Page 7 - Creativeone Wealth News Today

Central Valley Advisors LLC bought a new stake in shares of Innovator U.S. Equity Buffer ETF – August (BATS:BAUG – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 8,574 shares of the company’s stock, valued at approximately $308,000. Other hedge funds and other institutional investors have also added to or reduced […]

Davis R M Inc. lowered its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 38,634 shares of the coffee company’s stock after selling 1,940 shares during the period. Davis R M Inc.’s holdings in Starbucks […]

CreativeOne Wealth LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 20.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,195 shares of the company’s stock after selling 3,073 shares during the quarter. CreativeOne Wealth LLC’s holdings […]

Bard Financial Services Inc. cut its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.4% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 94,170 shares of the oil and gas company’s stock after selling 1,310 shares during the period. Exxon Mobil makes […]

Franklin Resources Inc. cut its stake in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 0.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,265,814 shares of the industrial products company’s stock after selling 20,616 shares during the quarter. Roper Technologies comprises approximately […]

Franklin Resources Inc. lowered its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,550,066 shares of the software maker’s stock after selling 108,516 shares during the period. […]

Franklin Resources Inc. boosted its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,830,569 shares of the semiconductor company’s stock after purchasing an additional 43,191 shares during the period. […]

Bard Financial Services Inc. grew its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,990 shares of the company’s stock after buying an additional 190 shares during the quarter. […]

Bard Financial Services Inc. grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 5,990 shares of the company’s stock after buying an additional 190 shares during the period. Bard Financial Services Inc.’s holdings in Eli Lilly and Company were worth […]

AWM Capital LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,332 shares of the exchange traded fund’s stock after purchasing an additional 287 shares during the quarter. […]