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Voisard Asset Management Group Inc. Invests $830,000 in JPMorgan Chase & Co. (NYSE:JPM)

Voisard Asset Management Group Inc. bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,882 shares of the financial services provider’s stock, valued at approximately $830,000. JPMorgan Chase & […] ....

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Midland Wealth Advisors LLC Acquires Shares of 25,712 Oracle Co. (NYSE:ORCL)

Midland Wealth Advisors LLC acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 25,712 shares of the enterprise software provider’s stock, valued at approximately $2,711,000. A number of other […] ....

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Concentric Wealth Management LLC Has $4.25 Million Holdings in Simon Property Group, Inc. (NYSE:SPG)

Concentric Wealth Management LLC lifted its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,775 shares of the real estate investment trust’s stock after acquiring an additional […] ....

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Pin Oak Investment Advisors Inc. Has $851,000 Holdings in Pfizer Inc. (NYSE:PFE)

Pin Oak Investment Advisors Inc. lessened its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 12.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,544 shares of the biopharmaceutical company’s stock after selling 4,200 shares during the quarter. Pfizer […] ....

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Coastwise Capital Group LLC Trims Stake in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO)

Coastwise Capital Group LLC reduced its position in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 5.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 31,831 shares of the company’s stock after selling 1,692 shares during the period. Coastwise Capital Group LLC’s holdings in […] ....

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