Weatherly Asset Management L. P. cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,350 shares of the exchange traded fund’s stock after selling 149 shares during the period. Weatherly Asset […]
Redmont Wealth Advisors LLC purchased a new position in shares of ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,690 shares of the real estate investment trust’s stock, valued at approximately […]
Investment Advisory Group LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.5% during the 4th quarter, Holdings Channel reports. The fund owned 455 shares of the healthcare conglomerate’s stock after selling 37 shares during the period. Investment Advisory Group LLC’s holdings in UnitedHealth Group were worth $239,000 as of its […]
GAMMA Investing LLC acquired a new position in Intel Co. (NASDAQ:INTC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 26,772 shares of the chip maker’s stock, valued at approximately $1,345,000. Other large investors also recently modified their holdings […]
Roth Financial Partners LLC bought a new stake in MongoDB, Inc. (NASDAQ:MDB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 500 shares of the company’s stock, valued at approximately $204,000. MongoDB comprises 0.1% of Roth Financial Partners LLC’s investment […]
Bfsg LLC acquired a new stake in Ally Financial Inc. (NYSE:ALLY – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 6,975 shares of the financial services provider’s stock, valued at approximately $244,000. Other institutional investors and hedge funds have also modified their […]
Investment Advisory Group LLC lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,673 shares of the social networking company’s stock after selling 99 shares during the quarter. Investment […]
Louisiana State Employees Retirement System acquired a new position in ServiceNow, Inc. (NYSE:NOW – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 12,400 shares of the information technology services provider’s stock, valued at approximately $8,760,000. Several other […]
Bfsg LLC acquired a new position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 6,039 shares of the Wireless communications provider’s stock, valued at approximately $968,000. Other large investors have also recently added to or reduced their stakes in the company. BluePath Capital […]
Larson Financial Group LLC grew its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,701 shares of the company’s stock after buying an additional […]
Riverstone Advisors LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 6,400 shares of the exchange traded fund’s stock, valued at approximately $2,621,000. Invesco QQQ accounts for 1.7% […]
Larson Financial Group LLC trimmed its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 29.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,410 shares of the exchange traded fund’s stock after selling 15,466 shares during the […]