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December 29, 2023
Patriot Financial Group Insurance Agency LLC lifted its stake in shares of Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 11.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,157 shares of the company’s stock after buying an additional […]
December 27, 2023
HP Inc. (NYSE:HPQ – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the nine ratings firms that are covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and six have given a buy recommendation to the […]
December 26, 2023
CreativeOne Wealth LLC lowered its position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 18.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,539 shares of the company’s stock after selling 6,028 shares during the quarter. CreativeOne Wealth LLC’s […]
December 26, 2023
Lee Financial Group Hawaii Inc. lifted its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 3.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,674 shares of the utilities provider’s stock after acquiring an additional 336 shares during the […]
December 26, 2023
Cambridge Advisors Inc. lowered its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 59,798 shares of the company’s stock after selling 2,614 shares during the period. Schwab US Dividend Equity ETF accounts for about 1.1% of Cambridge Advisors Inc.’s holdings, making […]
December 25, 2023
Royal Fund Management LLC boosted its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 83,694 shares of the utilities provider’s stock after purchasing an additional 3,381 shares during the […]
December 25, 2023
Friedenthal Financial bought a new position in shares of Abercrombie & Fitch Co. (NYSE:ANF – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 14,051 shares of the apparel retailer’s stock, valued at approximately $792,000. A number of other large investors have […]
December 25, 2023
R.H. Dinel Investment Counsel Inc. acquired a new position in ONEOK, Inc. (NYSE:OKE – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 24,512 shares of the utilities provider’s stock, valued at approximately $1,555,000. ONEOK makes up approximately 1.1% of R.H. Dinel Investment […]
December 24, 2023
Naples Global Advisors LLC lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 0.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 24,667 shares of the company’s stock after selling 164 shares during the quarter. Naples Global Advisors LLC’s […]
December 23, 2023
Institute for Wealth Management LLC. purchased a new stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,001 shares of the utilities provider’s stock, valued at approximately $254,000. Several other large […]