Kovitz Adds $3.5B in AUM, Creative Planning Picks Up $1.8B Firm
Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team.
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Focus "hub” firm Kovitz is buying a Focus affiliate in Chicago, while Creative Planning scooped up a Texas team.
Caprock Group LLC boosted its position in shares of Equifax Inc. (NYSE:EFX – Free Report) by 59.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,067 shares of the credit services provider’s stock after purchasing an additional 772 shares during the period. Caprock […]
Willamette Valley Vineyards, Inc. (NASDAQ:WVVI – Get Free Report) was the recipient of a significant increase in short interest during the month of March. As of March 15th, there was short interest totalling 1,600 shares, an increase of 60.0% from the February 29th total of 1,000 shares. Approximately 0.0% of the shares of the stock […]
Strong Tower Advisory Services lowered its position in shares of ARK Next Generation Internation ETF (NYSEARCA:ARKW – Free Report) by 29.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,612 shares of the company’s stock after selling 7,716 shares during the period. Strong Tower […]
Saxon Interests Inc. bought a new stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 11,283 shares of the company’s stock, valued at approximately $797,000. Several other large investors have also recently modified their holdings of the stock. Raymond James Financial Services […]