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Image about Perigon Wealth Management LLC Reduces Stock Position in BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ)

Perigon Wealth Management LLC Reduces Stock Position in BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ)

Perigon Wealth Management LLC lessened its stake in BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ – Free Report) by 17.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image about Perigon Wealth Management LLC Increases Position in Nomura Holdings, Inc. (NYSE:NMR)

Perigon Wealth Management LLC Increases Position in Nomura Holdings, Inc. (NYSE:NMR)

Perigon Wealth Management LLC raised its position in shares of Nomura Holdings, Inc. (NYSE:NMR – Free Report) by 45.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about JPMorgan Chase & Co. (NYSE:JPM) Stock Position Trimmed by Kanawha Capital Management LLC

JPMorgan Chase & Co. (NYSE:JPM) Stock Position Trimmed by Kanawha Capital Management LLC

Kanawha Capital Management LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image about Perigon Wealth Management LLC Increases Stake in NextNav Inc. (NASDAQ:NN)

Perigon Wealth Management LLC Increases Stake in NextNav Inc. (NASDAQ:NN)

Perigon Wealth Management LLC raised its holdings in shares of NextNav Inc. (NASDAQ:NN – Free Report) by 41.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about Mosaic Family Wealth Partners LLC Has $1.04 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Mosaic Family Wealth Partners LLC Has $1.04 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Mosaic Family Wealth Partners LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 9.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image about Lloyds Banking Group plc (NYSE:LYG) Shares Sold by Perigon Wealth Management LLC

Lloyds Banking Group plc (NYSE:LYG) Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC trimmed its holdings in Lloyds Banking Group plc (NYSE:LYG – Free Report) by 10.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image about Kennedy Investment Group Sells 403 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Kennedy Investment Group Sells 403 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Kennedy Investment Group decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 7.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image about Wealthspan Partners LLC Lowers Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Wealthspan Partners LLC Lowers Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Wealthspan Partners LLC trimmed its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 8.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about MBE Wealth Management LLC Acquires 117 Shares of JPMorgan Chase & Co. (NYSE:JPM)

MBE Wealth Management LLC Acquires 117 Shares of JPMorgan Chase & Co. (NYSE:JPM)

MBE Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,672 shares of the financial services... More of this article »
Image about Cerity Partners LLC Purchases 49,217 Shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG)

Cerity Partners LLC Purchases 49,217 Shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG)

Cerity Partners LLC lifted its holdings in Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 21.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Cerity Partners LLC Increases Position in Church & Dwight Co., Inc. (NYSE:CHD)

Cerity Partners LLC Increases Position in Church & Dwight Co., Inc. (NYSE:CHD)

Cerity Partners LLC raised its holdings in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 164.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Cerity Partners LLC Raises Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Cerity Partners LLC Raises Stock Holdings in iShares MSCI EAFE Growth ETF (BATS:EFG)

Cerity Partners LLC raised its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 19.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image about Cerity Partners LLC Has $2.33 Million Stock Holdings in Watsco, Inc. (NYSE:WSO)

Cerity Partners LLC Has $2.33 Million Stock Holdings in Watsco, Inc. (NYSE:WSO)

Cerity Partners LLC increased its position in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 653.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image about Exelon Co. (NASDAQ:EXC) Position Boosted by Cerity Partners LLC

Exelon Co. (NASDAQ:EXC) Position Boosted by Cerity Partners LLC

Cerity Partners LLC boosted its position in Exelon Co. (NASDAQ:EXC – Free Report) by 51.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image about BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU) Stock Holdings Increased by Cerity Partners LLC

BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU) Stock Holdings Increased by Cerity Partners LLC

Cerity Partners LLC raised its holdings in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) by 281.7% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »