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Corient Private Wealth LLC Boosts Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Corient Private Wealth LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 428.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,209 shares of the company’s stock after buying an additional 267,733 shares during the […]

Avior-wealth-management , Astoria-portfolio-advisors , Carolinas-wealth-consulting , Exchange-commission , Corient-private-wealth , Nelson-van-denburg-campbell-wealth-management-group , Latitude-advisors , Treasury-bond , Free-report , Private-wealth , Portfolio-advisors

Nomura Asset Management Co. Ltd. Buys 3,210 Shares of CSX Co. (NASDAQ:CSX)

Nomura Asset Management Co. Ltd. lifted its stake in CSX Co. (NASDAQ:CSX – Free Report) by 0.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 578,040 shares of the transportation company’s stock after purchasing an additional 3,210 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in CSX were worth $17,775,000 […]

Canada , Raymond-james , B-root-company , Holdings-channel , Jpmorgan-chase-co , Maj-invest-holding , Royal-bank , Latitude-advisors , Nasdaq , Db-root-company , Nomura-asset-management-co , Fortis-capital-management

Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) Holdings Lowered by Silicon Valley Capital Partners

Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) Holdings Lowered by Silicon Valley Capital Partners
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Santori-peters-inc , Liberty-one-investment-management , Latitude-advisors , Coulter-justus-financial-services , Invesco , Silicon-valley-capital-partners , Free-report , Silicon-valley-capital-partner , Valley-capital-partner , Justus-financial-services , One-investment-management

Certuity LLC Has $17.89 Million Stock Holdings in Chevron Co. (NYSE:CVX)

Certuity LLC boosted its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 106,087 shares of the oil and gas company’s stock after acquiring an additional 1,201 shares during the period. Chevron accounts for 2.1% of […]

United-states , Canada , Raymond-james , Sanfordc-bernstein , Latitude-advisors , Stack-financial-management-inc , Vance-wealth-inc , Chevron-corporation , Royal-bank , Colonial-river-wealth-management , Chevron-co , Jefferies-financial-group

Chevron Co. (NYSE:CVX) Stock Holdings Boosted by Latitude Advisors LLC

Latitude Advisors LLC increased its position in Chevron Co. (NYSE:CVX – Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,559 shares of the oil and gas company’s stock after buying an additional 226 shares during […]

United-states , Zurich , Züsz , Switzerland , Canada , Sanfordc-bernstein , Chevron-co , Moneta-group-investment-advisors , Chevron-corporation , Royal-bank , Imprint-wealth

Nottingham Advisors Inc. Raises Position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Nottingham Advisors Inc. boosted its position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,087 shares of the company’s stock after purchasing an additional 287 shares during the period. […]

Mexico , Canada , Sterling-financial-planning-inc , Corient-private-wealth , Nottingham-advisors-inc , Latitude-advisors , Company-profile , Exchange-commission , Securities-inc , Santacruz-silver-mining-ltd , Nottingham-advisors

ORG Partners LLC Sells 80,865 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

ORG Partners LLC lowered its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 96.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,576 shares of the company’s stock after selling 80,865 shares during the quarter. ORG Partners […]

Australia , Us-bancorp , Sovereign-financial-group-inc , Org-partners , Latitude-advisors , Steelpeak-wealth , Vance-wealth-inc , Value-index-fund , Free-report , Financial-group , Peak-wealth

MGO One Seven LLC Has $1.63 Million Stock Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

MGO One Seven LLC raised its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 8.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 10,237 shares of the semiconductor company’s stock after buying an additional 761 shares during the quarter. MGO One Seven […]

United-states , Texas , Ronald-kirk , Texas-instruments-company-profile , Latitude-advisors , Liberty-one-investment-management , Mgo-one-seven , Cantor-fitzgerald , Colonial-river-wealth-management , Barclays , Securities-exchange-commission , Texas-instruments-incorporated

Column Capital Advisors LLC Has $88,000 Holdings in Lockheed Martin Co. (NYSE:LMT)

Column Capital Advisors LLC Has $88,000 Holdings in Lockheed Martin Co. (NYSE:LMT)
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Lockheed-martin , Db-root-company , Fortis-capital-management , Jpmorgan-chase-co , Martin-corporation , Latitude-advisors , Column-capital-advisors , Mission-systems , Citigroup , Securities-exchange-commission , Morgan-stanley

Pfizer Inc. (NYSE:PFE) Shares Sold by Certuity LLC

Certuity LLC cut its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 25.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 35,409 shares of the biopharmaceutical company’s stock after selling 11,792 shares during the period. Certuity LLC’s holdings in Pfizer were worth $1,175,000 […]

Scott-gottlieb , Barclays , Jefferies-financial-group , Pfizer-inc , Newsquare-capital , Liberty-one-investment-management , Carlp-sherr-co , Jpmorgan-chase-co , Latitude-advisors , Wells-fargo-company , Pfizer , Pfizer-company-profile