Page 9 - Firstpurpose Wealth News Today

Oxford Financial Group Ltd. grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 6.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,946 shares of the home improvement retailer’s stock after purchasing an additional 190 shares during the period. Oxford Financial […]

Shelton Capital Management cut its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 38.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 61,911 shares of the pharmacy operator’s stock after selling 38,858 shares during the period. Shelton Capital Management’s holdings in CVS Health were worth $4,280,000 at the end of the most […]

Checchi Capital Advisers LLC decreased its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 13.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,172 shares of the pharmacy operator’s stock after selling 1,598 shares during the quarter. Checchi Capital […]

Cetera Advisors LLC lifted its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 6.0% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 121,259 shares of the exchange traded fund’s stock after buying an additional 6,844 shares during the period. Cetera Advisors LLC’s holdings in iShares 20+ Year Treasury […]

Clarius Group LLC increased its stake in CVS Health Co. (NYSE:CVS – Free Report) by 1.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,615 shares of the pharmacy operator’s stock after purchasing an additional 158 shares during the quarter. Clarius Group […]

Berger Financial Group Inc reduced its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 0.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 105,246 shares of the exchange traded fund’s stock after selling 631 shares […]

Montag A & Associates Inc. lifted its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 9.7% in the second quarter, HoldingsChannel.com reports. The fund owned 30,568 shares of the pharmacy operator’s stock after acquiring an additional 2,704 shares during the quarter. Montag A & Associates Inc.’s holdings in CVS Health were […]

Swiss National Bank lowered its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 10.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,153,800 shares of the home improvement retailer’s stock after selling 246,000 shares during the period. Swiss National Bank’s holdings in Lowe’s Companies were worth $486,113,000 at the end of […]

1ST Source Bank grew its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,673 shares of the home improvement retailer’s stock after acquiring an additional 193 shares during […]

Kestra Private Wealth Services LLC boosted its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 14.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 142,605 shares of the exchange traded fund’s stock […]