Phillips Wealth Planners LLC purchased a new position in Bank OZK (NASDAQ:OZK – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 4,390 shares of the company’s stock, valued at approximately $201,000. Several other hedge funds have also recently bought and […]
Phillips Wealth Planners LLC trimmed its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 5.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 931 shares of the basic materials company’s stock after selling 49 shares during the quarter. Phillips […]
Phillips Wealth Planners LLC bought a new stake in KLA Co. (NASDAQ:KLAC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 357 shares of the semiconductor company’s stock, valued at approximately $211,000. Several other institutional investors have also recently bought […]
Phillips Wealth Planners LLC acquired a new stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,078 shares of the specialty retailer’s stock, valued at approximately $223,000. Other large investors also recently bought and sold […]
Phillips Wealth Planners LLC bought a new stake in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,078 shares of the specialty retailer’s stock, valued at approximately $223,000. Other institutional investors have also added to […]