Page 20 - Purpose Wealth News Today

AlphaStar Capital Management LLC lifted its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 185.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,749,091 shares of the company’s stock after acquiring an additional 1,786,930 shares during the quarter. SPDR Portfolio Developed World ex-US ETF comprises about 7.3% of […]

Anchor Capital Advisors LLC boosted its position in CVS Health Co. (NYSE:CVS – Free Report) by 11.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 146,290 shares of the pharmacy operator’s stock after purchasing an additional 14,442 shares during […]

TCI Wealth Advisors Inc. grew its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 13.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,490 shares of the company’s stock after purchasing an additional 1,034 shares during the […]

Francis Financial Inc. increased its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 21.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,094 shares of the company’s stock after acquiring an additional 4,096 shares during the […]

Intercontinental Wealth Advisors LLC boosted its holdings in Brookfield Co. (NYSE:BN – Free Report) by 49.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,189 shares of the company’s stock after acquiring an additional 3,721 shares during the quarter. Intercontinental Wealth Advisors LLC’s […]

Cypress Capital Group lowered its holdings in Gartner, Inc. (NYSE:IT – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,682 shares of the information technology services provider’s stock after selling 50 shares during the period. Cypress Capital […]

Ziegler Capital Management LLC lessened its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 1.7% in the first quarter, HoldingsChannel reports. The firm owned 39,680 shares of the oil and gas company’s stock after selling 688 shares during the period. Ziegler Capital Management LLC’s holdings in Marathon Petroleum were worth $5,350,000 as of […]

Cable Hill Partners LLC lifted its holdings in shares of CVS Health Co. (NYSE:CVS – Free Report) by 52.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 8,443 shares of the pharmacy operator’s stock after acquiring an additional 2,906 shares during the period. Cable Hill Partners LLC’s […]

Cypress Capital Group acquired a new position in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 6,577 shares of the oil and gas company’s stock, valued at approximately $887,000. Several other […]

Mizuho Markets Cayman LP acquired a new stake in shares of Brookfield Co. (NYSE:BN – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 300,000 shares of the company’s stock, valued at approximately $9,777,000. A number of other institutional investors also […]