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June 15, 2024
Taylor Financial Group Inc. acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 22,999 shares of the enterprise software provider’s stock, valued at approximately $2,425,000. Oracle accounts for 2.0% of Taylor Financial Group Inc.’s investment […]
June 13, 2024
Fullerton Fund Management Co Ltd. lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 13,923 shares of the healthcare conglomerate’s stock after acquiring an additional 2,959 shares during the period. Fullerton Fund Management Co Ltd.’s holdings in UnitedHealth […]
June 13, 2024
Fullerton Fund Management Co Ltd. trimmed its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 54.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 30,804 shares of the energy producer’s stock after selling 36,797 shares during the period. Fullerton Fund Management […]
June 13, 2024
Freedom Investment Management Inc. increased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 18.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 131,825 shares of the exchange traded fund’s stock after acquiring an additional […]
June 13, 2024
Forefront Analytics LLC cut its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 56.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,068 shares of the exchange traded fund’s stock after selling 36,990 shares during the quarter. Vanguard Real […]
June 13, 2024
Forefront Analytics LLC cut its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 56.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,068 shares of the exchange traded fund’s stock after selling 36,990 shares during the quarter. Vanguard Real […]
June 12, 2024
Continuum Advisory LLC lessened its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 92,918 shares of the company’s stock after selling 3,266 shares during the quarter. Vanguard Short-Term Bond […]
June 11, 2024
Mmbg Investment Advisors CO. lowered its stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 24.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,090 shares of the company’s stock after selling 3,900 shares during the period. Mmbg […]
June 11, 2024
Redwood Investment Management LLC raised its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.5% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 70,038 shares of the company’s stock after purchasing an additional 1,064 shares during the quarter. Vanguard Mid-Cap Growth ETF comprises about 1.4% of Redwood […]
June 10, 2024
Allen Wealth Management LLC bought a new stake in Public Storage (NYSE:PSA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,892 shares of the real estate investment trust’s stock, valued at approximately $1,492,000. Public Storage […]