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LM Advisors LLC Buys New Shares in BlackRock Municipal Income Quality Trust (NYSE:BYM)

LM Advisors LLC purchased a new stake in BlackRock Municipal Income Quality Trust (NYSE:BYM – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 161,959 shares of the company’s stock, valued at approximately $1,816,000. Several other institutional investors also recently made changes to […] ....

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Shepherd Financial Partners LLC Has $2.42 Million Stock Holdings in McDonald's Co. (NYSE:MCD)

Shepherd Financial Partners LLC boosted its position in McDonald’s Co. (NYSE:MCD – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,161 shares of the fast-food giant’s stock after buying an additional 55 shares during the quarter. Shepherd Financial Partners […] ....

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American Investment Services Inc. Raises Stock Position in Philip Morris International Inc. (NYSE:PM)

American Investment Services Inc. boosted its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 75.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,360 shares of the company’s stock after purchasing an additional 9,168 shares during the quarter. […] ....

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Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Acquired by American Investment Services Inc.

American Investment Services Inc. lifted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,043 shares of the company’s stock after purchasing an additional 491 shares during the […] ....

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First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Shares Sold by Tradition Wealth Management LLC

Tradition Wealth Management LLC reduced its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 23.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,453 shares of the company’s stock after selling 3,857 shares during the quarter. Tradition Wealth Management LLC’s holdings […] ....

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