Page 4 - Red Tortoise News Today

Resolute Advisors LLC increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 97,722 shares of the company’s stock after acquiring an additional 878 […]

JPMorgan Chase & Co. upgraded shares of Unilever (NYSE:UL – Free Report) from an underweight rating to an overweight rating in a report published on Thursday, MarketBeat reports. Other equities analysts also recently issued reports about the stock. Morgan Stanley downgraded shares of Unilever from an equal weight rating to an underweight rating and decreased […]

Salesforce, Inc. (NYSE:CRM – Get Free Report) COO Brian Millham sold 6,162 shares of Salesforce stock in a transaction dated Wednesday, May 22nd. The stock was sold at an average price of $283.41, for a total transaction of $1,746,372.42. The transaction was disclosed in a legal filing with the SEC, which can be accessed through […]

Nations Financial Group Inc. IA ADV lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 42,090 shares of the exchange traded fund’s stock after buying an additional 2,274 shares during the period. […]

HCR Wealth Advisors grew its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 45.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,829 shares of the exchange traded fund’s stock after purchasing an additional 3,051 shares during the quarter. Invesco QQQ […]

Cambridge Investment Research Advisors Inc. grew its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.6% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,496,636 shares of the exchange traded fund’s stock after buying an additional 38,471 shares during the period. Invesco QQQ accounts […]

Mark Sheptoff Financial Planning LLC raised its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 53.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,003 shares of the exchange traded fund’s stock after purchasing an additional 349 shares during […]

Central Valley Advisors LLC acquired a new stake in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,657 shares of the company’s stock, valued at approximately $213,000. Several other institutional […]

Blankinship & Foster LLC lowered its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 43.4% during the fourth quarter, Holdings Channel reports. The fund owned 12,630 shares of the company’s stock after selling 9,675 shares during the period. Blankinship & Foster LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth […]

Corient Private Wealth LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 11.7% in the 4th quarter, HoldingsChannel reports. The firm owned 285,409 shares of the exchange traded fund’s stock after purchasing an additional 29,914 shares during the period. Corient Private Wealth LLC’s holdings in Invesco QQQ were worth $116,881,000 at the […]