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Image about Foundations Investment Advisors LLC Sells 2,928 Shares of Kinder Morgan, Inc. (NYSE:KMI)

Foundations Investment Advisors LLC Sells 2,928 Shares of Kinder Morgan, Inc. (NYSE:KMI)

Foundations Investment Advisors LLC lessened its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 15.7% during the 4th quarter, HoldingsChannel reports. The fund owned 15,706 shares of the pipeline company’s... More of this article »
Image about OMNI 360 Wealth Inc. Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

OMNI 360 Wealth Inc. Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

OMNI 360 Wealth Inc. bought a new position in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image about Oxbow Advisors LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)

Oxbow Advisors LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)

Oxbow Advisors LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image about Bedel Financial Consulting Inc. Sells 1,206 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Bedel Financial Consulting Inc. Sells 1,206 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Bedel Financial Consulting Inc. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image about WMG Financial Advisors LLC Acquires Shares of 1,762 JPMorgan Chase & Co. (NYSE:JPM)

WMG Financial Advisors LLC Acquires Shares of 1,762 JPMorgan Chase & Co. (NYSE:JPM)

WMG Financial Advisors LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to its most recent filing with the SEC. The fund bought 1,762 shares of the financial services... More of this article »
Image about Princeton Capital Management LLC Boosts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Princeton Capital Management LLC Boosts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Princeton Capital Management LLC raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image about Janney Montgomery Scott LLC Makes New $8 Million Investment in Fiserv, Inc. (NYSE:FI)

Janney Montgomery Scott LLC Makes New $8 Million Investment in Fiserv, Inc. (NYSE:FI)

Janney Montgomery Scott LLC purchased a new stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Image about Foundations Investment Advisors LLC Acquires Shares of 2,170 Discover Financial Services (NYSE:DFS)

Foundations Investment Advisors LLC Acquires Shares of 2,170 Discover Financial Services (NYSE:DFS)

Foundations Investment Advisors LLC bought a new position in Discover Financial Services (NYSE:DFS) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image about PPL Co. (NYSE:PPL) Shares Acquired by Panagora Asset Management Inc.

PPL Co. (NYSE:PPL) Shares Acquired by Panagora Asset Management Inc.

Panagora Asset Management Inc. increased its stake in shares of PPL Co. (NYSE:PPL – Free Report) by 7.9% in the 4th quarter, HoldingsChannel reports. The firm owned 122,752 shares of the utilities provider’s stock after... More of this article »
Image about JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Meridian Wealth Management LLC

JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Meridian Wealth Management LLC

Meridian Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 178,990 shares of the financial services provider’s... More of this article »
Image about Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Meridian Wealth Management LLC

Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Meridian Wealth Management LLC

Meridian Wealth Management LLC cut its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 49.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image about Almanack Investment Partners LLC. Sells 192 Shares of NVIDIA Co. (NASDAQ:NVDA)

Almanack Investment Partners LLC. Sells 192 Shares of NVIDIA Co. (NASDAQ:NVDA)

Almanack Investment Partners LLC. reduced its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image about IDEX Co. (NYSE:IEX) Stock Position Trimmed by Vanguard Personalized Indexing Management LLC

IDEX Co. (NYSE:IEX) Stock Position Trimmed by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC decreased its position in IDEX Co. (NYSE:IEX – Free Report) by 7.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,839 shares of the industrial products company’s... More of this article »
Image about NVIDIA Co. (NASDAQ:NVDA) Shares Purchased by Avantax Advisory Services Inc.

NVIDIA Co. (NASDAQ:NVDA) Shares Purchased by Avantax Advisory Services Inc.

Avantax Advisory Services Inc. boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image about Vanguard Personalized Indexing Management LLC Reduces Stock Holdings in Atmos Energy Co. (NYSE:ATO)

Vanguard Personalized Indexing Management LLC Reduces Stock Holdings in Atmos Energy Co. (NYSE:ATO)

Vanguard Personalized Indexing Management LLC lessened its holdings in shares of Atmos Energy Co. (NYSE:ATO – Free Report) by 14.0% in the 4th quarter, HoldingsChannel reports. The firm owned 9,495 shares of the utilities provider’s... More of this article »