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Kesler Norman & Wride LLC Trims Stock Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)

Kesler Norman & Wride LLC reduced its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 7.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,562 shares of the business services provider’s stock after selling 892 shares during […]
Christopher John Perry Raymond James Douglas Richard Deschutter Larson Financial Group Broadridge Financial Solutions Stock Morgan Stanley

First Command Advisory Services Inc. Invests $2.35 Million in Johnson & Johnson (NYSE:JNJ)

First Command Advisory Services Inc. purchased a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 15,069 shares of the company’s stock, valued at approximately $2,347,000. Several other institutional investors and hedge funds […]
Jenniferl Taubert Securities Exchange Commission Penobscot Investment Management Company Inc Milestone Investment Advisors Cantor Fitzgerald Fidelis Capital Partners

First Command Advisory Services Inc. Takes $795,000 Position in NVIDIA Co. (NASDAQ:NVDA)

First Command Advisory Services Inc. bought a new position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,828 shares of the computer hardware maker’s stock, valued at approximately $795,000. Other large investors have also […]
United States Geforce Gpus Marka Stevens Quadro Nvidia Rtx Gpus Lineweaver Wealth Advisors First Command Advisory Services Inc

Huntington National Bank Sells 296 Shares of Pinnacle West Capital Co. (NYSE:PNW)

Huntington National Bank trimmed its holdings in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 7.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,950 shares of the utilities provider’s stock after selling 296 shares during the period. Huntington National Bank’s holdings […]
United States Robert Edgar Smith Huntington National Bank Exchange Commission International Assets Investment Management Financial Services

Jupiter Asset Management Ltd. Takes Position in Pinnacle West Capital Co. (NYSE:PNW)

Jupiter Asset Management Ltd. purchased a new stake in shares of Pinnacle West Capital Co. (NYSE:PNW – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 16,004 shares of the utilities provider’s stock, valued at approximately $1,179,000. Other large investors have also recently […]
United States Robert Edgar Smith Pacific Center First Command Advisory Services Inc Morgan Stanley Securities Exchange Commission
Source: wkrb13.com

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Essex Investment Management Co. LLC Has $1.65 Million Stock Position in Alibaba Group Holding Limited (NYSE:BABA)

Essex Investment Management Co. LLC lowered its position in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 12.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,066 shares of the specialty retailer’s stock after selling 2,629 shares during the quarter. Essex […]
China General Alibaba Group Announces Dividend Alibaba Group Morgan Stanley Quarter For Alibaba Group Exchange Commission
Source: wkrb13.com

Phillips Financial Management LLC Has $3.69 Million Stock Holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Phillips Financial Management LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 2.6% in the third quarter, Holdings Channel reports. The institutional investor owned 38,102 shares of the company’s stock after buying an additional 971 shares during the quarter. Phillips Financial Management LLC’s holdings in iShares […]
Phillips Financial Management Portside Wealth Group Company Profile First Command Advisory Services Inc Blackrock Inc Securities Exchange Commission
Source: wkrb13.com

Oliver Luxxe Assets LLC Decreases Stock Position in Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT)

Oliver Luxxe Assets LLC cut its position in Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 4.6% in the third quarter, HoldingsChannel reports. The institutional investor owned 42,470 shares of the company’s stock after selling 2,042 shares during the period. Oliver Luxxe Assets LLC’s holdings in Invesco BulletShares 2029 Corporate Bond ETF […]
Invesco Bulletshares Redwood Financial Network Corp First Command Advisory Services Inc Oliver Luxxe Assets Janney Montgomery Scott Company Profile

UBS Group AG Raises Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

UBS Group AG raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,958,694 shares of the company’s stock after buying an additional 85,692 shares during the period. iShares Core S&P […]
United States First Command Advisory Services Inc Jpmorgan Chase Co Moneta Group Investment Advisors Ubs Group Financial Services Group Inc

Financiere des Professionnels Fonds d investissement inc. Makes New $1.23 Million Investment in Brookfield Co. (NYSE:BN)

Financiere des Professionnels Fonds d investissement inc. bought a new stake in Brookfield Co. (NYSE:BN – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 39,362 shares of the company’s stock, valued at approximately $1,231,000. Other large investors also recently made changes to their positions in the company. FinTrust Capital Advisors LLC bought […]
Brookfield Corporation Ocm Growth Holdings Llc Gp Ltd Bcp Securities Exchange Commission Brookfield Co Ronald Blue Trust Inc
Source: wkrb13.com

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