Page 22 - Firstpurpose Wealth News Today

Jump Financial LLC increased its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 35.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,939 shares of the pharmacy operator’s stock after acquiring an additional 28,198 shares during the […]

Moseley Investment Management Inc. trimmed its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 6.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 5,352 shares of the company’s stock after selling 364 shares during the quarter. Moseley Investment Management Inc.’s holdings in Schwab US Broad Market ETF […]

FirstPurpose Wealth LLC lifted its position in shares of General Dynamics Co. (NYSE:GD – Free Report) by 8.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,435 shares of the aerospace company’s stock after buying an additional 112 shares during […]

9258 Wealth Management LLC bought a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 640 shares of the Internet television network’s stock, valued at approximately $221,000. Several other hedge funds […]

Woodward Diversified Capital LLC bought a new position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 3,712 shares of the exchange traded fund’s stock, valued at approximately $368,000. Other […]

FirstPurpose Wealth LLC raised its position in McDonald’s Co. (NYSE:MCD – Free Report) by 4.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,055 shares of the fast-food giant’s stock after purchasing an additional 49 shares during the quarter. FirstPurpose Wealth […]

Krilogy Financial LLC lessened its stake in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 48.1% during the first quarter, HoldingsChannel.com reports. The firm owned 165,148 shares of the company’s stock after selling 153,334 shares during the period. Krilogy Financial LLC’s holdings in SPDR Portfolio Long Term Treasury ETF were worth $5,100,000 […]

TechnipFMC plc (NYSE:FTI – Get Free Report) has been given a consensus recommendation of “Buy” by the ten brokerages that are currently covering the company, MarketBeat Ratings reports. Ten analysts have rated the stock with a buy recommendation. The average twelve-month price target among brokerages that have issued ratings on the stock in the last […]

First National Bank of Omaha cut its position in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 2.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,299 shares of the medical instruments supplier’s stock after selling 424 shares during the […]

Anchor Capital Advisors LLC reduced its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 15.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 136,296 shares of the oil and gas company’s stock after selling 23,998 shares during the quarter. Anchor Capital Advisors LLC’s holdings in Marathon Petroleum were worth $18,377,000 […]