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Newman Dignan & Sheerar Inc. Raises Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Newman Dignan & Sheerar Inc. boosted its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 0.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 105,393 shares of the company’s stock after purchasing an additional 517 shares during the period. Schwab US Small-Cap […]
Dow Jones Newman Dignan Sheerar Inc Round Table Services Company Profile Harbor Group Inc Accurate Wealth Management

Safeguard Investment Advisory Group LLC Grows Position in Amazon.com, Inc. (NASDAQ:AMZN)

Safeguard Investment Advisory Group LLC lifted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 20.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 683 shares of the e-commerce giant’s stock after purchasing an additional 115 shares during the quarter. Amazon.com […]
United States Andrewr Jassy Raymond James Shelley Reynolds Round Table Services Qube Research Technologies Ltd

New Mountain Finance Co. (NASDAQ:NMFC) CEO Robert Hamwee Buys 20,000 Shares

New Mountain Finance Co. (NASDAQ:NMFC – Get Rating) CEO Robert Hamwee bought 20,000 shares of New Mountain Finance stock in a transaction that occurred on Wednesday, June 15th. The stock was purchased at an average cost of $11.63 per share, with a total value of $232,600.00. Following the completion of the acquisition, the chief executive […]
Robert Hamwee Allspring Global Investments Holdings Associates Corp Round Table Services Mountain Finance Corporation Nasdaq Mountain Finance Co

New Mountain Finance Co. (NASDAQ:NMFC) Short Interest Update

New Mountain Finance Co. (NASDAQ:NMFC – Get Rating) was the target of a large growth in short interest during the month of May. As of May 15th, there was short interest totalling 909,000 shares, a growth of 22.4% from the April 30th total of 742,400 shares. Currently, 1.0% of the shares of the company are […]
Adam Weinstein Joseph Hartswell Janney Montgomery Scott Round Table Services Allspring Global Investments Holdings Securities Exchange Commission

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JJJ Advisors Inc. Has $42,000 Stake in PayPal Holdings, Inc. (NASDAQ:PYPL)

JJJ Advisors Inc. lowered its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 68.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 222 shares of the credit services provider’s stock after selling 472 shares during the period. […]
Peggy Alford Frankd Yeary Round Table Services Jjj Advisors Inc Securities Exchange Commission Fifth Third Bancorp

Constellation Brands, Inc. (NYSE:STZ) Shares Sold by Round Table Services LLC

Round Table Services LLC lessened its holdings in shares of Constellation Brands, Inc. (NYSE:STZ – Get Rating) by 9.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 978 shares of the company’s stock after selling 100 shares during the quarter. Round Table Services LLC’s holdings in Constellation […]
United States New Zealand Corona Refresca Modelo Chelada Modelo Negra Round Table Services

6 Meridian Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)

6 Meridian lowered its stake in JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 1.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,784 shares of the financial services provider’s stock after selling 142 shares during the quarter. 6 Meridian’s holdings in […]
Round Table Services Cherrydale Wealth Management Schmidt Pj Investment Management Inc Corporate Investment Bank Keystone Financial Services Company Profile Get Rating

Round Table Services LLC Grows Stock Position in Vanguard FTSE Europe ETF (NYSEARCA:VGK)

Round Table Services LLC raised its holdings in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Get Rating) by 5.2% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,349 shares of the exchange traded fund’s stock after acquiring an additional 165 shares during the quarter. Round […]
Banco Bilbao Vizcaya Argentaria Allspring Global Investments Holdings Morgan Stanley Round Table Services Securities Exchange Commission Vanguard European Stock Index Fund

Country Club Trust Company n.a. Sells 1,260 Shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX)

Country Club Trust Company n.a. decreased its holdings in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Get Rating) by 16.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,558 shares of the company’s stock after selling 1,260 shares during the quarter. […]
Energy Infrastructure Round Table Services Core Wealth Advisors Inc Meeder Asset Management Inc Country Club Trust Company Get Rating

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