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Prudent Man Advisors LLC Makes New Investment in Exxon Mobil Co. (NYSE:XOM)

Prudent Man Advisors LLC bought a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 6,236 shares of the oil and gas company’s stock, valued at approximately $623,000. Several other hedge funds and other institutional […]

Canada
United-states
Darrinl-talley
Exxon-mobil-corporation
Jackson-thornton-asset-management
Exxon-mobil-co
Barclays
Royal-bank
German-american-bancorp-inc
Insight-advisors
Wealthplan-investment-management

Adero Partners LLC Purchases 256 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Adero Partners LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,270 shares of the healthcare conglomerate’s stock after purchasing an additional 256 shares during the period. Adero Partners LLC’s holdings […]

United-states
America
Piper-sandler
Erin-mcsweeney
Robertw-baird
Unitedhealth-group
Jackson-thornton-asset-management
Millington-financial-advisors
Quarter-for-unitedhealth-group
Barclays
Unitedhealth-group-stock
News-ratings-for-unitedhealth-group-daily

Dorsey & Whitney Trust CO LLC Boosts Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Dorsey & Whitney Trust CO LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,591 shares of the healthcare conglomerate’s stock after purchasing an additional 1,500 […]

United-states
Canada
Erin-mcsweeney
Unitedhealth-group-trading
Optum-health
Royal-bank
Unitedhealth-group-profile
News-ratings-for-unitedhealth-group-daily
Deutsche-bank-aktiengesellschaft
Americana-partners
Quarter-for-unitedhealth-group
Securities-exchange-commission

Relative Value Partners Group LLC Buys 139,787 Shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Relative Value Partners Group LLC increased its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 325.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 182,763 shares of the company’s stock after purchasing an additional […]

Savant-capital
Jackson-thornton-asset-management
Clearstead-advisors
Exchange-commission
Value-partners-group
Americana-partners
Catalyst-capital-advisors
Relative-value-partners-group
Dimensional-emerging-core-equity-market
Free-report
Capital-advisors

Relative Value Partners Group LLC Grows Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Relative Value Partners Group LLC raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 48.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 196,687 shares of the company’s stock after purchasing an additional 64,084 shares during […]

Exencial-wealth-advisors
Wealth-planning
Avantax-advisory-services-inc
Value-partners-group
Exchange-commission
Jackson-thornton-asset-management
Sigma-planning-corp
Relative-value-partners-group
Free-report
Planning-corp
Thornton-asset-management

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