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Toroso Investments LLC Buys 5,868 Shares of Morgan Stanley (NYSE:MS)

Toroso Investments LLC grew its stake in Morgan Stanley (NYSE:MS – Free Report) by 25.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,699 shares of the financial services provider’s stock after purchasing an additional 5,868 shares during the quarter. Toroso […]

Morgan-stanley , Jamesp-gorman , Raja-akram , Toroso-investments , Jpmorgan-chase-co , Platte-river-wealth-advisors , Corton-capital-inc , Securities-exchange-commission , Free-report , Global-investments , River-wealth-advisors , Corton-capital

Morgan Stanley (NYSE:MS) Holdings Trimmed by Clifford Group LLC

Clifford Group LLC trimmed its stake in Morgan Stanley (NYSE:MS – Free Report) by 8.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,280 shares of the financial services provider’s stock after selling 592 shares during the period. Clifford Group LLC’s holdings in Morgan Stanley […]

Canada , United-states , America , Jamesp-gorman , Morgan-stanley , Raja-akram , Platte-river-wealth-advisors , Securities-exchange-commission , Oak-asset-management , Barclays , Goldman-sachs-group , Royal-bank

Platte River Wealth Advisors LLC Purchases 113 Shares of Microsoft Co. (NASDAQ:MSFT)

Platte River Wealth Advisors LLC raised its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,676 shares of the software giant’s stock after purchasing an additional 113 shares during the quarter. Microsoft comprises […]

China , Sanfordc-bernstein , Kathleent-hogan , Maytech-global-investments , Alapocas-investment-partners-inc , Beutel-goodman-co-ltd , Microsoft , Nasdaq , Monumental-financial-group-inc , Exchange-commission , Atlantic-private-wealth

Chemistry Wealth Management LLC Grows Stock Position in Microsoft Co. (NASDAQ:MSFT)

Chemistry Wealth Management LLC raised its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 14,630 shares of the software giant’s stock after purchasing an additional 606 shares during the period. Microsoft accounts for approximately 1.5% of Chemistry Wealth Management LLC’s investment portfolio, […]

China , Canada , Piper-sandler , Kathleent-hogan , Royal-bank , Nasdaq , Chemistry-wealth-management , Microsoft-company-profile , Wealth-partners , Microsoft , Microsoft-co , Ronald-blue-trust-inc

Platte River Wealth Advisors LLC Acquires 29 Shares of NVIDIA Co. (NASDAQ:NVDA)

Platte River Wealth Advisors LLC Acquires 29 Shares of NVIDIA Co. (NASDAQ:NVDA)
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United-states , Taiwan , China , Geforce-gpus , Marka-stevens , John-dabiri , Quadro-nvidia-rtx-gpus , Piper-sandler , Securities-exchange-commission , Paypay-securities-corp , Capital-investments , Perkins-coie-trust-co

Platte River Wealth Advisors LLC Acquires New Position in Meta Platforms, Inc. (NASDAQ:META)

Platte River Wealth Advisors LLC Acquires New Position in Meta Platforms, Inc. (NASDAQ:META)
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Zurich , Züsz , Switzerland , Piper-sandler , Mark-zuckerberg , Javier-olivan , Bank-julius-baer-co , Nasdaq , Ltd-zurich , Instagram , Morgan-stanley , Meta-platforms-inc

Kentucky Retirement Systems Insurance Trust Fund Makes New Investment in Aflac Incorporated (NYSE:AFL)

Kentucky Retirement Systems Insurance Trust Fund bought a new position in shares of Aflac Incorporated (NYSE:AFL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 18,739 shares of the financial services provider’s stock, valued at approximately $1,438,000. […]

Kentucky , United-states , Japan , Josephl-moskowitz , Raymond-james , Steven-kent-beaver , Aflac-incorporated , Legacy-private-trust-co , Morgan-stanley , Slatestone-wealth , Platte-river-wealth-advisors , Exchange-commission

Platte River Wealth Advisors LLC Acquires 224 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Platte River Wealth Advisors LLC Acquires 224 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
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United-states , Erin-mcsweeney , Piper-sandler , Stephenj-hemsley , Axiom-financial-strategies , Mirae-asset-global-investments-co , Unitedhealth-group-incorporated , Exchange-commission , Platte-river-wealth-advisors , Securities-exchange-commission , First-western-trust-bank , Unitedhealth-group

Platte River Wealth Advisors LLC Acquires 224 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Platte River Wealth Advisors LLC Acquires 224 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
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United-states , Stephenj-hemsley , Piper-sandler , Erin-mcsweeney , Mirae-asset-global-investments-co , Axiom-financial-strategies , Exchange-commission , Unitedhealth-group-incorporated , Securities-exchange-commission , Platte-river-wealth-advisors , First-western-trust-bank , News-ratings-for-unitedhealth-group-daily

Platte River Wealth Advisors LLC Buys 64 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Platte River Wealth Advisors LLC Buys 64 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
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United-states , Mount-yale-investment-advisors , Stonehearth-capital-management , Company-profile , Holdings-channel , Praetorian-wealth-management-inc , Zhang-financial , Platte-river-wealth-advisors , Geneos-wealth-management-inc , Free-report , River-wealth-advisors