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4,276 Shares in ONEOK, Inc. (NYSE:OKE) Acquired by Skopos Labs Inc.

Skopos Labs Inc. bought a new position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,276 shares of the utilities provider’s stock, valued at approximately $300,000. A number of other large investors have […]
United States Wayne Thomas Smith Loomis Sayles Co Oneok Inc Wealth Advisors Skopos Labs Inc

Fortis Capital Advisors LLC Purchases 37 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fortis Capital Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,265 shares of the company’s stock after purchasing an additional […]
United States Financial Services Group Inc Jpmorgan Chase Co Exchange Commission Morgan Stanley First Command Advisory Services Inc

Cape Investment Advisory Inc. Has $1.21 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cape Investment Advisory Inc. boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,522 shares of the company’s stock after buying an additional […]
United States Exchange Commission Financial Services Group Inc Cape Investment Advisory Inc Jpmorgan Chase Co First Command Advisory Services Inc

Discover Financial Services (NYSE:DFS) Shares Sold by Panagora Asset Management Inc.

Panagora Asset Management Inc. lessened its stake in Discover Financial Services (NYSE:DFS) by 95.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,086 shares of the financial services provider’s stock after selling 93,971 shares during the period. Panagora Asset Management Inc.’s holdings in […]
United States News Ratings For Discover Financial Services Daily Morgan Stanley Financial Services Trading Turtle Creek Wealth Advisors Panagora Asset Management Inc

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Oak Harbor Wealth Partners LLC

Oak Harbor Wealth Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 75,506 shares of the exchange traded fund’s stock after selling 1,110 shares during […]
United States Index Fund Wells Fargo Company Oak Harbor Wealth Partners First Command Advisory Services Inc Shares Core Sp Small Cap

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Moreno Evelyn V Buys New Position in Discover Financial Services (NYSE:DFS)

Moreno Evelyn V purchased a new position in shares of Discover Financial Services (NYSE:DFS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 1,991 shares of the financial services provider’s stock, valued at approximately $224,000. A number of other hedge funds […]
United States Piper Sandler Moreno Evelyn Financial Services Dividend Announcement Turtle Creek Wealth Advisors Partnership Wealth Management
Source: wkrb13.com

Oak Harbor Wealth Partners LLC Cuts Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Oak Harbor Wealth Partners LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,506 shares of the exchange traded fund’s stock after […]
United States Wells Fargo Company Oak Harbor Wealth Partners Exchange Commission Index Fund First Command Advisory Services Inc
Source: wkrb13.com

Cassady Schiller Wealth Management LLC Trims Stake in U.S. Bancorp (NYSE:USB)

Cassady Schiller Wealth Management LLC cut its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 25.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 91,991 shares of the financial services provider’s stock after selling 30,835 shares during the quarter. U.S. […]
United States Piper Sandler Payment Services Exchange Commission Morgan Stanley Wealth Management

Balentine LLC Purchases 309 Shares of The Bank of New York Mellon Co. (NYSE:BK)

Balentine LLC grew its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,485 shares of the bank’s stock after acquiring an additional […]
United States Kurtisr Kurimsky Catherine Keating Exchange Commission Securities Exchange Commission Securities Services
Source: wkrb13.com

Bard Financial Services Inc. Cuts Stock Position in U.S. Bancorp (NYSE:USB)

Bard Financial Services Inc. lessened its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 68,609 shares of the financial services provider’s stock after selling 1,035 shares during the period. Bard Financial […]
United States Piper Sandler Financial Services Bard Financial Services Inc Us Bancorp Wealth Management

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