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January 1, 2024
Johnson Financial Group Inc. boosted its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 24.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,700 shares of the company’s stock after purchasing an additional 1,900 shares […]
January 1, 2024
Westfield Capital Management Co. LP increased its holdings in shares of Pool Co. (NASDAQ:POOL – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,017 shares of the specialty retailer’s stock after acquiring an additional 3,816 […]
January 1, 2024
Westfield Capital Management Co. LP trimmed its stake in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 44.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 90,781 shares of the apparel retailer’s stock after selling 71,518 shares […]
January 1, 2024
Nations Financial Group Inc. IA ADV lowered its stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 19.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 39,367 shares of the company’s stock after selling 9,394 shares during the period. Nations Financial […]
January 1, 2024
Westfield Capital Management Co. LP lowered its position in AAON, Inc. (NASDAQ:AAON – Free Report) by 13.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 553,545 shares of the construction company’s stock after selling 86,361 shares during the period. Westfield Capital Management Co. LP’s holdings in AAON were worth $40,890,000 as of its most […]
January 1, 2024
Founders Financial Alliance LLC cut its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,654 shares of the company’s stock after selling 216 shares during the quarter. Founders […]
January 1, 2024
Intech Investment Management LLC cut its stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 182,246 shares of the company’s stock after selling 21,711 shares during the period. Intech […]
January 1, 2024
Advisory Services Network LLC raised its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,699 shares of the transportation company’s stock after purchasing an additional […]
January 1, 2024
Linscomb & Williams Inc. lowered its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,951 shares of the company’s stock after selling 42 shares during the quarter. Linscomb & Williams Inc.’s holdings […]
January 1, 2024
Wilson & Boucher Capital Management LLC bought a new position in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,000 shares of the company’s stock, valued at approximately $209,000. […]