States Country Club Bank Ifrah Financial Services Inc Tiemann Investment Advisors First Command Bank Lutz Financial Services

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