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Applied Materials, Inc. (NASDAQ:AMAT) Shares Purchased by Simon Quick Advisors LLC

Simon Quick Advisors LLC increased its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 10.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,062 shares of the manufacturing equipment provider’s stock after acquiring an additional 290 shares during the period. […]
Omkaram Nalamasu Raymond James Securities Exchange Commission Wolfe Research Global Services Simon Quick Advisors
Source: wkrb13.com

Legacy Financial Group LLC Raises Stock Position in Wells Fargo & Company (NYSE:WFC)

Legacy Financial Group LLC grew its stake in Wells Fargo & Company (NYSE:WFC – Free Report) by 88.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,653 shares of the financial services provider’s stock after buying an additional […]
United States Richardk Davis Jefferies Financial Group Wells Fargo Company Announces Dividend Legacy Financial Group Odeon Capital Group
Source: wkrb13.com

VeraBank N.A. Purchases 70 Shares of Eli Lilly and Company (NYSE:LLY)

VeraBank N.A. boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,747 shares of the company’s stock after purchasing an additional 70 shares during the quarter. Eli Lilly and Company […]
Eli Lilly Donalda Zakrowski Physicians Financial Services Inc Securities Exchange Commission Company Daily Morgan Stanley
Source: wkrb13.com

Affinity Wealth Management LLC Invests $211,000 in Aflac Incorporated (NYSE:AFL)

Affinity Wealth Management LLC acquired a new stake in Aflac Incorporated (NYSE:AFL – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 2,749 shares of the financial services provider’s stock, valued at approximately $211,000. A number of other large investors have also recently […]
Steven Kent Beaver Frederick John Crawford Raymond James Raymond James Financial Services Advisors Inc Forza Wealth Management Moody Lynn Lieberson
Source: wkrb13.com

Simon Quick Advisors LLC Acquires 1,738 Shares of Bristol-Myers Squibb (NYSE:BMY)

Simon Quick Advisors LLC increased its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 38.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,252 shares of the biopharmaceutical company’s stock after purchasing an additional 1,738 shares during the quarter. Simon […]
United States Christophers Boerner Bristol Myers Squibb Theodorer Samuels William Blair Pomalyst Imnovid

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Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by Simon Quick Advisors LLC

Simon Quick Advisors LLC lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 16.2% in the third quarter, HoldingsChannel reports. The fund owned 3,864 shares of the semiconductor manufacturer’s stock after purchasing an additional 539 shares during the quarter. Simon Quick Advisors LLC’s holdings in Advanced Micro Devices were worth $397,000 […]
Raymond James Darlam Smith Lisat Su Robertw Baird Securities Exchange Commission Jennison Associates
Source: wkrb13.com

Simon Quick Advisors LLC Purchases 1,738 Shares of Bristol-Myers Squibb (NYSE:BMY)

Simon Quick Advisors LLC boosted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 38.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,252 shares of the biopharmaceutical company’s stock after purchasing an additional 1,738 shares during the period. Simon […]
United States Pomalyst Imnovid Bristol Myers Squibb Christophers Boerner Theodorer Samuels Bristol Myers Squibb Company
Source: wkrb13.com

Simon Quick Advisors LLC Decreases Stock Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)

Simon Quick Advisors LLC decreased its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,533 shares of the business services provider’s stock after selling 134 shares during the period. […]
Stifel Nicolaus Coppell Advisory Solutions Coppell Advisory Solutions Corp Employer Organization Financial Management Professionals Inc Strategic Investment Solutions Inc

Simon Quick Advisors LLC Sells 4,570 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Simon Quick Advisors LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 104,337 shares of the company’s stock after selling 4,570 shares during the quarter. iShares S&P […]
United States Migdal Insurance Financial Holdings Ltd Simon Quick Advisors Chilton Capital Management Growth Index Fund The Russell Investments Group Ltd
Source: wkrb13.com

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stock Holdings Lessened by Simon Quick Advisors LLC

Simon Quick Advisors LLC cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 6.7% during the third quarter, HoldingsChannel.com reports. The firm owned 89,805 shares of the company’s stock after selling 6,400 shares during the period. iShares Russell Mid-Cap ETF makes up about 0.6% of Simon Quick Advisors LLC’s […]
United States Simon Quick Advisors Russell Midcap Index Fund Canvas Wealth Advisors Raymond James Associates Raymond James Financial Services Advisors Inc
Source: wkrb13.com

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