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Premier Path Wealth Partners LLC bought a new stake in Block, Inc. (NYSE:SQ – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 4,250 shares of the technology company’s stock, valued at approximately $329,000. Several other large investors have also modified their holdings of […]
Mutual Advisors LLC lowered its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,148 shares of the cell phone carrier’s stock after selling 32,903 shares during the quarter. Mutual Advisors […]
Sterling Investment Counsel LLC raised its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 630 shares of the asset manager’s stock after purchasing an additional 58 shares during the quarter. […]
Independent Wealth Network Inc. boosted its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 132,504 shares of the company’s stock after buying an […]
Independent Wealth Network Inc. increased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 24.7% during the fourth quarter, Holdings Channel reports. The fund owned 1,626 shares of the aircraft producer’s stock after acquiring an additional 322 shares during the quarter. Independent Wealth Network Inc.’s holdings in Boeing were worth $424,000 […]