Sequoia Financial Advisors LLC Sells 5,350 Shares of Hubbell Inc $HUBB
Sequoia Financial Advisors LLC cut its holdings in Hubbell Inc (NYSE:HUBB – Free Report) by 14.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,076 shares of the industrial products company’s stock after selling 5,350 shares during the period. Sequoia Financial […]
Vanguard Small-Cap Value ETF $VBR Holdings Lowered by NBT Bank N A NY
NBT Bank N A NY decreased its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 97.4% in the third quarter, HoldingsChannel reports. The firm owned 828 shares of the company’s stock after selling 30,701 shares during the period. NBT Bank N A NY’s holdings in Vanguard Small-Cap Value ETF were worth $173,000 […]
Sequoia Financial Advisors LLC Buys 29,001 Shares of Altria Group, Inc. $MO
Sequoia Financial Advisors LLC lifted its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 33.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 114,851 shares of the company’s stock after purchasing an additional 29,001 shares during the […]
Resonant Capital Advisors LLC Sells 46,455 Shares of Devon Energy Corporation $DVN
Resonant Capital Advisors LLC lessened its stake in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 75.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,832 shares of the energy company’s stock after selling 46,455 shares during the quarter. Resonant Capital Advisors […]
Vanguard Value ETF $VTV Holdings Cut by Sterling Investment Advisors LLC ADV
Sterling Investment Advisors LLC ADV decreased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 77.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,399 shares of the company’s stock after selling 207,299 shares during the period. Vanguard […]
Vanguard Total World Stock ETF $VT Shares Purchased by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC boosted its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 5.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 74,936 shares of the exchange traded fund’s stock after acquiring an additional 4,066 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Vanguard […]
9,084 Shares in Vanguard High Dividend Yield ETF $VYM Purchased by Tradewinds LLC.
Tradewinds LLC. acquired a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the third quarter, Holdings Channel reports. The firm acquired 9,084 shares of the company’s stock, valued at approximately $1,280,000. Other hedge funds also recently modified their holdings of the company. Gallagher Fiduciary Advisors LLC grew its holdings in […]
Mizuho Markets Americas LLC Acquires Shares of 285,789 Atmos Energy Corporation $ATO
Mizuho Markets Americas LLC bought a new position in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 285,789 shares of the utilities provider’s stock, valued at approximately $48,798,000. Atmos Energy accounts for approximately 0.9% of Mizuho Markets […]
Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC boosted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 32.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 287,870 shares of the exchange traded fund’s stock after purchasing an additional 70,896 shares during the period. Sequoia Financial Advisors LLC’s holdings in Vanguard FTSE […]
Tradewinds LLC. Has $561,000 Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG
Tradewinds LLC. reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 83.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 5,597 shares of the company’s stock after selling 27,699 shares during the period. Tradewinds LLC.’s holdings in iShares Core U.S. Aggregate […]
Tradewinds LLC. Buys New Shares in iShares MSCI Emerging Markets ex China ETF $EMXC
Tradewinds LLC. purchased a new stake in shares of iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 34,143 shares of the company’s stock, valued at approximately $2,305,000. Several other […]
SPDR Portfolio Aggregate Bond ETF $SPAB is Stewardship Advisors LLC’s 7th Largest Position
Stewardship Advisors LLC boosted its position in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 4.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 600,617 shares of the company’s stock after acquiring an additional 27,015 shares during the […]
Sequoia Financial Advisors LLC Raises Position in Dimensional International Small Cap ETF $DFIS
Sequoia Financial Advisors LLC grew its position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 115.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 269,530 shares of the company’s stock after purchasing an additional 144,500 shares during the period. Sequoia Financial Advisors LLC’s holdings in Dimensional International Small […]
Sequoia Financial Advisors LLC Purchases 170,264 Shares of Vanguard Total International Stock ETF $VXUS
Sequoia Financial Advisors LLC increased its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 316.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 224,010 shares of the company’s stock after acquiring an additional 170,264 shares during the period. Sequoia Financial Advisors LLC’s holdings in Vanguard Total International Stock ETF […]
Vanguard FTSE Developed Markets ETF $VEA Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.4% in the third quarter, Holdings Channel.com reports. The firm owned 3,218,154 shares of the company’s stock after acquiring an additional 43,372 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Vanguard […]
SPDR Portfolio S&P 500 ETF $SPLG is Ridgeline Wealth Planning LLC’s Largest Position
Ridgeline Wealth Planning LLC lowered its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 443,473 shares of the company’s stock after selling 14,117 shares during the period. SPDR […]
Pinnacle Financial Partners Inc Trims Stock Holdings in iShares Core S&P 500 ETF $IVV
Pinnacle Financial Partners Inc reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,110 shares of the company’s stock after selling 4,857 shares […]
Pinnacle Financial Partners Inc Reduces Holdings in SPDR S&P 600 Small Cap Value ETF $SLYV
Pinnacle Financial Partners Inc lowered its position in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 73.2% during the third quarter, HoldingsChannel reports. The firm owned 6,194 shares of the company’s stock after selling 16,884 shares during the period. Pinnacle Financial Partners Inc’s holdings in SPDR S&P 600 Small Cap Value […]
Wealth Enhancement Advisory Services LLC Has $1.81 Billion Position in iShares Core U.S. Aggregate Bond ETF $AGG
Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,113,855 shares of the company’s stock after purchasing an additional 1,607,890 shares during the […]
Quantum Portfolio Management LLC Purchases 16,636 Shares of Schwab Fundamental International Equity ETF $FNDF
Quantum Portfolio Management LLC lifted its position in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 59.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,732 shares of the company’s stock after purchasing an additional 16,636 shares […]
Sequoia Financial Advisors LLC Has $16.76 Million Position in Dimensional International Small Cap Value ETF $DISV
Sequoia Financial Advisors LLC boosted its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 3.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 469,455 shares of the company’s stock after acquiring an additional 16,266 […]
Wealth Enhancement Advisory Services LLC Sells 247,628 Shares of SPDR Portfolio S&P 500 ETF $SPLG
Wealth Enhancement Advisory Services LLC lessened its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 7.2% in the third quarter, Holdings Channel.com reports. The fund owned 3,178,328 shares of the company’s stock after selling 247,628 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in SPDR Portfolio S&P […]
Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) Share Price Crosses Above 50-Day Moving Average – Time to Sell?
Shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Get Free Report) passed above its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $20.56 and traded as high as $21.55. Invesco High Yield Equity Dividend Achievers ETF shares last traded at $21.48, with a volume […]
last updated on 20 Jan 05:28