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Telemus Capital LLC Purchases 1,885 Shares of McDonald's Co. (NYSE:MCD)

Telemus Capital LLC lifted its position in McDonald’s Co. (NYSE:MCD – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,615 shares of the fast-food giant’s stock after acquiring an additional 1,885 shares during the […]

Canada , United-states , Josephm-erlinger , Mcdonald , Mcdonald-co , Exchange-commission , Exeter-financial , Barclays , Citigroup , Madrona-financial-services , Artemis-investment-management

Cook Wealth Management Group LLC Purchases 3,583 Shares of iShares High Yield Bond Factor ETF (BATS:HYDB)

Cook Wealth Management Group LLC grew its position in iShares High Yield Bond Factor ETF (BATS:HYDB – Free Report) by 44.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,691 shares of the company’s stock after purchasing an additional […]

Commonwealth-equity-services , Armor-investment-advisors , Cook-wealth-management-group , Exchange-commission , Wealth-management , Madrona-financial-services , Shares-high-yield-bond-factor , Free-report , Wealth-management-group , Investment-advisors , Financial-services

Bay Harbor Wealth Management LLC Sells 3,150 Shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV)

Bay Harbor Wealth Management LLC cut its holdings in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 86,001 shares of the company’s stock after selling 3,150 shares during […]

Leeward-financial-partners , Vanguard-bond-index-funds-the-fund , Soltis-investment-advisors , Securities-exchange-commission , Madrona-financial-services , International-assets-investment-management , Bay-harbor-wealth-management , Vanguard-long-term-bond , Free-report , Long-term-bond , Harbor-wealth-management

Baillie Gifford & Co. Decreases Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Baillie Gifford & Co. Decreases Position in Cisco Systems, Inc. (NASDAQ:CSCO)
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Japan , China , Asia-pacific , Piper-sandler , Deborahl-stahlkopf , Cisco-systems-inc , Melius-research , Fortem-financial-group , Turtle-creek-wealth-advisors , Cisco-systems , Securities-exchange-commission , Barclays

Madrona Financial Services LLC Has $18.62 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Madrona Financial Services LLC Has $18.62 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)
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Moneta-group-investment-advisors , Morgan-stanley , Exchange-commission , Madrona-financial-services , Granite-bay-wealth-management , Barclays-plc , International-assets-investment-management , Free-report , Financial-services , Group-investment-advisors , Assets-investment-management

SOL Capital Management CO Grows Stock Position in Bank of America Co. (NYSE:BAC)

SOL Capital Management CO grew its position in Bank of America Co. (NYSE:BAC) by 0.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 130,597 shares of the financial services provider’s stock after acquiring an additional 550 shares during the […]

United-states , America , Barclays , Exchange-commission , Quarter-for-bank , America-co , Morgan-stanley , Madrona-financial-services , Valley-national-advisers-inc , America-corporation , Odeon-capital-group

Madrona Financial Services LLC Acquires 3,089 Shares of Invesco QQQ (NASDAQ:QQQ)

Madrona Financial Services LLC Acquires 3,089 Shares of Invesco QQQ (NASDAQ:QQQ)
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Envestnet-asset-management-inc , Madrona-financial-services , Morgan-stanley , International-assets-investment-management , Barclays-plc , Moneta-group-investment-advisors , Company-profile , Free-report , Financial-services , Group-investment-advisors , Assets-investment-management

MA Private Wealth Increases Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

MA Private Wealth Increases Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
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China , Japan , Richard-scott-herren , Piper-sandler , Asia-pacific , Madrona-financial-services , Exchange-commission , Confluence-wealth-services-inc , Nasdaq , Securities-exchange-commission , Ks-inc , Trifecta-capital-advisors

HBK Sorce Advisory LLC Trims Stake in The Boeing Company (NYSE:BA)

HBK Sorce Advisory LLC Trims Stake in The Boeing Company (NYSE:BA)
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United-states , America , Sanfordc-bernstein , Hbk-sorce-advisory , Boeing , Goldman-sachs-group , Company-profile , Global-services , Madrona-financial-services , Securities-exchange-commission , Morgan-stanley

Miller Howard Investments Inc. NY Buys New Shares in Bank of America Co. (NYSE:BAC)

Miller Howard Investments Inc. NY purchased a new position in Bank of America Co. (NYSE:BAC) in the 4th quarter, Holdings Channel.com reports. The firm purchased 1,136,767 shares of the financial services provider’s stock, valued at approximately $38,275,000. Several other hedge funds have also recently added to or reduced their stakes in the business. Turtle Creek […]

United-states , America , Holdings-channel , Jefferies-financial-group , Quarter-for-bank , Pinnacle-bancorp-inc , Madrona-financial-services , Capital-management , Turtle-creek-wealth-advisors , America-company-profile , Miller-howard-investments-inc