Page 20 - Firstpurpose Wealth News Today

First National Bank of Omaha decreased its position in CVS Health Co. (NYSE:CVS – Free Report) by 7.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,582 shares of the pharmacy operator’s stock after selling 450 shares during the quarter. […]

Klingman & Associates LLC increased its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,168,506 shares of the company’s stock after buying an additional 45,252 shares during the […]

Gyroscope Capital Management Group LLC raised its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 24.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,997 shares of the medical instruments supplier’s stock after purchasing an additional 583 […]

Anchor Capital Advisors LLC boosted its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 14.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 75,620 shares of the company’s stock after buying an additional 9,335 shares during the quarter. Anchor Capital […]

Liberty Wealth Management LLC purchased a new stake in shares of Diageo plc (NYSE:DEO – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,221 shares of the company’s stock, valued at approximately $221,000. Several other hedge funds have also added to or […]

AlphaStar Capital Management LLC lifted its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 185.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,749,091 shares of the company’s stock after acquiring an additional 1,786,930 shares during the quarter. SPDR Portfolio Developed World ex-US ETF comprises about 7.3% of […]

Anchor Capital Advisors LLC boosted its position in CVS Health Co. (NYSE:CVS – Free Report) by 11.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 146,290 shares of the pharmacy operator’s stock after purchasing an additional 14,442 shares during […]

TCI Wealth Advisors Inc. grew its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 13.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,490 shares of the company’s stock after purchasing an additional 1,034 shares during the […]

Francis Financial Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 21.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,094 shares of the company’s stock after acquiring an additional 4,096 shares during the […]

Intercontinental Wealth Advisors LLC boosted its holdings in Brookfield Co. (NYSE:BN – Free Report) by 49.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,189 shares of the company’s stock after acquiring an additional 3,721 shares during the quarter. Intercontinental Wealth Advisors LLC’s […]