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Breakwater Capital Group Raises Position in Simplify MBS ETF $MTBA
Breakwater Capital Group raised its position in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 25.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Swiss Life Asset Management Ltd Has $4.12 Million Stock Holdings in Fortive Corporation $FTV
Swiss Life Asset Management Ltd boosted its stake in Fortive Corporation (NYSE:FTV – Free Report) by 32.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Charles Schwab Trust Co Has $22.29 Million Stock Holdings in Schwab US Small-Cap ETF $SCHA
Charles Schwab Trust Co increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 4.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 782,784 shares of... More of this article »
Capital CS Group LLC Sells 2,416 Shares of T-Mobile US, Inc. $TMUS
Capital CS Group LLC lowered its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 50.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
VeriSign, Inc. $VRSN Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd lessened its holdings in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 50.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 15,167 shares of the... More of this article »
Swiss Life Asset Management Ltd Increases Stake in CenterPoint Energy, Inc. $CNP
Swiss Life Asset Management Ltd boosted its position in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 143.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 105,481 shares... More of this article »
LPL Financial Holdings Inc. $LPLA Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd cut its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 31.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Charles Schwab Trust Co Buys 17,702 Shares of Schwab International Small-Cap Equity ETF $SCHC
Charles Schwab Trust Co lifted its position in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE
Charles Schwab Trust Co increased its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Breakwater Capital Group Purchases 49,109 Shares of PGIM Active High Yield Bond ETF $PHYL
Breakwater Capital Group raised its position in PGIM Active High Yield Bond ETF (NYSEARCA:PHYL – Free Report) by 73.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Breakwater Capital Group Purchases 16,526 Shares of Invesco International BuyBack Achievers ETF $IPKW
Breakwater Capital Group raised its position in Invesco International BuyBack Achievers ETF (NASDAQ:IPKW – Free Report) by 14.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Charles Schwab Trust Co Grows Stake in Vanguard Total Bond Market ETF $BND
Charles Schwab Trust Co grew its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Schwab Fundamental International Equity ETF $FNDF Shares Acquired by Charles Schwab Trust Co
Charles Schwab Trust Co grew its holdings in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Breakwater Capital Group Buys 58,406 Shares of Dimensional International Core Equity Market ETF $DFAI
Breakwater Capital Group grew its stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 124.5% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Breakwater Capital Group Boosts Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Breakwater Capital Group grew its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 10.1% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Swiss Life Asset Management Ltd Has $4.21 Million Stake in International Flavors & Fragrances Inc. $IFF
Swiss Life Asset Management Ltd grew its position in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 47.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Swiss Life Asset Management Ltd Has $4.03 Million Holdings in Royalty Pharma PLC $RPRX
Swiss Life Asset Management Ltd trimmed its holdings in Royalty Pharma PLC (NASDAQ:RPRX – Free Report) by 9.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Bought by Breakwater Capital Group
Breakwater Capital Group raised its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 206.6% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Breakwater Capital Group Raises Holdings in Invesco S&P MidCap Momentum ETF $XMMO
Breakwater Capital Group boosted its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 134.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Breakwater Capital Group Has $7.39 Million Holdings in Invesco RAFI Developed Markets ex-U.S. ETF $PXF
Breakwater Capital Group increased its holdings in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 37.9% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Breakwater Capital Group Acquires 12,428 Shares of JPMorgan Municipal ETF $JMUB
Breakwater Capital Group increased its holdings in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 29.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 54,295... More of this article »
iShares MSCI EAFE Small-Cap ETF $SCZ Shares Sold by Breakwater Capital Group
Breakwater Capital Group lessened its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 23.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
iShares Fallen Angels USD Bond ETF $FALN Shares Sold by Breakwater Capital Group
Breakwater Capital Group trimmed its position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Breakwater Capital Group Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT
Breakwater Capital Group raised its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 8.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Breakwater Capital Group Boosts Holdings in PIMCO Multi Sector Bond Active ETF $PYLD
Breakwater Capital Group lifted its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 15.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Insider Selling: Legal & General Group (LON:LGEN) Insider Sells 120,226 Shares of Stock
Legal & General Group Plc (LON:LGEN – Get Free Report) insider António Simões sold 120,226 shares of Legal & General Group stock in a transaction dated Friday, March 20th. The stock was sold at an average price of... More of this article »
Vanguard Mega Cap Value ETF $MGV is Breakwater Capital Group’s 4th Largest Position
Breakwater Capital Group boosted its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 11.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Crocodile Capital Partners GmbH Acquires Shares of 187,226 Interactive Brokers Group, Inc. $IBKR
Crocodile Capital Partners GmbH acquired a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Cresud S.A.C.I.F. y A. $CRESY Position Raised by Crocodile Capital Partners GmbH
Crocodile Capital Partners GmbH lifted its position in shares of Cresud S.A.C.I.F. y A. (NASDAQ:CRESY – Free Report) by 438.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Elevation Wealth Partners LLC Buys 8,828 Shares of Avantis International Equity ETF $AVDE
Elevation Wealth Partners LLC lifted its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 5.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
JPMorgan U.S. Quality Factor ETF $JQUA Stake Boosted by Breakwater Capital Group
Breakwater Capital Group increased its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 11.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Sells 48,366 Shares of Dimensional International High Profitability ETF $DIHP
Dynamic Advisor Solutions LLC cut its position in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 17.4% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS
Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Crocodile Capital Partners GmbH Makes New $41 Million Investment in Alpha Metallurgical Resources, Inc. $AMR
Crocodile Capital Partners GmbH bought a new stake in Alpha Metallurgical Resources, Inc. (NYSE:AMR – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Purchases 42,671 Shares of SPDR Portfolio S&P 500 ETF $SPLG
Dynamic Advisor Solutions LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Dynamic Advisor Solutions LLC Purchases Shares of 126,889 Dimensional Global Credit ETF $DGCB
Dynamic Advisor Solutions LLC acquired a new position in Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bennett Selby Investments LP Has $5.06 Million Holdings in Uber Technologies, Inc. $UBER
Bennett Selby Investments LP increased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 72.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Insider Buying: Tristel (LON:TSTL) Insider Acquires 2,597 Shares of Stock
Tristel plc (LON:TSTL – Get Free Report) insider Caroline Stephens bought 2,597 shares of the business’s stock in a transaction on Friday, March 20th. The stock was purchased at an average price of GBX 382 per share, for... More of this article »
Brave Asset Management Inc. Raises Stake in Ziff Davis, Inc. $ZD
Brave Asset Management Inc. increased its holdings in Ziff Davis, Inc. (NASDAQ:ZD – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 6,422 Shares of RTX Corporation $RTX
Dynamic Advisor Solutions LLC decreased its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 17.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Supermarket Income REIT (LON:SUPR) Insider Buys £39,799.20 in Stock
Supermarket Income REIT (LON:SUPR – Get Free Report) insider Sapna Shah purchased 47,380 shares of the stock in a transaction dated Thursday, March 19th. The stock was purchased at an average price of GBX 84 per share, for a... More of this article »
Bennett Selby Investments LP Makes New $570,000 Investment in Schwab US Broad Market ETF $SCHB
Bennett Selby Investments LP purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 21,739... More of this article »
BlackRock $BLK Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its stake in BlackRock (NYSE:BLK – Free Report) by 12.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Insider Selling: Symphony Environmental Technologies (LON:SYM) Insider Sells 325,525 Shares of Stock
Symphony Environmental Technologies plc (LON:SYM – Get Free Report) insider Michael Laurier sold 325,525 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average... More of this article »
Bennett Selby Investments LP Sells 3,511 Shares of Pool Corporation $POOL
Bennett Selby Investments LP lessened its holdings in shares of Pool Corporation (NASDAQ:POOL – Free Report) by 69.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,557 shares of the... More of this article »
Dynamic Advisor Solutions LLC Sells 1,018 Shares of Northrop Grumman Corporation $NOC
Dynamic Advisor Solutions LLC reduced its holdings in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Invesco Senior Loan ETF $BKLN Shares Bought by Bennett Selby Investments LP
Bennett Selby Investments LP grew its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 385.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
SPDR Russell 1000 Low Volatility Focus ETF $ONEV Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its holdings in shares of SPDR Russell 1000 Low Volatility Focus ETF (NYSEARCA:ONEV – Free Report) by 11.9% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »