Cypress Wealth Services LLC trimmed its position in iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 19.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,741 shares of the company’s stock after selling 2,341 shares during the quarter. Cypress Wealth Services LLC’s […]

Watts Gwilliam & Co. LLC bought a new position in AppLovin Co. (NASDAQ:APP – Free Report) during the third quarter, HoldingsChannel.com reports. The fund bought 35,613 shares of the company’s stock, valued at approximately $5,111,000. AppLovin comprises about 1.1% of Watts Gwilliam & Co. LLC’s holdings, making the stock its 21st largest holding. Several other […]

Marcum Wealth LLC cut its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 12.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 3,417 shares of the company’s stock after selling 508 shares during the quarter. Marcum Wealth LLC’s holdings in American Electric Power were worth $351,000 as of its most […]

TAP Consulting LLC raised its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,388 shares of the company’s stock after purchasing an additional 75 shares during the period. TAP Consulting LLC’s holdings […]

Quotient Wealth Partners LLC trimmed its position in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 18.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,545 shares of the financial services provider’s stock after selling 356 shares during the period. Quotient […]

CCM Investment Advisers LLC raised its stake in Phillips 66 (NYSE:PSX – Free Report) by 15.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 105,150 shares of the oil and gas company’s stock after purchasing an additional 14,425 shares during the quarter. CCM Investment Advisers LLC’s holdings […]