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West Family Investments Inc. decreased its position in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 59.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,791 shares of the company’s stock after selling 5,519 shares during the period. West Family Investments […]
FFT Wealth Management LLC trimmed its position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 26.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,700 shares of the software maker’s stock after selling 1,350 shares during the quarter. FFT Wealth Management […]
Global Wealth Management Investment Advisory Inc. lifted its holdings in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 5.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,727 shares of the software maker’s stock after buying an additional […]
Brooktree Capital Management lessened its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 6.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 158,073 shares of the financial services provider’s stock after selling 11,791 shares during the quarter. […]
Lyell Wealth Management LP boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 86,483 shares of the financial services provider’s stock after purchasing an additional 880 shares during […]