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Intrepid Financial Planning Group LLC Buys Shares of 577 Broadcom Inc. (NASDAQ:AVGO)

Intrepid Financial Planning Group LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 577 shares of the semiconductor manufacturer’s stock, valued at approximately $644,000. Other institutional investors and hedge funds also recently […]

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Infrastructure-software
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Wealthplan-investment-management
Broadcom-inc
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Semiconductor-solutions
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Bell Asset Management Ltd Buys 12,953 Shares of Starbucks Co. (NASDAQ:SBUX)

Bell Asset Management Ltd increased its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 18.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 81,863 shares of the coffee company’s stock after purchasing an additional 12,953 shares during the quarter. Bell Asset Management Ltd’s […]

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Rachel-ruggeri
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Bryn-mawr-capital-management
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Milestone-investment-advisors
Channel-development

The Southern Company (NYSE:SO) Shares Purchased by Cornerstone Advisory LLC

Cornerstone Advisory LLC grew its position in shares of The Southern Company (NYSE:SO – Free Report) by 11.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,075 shares of the utilities provider’s stock after purchasing an additional 510 shares during the period. Cornerstone Advisory […]

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Carmignac Gestion Buys Shares of 241,161 Walmart Inc. (NYSE:WMT)

Carmignac Gestion purchased a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 241,161 shares of the retailer’s stock, valued at approximately $38,019,000. A number of other hedge funds and other institutional investors […]

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Walmart-inc
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Walmart-neighborhood-market
Bryn-mawr-capital-management
Securities-exchange-commission
Sam-club

Legacy Financial Group Inc. Has $3.51 Million Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Legacy Financial Group Inc. decreased its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 6.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 39,766 shares of the exchange traded fund’s stock after selling 2,582 shares during the quarter. Vanguard Real Estate ETF accounts for 1.5% of Legacy Financial Group […]

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Legacy-financial-group
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Real-estate

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