Journey Advisory Group LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 2.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 42,929 shares of the company’s stock after acquiring an additional 948 shares during the period. Journey Advisory Group LLC […]
Sar Wealth Management Group LLC bought a new position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 5,262 shares of the cable giant’s stock, valued at approximately $231,000. Other large investors […]
Jensen Investment Management Inc. lessened its position in Colgate-Palmolive (NYSE:CL – Free Report) by 0.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 98,519 shares of the company’s stock after selling 270 shares during the quarter. Jensen Investment Management Inc.’s holdings in Colgate-Palmolive were […]
Westwood Wealth Management raised its holdings in shares of Energy Transfer LP (NYSE:ET – Free Report) by 15.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 15,000 shares of the pipeline company’s stock after acquiring an additional 2,000 shares during the period. Westwood Wealth Management’s holdings […]
Focus Financial Network Inc. ADV purchased a new stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 38,109 shares of the company’s stock, valued at approximately $3,512,000. Focus Financial Network […]