Page 24 - Wealth Managers News Today

Pin Oak Investment Advisors Inc. lessened its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 12.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,544 shares of the biopharmaceutical company’s stock after selling 4,200 shares during the quarter. Pfizer […]

RMB Capital Management LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 54,896 shares of the healthcare conglomerate’s stock after selling 5,283 shares during the quarter. UnitedHealth […]

True Wealth Design LLC increased its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,594,986 shares of the company’s stock after buying an additional 78,069 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately 13.1% […]

Washington Trust Bank trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.5% during the fourth quarter, HoldingsChannel reports. The fund owned 32,467 shares of the healthcare conglomerate’s stock after selling 1,540 shares during the period. UnitedHealth Group comprises about 1.5% of Washington Trust Bank’s investment portfolio, making the stock […]

Coastwise Capital Group LLC increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,352 shares of the company’s stock after purchasing an additional 513 shares during the period. […]

Creative Planning lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 169,655 shares of the company’s stock after purchasing an additional 7,806 shares during the […]

LM Advisors LLC acquired a new position in Adobe Inc. (NASDAQ:ADBE – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 1,150 shares of the software company’s stock, valued at approximately $686,000. A number of other large investors have also made changes to their positions in ADBE. Jump Financial LLC acquired a […]

LM Advisors LLC bought a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,481 shares of the exchange traded fund’s stock, valued at approximately $857,000. A number of other hedge funds and other […]

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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 […]