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BILL Holdings, Inc. (NYSE:BILL) Stake Lifted by Advisory Resource Group

Advisory Resource Group increased its position in shares of BILL Holdings, Inc. (NYSE:BILL – Get Rating) by 70.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,731 shares of the company’s stock after purchasing an additional 1,958 […]
Johnr Rettig Piper Sandler Needham Company Vanguard Group Inc Advisory Resource Group Company Profile
Source: wkrb13.com

Citigroup Inc. (NYSE:C) Shares Bought by International Assets Investment Management LLC

International Assets Investment Management LLC grew its holdings in Citigroup Inc. (NYSE:C – Get Rating) by 2,964.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,013,275 shares of the company’s stock after acquiring an additional 1,947,575 shares during the period. International Assets Investment […]
United States Sara Wechter Piper Sandler Cvisit Holdingschannel Titilope Cole Boston Financial Mangement

Advisory Resource Group Raises Position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Advisory Resource Group increased its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Get Rating) by 106.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,138 shares of the semiconductor company’s stock after purchasing an additional 4,707 shares during the […]
Taiwan Semiconductor Manufacturing Trading Taiwan Semiconductor Manufacturing Cuts Dividend Needham Company First Personal Financial Services Taiwan Semiconductor Manufacturing Co Ltd Advisory Resource Group

Healthcare Realty Trust Incorporated (NYSE:HR) Stake Lessened by Advisory Resource Group

Advisory Resource Group trimmed its stake in shares of Healthcare Realty Trust Incorporated (NYSE:HR – Get Rating) by 7.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 59,834 shares of the real estate investment trust’s stock after selling 4,680 shares during the quarter. […]
United States Insider Activity At Healthcare Realty Healthcare Realty Trust Announces Dividend Exchange Commission Healthcare Realty Trust Inc Advisory Resource Group
Source: wkrb13.com

Advisory Resource Group Sells 965 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Advisory Resource Group trimmed its stake in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Rating) by 1.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 66,220 shares of the company’s stock after selling 965 shares during the quarter. Advisory Resource […]
United States Quarter For Phillips Edison Company Inc Advisory Resource Group News Ratings For Phillips Edison Company Inc Clearstead Advisors Goldman Sachs Group

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MONECO Advisors LLC Buys 806 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

MONECO Advisors LLC boosted its position in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 9.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 8,913 shares of the exchange traded fund’s stock after acquiring an additional 806 shares during the period. Invesco QQQ Trust accounts for approximately 0.9% of MONECO Advisors LLC’s investment portfolio, […]
Company Profile International Assets Investment Management Moneco Advisors Chapin Davis Inc Advisory Resource Group Traverso Chambers Private Wealth Management

Yum China Holdings, Inc. (NYSE:YUMC) Shares Purchased by Advisory Resource Group

Advisory Resource Group raised its stake in Yum China Holdings, Inc. (NYSE:YUMC – Get Rating) by 121.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,030 shares of the company’s stock after purchasing an additional 5,507 shares during the quarter. Advisory […]
Johnson Huang Joey Wat Accurate Wealth Management Eagle Bay Advisors Advisory Resource Group Pizza Hut
Source: wkrb13.com

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

ConocoPhillips (NYSE:COP) Shares Sold by Advisory Resource Group

Advisory Resource Group cut its position in shares of ConocoPhillips (NYSE:COP – Get Rating) by 4.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 217,547 shares of the energy producer’s stock after selling 9,547 shares during the quarter. ConocoPhillips accounts for 7.6% of […]
United States Asia Pacific Massachusetts Financial Services Co Dimensional Fund Advisors Asset Management Americas Inc Vanguard Group Inc

Dover Co. (NYSE:DOV) Position Increased by Advisory Resource Group

Advisory Resource Group raised its position in Dover Co. (NYSE:DOV – Get Rating) by 6.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,220 shares of the industrial products company’s stock after purchasing an additional 1,166 shares during the quarter. […]
Bradm Cerepak Robertw Baird G Investment Management Ltd Advisory Resource Group Jpmorgan Chase Co Royal Bank

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