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January 9, 2024
/PRNewswire/ -- On the heels of the recent announcement of DFPG Investments launch of the Diversify Advisor Network, the advisor-founded and advisor-led...
January 9, 2024
Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.
January 8, 2024
Catalyst Financial Partners LLC boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 14.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,919 shares of the home improvement retailer’s stock after purchasing an additional 614 shares during […]
January 8, 2024
Keel Point LLC lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 16.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 4,602 shares of the home improvement retailer’s stock after buying an additional 641 shares during the period. Keel Point LLC’s holdings […]
January 6, 2024
Keating Investment Counselors Inc. raised its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 27.3% in the third quarter, Holdings Channel reports. The fund owned 1,400 shares of the medical instruments supplier’s stock after acquiring an additional 300 shares during the period. Keating Investment Counselors Inc.’s holdings in Becton, Dickinson […]
January 5, 2024
Mastrapasqua Asset Management Inc. reduced its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 0.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 91,519 shares of the company’s stock after selling 177 shares during the period. Zoetis accounts for approximately 1.9% of […]
January 4, 2024
Raymond James Financial Services Advisors Inc. trimmed its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 468,974 shares of the home improvement retailer’s stock after selling 11,276 shares during […]
January 4, 2024
Walter Public Investments Inc. lowered its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 58,700 shares of the company’s stock after selling 1,333 shares during the period. Zoetis makes up about 2.4% of Walter […]
January 2, 2024
Hoey Investments Inc. reduced its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 7.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,651 shares of the home improvement retailer’s stock after selling 1,031 shares during the quarter. Lowe’s […]
December 31, 2023
Sheets Smith Wealth Management boosted its position in Virtus Seix Senior Loan ETF (NYSEARCA:SEIX – Free Report) by 6.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,039 shares of the company’s stock after buying an additional 3,205 shares during the period. […]