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Equitable Trust Co. Reduces Stock Position in Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL)

Equitable Trust Co. decreased its position in Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL – Free Report) by 45.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,107,334 shares of the company’s stock after selling 926,757 shares during the period. […]
United Capital Financial Advisers Equitable Trust Co Wealthplan Investment Management Exchange Commission York Mellon Corp Equitable Trust
Source: wkrb13.com

Equitable Trust Co. Sells 427 Shares of Mastercard Incorporated (NYSE:MA)

Equitable Trust Co. lowered its position in Mastercard Incorporated (NYSE:MA – Free Report) by 1.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,490 shares of the credit services provider’s stock after selling 427 shares during the quarter. Mastercard accounts for about 1.3% […]
United States Ajay Bhalla Craig Vosburg Securities Exchange Commission Geode Capital Management Equitable Trust Co

Equitable Trust Co. Takes $4.04 Million Position in Sea Limited (NYSE:SE)

Equitable Trust Co. purchased a new stake in Sea Limited (NYSE:SE – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 91,894 shares of the Internet company based in Singapore’s stock, valued at approximately $4,039,000. Several other large investors have also […]
United States Exchange Commission Company Profile Sea Limited Arisaig Partners Asia Pte Ltd Advisor Group
Source: wkrb13.com

Equitable Trust Co. Grows Stock Position in Walmart Inc. (NYSE:WMT)

Equitable Trust Co. increased its stake in Walmart Inc. (NYSE:WMT – Free Report) by 2.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 17,828 shares of the retailer’s stock after purchasing an additional 399 shares during the quarter. Equitable Trust Co.’s holdings in […]
S Robson Walton Stifel Nicolaus Ceoc Douglas Mcmillon Sam Club Authentikos Wealth Advisory Walmart Inc

Equitable Trust Co. Lowers Stock Position in Vulcan Materials (NYSE:VMC)

Equitable Trust Co. lessened its holdings in Vulcan Materials (NYSE:VMC – Free Report) by 3.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 20,747 shares of the construction company’s stock after selling 744 shares during the period. Equitable Trust Co.’s holdings in Vulcan Materials were worth $4,191,000 […]
United States Davidp Clement Raymond James Raleigh Capital Management Inc Householder Group Estate Retirement Specialist Point Trust Financial Services
Source: wkrb13.com

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Equitable Trust Co. Increases Position in iShares Gold Trust (NYSEARCA:IAU)

Equitable Trust Co. boosted its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,439,915 shares of the exchange traded fund’s stock after acquiring an additional 6,497 shares during the quarter. iShares Gold […]
Gold Trust Daily Equitable Trust Co Gold Trust Price Performance Accretive Wealth Partners Gold Trust Trilogy Capital Inc

Equitable Trust Co. Reduces Stake in LKQ Co. (NASDAQ:LKQ)

Equitable Trust Co. trimmed its stake in LKQ Co. (NASDAQ:LKQ – Free Report) by 1.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 221,628 shares of the auto parts company’s stock after selling 2,315 shares during the quarter. LKQ […]
United States Varun Laroyia Blythej Mcgarvie Stifel Nicolaus Equitable Trust Co Financial Private Wealth Inc

Equitable Trust Co. Purchases 767 Shares of Bank of America Co. (NYSE:BAC)

Equitable Trust Co. grew its stake in shares of Bank of America Co. (NYSE:BAC) by 0.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 283,455 shares of the financial services provider’s stock after acquiring an additional 767 shares during the quarter. Equitable […]
United States Quarter For Bank Horizon Wealth Management Exchange Commission Godsey Gibb Inc America Corp De Bank
Source: wkrb13.com

Equitable Trust Co. Purchases 56,506 Shares of Public Storage (NYSE:PSA)

Equitable Trust Co. raised its position in Public Storage (NYSE:PSA – Free Report) by 2,669.2% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 58,623 shares of the real estate investment trust’s stock after buying an additional 56,506 shares during the period. Public Storage comprises approximately 1.3% […]
United States John Reyes Nathaniela Vitan Bancshares Inc Shurgard Self Storage Limited Euronext Brussels Savant Capital
Source: wkrb13.com

Envista Holdings Co. (NYSE:NVST) Holdings Raised by Equitable Trust Co.

Equitable Trust Co. grew its stake in shares of Envista Holdings Co. (NYSE:NVST – Free Report) by 26.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 349,417 shares of the company’s stock after purchasing an additional 73,784 shares during […]
United States Piper Sandler Amir Aghdaei Eric Conley Belpointe Asset Management Covestor Ltd

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