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Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS) Shares Purchased by Tradition Wealth Management LLC

Tradition Wealth Management LLC lifted its position in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,000 shares of the company’s stock after acquiring an additional 1,000 shares […]
Bond Devick Financial Network Inc Quarter For Capital Group Us Multi Tradition Wealth Management Capital Group Atria Wealth Solutions Inc Exchange Commission

Silver Oak Securities Incorporated Acquires 13,865 Shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Silver Oak Securities Incorporated boosted its stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 108.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,609 shares of the company’s stock after buying an additional 13,865 shares during the quarter. Silver […]
Exchange Commission Atria Wealth Solutions Inc Capital Group Winch Advisory Services Company Profile Silver Oak Securities Incorporated

Johnson & Johnson (NYSE:JNJ) Shares Sold by Tandem Investment Advisors Inc.

Tandem Investment Advisors Inc. trimmed its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 477,169 shares of the company’s stock after selling 7,962 shares during the quarter. Johnson & Johnson makes up 3.0% […]
Raymond James Jenniferl Taubert Worth Financial Advisory Group Cantor Fitzgerald Bond Devick Financial Network Inc Morgan Stanley

G&S Capital LLC Takes Position in NIKE, Inc. (NYSE:NKE)

G&S Capital LLC bought a new position in NIKE, Inc. (NYSE:NKE – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 12,863 shares of the footwear maker’s stock, valued at approximately $1,397,000. Several other institutional investors also recently modified their holdings of NKE. Vestcor Inc […]
Chuck Taylor Jack Purcell Baxter Bros Inc Bond Devick Financial Network Inc Nike Inc Holdings Securities Inc

Stiles Financial Services Inc Has $1.80 Million Position in NIKE, Inc. (NYSE:NKE)

Stiles Financial Services Inc grew its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.6% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 16,604 shares of the footwear maker’s stock after buying an additional 258 shares during the period. Stiles Financial Services Inc’s holdings […]
Robertw Baird Jack Purcell Chuck Taylor Sanfordc Bernstein Holdings Securities Inc Nike Inc

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MA Private Wealth Has $1.09 Million Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

MA Private Wealth decreased its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 8.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,010 shares of the company’s stock after selling 1,069 shares during the quarter. MA Private […]
United States Gould Asset Management Bond Devick Financial Network Inc Index Fund Hilltop Holdings Inc Wealth Management

Stratos Wealth Partners LTD. Has $3.91 Million Stake in NIKE, Inc. (NYSE:NKE)

Stratos Wealth Partners LTD. increased its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,967 shares of the footwear maker’s stock after acquiring an additional 573 shares during the […]
United States Jack Purcell Robertw Baird Raymond James Chuck Taylor Excalibur Management Corp

Callahan Advisors LLC Acquires 1,157 Shares of NIKE, Inc. (NYSE:NKE)

Callahan Advisors LLC raised its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 71,986 shares of the footwear maker’s stock after buying an additional 1,157 shares during the period. Callahan Advisors LLC’s holdings in NIKE were worth $7,815,000 at the end […]
Chuck Taylor Raymond James Jack Purcell Vestcor Inc Telsey Advisory Group Dz Bank

Bridges Investment Management Inc. Trims Position in NIKE, Inc. (NYSE:NKE)

Bridges Investment Management Inc. lessened its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 34,697 shares of the footwear maker’s stock after selling 2,908 shares during the period. Bridges […]
Chuck Taylor Jack Purcell Securities Exchange Commission Royal Bank Telsey Advisory Group Bond Devick Financial Network Inc

Oak Asset Management LLC Sells 750 Shares of NIKE, Inc. (NYSE:NKE)

Oak Asset Management LLC decreased its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,536 shares of the footwear maker’s stock after selling 750 shares during the quarter. Oak Asset […]
Jack Purcell Chuck Taylor Sanfordc Bernstein Piper Sandler Nike Inc Deutsche Bank Aktiengesellschaft

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