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July 3, 2023
Stonegate Investment Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,386 shares of the company’s stock after acquiring an additional 1,286 shares during the period. […]
July 3, 2023
Physician Wealth Advisors Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,670 shares of the company’s stock after buying an additional 253 shares during […]
July 2, 2023
BlackRock Enhanced Government Fund, Inc. (NYSE:EGF – Free Report) saw a significant decrease in short interest during the month of June. As of June 15th, there was short interest totalling 1,300 shares, a decrease of 43.5% from the May 31st total of 2,300 shares. Based on an average daily volume of 6,200 shares, the days-to-cover […]
July 1, 2023
Goodwin Daniel L boosted its position in shares of BlackRock MuniHoldings Fund, Inc. (NYSE:MHD – Free Report) by 5.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 106,055 shares of the company’s stock after purchasing an additional 5,200 shares during the period. BlackRock […]
June 30, 2023
Transform Wealth LLC lifted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 154,817 shares of the information services provider’s stock after acquiring an additional 10,939 shares during the period. […]
June 30, 2023
Transform Wealth LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 154,817 shares of the information services provider’s stock after buying an additional 10,939 shares during the period. […]
June 29, 2023
Transform Wealth LLC boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 121,804 shares of the oil and gas company’s stock after acquiring an additional 3,624 shares during the quarter. Exxon Mobil […]
June 29, 2023
Transform Wealth LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 20.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 123,085 shares of the financial services provider’s stock after buying an additional 20,654 shares during the period. JPMorgan Chase & Co. makes up 1.5% of Transform Wealth LLC’s […]
June 29, 2023
Boyd Watterson Asset Management LLC OH cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 62,286 shares of the company’s stock after selling 3,313 shares […]
June 28, 2023
Trust Co. of Oklahoma lessened its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 0.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,945 shares of the oil and gas company’s stock after selling 78 shares during the quarter. Chevron comprises […]