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SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG) Shares Sold by Centennial Wealth Advisory LLC

Centennial Wealth Advisory LLC trimmed its stake in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Get Rating) by 34.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,759 shares of the company’s stock after selling 10,528 shares during the quarter. […]
United States Baltimore Washington Financial Advisors Inc Company Profile Pure Financial Advisors York Mellon Corp Keeley Teton Advisors
Source: wkrb13.com

AHL Investment Management Inc. Sells 440 Shares of CVS Health Co. (NYSE:CVS)

AHL Investment Management Inc. cut its stake in CVS Health Co. (NYSE:CVS – Get Rating) by 1.4% in the first quarter, Holdings Channel.com reports. The firm owned 31,406 shares of the pharmacy operator’s stock after selling 440 shares during the quarter. CVS Health makes up approximately 2.2% of AHL Investment Management Inc.’s investment portfolio, making […]
United States Karens Lynch Pharmacy Services Wealth Advisors Securities Exchange Commission Capital Advisors Corp

UMB Bank n.a. Sells 11,301 Shares of CVS Health Co. (NYSE:CVS)

UMB Bank n.a. decreased its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 203,904 shares of the pharmacy operator’s stock after selling 11,301 shares during the […]
United States Karens Lynch Pharmacy Services Gofen Glossberg Health Daily Umb Bank

CHICAGO TRUST Co NA Sells 7,199 Shares of CVS Health Co. (NYSE:CVS)

CHICAGO TRUST Co NA trimmed its position in CVS Health Co. (NYSE:CVS – Get Rating) by 16.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 37,556 shares of the pharmacy operator’s stock after selling 7,199 shares during the quarter. CHICAGO TRUST Co NA’s […]
United States Karens Lynch Asset Management Group Health Care Capital Advisors Corp Ancora Advisors
Source: wkrb13.com

Diversified Trust Co Increases Holdings in CVS Health Co. (NYSE:CVS)

Diversified Trust Co grew its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 37.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,144 shares of the pharmacy operator’s stock after purchasing an additional 6,289 shares during the […]
Sanfordc Bernstein Karens Lynch Exchange Commission Securities Exchange Commission Pharmacy Services Deutsche Bank Aktiengesellschaft

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Brookfield Co. (NYSE:BN) Stock Position Increased by Chemistry Wealth Management LLC

Chemistry Wealth Management LLC raised its holdings in Brookfield Co. (NYSE:BN – Get Rating) by 4.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 174,876 shares of the company’s stock after purchasing an additional 8,054 shares during the period. Brookfield accounts for […]
Exchange Commission Insurance Solutions Bamco Inc Securities Exchange Commission Brookfield Company Profile Brookfield Co

Farmers Trust Co. Has $4.39 Million Position in CVS Health Co. (NYSE:CVS)

Farmers Trust Co. boosted its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 0.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 59,004 shares of the pharmacy operator’s stock after buying an additional 150 shares during the period. Farmers Trust Co.’s […]
United States Karens Lynch Health Corp Deutsche Bank Aktiengesellschaft Pharmacy Services Firstpurpose Wealth

Brookfield Co. (NYSE:BN) Short Interest Update

Brookfield Co. (NYSE:BN – Get Rating) saw a large growth in short interest in May. As of May 31st, there was short interest totalling 19,400,000 shares, a growth of 28.7% from the May 15th total of 15,070,000 shares. Based on an average daily volume of 2,590,000 shares, the days-to-cover ratio is currently 7.5 days. Approximately […]
Capital Management Securities Exchange Commission Ae Wealth Management Insurance Solutions Clarivest Asset Management Credit Suisse Group

Empirical Finance LLC Boosts Holdings in CVS Health Co. (NYSE:CVS)

Empirical Finance LLC boosted its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,551 shares of the pharmacy operator’s stock after purchasing an additional 1,985 shares […]
Karens Lynch Sanfordc Bernstein Gofen Glossberg Ancora Advisors Health Corp Asset Management Group

CVS Health Co. (NYSE:CVS) Shares Sold by Crumly & Associates Inc.

Crumly & Associates Inc. reduced its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,352 shares of the pharmacy operator’s stock after selling 336 shares during the […]
Karens Lynch Sanfordc Bernstein Piper Sandler Health Care Health Profile Pharmacy Services

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