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  • Mission Wealth Management LP Grows Position in General Mills, Inc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP raised its position in General Mills, Inc. by 13.9% during the third quarter, HoldingsChannel.com reports. The firm owned 8,396 shares of the company's stock after buying an additional 1,027 shares during the quarter. Mission Wealth Management LP's holdings in General Mills were worth $643,000 at the end...
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  • Csenge Advisory Group Buys 95 Shares of Novo Nordisk A/S

    1 month ago - By ETF Daily News

    Csenge Advisory Group boosted its stake in Novo Nordisk A/S by 3.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,542 shares of the company's stock after purchasing an additional 95 shares during the period. Csenge Advisory Group's holdings in Novo Nordisk A/S were worth $253,000 as of its most...
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  • Mission Wealth Management LP Increases Stake in Equinix, Inc

    1 month ago - By ETF Daily News

    Mission Wealth Management LP increased its position in Equinix, Inc. by 2.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 1,150 shares of the financial services provider's stock after purchasing an additional 24 shares during the period. Mission Wealth Management LP's holdings in Equinix were worth $654,000 as of its...
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  • Phillips 66 Shares Acquired by Mission Wealth Management LP

    1 month ago - By ETF Daily News

    Mission Wealth Management LP lifted its stake in shares of Phillips 66 by 12.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,929 shares of the oil and gas company's stock after acquiring an additional 788 shares during the...
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  • Carret Asset Management LLC Has $7.41 Million Stock Holdings in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Carret Asset Management LLC boosted its stake in Amazon.com, Inc. by 5.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 65,560 shares of the e-commerce giant's stock after buying an additional 3,260 shares during the period. Amazon.com makes up 1.1% of Carret Asset...
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  • VICI Properties Inc. Shares Purchased by Gateway Investment Advisers LLC

    1 month ago - By ETF Daily News

    Gateway Investment Advisers LLC raised its stake in shares of VICI Properties Inc. by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 23,597 shares of the company's stock after buying an additional 790 shares during...
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  • Mackenzie Financial Corp Buys 156,848 Shares of Amazon.com, Inc

    1 month ago - By ETF Daily News

    Mackenzie Financial Corp raised its stake in Amazon.com, Inc. by 4.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,857,041 shares of the e-commerce giant's stock after purchasing an additional 156,848 shares during the period. Mackenzie Financial Corp's holdings...
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  • Peoples Financial Services CORP. Has $4.22 Million Stock Holdings in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Peoples Financial Services CORP. grew its position in Amazon.com, Inc. by 0.6% in the third quarter, HoldingsChannel.com reports. The firm owned 37,336 shares of the e-commerce giant's stock after acquiring an additional 229 shares during the period. Amazon.com accounts for approximately 2.2% of Peoples Financial Services CORP.'s investment portfolio, making the stock its 8th...
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  • HighTower Trust Company N.A. Takes Position in Amazon.com, Inc

    1 month ago - By ETF Daily News

    HighTower Trust Company N.A. purchased a new stake in Amazon.com, Inc. in the third quarter, Holdings Channel reports. The firm purchased 147,854 shares of the e-commerce giant's stock, valued at approximately $16,708,000. Amazon.com accounts for approximately 1.8% of HighTower Trust Company N.A.'s portfolio, making the stock its 7th biggest position. A number of other...
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  • Altria Group, Inc. Shares Acquired by Mission Wealth Management LP

    1 month ago - By ETF Daily News

    Mission Wealth Management LP boosted its stake in Altria Group, Inc. by 17.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,535 shares of the company's stock after acquiring an additional 2,756 shares during the period....
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  • BCS Wealth Management Has $1.15 Million Stock Holdings in Amazon.com, Inc

    1 month ago - By ETF Daily News

    BCS Wealth Management cut its position in Amazon.com, Inc. by 9.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 10,203 shares of the e-commerce giant's stock after selling 1,011 shares during the quarter. BCS Wealth Management's holdings in Amazon.com were worth $1,153,000 as of its most recent SEC filing. Several other large...
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  • Pinnacle Wealth Management Group Inc. Has $730,000 Stake in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Pinnacle Wealth Management Group Inc. reduced its stake in Amazon.com, Inc. by 4.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,460 shares of the e-commerce giant's stock after selling 300 shares during the quarter. Pinnacle Wealth Management Group Inc.'s holdings in Amazon.com...
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