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Heritage Wealth Management LLC Takes $1.91 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Heritage Wealth Management LLC purchased a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,585 shares of the exchange traded fund’s stock, valued at approximately $1,906,000. iShares […]

Heritage-wealth-management
Services-limited-partnership
Shufro-rose-co
National-muni-bond
Sp-national-municipal-bond-fund
Partners-investment-advisory
Securities-exchange-commission
Ruedi-wealth-management-inc
Financial-advisors
Shares-national-muni-bond
Free-report

Ledyard National Bank Invests $244,000 in Broadridge Financial Solutions, Inc. (NYSE:BR)

Ledyard National Bank Invests $244,000 in Broadridge Financial Solutions, Inc. (NYSE:BR)
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Canada
Douglas-richard-deschutter
Thomasp-carey
Raymond-james
Shufro-rose-co
Investor-communication-solutions
Exchange-commission
Silver-oak-securities-incorporated
Broadridge-financial-solutions-dividend-announcement
Broadridge-financial-solutions-price-performance
Ledyard-national-bank
Royal-bank

Merck & Co., Inc. (NYSE:MRK) Shares Sold by Shufro Rose & Co. LLC

Shufro Rose & Co. LLC trimmed its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,299 shares of the company’s stock after selling 500 shares during the quarter. Shufro Rose & […]

Connecticut
United-states
Gardasil
Joseph-romanelli
Societe-generale
Steven-mizell
First-bankers-trust
Barclays
Exchange-commission
Town-country-bank-trust
Animal-health
Quarter-for-merck-co-inc

Shufro Rose & Co. LLC Decreases Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Shufro Rose & Co. LLC lessened its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 150,594 shares of the wireless technology company’s stock after selling 753 shares during the quarter. QUALCOMM accounts for […]

Piper-sandler
Neil-martin
Jamesh-thompson
Qualcomm
Vanguard-group-inc
Qualcomm-technology-licensing
Morgan-stanley
Northern-trust-corp
York-mellon-corp
Invesco-ltd
Jpmorgan-chase-co
Nasdaq

Shufro Rose & Co. LLC Has $2.07 Million Holdings in Pfizer Inc. (NYSE:PFE)

Shufro Rose & Co. LLC cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 71,746 shares of the biopharmaceutical company’s stock after selling 400 shares during the quarter. Shufro Rose & Co. LLC’s […]

United-states
Pfizer
Shufro-rose-co
Briaud-financial-planning-inc
Mizuho-securities-co
Goalvest-advisory
Pfizer-inc
Cantor-fitzgerald
Visionpoint-advisory-group
Shufro-rose
Free-report

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