Nicholson Wealth Management Group LLC bought a new position in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,634 shares of the company’s stock, valued at approximately $270,000. […]

Nicholson Wealth Management Group LLC acquired a new stake in United Bankshares, Inc. (NASDAQ:UBSI – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 76,784 shares of the financial services provider’s stock, valued at approximately $2,849,000. United Bankshares comprises about 2.3% of Nicholson […]

Schwartz Investment Counsel Inc. reduced its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 35.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 361,628 shares of the financial services provider’s stock after selling […]

Pinnacle West Asset Management Inc. grew its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 1.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,536 shares of the asset manager’s stock after buying an additional 40 shares during the period. […]

RiverTree Advisors LLC acquired a new stake in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 8,911 shares of the company’s stock, valued at approximately $337,000. Several other hedge funds and other […]

Jackson Wealth Management LLC grew its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 73.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,781 shares of the industrial products company’s stock after buying an additional 11,794 shares during the quarter. […]

Global Assets Advisory LLC bought a new position in shares of Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,200 shares of the company’s stock, valued at approximately $329,000. A number of […]

Cherry Creek Investment Advisors Inc. grew its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 2.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,021 shares of the company’s stock after buying an additional 58 shares during the quarter. Cherry Creek […]

Boyd Watterson Asset Management LLC OH raised its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 292.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,035 shares of the credit services provider’s stock […]

Grey Fox Wealth Advisors LLC grew its holdings in shares of Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG – Free Report) by 49.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,703 shares of the company’s stock after buying an additional 1,882 shares during the period. […]

International Assets Investment Management LLC acquired a new stake in Fidelity Momentum Factor ETF (NYSEARCA:FDMO – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,005,534 shares of the company’s stock, valued at approximately $665,080,000. International Assets Investment Management LLC owned approximately 30.94% of […]