Nations Financial Group Inc. IA ADV lessened its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,911 shares of the company’s stock after selling 358 shares […]
ProVise Management Group LLC reduced its stake in shares of BlackRock MuniHoldings Fund, Inc. (NYSE:MHD – Free Report) by 11.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 44,857 shares of the company’s stock after selling 5,737 shares during the […]
ProVise Management Group LLC reduced its position in BlackRock Limited Duration Income Trust (NYSE:BLW – Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,408 shares of the investment management company’s stock after selling 1,707 shares during the period. […]
ProVise Management Group LLC decreased its stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 4.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,318 shares of the medical research company’s stock after selling 114 shares during the […]
HCR Wealth Advisors acquired a new stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 514 shares of the aerospace company’s stock, valued at approximately $233,000. Other large investors have also recently […]