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Image about Simplicity Wealth LLC Lowers Holdings in Duke Energy Co. (NYSE:DUK)

Simplicity Wealth LLC Lowers Holdings in Duke Energy Co. (NYSE:DUK)

Simplicity Wealth LLC trimmed its position in Duke Energy Co. (NYSE:DUK – Free Report) by 91.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 2,034 shares of the utilities provider’s... More of this article »
Image about Livforsakringsbolaget Skandia Omsesidigt Has $283,000 Holdings in Packaging Co. of America (NYSE:PKG)

Livforsakringsbolaget Skandia Omsesidigt Has $283,000 Holdings in Packaging Co. of America (NYSE:PKG)

Livforsakringsbolaget Skandia Omsesidigt increased its position in shares of Packaging Co. of America (NYSE:PKG – Free Report) by 337.3% in the third quarter, according to its most recent disclosure with the Securities &... More of this article »
Image about Valeo Financial Advisors LLC Has $412,000 Position in Sysco Co. (NYSE:SYY)

Valeo Financial Advisors LLC Has $412,000 Position in Sysco Co. (NYSE:SYY)

Valeo Financial Advisors LLC increased its holdings in shares of Sysco Co. (NYSE:SYY – Free Report) by 19.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image about Simplicity Wealth LLC Cuts Holdings in CME Group Inc. (NASDAQ:CME)

Simplicity Wealth LLC Cuts Holdings in CME Group Inc. (NASDAQ:CME)

Simplicity Wealth LLC trimmed its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 93.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image about Ritholtz Wealth Management Sells 777 Shares of The Charles Schwab Co. (NYSE:SCHW)

Ritholtz Wealth Management Sells 777 Shares of The Charles Schwab Co. (NYSE:SCHW)

Ritholtz Wealth Management lessened its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image about Simplicity Wealth LLC Trims Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Simplicity Wealth LLC Trims Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Simplicity Wealth LLC decreased its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 88.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image about Ritholtz Wealth Management Boosts Stock Position in Parker-Hannifin Co. (NYSE:PH)

Ritholtz Wealth Management Boosts Stock Position in Parker-Hannifin Co. (NYSE:PH)

Ritholtz Wealth Management increased its position in Parker-Hannifin Co. (NYSE:PH – Free Report) by 88.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about Nucor Co. (NYSE:NUE) Shares Sold by Valeo Financial Advisors LLC

Nucor Co. (NYSE:NUE) Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC decreased its holdings in shares of Nucor Co. (NYSE:NUE – Free Report) by 15.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Purchased by Gateway Investment Advisers LLC

Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Purchased by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC raised its holdings in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 9.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Simplicity Wealth LLC Reduces Stock Holdings in Avery Dennison Co. (NYSE:AVY)

Simplicity Wealth LLC Reduces Stock Holdings in Avery Dennison Co. (NYSE:AVY)

Simplicity Wealth LLC reduced its stake in shares of Avery Dennison Co. (NYSE:AVY – Free Report) by 8.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,072 shares... More of this article »
Image about Ritholtz Wealth Management Trims Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Ritholtz Wealth Management Trims Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Ritholtz Wealth Management cut its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 21.4% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image about WealthBridge Capital Management LLC Has $1.39 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

WealthBridge Capital Management LLC Has $1.39 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

WealthBridge Capital Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 19.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image about Brookstone Capital Management Sells 223 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Brookstone Capital Management Sells 223 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Brookstone Capital Management lowered its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 17.9% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,025 shares of the company’s... More of this article »
Image about Ritholtz Wealth Management Boosts Stock Holdings in Waste Connections, Inc. (NYSE:WCN)

Ritholtz Wealth Management Boosts Stock Holdings in Waste Connections, Inc. (NYSE:WCN)

Ritholtz Wealth Management grew its position in Waste Connections, Inc. (NYSE:WCN – Free Report) by 92.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Valeo Financial Advisors LLC Reduces Position in Autodesk, Inc. (NASDAQ:ADSK)

Valeo Financial Advisors LLC Reduces Position in Autodesk, Inc. (NASDAQ:ADSK)

Valeo Financial Advisors LLC reduced its position in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 15.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »