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Congress Wealth Management LLC DE Makes New Investment in UGI Co. (NYSE:UGI)

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 […]

United-states
Exchange-commission
Jump-financial
Occidental-asset-management
Comerica-bank
Vanguard-group-inc
Congress-wealth-management
Wells-fargo-company
Stolper-co
Free-report
Wealth-management

JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEARCA:JPEM) Shares Sold by Linscomb & Williams Inc.

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 […]

Richardp-slaughter-associates-inc
Occidental-asset-management
Lincoln-national-corp
Capital-advisors-inc
Wadegw-inc
Exchange-commission
Linscomb-williams-inc
Diversified-return-emerging-markets-equity
Free-report
Asset-management
National-corp

D.A. Davidson & CO. Acquires 869 Shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX)

D.A. Davidson & CO. Acquires 869 Shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX)
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Adams-diversified-equity-fund
Occidental-asset-management
Securities-exchange-commission
Adams-diversified-equity-fund-dividend-announcement
Mcglone-suttner-wealth-management-inc
A-davidson
Adams-diversified-equity-fund-inc
Turtle-creek-wealth-advisors
Quarter-for-adams-diversified-equity-fund
Oppenheimer-co
Creative-financial-designs-inc

Gladstone Institutional Advisory LLC Increases Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

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 […]

Company-profile
Occidental-asset-management
Wealth-group
Gladstone-institutional-advisory
Financial-gravity-asset-management-inc
Us-technology
Envestnet-portfolio-solutions-inc
Free-report
Institutional-advisory
Gravity-asset-management
Asset-management

Berkeley Capital Partners LLC Reduces Holdings in iShares U.S. Technology ETF (NYSEARCA:IYW)

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 […]

Berkeley
California
United-states
Securities-exchange-commission
Envestnet-portfolio-solutions-inc
Berkeley-capital-partners
Occidental-asset-management
Wealth-group
Financial-gravity-asset-management-inc
Us-technology
Free-report

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