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3,644 Shares in Diageo plc (NYSE:DEO) Bought by Auxano Advisors LLC

Auxano Advisors LLC acquired a new stake in shares of Diageo plc (NYSE:DEO – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 3,644 shares of the company’s stock, valued at approximately $531,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. Compagnie Lombard Odier […]
United States Lombard Odier Scm Addison Advisors Solutions Inc Criterion Capital Advisors First Command Advisory Services Inc

Cary Street Partners Investment Advisory LLC Has $1.83 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cary Street Partners Investment Advisory LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 63.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,828 shares of the company’s stock after selling 6,731 shares during the period. Cary Street Partners […]
United States Company Profile Jpmorgan Chase Co Financial Services Group Inc First Command Advisory Services Inc Morgan Stanley

Auxano Advisors LLC Takes $531,000 Position in Diageo plc (NYSE:DEO)

Auxano Advisors LLC acquired a new position in Diageo plc (NYSE:DEO – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 3,644 shares of the company’s stock, valued at approximately $531,000. Several other hedge funds and other institutional investors also recently added […]
United States Lombard Odier Scm Addison Advisors Solutions Inc First Command Advisory Services Inc Criterion Capital Advisors
Source: wkrb13.com

Shufro Rose & Co. LLC Reduces Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Shufro Rose & Co. LLC trimmed its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 56,186 shares of the company’s stock after selling 478 shares during the period. Vanguard Mid-Cap ETF comprises 1.2% of […]
United States Quantitative Equity Group Charles Schwab Investment Management Inc First Command Advisory Services Inc Vanguard Group Inc International Assets Investment Management

Valmark Advisers Inc. Cuts Stock Position in Diageo plc (NYSE:DEO)

Valmark Advisers Inc. trimmed its position in shares of Diageo plc (NYSE:DEO – Free Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,111 shares of the company’s stock after selling 121 shares during the quarter. Valmark Advisers Inc.’s holdings in Diageo […]
United States Lombard Odier Scm Securities Exchange Commission Valmark Advisers Inc Criterion Capital Advisors First Command Advisory Services Inc
Source: wkrb13.com

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Choreo LLC Has $60.30 Million Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Choreo LLC grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 187.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 857,181 shares of the company’s stock after buying an additional 558,461 shares during […]
United States Envestnet Portfolio Solutions Inc Company Profile National Association Exchange Commission First Command Advisory Services Inc

Citizens Financial Group Inc. RI Buys New Shares in Globe Life Inc. (NYSE:GL)

Citizens Financial Group Inc. RI bought a new stake in shares of Globe Life Inc. (NYSE:GL – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 6,264 shares of the company’s stock, valued at approximately $762,000. Other institutional investors and hedge funds […]
United States Piper Sandler Rebeccae Zorn Davida Rodriguez Bruceg Allen Investments Lindbrook Capital
Source: wkrb13.com

Headlands Technologies LLC Buys Shares of 8,353 Splunk Inc. (NASDAQ:SPLK)

Headlands Technologies LLC bought a new stake in shares of Splunk Inc. (NASDAQ:SPLK – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 8,353 shares of the software company’s stock, valued at approximately $1,273,000. Other large investors also recently added to or reduced their […]
United States Venturi Wealth Management Raleigh Capital Management Inc Splunk Inc First Command Advisory Services Inc Webster Bank
Source: wkrb13.com

Marquette Asset Management LLC Makes New $69,000 Investment in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ)

Marquette Asset Management LLC purchased a new stake in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 3,568 shares of the company’s stock, valued at approximately $69,000. Other large investors have also recently made changes […]
Invesco Bulletshares First Command Advisory Services Inc Gradient Investments Marquette Asset Management Legacy Financial Group Free Report

Marquette Asset Management LLC Buys Shares of 3,568 Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ)

Marquette Asset Management LLC purchased a new position in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,568 shares of the company’s stock, valued at approximately […]
Invesco Bulletshares Legacy Financial Group Exchange Commission Gradient Investments First Command Advisory Services Inc Marquette Asset Management

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