Shepherd Financial Partners LLC bought a new position in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 28,060 shares of the exchange traded fund’s stock, valued at approximately $1,471,000. A number of other hedge funds […]
Shepherd Financial Partners LLC lessened its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 53,211 shares of the company’s stock after selling 4,344 shares during the quarter. Shepherd Financial […]
Shepherd Financial Partners LLC lifted its holdings in Danaher Co. (NYSE:DHR – Free Report) by 2.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 7,902 shares of the conglomerate’s stock after purchasing an additional 166 shares during the period. Shepherd Financial Partners LLC’s holdings in Danaher were […]
Shepherd Financial Partners LLC increased its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 117,771 shares of the exchange traded fund’s stock after buying an […]
Shepherd Financial Partners LLC purchased a new stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 20,197 shares of the financial services provider’s stock, valued at approximately $4,597,000. LPL Financial makes up 0.7% of Shepherd Financial Partners LLC’s investment portfolio, making the stock its […]