Texas Capital Bank Wealth Management Services Inc. lifted its holdings in shares of Energy Transfer LP (NYSE:ET – Free Report) by 1.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 281,699 shares of the pipeline company’s stock after acquiring an additional 3,259 […]
Shepherd Kaplan Krochuk LLC trimmed its position in shares of PPL Co. (NYSE:PPL – Free Report) by 5.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 27,207 shares of the utilities provider’s stock after selling 1,460 shares during the quarter. Shepherd Kaplan Krochuk LLC’s holdings in PPL were worth $756,000 as of its […]
Shepherd Kaplan Krochuk LLC lessened its position in shares of Nuveen Municipal Value Fund, Inc. (NYSE:NUV – Free Report) by 2.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,107 shares of the closed-end fund’s stock after selling 1,686 shares during the period. […]
Shepherd Kaplan Krochuk LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 1.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,263 shares of the company’s stock after purchasing an […]
Shepherd Kaplan Krochuk LLC raised its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 16.0% in the first quarter, Holdings Channel.com reports. The fund owned 49,640 shares of the company’s stock after purchasing an additional 6,845 shares during the period. iShares MSCI USA Momentum Factor ETF makes up […]