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Kovitz Adds $3.5B in AUM, Creative Planning Picks Up $1.8B Firm - Vimarsana News

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.

Equifax Inc. (NYSE:EFX) Stock Holdings Lifted by Caprock Group LLC - Vimarsana News

Equifax Inc. (NYSE:EFX) Stock Holdings Lifted by Caprock Group LLC

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) Sees Significant Growth in Short Interest - Vimarsana News

Willamette Valley Vineyards, Inc. (NASDAQ:WVVI) Sees Significant Growth in Short Interest

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 Cuts Position in ARK Next Generation Internation ETF (NYSEARCA:ARKW) - Vimarsana News

Strong Tower Advisory Services Cuts Position in ARK Next Generation Internation ETF (NYSEARCA:ARKW)

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. Takes $797,000 Position in iShares Morningstar Value ETF (NYSEARCA:ILCV) - Vimarsana News

Saxon Interests Inc. Takes $797,000 Position in iShares Morningstar Value ETF (NYSEARCA:ILCV)

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 […]

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