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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 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 […]

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 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 […]

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 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 […]

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 […]

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. 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 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 […]

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 […]

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 […]