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CWA Asset Management Group LLC Purchases New Holdings in GigaCloud Technology Inc. $GCT
CWA Asset Management Group LLC acquired a new position in GigaCloud Technology Inc. (NASDAQ:GCT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 54,742... More of this article »
17,491 Shares in Ferguson plc $FERG Purchased by CWA Asset Management Group LLC
CWA Asset Management Group LLC bought a new stake in Ferguson plc (NYSE:FERG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
CWA Asset Management Group LLC Cuts Holdings in British American Tobacco p.l.c. $BTI
CWA Asset Management Group LLC decreased its position in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 32.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
CWA Asset Management Group LLC Makes New $3.53 Million Investment in Graco Inc. $GGG
CWA Asset Management Group LLC bought a new position in Graco Inc. (NYSE:GGG – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 43,032 shares of the industrial products... More of this article »
CWA Asset Management Group LLC Has $3.23 Million Position in The Walt Disney Company $DIS
CWA Asset Management Group LLC grew its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 32.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
CWA Asset Management Group LLC Purchases 33,530 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
CWA Asset Management Group LLC raised its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 360.0% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Invesco QQQ $QQQ Stock Holdings Lifted by CWA Asset Management Group LLC
CWA Asset Management Group LLC grew its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Fannie Mae (OTCMKTS:FNMA) Shares Gap Down – Here’s What Happened
Fannie Mae (OTCMKTS:FNMA – Get Free Report) gapped down prior to trading on Friday . The stock had previously closed at $4.88, but opened at $4.25. Fannie Mae shares last traded at $5.3760, with a volume of 5,053,458 shares changing... More of this article »
CWA Asset Management Group LLC Raises Holdings in Portland General Electric Company $POR
CWA Asset Management Group LLC grew its holdings in Portland General Electric Company (NYSE:POR – Free Report) by 228.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
CWA Asset Management Group LLC Buys 22,172 Shares of APA Corporation $APA
CWA Asset Management Group LLC grew its stake in shares of APA Corporation (NASDAQ:APA – Free Report) by 24.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 111,441... More of this article »
CWA Asset Management Group LLC Increases Holdings in Novartis AG $NVS
CWA Asset Management Group LLC raised its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 151.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
CWA Asset Management Group LLC Makes New Investment in Sony Corporation $SONY
CWA Asset Management Group LLC bought a new stake in shares of Sony Corporation (NYSE:SONY – 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 »
CWA Asset Management Group LLC Buys 8,733 Shares of HCA Healthcare, Inc. $HCA
CWA Asset Management Group LLC grew its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 1,062.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
CWA Asset Management Group LLC Has $4.51 Million Holdings in Texas Instruments Incorporated $TXN
CWA Asset Management Group LLC cut its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CWA Asset Management Group LLC Has $3.84 Million Stake in BorgWarner Inc. $BWA
CWA Asset Management Group LLC raised its stake in shares of BorgWarner Inc. (NYSE:BWA – Free Report) by 62.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
45,000 Shares in Direxion Daily Semiconductors Bear 3x Shares $SOXS Purchased by Fragasso Financial Advisors Inc
Fragasso Financial Advisors Inc bought a new stake in Direxion Daily Semiconductors Bear 3x Shares (NYSEARCA:SOXS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CWA Asset Management Group LLC Has $2.63 Million Stock Position in American Tower Corporation $AMT
CWA Asset Management Group LLC cut its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 23.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
CWA Asset Management Group LLC Purchases 11,964 Shares of AbbVie Inc. $ABBV
CWA Asset Management Group LLC lifted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Everhart Financial Group Inc. Sells 11,235 Shares of Vanguard Short-Term Treasury ETF $VGSH
Everhart Financial Group Inc. lessened its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 53.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Fragasso Financial Advisors Inc Has $2.58 Million Stock Position in Netflix, Inc. $NFLX
Fragasso Financial Advisors Inc increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 929.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 27,542 shares of... More of this article »
Walmart Inc. $WMT Shares Bought by Covea Finance
Covea Finance raised its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 589,380 shares... More of this article »
Everhart Financial Group Inc. Purchases 1,342 Shares of Ciena Corporation $CIEN
Everhart Financial Group Inc. lifted its position in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 88.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Blue Owl Capital Corporation $OBDC Shares Sold by Gilbert & Cook Inc.
Gilbert & Cook Inc. cut its holdings in Blue Owl Capital Corporation (NYSE:OBDC – Free Report) by 90.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
DecisionMap Wealth Management LLC Purchases 4,756 Shares of Walmart Inc. $WMT
DecisionMap Wealth Management LLC lifted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 139.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Avior Wealth Management LLC Makes New Investment in Colgate-Palmolive Company $CL
Avior Wealth Management LLC acquired a new position in Colgate-Palmolive Company (NYSE:CL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Baldwin Wealth Partners LLC MA Sells 539 Shares of Costco Wholesale Corporation $COST
Baldwin Wealth Partners LLC MA decreased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Confluence Investment Management LLC Takes $846,000 Position in Putnam BDC Income ETF $PBDC
Confluence Investment Management LLC bought a new stake in Putnam BDC Income ETF (NYSEARCA:PBDC – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Confluence Investment Management LLC Decreases Holdings in Goldman Sachs BDC, Inc. $GSBD
Confluence Investment Management LLC decreased its holdings in Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) by 44.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Confluence Investment Management LLC Cuts Position in iShares iBonds Dec 2026 Term Muni Bond ETF $IBMO
Confluence Investment Management LLC reduced its position in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Free Report) by 81.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Coastline Trust Co Buys 6,447 Shares of JPMorgan Chase & Co. $JPM
Coastline Trust Co boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 30.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,813... More of this article »
Confluence Investment Management LLC Purchases New Shares in Sibanye Gold Limited $SBSW
Confluence Investment Management LLC purchased a new position in Sibanye Gold Limited (NYSE:SBSW – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Broadcom Inc. $AVGO Shares Acquired by Everhart Financial Group Inc.
Everhart Financial Group Inc. increased its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Foguth Wealth Management LLC. Takes $8.20 Million Position in Apple Inc. $AAPL
Foguth Wealth Management LLC. acquired a new position in Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Coastline Trust Co Has $55.32 Million Holdings in Alphabet Inc. $GOOGL
Coastline Trust Co boosted its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 176,746 shares of the... More of this article »
Grant Private Wealth Management Inc Raises Position in Alphabet Inc. $GOOGL
Grant Private Wealth Management Inc raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 21.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Everhart Financial Group Inc. Buys 1,132 Shares of Eli Lilly and Company $LLY
Everhart Financial Group Inc. increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Farmers Trust Co. Buys 6,233 Shares of Johnson & Johnson $JNJ
Farmers Trust Co. boosted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 12.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,076 shares of the... More of this article »
Great Oak Capital Partners LLC Has $1.52 Million Stock Position in Johnson & Johnson $JNJ
Great Oak Capital Partners LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 336.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Willis Towers Watson Public Limited Company $WTW Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC reduced its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW – Free Report) by 73.9% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
JPMorgan Chase & Co. $JPM is Doliver Advisors LP’s 9th Largest Position
Doliver Advisors LP increased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,473... More of this article »
GAMMA Investing LLC Acquires 38,760 Shares of Apple Inc. $AAPL
GAMMA Investing LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 12.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Everhart Financial Group Inc. Increases Stock Holdings in American Electric Power Company, Inc. $AEP
Everhart Financial Group Inc. boosted its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 141.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 7,342... More of this article »
Everhart Financial Group Inc. Invests $787,000 in LifeStance Health Group, Inc. $LFST
Everhart Financial Group Inc. purchased a new stake in shares of LifeStance Health Group, Inc. (NASDAQ:LFST – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Alphabet Inc. $GOOG Position Lessened by Confluence Investment Management LLC
Confluence Investment Management LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 34.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Confluence Investment Management LLC Has $209,000 Holdings in iShares 20+ Year Treasury Bond ETF $TLT
Confluence Investment Management LLC decreased its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 92.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Everhart Financial Group Inc. Acquires New Position in Amplify Digital Payments ETF $IPAY
Everhart Financial Group Inc. bought a new position in Amplify Digital Payments ETF (NYSEARCA:IPAY – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought... More of this article »
Amazon.com, Inc. $AMZN Stake Boosted by Anderson Hoagland & Co.
Anderson Hoagland & Co. increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 5.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 179,648 shares of the e-commerce giant’s... More of this article »
Allworth Financial LP Trims Stake in Intuit Inc. $INTU
Allworth Financial LP lessened its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 20.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »