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TrinityPoint Wealth LLC lowered its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,433 shares of the company’s stock after selling 753 shares during the […]
EverSource Wealth Advisors LLC increased its position in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 133.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,648 shares of the company’s stock after purchasing an additional 2,082 shares […]
Corient Private Wealth LLC boosted its stake in Tenable Holdings, Inc. (NASDAQ:TENB – Free Report) by 16.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 77,383 shares of the company’s stock after buying an additional 11,088 shares during the period. Corient Private Wealth […]
Assetmark Inc. lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 11.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,244 shares of the aerospace company’s stock after selling 153 shares during the period. […]
Corient Private Wealth LLC lowered its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 12,588 shares of the business services provider’s stock after selling 988 shares during the quarter. Corient Private Wealth LLC’s holdings […]