Page 13 - Wealth Effects News Today

Wealth Effects LLC bought a new stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 866 shares of the railroad operator’s stock, valued at approximately $213,000. Several other large investors also recently […]

Wealth Effects LLC purchased a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,490 shares of the company’s stock, valued at approximately $216,000. Other institutional investors have […]

Kanawha Capital Management LLC lifted its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 988 shares of the software company’s stock after acquiring an additional 35 shares during the […]

Wealth Effects LLC bought a new stake in The Toronto-Dominion Bank (NYSE:TD – Free Report) (TSE:TD) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 3,258 shares of the bank’s stock, valued at approximately $211,000. A number of other institutional investors and hedge funds have also made changes […]

Wealth Effects LLC acquired a new position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 470 shares of the Internet television network’s stock, valued at approximately $229,000. Several other hedge funds and other institutional investors […]

Essex LLC bought a new position in The Cigna Group (NYSE:CI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 733 shares of the health services provider’s stock, valued at approximately $219,000. Other large investors have also recently added to or […]

Meitav Investment House Ltd. cut its position in Occidental Petroleum Co. (NYSE:OXY – Free Report) by 45.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,799 shares of the oil and gas producer’s stock after selling 11,646 shares during the quarter. Meitav Investment House […]

Birch Hill Investment Advisors LLC reduced its position in shares of Accenture plc (NYSE:ACN – Free Report) by 3.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 27,845 shares of the information technology services provider’s stock after selling 1,095 shares during the quarter. Birch Hill Investment Advisors […]

Wealth Effects LLC lowered its stake in indie Semiconductor, Inc. (NASDAQ:INDI – Free Report) by 3.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 171,000 shares of the company’s stock after selling 5,300 shares during the period. Wealth Effects LLC’s holdings in indie Semiconductor were worth $1,387,000 as of its most recent […]

Wealth Effects LLC raised its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 80.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,441 shares of the company’s stock after buying an additional 5,999 shares during the […]