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Focus Financial Network Inc. ADV Invests $3.03 Million in Vanguard Value ETF (NYSEARCA:VTV)

Focus Financial Network Inc. ADV acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 20,247 shares of the company’s stock, valued at approximately $3,027,000. Several other institutional investors have also […]
United States Financial Network Inc Wealthplan Investment Management Securities Exchange Commission Financial Counselors Inc Southstate Corp

Allianz Asset Management GmbH Acquires 209,210 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

Allianz Asset Management GmbH lifted its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 19.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,281,020 shares of the company’s stock after acquiring an additional 209,210 shares during the quarter. Allianz […]
Dinuzzo Private Wealth Inc Income Strategies Southstate Corp Principal Securities Inc Maytech Global Investments Securities Exchange Commission

Legacy Advisors LLC Decreases Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Legacy Advisors LLC decreased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 37.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,242 shares of the wireless technology company’s stock after selling 3,771 shares during the quarter. Legacy Advisors LLC’s holdings […]
Robertw Baird Neil Martin Neil Smit Jump Financial Wells Fargo Company Legacy Advisors
Source: wkrb13.com

Weiss Asset Management LP Makes New Investment in Colgate-Palmolive (NYSE:CL)

Weiss Asset Management LP acquired a new position in shares of Colgate-Palmolive (NYSE:CL – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 6,955 shares of the company’s stock, valued at approximately $554,000. Several other hedge funds and other institutional investors also recently bought and […]
United States Johnw Kooyman Sally Massey Stifel Nicolaus Securities Exchange Commission Palmolive Company Profile
Source: wkrb13.com

TFO Wealth Partners LLC Raises Stock Position in The Kroger Co. (NYSE:KR)

TFO Wealth Partners LLC boosted its position in shares of The Kroger Co. (NYSE:KR – Free Report) by 102,930.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,788 shares of the company’s stock after buying an additional 26,762 shares during the quarter. TFO Wealth […]
United States Valeriel Jabbar Carinl Fike First Command Advisory Services Inc Visionpoint Advisory Group Field Main Bank

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138,165 Shares in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) Bought by Proquility Private Wealth Partners LLC

Proquility Private Wealth Partners LLC purchased a new stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 138,165 shares of the exchange traded fund’s stock, valued at approximately $6,405,000. Vanguard Mortgage-Backed Securities […]
Securities Exchange Commission Southstate Corp Proquility Private Wealth Partners Bradley Co Addison Advisors Citigroup Inc

CAP Partners LLC Makes New $292,000 Investment in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

CAP Partners LLC acquired a new position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 11,066 shares of the company’s stock, valued at approximately $292,000. Other institutional investors and hedge funds […]
Hcap Partners First Horizon Advisors Inc Company Profile Exchange Commission Southstate Corp Consultiva Wealth Management
Source: wkrb13.com

Citigroup Boosts Coterra Energy (NYSE:CTRA) Price Target to $31.00

Coterra Energy (NYSE:CTRA – Free Report) had its price objective raised by Citigroup from $30.00 to $31.00 in a research report released on Friday morning, Benzinga reports. The firm currently has a buy rating on the stock. A number of other brokerages have also recently weighed in on CTRA. UBS Group upped their price objective […]
United States New Mexico Michaeld Deshazer Toddm Roemer Jpmorgan Chase Co Visionpoint Advisory Group

iShares Floating Rate Bond ETF (BATS:FLOT) Stake Boosted by IPG Investment Advisors LLC

IPG Investment Advisors LLC grew its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 6.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,900 shares of the company’s stock after purchasing an additional 307 shares during the period. IPG […]
Farmers Merchants Trust Co Atlantic Edge Private Wealth Management Southstate Corp Investment Advisors Ipg Investment Advisors Capital Advisors Inc

3Chopt Investment Partners LLC Makes New Investment in American International Group, Inc. (NYSE:AIG)

3Chopt Investment Partners LLC bought a new position in American International Group, Inc. (NYSE:AIG – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 3,542 shares of the insurance provider’s stock, valued at approximately $240,000. Other hedge funds have also added to or reduced their stakes in the company. Headlands Technologies LLC […]
United States Peter Zaffino Johnc Inglis Headlands Technologies American International Group Stock Performance Chopt Investment Partners

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