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Valeo Financial Advisors LLC Sells 410 Shares of Morgan Stanley (NYSE:MS)

Valeo Financial Advisors LLC trimmed its stake in Morgan Stanley (NYSE:MS – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,778 shares of the financial services provider’s stock after selling 410 shares during the quarter. Valeo […]

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Nisa Investment Advisors LLC Acquires 1,396 Shares of Morgan Stanley (NYSE:MS)

Nisa Investment Advisors LLC boosted its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 479,743 shares of the financial services provider’s stock after buying an additional 1,396 shares during the […]

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Mayflower Financial Advisors LLC Has $3.80 Million Holdings in Morgan Stanley (NYSE:MS)

Mayflower Financial Advisors LLC cut its holdings in Morgan Stanley (NYSE:MS – Free Report) by 4.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,719 shares of the financial services provider’s stock after selling 1,839 shares during the period. Mayflower Financial Advisors LLC’s holdings […]

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Chilton Capital Management LLC Cuts Stock Holdings in Morgan Stanley (NYSE:MS)

Chilton Capital Management LLC trimmed its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 307,708 shares of the financial services provider’s stock after selling 1,953 shares during the period. Morgan Stanley accounts for 1.5% […]

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Platte River Wealth Advisors LLC Sells 3,618 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Platte River Wealth Advisors LLC decreased its position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 11.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 27,542 shares of the company’s stock after selling 3,618 shares during the period. iShares […]

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Extra Space Storage Inc. (NYSE:EXR) Stake Lessened by Platte River Wealth Advisors LLC

Platte River Wealth Advisors LLC lowered its holdings in Extra Space Storage Inc. (NYSE:EXR – Free Report) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,233 shares of the real estate investment trust’s stock after selling 420 shares during […]

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Platte River Wealth Advisors LLC Has $248,000 Stock Holdings in Morgan Stanley (NYSE:MS)

Platte River Wealth Advisors LLC Has $248,000 Stock Holdings in Morgan Stanley (NYSE:MS)
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Platte River Wealth Advisors LLC Sells 5,956 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Platte River Wealth Advisors LLC lessened its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 39.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,079 shares of the exchange traded fund’s stock after selling 5,956 shares during […]

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Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Lifted by Platte River Wealth Advisors LLC

Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Lifted by Platte River Wealth Advisors LLC
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Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Platte River Wealth Advisors LLC

Platte River Wealth Advisors LLC lessened its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 39.6% in the 4th quarter, Holdings Channel reports. The firm owned 9,079 shares of the exchange traded fund’s stock after selling 5,956 shares during the period. Platte River Wealth Advisors LLC’s holdings in Vanguard Real Estate ETF […]

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