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Wealthsource Partners LLC Purchases 15 Shares of MercadoLibre, Inc. (NASDAQ:MELI)

Wealthsource Partners LLC increased its stake in MercadoLibre, Inc. (NASDAQ:MELI – Get Rating) by 8.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 197 shares of the company’s stock after purchasing an additional 15 shares during the period. Wealthsource Partners LLC’s holdings in MercadoLibre were […]
Thomson Reuter Stifel Nicolaus Credit Suisse Group Mercadolibre Inc Baillie Gifford Co Wealthsource Partners

Valero Energy Co. (NYSE:VLO) Stock Position Raised by HM Payson & Co.

HM Payson & Co. raised its position in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 9.4% in the third quarter, Holdings Channel reports. The firm owned 3,687 shares of the oil and gas company’s stock after buying an additional 317 shares during the period. HM Payson & Co.’s holdings in Valero Energy […]
Thomson Reuter Raymond James Piper Sandler Morgan Stanley Valero Energy Co Valero Energy Corp

Wealthsource Partners LLC Has $513,000 Position in The TJX Companies, Inc. (NYSE:TJX)

Wealthsource Partners LLC raised its position in The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 8.7% in the third quarter, HoldingsChannel.com reports. The fund owned 7,773 shares of the apparel and home fashions retailer’s stock after purchasing an additional 620 shares during the quarter. Wealthsource Partners LLC’s holdings in TJX Companies were worth $513,000 […]
Thomson Reuter Ernie Herrman Robertw Baird Companies Profile Get Rating Advisornet Financial Inc Securities Exchange Commission

Wealthsource Partners LLC Makes New $470,000 Investment in Valero Energy Co. (NYSE:VLO)

Wealthsource Partners LLC bought a new position in shares of Valero Energy Co. (NYSE:VLO – Get Rating) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 6,666 shares of the oil and gas company’s stock, valued at approximately $470,000. A number […]
United States Raymond James Piper Sandler Morgan Stanley Valero Energy Co Valero Energy Corp

Wealthsource Partners LLC Invests $450,000 in Paychex, Inc. (NASDAQ:PAYX)

Wealthsource Partners LLC acquired a new position in shares of Paychex, Inc. (NASDAQ:PAYX – Get Rating) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 4,004 shares of the business services provider’s stock, valued at approximately $450,000. Several other institutional investors and hedge funds also recently […]
United States Thomson Reuter Stifel Nicolaus Martin Mucci Stephaniel Schaeffer Studio Investment Management

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Wealthsource Partners LLC Makes New Investment in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Wealthsource Partners LLC acquired a new position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 4,867 shares of the company’s stock, valued at approximately $399,000. Other large investors have also added to or reduced their stakes in the company. Jacobi Capital Management […]
United States Strategic Asset Management Sage Mountain Advisors Company Profile Get Rating Wealthsource Partners Jacobi Capital Management

Wealthsource Partners LLC Acquires New Stake in Atlassian Co. Plc (NASDAQ:TEAM)

Wealthsource Partners LLC acquired a new stake in shares of Atlassian Co. Plc (NASDAQ:TEAM – Get Rating) in the third quarter, HoldingsChannel reports. The firm acquired 1,404 shares of the technology company’s stock, valued at approximately $550,000. A number of other institutional investors and hedge funds have also bought and sold shares of the stock. […]
William Blair Colony Group Patria Investments Atlassian Company Profile Get Rating Atlassian Corp Wealthsource Partners

Wealthsource Partners LLC Sells 8,282 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealthsource Partners LLC lessened its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Get Rating) by 56.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,371 shares of the company’s stock after selling 8,282 shares during the period. Wealthsource […]
United States Morgan Stanley First Republic Investment Management Inc Raymond James Financial Services Advisors Inc Securities Exchange Commission Index Fund

Wealthsource Partners LLC Decreases Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Wealthsource Partners LLC reduced its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 18.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,169 shares of the company’s stock after selling 930 shares during the quarter. Wealthsource […]
United States Signature Securities Group Corporation Securities Exchange Commission Koshinski Asset Management Inc Enterprise Trust Investment Co Marshall Wace

Liontrust Investment Partners LLP Makes New Investment in Texas Instruments Incorporated (NASDAQ:TXN)

Liontrust Investment Partners LLP purchased a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) during the third quarter, HoldingsChannel reports. The institutional investor purchased 3,326 shares of the semiconductor company’s stock, valued at approximately $639,000. Several other institutional investors have also modified their holdings of TXN. Wealthsource Partners LLC raised its […]
United States Richardk Templeton Raymond James Marka Blinn Studio Investment Management Zacks Investment Research

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