Page 42 - Wealthsource Partners News Today

SVB Wealth LLC purchased a new stake in San Juan Basin Royalty Trust (NYSE:SJT – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 12,647 shares of the oil and gas producer’s stock, valued at approximately $144,000. Several other institutional investors have […]

Banco Bilbao Vizcaya Argentaria S.A. boosted its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 490,547 shares of the company’s stock after acquiring an additional 19,491 shares during the […]

Cartica Management LLC trimmed its holdings in Despegar.com, Corp. (NYSE:DESP – Get Rating) by 21.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,486,817 shares of the company’s stock after selling 405,692 shares during the period. Despegar.com comprises about […]

NBT Bank N A NY lifted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 8.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 54,370 shares of the company’s stock after purchasing an additional 4,304 shares during the quarter. NBT Bank […]

Rehmann Capital Advisory Group acquired a new position in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,478 shares of the company’s stock, valued at approximately […]

Tlwm reduced its position in Invesco BulletShares 2023 Corporate Bond ETF (NASDAQ:BSCN – Get Rating) by 12.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 367,539 shares of the company’s stock after selling 52,023 shares during the quarter. Invesco BulletShares 2023 Corporate Bond ETF […]

British American Tobacco p.l.c. (NYSE:BTI – Get Rating)’s stock price reached a new 52-week low on Thursday . The stock traded as low as $32.73 and last traded at $32.74, with a volume of 3686998 shares trading hands. The stock had previously closed at $33.77. Analyst Upgrades and Downgrades A number of equities research analysts […]

First Citizens Asset Management Inc. purchased a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Get Rating) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,237 shares of the exchange traded fund’s stock, valued at approximately $241,000. A number of […]

O Shaughnessy Asset Management LLC cut its stake in shares of The Progressive Co. (NYSE:PGR – Get Rating) by 5.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 44,173 shares of the insurance provider’s stock after selling 2,548 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Progressive were worth $5,730,000 […]

CoreCap Advisors LLC lessened its stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Get Rating) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,736 shares of the company’s stock after selling 2,497 shares during […]