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10x Genomics $TXG Shares Acquired by Caprock Group LLC
Caprock Group LLC raised its holdings in shares of 10x Genomics (NASDAQ:TXG – Free Report) by 59.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Truist Financial Corporation $TFC Shares Acquired by Caprock Group LLC
Caprock Group LLC raised its stake in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 68.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Cornerstone Advisory LLC
Cornerstone Advisory LLC reduced its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cornerstone Advisory LLC Sells 46,281 Shares of BlackRock MuniYield Quality Fund, Inc. $MQY
Cornerstone Advisory LLC reduced its position in BlackRock MuniYield Quality Fund, Inc. (NYSE:MQY – Free Report) by 4.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Caprock Group LLC Sells 72,763 Shares of Schwab International Equity ETF $SCHF
Caprock Group LLC trimmed its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 33.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Caprock Group LLC Raises Stake in Fortinet, Inc. $FTNT
Caprock Group LLC increased its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 29.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 41,574 shares of the software maker’s... More of this article »
Confluence Wealth Services Inc. Purchases Shares of 13,183 State Street SPDR Portfolio S&P 500 ETF $SPYM
Confluence Wealth Services Inc. purchased a new stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Cornerstone Advisory LLC Boosts Stake in JPMorgan Income ETF $JPIE
Cornerstone Advisory LLC boosted its holdings in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Confluence Wealth Services Inc. Sells 6,141 Shares of Texas Instruments Incorporated $TXN
Confluence Wealth Services Inc. trimmed its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 54.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Caprock Group LLC Grows Stake in Travel + Leisure Co. $TNL
Caprock Group LLC grew its holdings in Travel + Leisure Co. (NYSE:TNL – Free Report) by 53.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 42,980 shares of the company’s... More of this article »
Caprock Group LLC Buys 26,527 Shares of Delta Air Lines, Inc. $DAL
Caprock Group LLC boosted its stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 130.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Cornerstone Advisory LLC Buys 13,274 Shares of iShares Bitcoin Trust ETF $IBIT
Cornerstone Advisory LLC grew its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 36.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Cornerstone Advisory LLC Decreases Stock Holdings in iShares Core MSCI EAFE ETF $IEFA
Cornerstone Advisory LLC trimmed its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Confluence Wealth Services Inc. Decreases Holdings in Astrazeneca Plc $AZN
Confluence Wealth Services Inc. decreased its position in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 32.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cornerstone Advisory LLC Buys 132,943 Shares of Ares Capital Corporation $ARCC
Cornerstone Advisory LLC grew its stake in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 1,022.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Caprock Group LLC Grows Holdings in Tyson Foods, Inc. $TSN
Caprock Group LLC lifted its holdings in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 82.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Caprock Group LLC Has $3.17 Million Stock Holdings in Carter’s, Inc. $CRI
Caprock Group LLC lessened its holdings in Carter’s, Inc. (NYSE:CRI – Free Report) by 12.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Confluence Wealth Services Inc. Cuts Holdings in Janus Henderson Group plc $JHG
Confluence Wealth Services Inc. trimmed its holdings in shares of Janus Henderson Group plc (NYSE:JHG – Free Report) by 33.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Caprock Group LLC Acquires 24,217 Shares of Zoom Communications, Inc. $ZM
Caprock Group LLC lifted its holdings in shares of Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 174.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Cornerstone Advisory LLC Sells 71,378 Shares of Janus Henderson AAA CLO ETF $JAAA
Cornerstone Advisory LLC lessened its position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Goldman Sachs S&P 500 Core Premium Income ETF $GPIX is Cornerstone Advisory LLC’s 2nd Largest Position
Cornerstone Advisory LLC increased its holdings in shares of Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) by 17.1% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Amazon.com, Inc. $AMZN is BNC Wealth Management LLC’s 2nd Largest Position
BNC Wealth Management LLC trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 6.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 111,706... More of this article »
B. Metzler seel. Sohn & Co. AG Purchases Shares of 157,095 Chunghwa Telecom Co., Ltd. $CHT
B. Metzler seel. Sohn & Co. AG purchased a new stake in shares of Chunghwa Telecom Co., Ltd. (NYSE:CHT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Autodesk, Inc. $ADSK Stock Holdings Decreased by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG reduced its position in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
B. Metzler seel. Sohn & Co. AG Sells 16,034 Shares of Synopsys, Inc. $SNPS
B. Metzler seel. Sohn & Co. AG lowered its position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 47.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Baker Hughes Company $BKR Holdings Lowered by Boston Trust Walden Corp
Boston Trust Walden Corp trimmed its stake in shares of Baker Hughes Company (NASDAQ:BKR – Free Report) by 69.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
BioCryst Pharmaceuticals, Inc. $BCRX Shares Sold by Bayforest Capital Ltd
Bayforest Capital Ltd lowered its holdings in shares of BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX – Free Report) by 87.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Bayforest Capital Ltd Sells 10,574 Shares of Lantheus Holdings, Inc. $LNTH
Bayforest Capital Ltd trimmed its holdings in Lantheus Holdings, Inc. (NASDAQ:LNTH – Free Report) by 94.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
iShares Core S&P 500 ETF $IVV Stake Raised by Bigelow Investment Advisors LLC
Bigelow Investment Advisors LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Marsh & McLennan Companies, Inc. $MRSH Stock Holdings Decreased by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG lowered its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 78.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 40,253 shares... More of this article »
Philip Morris International Inc. $PM Shares Acquired by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG lifted its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 99.2% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
B. Metzler seel. Sohn & Co. AG Has $7.47 Million Position in Marsh & McLennan Companies, Inc. $MRSH
B. Metzler seel. Sohn & Co. AG reduced its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 78.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
B. Metzler seel. Sohn & Co. AG Sells 66,091 Shares of Comcast Corporation $CMCSA
B. Metzler seel. Sohn & Co. AG lessened its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 20.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
B. Metzler seel. Sohn & Co. AG Invests $4.79 Million in Hyatt Hotels Corporation $H
B. Metzler seel. Sohn & Co. AG purchased a new position in Hyatt Hotels Corporation (NYSE:H – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 29,697... More of this article »
Barton Investment Management Sells 2,927 Shares of Apple Inc. $AAPL
Barton Investment Management reduced its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 10.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bayforest Capital Ltd Sells 6,678 Shares of Lam Research Corporation $LRCX
Bayforest Capital Ltd reduced its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 94.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Analysts Set Mercantile Bank Corporation (NASDAQ:MBWM) Price Target at $56.20
Shares of Mercantile Bank Corporation (NASDAQ:MBWM – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the seven ratings firms that are presently covering the firm, MarketBeat.com... More of this article »
PBF Energy (NYSE:PBF) Stock Price Expected to Rise, Scotiabank Analyst Says
PBF Energy (NYSE:PBF – Get Free Report) had its price objective increased by investment analysts at Scotiabank from $28.00 to $34.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm... More of this article »
Marathon Petroleum (NYSE:MPC) Stock Price Expected to Rise, Scotiabank Analyst Says
Marathon Petroleum (NYSE:MPC – Get Free Report) had its price objective boosted by equities researchers at Scotiabank from $174.00 to $210.00 in a research report issued to clients and investors on Wednesday,Benzinga reports.... More of this article »
Scotiabank Forecasts Strong Price Appreciation for Phillips 66 (NYSE:PSX) Stock
Phillips 66 (NYSE:PSX – Get Free Report) had its price objective increased by Scotiabank from $140.00 to $151.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “sector perform”... More of this article »
Asset Management One Co. Ltd. Makes New $1.02 Million Investment in HF Sinclair Corporation $DINO
Asset Management One Co. Ltd. purchased a new stake in HF Sinclair Corporation (NYSE:DINO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cwm LLC Sells 17,124 Shares of First Financial Bankshares, Inc. $FFIN
Cwm LLC trimmed its holdings in First Financial Bankshares, Inc. (NASDAQ:FFIN – Free Report) by 15.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 92,968... More of this article »
Cwm LLC Has $2.85 Million Stock Holdings in DTE Energy Company $DTE
Cwm LLC cut its stake in shares of DTE Energy Company (NYSE:DTE – Free Report) by 38.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 22,077 shares of the utilities provider’s... More of this article »
Cwm LLC Acquires 33,212 Shares of SLB Limited $SLB
Cwm LLC lifted its holdings in shares of SLB Limited (NYSE:SLB – Free Report) by 85.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
B. Metzler seel. Sohn & Co. AG Sells 18,720 Shares of Costco Wholesale Corporation $COST
B. Metzler seel. Sohn & Co. AG cut its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 36.5% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Cwm LLC Has $2.85 Million Stock Position in iShares Treasury Floating Rate Bond ETF $TFLO
Cwm LLC reduced its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 41.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 56,433 shares of the company’s... More of this article »
B. Metzler seel. Sohn & Co. AG Sells 18,817 Shares of Intercontinental Exchange Inc. $ICE
B. Metzler seel. Sohn & Co. AG lessened its position in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 25.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
iShares MSCI Emerging Markets ETF $EEM Shares Purchased by Cwm LLC
Cwm LLC boosted its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 21.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »