Page 33 - Firstpurpose Wealth News Today

StoneX Group Inc. boosted its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 9.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,590 shares of the pharmacy operator’s stock after buying an additional 1,289 shares […]

Associated Banc Corp reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.2% during the fourth quarter, HoldingsChannel reports. The firm owned 63,758 shares of the healthcare conglomerate’s stock after selling 142 shares during the period. UnitedHealth Group comprises approximately 1.4% of Associated Banc Corp’s portfolio, making the stock its 17th largest […]

Beacon Harbor Wealth Advisors Inc. acquired a new stake in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 150,090 shares of the company’s stock, valued at approximately $6,859,000. JPMorgan Short Duration Core Plus ETF […]

FDx Advisors Inc. lessened its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 13.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,933 shares of the pharmacy operator’s stock after selling 2,669 shares during the quarter. FDx Advisors Inc.’s […]

HBK Sorce Advisory LLC boosted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Get Rating) by 100.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,000 shares of the company’s stock after […]

Vise Technologies Inc. increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 10.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,250 shares of the healthcare conglomerate’s stock after acquiring an additional 390 shares during […]

Gilbert & Cook Inc. cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 960 shares of the healthcare conglomerate’s stock after selling 59 shares during the […]

Keefe, Bruyette & Woods cut shares of Brookfield (NYSE:BN – Get Rating) from an outperform rating to a market perform rating in a research note issued to investors on Friday, The Fly reports. Several other equities analysts have also commented on the company. Royal Bank of Canada upped their target price on Brookfield from $53.00 […]

Constitution Capital LLC lessened its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 62.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,640 shares of the pharmacy operator’s stock after selling 36,600 shares during the period. […]

Horizon Wealth Management LLC trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,523 shares of the healthcare conglomerate’s stock after selling 88 shares during the period. […]