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Invst LLC Sells 478 Shares of ONEOK, Inc. (NYSE:OKE)

Invst LLC reduced its position in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 2.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,024 shares of the utilities provider’s stock after selling 478 shares during the period. Invst LLC’s holdings in ONEOK were […]
United States North Dakota Financial Group Oneok Inc Morgan Stanley Worth Asset Management
Source: wkrb13.com

iShares Select Dividend ETF (NASDAQ:DVY) Shares Bought by FAS Wealth Partners

FAS Wealth Partners grew its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 3.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 38,758 shares of the company’s stock after buying an additional 1,194 shares during the quarter. FAS Wealth Partners’ holdings in iShares Select Dividend ETF were worth […]
Dow Jones First Command Bank Ten Capital Wealth Advisors Almanack Investment Partners Holdings Channel Shares Select Dividend

iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB) Stock Position Trimmed by Graypoint LLC

Graypoint LLC cut its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) by 5.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 97,678 shares of the company’s stock after selling 5,324 shares during the quarter. […]
Country Trust Bank First Command Bank Horan Securities Inc City Holding Co Wealth Advisors Securities Exchange Commission

Money Design Co. Ltd. Raises Stake in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Money Design Co. Ltd. boosted its position in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Get Rating) by 15.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 413,171 shares of the company’s stock after buying an additional 54,294 shares during […]
Money Design Co Company Profile Creative Financial Designs Inc Securities Exchange Commission Bessemer Group Inc Financial Services
Source: wkrb13.com

Balentine LLC Buys 8,186 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Balentine LLC lifted its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 12.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 72,070 shares of the company’s stock after acquiring an additional 8,186 shares during the quarter. Balentine […]
Dow Jones Ten Capital Wealth Advisors First Command Bank Almanack Investment Partners Shares Select Dividend Get Rating

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30,495 Shares in Brookfield Co. (NYSE:BN) Purchased by Walter & Keenan Wealth Management LLC IN ADV

Walter & Keenan Wealth Management LLC IN ADV purchased a new position in shares of Brookfield Co. (NYSE:BN – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 30,495 shares of the company’s stock, valued at approximately $959,000. A number of other […]
Nova Scotia Toth Financial Advisory Corp Centerpoint Advisors Royal Bank Brookfield Co Exchange Commission

Diametric Capital LP Takes $1.15 Million Position in McKesson Co. (NYSE:MCK)

Diametric Capital LP acquired a new stake in shares of McKesson Co. (NYSE:MCK – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 3,061 shares of the company’s stock, valued at approximately $1,148,000. A number of other hedge funds and other institutional investors […]
Nancy Avila Brians Tyler Robertw Baird Mckesson Corp Investment Advisors Inc Lindbrook Capital
Source: wkrb13.com

U.S. Bancorp (NYSE:USB) Shares Sold by Versor Investments LP

Versor Investments LP decreased its holdings in U.S. Bancorp (NYSE:USB – Get Rating) by 56.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 31,924 shares of the financial services provider’s stock after selling 42,171 shares during the quarter. Versor Investments LP’s holdings in U.S. […]
Robertw Baird Wells Fargo Company Us Bancorp Price Performance Us Bancorp Company Profile Waldron Private Wealth Us Bancorp

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