• Wealth Dimensions Group Ltd. Sells 258 Shares of JPMorgan Chase & Co

    7 days ago - By ETF Daily News

    Wealth Dimensions Group Ltd. decreased its position in JPMorgan Chase & Co. by 3.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,293 shares of the financial services provider's stock after selling 258 shares during the...
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  • JPMorgan Chase & Co. Stake Reduced by SlateStone Wealth LLC

    7 days ago - By ETF Daily News

    SlateStone Wealth LLC cut its holdings in JPMorgan Chase & Co. by 8.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,782 shares of the financial services provider's stock after selling 1,973 shares during the quarter....
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  • JPMorgan Chase & Co. Shares Sold by Vista Wealth Management Group LLC

    7 days ago - By ETF Daily News

    Vista Wealth Management Group LLC decreased its stake in JPMorgan Chase & Co. by 11.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,930 shares of the financial services provider's stock after selling 362 shares during the quarter. Vista Wealth...
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  • Mutual of America Capital Management LLC Purchases 772 Shares of Covetrus, Inc

    7 days ago - By ETF Daily News

    Mutual of America Capital Management LLC grew its position in shares of Covetrus, Inc. by 5.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,890 shares of the company's stock after buying an additional 772 shares...
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  • Mutual of America Capital Management LLC Buys 296 Shares of Horace Mann Educators Co

    7 days ago - By ETF Daily News

    Mutual of America Capital Management LLC boosted its stake in shares of Horace Mann Educators Co. by 5.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,964 shares of the insurance provider's stock after buying an additional...
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  • GCP Applied Technologies Inc. Shares Purchased by Mutual of America Capital Management LLC

    7 days ago - By ETF Daily News

    Mutual of America Capital Management LLC raised its position in GCP Applied Technologies Inc. by 6.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,777 shares of the construction company's stock after acquiring an additional 446 shares...
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  • Johnson & Johnson Shares Purchased by Sterling Investment Advisors Ltd

    7 days ago - By ETF Daily News

    Sterling Investment Advisors Ltd. increased its holdings in Johnson & Johnson by 2.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,608 shares of the company's stock after buying an additional 1,620 shares during...
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  • International Assets Investment Management LLC Purchases 30,124 Shares of Johnson & Johnson

    7 days ago - By ETF Daily News

    International Assets Investment Management LLC lifted its position in Johnson & Johnson by 185.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,357 shares of the company's stock after acquiring an additional 30,124 shares...
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  • National Asset Management Inc. Acquires Shares of 20,000 Enservco Co

    7 days ago - By ETF Daily News

    National Asset Management Inc. acquired a new stake in Enservco Co. during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 20,000 shares of the oil and gas producer's stock, valued at approximately $54,000. National Asset Management Inc. owned...
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  • National Asset Management Inc. Invests $39,000 in Global Cord Blood Co

    7 days ago - By ETF Daily News

    National Asset Management Inc. acquired a new position in shares of Global Cord Blood Co. in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 10,050 shares of the medical research company's stock, valued at approximately $39,000. A number of other institutional investors...
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  • Microsoft Co. Shares Bought by Security Financial Services INC

    7 days ago - By ETF Daily News

    Security Financial Services INC. raised its holdings in shares of Microsoft Co. by 2.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,255 shares of the software giant's stock after acquiring an additional 98 shares during...
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  • WESPAC Advisors LLC Has $877,000 Holdings in Microsoft Co

    7 days ago - By ETF Daily News

    WESPAC Advisors LLC increased its holdings in shares of Microsoft Co. by 14.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,843 shares of the software giant's stock after buying an additional 365 shares during the quarter. WESPAC Advisors LLC's...
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  • IVC Wealth Advisors LLC Grows Stock Holdings in Microsoft Co

    7 days ago - By ETF Daily News

    IVC Wealth Advisors LLC increased its stake in shares of Microsoft Co. by 12.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,544 shares of the software giant's stock after purchasing an additional 274 shares during the period. IVC Wealth...
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  • Fortem Financial Group LLC Sells 385 Shares of Microsoft Co

    7 days ago - By ETF Daily News

    Fortem Financial Group LLC lowered its stake in shares of Microsoft Co. by 3.3% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 11,243 shares of the software giant's stock after selling 385 shares during the period. Microsoft makes up approximately 1.5% of...
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  • Microsoft Co. Shares Acquired by Pettinga Financial Advisors LLC

    7 days ago - By ETF Daily News

    Pettinga Financial Advisors LLC lifted its position in shares of Microsoft Co. by 7.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,948 shares of the software giant's stock after buying an additional 288 shares during the period. Pettinga...
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  • Vahanian & Associates Financial Planning Inc. Reduces Stock Holdings in Microsoft Co

    7 days ago - By ETF Daily News

    Vahanian & Associates Financial Planning Inc. lowered its stake in shares of Microsoft Co. by 56.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,413 shares of the software giant's stock after selling 6,940 shares during the quarter. Microsoft comprises...
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  • Long Run Wealth Advisors LLC Has $4.44 Million Stock Position in Microsoft Co

    7 days ago - By ETF Daily News

    Long Run Wealth Advisors LLC decreased its stake in shares of Microsoft Co. by 0.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,414 shares of the software giant's stock after selling 132 shares during...
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  • Microsoft Co. Stake Increased by Consolidated Capital Management LLC

    7 days ago - By ETF Daily News

    Consolidated Capital Management LLC raised its holdings in Microsoft Co. by 0.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 46,549 shares of the software giant's stock after acquiring an additional 312 shares during the period....
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  • Microsoft Co. Shares Bought by Tamar Securities LLC

    7 days ago - By ETF Daily News

    Tamar Securities LLC increased its holdings in Microsoft Co. by 27.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 60,000 shares of the software giant's stock after purchasing an additional 13,101 shares during the quarter. Microsoft accounts for about 5.2%...
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  • Blodgett Wealth Advisors LLC Purchases 238 Shares of Microsoft Co

    7 days ago - By ETF Daily News

    Blodgett Wealth Advisors LLC grew its stake in Microsoft Co. by 0.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,421 shares of the software giant's stock after purchasing an additional 238 shares during the quarter. Microsoft makes...
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