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Mosaic Family Wealth Partners LLC increased its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Get Rating) by 3.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,516 shares of the company’s stock after purchasing an additional 2,975 shares during the period. […]
Hutchens & Kramer Investment Management Group LLC acquired a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,055 shares of the company’s stock, valued at approximately […]
Kovack Advisors Inc. lowered its stake in shares of Occidental Petroleum Co. (NYSE:OXY – Get Rating) by 24.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 6,056 shares of the oil and gas producer’s stock after selling 1,955 shares during the quarter. Kovack Advisors Inc.’s holdings in Occidental Petroleum were worth $381,000 as […]
Lakewood Asset Management LLC acquired a new position in shares of Occidental Petroleum Co. (NYSE:OXY – Get Rating) during the 4th quarter, Holdings Channel.com reports. The firm acquired 1,232 shares of the oil and gas producer’s stock, valued at approximately $78,000. Several other hedge funds have also added to or reduced their stakes in the […]
Future Financial Wealth Managment LLC raised its stake in Putnam Premier Income Trust (NYSE:PPT – Get Rating) by 11.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 147,125 shares of the investment management company’s stock after acquiring an additional 14,605 shares during […]