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Oregon Public Employees Retirement Fund Cuts Holdings in AT&T Inc. (NYSE:T)

Oregon Public Employees Retirement Fund decreased its stake in shares of AT&T Inc. (NYSE:T – Get Rating) by 2.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,044,834 shares of the technology company’s stock after selling 86,441 shares during the […]
United States T Moffett Nathanson Nelson Van Denburg Campbell Wealth Management Group T Inc Wealth Network Inc Credit Suisse Group
Source: wkrb13.com

Symphony Financial Ltd. Co. Acquires 28,895 Shares of AT&T Inc. (NYSE:T)

Symphony Financial Ltd. Co. boosted its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 95.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 59,288 shares of the technology company’s stock after purchasing an additional 28,895 shares during […]
United States Raymond James Morgan Stanley Nelson Van Denburg Campbell Wealth Management Group T Company Profile Symphony Financial Ltd

Northstar Group Inc. Decreases Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Northstar Group Inc. cut its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,787 shares of the company’s stock after selling 3,137 shares during the period. Northstar Group Inc.’s holdings in […]
Northstar Group Inc Hanlon Investment Management Inc Wealth Network Inc First Merchants Corp Cyndeo Wealth Partners Northstar Group
Source: wkrb13.com

UnitedHealth Group (NYSE:UNH) Upgraded by Raymond James to Strong-Buy

UnitedHealth Group (NYSE:UNH – Get Rating) was upgraded by equities research analysts at Raymond James from an “outperform” rating to a “strong-buy” rating in a research report issued on Wednesday, The Fly reports. A number of other research firms also recently commented on UNH. UBS Group dropped their price objective on UnitedHealth Group from $590.00 […]
Raymond James News Ratings For Unitedhealth Group Daily Smith Salley Associates Unitedhealth Group Trading Down Institutional Trading Of Unitedhealth Group Deutsche Bank Aktiengesellschaft

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Nikulski Financial Inc. Has $386,000 Stock Position in NVIDIA Co. (NASDAQ:NVDA)

Nikulski Financial Inc. increased its position in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 9.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,640 shares of the computer hardware maker’s stock after purchasing an additional 223 shares during the quarter. […]
Markl Perry Marka Stevens Jpmorgan Chase Co Aj Wealth Strategies Securities Exchange Commission Wallington Asset Management

Cyndeo Wealth Partners LLC Makes New $1.61 Million Investment in Alerian MLP ETF (NYSEARCA:AMLP)

Cyndeo Wealth Partners LLC bought a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 42,343 shares of the exchange traded fund’s stock, valued at approximately $1,612,000. Several other institutional […]
United States Master Limited Partnership Cyndeo Wealth Partners Wealth Network Inc Seacrest Wealth Management Exchange Commission
Source: wkrb13.com

Invesco Preferred ETF (NYSEARCA:PGX) Holdings Boosted by Charles Schwab Trust Co

Charles Schwab Trust Co boosted its position in shares of Invesco Preferred ETF (NYSEARCA:PGX – Get Rating) by 108.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 337,553 shares of the company’s stock after purchasing an additional 175,797 shares during the period. Charles […]
Bofa Merrill Lynch Bard Financial Services Inc Daymark Wealth Partners Powershares Preferred Portfolio Fund Company Profile Sandbox Financial Partners
Source: wkrb13.com

Cyndeo Wealth Partners LLC Makes New $2.36 Million Investment in Costco Wholesale Co. (NASDAQ:COST)

Cyndeo Wealth Partners LLC bought a new position in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,166 shares of the retailer’s stock, valued at approximately $2,358,000. A number of other hedge funds also […]
United States Jeffreyh Brotman Russelld Miller Stifel Nicolaus Jamesd Sinegal Jamesc Klauer

First Merchants Corp Purchases 7,200 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

First Merchants Corp increased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) by 84.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,700 shares of the company’s stock after purchasing an additional 7,200 shares during the quarter. […]
Exchange Commission Wealth Network Inc Hanlon Investment Management Inc Eagle Rock Investment Company Cyndeo Wealth Partners First Merchants Corp

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