RFG Advisory LLC Acquires 1,392 Shares of American Express

Jan 25, 2025 · RFG Advisory LLC raised its holdings in American Express (NYSE:AXP - Free Report) by 14.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,194 shares of the payment services company's stock after …

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RFG Advisory LLC Acquires 1,392 Shares Of American Express

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RFG Advisory LLC Purchases 1,693 Shares Of JPMorgan Chase

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Jan 29, 2025 · RFG Advisory LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 5.9% in the 4th quarter, according to its most recent 13F filing with the …

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RFG Advisory LLC Acquires 1,287 Shares Of Chubb Limited

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Jan 27, 2025 · RFG Advisory LLC grew its holdings in shares of Chubb Limited (NYSE:CB - Free Report) by 111.4% during the 4th quarter, according to its most recent Form 13F filing with the …

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RFG Advisory LLC Has $566,000 Stock Holdings In IShares Core …

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Jan 28, 2025 · The fund owned 5,046 shares of the exchange traded fund’s stock after selling 828 shares during the quarter. RFG Advisory LLC’s holdings in iShares Core High Dividend ETF …

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RFG Advisory LLC Acquires 1,141 Shares Of Synopsys, Inc

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Jan 25, 2025 · RFG Advisory LLC grew its holdings in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 33.3% during the fourth quarter, according to its most recent 13F filing with …

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RFG Advisory LLC Acquires 3,282 Shares Of MetLife, Inc

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Jan 27, 2025 · RFG Advisory LLC grew its stake in MetLife, Inc. (NYSE:MET - Free Report) by 49.7% in the fourth quarter, according to its most recent disclosure with the Securities and …

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Analog Devices, Inc. (NASDAQ:ADI) Shares Acquired By RFG …

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Jan 28, 2025 · RFG Advisory LLC lifted its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing …

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RFG Advisory LLC Makes New $646,000 Investment In SoFi

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Jan 27, 2025 · RFG Advisory LLC bought a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the fourth quarter, according to the company in its most …

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FAQs about RFG Advisory LLC Acquires 1,392 Shares of American Express Coupon?

How many shares did RFG Advisory LLC own in DNP select Income Fund?

The institutional investor owned 26,984 shares of the investment management company’s stock after purchasing an additional 13,789 shares during the quarter. RFG Advisory LLC’s holdings in DNP Select Income Fund were worth $238,000 as of its most recent filing with the Securities and Exchange Commission. ...

Who owns RFG advisory?

RFG Advisory, the Birmingham, Ala.-based hybrid RIA platform with about $4 billion in assets under management and 100 advisors, has sold a majority stake in the firm to Long Ridge Equity Partners, the private equity firm that previously backed Carson Group before selling its stake to Bain Capital in 2021. ...

Does RFG Advisory LLC own Expedia Group?

RFG Advisory LLC purchased a new stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,347 shares of the online travel company’s stock, valued at approximately $251,000. ...

Does RFG Advisory LLC own PulteGroup?

RFG Advisory LLC grew its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 45.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,153 shares of the construction company’s stock after acquiring an additional 677 shares during the period. ...

Does RFG Advisory LLC own iShares Core high dividend ETF?

RFG Advisory LLC lowered its stake in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 14.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,046 shares of the exchange traded fund’s stock after selling 828 shares during the quarter. ...

What's going on at RFG?

Shannon Spotswood, who joined RFG in 2015 as president, said most of the capital would be invested back into the company, adding talent across investment management, technology, business development, branding and marketing, and advisor coaching functions. It will also go toward improving the tech stack and recruiting new advisors to the firm. ...