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4Thought Financial Group Inc. Has $8.96 Million Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

4Thought Financial Group Inc. raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 20.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 35,845 shares of the company’s stock after purchasing an additional 6,035 shares during the period. Vanguard Mid-Cap ETF accounts for approximately 5.9% […]
United States Company Profile Simplicity Wealth Financial Group Inc Landmark Wealth Management Quantitative Equity Group

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by 1900 Wealth Management LLC

1900 Wealth Management LLC trimmed its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,263 shares of the medical research company’s stock after selling 31 shares during the quarter. […]
United States Marcn Casper Robertw Baird Securities Exchange Commission Oxler Private Wealth Wealth Management

Lyell Immunopharma (NASDAQ:LYEL) Shares Gap Down to $2.74

Shares of Lyell Immunopharma, Inc. (NASDAQ:LYEL – Get Free Report) gapped down before the market opened on Monday . The stock had previously closed at $2.74, but opened at $2.61. Lyell Immunopharma shares last traded at $2.63, with a volume of 60,857 shares. Analyst Ratings Changes Separately, HC Wainwright reissued a “buy” rating and issued […]
United States Lyell Immunopharma China Universal Asset Management Co Vanguard Personalized Indexing Management Lyell Immunopharma Company Profile Simplicity Wealth

Simplicity Wealth LLC Makes New $1.67 Million Investment in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Simplicity Wealth LLC acquired a new stake in shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 33,894 shares of the company’s stock, valued at approximately $1,666,000. […]
Securities Exchange Commission Harbour Investments Inc Simplicity Wealth Morgan Stanley Syntegra Private Wealth Group Global Assets Advisory

Simplicity Wealth LLC Purchases New Shares in Brookfield Co. (NYSE:BN)

Simplicity Wealth LLC acquired a new position in Brookfield Co. (NYSE:BN – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 22,030 shares of the company’s stock, valued at approximately $922,000. Several other large investors also recently […]
Jpmorgan Chase Co Salem Investment Counselors Inc Securities Exchange Commission Simplicity Wealth Brookfield Company Profile Sunbelt Securities Inc

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Simplicity Wealth LLC Invests $1.54 Million in Gartner, Inc. (NYSE:IT)

Simplicity Wealth LLC purchased a new stake in Gartner, Inc. (NYSE:IT – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,224 shares of the information technology services provider’s stock, valued at approximately $1,537,000. Several other institutional investors […]
United States Claire Herkes Jamesc Smith First Trust Advisors Principal Financial Group Inc American Century Companies Inc

Simplicity Wealth LLC Acquires Shares of 17,195 Microchip Technology Incorporated (NASDAQ:MCHP)

Simplicity Wealth LLC bought a new position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 17,195 shares of the semiconductor company’s stock, valued at approximately $1,543,000. A number of other institutional […]
Stephenv Drehobl Stifel Nicolaus Piper Sandler Microchip Technology Company Profile Insider Transactions At Microchip Technology Microchip Technology Trading

Simplicity Wealth LLC Purchases New Position in VICI Properties Inc. (NYSE:VICI)

Simplicity Wealth LLC acquired a new position in shares of VICI Properties Inc. (NYSE:VICI – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 47,206 shares of the company’s stock, valued at approximately $1,406,000. Other institutional investors also recently made changes […]
Las Vegas United States Jamesr Abrahamson Properties Daily Invesco Ltd Norges Bank

Simplicity Wealth LLC Acquires New Shares in BeiGene, Ltd. (NASDAQ:BGNE)

Simplicity Wealth LLC acquired a new position in shares of BeiGene, Ltd. (NASDAQ:BGNE – Free Report) in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 5,657 shares of the company’s stock, valued at approximately $885,000. Several other large investors have also recently added to or reduced […]
United States John Oyler Sanfordc Bernstein Julia Aijun Wang Newedge Wealth Vestmark Advisory Solutions Inc

Simplicity Wealth LLC Takes Position in Simon Property Group, Inc. (NYSE:SPG)

Simplicity Wealth LLC bought a new position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 5,997 shares of the real estate investment trust’s stock, valued at approximately $939,000. Other institutional investors have also […]
United States Simon Property Group Simplicity Wealth Schechter Investment Advisors Morgan Stanley Coldstream Capital Management Inc

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