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Image for Cresset Asset Management LLC Raises Stock Position in Invesco CurrencyShares Australian Dollar Trust $FXA

Cresset Asset Management LLC Raises Stock Position in Invesco CurrencyShares Australian Dollar Trust $FXA

Cresset Asset Management LLC grew its holdings in shares of Invesco CurrencyShares Australian Dollar Trust (NYSEARCA:FXA – Free Report) by 10.7% during the 3rd quarter, according to its most recent filing with the Securities... More of this article »
Image for Cresset Asset Management LLC Grows Stock Holdings in Genuine Parts Company $GPC

Cresset Asset Management LLC Grows Stock Holdings in Genuine Parts Company $GPC

Cresset Asset Management LLC grew its stake in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 11.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for CI Investments Inc. Sells 9,429 Shares of Las Vegas Sands Corp. $LVS

CI Investments Inc. Sells 9,429 Shares of Las Vegas Sands Corp. $LVS

CI Investments Inc. reduced its holdings in shares of Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 52.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for CI Investments Inc. Reduces Holdings in Palo Alto Networks, Inc. $PANW

CI Investments Inc. Reduces Holdings in Palo Alto Networks, Inc. $PANW

CI Investments Inc. reduced its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 98.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 2,709 shares of the network technology... More of this article »
Image for Cresset Asset Management LLC Cuts Holdings in Schwab US Small-Cap ETF $SCHA

Cresset Asset Management LLC Cuts Holdings in Schwab US Small-Cap ETF $SCHA

Cresset Asset Management LLC lowered its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 9.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Cresset Asset Management LLC Grows Stake in Allison Transmission Holdings, Inc. $ALSN

Cresset Asset Management LLC Grows Stake in Allison Transmission Holdings, Inc. $ALSN

Cresset Asset Management LLC increased its holdings in Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 10.4% during the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Cresset Asset Management LLC Has $4.56 Million Stake in Core Scientific, Inc. $CORZ

Cresset Asset Management LLC Has $4.56 Million Stake in Core Scientific, Inc. $CORZ

Cresset Asset Management LLC lowered its position in shares of Core Scientific, Inc. (NASDAQ:CORZ – Free Report) by 59.4% during the third quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Cresset Asset Management LLC Decreases Stock Position in Pacer US Cash Cows 100 ETF $COWZ

Cresset Asset Management LLC Decreases Stock Position in Pacer US Cash Cows 100 ETF $COWZ

Cresset Asset Management LLC cut its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 36.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Cresset Asset Management LLC Has $4.95 Million Holdings in Capital One Financial Corporation $COF

Cresset Asset Management LLC Has $4.95 Million Holdings in Capital One Financial Corporation $COF

Cresset Asset Management LLC boosted its position in Capital One Financial Corporation (NYSE:COF) by 19.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Cresset Asset Management LLC Purchases Shares of 225,000 Solana ETF $SOLZ

Cresset Asset Management LLC Purchases Shares of 225,000 Solana ETF $SOLZ

Cresset Asset Management LLC purchased a new stake in Solana ETF (NASDAQ:SOLZ – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Image for Blackston Financial Advisory Group LLC Reduces Holdings in McDonald’s Corporation $MCD

Blackston Financial Advisory Group LLC Reduces Holdings in McDonald’s Corporation $MCD

Blackston Financial Advisory Group LLC reduced its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 68.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Cresset Asset Management LLC Buys 37,034 Shares of Vanguard ESG International Stock ETF $VSGX

Cresset Asset Management LLC Buys 37,034 Shares of Vanguard ESG International Stock ETF $VSGX

Cresset Asset Management LLC grew its stake in shares of Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 103.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Blair William & Co. IL Acquires 6,535 Shares of The Home Depot, Inc. $HD

Blair William & Co. IL Acquires 6,535 Shares of The Home Depot, Inc. $HD

Blair William & Co. IL boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Masco Corporation $MAS Shares Bought by Cresset Asset Management LLC

Masco Corporation $MAS Shares Bought by Cresset Asset Management LLC

Cresset Asset Management LLC boosted its position in shares of Masco Corporation (NYSE:MAS – Free Report) by 30.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Copart, Inc. $CPRT Holdings Cut by Blair William & Co. IL

Copart, Inc. $CPRT Holdings Cut by Blair William & Co. IL

Blair William & Co. IL lowered its stake in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 6.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Blackston Financial Advisory Group LLC Has $537,000 Stock Holdings in AbbVie Inc. $ABBV

Blackston Financial Advisory Group LLC Has $537,000 Stock Holdings in AbbVie Inc. $ABBV

Blackston Financial Advisory Group LLC lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 55.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Apple Inc. $AAPL Shares Acquired by Berkshire Asset Management LLC PA

Apple Inc. $AAPL Shares Acquired by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Intercontinental Exchange Inc. (NYSE:ICE) Receives Consensus Rating of “Buy” from Brokerages

Intercontinental Exchange Inc. (NYSE:ICE) Receives Consensus Rating of “Buy” from Brokerages

Shares of Intercontinental Exchange Inc. (NYSE:ICE – Get Free Report) have earned an average recommendation of “Buy” from the twelve brokerages that are covering the firm, MarketBeat.com reports. One equities research... More of this article »
Image for Schwab Fundamental U.S. Small Company ETF $FNDA Shares Sold by Cresset Asset Management LLC

Schwab Fundamental U.S. Small Company ETF $FNDA Shares Sold by Cresset Asset Management LLC

Cresset Asset Management LLC cut its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 14.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Barclays PLC Acquires 312,072 Shares of Copart, Inc. $CPRT

Barclays PLC Acquires 312,072 Shares of Copart, Inc. $CPRT

Barclays PLC raised its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Increases Position in Costco Wholesale Corporation $COST

Baltimore Washington Financial Advisors Inc. Increases Position in Costco Wholesale Corporation $COST

Baltimore Washington Financial Advisors Inc. lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for CrowdStrike $CRWD Stock Holdings Boosted by Baltimore Washington Financial Advisors Inc.

CrowdStrike $CRWD Stock Holdings Boosted by Baltimore Washington Financial Advisors Inc.

Baltimore Washington Financial Advisors Inc. grew its position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 37.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Image for Blair William & Co. IL Has $266.19 Million Stock Holdings in Guidewire Software, Inc. $GWRE

Blair William & Co. IL Has $266.19 Million Stock Holdings in Guidewire Software, Inc. $GWRE

Blair William & Co. IL decreased its stake in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 1.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Has $38.16 Million Stock Position in Blackstone Inc. $BX

Baltimore Washington Financial Advisors Inc. Has $38.16 Million Stock Position in Blackstone Inc. $BX

Baltimore Washington Financial Advisors Inc. increased its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 223,352 shares... More of this article »
Image for Gentex Corporation (NASDAQ:GNTX) Given Consensus Rating of “Hold” by Analysts

Gentex Corporation (NASDAQ:GNTX) Given Consensus Rating of “Hold” by Analysts

Shares of Gentex Corporation (NASDAQ:GNTX – Get Free Report) have received a consensus rating of “Hold” from the eight research firms that are currently covering the stock, Marketbeat.com reports. Six analysts have... More of this article »
Image for Welltower Inc. $WELL Shares Bought by Barclays PLC

Welltower Inc. $WELL Shares Bought by Barclays PLC

Barclays PLC raised its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 13.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,829,171 shares of the real estate... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Invests $465,000 in Amgen Inc. $AMGN

Baltimore Washington Financial Advisors Inc. Invests $465,000 in Amgen Inc. $AMGN

Baltimore Washington Financial Advisors Inc. bought a new position in Amgen Inc. (NASDAQ:AMGN – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Westport Fuel Systems (NASDAQ:WPRT) & BorgWarner (NYSE:BWA) Head to Head Contrast

Westport Fuel Systems (NASDAQ:WPRT) & BorgWarner (NYSE:BWA) Head to Head Contrast

BorgWarner (NYSE:BWA – Get Free Report) and Westport Fuel Systems (NASDAQ:WPRT – Get Free Report) are both auto/tires/trucks companies, but which is the better stock? We will compare the two companies based on the strength... More of this article »
Image for Florida Financial Advisors LLC Cuts Stake in Apple Inc. $AAPL

Florida Financial Advisors LLC Cuts Stake in Apple Inc. $AAPL

Florida Financial Advisors LLC lessened its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 21.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Coronation Fund Managers Ltd. Cuts Stock Holdings in Microsoft Corporation $MSFT

Coronation Fund Managers Ltd. Cuts Stock Holdings in Microsoft Corporation $MSFT

Coronation Fund Managers Ltd. lowered its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Acquires 20,488 Shares of The Progressive Corporation $PGR

Baltimore Washington Financial Advisors Inc. Acquires 20,488 Shares of The Progressive Corporation $PGR

Baltimore Washington Financial Advisors Inc. increased its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 26.3% during the third quarter, according to the company in its most recent disclosure... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Has $46.55 Million Position in Vanguard High Dividend Yield ETF $VYM

Baltimore Washington Financial Advisors Inc. Has $46.55 Million Position in Vanguard High Dividend Yield ETF $VYM

Baltimore Washington Financial Advisors Inc. grew its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Acquires New Shares in Johnson & Johnson $JNJ

Baltimore Washington Financial Advisors Inc. Acquires New Shares in Johnson & Johnson $JNJ

Baltimore Washington Financial Advisors Inc. bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Blair William & Co. IL Raises Holdings in American Express Company $AXP

Blair William & Co. IL Raises Holdings in American Express Company $AXP

Blair William & Co. IL increased its position in American Express Company (NYSE:AXP – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 703,490 shares... More of this article »
Image for Barclays PLC Buys 22,872 Shares of Aon plc $AON

Barclays PLC Buys 22,872 Shares of Aon plc $AON

Barclays PLC lifted its position in shares of Aon plc (NYSE:AON – Free Report) by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Blair William & Co. IL Raises Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA

Blair William & Co. IL Raises Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA

Blair William & Co. IL raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Microsoft Corporation $MSFT Shares Sold by Florida Financial Advisors LLC

Microsoft Corporation $MSFT Shares Sold by Florida Financial Advisors LLC

Florida Financial Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Logitech International S.A. (NASDAQ:LOGI) Given Average Rating of “Hold” by Analysts

Logitech International S.A. (NASDAQ:LOGI) Given Average Rating of “Hold” by Analysts

Logitech International S.A. (NASDAQ:LOGI – Get Free Report) has received a consensus recommendation of “Hold” from the eleven brokerages that are presently covering the company, Marketbeat reports. One analyst has... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Sells 2,872 Shares of The Home Depot, Inc. $HD

Baltimore Washington Financial Advisors Inc. Sells 2,872 Shares of The Home Depot, Inc. $HD

Baltimore Washington Financial Advisors Inc. lessened its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 11.3% during the third quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Purchases 2,473 Shares of Eli Lilly and Company $LLY

Baltimore Washington Financial Advisors Inc. Purchases 2,473 Shares of Eli Lilly and Company $LLY

Baltimore Washington Financial Advisors Inc. grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 275.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Barclays PLC Sells 106,551 Shares of Ecolab Inc. $ECL

Barclays PLC Sells 106,551 Shares of Ecolab Inc. $ECL

Barclays PLC trimmed its position in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 12.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 755,898... More of this article »
Image for Rocket Lab Corporation (NASDAQ:RKLB) Receives Average Recommendation of “Moderate Buy” from Brokerages

Rocket Lab Corporation (NASDAQ:RKLB) Receives Average Recommendation of “Moderate Buy” from Brokerages

Rocket Lab Corporation (NASDAQ:RKLB – Get Free Report) has been given an average rating of “Moderate Buy” by the sixteen research firms that are covering the stock, Marketbeat Ratings reports. One investment analyst... More of this article »
Image for Cidel Asset Management Inc. Raises Holdings in Microsoft Corporation $MSFT

Cidel Asset Management Inc. Raises Holdings in Microsoft Corporation $MSFT

Cidel Asset Management Inc. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 4.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Ameriflex Group Inc. Cuts Position in Mastercard Incorporated $MA

Ameriflex Group Inc. Cuts Position in Mastercard Incorporated $MA

Ameriflex Group Inc. trimmed its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 53.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Bedell Frazier Investment Counselling LLC Has $10.02 Million Stake in Meta Platforms, Inc. $META

Bedell Frazier Investment Counselling LLC Has $10.02 Million Stake in Meta Platforms, Inc. $META

Bedell Frazier Investment Counselling LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 488.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Cresset Asset Management LLC Purchases 17,986 Shares of Innovator U.S. Equity Power Buffer ETF – July $PJUL

Cresset Asset Management LLC Purchases 17,986 Shares of Innovator U.S. Equity Power Buffer ETF – July $PJUL

Cresset Asset Management LLC grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 19.2% in the 3rd quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Baltimore Washington Financial Advisors Inc. Raises Stake in Intercontinental Exchange Inc. $ICE

Baltimore Washington Financial Advisors Inc. Raises Stake in Intercontinental Exchange Inc. $ICE

Baltimore Washington Financial Advisors Inc. increased its stake in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 2.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Barclays PLC Acquires 28,059 Shares of Northrop Grumman Corporation $NOC

Barclays PLC Acquires 28,059 Shares of Northrop Grumman Corporation $NOC

Barclays PLC grew its holdings in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 6.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Cresset Asset Management LLC Has $3.48 Million Position in Cirrus Logic, Inc. $CRUS

Cresset Asset Management LLC Has $3.48 Million Position in Cirrus Logic, Inc. $CRUS

Cresset Asset Management LLC boosted its holdings in shares of Cirrus Logic, Inc. (NASDAQ:CRUS – Free Report) by 34.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for XAI Octagon Floating Rate & Alternative Income Trust $XFLT Shares Purchased by Cresset Asset Management LLC

XAI Octagon Floating Rate & Alternative Income Trust $XFLT Shares Purchased by Cresset Asset Management LLC

Cresset Asset Management LLC lifted its holdings in XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT – Free Report) by 160.6% in the 3rd quarter, according to the company in its most recent 13F filing with... More of this article »