Page 48 - Trinitypoint Wealth News Today

Dakota Wealth Management boosted its holdings in Dollar General Co. (NYSE:DG – Get Rating) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,600 shares of the company’s stock after purchasing an additional 183 shares during the quarter. Dakota Wealth […]

Nwam LLC grew its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 66.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,281 shares of the company’s stock after buying an additional 3,317 shares during the quarter. Nwam LLC’s holdings […]

Graniteshares Gold Trust (NYSEARCA:BAR – Get Rating)’s share price reached a new 52-week high during mid-day trading on Thursday . The company traded as high as $20.38 and last traded at $20.38, with a volume of 240292 shares trading hands. The stock had previously closed at $20.14. Graniteshares Gold Trust Stock Performance The stock has […]

Cassaday & Co Wealth Management LLC bought a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,232 shares of the company’s stock, valued at approximately $410,000. A number of other large investors have also […]

Bancreek Capital Management LP lifted its holdings in shares of Republic Services, Inc. (NYSE:RSG – Get Rating) by 7.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,000 shares of the business services provider’s stock after buying an additional 2,418 shares […]

Gerber Kawasaki Wealth & Investment Management trimmed its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Get Rating) by 9.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,021 shares of the financial services provider’s stock after selling 3,039 shares during the quarter. Gerber Kawasaki […]

TrinityPoint Wealth LLC reduced its position in Duck Creek Technologies, Inc. (NASDAQ:DCT – Get Rating) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,432 shares of the company’s stock after selling 730 shares during the period. TrinityPoint Wealth LLC’s holdings […]

TrinityPoint Wealth LLC lifted its position in shares of Pioneer Natural Resources (NYSE:PXD – Get Rating) by 12.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,313 shares of the oil and gas development company’s stock after acquiring an additional 141 shares during the period. TrinityPoint Wealth LLC’s holdings in Pioneer Natural Resources […]

Francis Financial Inc. raised its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 18.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,000 shares of the company’s stock after buying an additional 477 shares during the period. Vanguard […]

Thornburg Investment Management Inc. trimmed its stake in Open Lending Co. (NASDAQ:LPRO – Get Rating) by 3.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 215,446 shares of the company’s stock after selling 7,012 shares during the quarter. Thornburg Investment Management Inc.’s holdings in […]