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Personal CFO Solutions LLC Has $8 22 Million Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Personal CFO Solutions LLC decreased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 287,644 shares of the company’s stock after selling 2,579 shares during the […]

Orion Portfolio Solutions LLC Trims Holdings in Occidental Petroleum Co (NYSE:OXY)

Orion Portfolio Solutions LLC trimmed its position in Occidental Petroleum Co. (NYSE:OXY – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 57,053 shares of the oil and gas producer’s stock after selling 7,687 shares during the quarter. […]

Dragonfly Energy (NASDAQ:DFLI) Coverage Initiated by Analysts at Alliance Global Partners

Alliance Global Partners assumed coverage on shares of Dragonfly Energy (NASDAQ:DFLI – Free Report) in a research note released on Thursday, Marketbeat reports. The firm issued a buy rating and a $1.75 price objective on the stock. Other analysts have also issued reports about the company. Canaccord Genuity Group raised their price objective on Dragonfly […]

Ontario Teachers Pension Plan Board Boosts Stake in Healthpeak Properties, Inc (NYSE:DOC)

Ontario Teachers Pension Plan Board lifted its holdings in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 94.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 44,629 shares of the real estate investment trust’s stock after purchasing an additional 21,638 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in Healthpeak […]

Marathon Capital Management Reduces Stake in Healthpeak Properties, Inc (NYSE:DOC)

Marathon Capital Management cut its stake in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 1.6% in the fourth quarter, HoldingsChannel reports. The fund owned 455,584 shares of the real estate investment trust’s stock after selling 7,611 shares during the period. Healthpeak Properties accounts for approximately 1.5% of Marathon Capital Management’s investment portfolio, making the […]

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