Mission Wealth Management LP raised its stake in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 34.3% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,929 shares of the company’s stock after purchasing an additional 1,003 shares during the […]

Cassaday & Co Wealth Management LLC lessened its stake in U.S. Bancorp (NYSE:USB – Free Report) by 25.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,560 shares of the financial services provider’s stock after selling 5,436 shares during the quarter. Cassaday & Co […]

ORBA Wealth Advisors L.L.C. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 10.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,710 shares of the healthcare conglomerate’s stock after purchasing an additional 348 shares during the […]

Cassaday & Co Wealth Management LLC lifted its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,279 shares of the oil and gas company’s stock after […]

Cassaday & Co Wealth Management LLC bought a new stake in KKR & Co. Inc. (NYSE:KKR – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 4,289 shares of the asset manager’s stock, valued at approximately $571,000. Several other institutional investors and hedge funds also recently made changes to their positions […]

Wheaton Precious Metals Corp. (TSE:WPM – Get Free Report) has earned a consensus recommendation of “Buy” from the seven analysts that are covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a hold rating, four have issued a buy rating and two have assigned a strong buy rating to the company. […]