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CVS Health Co. (NYSE:CVS) Shares Bought by Advisory Resource Group

Advisory Resource Group grew its stake in CVS Health Co. (NYSE:CVS – Get Rating) by 6.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 27,983 shares of the pharmacy operator’s stock after buying an additional 1,637 shares during the period. Advisory Resource Group’s holdings in CVS Health were worth $2,608,000 as of its […]
Raymond James Asset Management Group Health Stock Down Royal Bank Advisory Resource Group Health Co
Source: wkrb13.com

Leisure Capital Management Lowers Stake in CVS Health Co. (NYSE:CVS)

Leisure Capital Management decreased its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,810 shares of the pharmacy operator’s stock after selling 239 shares during the quarter. Leisure Capital Management’s holdings in CVS Health were worth $355,000 as of […]
Raymond James Health Care Firstpurpose Wealth Morgan Stanley Pharmacy Services Asset Management Group

First National Bank Sioux Falls Invests $325,000 in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

First National Bank Sioux Falls purchased a new position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,961 shares of the company’s stock, valued at approximately $325,000. Several […]
United States Wealth Management Quarter For Dimensional International Core Equity Market Exchange Commission First National Bank Sioux Falls Company Profile

M&G Investment Management Ltd. Trims Stake in The AES Co. (NYSE:AES)

M&G Investment Management Ltd. lessened its position in The AES Co. (NYSE:AES – Get Rating) by 27.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,017,125 shares of the utilities provider’s stock after selling 1,484,769 shares during the quarter. M&G Investment Management Ltd. owned […]
United States Mg Investment Management Ltd Joel Isaacson Co Royal Bank Oregon Public Employees Retirement Fund Firstpurpose Wealth
Source: wkrb13.com

Comerica Bank Boosts Holdings in The Cigna Group (NYSE:CI)

Comerica Bank lifted its stake in The Cigna Group (NYSE:CI – Get Rating) by 9.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,586 shares of the health services provider’s stock after purchasing an additional 4,198 shares during the period. […]
Michaelw Triplett Cynthia Ryan Cigna Group Company Profile Cigna Group Sumitomo Mitsui Ds Asset Management Company Ltd Morgan Stanley

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Hartford Funds Management Co LLC Acquires New Stake in FMC Co. (NYSE:FMC)

Hartford Funds Management Co LLC acquired a new stake in FMC Co. (NYSE:FMC – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,355 shares of the basic materials company’s stock, valued at approximately $294,000. Several other hedge funds have also recently added […]
Nicholas Pfeiffer Andrewd Sandifer Securities Exchange Commission Baker Tilly Wealth Management Hartford Funds Management Co Harel Insurance Investments Financial Services Ltd
Source: wkrb13.com

FirstPurpose Wealth LLC Raises Holdings in FirstEnergy Corp. (NYSE:FE)

FirstPurpose Wealth LLC grew its stake in FirstEnergy Corp. (NYSE:FE – Get Rating) by 6.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,713 shares of the utilities provider’s stock after buying an additional 424 shares during the quarter. FirstPurpose Wealth LLC’s holdings in FirstEnergy were worth […]
United States Americas Holdings Corp Jpmorgan Chase Co Firstpurpose Wealth Firstenergy Corp Investment Consulting Inc

Oregon Public Employees Retirement Fund Cuts Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Oregon Public Employees Retirement Fund trimmed its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 1.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 332,877 shares of the cable giant’s stock after selling 4,736 shares during the quarter. Oregon Public […]
United States Pivotal Research Firstpurpose Wealth Corp Comcast Wells Fargo Company Cable Communications
Source: wkrb13.com

Symphony Financial Ltd. Co. Trims Stock Holdings in Unilever PLC (NYSE:UL)

Symphony Financial Ltd. Co. trimmed its position in Unilever PLC (NYSE:UL – Get Rating) by 5.2% in the 4th quarter, HoldingsChannel reports. The fund owned 4,808 shares of the company’s stock after selling 265 shares during the quarter. Symphony Financial Ltd. Co.’s holdings in Unilever were worth $244,000 as of its most recent filing with […]
Sanfordc Bernstein Unilever Plc Barry Investment Advisors Symphony Financial Ltd Sevenbridge Financial Group Archford Capital Strategies
Source: wkrb13.com

FirstPurpose Wealth LLC Purchases 2,344 Shares of Barrick Gold Corp (NYSE:GOLD)

FirstPurpose Wealth LLC lifted its position in Barrick Gold Corp (NYSE:GOLD – Get Rating) (TSE:ABX) by 17.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 15,511 shares of the gold and copper producer’s stock after acquiring an additional 2,344 shares during the period. FirstPurpose Wealth LLC’s holdings in Barrick Gold were worth […]
United States Raymond James Fairfield Bush Acadian Asset Management New York Stock Exchange Holdings Channel

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