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Choreo LLC Has $2.02 Million Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Choreo LLC Has $2.02 Million Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)
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Envestnet-asset-management-inc , Comerica-bank , Mercer-global-advisors-inc , Catalyst-capital-advisors , Apella-capital , Exchange-commission , Free-report , Global-advisors , Asset-management , Capital-advisors , Visit-holdingschannel

The Southern Company (NYSE:SO) Holdings Cut by Islay Capital Management LLC

Islay Capital Management LLC cut its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 65.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 6,666 shares of the utilities provider’s stock after selling 12,588 shares during the period. Islay Capital Management LLC’s holdings in Southern were worth $467,000 as of […]

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McAdam LLC Acquires 22,856 Shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX)

McAdam LLC increased its holdings in shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX – Free Report) by 39.2% during the 4th quarter, HoldingsChannel reports. The firm owned 81,103 shares of the company’s stock after purchasing an additional 22,856 shares during the period. McAdam LLC’s holdings in SPDR S&P International Small Cap ETF were […]

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Mitchell Mcleod Pugh & Williams Inc. Has $4.75 Million Holdings in The Southern Company (NYSE:SO)

Mitchell Mcleod Pugh & Williams Inc. decreased its stake in shares of The Southern Company (NYSE:SO – Free Report) by 1.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 67,689 shares of the utilities provider’s stock after selling 1,060 shares during the period. Southern makes up 1.3% of Mitchell Mcleod Pugh & Williams Inc.’s […]

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Citizens Financial Group Inc. RI Sells 1,799 Shares of CVS Health Co. (NYSE:CVS)

Citizens Financial Group Inc. RI Sells 1,799 Shares of CVS Health Co. (NYSE:CVS)
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Sugarloaf , Nova-scotia , Canada , United-states , Leerink-partnrs , Prems-shah , Health-dividend-announcement , Health-stock-down , Cantor-fitzgerald , Health-corporation , Prairie-sky-financial-group , Wealthshield-partners

Valmark Advisers Inc. Cuts Position in The Southern Company (NYSE:SO)

Valmark Advisers Inc. decreased its position in The Southern Company (NYSE:SO – Free Report) by 9.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,309 shares of the utilities provider’s stock after selling 1,189 shares during the period. Valmark Advisers Inc.’s holdings in Southern were worth $793,000 […]

United-states , Virginia , Tennessee , Georgia , Illinois , America , Christopher-cummiskey , Stephene-kuczynski , Barclays , Securities-exchange-commission , Global-retirement-partners , Southern-company

Core Wealth Management Inc. Buys 1,351 Shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Core Wealth Management Inc. Buys 1,351 Shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)
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Core-wealth-management-inc , Holdings-channel , Parcion-private-wealth , Apella-capital , Savant-capital , Austin-wealth-management , Forum-financial-management , Company-profile , Core-wealth-management , Dimensional-emerging-markets-core-equity , Free-report

Citizens Financial Group Inc. RI Raises Stock Holdings in The Southern Company (NYSE:SO)

Citizens Financial Group Inc. RI grew its stake in The Southern Company (NYSE:SO – Free Report) by 62.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,132 shares of the utilities provider’s stock after acquiring an additional 5,817 shares during the […]

United-states , Georgia , Tennessee , Virginia , Illinois , America , Christopher-cummiskey , Stephene-kuczynski , Scotiabank , Global-retirement-partners , Wells-fargo-company , Zullo-investment-group-inc

O Brien Greene & Co. Inc Sells 146 Shares of The Southern Company (NYSE:SO)

O Brien Greene & Co. Inc reduced its stake in shares of The Southern Company (NYSE:SO – Free Report) by 3.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,420 shares of the utilities provider’s stock after selling 146 shares during the quarter. […]

Virginia , United-states , Illinois , Georgia , Canada , Tennessee , Stephene-kuczynski , Christopher-cummiskey , O-brien-greene-co , Brien-greene-co , Zullo-investment-group-inc , Barclays

CVS Health Co. (NYSE:CVS) Position Lessened by Blodgett Wealth Advisors LLC

Blodgett Wealth Advisors LLC cut its position in CVS Health Co. (NYSE:CVS – Free Report) by 39.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,043 shares of the pharmacy operator’s stock after selling 5,152 shares during the quarter. CVS Health […]

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