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VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF) Stake Lifted by RS Crum Inc.

RS Crum Inc. raised its holdings in VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF – Free Report) by 11.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,263,901 shares of the company’s stock after purchasing an additional 131,789 shares during the quarter. […]

Hofer-associates
Raymond-james-associates
Rs-crum-inc
Raymond-james-financial-services-advisors-inc
Company-profile
Envestnet-asset-management-inc
Vaneck-preferred-securities
Free-report
Eck-preferred-securities
James-financial-services-advisors
Asset-management

Apple Inc. (NASDAQ:AAPL) Holdings Cut by Vahanian & Associates Financial Planning Inc.

Vahanian & Associates Financial Planning Inc. cut its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 10.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,166 shares of the iPhone maker’s stock after selling 2,145 shares during the quarter. Apple […]

Deirdre-obrien
Arthurd-levinson
Redburn-atlantic
Apple-inc
Citigroup
Strategic-advisors
Nasdaq
Vahanian-associates-financial-planning-inc
Morgan-stanley
Hofer-associates
Barclays
Exchange-commission

Hofer & Associates. Inc Has $1.46 Million Holdings in Microsoft Co. (NASDAQ:MSFT)

Hofer & Associates. Inc boosted its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 5.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,871 shares of the software giant’s stock after buying an additional 197 shares during the quarter. Microsoft makes up […]

Kentucky
United-states
Raymond-james
Kathleent-hogan
Piper-sandler
Corp-microsoft
Microsoft-corporation
Independence-bank
Capital-management
Hofer-associates
Gunderson-capital-management-inc
Geneos-wealth-management-inc

Oakworth Capital Inc. Boosts Holdings in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Oakworth Capital Inc. grew its holdings in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,224 shares of the company’s stock after purchasing an additional 140 shares during the quarter. Oakworth […]

Dougherty-wealth-advisers
Oakworth-capital-inc
Hofer-associates
International-assets-investment-management
Wealthsource-partners
Oakworth-capital
Shares-russell-mid-cap-growth
Free-report
Wealth-advisers
Assets-investment-management
Shares-russell-midcap-growth-index-fund

The Bank of New York Mellon Co. (NYSE:BK) Shares Sold by Chevy Chase Trust Holdings LLC

Chevy Chase Trust Holdings LLC trimmed its holdings in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 432,018 shares of the bank’s stock after selling 8,147 shares during the quarter. […]

Canada
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Catherine-keating
Hanneke-smits
Welch-group
News-ratings-for-bank
Point-inc
Exchange-commission
York-mellon-co
Hofer-associates
Chevy-chase-trust-holdings
Morgan-stanley

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