Mattson Financial Services LLC acquired a new stake in shares of U.S. Bancorp (NYSE:USB – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 21,417 shares of the financial services provider’s stock, valued at approximately $1,035,000. Several other institutional […]

Mattson Financial Services LLC decreased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 19.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 26,928 shares of the coffee company’s stock after selling 6,469 shares during the period. Mattson Financial Services LLC’s holdings in Starbucks were worth $2,278,000 as of its […]

Mattson Financial Services LLC bought a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,885 shares of the business services provider’s stock, valued at approximately $898,000. A number of other […]

Goldstone Financial Group LLC grew its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 505,366 shares of the company’s stock after acquiring an additional 27,163 shares during […]

Mattson Financial Services LLC purchased a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 15,358 shares of the exchange traded fund’s stock, valued at approximately $1,635,000. Several other hedge […]

Goldstone Financial Group LLC raised its holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 33.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 61,204 shares of the company’s stock after acquiring an additional 15,386 shares during the quarter. Goldstone Financial […]

Goldstone Financial Group LLC lifted its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 6.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 63,535 shares of the company’s stock after purchasing an additional 3,980 shares during the period. Goldstone Financial Group […]

Sunburst Financial Group LLC trimmed its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 66.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 468,471 shares of the company’s stock after selling 914,603 shares during the period. Schwab US […]

Private Wealth Management Group LLC reduced its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,497 shares of the exchange traded fund’s stock […]

Goldstone Financial Group LLC grew its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 485,146 shares of the exchange traded fund’s stock after acquiring an […]