Page 20 - Wealthsource Partners News Today

RPg Family Wealth Advisory LLC boosted its position in shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP – Free Report) by 8.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 126,160 shares of the company’s stock after acquiring an […]

Moody’s (NYSE:MCO – Free Report) had its target price boosted by Barclays from $340.00 to $375.00 in a research note released on Wednesday morning, Benzinga reports. The brokerage currently has an equal weight rating on the business services provider’s stock. Several other analysts have also weighed in on MCO. Wells Fargo & Company raised shares […]

Wealthsource Partners LLC reduced its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 93.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 8,506 shares of the company’s stock after selling 113,631 shares during the period. Wealthsource Partners LLC’s holdings in iShares 10-20 […]

Wealthsource Partners LLC purchased a new position in shares of Dril-Quip, Inc. (NYSE:DRQ – Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 21,250 shares of the oil and gas company’s stock, valued at approximately $599,000. Other hedge funds and other institutional investors have also recently […]

Wealthsource Partners LLC lifted its holdings in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 13.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,419 shares of the oil and gas producer’s stock after buying an […]

Wealthsource Partners LLC decreased its holdings in General Electric (NYSE:GE – Free Report) by 3.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,033 shares of the conglomerate’s stock after selling 280 shares during the quarter. Wealthsource Partners LLC’s holdings in […]

Wealthsource Partners LLC boosted its position in iShares Global Healthcare ETF (NYSEARCA:IXJ – Free Report) by 43.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 9,954 shares of the company’s stock after acquiring an additional 3,020 shares during the quarter. Wealthsource Partners LLC’s holdings in iShares Global Healthcare ETF were worth $820,000 as […]

Plan Group Financial LLC lifted its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 390.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,559 shares of the company’s stock after buying an additional 33,883 shares during the […]

Wealthsource Partners LLC raised its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 9.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,247 shares of the financial services provider’s stock after buying an additional 562 shares during […]

Wealthsource Partners LLC bought a new stake in Dril-Quip, Inc. (NYSE:DRQ – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 21,250 shares of the oil and gas company’s stock, valued at approximately $599,000. Wealthsource Partners LLC […]