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Sage Mountain Advisors LLC Grows Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sage Mountain Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,993 shares of the company’s stock after acquiring an additional 389 shares during the period. Sage Mountain Advisors […]

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Kraft Davis & Associates LLC Cuts Holdings in First Trust Lunt U.S. Factor Rotation ETF (BATS:FCTR)

Kraft Davis & Associates LLC decreased its position in First Trust Lunt U.S. Factor Rotation ETF (BATS:FCTR – Free Report) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,032 shares of the company’s stock after selling 1,466 shares during the period. Kraft […]

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Mariner LLC Increases Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Mariner LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 16.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 165,661 shares of the company’s stock after buying an additional 23,445 shares […]

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Apple Inc. (NASDAQ:AAPL) Shares Sold by David J Yvars Group

David J Yvars Group lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 30,810 shares of the iPhone maker’s stock after selling 723 shares during the period. Apple comprises approximately 4.4% of David […]

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Key Bridge Compliance LLC Takes $3.80 Million Position in Amazon.com, Inc. (NASDAQ:AMZN)

Key Bridge Compliance LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 29,926 shares of the e-commerce giant’s stock, valued at approximately $3,804,000. Amazon.com accounts for about 1.2% of Key Bridge Compliance LLC’s […]

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53,177 Shares in Chevron Co. (NYSE:CVX) Acquired by Key Bridge Compliance LLC

53,177 Shares in Chevron Co. (NYSE:CVX) Acquired by Key Bridge Compliance LLC
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Key Bridge Compliance LLC Invests $1.20 Million in The Procter & Gamble Company (NYSE:PG)

Key Bridge Compliance LLC Invests $1.20 Million in The Procter & Gamble Company (NYSE:PG)
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Key Bridge Compliance LLC Acquires Shares of 5,021 Cisco Systems, Inc. (NASDAQ:CSCO)

Key Bridge Compliance LLC Acquires Shares of 5,021 Cisco Systems, Inc. (NASDAQ:CSCO)
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Key Bridge Compliance LLC Takes $8.53 Million Position in UnitedHealth Group Incorporated (NYSE:UNH)

Key Bridge Compliance LLC Takes $8.53 Million Position in UnitedHealth Group Incorporated (NYSE:UNH)
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388 Shares in Costco Wholesale Co. (NASDAQ:COST) Purchased by Key Bridge Compliance LLC

Key Bridge Compliance LLC acquired a new position in Costco Wholesale Co. (NASDAQ:COST – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 388 shares of the retailer’s stock, valued at approximately $219,000. Other institutional investors and hedge funds have also made changes to their positions […]

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