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Patriot Financial Group Insurance Agency LLC Has $931,000 Stake in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD)

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 […]
Dow Jones Shaughnessy Asset Management First Command Bank O Shaughnessy Asset Management Newsquare Capital Patriot Financial Group Insurance Agency

HP Inc. (NYSE:HPQ) Receives $31.90 Average PT from Brokerages

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 […]
United States Alex Cho Hp Inc King Luther Capital Management Corp Securities Exchange Commission Horizon Investments
Source: wkrb13.com

CreativeOne Wealth LLC Has $1.26 Million Position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL)

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 […]
Invesco Russell Group Wealth Management First Command Bank Register Financial Advisors Exchange Commission Creativeone Wealth

Lee Financial Group Hawaii Inc. Boosts Stake in ONEOK, Inc. (NYSE:OKE)

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 […]
United States Raymond James Lee Financial Group Hawaii Inc Worth Asset Management Quent Capital First Command Bank
Source: wkrb13.com

Cambridge Advisors Inc. Decreases Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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 […]
United Kingdom General United Kingdom Dow Jones Blackrock Inc Company Profile Cambridge Advisors Inc
Source: wkrb13.com

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Royal Fund Management LLC Grows Position in ONEOK, Inc. (NYSE:OKE)

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 […]
United States Raymond James Oneok Inc Company Profile Exchange Commission Resurgent Financial Advisors

Friedenthal Financial Invests $792,000 in Abercrombie & Fitch Co. (NYSE:ANF)

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 […]
United States Abercrombie Fitch Sarahm Gallagher Gilly Hicks Advisory Services Network Financial Management Professionals Inc

R.H. Dinel Investment Counsel Inc. Takes $1.56 Million Position in ONEOK, Inc. (NYSE:OKE)

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 […]
United States First Command Bank Quent Capital Resurgent Financial Advisors Royal Bank Company Profile

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Sold by Naples Global Advisors LLC

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 […]
Dow Jones Naples Global Advisors First Command Bank Shaughnessy Asset Management Newsquare Capital Blackrock Inc
Source: wkrb13.com

Institute for Wealth Management LLC. Purchases New Holdings in ONEOK, Inc. (NYSE:OKE)

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 […]
United States Raymond James Company Profile First Command Bank Resurgent Financial Advisors Institute For Wealth Management

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