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April 6, 2023
Inspire Advisors LLC bought a new stake in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 14,543 shares of the company’s stock, valued at approximately $254,000. A number of other hedge funds […]
April 5, 2023
MBA Advisors LLC increased its stake in shares of ProShares Short S&P500 (NYSEARCA:SH – Get Rating) by 17.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 58,302 shares of the real estate investment trust’s stock after buying an additional 8,725 shares […]
April 5, 2023
Santori & Peters Inc. bought a new position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 210,421 shares of the company’s stock, valued at approximately $4,421,000. Shiller CAPE U.S. Equities […]
April 5, 2023
First National Corp MA ADV cut its stake in ProShares Short S&P500 (NYSEARCA:SH – Get Rating) by 44.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 353,950 shares of the real estate investment trust’s stock after selling 287,393 shares during the […]
March 25, 2023
Aurora Private Wealth Inc. cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 17.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,316 shares of the e-commerce giant’s stock after selling 2,845 shares during the quarter. Amazon.com comprises 1.3% of Aurora Private […]
March 23, 2023
Transform Wealth LLC increased its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 972 shares of the fast-food giant’s stock after buying an additional 52 shares during the period. […]
March 23, 2023
Should You Buy or Sell McDonalds Stock? Get The Latest MCD Stock Forecast, Price Target, Dividend Info, Headlines, Short Interest at MarketBeat.
July 13, 2022
Transform Wealth LLC lowered its position in Johnson & Johnson (NYSE:JNJ – Get Rating) by 0.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,236 shares of the company’s stock after selling 281 shares during the quarter. Transform Wealth LLC’s holdings […]
July 10, 2022
Transform Wealth LLC boosted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,477 shares of the home improvement retailer’s stock after acquiring an additional 355 shares during the period. Transform […]
March 28, 2022
Transform Wealth LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.5% during the 4th quarter, HoldingsChannel reports. The firm owned 27,508 shares of the entertainment giant’s stock after purchasing an additional 136 shares during the quarter. Transform Wealth LLC’s holdings in Walt Disney were worth $4,261,000 at […]