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Vanguard Growth ETF $VUG Shares Sold by American Investment Services Inc.
American Investment Services Inc. reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Advisory Research Inc. Makes New Investment in Amgen Inc. $AMGN
Advisory Research Inc. purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Microsoft Corporation $MSFT is Angeles Wealth Management LLC’s 10th Largest Position
Angeles Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Annandale Capital LLC Has $42.51 Million Stake in Vanguard Short-Term Bond ETF $BSV
Annandale Capital LLC boosted its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Dimensional U.S. Equity ETF $DFUS Shares Sold by American Investment Services Inc.
American Investment Services Inc. lessened its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.5% during the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
Akre Capital Management LLC Has $1.79 Billion Stock Position in Mastercard Incorporated $MA
Akre Capital Management LLC lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 4.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Annandale Capital LLC Acquires 48,428 Shares of Dimensional International Core Equity Market ETF $DFAI
Annandale Capital LLC increased its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities... More of this article »
Dimensional Core Fixed Income ETF $DFCF Holdings Boosted by Annandale Capital LLC
Annandale Capital LLC increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 1.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Angeles Wealth Management LLC Has $26.16 Million Stock Position in NVIDIA Corporation $NVDA
Angeles Wealth Management LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 22.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Ameriflex Group Inc. Has $16.76 Million Stock Position in NVIDIA Corporation $NVDA
Ameriflex Group Inc. grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Advisory Research Inc. Buys Shares of 25,935 ACM Research, Inc. $ACMR
Advisory Research Inc. acquired a new position in shares of ACM Research, Inc. (NASDAQ:ACMR – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Advisory Research Inc. Invests $2.45 Million in Molson Coors Beverage Company $TAP
Advisory Research Inc. purchased a new position in shares of Molson Coors Beverage Company (NYSE:TAP – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Dimensional US Core Equity 1 ETF $DCOR Stock Position Raised by Annandale Capital LLC
Annandale Capital LLC boosted its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 9.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Advisory Research Inc. Has $896,000 Stock Holdings in UnitedHealth Group Incorporated $UNH
Advisory Research Inc. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 89.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,594... More of this article »
Ameriflex Group Inc. Has $19.55 Million Holdings in Apple Inc. $AAPL
Ameriflex Group Inc. raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 94.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Angeles Wealth Management LLC Raises Holdings in Amazon.com, Inc. $AMZN
Angeles Wealth Management LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 21.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Angeles Wealth Management LLC Buys 4,429 Shares of Alphabet Inc. $GOOGL
Angeles Wealth Management LLC raised its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 12.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Alphabet Inc. $GOOGL Shares Bought by Ameriflex Group Inc.
Ameriflex Group Inc. lifted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 113.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Amgen Inc. $AMGN Shares Bought by American Investment Services Inc.
American Investment Services Inc. increased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 45.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Akre Capital Management LLC Cuts Position in American Tower Corporation $AMT
Akre Capital Management LLC decreased its stake in American Tower Corporation (NYSE:AMT – Free Report) by 51.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
American Investment Services Inc. Grows Stake in Chevron Corporation $CVX
American Investment Services Inc. increased its position in Chevron Corporation (NYSE:CVX – Free Report) by 11.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
American Investment Services Inc. Decreases Holdings in Vanguard FTSE Developed Markets ETF $VEA
American Investment Services Inc. reduced its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
American Investment Services Inc. Buys 28,279 Shares of Dimensional Global Real Estate ETF $DFGR
American Investment Services Inc. raised its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 11.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Akre Capital Management LLC Sells 282,795 Shares of Roper Technologies, Inc. $ROP
Akre Capital Management LLC reduced its position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 19.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,156,673... More of this article »
Amazon.com, Inc. $AMZN Position Boosted by Ameriflex Group Inc.
Ameriflex Group Inc. increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 119.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,662 shares of the e-commerce... More of this article »
Annandale Capital LLC Acquires 43,085 Shares of Dimensional Emerging Core Equity Market ETF $DFAE
Annandale Capital LLC increased its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Akre Capital Management LLC Purchases 1,500,000 Shares of CCC Intelligent Solutions Holdings Inc. $CCCS
Akre Capital Management LLC grew its holdings in shares of CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
KKR & Co. Inc. $KKR Shares Sold by Akre Capital Management LLC
Akre Capital Management LLC lowered its holdings in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 1.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
O’Reilly Automotive, Inc. $ORLY Shares Sold by Akre Capital Management LLC
Akre Capital Management LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 8.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »American Investment Services Inc. Sells 12,711 Shares of SPDR Gold MiniShares Trust $GLDM
American Investment Services Inc. decreased its stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Merck & Co., Inc. $MRK Shares Acquired by American Investment Services Inc.
American Investment Services Inc. boosted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 54.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Altman Advisors Inc. Acquires 2,142 Shares of Meta Platforms, Inc. $META
Altman Advisors Inc. increased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 49.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Angeles Wealth Management LLC Increases Stock Holdings in Apple Inc. $AAPL
Angeles Wealth Management LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
American Investment Services Inc. Has $21.66 Million Holdings in Dimensional US Marketwide Value ETF $DFUV
American Investment Services Inc. lowered its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Aristides Capital LLC Boosts Stock Position in Ituran Location and Control Ltd. $ITRN
Aristides Capital LLC raised its holdings in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN – Free Report) by 21.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
American Investment Services Inc. Has $18.69 Million Holdings in Vanguard International High Dividend Yield ETF $VYMI
American Investment Services Inc. reduced its holdings in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 8.8% in the third quarter, according to the company in its most recent disclosure... More of this article »
Advisory Research Inc. Purchases New Stake in Genpact Limited $G
Advisory Research Inc. acquired a new position in shares of Genpact Limited (NYSE:G – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Akre Capital Management LLC Grows Holdings in Copart, Inc. $CPRT
Akre Capital Management LLC increased its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 253.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Advisory Research Inc. Buys New Shares in Flywire Corporation $FLYW
Advisory Research Inc. purchased a new position in shares of Flywire Corporation (NASDAQ:FLYW – Free Report) in the third quarter, according to its most recent filing with the SEC. The firm purchased 116,295 shares of the company’s... More of this article »
Advisory Research Inc. Acquires New Shares in Grocery Outlet Holding Corp. $GO
Advisory Research Inc. bought a new position in Grocery Outlet Holding Corp. (NASDAQ:GO – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 83,315 shares... More of this article »
Advisory Research Inc. Raises Holdings in Lamar Advertising Company $LAMR
Advisory Research Inc. grew its stake in shares of Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 14.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Advisory Research Inc. Takes Position in Driven Brands Holdings Inc. $DRVN
Advisory Research Inc. acquired a new position in shares of Driven Brands Holdings Inc. (NASDAQ:DRVN – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 665,753 shares... More of this article »
Advisory Research Inc. Increases Stake in Keurig Dr Pepper, Inc $KDP
Advisory Research Inc. raised its holdings in shares of Keurig Dr Pepper, Inc (NASDAQ:KDP – Free Report) by 14.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Advisory Research Inc. Invests $7.07 Million in Holley Inc. $HLLY
Advisory Research Inc. acquired a new stake in shares of Holley Inc. (NYSE:HLLY – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
CME Group Inc. $CME Shares Acquired by Advisory Research Inc.
Advisory Research Inc. boosted its position in CME Group Inc. (NASDAQ:CME – Free Report) by 19.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Hubbell Inc $HUBB Stake Increased by Advisory Research Inc.
Advisory Research Inc. increased its holdings in Hubbell Inc (NYSE:HUBB – Free Report) by 15.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Advisory Research Inc. Purchases 583,585 Shares of Myers Industries, Inc. $MYE
Advisory Research Inc. lifted its holdings in Myers Industries, Inc. (NYSE:MYE – Free Report) by 476.4% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Advisory Research Inc. Lowers Stock Holdings in PHINIA Inc. $PHIN
Advisory Research Inc. cut its stake in PHINIA Inc. (NYSE:PHIN – Free Report) by 16.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 273,930 shares of the company’s stock... More of this article »
