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Image for Emissary Wealth LLC Takes Position in Broadcom Inc. $AVGO

Emissary Wealth LLC Takes Position in Broadcom Inc. $AVGO

Emissary Wealth LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,590 shares... More of this article »
Image for Chicago Partners Investment Group LLC Sells 6,603 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Chicago Partners Investment Group LLC Sells 6,603 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Chicago Partners Investment Group LLC lowered its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 45.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Has $695,000 Stock Holdings in Ralliant Corporation $RAL

B. Metzler seel. Sohn & Co. AG Has $695,000 Stock Holdings in Ralliant Corporation $RAL

B. Metzler seel. Sohn & Co. AG lessened its holdings in shares of Ralliant Corporation (NYSE:RAL – Free Report) by 51.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 13,656 shares... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Sells 105,114 Shares of ASE Technology Holding Co., Ltd. $ASX

B. Metzler seel. Sohn & Co. AG Sells 105,114 Shares of ASE Technology Holding Co., Ltd. $ASX

B. Metzler seel. Sohn & Co. AG trimmed its holdings in ASE Technology Holding Co., Ltd. (NYSE:ASX – Free Report) by 80.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Sells 2,641 Shares of Reliance, Inc. $RS

B. Metzler seel. Sohn & Co. AG Sells 2,641 Shares of Reliance, Inc. $RS

B. Metzler seel. Sohn & Co. AG trimmed its holdings in Reliance, Inc. (NYSE:RS – Free Report) by 68.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Duncker Streett & Co. Inc. Sells 9,588 Shares of Broadcom Inc. $AVGO

Duncker Streett & Co. Inc. Sells 9,588 Shares of Broadcom Inc. $AVGO

Duncker Streett & Co. Inc. lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 75,073... More of this article »
Image for 2,900 Shares in Astera Labs, Inc. $ALAB Acquired by B. Metzler seel. Sohn & Co. AG

2,900 Shares in Astera Labs, Inc. $ALAB Acquired by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG bought a new position in shares of Astera Labs, Inc. (NASDAQ:ALAB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Cwm LLC Increases Stake in UWM Holdings Corporation $UWMC

Cwm LLC Increases Stake in UWM Holdings Corporation $UWMC

Cwm LLC boosted its position in shares of UWM Holdings Corporation (NYSE:UWMC – Free Report) by 181.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 223,754 shares of the company’s... More of this article »
Image for Chicago Partners Investment Group LLC Grows Position in Clean Harbors, Inc. $CLH

Chicago Partners Investment Group LLC Grows Position in Clean Harbors, Inc. $CLH

Chicago Partners Investment Group LLC increased its position in shares of Clean Harbors, Inc. (NYSE:CLH – Free Report) by 122.4% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Pinterest, Inc. $PINS Shares Sold by B. Metzler seel. Sohn & Co. AG

Pinterest, Inc. $PINS Shares Sold by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG decreased its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 78.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Evergreen Capital Management LLC Purchases Shares of 2,654 Regal Rexnord Corporation $RRX

Evergreen Capital Management LLC Purchases Shares of 2,654 Regal Rexnord Corporation $RRX

Evergreen Capital Management LLC purchased a new stake in shares of Regal Rexnord Corporation (NYSE:RRX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Robert Half Inc. $RHI Shares Sold by Evergreen Capital Management LLC

Robert Half Inc. $RHI Shares Sold by Evergreen Capital Management LLC

Evergreen Capital Management LLC decreased its stake in shares of Robert Half Inc. (NYSE:RHI – Free Report) by 56.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Sells 11,978 Shares of ARM Holdings PLC Sponsored ADR $ARM

B. Metzler seel. Sohn & Co. AG Sells 11,978 Shares of ARM Holdings PLC Sponsored ADR $ARM

B. Metzler seel. Sohn & Co. AG lessened its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 69.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for 282,596 Shares in Denison Mine Corp $DNN Acquired by Chicago Partners Investment Group LLC

282,596 Shares in Denison Mine Corp $DNN Acquired by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC bought a new position in Denison Mine Corp (NYSEAMERICAN:DNN – Free Report) (TSE:DML) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Has $646,000 Stock Position in Zebra Technologies Corporation $ZBRA

B. Metzler seel. Sohn & Co. AG Has $646,000 Stock Position in Zebra Technologies Corporation $ZBRA

B. Metzler seel. Sohn & Co. AG lowered its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA – Free Report) by 69.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Broadcom Inc. $AVGO is Davidson Investment Advisors’ 10th Largest Position

Broadcom Inc. $AVGO is Davidson Investment Advisors’ 10th Largest Position

Davidson Investment Advisors increased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 144,899 shares of the semiconductor... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Sells 3,123 Shares of J.B. Hunt Transport Services, Inc. $JBHT

B. Metzler seel. Sohn & Co. AG Sells 3,123 Shares of J.B. Hunt Transport Services, Inc. $JBHT

B. Metzler seel. Sohn & Co. AG trimmed its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 64.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for B. Metzler seel. Sohn & Co. AG Has $305,000 Holdings in Fox Factory Holding Corp. $FOXF

B. Metzler seel. Sohn & Co. AG Has $305,000 Holdings in Fox Factory Holding Corp. $FOXF

B. Metzler seel. Sohn & Co. AG cut its stake in shares of Fox Factory Holding Corp. (NASDAQ:FOXF – Free Report) by 79.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 2,802 Shares in Lam Research Corporation $LRCX Acquired by Anchyra Partners LLC

2,802 Shares in Lam Research Corporation $LRCX Acquired by Anchyra Partners LLC

Anchyra Partners LLC bought a new position in Lam Research Corporation (NASDAQ:LRCX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 2,802 shares of the... More of this article »
Image for Approach Retirement Advisors LLC Purchases Shares of 8,881 ExxonMobil Corporation $XOM

Approach Retirement Advisors LLC Purchases Shares of 8,881 ExxonMobil Corporation $XOM

Approach Retirement Advisors LLC purchased a new stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Anchyra Partners LLC Purchases New Position in The Allstate Corporation $ALL

Anchyra Partners LLC Purchases New Position in The Allstate Corporation $ALL

Anchyra Partners LLC purchased a new stake in The Allstate Corporation (NYSE:ALL – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Anchyra Partners LLC Invests $508,000 in The TJX Companies, Inc. $TJX

Anchyra Partners LLC Invests $508,000 in The TJX Companies, Inc. $TJX

Anchyra Partners LLC purchased a new position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 20,279 Shares in AT&T Inc. $T Bought by Anchyra Partners LLC

20,279 Shares in AT&T Inc. $T Bought by Anchyra Partners LLC

Anchyra Partners LLC acquired a new position in shares of AT&T Inc. (NYSE:T – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Ares Financial Consulting LLC Invests $1.09 Million in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Ares Financial Consulting LLC Invests $1.09 Million in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Ares Financial Consulting LLC acquired a new stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Ares Financial Consulting LLC Takes Position in Avantis Core Fixed Income ETF $AVIG

Ares Financial Consulting LLC Takes Position in Avantis Core Fixed Income ETF $AVIG

Ares Financial Consulting LLC acquired a new stake in Avantis Core Fixed Income ETF (NYSEARCA:AVIG – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Ares Financial Consulting LLC Makes New Investment in Freedom 100 Emerging Markets ETF $FRDM

Ares Financial Consulting LLC Makes New Investment in Freedom 100 Emerging Markets ETF $FRDM

Ares Financial Consulting LLC bought a new position in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Aprio Wealth Management LLC Acquires Shares of 14,858 Vanguard Total Bond Market ETF $BND

Aprio Wealth Management LLC Acquires Shares of 14,858 Vanguard Total Bond Market ETF $BND

Aprio Wealth Management LLC acquired a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Aprio Wealth Management LLC Purchases 1,640 Shares of Analog Devices, Inc. $ADI

Aprio Wealth Management LLC Purchases 1,640 Shares of Analog Devices, Inc. $ADI

Aprio Wealth Management LLC lifted its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 110.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Ares Financial Consulting LLC Acquires New Position in RTX Corporation $RTX

Ares Financial Consulting LLC Acquires New Position in RTX Corporation $RTX

Ares Financial Consulting LLC purchased a new position in RTX Corporation (NYSE:RTX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,970 shares... More of this article »
Image for Ares Financial Consulting LLC Takes $847,000 Position in Northrop Grumman Corporation $NOC

Ares Financial Consulting LLC Takes $847,000 Position in Northrop Grumman Corporation $NOC

Ares Financial Consulting LLC acquired a new stake in Northrop Grumman Corporation (NYSE:NOC – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Las Vegas Sands Corp. $LVS Stock Holdings Trimmed by ARGA Investment Management LP

Las Vegas Sands Corp. $LVS Stock Holdings Trimmed by ARGA Investment Management LP

ARGA Investment Management LP reduced its stake in Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 22.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for 34,670 Shares in iMGP DBi Managed Futures Strategy ETF $DBMF Purchased by Ares Financial Consulting LLC

34,670 Shares in iMGP DBi Managed Futures Strategy ETF $DBMF Purchased by Ares Financial Consulting LLC

Ares Financial Consulting LLC purchased a new position in shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Petroleo Brasileiro S.A.- Petrobras $PBR is ARGA Investment Management LP’s 5th Largest Position

Petroleo Brasileiro S.A.- Petrobras $PBR is ARGA Investment Management LP’s 5th Largest Position

ARGA Investment Management LP grew its holdings in shares of Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Ares Financial Consulting LLC Takes Position in Vanguard S&P 500 ETF $VOO

Ares Financial Consulting LLC Takes Position in Vanguard S&P 500 ETF $VOO

Ares Financial Consulting LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Aprio Wealth Management LLC Has $821,000 Stock Position in Astrazeneca Plc $AZN

Aprio Wealth Management LLC Has $821,000 Stock Position in Astrazeneca Plc $AZN

Aprio Wealth Management LLC lifted its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 58.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,926... More of this article »
Image for Ares Financial Consulting LLC Takes $2.23 Million Position in Vanguard Total International Stock ETF $VXUS

Ares Financial Consulting LLC Takes $2.23 Million Position in Vanguard Total International Stock ETF $VXUS

Ares Financial Consulting LLC purchased a new stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for 40,772 Shares in Vanguard Total Stock Market ETF $VTI Purchased by Ares Financial Consulting LLC

40,772 Shares in Vanguard Total Stock Market ETF $VTI Purchased by Ares Financial Consulting LLC

Ares Financial Consulting LLC purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for 47,829 Shares in Dimensional International Core Equity 2 ETF $DFIC Acquired by Ares Financial Consulting LLC

47,829 Shares in Dimensional International Core Equity 2 ETF $DFIC Acquired by Ares Financial Consulting LLC

Ares Financial Consulting LLC acquired a new position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Aprio Wealth Management LLC Purchases New Shares in W.R. Berkley Corporation $WRB

Aprio Wealth Management LLC Purchases New Shares in W.R. Berkley Corporation $WRB

Aprio Wealth Management LLC purchased a new stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for The Charles Schwab Corporation $SCHW Stake Lifted by Aprio Wealth Management LLC

The Charles Schwab Corporation $SCHW Stake Lifted by Aprio Wealth Management LLC

Aprio Wealth Management LLC increased its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 164.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ashton Thomas Private Wealth LLC Trims Stock Position in Kinder Morgan, Inc. $KMI

Ashton Thomas Private Wealth LLC Trims Stock Position in Kinder Morgan, Inc. $KMI

Ashton Thomas Private Wealth LLC reduced its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 41.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Linde PLC $LIN Shares Bought by Ashton Thomas Private Wealth LLC

Linde PLC $LIN Shares Bought by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC lifted its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 28.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Ashton Thomas Private Wealth LLC Has $4.57 Million Stock Position in Comcast Corporation $CMCSA

Ashton Thomas Private Wealth LLC Has $4.57 Million Stock Position in Comcast Corporation $CMCSA

Ashton Thomas Private Wealth LLC lowered its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 55.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ashton Thomas Private Wealth LLC Acquires 2,472 Shares of American Express Company $AXP

Ashton Thomas Private Wealth LLC Acquires 2,472 Shares of American Express Company $AXP

Ashton Thomas Private Wealth LLC grew its position in shares of American Express Company (NYSE:AXP – Free Report) by 25.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Ashton Thomas Private Wealth LLC Has $4.33 Million Stock Position in San Juan Basin Royalty Trust $SJT

Ashton Thomas Private Wealth LLC Has $4.33 Million Stock Position in San Juan Basin Royalty Trust $SJT

Ashton Thomas Private Wealth LLC increased its stake in San Juan Basin Royalty Trust (NYSE:SJT – Free Report) by 20.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Ashton Thomas Private Wealth LLC Makes New Investment in Equinor ASA $EQNR

Ashton Thomas Private Wealth LLC Makes New Investment in Equinor ASA $EQNR

Ashton Thomas Private Wealth LLC acquired a new position in Equinor ASA (NYSE:EQNR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 200,349... More of this article »
Image for Ashton Thomas Private Wealth LLC Has $5.04 Million Holdings in Starbucks Corporation $SBUX

Ashton Thomas Private Wealth LLC Has $5.04 Million Holdings in Starbucks Corporation $SBUX

Ashton Thomas Private Wealth LLC lessened its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 44.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Ashton Thomas Private Wealth LLC

Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC boosted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 39.4% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Ashton Thomas Private Wealth LLC Acquires 14,483 Shares of Capital Group Dividend Value ETF $CGDV

Ashton Thomas Private Wealth LLC Acquires 14,483 Shares of Capital Group Dividend Value ETF $CGDV

Ashton Thomas Private Wealth LLC raised its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 14.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Ashton Thomas Private Wealth LLC Lowers Position in PepsiCo, Inc. $PEP

Ashton Thomas Private Wealth LLC Lowers Position in PepsiCo, Inc. $PEP

Ashton Thomas Private Wealth LLC trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 44.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »