Page 40 - Firstpurpose Wealth News Today

Core Alternative Capital lifted its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 11,411.1% during the 4th quarter, HoldingsChannel reports. The firm owned 3,108 shares of the oil and gas company’s stock after acquiring an additional 3,081 shares during the period. Core Alternative Capital’s holdings in Marathon Petroleum were worth $362,000 […]

Naviter Wealth LLC raised its stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 19.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 23,896 shares of the cable giant’s stock after buying an additional 3,926 shares during the quarter. Naviter […]

Geneos Wealth Management Inc. lifted its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 25.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 67,463 shares of the pharmacy operator’s stock after acquiring an additional 13,815 shares during the period. Geneos Wealth Management Inc.’s holdings in CVS Health were worth […]

Elwood & Goetz Wealth Advisory Group LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Get Rating) by 7.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,254 shares of the company’s stock after buying an additional 373 […]

Financial Advantage Inc. increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 2.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,979 shares of the information services provider’s stock after acquiring an additional 1,235 shares during […]

Boston Financial Mangement LLC lessened its stake in CVS Health Co. (NYSE:CVS – Get Rating) by 9.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,196 shares of the pharmacy operator’s stock after selling 1,357 shares during the period. Boston Financial Mangement […]

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Advisory Resource Group grew its stake in CVS Health Co. (NYSE:CVS – Get Rating) by 6.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 27,983 shares of the pharmacy operator’s stock after buying an additional 1,637 shares during the period. Advisory Resource Group’s holdings in CVS Health were worth $2,608,000 as of its […]

Leisure Capital Management decreased its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,810 shares of the pharmacy operator’s stock after selling 239 shares during the quarter. Leisure Capital Management’s holdings in CVS Health were worth $355,000 as of […]

First National Bank Sioux Falls purchased a new position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,961 shares of the company’s stock, valued at approximately $325,000. Several […]