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May 27, 2023
Creative Planning grew its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 26.7% during the fourth quarter, HoldingsChannel reports. The firm owned 472,057 shares of the company’s stock after buying an additional 99,493 shares during the period. Creative Planning’s holdings in iShares Russell Mid-Cap ETF were worth $31,840,000 as of […]
May 27, 2023
AXQ Capital LP bought a new position in F.N.B. Co. (NYSE:FNB – Get Rating) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 10,000 shares of the bank’s stock, valued at approximately $130,000. Several other hedge funds have also bought and sold shares of the business. First Command […]
May 26, 2023
First Horizon Advisors Inc. increased its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 7.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 136,016 shares of the company’s stock after buying an additional 8,905 shares […]
May 25, 2023
Collaborative Wealth Managment Inc. reduced its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,600 shares of the company’s stock after selling 384 shares during the period. Collaborative […]
May 25, 2023
Sequoia Financial Advisors LLC grew its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 19.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,465 shares of the company’s stock after acquiring an additional 3,609 shares during the […]
May 24, 2023
Jackson Hole Capital Partners LLC acquired a new stake in Brookfield Co. (NYSE:BN – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 43,419 shares of the company’s stock, valued at approximately $1,366,000. Several other institutional […]
May 24, 2023
Dividend Assets Capital LLC grew its position in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 86,414 shares of the utilities provider’s stock after purchasing an additional 4,148 shares during the quarter. ONEOK […]
May 23, 2023
Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of Brookfield Co. (NYSE:BN – Get Rating) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 7,522,168 shares of the company’s stock, valued at approximately $236,563,000. Brookfield accounts for 1.4% of Connor […]
May 23, 2023
Guardian Wealth Management Inc. acquired a new stake in Brookfield Co. (NYSE:BN – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 52,615 shares of the company’s stock, valued at approximately $1,655,000. Brookfield makes up 1.6% of Guardian Wealth Management […]
May 22, 2023
SouthState Corp boosted its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 23.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,650 shares of the company’s stock after acquiring an additional 1,265 shares during the period. SouthState Corp’s […]