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VitalStone Financial LLC Reduces Stock Holdings in SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL)

VitalStone Financial LLC decreased its position in shares of SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,261 shares of the company’s stock after selling 13,703 shares during the period. […]

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Bloomberg-barclays
Exchange-commission
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Clean-yield-group
Bloomberg
Securities-inc
Avior-wealth-management
Vitalstone-financial
Pointe-capital-management
Free-report
Stone-financial

Wells Fargo & Company (NYSE:WFC) Shares Sold by Chiron Capital Management LLC

Chiron Capital Management LLC lowered its stake in shares of Wells Fargo & Company (NYSE:WFC) by 23.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,125 shares of the financial services provider’s stock after selling 9,191 shares during […]

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Securities-exchange-commission
Quarter-for-wells-fargo-company
Jpmorgan-chase-co
Wells-fargo-company
Americana-partners
Jefferies-financial-group
Chiron-capital-management
Equitable-trust-co
Pointe-capital-management
News-ratings-for-wells-fargo-company-daily

Chesapeake Wealth Management Decreases Position in NextEra Energy, Inc. (NYSE:NEE)

Chesapeake Wealth Management lowered its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,432 shares of the utilities provider’s stock after selling 320 shares during the quarter. […]

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America
Wealthplan-investment-management
News-ratings-for-nextera-energy-daily
Nextera-energy-company-profile
Financial-counselors-inc
Barclays
Pointe-capital-management
Community-financial-services-group
Nextera-energy-dividend-announcement
Scotiabank

Walmart Inc. (NYSE:WMT) Stock Position Lifted by Chesapeake Wealth Management

Chesapeake Wealth Management boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 2.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 8,483 shares of the retailer’s stock after acquiring an additional 204 shares during the quarter. Chesapeake Wealth Management’s holdings in Walmart were worth $1,337,000 as of its most recent […]

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Jump-financial
Walmart
Sam-club
Securities-exchange-commission
Walmart-company-profile
Walmart-international
Wealthplan-investment-management
Citigroup
Pointe-capital-management
Insight-advisors

Catalytic Wealth RIA LLC Takes Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Catalytic Wealth RIA LLC purchased a new stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 45,131 shares of the company’s stock, valued at approximately $5,038,000. Vanguard High […]

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Clearstead-advisors
Copperwynd-financial
Securities-exchange-commission
Pointe-capital-management
Vanguard-high-dividend-yield-index-fund
Conservest-capital-advisors-inc
Catalytic-wealth
Vanguard-high-dividend-yield
Free-report
High-dividend-yield

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