Page 43 - Wealthsource Partners News Today

Coastal Investment Advisors Inc. boosted its stake in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 15.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,573 shares of the company’s stock after purchasing an additional 616 shares during […]

StockNews.com assumed coverage on shares of Booking (NASDAQ:BKNG – Get Rating) in a research report report published on Thursday morning. The firm issued a buy rating on the business services provider’s stock. A number of other equities research analysts have also recently weighed in on BKNG. Piper Sandler upped their price objective on Booking from […]

Wealthsource Partners LLC increased its holdings in Morgan Stanley (NYSE:MS – Get Rating) by 19.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,826 shares of the financial services provider’s stock after buying an additional 784 shares during the period. Wealthsource Partners LLC’s holdings in Morgan […]

Wealthsource Partners LLC cut its position in JPMorgan Chase & Co. (NYSE:JPM) by 14.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,894 shares of the financial services provider’s stock after selling 4,196 shares during the quarter. Wealthsource Partners LLC’s holdings in JPMorgan Chase […]

Wealthsource Partners LLC trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Get Rating) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,935 shares of the energy exploration company’s stock after selling 178 shares […]

Wealthsource Partners LLC boosted its position in Agilent Technologies, Inc. (NYSE:A – Get Rating) by 15.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 2,129 shares of the medical research company’s stock after buying an additional 277 shares during the quarter. Wealthsource Partners LLC’s holdings in Agilent Technologies were worth $319,000 at the […]

Wealthsource Partners LLC cut its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Get Rating) by 17.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,136 shares of the company’s stock after selling 2,329 shares during the period. Wealthsource Partners […]

Wealthsource Partners LLC reduced its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Get Rating) by 17.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 251 shares of the business services provider’s stock after selling 54 shares during the […]

Wealthsource Partners LLC lowered its position in Discover Financial Services (NYSE:DFS – Get Rating) by 24.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,764 shares of the financial services provider’s stock after selling 1,521 shares during the quarter. Wealthsource Partners LLC’s […]

Clearbridge Investments LLC lessened its position in shares of Northrop Grumman Co. (NYSE:NOC – Get Rating) by 15.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 787,232 shares of the aerospace company’s stock after selling 142,575 shares during the period. Clearbridge Investments LLC […]