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Waterloo Capital L.P. Purchases Shares of 14,763 GXO Logistics, Inc. (NYSE:GXO)

Waterloo Capital L.P. purchased a new stake in GXO Logistics, Inc. (NYSE:GXO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,763 shares of the company’s stock, valued at approximately $903,000. Several other hedge funds also recently added to or […]

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Security National Bank Buys New Stake in NextEra Energy Partners, LP (NYSE:NEP)

Security National Bank acquired a new stake in NextEra Energy Partners, LP (NYSE:NEP – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,850 shares of the solar energy provider’s stock, valued at approximately $56,000. A number of other […]

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Security National Bank Buys New Stake in NextEra Energy Partners, LP (NYSE:NEP)

Security National Bank acquired a new stake in NextEra Energy Partners, LP (NYSE:NEP – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,850 shares of the solar energy provider’s stock, valued at approximately $56,000. A number of other […]

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Annex Advisory Services LLC Decreases Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Annex Advisory Services LLC trimmed its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,338 shares of the company’s stock after selling 332 shares during the […]

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Annex Advisory Services LLC Sells 243 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Annex Advisory Services LLC lowered its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 4.8% during the 4th quarter, Holdings Channel reports. The firm owned 4,775 shares of the exchange traded fund’s stock after selling 243 shares during the period. Annex Advisory Services LLC’s holdings in iShares Russell 1000 Value ETF […]

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