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Johnson Financial Group Inc. Buys 1,900 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

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 […]
Securities Exchange Commission Johnson Financial Group Inc Baybridge Capital Group Eagle Global Advisors Starfox Financial Services Advisory Services Network

Westfield Capital Management Co. LP Acquires 3,816 Shares of Pool Co. (NASDAQ:POOL)

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 […]
United States Jenniferm Neil Stifel Nicolaus King Luther Capital Management Corp Pool Corporation Westfield Capital Management Co

Westfield Capital Management Co. LP Lowers Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)

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 […]
Stifel Nicolaus Marthaam Morfitt Johnson Financial Group Inc Congress Wealth Management Lululemon Athletica Lululemon Athletica Inc

Nations Financial Group Inc. IA ADV Trims Stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

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 […]
Advisory Services Network Interocean Capital Group Wells Fargo Company Nations Financial Group Inc Securities Exchange Commission Provise Management Group

Westfield Capital Management Co. LP Lowers Stock Position in AAON, Inc. (NASDAQ:AAON)

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 […]
United States Normanh Asbjornson Stephene Wakefield William Blair Advisory Services Network Janney Montgomery Scott

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Founders Financial Alliance LLC Reduces Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

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 […]
United States Provise Management Group Nixon Peabody Trust Co Exchange Commission Company Profile Advisory Services Network

Intech Investment Management LLC Trims Stock Position in Xcel Energy Inc. (NASDAQ:XEL)

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 […]
United States Xcel Energy Cuts Dividend News Ratings For Xcel Energy Daily Quarter For Xcel Energy Nomura Asset Management Co Xcel Energy

Advisory Services Network LLC Acquires 3,647 Shares of United Parcel Service, Inc. (NYSE:UPS)

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 […]
New Zealand General New Zealand United States Advisory Services Network Jpmorgan Chase Co Wellington Management Group

Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Linscomb & Williams Inc.

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 […]
United States Vanguard Growth Index Fund Nixon Peabody Trust Co Congress Wealth Management Advisory Services Network Nations Financial Group Inc

Wilson & Boucher Capital Management LLC Makes New $209,000 Investment in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

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. […]
United States Schwab International Small Advisory Services Network Corient Private Wealth Coldstream Capital Management Inc Wilson Boucher Capital Management

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