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March 28, 2023
Falcon Wealth Planning lifted its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 166,949 shares of the exchange traded fund’s stock after acquiring an additional 15,001 shares […]
March 28, 2023
V Wealth Advisors LLC lowered its position in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 14.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 26,691 shares of the utilities provider’s stock after selling 4,585 shares during the period. V Wealth Advisors LLC’s holdings in ONEOK […]
March 26, 2023
Curbstone Financial Management Corp lessened its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) by 12.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 149,760 shares of the company’s stock after selling 21,250 shares […]
March 26, 2023
HHM Wealth Advisors LLC raised its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 5.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 139,999 shares of the exchange traded fund’s stock after purchasing an additional 7,240 shares during […]
March 26, 2023
Farmers Trust Co. purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 4,800 shares of the exchange traded fund’s stock, valued at approximately $396,000. Other institutional investors and hedge funds […]
March 25, 2023
McLean Asset Management Corp increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 67.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,711 shares of the exchange traded fund’s stock after acquiring an additional 4,723 […]
March 24, 2023
Maryland State Retirement & Pension System acquired a new stake in ONEOK, Inc. (NYSE:OKE – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 143,044 shares of the utilities provider’s stock, valued at approximately $9,398,000. Other hedge funds and other institutional investors […]
March 24, 2023
Advocate Group LLC increased its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 51.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,396 shares of the exchange traded fund’s stock after purchasing an additional 2,184 shares during […]
March 24, 2023
Retirement Financial Solutions LLC purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 342 shares of the exchange traded fund’s stock, valued at approximately $28,000. Other […]
March 23, 2023
Well Done LLC grew its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 15.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,854 shares of the company’s stock after acquiring an additional 7,306 shares during the period. iShares MSCI ACWI […]