Congress Wealth Management LLC DE purchased a new position in UGI Co. (NYSE:UGI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 211,852 shares of the utilities provider’s stock, valued at approximately $5,212,000. Congress Wealth Management LLC DE owned […]
Linscomb & Williams Inc. lowered its stake in JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEARCA:JPEM – Free Report) by 6.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 169,129 shares of the company’s stock after selling 11,050 shares during the […]
D.A. Davidson & CO. Acquires 869 Shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX) themarketsdaily.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themarketsdaily.com Daily Mail and Mail on Sunday newspapers.
Gladstone Institutional Advisory LLC increased its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 38.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,807 shares of the exchange traded fund’s stock after acquiring an additional 1,894 shares […]
Berkeley Capital Partners LLC lowered its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,883 shares of the exchange traded fund’s stock after selling 2,580 shares during the […]