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August 9, 2023
YHB Investment Advisors Inc. lessened its stake in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 4.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,868 shares of the company’s stock after selling 647 […]
August 9, 2023
Live Oak Private Wealth LLC boosted its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 2.1% in the first quarter, Holdings Channel reports. The firm owned 205,164 shares of the financial services provider’s stock after purchasing an additional 4,288 shares during the quarter. Wells Fargo & Company comprises about 1.6% of Live Oak […]
August 8, 2023
Smart Money Group LLC lessened its stake in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 11.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 188,912 shares of the company’s stock after selling 23,645 shares during the period. SPDR […]
August 8, 2023
WealthPlan Investment Management LLC reduced its stake in Wells Fargo & Company (NYSE:WFC) by 64.1% during the first quarter, HoldingsChannel reports. The firm owned 12,846 shares of the financial services provider’s stock after selling 22,921 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Wells Fargo & Company were worth $480,000 at the end […]
August 8, 2023
Wrapmanager Inc. boosted its stake in Wells Fargo & Company (NYSE:WFC) by 6.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,898 shares of the financial services provider’s stock after buying an additional 1,690 shares during the quarter. Wrapmanager Inc.’s holdings in […]
August 8, 2023
Beaumont Financial Advisors LLC decreased its stake in shares of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 2.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,494 shares of the company’s stock after selling 2,697 shares […]
August 5, 2023
Emerson Electric (NYSE:EMR – Free Report) had its target price upped by Mizuho from $90.00 to $95.00 in a research note released on Thursday, Marketbeat.com reports. Mizuho currently has a neutral rating on the industrial products company’s stock. Other research analysts also recently issued reports about the company. HSBC upgraded Emerson Electric from a hold […]
August 5, 2023
ProVise Management Group LLC boosted its position in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 5.3% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 199,929 shares of the company’s stock after acquiring an additional 10,092 shares during the period. ProVise Management Group LLC’s […]
August 5, 2023
ProVise Management Group LLC boosted its holdings in Wells Fargo & Company (NYSE:WFC) by 9.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 292,220 shares of the financial services provider’s stock after acquiring an additional 25,253 shares during the period. Wells […]
August 3, 2023
Robeco Institutional Asset Management B.V. lifted its position in American Water Works Company, Inc. (NYSE:AWK – Free Report) by 23.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 39,212 shares of the utilities provider’s stock after purchasing an additional 7,453 shares during […]