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Image about Mission Wealth Management LP Has $130,000 Holdings in Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG)

Mission Wealth Management LP Has $130,000 Holdings in Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG)

Mission Wealth Management LP grew its holdings in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 24.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image about Kestra Private Wealth Services LLC Acquires 3,512 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF)

Kestra Private Wealth Services LLC Acquires 3,512 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF)

Kestra Private Wealth Services LLC raised its holdings in shares of Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF – Free Report) by 9.6% in the 4th quarter, according to the company in its most recent... More of this article »
Image about 2,271 Shares in iShares U.S. Real Estate ETF (NYSEARCA:IYR) Purchased by Brighton Jones LLC

2,271 Shares in iShares U.S. Real Estate ETF (NYSEARCA:IYR) Purchased by Brighton Jones LLC

Brighton Jones LLC purchased a new stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Brighton Jones LLC Makes New $207,000 Investment in iShares National Muni Bond ETF (NYSEARCA:MUB)

Brighton Jones LLC Makes New $207,000 Investment in iShares National Muni Bond ETF (NYSEARCA:MUB)

Brighton Jones LLC acquired a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 1,909 shares of... More of this article »
Image about The Interpublic Group of Companies, Inc. (NYSE:IPG) Shares Bought by Kestra Private Wealth Services LLC

The Interpublic Group of Companies, Inc. (NYSE:IPG) Shares Bought by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC grew its holdings in shares of The Interpublic Group of Companies, Inc. (NYSE:IPG – Free Report) by 36.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image about Mission Wealth Management LP Acquires 309 Shares of Occidental Petroleum Co. (NYSE:OXY)

Mission Wealth Management LP Acquires 309 Shares of Occidental Petroleum Co. (NYSE:OXY)

Mission Wealth Management LP lifted its holdings in shares of Occidental Petroleum Co. (NYSE:OXY – Free Report) by 9.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,614 shares... More of this article »
Image about Mission Wealth Management LP Makes New Investment in HSBC Holdings plc (NYSE:HSBC)

Mission Wealth Management LP Makes New Investment in HSBC Holdings plc (NYSE:HSBC)

Mission Wealth Management LP acquired a new stake in HSBC Holdings plc (NYSE:HSBC – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,196... More of this article »
Image about Kestra Private Wealth Services LLC Sells 1,372 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Kestra Private Wealth Services LLC Sells 1,372 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Kestra Private Wealth Services LLC trimmed its holdings in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 20.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about Mission Wealth Management LP Makes New Investment in Blue Owl Capital Co. (NYSE:OBDC)

Mission Wealth Management LP Makes New Investment in Blue Owl Capital Co. (NYSE:OBDC)

Mission Wealth Management LP acquired a new stake in shares of Blue Owl Capital Co. (NYSE:OBDC – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired... More of this article »
Image about Brighton Jones LLC Buys Shares of 3,998 Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Brighton Jones LLC Buys Shares of 3,998 Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Brighton Jones LLC purchased a new stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image about Occidental Petroleum Co. (NYSE:OXY) Shares Bought by Kestra Private Wealth Services LLC

Occidental Petroleum Co. (NYSE:OXY) Shares Bought by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC raised its position in Occidental Petroleum Co. (NYSE:OXY – Free Report) by 12.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image about 6,370 Shares in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT) Purchased by Brighton Jones LLC

6,370 Shares in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT) Purchased by Brighton Jones LLC

Brighton Jones LLC purchased a new stake in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image about Brighton Jones LLC Purchases Shares of 3,276 Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Brighton Jones LLC Purchases Shares of 3,276 Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Brighton Jones LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image about 921 Shares in Arista Networks, Inc. (NYSE:ANET) Purchased by Mission Wealth Management LP

921 Shares in Arista Networks, Inc. (NYSE:ANET) Purchased by Mission Wealth Management LP

Mission Wealth Management LP acquired a new stake in Arista Networks, Inc. (NYSE:ANET – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Kestra Private Wealth Services LLC Purchases 1,655 Shares of Prudential Financial, Inc. (NYSE:PRU)

Kestra Private Wealth Services LLC Purchases 1,655 Shares of Prudential Financial, Inc. (NYSE:PRU)

Kestra Private Wealth Services LLC lifted its position in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 29.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »