Chicago Wealth Management Inc. lowered its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 16.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,088 shares of the financial services provider’s stock after selling 219 shares during […]
Regal Investment Advisors LLC lifted its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 151.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,656 shares of the company’s stock after purchasing an additional 11,845 shares […]
Security National Bank purchased a new stake in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,272 shares of the investment management company’s stock, valued at approximately $66,000. A number of other […]
Security National Bank acquired a new position in American Express (NYSE:AXP) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 600 shares of the payment services company’s stock, valued at approximately $112,000. Several other institutional investors also recently modified their holdings of AXP. Hexagon Capital […]
Sprinkle Financial Consultants LLC bought a new stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 40,228 shares of the company’s stock, valued at approximately $2,458,000. JPMorgan Active Growth ETF accounts for about 2.5% of Sprinkle […]