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Western Wealth Management LLC trimmed its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 13.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 32,337 shares of the company’s stock after selling 5,045 shares during the quarter. Western […]
Dock Street Asset Management Inc. purchased a new stake in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 315 shares of the semiconductor company’s stock, valued at approximately $247,000. A number of other hedge […]
Oliver Lagore Vanvalin Investment Group cut its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 17.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 31,746 shares of the company’s stock after selling 6,900 shares during the […]
Live Oak Private Wealth LLC lifted its holdings in Markel Group Inc. (NYSE:MKL – Free Report) by 3.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 6,219 shares of the insurance provider’s stock after buying an additional 211 shares during the period. Markel Group comprises approximately 1.7% of Live Oak Private Wealth LLC’s holdings, […]
Tobam lowered its holdings in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 50.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43 shares of the insurance provider’s stock after selling 44 shares during the period. Tobam’s holdings […]