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Catalytic Wealth RIA LLC Makes New Investment in SAP SE (NYSE:SAP)

Catalytic Wealth RIA LLC purchased a new position in SAP SE (NYSE:SAP – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,642 shares of the software maker’s stock, valued at approximately $872,000. Other large investors have also recently made changes […]

Barclays
Linscomb-williams-inc
Exchange-commission
Phillips-wealth-planners
Keycorp
Stifel-financial-corp
Martin-investment-management-co
Jefferies-financial-group
Catalytic-wealth
Free-report
Martin-investment-management

6,700 Shares in Bank OZK (NASDAQ:OZK) Acquired by Meridian Management Co.

6,700 Shares in Bank OZK (NASDAQ:OZK) Acquired by Meridian Management Co.
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Quest-partners
Meridian-management-co
Giverny-capital-inc
Nasdaq
Commerce-bank
Phillips-wealth-planners
Morgan-stanley
Exchange-commission
Company-profile
Blackdiamond-wealth-management

Holistic Financial Partners Acquires Shares of 816 FedEx Co. (NYSE:FDX)

Holistic Financial Partners Acquires Shares of 816 FedEx Co. (NYSE:FDX)
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Stifel-financial-corp
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Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by Treasurer of the State of North Carolina

Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by Treasurer of the State of North Carolina
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Morgan-stanley

Phillips Wealth Planners LLC Sells 191 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Phillips Wealth Planners LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,230 shares of the financial services provider’s stock after selling 191 shares during the […]

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