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First Trust Direct Indexing L.P. Boosts Holdings in The Charles Schwab Co. (NYSE:SCHW)

First Trust Direct Indexing L.P. boosted its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 7.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,839 shares of the financial services provider’s stock after purchasing an additional 1,823 shares […] ....

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Sumitomo Mitsui Trust Holdings Inc. Sells 40,279 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Sumitomo Mitsui Trust Holdings Inc. decreased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,406,983 shares of the wireless technology company’s stock after selling 40,279 shares during the period. Sumitomo Mitsui […] ....

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Spectrum Financial Alliance Ltd LLC Has $29.40 Million Position in Bank of America Co. (NYSE:BAC)

Spectrum Financial Alliance Ltd LLC boosted its holdings in shares of Bank of America Co. (NYSE:BAC) by 2.5% in the 3rd quarter, Holdings Channel reports. The firm owned 1,098,481 shares of the financial services provider’s stock after buying an additional 26,563 shares during the period. Bank of America makes up approximately 14.8% of Spectrum Financial […] ....

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Spectrum Financial Alliance Ltd LLC Acquires 3,901 Shares of General Electric (NYSE:GE)

Spectrum Financial Alliance Ltd LLC lifted its stake in shares of General Electric (NYSE:GE – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,232 shares of the conglomerate’s stock after acquiring an additional 3,901 shares […] ....

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General Electric (NYSE:GE) is Spectrum Financial Alliance Ltd LLC's 9th Largest Position

General Electric (NYSE:GE) is Spectrum Financial Alliance Ltd LLC's 9th Largest Position
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