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Dynamic Advisor Solutions LLC Sells 19,756 Shares of Altria Group, Inc. $MO
Dynamic Advisor Solutions LLC cut its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 27.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Diversified Trust Co. Increases Position in HCA Healthcare, Inc. $HCA
Diversified Trust Co. grew its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 9.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Unilever PLC $UL Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its stake in Unilever PLC (NYSE:UL – Free Report) by 12.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Diversified Trust Co. Purchases 2,324 Shares of Chubb Limited $CB
Diversified Trust Co. raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Amplify CWP Enhanced Dividend Income ETF $DIVO Stock Holdings Cut by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its position in Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO – Free Report) by 27.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Diversified Trust Co. Sells 9,560 Shares of Cencora, Inc. $COR
Diversified Trust Co. reduced its stake in shares of Cencora, Inc. (NYSE:COR – Free Report) by 22.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
PositiveID (OTCMKTS:PSID) Stock Crosses Above 200 Day Moving Average – Time to Sell?
PositiveID Corp. (OTCMKTS:PSID – Get Free Report) crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $0.00 and traded as high as $0.0002. PositiveID shares last traded... More of this article »
Dynamic Advisor Solutions LLC Sells 5,754 Shares of SPDR S&P Metals & Mining ETF $XME
Dynamic Advisor Solutions LLC lessened its holdings in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 11.8% in the fourth quarter, according to its most recent filing with the SEC. The firm... More of this article »
Dynamic Advisor Solutions LLC Reduces Position in Invesco Russell 1000 Dynamic Multifactor ETF $OMFL
Dynamic Advisor Solutions LLC reduced its stake in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 76.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Diversified Trust Co. Has $12.53 Million Stock Position in Mastercard Incorporated $MA
Diversified Trust Co. lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 14.6% 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 »
Dynamic Advisor Solutions LLC Sells 6,769 Shares of Adobe Inc. $ADBE
Dynamic Advisor Solutions LLC trimmed its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 37.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Diversified Trust Co. Sells 3,430 Shares of Ascendis Pharma A/S $ASND
Diversified Trust Co. lowered its stake in shares of Ascendis Pharma A/S (NASDAQ:ASND – Free Report) by 7.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 42,251 shares of the biotechnology... More of this article »
Breakwater Capital Group Invests $544,000 in Vanguard U.S. Momentum Factor ETF $VFMO
Breakwater Capital Group purchased a new position in shares of Vanguard U.S. Momentum Factor ETF (BATS:VFMO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Procter & Gamble Company (The) $PG Shares Sold by Diversified Trust Co.
Diversified Trust Co. lessened its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 49.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Precision Drilling (NYSE:PDS) Given New $140.00 Price Target at Royal Bank Of Canada
Precision Drilling (NYSE:PDS – Free Report) (TSE:PD) had its price objective raised by Royal Bank Of Canada from $124.00 to $140.00 in a research report released on Monday morning,Benzinga reports. The brokerage currently has... More of this article »
Diversified Trust Co. Cuts Position in Qualcomm Incorporated $QCOM
Diversified Trust Co. decreased its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 20.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Dynamic Advisor Solutions LLC Cuts Stock Position in T. Rowe Price Equity Income ETF $TEQI
Dynamic Advisor Solutions LLC trimmed its holdings in shares of T. Rowe Price Equity Income ETF (NYSEARCA:TEQI – Free Report) by 24.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cyndeo Wealth Partners LLC Sells 18,913 Shares of Abacus FCF Real Assets Leaders ETF $ABLD
Cyndeo Wealth Partners LLC cut its stake in Abacus FCF Real Assets Leaders ETF (BATS:ABLD – Free Report) by 48.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
1st Source (NASDAQ:SRCE) Shares Cross Above 200 Day Moving Average – What’s Next?
1st Source Corporation (NASDAQ:SRCE – Get Free Report)’s stock price crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $64.25 and traded as high as $69.12. 1st... More of this article »
Vanguard Extended Market ETF $VXF Shares Bought by Diversified Trust Co.
Diversified Trust Co. increased its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Costco Wholesale Corporation $COST Shares Bought by Diversified Trust Co.
Diversified Trust Co. grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 39.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Cheniere Energy (NYSE:LNG) Price Target Raised to $306.00 at BMO Capital Markets
Cheniere Energy (NYSE:LNG – Free Report) had its price target raised by BMO Capital Markets from $265.00 to $306.00 in a report released on Monday,Benzinga reports. BMO Capital Markets currently has an outperform rating on the... More of this article »
Diversified Trust Co. Sells 3,894 Shares of Vanguard Russell 3000 ETF $VTHR
Diversified Trust Co. lowered its position in shares of Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 4.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 6,426 Shares of O’Reilly Automotive, Inc. $ORLY
Dynamic Advisor Solutions LLC reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 11.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Sells 133,496 Shares of iShares Exponential Technologies ETF $XT
Dynamic Advisor Solutions LLC lowered its position in shares of iShares Exponential Technologies ETF (NASDAQ:XT – Free Report) by 76.4% in the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Dynamic Advisor Solutions LLC Has $16.17 Million Stock Position in Chevron Corporation $CVX
Dynamic Advisor Solutions LLC lowered its position in Chevron Corporation (NYSE:CVX – Free Report) by 9.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Dynamic Advisor Solutions LLC Sells 4,130 Shares of Costco Wholesale Corporation $COST
Dynamic Advisor Solutions LLC lowered its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 17.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 19,859... More of this article »
Breakwater Capital Group Makes New Investment in iShares MSCI USA Quality GARP ETF $GARP
Breakwater Capital Group bought a new position in shares of iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Cuts Stake in iShares 0-3 Month Treasury Bond ETF $SGOV
Diversified Trust Co. lessened its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 22.5% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Dynamic Advisor Solutions LLC Has $4.81 Million Holdings in Dimensional International Small Cap ETF $DFIS
Dynamic Advisor Solutions LLC lessened its position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 19.7% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Dynamic Advisor Solutions LLC Sells 28,117 Shares of Schwab Fundamental International Small Equity ETF $FNDC
Dynamic Advisor Solutions LLC trimmed its position in shares of Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC – Free Report) by 19.6% during the 4th quarter, according to its most recent 13F filing with the... More of this article »
Diversified Trust Co. Has $14.10 Million Stock Position in AbbVie Inc. $ABBV
Diversified Trust Co. boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Dynamic Advisor Solutions LLC Sells 4,153 Shares of Intuitive Surgical, Inc. $ISRG
Dynamic Advisor Solutions LLC decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 36.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
IQVIA Holdings Inc. $IQV Shares Acquired by Diversified Trust Co.
Diversified Trust Co. boosted its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 14.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Diversified Trust Co. Acquires 3,966 Shares of Vanguard Dividend Appreciation ETF $VIG
Diversified Trust Co. increased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
McDonald’s Corporation $MCD Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,947... More of this article »
Cyndeo Wealth Partners LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG
Cyndeo Wealth Partners LLC lessened its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 82.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Breakwater Capital Group Buys Shares of 10,412 Fidelity Quality Factor ETF $FQAL
Breakwater Capital Group purchased a new stake in shares of Fidelity Quality Factor ETF (NYSEARCA:FQAL – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Novo Nordisk A/S $NVO Holdings Lifted by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 70.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Reduces Stock Position in Procter & Gamble Company (The) $PG
Dynamic Advisor Solutions LLC reduced its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 26.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Acquires New Holdings in Jabil, Inc. $JBL
Cyndeo Wealth Partners LLC bought a new stake in shares of Jabil, Inc. (NYSE:JBL – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 2,056 shares of the technology company’s... More of this article »
Diversified Trust Co. Raises Stake in Bank of America Corporation $BAC
Diversified Trust Co. lifted its stake in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Simplify Hedged Equity ETF $HEQT Position Lowered by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its position in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 17.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Diversified Trust Co. Sells 5,014 Shares of American Express Company $AXP
Diversified Trust Co. decreased its position in American Express Company (NYSE:AXP) by 11.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,236 shares of the payment... More of this article »
Diversified Trust Co. Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Diversified Trust Co. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 49.5% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Grows Position in Darden Restaurants, Inc. $DRI
Dynamic Advisor Solutions LLC boosted its stake in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 478.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Capital Group Core Equity ETF $CGUS Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 39.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Diversified Trust Co. Acquires 759,233 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Diversified Trust Co. lifted its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 16.9% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »