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Elevate Wealth Advisory Inc. Invests $312,000 in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Elevate Wealth Advisory Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 10,701 shares of the company’s stock, valued at approximately $312,000. A number of other hedge […]

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Junto Capital Management LP Acquires New Holdings in Reinsurance Group of America, Incorporated (NYSE:RGA)

Junto Capital Management LP acquired a new stake in Reinsurance Group of America, Incorporated (NYSE:RGA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 569,186 shares of the insurance provider’s stock, valued at approximately $92,083,000. Reinsurance Group of America makes […]

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Hohimer Wealth Management LLC Has $4.11 Million Stake in Costco Wholesale Co. (NASDAQ:COST)

Hohimer Wealth Management LLC lowered its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,223 shares of the retailer’s stock after selling 199 shares during the period. Costco Wholesale makes up approximately […]

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InterOcean Capital Group LLC Boosts Holdings in Intuit Inc. (NASDAQ:INTU)

InterOcean Capital Group LLC boosted its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,040 shares of the software maker’s stock after purchasing an additional 74 shares during the quarter. InterOcean […]

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BlackDiamond Wealth Management LLC Buys 27 Shares of Costco Wholesale Co. (NASDAQ:COST)

BlackDiamond Wealth Management LLC lifted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 479 shares of the retailer’s stock after buying an additional 27 shares during the period. BlackDiamond Wealth […]

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