Page 48 - Quick Advisors News Today

Simon Quick Advisors LLC lowered its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 230,417 shares of the company’s stock after selling 301 shares during the period. Vanguard Growth ETF […]

Simon Quick Advisors LLC grew its holdings in AT&T Inc. (NYSE:T – Free Report) by 12.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,682 shares of the technology company’s stock after acquiring an additional 2,935 shares during the period. Simon Quick […]

Forza Wealth Management LLC trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 6.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,720 shares of the entertainment giant’s stock after selling 400 shares […]

Simon Quick Advisors LLC increased its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 10.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,885 shares of the CRM provider’s stock after buying an additional 265 shares during the period. Simon […]

Pursue Wealth Partners LLC reduced its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 14.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 975 shares of the restaurant operator’s stock after selling 168 shares during the period. Chipotle […]

Moody Lynn & Lieberson LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 7.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 90,709 shares of the company’s stock after selling 7,807 shares during the […]

Avaii Wealth Management LLC acquired a new stake in Shell plc (NYSE:SHEL – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,177 shares of the energy company’s stock, valued at approximately $205,000. Several other large investors also recently added to […]

Simon Quick Advisors LLC lessened its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 27.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,170 shares of the network technology company’s stock after selling 824 […]

Legacy Financial Group LLC raised its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 2.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 112,987 shares of the exchange traded fund’s stock after purchasing an additional 2,369 shares during the quarter. iShares […]

Forza Wealth Management LLC lifted its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 0.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 40,358 shares of the company’s stock after acquiring an additional 300 shares […]