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Intech Investment Management LLC Acquires 62,859 Shares of PulteGroup, Inc. (NYSE:PHM)

Intech Investment Management LLC boosted its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 1,004.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,114 shares of the construction company’s stock after acquiring an additional 62,859 shares during the […]
United Kingdom United States Del Webb Zelman Associates Group Inc Creativeone Wealth

Founders Financial Alliance LLC Boosts Stake in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY)

Founders Financial Alliance LLC lifted its position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 84,946 shares of the company’s stock after purchasing an additional 1,564 shares during […]
United States Founders Financial Alliance Nevada Inc Whittier Trust Co Exchange Commission Concourse Financial Group Securities Inc

Founders Financial Alliance LLC Has $3.90 Million Holdings in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY)

Founders Financial Alliance LLC raised its position in shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) by 1.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 84,946 shares of the company’s stock after purchasing an additional 1,564 shares during the quarter. JPMorgan BetaBuilders USD High Yield Corporate Bond […]
United States Creativeone Wealth Royal Fund Management Concourse Financial Group Securities Inc Founders Financial Alliance Whittier Trust Co

Option Care Health, Inc. (NASDAQ:OPCH) Shares Bought by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP lifted its stake in shares of Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 19.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,482,732 shares of the company’s stock after purchasing an additional 735,344 shares during the period. Option Care Health comprises approximately 0.9% of Westfield Capital […]
United States Care Health Inc Care Health Quest Partners News Ratings For Option Care Health Daily Corient Private Wealth
Source: wkrb13.com

Franklin Resources Inc. Has $188.31 Million Stock Holdings in Equinix, Inc. (NASDAQ:EQIX)

Franklin Resources Inc. grew its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 233,807 shares of the financial services provider’s stock after buying an additional 3,574 shares during the quarter. Franklin […]
Brandi Galvin Morandi Christopherb Paisley Royal Bank Creativeone Wealth Wells Fargo Company Quest Partners
Source: wkrb13.com

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CreativeOne Wealth LLC Has $783,000 Holdings in United Rentals, Inc. (NYSE:URI)

CreativeOne Wealth LLC cut its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 13.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,366 shares of the construction company’s stock after selling 212 shares during the period. CreativeOne Wealth LLC’s holdings in United […]
Matthew John Flannery Stifel Nicolaus Michaeld Durand Creativeone Wealth Advisornet Financial Inc Wealth Management Group
Source: wkrb13.com

Abbott Laboratories (NYSE:ABT) Shares Sold by CreativeOne Wealth LLC

CreativeOne Wealth LLC reduced its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 60.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,102 shares of the healthcare product maker’s stock after selling 9,275 shares during the period. CreativeOne […]
British Columbia Johna Jr Raymond James Roberte Funck Clearbridge Investments Creativeone Wealth

CreativeOne Wealth LLC Lowers Position in Vanguard Financials ETF (NYSEARCA:VFH)

CreativeOne Wealth LLC reduced its position in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,185 shares of the company’s stock after selling 575 shares during the period. CreativeOne Wealth […]
United States Exchange Commission Creativeone Wealth Vanguard Financials Index Fund Atlantic Edge Private Wealth Management Exchange Capital Management Inc
Source: wkrb13.com

EverSource Wealth Advisors LLC Sells 6,533 Shares of CVS Health Co. (NYSE:CVS)

EverSource Wealth Advisors LLC trimmed its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 37.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,895 shares of the pharmacy operator’s stock after selling 6,533 shares during the period. EverSource […]
United States Leerink Partnrs Edwardj Ludwig Health Co Franklin Resources Inc Health Services
Source: wkrb13.com

EverSource Wealth Advisors LLC Boosts Stake in Elevance Health, Inc. (NYSE:ELV)

EverSource Wealth Advisors LLC increased its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,124 shares of the company’s stock after purchasing an additional 68 shares during the quarter. EverSource […]
United States Feliciaf Norwood Elevance Health Announces Dividend Royal Bank Insider Transactions At Elevance Health Elevance Health
Source: wkrb13.com

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