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Creative Financial Designs Inc. ADV Has $111,000 Stake in iShares Select Dividend ETF (NASDAQ:DVY)

Creative Financial Designs Inc. ADV trimmed its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 17.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 921 shares of the company’s stock after selling 200 shares during the quarter. Creative Financial […]
Dow Jones Creative Financial Designs Inc Ten Capital Wealth Advisors Exchange Commission First Command Bank Almanack Investment Partners

Disciplined Investments LLC Grows Position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Disciplined Investments LLC raised its holdings in shares of iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) by 29.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,821 shares of the company’s stock after buying an additional […]
Securities Exchange Commission First Command Bank Roger Wittlin Investment Advisory Country Trust Bank City Holding Co Householder Group Estate Retirement Specialist

Concorde Asset Management LLC Grows Holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Concorde Asset Management LLC raised its position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,435 shares of the company’s stock after buying an additional 133 shares during the period. Concorde Asset […]
United States Concorde Asset Management First Horizon Advisors Inc First Command Bank Geneos Wealth Management Inc Morgan Stanley Capital International Msci Us Large

Blodgett Wealth Advisors LLC Purchases 1,283 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Blodgett Wealth Advisors LLC increased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,571 shares of the company’s stock after acquiring an additional 1,283 […]
Dow Jones Company Profile Blodgett Wealth Advisors First Command Bank Securities Exchange Commission Almanack Investment Partners

Portland Global Advisors LLC Trims Stock Holdings in Chubb Limited (NYSE:CB)

Portland Global Advisors LLC lowered its position in shares of Chubb Limited (NYSE:CB – Get Rating) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,550 shares of the financial services provider’s stock after selling 133 shares during the quarter. Portland […]
United States Johnw Keogh Theodore Shasta Unison Advisors Moloney Securities Asset Management First Command Bank

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New Mexico Educational Retirement Board Has $2.82 Million Stock Holdings in U.S. Bancorp (NYSE:USB)

New Mexico Educational Retirement Board lessened its stake in shares of U.S. Bancorp (NYSE:USB – Get Rating) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 64,561 shares of the financial services provider’s stock after selling 4,600 shares […]
New Mexico United States Robertw Baird Wells Fargo Company Epiq Partners Adirondack Trust Co

Graypoint LLC Takes $212,000 Position in General Mills, Inc. (NYSE:GIS)

Graypoint LLC acquired a new stake in shares of General Mills, Inc. (NYSE:GIS – Get Rating) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,524 shares of the company’s stock, valued at approximately $212,000. Several other institutional investors also recently bought and sold shares of GIS. […]
Stifel Nicolaus Bethanyc Quam Asia Latin America Deutsche Bank Aktiengesellschaft Pinnacle Financial Partners Inc Archford Capital Strategies

New York State Common Retirement Fund Trims Holdings in ONEOK, Inc. (NYSE:OKE)

New York State Common Retirement Fund trimmed its position in ONEOK, Inc. (NYSE:OKE – Get Rating) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 446,834 shares of the utilities provider’s stock after selling 2,300 shares during the quarter. New […]
North Dakota United States New York Worth Asset Management First Command Bank York State Common Retirement Fund

ONEOK, Inc. (NYSE:OKE) Shares Sold by Groesbeck Investment Management Corp NJ

Groesbeck Investment Management Corp NJ lessened its holdings in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 6.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 10,868 shares of the utilities provider’s stock after selling 737 shares during the quarter. Groesbeck Investment Management Corp NJ’s holdings […]
North Dakota United States Raymond James Worth Asset Management Ci Investments Inc Financial Group
Source: wkrb13.com

Wedbush Securities Inc. Decreases Stake in ONEOK, Inc. (NYSE:OKE)

Wedbush Securities Inc. reduced its holdings in ONEOK, Inc. (NYSE:OKE – Get Rating) by 1.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,370 shares of the utilities provider’s stock after selling 292 shares during the period. Wedbush Securities Inc.’s holdings in ONEOK were worth $1,141,000 at the end of the most recent […]
United States North Dakota First Command Bank Oneok Inc Worth Asset Management Wedbush Securities Inc

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