Peak Financial Advisors LLC trimmed its holdings in shares of iShares MSCI India ETF (BATS:INDA – Free Report) by 25.2% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 85,717 shares of the company’s stock after selling 28,937 shares during the period. iShares MSCI India ETF accounts for about 1.8% of Peak Financial Advisors […]

Janney Montgomery Scott LLC raised its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 3.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 190,734 shares of the Wireless communications provider’s stock after acquiring an additional 6,574 shares during the quarter. […]

Janney Montgomery Scott LLC cut its stake in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,034,259 shares of the company’s stock after selling 74,786 shares during the quarter. […]

Janney Montgomery Scott LLC raised its stake in Danaher Corporation (NYSE:DHR – Free Report) by 21.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 219,528 shares of the conglomerate’s stock after purchasing an additional 38,125 shares during the period. Janney […]

Continuum Advisory LLC lowered its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 72.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 7,140 shares of the CRM provider’s stock after selling 18,703 shares during the period. Continuum Advisory LLC’s holdings in Salesforce were worth […]

McLean Asset Management Corp lifted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 9.5% in the first quarter, Holdings Channel reports. The fund owned 741,463 shares of the company’s stock after purchasing an additional 64,283 shares during the quarter. Avantis U.S. Equity ETF makes up 14.4% of McLean Asset Management Corp’s […]

Janney Montgomery Scott LLC increased its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 7.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 242,405 shares of the insurance provider’s stock after purchasing an additional 17,672 shares during the […]

Flagstar Advisors Inc. lowered its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 17.0% in the first quarter, Holdings Channel.com reports. The firm owned 103,765 shares of the company’s stock after selling 21,322 shares during the period. iShares Core Dividend Growth ETF accounts for 2.6% of Flagstar Advisors Inc.’s investment portfolio, […]

Simmons Bank decreased its position in Simmons First National Corporation (NASDAQ:SFNC – Free Report) by 6.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,327,365 shares of the bank’s stock after selling 89,921 shares during the quarter. Simmons First National comprises approximately […]

Janney Montgomery Scott LLC lifted its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 18.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 136,855 shares of the company’s stock after buying an additional 21,223 shares during the quarter. Janney Montgomery Scott […]

Caliber Wealth Management LLC KS lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 7.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 605,425 shares of the company’s stock after buying an additional 39,565 […]

Janney Montgomery Scott LLC boosted its holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 19.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 781,863 shares of the company’s stock after purchasing an additional 130,005 shares during […]

Red Door Wealth Management LLC raised its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 1,092.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 175,198 shares of the company’s stock after acquiring an additional 160,503 shares during the quarter. Red Door […]

Janney Montgomery Scott LLC lifted its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 6.8% during the first quarter, HoldingsChannel reports. The firm owned 770,244 shares of the biopharmaceutical company’s stock after acquiring an additional 49,310 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Bristol Myers Squibb were […]

Princeton Global Asset Management LLC lessened its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 18.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,537 shares of the company’s stock after selling 7,327 shares during the […]

Rockefeller Capital Management L.P. grew its holdings in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 34.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 43,815 shares of the company’s stock after acquiring an additional 11,335 shares during […]

Fort Washington Investment Advisors Inc. OH trimmed its holdings in shares of iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG – Free Report) by 48.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,616 shares of the company’s stock after selling 11,800 shares […]