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Barry Investment Advisors LLC Increases Position in Easterly Government Properties, Inc. (NYSE:DEA)

Barry Investment Advisors LLC lifted its holdings in Easterly Government Properties, Inc. (NYSE:DEA) by 3.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 366,488 shares of the real estate investment trust’s stock after purchasing an additional 13,103 shares during […]

Barry Investment Advisors LLC Sells 188 Shares of Archer-Daniels-Midland Company (NYSE:ADM)

Barry Investment Advisors LLC reduced its position in shares of Archer-Daniels-Midland Company (NYSE:ADM) by 1.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,090 shares of the company’s stock after selling 188 shares during the period. Barry Investment Advisors […]

Barry Investment Advisors LLC Sells 188 Shares of Archer-Daniels-Midland Company (NYSE:ADM)

Barry Investment Advisors LLC decreased its holdings in shares of Archer-Daniels-Midland Company (NYSE:ADM) by 1.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,090 shares of the company’s stock after selling 188 shares during the quarter. Barry Investment Advisors LLC’s holdings in […]

Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by Barry Investment Advisors LLC

Barry Investment Advisors LLC cut its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 22.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,560 shares of the company’s stock after selling 4,399 shares during the period. Barry […]

Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by Barry Investment Advisors LLC

Barry Investment Advisors LLC lowered its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 22.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,560 shares of the company’s stock after selling 4,399 shares during the quarter. Barry Investment Advisors LLC’s holdings in Schwab U.S. […]

Japan Smaller Capitalization Fund, Inc. (NYSE:JOF) Shares Sold by Barry Investment Advisors LLC

Barry Investment Advisors LLC cut its holdings in shares of Japan Smaller Capitalization Fund, Inc. (NYSE:JOF) by 2.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 945,736 shares of the company’s stock after selling 20,039 shares during the period. Japan Smaller Capitalization Fund […]

Barry Investment Advisors LLC Lowers Stake in JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ)

Barry Investment Advisors LLC lowered its position in shares of JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ) by 9.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 160,787 shares of the exchange traded fund’s stock after selling 16,511 shares during the quarter. Barry […]

Barry Investment Advisors LLC Decreases Stock Holdings in JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ)

Barry Investment Advisors LLC trimmed its position in shares of JPMorgan Alerian MLP Index ETN (NYSEARCA:AMJ) by 9.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 160,787 shares of the exchange traded fund’s stock after selling 16,511 shares during the quarter. Barry Investment Advisors […]

Barry Investment Advisors LLC Cuts Holdings in Japan Smaller Capitalization Fund, Inc. (NYSE:JOF)

Barry Investment Advisors LLC decreased its position in Japan Smaller Capitalization Fund, Inc. (NYSE:JOF) by 2.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 945,736 shares of the company’s stock after selling 20,039 shares during the period. Japan Smaller Capitalization Fund comprises 2.4% of […]

Landsberg Bennett & Dubbaneh LLC Invests $7.42 Million in ProShares Short 20+ Year Treasury (NYSEARCA:TBF)

Landsberg Bennett & Dubbaneh LLC purchased a new position in ProShares Short 20+ Year Treasury (NYSEARCA:TBF) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 414,985 shares of the company’s stock, valued at approximately $7,416,000. ProShares Short 20+ Year Treasury […]

Solitude Financial Services Sells 1,625 Shares of American Express (NYSE:AXP)

Solitude Financial Services reduced its position in shares of American Express (NYSE:AXP) by 9.8% in the 1st quarter, HoldingsChannel reports. The firm owned 15,028 shares of the payment services company’s stock after selling 1,625 shares during the period. American Express accounts for about 1.7% of Solitude Financial Services’ investment portfolio, making the stock its 19th […]

Solitude Financial Services Reduces Stock Position in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM)

Solitude Financial Services lowered its stake in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) by 16.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,792 shares of the company’s stock after selling 7,500 shares during the quarter. Solitude Financial Services’ holdings in Invesco BulletShares […]

United Bankshares, Inc. (NASDAQ:UBSI) Position Raised by Peoples Bank OH

Peoples Bank OH increased its position in shares of United Bankshares, Inc. (NASDAQ:UBSI) by 4.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,387 shares of the financial services provider’s stock after purchasing an additional 371 shares […]

Argus Investors Counsel Inc. Takes Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Argus Investors Counsel Inc. purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,095 shares of the company’s stock, valued at approximately $299,000. Several other institutional investors and hedge […]

Wells Fargo & Company (NYSE:WFC) Given New $50.00 Price Target at Raymond James

Wells Fargo & Company (NYSE:WFC) had its price objective raised by research analysts at Raymond James from $42.00 to $50.00 in a research note issued on Wednesday, Benzinga reports. The brokerage currently has an “outperform” rating on the financial services provider’s stock. Raymond James’ price objective suggests a potential upside of 17.54% from the company’s […]

Aflac Incorporated (NYSE:AFL) Shares Sold by WBH Advisory Inc.

WBH Advisory Inc. decreased its position in shares of Aflac Incorporated (NYSE:AFL) by 2.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,622 shares of the financial services provider’s stock after selling 200 shares during the quarter. WBH Advisory Inc.’s holdings in […]

WBH Advisory Inc. Buys 281 Shares of Pimco Total Return ETF (NYSEARCA:BOND)

WBH Advisory Inc. lifted its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND) by 5.7% during the first quarter, HoldingsChannel.com reports. The fund owned 5,218 shares of the exchange traded fund’s stock after buying an additional 281 shares during the quarter. WBH Advisory Inc.’s holdings in Pimco Total Return ETF were worth $571,000 at […]

Visa Inc. (NYSE:V) Position Boosted by WBH Advisory Inc.

WBH Advisory Inc. lifted its stake in shares of Visa Inc. (NYSE:V) by 67.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,434 shares of the credit-card processor’s stock after purchasing an additional 6,231 shares during the period. WBH Advisory Inc.’s holdings in Visa were […]

Creative Financial Designs Inc. ADV Grows Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Creative Financial Designs Inc. ADV grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 45.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,738 shares of the company’s stock after purchasing an additional 3,052 shares during the period. Creative Financial Designs Inc. ADV’s holdings in Schwab U.S. Large-Cap […]

International Flavors & Fragrances Inc. (NYSE:IFF) Shares Sold by Creative Financial Designs Inc. ADV

Creative Financial Designs Inc. ADV cut its stake in International Flavors & Fragrances Inc. (NYSE:IFF) by 53.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,209 shares of the specialty chemicals company’s stock after selling 3,719 shares during the period. Creative Financial Designs Inc. ADV’s holdings in International Flavors & Fragrances were […]

Creative Financial Designs Inc. ADV Has $710,000 Stock Holdings in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Creative Financial Designs Inc. ADV trimmed its stake in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG) by 14.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,454 shares of the company’s stock after selling 1,570 shares during […]

Royal London Asset Management Ltd. Acquires 162,872 Shares of Apple Inc. (NASDAQ:AAPL)

Royal London Asset Management Ltd. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.0% during the first quarter, HoldingsChannel.com reports. The firm owned 8,109,901 shares of the iPhone maker’s stock after acquiring an additional 162,872 shares during the quarter. Apple makes up about 4.6% of Royal London Asset Management Ltd.’s holdings, making the […]

GPS Wealth Strategies Group LLC Makes New $67,000 Investment in Fiserv, Inc. (NASDAQ:FISV)

GPS Wealth Strategies Group LLC purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 565 shares of the business services provider’s stock, valued at approximately $67,000. Other institutional investors and hedge funds have also […]

Golden Green Inc. Sells 10,366 Shares of Apple Inc. (NASDAQ:AAPL)

Golden Green Inc. lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 11.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 81,824 shares of the iPhone maker’s stock after selling 10,366 shares during the period. Apple comprises approximately 8.6% of Golden Green […]

Walkner Condon Financial Advisors LLC Has $6.06 Million Stock Position in Apple Inc. (NASDAQ:AAPL)

Walkner Condon Financial Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL) by 2.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,604 shares of the iPhone maker’s stock after purchasing an additional 1,068 shares during the quarter. Apple accounts for approximately 2.4% […]