Home » Author Archive
Brucke Financial Inc. Grows Position in Netflix, Inc. $NFLX
Brucke Financial Inc. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,067.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,547... More of this article »
David J Yvars Group Purchases 11,896 Shares of Netflix, Inc. $NFLX
David J Yvars Group raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 398.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Invesco QQQ $QQQ Shares Purchased by Certified Advisory Corp
Certified Advisory Corp raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares Core S&P 500 ETF $IVV Stock Position Increased by David J Yvars Group
David J Yvars Group boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
E. Ohman J or Asset Management AB Reduces Holdings in Quanta Services, Inc. $PWR
E. Ohman J or Asset Management AB trimmed its stake in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 22.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Daymark Wealth Partners LLC Acquires 519 Shares of Costco Wholesale Corporation $COST
Daymark Wealth Partners LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
E. Ohman J or Asset Management AB Invests $12.81 Million in Walmart Inc. $WMT
E. Ohman J or Asset Management AB acquired a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Congress Asset Management Co. Buys 107,460 Shares of Walmart Inc. $WMT
Congress Asset Management Co. lifted its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 705.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 122,689... More of this article »
Daymark Wealth Partners LLC Sells 1,239 Shares of Quanta Services, Inc. $PWR
Daymark Wealth Partners LLC lowered its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Divergent Planning LLC Buys 1,310 Shares of iShares Core S&P 500 ETF $IVV
Divergent Planning LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Congress Asset Management Co. Has $18.54 Million Stake in Sprouts Farmers Market, Inc. $SFM
Congress Asset Management Co. decreased its holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Exxon Mobil Corporation $XOM Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. trimmed its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 72.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Asempa Wealth Advisors Makes New $1.41 Million Investment in Exxon Mobil Corporation $XOM
Asempa Wealth Advisors acquired a new stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Walmart Inc. $WMT Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lowered its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 62.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 800,955 shares of the... More of this article »
Clear Trail Advisors LLC Purchases Shares of 66,711 Chevron Corporation $CVX
Clear Trail Advisors LLC acquired a new stake in shares of Chevron Corporation (NYSE:CVX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Capital Asset Advisory Services LLC Sells 2,667 Shares of Tesla, Inc. $TSLA
Capital Asset Advisory Services LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Congress Asset Management Co. Has $38.15 Million Stock Position in Cintas Corporation $CTAS
Congress Asset Management Co. lessened its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 73.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Balefire LLC Purchases 9,594 Shares of First Trust Rising Dividend Achievers ETF $RDVY
Balefire LLC raised its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 32.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Wells Fargo & Company $WFC Shares Bought by Diversified Trust Co.
Diversified Trust Co. grew its position in Wells Fargo & Company (NYSE:WFC) by 59.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,285 shares... More of this article »
Diversified Trust Co. Boosts Stake in NextEra Energy, Inc. $NEE
Diversified Trust Co. increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 41.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Bath Savings Trust Co Raises Holdings in Amphenol Corporation $APH
Bath Savings Trust Co boosted its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Lowers Stock Holdings in Janus Henderson AAA CLO ETF $JAAA
Dynamic Advisor Solutions LLC reduced its stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 40.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Balefire LLC Makes New Investment in Honeywell International Inc. $HON
Balefire LLC acquired a new position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Balefire LLC Has $1.35 Million Stock Holdings in Accenture PLC $ACN
Balefire LLC increased its position in Accenture PLC (NYSE:ACN – Free Report) by 329.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Diversified Trust Co. Sells 5,181 Shares of The Home Depot, Inc. $HD
Diversified Trust Co. reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 17.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
E. Ohman J or Asset Management AB Sells 2,079 Shares of The Sherwin-Williams Company $SHW
E. Ohman J or Asset Management AB cut its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
E. Ohman J or Asset Management AB Has $1.47 Million Position in Republic Services, Inc. $RSG
E. Ohman J or Asset Management AB lessened its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 25.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,929... More of this article »
The Sherwin-Williams Company $SHW Shares Acquired by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC boosted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 756.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Has $2.16 Million Stock Position in Motorola Solutions, Inc. $MSI
E. Ohman J or Asset Management AB cut its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 19.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Purchased by Certified Advisory Corp
Certified Advisory Corp boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Daymark Wealth Partners LLC Raises Holdings in Vanguard Growth ETF $VUG
Daymark Wealth Partners LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 38.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Daymark Wealth Partners LLC Has $6.82 Million Holdings in iShares Core S&P 500 ETF $IVV
Daymark Wealth Partners LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
E. Ohman J or Asset Management AB Makes New $2.82 Million Investment in Blackstone Inc. $BX
E. Ohman J or Asset Management AB bought a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Okta, Inc. $OKTA Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. lifted its holdings in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 23.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 98,063 shares of... More of this article »
E. Ohman J or Asset Management AB Reduces Holdings in Waste Management, Inc. $WM
E. Ohman J or Asset Management AB lowered its position in Waste Management, Inc. (NYSE:WM – Free Report) by 20.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
First Heartland Consultants Inc. Has $45.41 Million Holdings in Invesco QQQ $QQQ
First Heartland Consultants Inc. increased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Avanza Fonder AB Sells 8,484 Shares of Walmart Inc. $WMT
Avanza Fonder AB lessened its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 419,590 shares of the... More of this article »
Diversified Trust Co. Cuts Holdings in Electronic Arts Inc. $EA
Diversified Trust Co. reduced its holdings in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 27.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
BDF Gestion Purchases New Position in Western Digital Corporation $WDC
BDF Gestion acquired a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Breakthru Advisory Services LLC Has $9 Million Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ
Breakthru Advisory Services LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Curated Wealth Partners LLC Invests $8.78 Million in SPDR Gold Shares $GLD
Curated Wealth Partners LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
IDEXX Laboratories, Inc. $IDXX Shares Acquired by Diversified Trust Co.
Diversified Trust Co. lifted its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 223.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Dynamic Advisor Solutions LLC Buys 3,691 Shares of Astrazeneca Plc $AZN
Dynamic Advisor Solutions LLC grew its stake in Astrazeneca Plc (NYSE:AZN – Free Report) by 25.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
20,826 Shares in iShares Russell 2000 Growth ETF $IWO Acquired by Curated Wealth Partners LLC
Curated Wealth Partners LLC acquired a new stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
IREN Limited $IREN Shares Sold by Balefire LLC
Balefire LLC reduced its stake in shares of IREN Limited (NASDAQ:IREN – Free Report) by 44.2% 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 »
Bath Savings Trust Co Decreases Position in NIKE, Inc. $NKE
Bath Savings Trust Co cut its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 10.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 103,133 shares... More of this article »
David J Yvars Group Sells 3,340 Shares of DoorDash, Inc. $DASH
David J Yvars Group reduced its holdings in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 64.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquired by Balefire LLC
Balefire LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 25.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »