Annex Advisory Services LLC cut its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 51,581 shares of the company’s stock after selling 4,539 shares during the period. Annex Advisory Services […]
Wealth Management Partners LLC increased its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 11.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 831 shares of the asset manager’s stock after purchasing an additional 83 shares during the quarter. Wealth Management Partners LLC’s […]
Sage Mountain Advisors LLC lowered its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,333 shares of the company’s stock after selling 1,368 shares during the […]
PBMares Wealth Management LLC lessened its stake in Oracle Co. (NYSE:ORCL – Free Report) by 13.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,114 shares of the enterprise software provider’s stock after selling 1,957 shares during the quarter. PBMares Wealth Management LLC’s […]
Comprehensive Financial Consultants Institutional Inc. lifted its position in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 7.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,728 shares of the medical research company’s stock after acquiring an additional 935 shares during the quarter. […]