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Cerro Pacific Wealth Advisors LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 22.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,610 shares of the financial services provider’s stock after purchasing an additional 1,558 shares […]
Wesbanco Bank Inc. lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.9% during the second quarter, Holdings Channel reports. The institutional investor owned 92,641 shares of the home improvement retailer’s stock after selling 1,831 shares during the quarter. Home Depot accounts for 1.1% of Wesbanco Bank Inc.’s holdings, […]
Harvest Volatility Management LLC grew its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 85.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,885 shares of the company’s stock after purchasing an additional 2,712 shares […]
Most advisors are familiar with the concept of “core/satellite” portfolio construction (sometimes referred to as “core and explore”), but let’s define terms, so we are working from a similar framework.
Raymond James resolved a million-dollar arbitration claim that won’t appear on anyone’s BrokerCheck, thanks to the panel’s decision.