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July 21, 2023
CM Wealth Advisors LLC acquired a new stake in shares of NexPoint Residential Trust, Inc. (NYSE:NXRT – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 8,699 shares of the financial services provider’s stock, valued at approximately $362,000. Other institutional investors have also bought and sold shares of the company. Fifth Third […]
April 26, 2023
Princeton Global Asset Management LLC lowered its stake in shares of iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Get Rating) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,528 shares of the company’s stock after […]
April 1, 2023
Osborne Partners Capital Management LLC reduced its position in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Get Rating) by 5.6% in the 4th quarter, HoldingsChannel reports. The firm owned 447,609 shares of the exchange traded fund’s stock after selling 26,568 shares during the period. Vanguard FTSE Europe ETF comprises approximately 1.9% of Osborne Partners […]
April 1, 2023
Should You Buy or Sell Walt Disney Stock? Get The Latest DIS Stock Forecast, Price Target, Earnings Estimates, Headlines, Short Interest at MarketBeat.
March 31, 2023
Graybill Bartz & Assoc Ltd. grew its holdings in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,442 shares of the retailer’s stock after acquiring an additional 29 shares during the period. Graybill […]
March 31, 2023
Measured Wealth Private Client Group LLC lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 10.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 34,754 shares of the exchange traded fund’s stock after selling 3,863 shares during the period. SPDR Gold Shares […]
March 31, 2023
First Affirmative Financial Network bought a new position in Bank of America Co. (NYSE:BAC) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 7,294 shares of the financial services provider’s stock, valued at approximately $242,000. A number of other institutional investors have […]
March 31, 2023
Graybill Bartz & Assoc Ltd. increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 31,304 shares of the entertainment giant’s stock after purchasing an additional 267 shares during the period. Graybill Bartz […]
March 31, 2023
Occidental Asset Management LLC lowered its position in shares of Diageo plc (NYSE:DEO – Get Rating) by 1.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,202 shares of the company’s stock after selling 75 shares during the period. Occidental Asset Management LLC’s holdings in Diageo were […]
March 30, 2023
Graybill Bartz & Assoc Ltd. grew its position in Otis Worldwide Co. (NYSE:OTIS – Get Rating) by 0.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 53,823 shares of the company’s stock after purchasing an additional 216 shares during the quarter. Otis […]