Page 19 - Purpose Wealth News Today

Juncture Wealth Strategies LLC lowered its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 8.8% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 25,065 shares of the company’s stock after selling 2,424 shares during the period. SPDR S&P […]

AGF Management Ltd. decreased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 24.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,163 shares of the Internet television network’s stock after selling 688 shares during the period. AGF Management Ltd.’s holdings in Netflix […]

Municipal Employees Retirement System of Michigan lessened its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,116,636 shares of the exchange traded fund’s stock after selling 113,949 […]

FirstPurpose Wealth LLC increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,709 shares of the financial services provider’s stock after acquiring an additional 171 shares during the quarter. FirstPurpose […]

Pariax LLC lessened its stake in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 26.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,290 shares of the company’s stock after selling 4,848 shares during the period. Vanguard Consumer […]

First National Bank of Omaha decreased its position in CVS Health Co. (NYSE:CVS – Free Report) by 7.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,582 shares of the pharmacy operator’s stock after selling 450 shares during the quarter. […]

Klingman & Associates LLC increased its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,168,506 shares of the company’s stock after buying an additional 45,252 shares during the […]

Gyroscope Capital Management Group LLC raised its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 24.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,997 shares of the medical instruments supplier’s stock after purchasing an additional 583 […]

Anchor Capital Advisors LLC boosted its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 14.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 75,620 shares of the company’s stock after buying an additional 9,335 shares during the quarter. Anchor Capital […]

Liberty Wealth Management LLC purchased a new stake in shares of Diageo plc (NYSE:DEO – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,221 shares of the company’s stock, valued at approximately $221,000. Several other hedge funds have also added to or […]