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February 19, 2024
Invesco Ltd. lowered its stake in shares of The Southern Company (NYSE:SO – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,697,140 shares of the utilities provider’s stock after selling 19,689 shares during the […]
February 18, 2024
Sugarloaf Wealth Management LLC lessened its stake in The Southern Company (NYSE:SO – Free Report) by 5.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 49,259 shares of the utilities provider’s stock after selling 2,903 shares during the quarter. Southern makes up approximately 0.7% […]
February 16, 2024
Amazon.com, Inc. (NASDAQ:AMZN) Director Jonathan Rubinstein sold 12,133 shares of the stock in a transaction dated Friday, February 9th. The shares were sold at an average price of $171.00, for a total value of $2,074,743.00. Following the transaction, the director now directly owns 115,220 shares in the company, valued at approximately $19,702,620. The sale was […]
February 3, 2024
Moors & Cabot Inc. grew its holdings in First Trust Water ETF (NYSEARCA:FIW – Free Report) by 6.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,311 shares of the company’s stock after acquiring an additional 1,032 shares during the period. Moors […]
February 2, 2024
Leelyn Smith LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,452 shares of the financial services provider’s stock after purchasing an additional 369 shares during the period. Leelyn Smith LLC’s […]
February 2, 2024
XML Financial LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,223 shares of the financial services provider’s stock after purchasing an additional 251 shares during the quarter. […]
January 30, 2024
Darwin Wealth Management LLC lowered its holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 8.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,279 shares of the exchange traded fund’s stock after selling 1,135 shares during […]
January 29, 2024
Retirement Systems of Alabama lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 820,547 shares of the social networking company’s stock after selling 125,223 shares during […]
January 29, 2024
GSG Advisors LLC bought a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 33,877 shares of the e-commerce giant’s stock, valued at approximately $4,306,000. Amazon.com makes up 2.1% of GSG Advisors LLC’s portfolio, making the stock […]
January 29, 2024
Widmann Financial Services Inc. increased its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 15.2% during the third quarter, HoldingsChannel.com reports. The fund owned 32,586 shares of the cell phone carrier’s stock after buying an additional 4,305 shares during the period. Widmann Financial Services Inc.’s holdings in Verizon Communications were worth $1,056,000 as […]