Page 37 - Yield Group News Today

Amplius Wealth Advisors LLC bought a new stake in Citigroup Inc. (NYSE:C – Get Rating) during the fourth quarter, Holdings Channel reports. The institutional investor bought 2,989 shares of the company’s stock, valued at approximately $180,000. Other hedge funds and other institutional investors have also recently modified their holdings of the company. Syverson Strege & […]

StockNews.com initiated coverage on shares of Washington Real Estate Investment Trust (NYSE:WRE – Get Rating) in a note issued to investors on Thursday. The firm set a “sell” rating on the real estate investment trust’s stock. Several other research firms also recently commented on WRE. Wells Fargo & Company upped their price objective on shares […]

Fifth Third Securities Inc. boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 24.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,127 shares of the company’s stock after purchasing an additional 1,964 shares during the quarter. Fifth Third […]

Avantax Planning Partners Inc. bought a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 77,901 shares of the company’s stock, valued at approximately $3,925,000. Several […]

Midwest Heritage Bank FSB acquired a new stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 28,652 shares of the company’s stock, valued at approximately $1,444,000. iShares MSCI EAFE Value ETF comprises approximately 1.4% […]

Capital Advisors Inc. OK lifted its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 3.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 541,381 shares of the biopharmaceutical company’s stock after purchasing an additional 20,514 shares during the period. Capital Advisors Inc. […]

Andesa Financial Management Inc. raised its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 3.2% during the fourth quarter, Holdings Channel reports. The firm owned 5,514 shares of the company’s stock after buying an additional 173 shares during the period. Andesa Financial Management Inc.’s holdings in Mondelez International were worth $366,000 […]

Andrew Hill Investment Advisors Inc. purchased a new position in Pfizer Inc. (NYSE:PFE – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 763 shares of the biopharmaceutical company’s stock, valued at approximately $45,000. Other institutional investors also recently bought and sold […]

CVA Family Office LLC decreased its holdings in shares of Citigroup Inc. (NYSE:C – Get Rating) by 49.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 454 shares of the company’s stock after selling 453 shares during the period. CVA Family Office LLC’s holdings in […]

Liontrust Investment Partners LLP lessened its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 4.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 143,394 shares of the company’s stock after selling 7,100 shares during the period. Liontrust Investment Partners […]