Home » Author Archive
Clear Trail Advisors LLC Purchases New Position in ONEOK, Inc. $OKE
Clear Trail Advisors LLC purchased a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Clear Trail Advisors LLC Takes Position in Marathon Petroleum Corporation $MPC
Clear Trail Advisors LLC purchased a new position in Marathon Petroleum Corporation (NYSE:MPC – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Clear Trail Advisors LLC Takes Position in Plains All American Pipeline Lp $PAA
Clear Trail Advisors LLC bought a new position in shares of Plains All American Pipeline Lp (NASDAQ:PAA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
16,787 Shares in Alerian MLP ETF $AMLP Acquired by Clear Trail Advisors LLC
Clear Trail Advisors LLC acquired a new stake in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 16,787 shares... More of this article »
Clear Trail Advisors LLC Makes New Investment in International Business Machines Corporation $IBM
Clear Trail Advisors LLC bought a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
34,333 Shares in Best Buy Co., Inc. $BBY Bought by Clear Trail Advisors LLC
Clear Trail Advisors LLC acquired a new position in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
13,328 Shares in Brookfield Asset Management Ltd. $BAM Bought by Clear Trail Advisors LLC
Clear Trail Advisors LLC purchased a new stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
BDF Gestion Grows Stock Holdings in Arista Networks, Inc. $ANET
BDF Gestion increased its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 20.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Snowflake Inc. $SNOW Shares Acquired by BDF Gestion
BDF Gestion boosted its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 66.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 17,415 shares of the company’s stock... More of this article »
BOS Asset Management LLC Has $18.18 Million Stake in iShares 20+ Year Treasury Bond ETF $TLT
BOS Asset Management LLC trimmed its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
BDF Gestion Makes New Investment in Service Corporation International $SCI
BDF Gestion purchased a new position in shares of Service Corporation International (NYSE:SCI – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Avanza Fonder AB Grows Stake in AutoZone, Inc. $AZO
Avanza Fonder AB increased its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 12.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,940 shares of the... More of this article »
Ayalon Insurance Comp Ltd. Purchases 4,400 Shares of Snowflake Inc. $SNOW
Ayalon Insurance Comp Ltd. boosted its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 45.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Community Trust & Investment Co. Decreases Position in Churchill Downs, Incorporated $CHDN
Community Trust & Investment Co. decreased its holdings in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
BDF Gestion Invests $1.80 Million in Guidewire Software, Inc. $GWRE
BDF Gestion bought a new stake in Guidewire Software, Inc. (NYSE:GWRE – Free Report) in 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 »
Avior Wealth Management LLC Reduces Position in Microsoft Corporation $MSFT
Avior Wealth Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
BOS Asset Management LLC Has $10.38 Million Stock Holdings in Dimensional US Small Cap Value ETF $DFSV
BOS Asset Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 6.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
BOS Asset Management LLC Purchases 5,136 Shares of SPDR S&P Homebuilders ETF $XHB
BOS Asset Management LLC increased its holdings in shares of SPDR S&P Homebuilders ETF (NYSEARCA:XHB – Free Report) by 14.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
BDF Gestion Makes New $2.55 Million Investment in Fortinet, Inc. $FTNT
BDF Gestion acquired a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 32,100 shares of... More of this article »
BDF Gestion Makes New Investment in Morgan Stanley $MS
BDF Gestion purchased a new position in Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 15,938 shares... More of this article »
BDF Gestion Purchases Shares of 11,050 Atlassian Corporation PLC $TEAM
BDF Gestion acquired a new position in shares of Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
23,000 Shares in CF Industries Holdings, Inc. $CF Purchased by BDF Gestion
BDF Gestion purchased a new position in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Community Trust & Investment Co. Trims Stock Position in Astrazeneca Plc $AZN
Community Trust & Investment Co. trimmed its holdings in Astrazeneca Plc (NYSE:AZN – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Vanguard Utilities ETF $VPU Shares Sold by BOS Asset Management LLC
BOS Asset Management LLC decreased its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 44.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Clear Trail Advisors LLC Makes New $5.10 Million Investment in Johnson Controls International plc $JCI
Clear Trail Advisors LLC purchased a new stake in Johnson Controls International plc (NYSE:JCI – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Baker Tilly Wealth Management LLC Increases Stake in Vanguard S&P 500 ETF $VOO
Baker Tilly Wealth Management LLC lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Central Bank & Trust Co. Acquires 9,698 Shares of Vanguard Russell 2000 ETF $VTWO
Central Bank & Trust Co. increased its holdings in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 374.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Roper Technologies, Inc. $ROP Shares Sold by Carderock Capital Management Inc.
Carderock Capital Management Inc. decreased its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 46.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
United Rentals, Inc. $URI Shares Sold by Central Bank & Trust Co.
Central Bank & Trust Co. decreased its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 9.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Community Trust & Investment Co. Sells 20,632 Shares of MasTec, Inc. $MTZ
Community Trust & Investment Co. decreased its position in shares of MasTec, Inc. (NYSE:MTZ – Free Report) by 14.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 124,035 shares... More of this article »
Carderock Capital Management Inc. Purchases 1,633 Shares of Motorola Solutions, Inc. $MSI
Carderock Capital Management Inc. grew its position in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 16.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Carderock Capital Management Inc. Sells 4,482 Shares of Badger Meter, Inc. $BMI
Carderock Capital Management Inc. lessened its holdings in Badger Meter, Inc. (NYSE:BMI – Free Report) by 24.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Carderock Capital Management Inc. Sells 5,513 Shares of Air Products and Chemicals, Inc. $APD
Carderock Capital Management Inc. reduced its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 20.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »Carderock Capital Management Inc. Decreases Holdings in Arch Capital Group Ltd. $ACGL
Carderock Capital Management Inc. decreased its stake in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Carderock Capital Management Inc. Buys 5,662 Shares of Thermo Fisher Scientific Inc. $TMO
Carderock Capital Management Inc. lifted its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 36.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Community Trust & Investment Co. Sells 93,822 Shares of SLB Limited $SLB
Community Trust & Investment Co. lessened its holdings in SLB Limited (NYSE:SLB – Free Report) by 22.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Community Trust & Investment Co. Sells 4,202 Shares of Advanced Micro Devices, Inc. $AMD
Community Trust & Investment Co. reduced its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Cambridge Financial Group LLC Invests $591,000 in iShares Global 100 ETF $IOO
Cambridge Financial Group LLC purchased a new stake in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Carderock Capital Management Inc. Sells 11,677 Shares of Watsco, Inc. $WSO
Carderock Capital Management Inc. lowered its holdings in Watsco, Inc. (NYSE:WSO – Free Report) by 80.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 2,822 shares of the... More of this article »
Amphenol Corporation $APH Shares Sold by Carderock Capital Management Inc.
Carderock Capital Management Inc. reduced its stake in Amphenol Corporation (NYSE:APH – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Carderock Capital Management Inc. Buys 7,344 Shares of STERIS plc $STE
Carderock Capital Management Inc. raised its stake in shares of STERIS plc (NYSE:STE – Free Report) by 24.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 37,085 shares... More of this article »
Contrasting SOLV Energy (NASDAQ:MWH) and Primoris Services (NYSE:PRIM)
Primoris Services (NYSE:PRIM – Get Free Report) and SOLV Energy (NASDAQ:MWH – Get Free Report) are both mid-cap construction companies, but which is the better stock? We will compare the two businesses based on the strength... More of this article »
Dimensional World ex U.S. Core Equity 2 ETF $DFAX Shares Purchased by Cambridge Financial Group LLC
Cambridge Financial Group LLC raised its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 10.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Carderock Capital Management Inc. Trims Holdings in Church & Dwight Co., Inc. $CHD
Carderock Capital Management Inc. reduced its position in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 62.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Community Trust & Investment Co. Has $14.51 Million Stock Position in US Foods Holding Corp. $USFD
Community Trust & Investment Co. lessened its stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 15.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Community Trust Bancorp, Inc. $CTBI is Community Trust & Investment Co.’s 4th Largest Position
Community Trust & Investment Co. lessened its holdings in Community Trust Bancorp, Inc. (NASDAQ:CTBI – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cambridge Financial Group LLC Buys Shares of 6,622 Vanguard Real Estate ETF $VNQ
Cambridge Financial Group LLC bought a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
L3Harris Technologies Inc $LHX Holdings Cut by Community Trust & Investment Co.
Community Trust & Investment Co. cut its holdings in L3Harris Technologies Inc (NYSE:LHX – Free Report) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
