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CreativeOne Wealth LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,646 shares of the medical equipment provider’s stock after buying an additional 75 shares during the quarter. CreativeOne Wealth LLC’s holdings in Intuitive Surgical were worth $555,000 at […]
Tidemark LLC acquired a new stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 820 shares of the company’s stock, valued at approximately $85,000. Several other institutional investors have also modified their holdings […]
BlackDiamond Wealth Management LLC reduced its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 1.1% during the 4th quarter, HoldingsChannel reports. The firm owned 49,318 shares of the company’s stock after selling 547 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.9% of BlackDiamond Wealth Management LLC’s […]
Blue Bell Private Wealth Management LLC bought a new stake in shares of Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,948 shares of the company’s stock, valued at approximately $64,000. Other institutional […]
Quadrant Capital Group LLC lessened its holdings in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 44.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,928 shares of the utilities provider’s stock after selling 1,573 shares during the […]