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41,030 Shares in NorthWestern Energy Group, Inc. (NYSE:NWE) Acquired by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC purchased a new stake in NorthWestern Energy Group, Inc. (NYSE:NWE – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 41,030 shares of the company’s stock, valued at approximately $2,088,000. Several other institutional investors and […]
Britte Ide Johnd Hines Wealth Partners Exchange Commission Northwestern Energy Group Announces Dividend Advisory Services Network

Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT) Shares Acquired by WorthPointe LLC

WorthPointe LLC boosted its holdings in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 71.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,707 shares of the company’s stock after purchasing an additional […]
Cape Investment Advisory Inc Company Profile Advisory Services Network Financial Network Inc Nations Financial Group Inc Exchange Commission

Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) Short Interest Down 82.6% in May

Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY – Get Free Report) saw a significant decline in short interest during the month of May. As of May 15th, there was short interest totalling 4,800 shares, a decline of 82.6% from the April 30th total of 27,600 shares. Based on an average trading volume of 88,300 […]
Financial Wealth Managment Sandbox Financial Partners Lmcg Investments Advisory Services Network Clear Creek Financial Management Yield Equity

Edwards Lifesciences Co. (NYSE:EW) Shares Sold by Advisory Services Network LLC

Advisory Services Network LLC reduced its position in shares of Edwards Lifesciences Co. (NYSE:EW – Free Report) by 46.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,672 shares of the medical research company’s stock after selling 20,022 shares […]
United States Scottb Ullem Edwards Lifesciences Edwards Lifesciences Co Milestone Investment Advisors Operose Advisors

3,740 Shares in Agnico Eagle Mines Limited (NYSE:AEM) Purchased by JARISLOWSKY FRASER Ltd

JARISLOWSKY FRASER Ltd purchased a new stake in Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 3,740 shares of the mining company’s stock, valued at approximately $206,000. Several other hedge funds have also recently bought […]
United States Agnico Eagle Mines Limited Avantax Advisory Services Inc Jefferies Financial Group Chilton Capital Management Advisory Services Network
Source: wkrb13.com

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Advisory Services Network LLC Has $1.63 Million Stock Holdings in Iron Mountain Incorporated (NYSE:IRM)

Advisory Services Network LLC reduced its position in Iron Mountain Incorporated (NYSE:IRM – Free Report) by 11.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 23,258 shares of the financial services provider’s stock after selling 3,033 shares during the period. Advisory Services Network LLC’s holdings in Iron […]
New Zealand General New Zealand Deborah Marson Daniel Borges Wellington Management Group Invesco Ltd

United Services Automobile Association Has $1.11 Million Holdings in PG&E Co. (NYSE:PCG)

United Services Automobile Association raised its stake in shares of PG&E Co. (NYSE:PCG – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 61,776 shares of the utilities provider’s stock after purchasing an additional 7,014 shares during the quarter. United Services […]
United States Patriciak Poppe Pge Co Goldman Sachs Group Advisory Services Network Securities Exchange Commission

Journey Advisory Group LLC Purchases New Shares in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Journey Advisory Group LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 17,291 shares of the exchange traded fund’s stock, valued at approximately $957,000. Several other […]
Small Company Johnson Financial Group Inc Financial Services Journey Advisory Group Corient Private Wealth Schwab Fundamental Us Small Company Index

Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Human Investing LLC

Human Investing LLC lowered its stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,683 shares of the company’s stock after selling 1,725 shares during the quarter. Vanguard ESG […]
United States Salem Investment Counselors Inc Human Investing Atlantic Edge Private Wealth Management Exchange Commission Round Rock Advisors

iShares U.S. Financials ETF (NYSEARCA:IYF) Shares Sold by Wulff Hansen & CO.

Wulff Hansen & CO. decreased its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 15.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,775 shares of the company’s stock after selling 510 shares during the period. Wulff Hansen […]
United States Dow Jones Mitchell Sinkler Starr Hsbc Holdings Advisory Services Network Exchange Commission

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