Page 5 - Trinitypoint Wealth News Today

Thoroughbred Financial Services LLC lessened its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,058 shares of the company’s stock after selling 106 shares during the period. Thoroughbred […]

Coldstream Capital Management Inc. boosted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 13,131 shares of the company’s stock after buying an additional 191 shares during the period. Coldstream Capital Management Inc.’s holdings […]

Associated Banc Corp decreased its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 2.9% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,031 shares of the exchange traded fund’s stock after selling 301 shares during the period. Associated Banc Corp’s holdings in […]

Sachetta LLC acquired a new stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,043 shares of the exchange traded fund’s stock, valued at approximately $1,037,000. Several […]

Kentucky Retirement Systems Insurance Trust Fund raised its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 2.8% during the fourth quarter, HoldingsChannel reports. The fund owned 15,674 shares of the oil and gas company’s stock after acquiring an additional 426 shares during the quarter. Kentucky Retirement Systems Insurance Trust Fund’s holdings in […]

Manchester Capital Management LLC raised its position in shares of RTX Co. (NYSE:RTX – Free Report) by 3.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,217 shares of the company’s stock after buying an additional 183 shares during the quarter. Manchester Capital […]

Sheaff Brock Investment Advisors LLC lessened its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,468 shares of the healthcare product maker’s stock after selling 543 shares during the period. Sheaff Brock Investment Advisors LLC’s […]

Sheaff Brock Investment Advisors LLC cut its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,343 shares of the semiconductor manufacturer’s stock after selling 222 shares during the period. Sheaff […]

Manchester Capital Management LLC lessened its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 29.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 4,571 shares of the oil and gas company’s stock after selling 1,863 shares during the period. Manchester Capital Management LLC’s holdings […]

Prestige Wealth Management Group LLC cut its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 7.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,905 shares of the company’s stock after selling 332 shares during the quarter. Prestige Wealth Management Group LLC’s […]