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Bray Capital Advisors Trims Stock Position in McKesson Co. (NYSE:MCK)

Bray Capital Advisors lessened its position in shares of McKesson Co. (NYSE:MCK – Get Rating) by 12.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,902 shares of the company’s stock after selling 425 shares during the quarter. Bray Capital Advisors’ holdings in McKesson […]
Brians Tyler Robertw Baird Nancy Avila First Command Bank Surgical Solutions Prescription Technology Solutions Rx
Source: wkrb13.com

Montecito Bank & Trust Reduces Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Montecito Bank & Trust trimmed its position in iShares MSCI USA Value Factor ETF (BATS:VLUE – Get Rating) by 7.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,721 shares of the company’s stock after selling 1,908 shares during the period. Montecito Bank & Trust’s holdings […]
United States Ls Investment Advisors Anderson Hoagland Co Montecito Bank First Command Bank Schrum Private Wealth Management

SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO) is Prairiewood Capital LLC's 6th Largest Position

Prairiewood Capital LLC grew its holdings in shares of SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Get Rating) by 34.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 124,563 shares of the company’s stock after buying an additional 31,915 shares during […]
Quent Capital First Command Bank Mcnamara Financial Services Inc Wealth Advisors Exchange Commission Wealth Partners
Source: wkrb13.com

Amgen Inc. (NASDAQ:AMGN) Shares Acquired by 44 Wealth Management LLC

Grandfield & Dodd LLC increased its stake in Chubb Limited (NYSE:CB – Get Rating) by 0.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 149,645 shares of the financial services provider’s stock after acquiring an additional 640 shares during the quarter. Chubb makes […]
United States Theodore Shasta Johnw Keogh Unison Advisors Jefferies Financial Group Carolinas Wealth Consulting

Mountain Pacific Investment Advisers Inc. ID Cuts Holdings in U.S. Bancorp (NYSE:USB)

Mountain Pacific Investment Advisers Inc. ID lowered its holdings in U.S. Bancorp (NYSE:USB – Get Rating) by 1.3% in the 4th quarter, Holdings Channel reports. The firm owned 101,258 shares of the financial services provider’s stock after selling 1,305 shares during the period. Mountain Pacific Investment Advisers Inc. ID’s holdings in U.S. Bancorp were worth […]
Robertw Baird Us Bancorp Profile Goldman Sachs Group Wolfe Research Epiq Partners Us Bancorp Announces Dividend

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Boyd Wealth Management LLC Acquires 4,793 Shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Boyd Wealth Management LLC increased its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 25.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,265 shares of the company’s stock after acquiring an additional 4,793 shares during […]
United States Bartlett Co Exchange Commission Boyd Wealth Management First Horizon Advisors Inc Morgan Stanley Capital International Msci Us Large
Source: wkrb13.com

First Command Bank Cuts Stock Holdings in Walmart Inc. (NYSE:WMT)

First Command Bank lowered its stake in Walmart Inc. (NYSE:WMT – Get Rating) by 10.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,943 shares of the retailer’s stock after selling 902 shares during the quarter. First Command Bank’s holdings […]
Lipe Dalton S Robson Walton Jimc Walton Sam Club Financial Group Walmart Neighborhood Market

Miracle Mile Advisors LLC Acquires 92,003 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Miracle Mile Advisors LLC grew its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 722.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 104,743 shares of the company’s stock after acquiring an additional 92,003 shares during the quarter. Miracle […]
Dow Jones First Command Bank Northern Oak Wealth Management Inc Ten Capital Wealth Advisors Beaird Harris Wealth Management Miracle Mile Advisors

iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB) Short Interest Update

IShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) was the target of a significant growth in short interest in March. As of March 15th, there was short interest totalling 1,430,000 shares, a growth of 146.8% from the February 28th total of 579,300 shares. Based on an average daily trading volume, of […]
United States Coppell Advisory Solutions Corp First Command Bank Wealth Advisors Company Profile City Holding Co
Source: wkrb13.com

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Sterling Investment Counsel LLC

Sterling Investment Counsel LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 36.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,991 shares of the exchange traded fund’s stock after acquiring an additional 1,327 shares during the quarter. Sterling Investment Counsel LLC’s holdings in iShares Core […]
United States Sage Financial Management Group Inc First Command Advisory Services Inc Engrave Wealth Partners Index Fund First Command Bank

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