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Lake Street Financial LLC Grows Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Lake Street Financial LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 6.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,154 shares of the healthcare conglomerate’s stock after acquiring an additional 191 shares during the period. Lake Street […]
Raymond James Wealth Advisors Quarter For Unitedhealth Group Unitedhealth Group News Ratings For Unitedhealth Group Daily Unitedhealth Group Inc

12,307 Shares in SPDR Gold Shares (NYSEARCA:GLD) Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 12,307 shares of the exchange traded fund’s stock, valued at approximately $2,088,000. Other institutional investors and hedge funds have also made changes to […]
Stephens Inc Gold Trust The Aj Wealth Strategies Wealth Network Inc Cyndeo Wealth Partners Kowal Investment Group

Independent Wealth Network Inc. Sells 519 Shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)

Independent Wealth Network Inc. cut its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 9.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,745 shares of the company’s stock after selling 519 shares during […]
Cibc World Market Inc Synovus Financial Corp Moors Cabot Inc First Trust Rising Dividend Achievers Company Profile York Mellon Corp

UnitedHealth Group Incorporated (NYSE:UNH) is Nikulski Financial Inc.'s 7th Largest Position

Nikulski Financial Inc. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,433 shares of the healthcare conglomerate’s stock after acquiring an additional 359 shares during […]
Raymond James Beacon Capital Management Unitedhealth Group Incorporated Exchange Commission Wealth Advisors Wealth Network Inc

Ares Capital Co. (NASDAQ:ARCC) Shares Sold by GraniteShares Advisors LLC

GraniteShares Advisors LLC trimmed its holdings in shares of Ares Capital Co. (NASDAQ:ARCC – Get Rating) by 10.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 33,700 shares of the investment management company’s stock after selling 4,071 shares during the quarter. GraniteShares Advisors LLC’s holdings in Ares Capital were worth $622,000 as of […]
Ares Capital Company Profile Ares Capital Co Holdings Channel Shufro Rose Co Jpmorgan Chase Co Graniteshares Advisors
Source: wkrb13.com

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UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Independent Wealth Network Inc.

Independent Wealth Network Inc. trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 9.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 455 shares of the healthcare conglomerate’s stock after selling 47 shares during the quarter. Independent Wealth Network Inc.’s […]
United States Raymond James Jennison Associates Quarter For Unitedhealth Group Great West Life Assurance Co Unitedhealth Group Inc

AT&T Inc. to Post FY2024 Earnings of $2.46 Per Share, KeyCorp Forecasts (NYSE:T)

AT&T Inc. (NYSE:T – Get Rating) – Research analysts at KeyCorp raised their FY2024 earnings estimates for AT&T in a research note issued to investors on Monday, April 3rd. KeyCorp analyst B. Nispel now forecasts that the technology company will post earnings per share of $2.46 for the year, up from their prior forecast of […]
United States Moffett Nathanson T Inc Wealth Network Inc Atlas Brown Inc Nelson Van Denburg Campbell Wealth Management Group

Johnson Midwest Financial LLC Boosts Stock Holdings in Energy Transfer LP (NYSE:ET)

Johnson Midwest Financial LLC grew its position in shares of Energy Transfer LP (NYSE:ET – Get Rating) by 4,393.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,245 shares of the pipeline company’s stock after purchasing an additional 13,928 […]
Raymond James Aj Wealth Strategies Energy Transfer Trading Down Energy Transfer Profile Oil Transportation Morgan Stanley

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