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Madison Wealth Partners Inc Takes $300,000 Position in Citigroup Inc. (NYSE:C)

Madison Wealth Partners Inc purchased a new stake in shares of Citigroup Inc. (NYSE:C – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 5,834 shares of the company’s stock, valued at approximately $300,000. Several other institutional investors have also recently made changes to their positions in C. Navellier & Associates Inc. increased […] ....

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Taylor Financial Group Inc. Purchases New Shares in Trane Technologies plc (NYSE:TT)

Taylor Financial Group Inc. purchased a new stake in shares of Trane Technologies plc (NYSE:TT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,552 shares of the company’s stock, valued at approximately $379,000. A number of other hedge funds and other […] ....

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Covenant Partners LLC Increases Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Covenant Partners LLC grew its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 137,027 shares of the exchange traded fund’s stock after buying an additional 3,673 shares during […] ....

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Taylor Financial Group Inc. Takes $2.43 Million Position in Oracle Co. (NYSE:ORCL)

Taylor Financial Group Inc. acquired a new stake in Oracle Co. (NYSE:ORCL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 22,999 shares of the enterprise software provider’s stock, valued at approximately $2,425,000. Oracle accounts for 2.0% of Taylor Financial Group Inc.’s investment […] ....

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Covenant Partners LLC Increases Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Covenant Partners LLC grew its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 137,027 shares of the exchange traded fund’s stock after buying an additional 3,673 shares during […] ....

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