Home » Archive for March 24th, 2023
Allworth Financial LP Has $1.52 Million Position in The Goldman Sachs Group, Inc. (NYSE:GS)
Allworth Financial LP lowered its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 15.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Merit Financial Group LLC Buys 5,978 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Merit Financial Group LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 12.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hexagon Capital Partners LLC Sells 214 Shares of The TJX Companies, Inc. (NYSE:TJX)
Hexagon Capital Partners LLC lowered its position in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 13.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
First Heartland Consultants Inc. Increases Position in JPMorgan Chase & Co. (NYSE:JPM)
First Heartland Consultants Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 28.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,293 shares of... More of this article »
AdvisorNet Financial Inc Sells 1,919 Shares of JPMorgan Chase & Co. (NYSE:JPM)
AdvisorNet Financial Inc lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Mutual Advisors LLC Increases Position in Morgan Stanley (NYSE:MS)
Mutual Advisors LLC increased its position in shares of Morgan Stanley (NYSE:MS – Get Rating) by 13.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
New England Professional Planning Group Inc. Invests $201,000 in JPMorgan Chase & Co. (NYSE:JPM)
New England Professional Planning Group Inc. acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Joule Financial LLC Grows Position in JPMorgan Chase & Co. (NYSE:JPM)
Joule Financial LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 6.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,035 shares of the... More of this article »
Northside Capital Management LLC Has $919,000 Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Northside Capital Management LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 1.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,850 shares... More of this article »
E&G Advisors LP Has $4.47 Million Holdings in JPMorgan Chase & Co. (NYSE:JPM)
E&G Advisors LP cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Burns J W & Co. Inc. NY Reduces Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Burns J W & Co. Inc. NY trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 81,298 shares... More of this article »
Gofen & Glossberg LLC IL Sells 621 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Gofen & Glossberg LLC IL lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Beacon Investment Advisory Services Inc. Increases Stock Position in Alphabet Inc. (NASDAQ:GOOG)
Beacon Investment Advisory Services Inc. boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 32.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Gofen & Glossberg LLC IL Has $77.17 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)
Gofen & Glossberg LLC IL cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 869,757... More of this article »
Burns J W & Co. Inc. NY Sells 310 Shares of Alphabet Inc. (NASDAQ:GOOG)
Burns J W & Co. Inc. NY decreased its holdings in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 0.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by E&G Advisors LP
E&G Advisors LP decreased its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 14.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Dynamic Advisor Solutions LLC Sells 2,306 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
Dynamic Advisor Solutions LLC cut its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 45.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Searcy Financial Services Inc. ADV Invests $6.87 Million in Alphabet Inc. (NASDAQ:GOOG)
Searcy Financial Services Inc. ADV acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Heartland Consultants Inc. Has $1.54 Million Position in Alphabet Inc. (NASDAQ:GOOG)
First Heartland Consultants Inc. lessened its position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 33.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Wells Fargo & Company (NYSE:WFC) Shares Sold by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC cut its stake in Wells Fargo & Company (NYSE:WFC) by 4.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,991 shares... More of this article »
Prologis, Inc. (NYSE:PLD) Holdings Boosted by Allworth Financial LP
Allworth Financial LP boosted its holdings in Prologis, Inc. (NYSE:PLD – Get Rating) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
First Heartland Consultants Inc. Makes New Investment in Stryker Co. (NYSE:SYK)
First Heartland Consultants Inc. purchased a new stake in Stryker Co. (NYSE:SYK – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Allworth Financial LP Increases Holdings in Broadcom Inc. (NASDAQ:AVGO)
Allworth Financial LP raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Get Rating) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
First Heartland Consultants Inc. Makes New $217,000 Investment in Fifth Third Bancorp (NASDAQ:FITB)
First Heartland Consultants Inc. acquired a new position in shares of Fifth Third Bancorp (NASDAQ:FITB – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Hennion & Walsh Asset Management Inc. Increases Stake in Iron Mountain Incorporated (NYSE:IRM)
Hennion & Walsh Asset Management Inc. grew its position in shares of Iron Mountain Incorporated (NYSE:IRM – Get Rating) by 148.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Allworth Financial LP Grows Position in WEC Energy Group, Inc. (NYSE:WEC)
Allworth Financial LP boosted its holdings in WEC Energy Group, Inc. (NYSE:WEC – Get Rating) by 40.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,558 shares... More of this article »
Gateway Investment Advisers LLC Raises Holdings in McKesson Co. (NYSE:MCK)
Gateway Investment Advisers LLC increased its position in McKesson Co. (NYSE:MCK – Get Rating) by 138.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Cadent Capital Advisors LLC Sells 539 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Cadent Capital Advisors LLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 11.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Buys 2,248 Shares of Shopify Inc. (NYSE:SHOP)
Dynamic Advisor Solutions LLC lifted its stake in Shopify Inc. (NYSE:SHOP – Get Rating) (TSE:SHOP) by 12.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Shares Bought by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC raised its stake in Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 66.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Hexagon Capital Partners LLC Has $104,000 Position in Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Hexagon Capital Partners LLC lowered its stake in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Get Rating) by 9.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
AdvisorNet Financial Inc Has $4.87 Million Stock Position in Johnson & Johnson (NYSE:JNJ)
AdvisorNet Financial Inc reduced its holdings in Johnson & Johnson (NYSE:JNJ – Get Rating) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Gofen & Glossberg LLC IL Invests $285,000 in Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Gofen & Glossberg LLC IL purchased a new position in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Joule Financial LLC Buys 119 Shares of Johnson & Johnson (NYSE:JNJ)
Joule Financial LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Hexagon Capital Partners LLC Trims Stock Position in General Mills, Inc. (NYSE:GIS)
Hexagon Capital Partners LLC lessened its holdings in General Mills, Inc. (NYSE:GIS – Get Rating) by 26.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Beacon Investment Advisory Services Inc. Sells 652 Shares of Realty Income Co. (NYSE:O)
Beacon Investment Advisory Services Inc. trimmed its position in Realty Income Co. (NYSE:O – Get Rating) by 11.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Merit Financial Group LLC Invests $1.09 Million in U.S. Bancorp (NYSE:USB)
Merit Financial Group LLC acquired a new position in shares of U.S. Bancorp (NYSE:USB – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired... More of this article »
United Parcel Service, Inc. (NYSE:UPS) Stake Lowered by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC reduced its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 4.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Marriott International, Inc. (NASDAQ:MAR) Shares Sold by Gofen & Glossberg LLC IL
Gofen & Glossberg LLC IL cut its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Get Rating) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Position Reduced by Focused Wealth Management Inc
Focused Wealth Management Inc cut its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 24.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Dynamic Advisor Solutions LLC Trims Stake in Deere & Company (NYSE:DE)
Dynamic Advisor Solutions LLC lowered its stake in shares of Deere & Company (NYSE:DE – Get Rating) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Buttonwood Financial Advisors Inc. Acquires 1,022 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Buttonwood Financial Advisors Inc. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 57,822... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Acquired by Mutual Advisors LLC
Mutual Advisors LLC boosted its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Get Rating) by 2.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Dynamic Advisor Solutions LLC Trims Stake in Deere & Company (NYSE:DE)
Dynamic Advisor Solutions LLC lowered its stake in shares of Deere & Company (NYSE:DE – Get Rating) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Dynamic Advisor Solutions LLC Acquires 248 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Dynamic Advisor Solutions LLC raised its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 10.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
First Heartland Consultants Inc. Acquires 465 Shares of Chevron Co. (NYSE:CVX)
First Heartland Consultants Inc. raised its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 7.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,684 shares... More of this article »
AdvisorNet Financial Inc Raises Position in Altria Group, Inc. (NYSE:MO)
AdvisorNet Financial Inc raised its holdings in shares of Altria Group, Inc. (NYSE:MO – Get Rating) by 3.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Genuine Parts (NYSE:GPC) Shares Sold by Hexagon Capital Partners LLC
Hexagon Capital Partners LLC reduced its holdings in shares of Genuine Parts (NYSE:GPC – Get Rating) by 27.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »