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Oxford Financial Group Ltd. Increases Stake in Johnson & Johnson (NYSE:JNJ)

First Trust Developed Markets ex-US AlphaDEX Fund (NASDAQ:FDT – Get Rating) was the recipient of a large drop in short interest during the month of May. As of May 31st, there was short interest totalling 5,400 shares, a drop of 48.6% from the May 15th total of 10,500 shares. Based on an average daily volume […]
Us Alphadex Fund Increases Dividend Wealth Management Inc Us Alphadex Fund Daily First Trust Developed Markets Alphadex Fund Us Alphadex Fund Company Profile Us Alphadex Fund

Pathstone Family Office LLC Acquires 696 Shares of Booking Holdings Inc. (NASDAQ:BKNG)

Pathstone Family Office LLC lifted its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) by 50.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,072 shares of the business services provider’s stock after acquiring an additional 696 shares during […]
United States Davidi Goulden Radakovich Lynn Vojvodich Lipe Dalton Priceline Group Inc Exchange Commission

Johnson Financial Group Inc. Has $233,000 Position in iShares GNMA Bond ETF (NASDAQ:GNMA)

Johnson Financial Group Inc. lifted its position in shares of iShares GNMA Bond ETF (NASDAQ:GNMA – Get Rating) by 74.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 5,346 shares of the company’s stock after purchasing an additional 2,274 shares during the quarter. Johnson Financial Group Inc.’s holdings in iShares GNMA Bond […]
Government National Mortgage Association Wealthsource Partners T Bank Corp Holdings Channel Hightower Advisors Johnson Financial Group Inc

CFS Investment Advisory Services LLC Decreases Stock Position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

CFS Investment Advisory Services LLC lowered its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 80.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,543 shares of the company’s stock after selling 75,453 shares during […]
Cfs Investment Advisory Services Financial Planning Management Thrivent Financial For Lutherans Gladstone Institutional Advisory Wealthsource Partners Investment Advisory Services

Ruane Cunniff & Goldfarb L.P. Has $76,000 Stake in Angi Inc. (NASDAQ:ANGI)

S&T Bank PA increased its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 905 shares of the business services provider’s stock after purchasing an additional 10 shares during […]
United States Lipe Dalton Glennd Fogel Davidi Goulden Mutual Advisors Exchange Commission

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iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) Shares Gap Down to $73.32

IShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating)’s stock price gapped down before the market opened on Wednesday . The stock had previously closed at $73.32, but opened at $71.67. iShares ESG Aware MSCI EAFE ETF shares last traded at $71.74, with a volume of 21,882 shares. iShares ESG Aware MSCI EAFE ETF […]
Sand Hill Global Advisors T Bank Corp Pine Haven Investment Counsel Inc Walkner Condon Financial Advisors Company Profile Wealthsource Partners
Source: wkrb13.com

Wealth Alliance Increases Stock Position in Booking Holdings Inc. (NASDAQ:BKNG)

Wealth Alliance raised its position in shares of Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 182 shares of the business services provider’s stock after buying an additional 11 shares during the quarter. […]
Davidi Goulden Radakovich Lynn Vojvodich Lipe Dalton Belpointe Asset Management Securities Exchange Commission Deutsche Bank Aktiengesellschaft

Wealth Alliance Has $2.64 Million Stock Holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Wealth Alliance lessened its stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Get Rating) by 5.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 113,971 shares of the company’s stock after selling 7,016 shares during the quarter. Wealth Alliance’s holdings in iShares MSCI Intl Value Factor ETF were worth […]
United States Mercer Global Advisors Inc Jpmorgan Chase Co Wealth Alliance America Corp Wealthsource Partners
Source: wkrb13.com

Blue Edge Capital LLC Reduces Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Blue Edge Capital LLC trimmed its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 4.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,038 shares of the company’s stock after selling 1,332 shares during the quarter. Blue […]
Company Profile Walkner Condon Financial Advisors Securities Exchange Commission Blue Edge Capital T Bank Corp Wealthsource Partners
Source: wkrb13.com

SVB Wealth LLC Invests $144,000 in San Juan Basin Royalty Trust (NYSE:SJT)

SVB Wealth LLC purchased a new position in shares of San Juan Basin Royalty Trust (NYSE:SJT – Get Rating) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 12,647 shares of the oil and gas producer’s stock, valued at approximately $144,000. Other hedge funds have also bought and sold shares of the company. […]
United States San Juan Basin Royalty Trust Cuts Dividend Holdings Channel Mcdaniel Terry Co Quadrature Capital Ltd San Juan Basin Royalty Trust

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