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February 23, 2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 6.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,414 shares of the company’s stock […]
February 21, 2024
True Wealth Design LLC increased its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 13.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,516,917 shares of the company’s stock after purchasing an additional 178,995 shares during the […]
February 21, 2024
True Wealth Design LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 13.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,516,917 shares of the company’s stock after acquiring an additional 178,995 shares during the […]
February 20, 2024
Regal Investment Advisors LLC trimmed its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,147 shares of the company’s stock after selling 1,269 shares during the period. […]
February 20, 2024
The Association of Investment Companies (AIC) report shows that institutions own 50% of investment company shares by value, or GBP89 billion of the holdings that were analyzed.
February 20, 2024
Glenview Trust co increased its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 23.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,133 shares of the company’s stock after buying an additional 1,341 shares during the period. Glenview Trust […]
February 20, 2024
Regal Investment Advisors LLC cut its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,147 shares of the company’s stock after selling 1,269 shares during the period. […]
February 20, 2024
Rodgers Brothers Inc. lowered its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,275 shares of the software company’s stock after selling 100 shares during the period. Rodgers Brothers Inc.’s holdings in Adobe were […]
February 19, 2024
University of Texas Texas AM Investment Managment Co. increased its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 18,685.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,315 shares of the computer hardware maker’s stock after acquiring an additional […]
February 19, 2024
Valley Wealth Managers Inc. raised its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 1,090 shares of the computer hardware maker’s stock after purchasing an additional 23 shares during the period. Valley Wealth Managers Inc.’s […]