Chicago Partners Investment Group LLC grew its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,160 shares of the CRM provider’s stock after purchasing an additional 95 shares...

Chicago Partners Investment Group LLC decreased its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 44,069 shares of the exchange traded fund’s stock after selling 2,745 shares during the period. Chicago Partners […]

Chicago Partners Investment Group LLC cut its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 32,246 shares of the financial services provider’s stock after selling 172 shares during the period. Chicago Partners Investment Group LLC’s holdings...

Peterson Wealth Management boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 39,461 shares of the company’s stock after acquiring an additional 172 shares during the quarter. iShares Core U.S. Aggregate Bond ETF...

Peterson Wealth Management reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,732 shares of the CRM provider’s stock after selling 103 shares during the quarter. Peterson Wealth Management’s holdings...

Neo Ivy Capital Management bought a new position in shares of Sarepta Therapeutics, Inc. (NASDAQ:SRPT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,038 shares of the biotechnology company’s stock, valued at approximately $197,000. A number...