Page 45 - Wealthsource Partners News Today

Wealthsource Partners LLC trimmed its holdings in shares of Simplify Tail Risk Strategy ETF (NYSEARCA:CYA – Get Rating) by 15.9% during the fourth quarter, HoldingsChannel reports. The fund owned 71,652 shares of the company’s stock after selling 13,508 shares during the quarter. Wealthsource Partners LLC’s holdings in Simplify Tail Risk Strategy ETF were worth $838,000 […]

Wealthsource Partners LLC reduced its holdings in Adobe Inc. (NASDAQ:ADBE – Get Rating) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,891 shares of the software company’s stock after selling 59 shares during the period. Wealthsource Partners LLC’s […]

SVB Wealth LLC reduced its stake in The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 204,679 shares of the financial services provider’s stock after selling 2,442 shares during the […]

Aigen Investment Management LP purchased a new position in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 117,498 shares of the apparel and home fashions retailer’s stock, valued at approximately […]

WS Portfolio Advisory LLC acquired a new position in shares of S&P Global Inc. (NYSE:SPGI – Get Rating) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 8,414 shares of the business services provider’s stock, valued at approximately $2,818,000. A number of other large investors also recently bought and sold shares of the company. Financial […]

Wealthsource Partners LLC cut its position in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 4.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,208 shares of the CRM provider’s stock after selling 373 shares during the quarter. Wealthsource Partners LLC’s holdings […]

Parcion Private Wealth LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, Holdings Channel.com reports. The fund purchased 2,324 shares of the social networking company’s stock, valued at approximately $280,000. Several other large investors have also added to or reduced their stakes in the company. […]

Laffer Tengler Investments raised its holdings in The Bank of New York Mellon Co. (NYSE:BK – Get Rating) by 46.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 26,095 shares of the bank’s stock after acquiring an additional 8,223 shares during the […]

Allie Family Office LLC acquired a new stake in Alibaba Group Holding Limited (NYSE:BABA – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 79,400 shares of the specialty retailer’s stock, valued at approximately $916,000. Alibaba Group makes up 0.8% of Allie Family […]

Allie Family Office LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 3,200 shares of the social networking company’s stock, valued at approximately $385,000. Other institutional investors and hedge funds also […]