Page 38 - Yield Group News Today

Kercheville Advisors LLC bought a new position in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,050 shares of the real estate investment trust’s stock, valued at approximately $328,000. […]

Braun Stacey Associates Inc. grew its stake in Citigroup Inc. (NYSE:C – Get Rating) by 2.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 364,048 shares of the company’s stock after acquiring an additional 7,865 shares during the period. Braun Stacey Associates Inc.’s holdings in Citigroup were worth $21,985,000 as of its most […]

FLC Capital Advisors bought a new position in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) in the fourth quarter, HoldingsChannel reports. The fund bought 3,185 shares of the company’s stock, valued at approximately $211,000. Other large investors have also modified their holdings of the company. MCF Advisors LLC grew its stake in shares of Mondelez […]

Parallel Advisors LLC lifted its holdings in Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Get Rating) by 43.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,001 shares of the medical equipment provider’s stock after acquiring an additional 302 shares during the period. Parallel Advisors LLC’s holdings […]

PRW Wealth Management LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 367 shares of the semiconductor manufacturer’s stock, valued at approximately $244,000. Other institutional investors also recently […]

CVA Family Office LLC lifted its holdings in FactSet Research Systems Inc. (NYSE:FDS – Get Rating) by 347.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 103 shares of the business services provider’s stock after buying an additional 80 shares during the period. […]

Hohimer Wealth Management LLC bought a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,701 shares of the company’s stock, valued at approximately $388,000. […]

Clean Yield Group reduced its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 10.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 820 shares of the exchange traded fund’s stock after selling 100 shares during the quarter. Clean Yield Group’s holdings in Invesco QQQ Trust were worth $326,000 at the end […]

Clean Yield Group lowered its holdings in shares of ConocoPhillips (NYSE:COP – Get Rating) by 14.3% during the 4th quarter, HoldingsChannel reports. The fund owned 975 shares of the energy producer’s stock after selling 163 shares during the period. Clean Yield Group’s holdings in ConocoPhillips were worth $70,000 as of its most recent SEC filing. […]

Clean Yield Group lifted its stake in Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,156 shares of the semiconductor company’s stock after acquiring an additional 115 shares during the quarter. Clean Yield Group’s holdings […]