TSA Wealth Managment LLC bought a new stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 19,386 shares of the company’s stock, valued at approximately $2,135,000. iShares Short Treasury […]
Barry Investment Advisors LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 204 shares of the semiconductor manufacturer’s stock, valued at approximately $228,000. Other hedge funds have also modified their holdings of […]
Robinson Smith Wealth Advisors LLC bought a new position in Ecolab Inc. (NYSE:ECL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,201 shares of the basic materials company’s stock, valued at approximately $238,000. A number of other large investors also […]
Western Pacific Wealth Management LP purchased a new position in shares of Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,062 shares of the business services provider’s stock, valued at approximately $274,000. A number […]
Central Valley Advisors LLC acquired a new position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 4,339 shares of the coffee company’s stock, valued at approximately $417,000. Several other institutional investors and hedge funds have also made changes to their positions in SBUX. Private Advisor […]
SageView Advisory Group LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 25,373 shares of the exchange traded fund’s stock, valued at approximately $10,791,000. Other hedge […]
Robinson Smith Wealth Advisors LLC bought a new stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 4,226 shares of the company’s stock, valued at approximately $327,000. A number of other institutional […]
Crewe Advisors LLC bought a new position in shares of Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,680 shares of the company’s stock, valued at approximately $111,000. Several […]
Akre Capital Management LLC reduced its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,455,966 shares of the financial services provider’s stock after selling 7,906 shares during […]
Akre Capital Management LLC decreased its stake in shares of CarMax, Inc. (NYSE:KMX – Free Report) by 0.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 2,726,695 shares of the company’s stock after selling 6,767 shares during the period. CarMax comprises approximately 1.8% of Akre Capital Management LLC’s holdings, making the stock […]
Beta Wealth Group Inc. acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 206 shares of the semiconductor manufacturer’s stock, valued at approximately $230,000. Several other institutional investors have also added to […]
TSA Wealth Managment LLC purchased a new position in Broadwind, Inc. (NASDAQ:BWEN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 14,923 shares of the industrial products company’s stock, valued at approximately $41,000. TSA Wealth Managment LLC […]