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Connectus Wealth LLC Has $2.46 Million Stock Position in Bristol-Myers Squibb (NYSE:BMY)

Connectus Wealth LLC decreased its position in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 55.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 34,196 shares of the biopharmaceutical company’s stock after selling 43,408 shares during the period. Connectus Wealth […]
New York United States Giovanni Caforio Ann Powell Bristol Myers Squibb Securities Exchange Commission
Source: wkrb13.com

TrinityPoint Wealth LLC Has $248,000 Position in Graniteshares Gold Trust (NYSEARCA:BAR)

TrinityPoint Wealth LLC lowered its stake in shares of Graniteshares Gold Trust (NYSEARCA:BAR – Get Rating) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,758 shares of the company’s stock after selling 717 shares during the period. TrinityPoint Wealth LLC’s holdings […]
United Kingdom City Of News Ratings For Graniteshares Gold Trust Daily Ronald Blue Trust Inc Trinitypoint Wealth Graniteshares Gold Trust Stock Performance

TrinityPoint Wealth LLC Trims Stake in AGCO Co. (NYSE:AGCO)

TrinityPoint Wealth LLC lowered its holdings in AGCO Co. (NYSE:AGCO – Get Rating) by 22.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,694 shares of the industrial products company’s stock after selling 487 shares during the quarter. TrinityPoint Wealth LLC’s holdings in AGCO […]
New Zealand United States Asia Pacific Africa Stifel Nicolaus Torsten Rudolf Willi Dehner Trinitypoint Wealth

TrinityPoint Wealth LLC Invests $204,000 in Aflac Incorporated (NYSE:AFL)

TrinityPoint Wealth LLC acquired a new position in shares of Aflac Incorporated (NYSE:AFL – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,830 shares of the financial services provider’s stock, valued at approximately $204,000. Several other hedge funds also […]
Josephl Moskowitz Masatoshi Koide Raymond James Envestnet Asset Management Inc Wells Fargo Company Great West Life Assurance Co

Toronto Dominion Bank Raises Position in KLA Co. (NASDAQ:KLAC)

TrinityPoint Wealth LLC bought a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,087 shares of the company’s stock, valued at approximately $203,000. A number of other large investors have also added […]
Minichmacgregor Wealth Management Oak Harbor Wealth Partners Worth Asset Management Charles Schwab Trinitypoint Wealth Mascoma Wealth Management

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State Board of Administration of Florida Retirement System Has $96.41 Million Stake in Stryker Co. (NYSE:SYK)

State Board of Administration of Florida Retirement System trimmed its holdings in Stryker Co. (NYSE:SYK – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 394,340 shares of the medical technology company’s stock after selling […]
United States Viju Menon Rondae Stryker Phraction Management Stryker Corp Stryker Company Profile

TrinityPoint Wealth LLC Invests $138,000 in bluebird bio, Inc. (NASDAQ:BLUE)

TrinityPoint Wealth LLC acquired a new position in bluebird bio, Inc. (NASDAQ:BLUE – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 20,000 shares of the biotechnology company’s stock, valued at approximately $138,000. A number of other hedge funds and […]
William Blair Philippe Leboulch Life Insurance Co Daiwa Securities Group Inc Royal Bank Trinitypoint Wealth

TrinityPoint Wealth LLC Makes New $71,000 Investment in Open Lending Co. (NASDAQ:LPRO)

TrinityPoint Wealth LLC bought a new position in Open Lending Co. (NASDAQ:LPRO – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 10,468 shares of the company’s stock, valued at approximately $71,000. Other institutional investors have also added to or reduced their stakes in […]
United States Morgan Stanley Needham Company Canaccord Genuity Group Lending Corp Raymond James Trust

Arizona State Retirement System Reduces Stake in General Dynamics Co. (NYSE:GD)

Arizona State Retirement System decreased its stake in shares of General Dynamics Co. (NYSE:GD – Get Rating) by 1.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 63,516 shares of the aerospace company’s stock after selling 648 shares during the period. Arizona State Retirement System’s holdings […]
United States Capital Advisors Ltd Cassaday Co Wealth Management Royal Bank Bedel Financial Consulting Inc Dynamics Corp

Lincoln National Corp Boosts Holdings in NIKE, Inc. (NYSE:NKE)

Lincoln National Corp lifted its stake in NIKE, Inc. (NYSE:NKE – Get Rating) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,737 shares of the footwear maker’s stock after purchasing an additional 1,000 shares during the period. Lincoln […]
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