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Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its stake in WEX Inc. (NYSE:WEX – Free Report) by 2.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 866,363 shares of the business services provider’s stock after purchasing an additional 22,865 shares […]
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Calamos Wealth Management LLC trimmed its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 29.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,004 shares of the exchange traded fund’s stock after selling 1,677 shares […]
Carmel Capital Partners LLC raised its holdings in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 12.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,077 shares of the company’s stock after buying an additional 448 shares […]