WNY Asset Management LLC acquired a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,328 shares of the company’s stock, valued at approximately $941,000. Several other large investors also […]

Montchanin Asset Management LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 24,663 shares of the information services provider’s stock, valued at approximately $7,075,000. Alphabet accounts […]

WNY Asset Management LLC purchased a new stake in shares of Pgim Aaa Clo Etf (NYSEARCA:PAAA – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 322,914 shares of the company’s stock, valued at approximately $16,527,000. Pgim Aaa Clo Etf makes […]

WNY Asset Management LLC purchased a new position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 63,872 shares of the cell phone carrier’s stock, valued at approximately $3,206,000. Several other hedge funds have also […]

WNY Asset Management LLC bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 11,277 shares of the retailer’s stock, valued at approximately $1,402,000. Several other hedge funds and other institutional investors […]

Smith Group Asset Management LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.8% in the first quarter, Holdings Channel.com reports. The firm owned 84,412 shares of the social networking company’s stock after acquiring an additional 3,837 shares during the quarter. Meta Platforms makes up approximately 2.5% of Smith Group Asset […]

WNY Asset Management LLC purchased a new stake in Devon Energy Corporation (NYSE:DVN – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 21,218 shares of the energy company’s stock, valued at approximately $1,068,000. Other hedge funds and other institutional […]

Tenret Co LLC lowered its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 13.3% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 200,231 shares of the company’s stock after selling 30,633 shares during the quarter. Schwab International Equity ETF accounts for 2.4% of Tenret […]

Bank of America Corp DE grew its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 6.3% during the first quarter, Holdings Channel reports. The firm owned 14,706,838 shares of the company’s stock after purchasing an additional 871,672 shares during the period. Bank of America Corp DE’s holdings in Fidelity Total […]

Kensington Asset Management LLC increased its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 174.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 443,949 shares of the company’s stock after buying an additional 282,305 shares during the […]

Montchanin Asset Management LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,655 shares of the company’s stock, valued at approximately $360,000. Several other […]

WNY Asset Management LLC acquired a new position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,590,216 shares of the company’s stock, valued at approximately $67,648,000. Capital Group Dividend […]

Kensington Asset Management LLC boosted its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 39.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,524,738 shares of the company’s stock after buying an additional 434,772 shares during the quarter. iShares Floating Rate Bond ETF accounts for 3.6% […]

WNY Asset Management LLC purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 36,200 shares of the company’s stock, valued at approximately $21,631,000. Vanguard S&P 500 ETF comprises approximately 2.2% of […]

Renaissance Technologies LLC acquired a new stake in shares of Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 230,495 shares of the bank’s stock, valued at approximately $13,281,000. Renaissance Technologies LLC […]

Serenity Investment Advisors purchased a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the first quarter, Holdings Channel reports. The fund purchased 33,494 shares of the company’s stock, valued at approximately $1,100,000. Schwab US Dividend Equity ETF accounts for 0.4% of Serenity Investment Advisors’ holdings, making the stock its 28th […]

Tenret Co LLC increased its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 16.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 285,942 shares of the company’s stock after buying an additional 39,752 shares during the period. Vanguard Total […]

Kensington Asset Management LLC purchased a new stake in shares of Vanguard Long-Term Treasury ETF (NASDAQ:VGLT – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm purchased 69,922 shares of the company’s stock, valued at approximately $3,871,000. Other hedge funds and other institutional investors have also recently […]

WNY Asset Management LLC purchased a new position in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 18,007 shares of the company’s stock, valued at approximately $1,593,000. Other large investors have also made changes […]

Security Financial Services INC. lifted its stake in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 13.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 787,079 shares of the company’s stock after acquiring an additional 92,124 shares during the period. SPDR Portfolio […]

Summit Financial Wealth Advisors LLC decreased its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 20.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,352 shares of the oil and gas company’s stock after selling 17,012 shares […]

Security Financial Services INC. lowered its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 14.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 191,528 shares of the company’s stock after selling 31,113 shares during the period. SPDR Portfolio Developed World […]

Summit Financial Wealth Advisors LLC boosted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 6.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 637,700 shares of the company’s stock after purchasing an additional […]

Raab & Moskowitz Asset Management LLC lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 24.7% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,729 shares of the semiconductor manufacturer’s stock after selling 2,213 shares during the quarter. Raab & […]

Security Financial Services INC. raised its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 41.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 685,665 shares of the company’s stock after purchasing an additional […]

Raab & Moskowitz Asset Management LLC boosted its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 37.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 41,204 shares of the company’s stock after acquiring an additional 11,175 shares […]