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June 12, 2024
Pin Oak Investment Advisors Inc. lifted its position in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 468.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 449 shares of the company’s stock after acquiring an additional 370 shares during the period. Pin Oak […]
June 12, 2024
Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […]
June 12, 2024
Power Corp of Canada cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 53,814 shares of the electric vehicle producer’s stock after selling 679 shares during the quarter. Tesla makes up approximately 1.4% of Power Corp of Canada’s investment portfolio, making […]
June 12, 2024
Coastwise Capital Group LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 135.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,612 shares of the electric vehicle producer’s stock after purchasing an additional 2,652 […]
June 12, 2024
Honeycomb Asset Management LP purchased a new stake in Oracle Co. (NYSE:ORCL – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 70,000 shares of the enterprise software provider’s stock, valued at approximately $7,380,000. Oracle makes up approximately […]
June 12, 2024
Continuum Advisory LLC trimmed its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 38.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 27,062 shares of the exchange traded fund’s stock after selling 17,164 shares during the period. Invesco QQQ accounts for approximately 1.6% of Continuum Advisory LLC’s portfolio, making the stock its […]
June 12, 2024
Greenwich Investment Management Inc. cut its stake in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 413,455 shares of the investment management company’s stock after selling 6,253 shares […]
June 12, 2024
Greenwich Investment Management Inc. cut its stake in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 413,455 shares of the investment management company’s stock after selling 6,253 shares […]
June 10, 2024
Retirement Capital Strategies acquired a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 16,137 shares of the exchange traded fund’s stock, valued at approximately $1,555,000. iShares 7-10 Year Treasury […]
June 9, 2024
Regal Investment Advisors LLC boosted its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,651 shares of the company’s stock after purchasing an additional 476 shares during […]