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Smith Moore & CO. Cuts Stake in TLG Acquisition One Corp. (NYSE:TLGA)

Smith Moore & CO. lowered its position in shares of TLG Acquisition One Corp. (NYSE:TLGA – Get Rating) by 30.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,982 shares of the company’s stock after selling 7,518 shares during the period. […]
United States West Palm Beach Smith Moore Acquisition One Corp Acquisition One Company Profile Exchange Commission

Smith Moore & CO. Makes New $209,000 Investment in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Smith Moore & CO. purchased a new position in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 2,664 shares of the company’s stock, valued at approximately $209,000. Other hedge funds and other institutional investors also recently bought […]
United States Sargent Bickham Lagudis Wealth Advisors Invesco Aerospace Defense Red Tortoise Benjaminf Edwards Company Inc

Smith Moore & CO. Sells 2,500 Shares of BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM)

Smith Moore & CO. lessened its stake in BNY Mellon Strategic Municipal Bond Fund, Inc. (NYSE:DSM – Get Rating) by 20.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 10,000 shares of the investment management company’s stock after selling 2,500 shares during the period. Smith Moore & CO.’s holdings in BNY Mellon […]
New York United States Holdings Channel Moors Cabot Inc Mellon Strategic Municipal Bond Fund Stock Performance Mellon Strategic Municipal Bond Fund Inc

2,356 Shares in QuidelOrtho Co. (NASDAQ:QDEL) Purchased by Smith Moore & CO.

Smith Moore & CO. purchased a new position in QuidelOrtho Co. (NASDAQ:QDEL – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,356 shares of the company’s stock, valued at approximately $202,000. A number of other hedge funds and other institutional […]
United Kingdom Raymond James Raymond James Associates Royal Bank Quidelortho Company Profile Quidelortho Co

Smith Moore & CO. Reduces Position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Smith Moore & CO. cut its position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Get Rating) by 6.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 825 shares of the company’s stock after selling 60 shares during the […]
Blair William Co Company Profile Raymond James Financial Services Advisors Inc Pensionmark Financial Group Smith Moore Exchange Commission

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Smith Moore & CO. Decreases Stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Smith Moore & CO. lowered its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Get Rating) by 33.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,475 shares of the company’s stock after selling 2,290 shares during the quarter. […]
Ameritas Investment Partners Inc Smith Moore Fifth Third Bancorp Tanglewood Legacy Advisors Quarter For First Trust Low Duration Opportunities Company Profile

iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) Stock Position Increased by Quantitative Advantage LLC

Quantitative Advantage LLC lifted its position in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Get Rating) by 1.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 65,362 shares of the company’s stock after buying an additional 740 shares during the period. Quantitative Advantage LLC […]
Quantitative Advantage Goldman Sachs Hedge Fund Smith Moore Advisory Services Company Profile Birchcreek Wealth Management

Smith Moore & CO. Has $605,000 Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Smith Moore & CO. grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 8.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 7,335 shares of the exchange traded fund’s stock after acquiring an additional 570 shares during the quarter. Smith Moore & CO.’s holdings in Vanguard Real Estate […]
Vanguard Group Inc Eagle Bay Advisors Kathleens Wright Associates Inc Smith Moore Retirement Financial Solutions Vanguard Real Estate

Pekin Hardy Strauss Inc. Makes New Investment in Meta Platforms, Inc. (NASDAQ:META)

Pekin Hardy Strauss Inc. purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,845 shares of the social networking company’s stock, valued at approximately $222,000. A number […]
Jennifer Newstead Andrew Bosworth Pekin Hardy Strauss Inc Fortis Capital Management Prio Wealth Limited Partnership Consilium Wealth Advisory

Pekin Hardy Strauss Inc. Purchases Shares of 17,058 Woodside Energy Group Ltd (NYSE:WDS)

Smith Moore & CO. increased its position in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Get Rating) by 2.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,601 shares of the company’s stock after acquiring an additional 74 shares during the […]
Envestnet Asset Management Inc Jpmorgan Chase Co Smith Moore Get Rating Asset Management Jane Street Group

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