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Carrera Capital Advisors Takes Position in iMGP DBi Managed Futures Strategy ETF $DBMF
Carrera Capital Advisors acquired a new stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Zoetis Inc. $ZTS Shares Sold by Caldwell Trust Co
Caldwell Trust Co trimmed its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 64.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,267 shares... More of this article »
Carrera Capital Advisors Makes New Investment in ArcelorMittal $MT
Carrera Capital Advisors bought a new position in ArcelorMittal (NYSE:MT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 102,544 shares... More of this article »
Taseko Mines Limited $TGB Shares Sold by Carrera Capital Advisors
Carrera Capital Advisors reduced its stake in Taseko Mines Limited (NYSEAMERICAN:TGB – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 601,712 shares... More of this article »
Caldwell Trust Co Purchases 10,673 Shares of Astrazeneca Plc $AZN
Caldwell Trust Co increased its stake in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 3,075.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
SoFi Technologies, Inc. $SOFI Holdings Raised by Covenant Asset Management LLC
Covenant Asset Management LLC raised its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 120.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Caldwell Trust Co Buys New Shares in Qnity Electronics, Inc. $Q
Caldwell Trust Co bought a new stake in Qnity Electronics, Inc. (NYSE:Q – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Caldwell Trust Co Has $887,000 Stake in Barrick Mining Corporation $B
Caldwell Trust Co raised its stake in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 6,688.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Caldwell Trust Co Acquires 6,045 Shares of iShares 20+ Year Treasury Bond ETF $TLT
Caldwell Trust Co raised its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 1,038.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Covenant Asset Management LLC Makes New Investment in Argan, Inc. $AGX
Covenant Asset Management LLC purchased a new position in shares of Argan, Inc. (NYSE:AGX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Caldwell Trust Co Boosts Stake in Vanguard Short-Term Corporate Bond ETF $VCSH
Caldwell Trust Co increased its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1,276.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Caldwell Trust Co Acquires 25,276 Shares of Kimco Realty Corporation $KIM
Caldwell Trust Co lifted its holdings in Kimco Realty Corporation (NYSE:KIM – Free Report) by 53.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 72,687 shares of the real... More of this article »
Certuity LLC Reduces Stock Position in Regeneron Pharmaceuticals, Inc. $REGN
Certuity LLC lessened its holdings in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 70.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Caldwell Trust Co Grows Position in Vanguard Extended Market ETF $VXF
Caldwell Trust Co boosted its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 717.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Calamos Wealth Management LLC Raises Stock Holdings in Eli Lilly and Company $LLY
Calamos Wealth Management LLC raised its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 17.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Concurrent Investment Advisors LLC Buys 2,533 Shares of Ecolab Inc. $ECL
Concurrent Investment Advisors LLC lifted its stake in Ecolab Inc. (NYSE:ECL – Free Report) by 38.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
D.A. Davidson & CO. Has $9.60 Million Stock Holdings in UiPath, Inc. $PATH
D.A. Davidson & CO. cut its stake in shares of UiPath, Inc. (NYSE:PATH – Free Report) by 22.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Concurrent Investment Advisors LLC Purchases 13,568 Shares of Monster Beverage Corporation $MNST
Concurrent Investment Advisors LLC grew its position in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 63.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Certuity LLC Sells 5,330 Shares of Intercontinental Exchange Inc. $ICE
Certuity LLC lowered its position in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 57.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,932 shares of... More of this article »
1,001 Shares in Casey’s General Stores, Inc. $CASY Bought by Certuity LLC
Certuity LLC bought a new position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
Certuity LLC Sells 619 Shares of Parker-Hannifin Corporation $PH
Certuity LLC lessened its holdings in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 48.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Exencial Wealth Advisors LLC Lowers Stock Holdings in NIKE, Inc. $NKE
Exencial Wealth Advisors LLC lowered its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Comerica Bank Sells 6,546 Shares of Federal Signal Corporation $FSS
Comerica Bank decreased its position in shares of Federal Signal Corporation (NYSE:FSS – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Tyler Technologies, Inc. $TYL Shares Purchased by Comerica Bank
Comerica Bank lifted its holdings in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 67.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Exencial Wealth Advisors LLC Sells 4,716 Shares of Applied Materials, Inc. $AMAT
Exencial Wealth Advisors LLC trimmed its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 34.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Comerica Bank Buys 60,486 Shares of Graco Inc. $GGG
Comerica Bank grew its stake in Graco Inc. (NYSE:GGG – Free Report) by 54.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 172,328... More of this article »
Exencial Wealth Advisors LLC Acquires 4,152 Shares of FTI Consulting, Inc. $FCN
Exencial Wealth Advisors LLC increased its holdings in FTI Consulting, Inc. (NYSE:FCN – Free Report) by 56.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Exencial Wealth Advisors LLC Sells 15,047 Shares of First Trust Senior Loan ETF $FTSL
Exencial Wealth Advisors LLC decreased its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 15.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Exencial Wealth Advisors LLC Buys New Shares in Fiserv, Inc. $FISV
Exencial Wealth Advisors LLC purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Comerica Bank Sells 21,065 Shares of iShares Core Total USD Bond Market ETF $IUSB
Comerica Bank trimmed its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Comerica Bank Sells 2,331 Shares of Elevance Health, Inc. $ELV
Comerica Bank lessened its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Comerica Bank Lowers Stock Position in Quanta Services, Inc. $PWR
Comerica Bank cut its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 34.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 32,501... More of this article »
Comerica Bank Has $11.62 Million Stake in Transdigm Group Incorporated $TDG
Comerica Bank trimmed its stake in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 49.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Exencial Wealth Advisors LLC Acquires 21,763 Shares of Netflix, Inc. $NFLX
Exencial Wealth Advisors LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,005.2% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 23,928 shares... More of this article »
Comerica Bank Lowers Holdings in LeMaitre Vascular, Inc. $LMAT
Comerica Bank trimmed its position in LeMaitre Vascular, Inc. (NASDAQ:LMAT – Free Report) by 6.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 133,243... More of this article »
Comerica Bank Purchases 33,829 Shares of Workiva Inc. $WK
Comerica Bank increased its stake in shares of Workiva Inc. (NYSE:WK – Free Report) by 28.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 151,317 shares of the... More of this article »
Comerica Bank Has $13.94 Million Holdings in Cigna Group $CI
Comerica Bank cut its position in Cigna Group (NYSE:CI – Free Report) by 14.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 50,658 shares of the... More of this article »
Comerica Bank Cuts Position in PGIM Ultra Short Bond ETF $PULS
Comerica Bank lessened its holdings in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 8.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 266,618 shares... More of this article »
Comerica Bank Sells 5,139 Shares of Ross Stores, Inc. $ROST
Comerica Bank trimmed its position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 7.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Oracle Corporation $ORCL Stock Holdings Cut by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC reduced its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 60.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Comerica Bank Has $10.67 Million Holdings in Keysight Technologies Inc. $KEYS
Comerica Bank lifted its holdings in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 57.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Comerica Bank Reduces Holdings in Motorola Solutions, Inc. $MSI
Comerica Bank trimmed its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 18.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Comerica Bank Has $11.63 Million Stake in iShares MBS ETF $MBB
Comerica Bank decreased its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 12.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 122,136 shares of the company’s stock... More of this article »
Comerica Bank Sells 3,870 Shares of Yum! Brands, Inc. $YUM
Comerica Bank decreased its position in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Colgate-Palmolive Company $CL Shares Purchased by Certuity LLC
Certuity LLC boosted its position in Colgate-Palmolive Company (NYSE:CL – Free Report) by 106.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Comerica Bank Lowers Stock Holdings in Vistra Corp. $VST
Comerica Bank decreased its position in shares of Vistra Corp. (NYSE:VST – Free Report) by 43.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Comerica Bank Raises Stake in The Hartford Insurance Group, Inc. $HIG
Comerica Bank raised its stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 7.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Exencial Wealth Advisors LLC Has $3.81 Million Holdings in Schwab US Large-Cap ETF $SCHX
Exencial Wealth Advisors LLC lessened its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 13.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »