Home » Author Archive
Diversify Advisory Services LLC Sells 85,057 Shares of SoFi Technologies, Inc. $SOFI
Diversify Advisory Services LLC cut its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 9.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Fieldview Capital Management LLC Invests $4.74 Million in Motorola Solutions, Inc. $MSI
Fieldview Capital Management LLC acquired a new stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Fieldview Capital Management LLC Purchases New Position in Thermo Fisher Scientific Inc. $TMO
Fieldview Capital Management LLC acquired a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 10,497... More of this article »
Dynamic Technology Lab Private Ltd Purchases Shares of 25,520 Bank OZK $OZK
Dynamic Technology Lab Private Ltd bought a new position in Bank OZK (NASDAQ:OZK – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Copart, Inc. $CPRT Shares Sold by CI Investments Inc.
CI Investments Inc. decreased its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 95.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Fort Sheridan Advisors LLC Takes $683,000 Position in U.S. Bancorp $USB
Fort Sheridan Advisors LLC bought a new stake in U.S. Bancorp (NYSE:USB – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First Trust Advisors LP Sells 136,389 Shares of Fastenal Company $FAST
First Trust Advisors LP trimmed its position in Fastenal Company (NASDAQ:FAST – Free Report) by 5.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Asahi Life Asset Management CO. LTD. Sells 2,177 Shares of Apple Inc. $AAPL
Asahi Life Asset Management CO. LTD. lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 5.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dynamic Technology Lab Private Ltd Makes New $1.19 Million Investment in Costco Wholesale Corporation $COST
Dynamic Technology Lab Private Ltd bought a new position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Crossingbridge Advisors LLC Buys 46,833 Shares of IB Acquisition Corp. $IBAC
Crossingbridge Advisors LLC boosted its stake in shares of IB Acquisition Corp. (NASDAQ:IBAC – Free Report) by 10.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Asahi Life Asset Management CO. LTD. Cuts Stake in NVIDIA Corporation $NVDA
Asahi Life Asset Management CO. LTD. cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
85,152 Shares in Salesforce Inc. $CRM Bought by Dundas Partners LLP
Dundas Partners LLP bought a new position in Salesforce Inc. (NYSE:CRM – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 85,152 shares... More of this article »
Fieldview Capital Management LLC Invests $3.30 Million in Tesla, Inc. $TSLA
Fieldview Capital Management LLC purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 7,427 shares... More of this article »
Fieldview Capital Management LLC Acquires New Shares in Rivian Automotive, Inc. $RIVN
Fieldview Capital Management LLC acquired a new position in Rivian Automotive, Inc. (NASDAQ:RIVN – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Clarkston Capital Partners LLC Lowers Stock Position in Landstar System, Inc. $LSTR
Clarkston Capital Partners LLC cut its stake in shares of Landstar System, Inc. (NASDAQ:LSTR – Free Report) by 3.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Fieldview Capital Management LLC Has $3.96 Million Stake in Analog Devices, Inc. $ADI
Fieldview Capital Management LLC increased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1,008.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Fieldview Capital Management LLC Sells 4,585 Shares of Sterling Infrastructure, Inc. $STRL
Fieldview Capital Management LLC lowered its stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 35.5% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 8,313... More of this article »
Clarkston Capital Partners LLC Has $142.41 Million Stock Position in Sysco Corporation $SYY
Clarkston Capital Partners LLC lessened its stake in Sysco Corporation (NYSE:SYY – Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fieldview Capital Management LLC Invests $3.87 Million in Churchill Downs, Incorporated $CHDN
Fieldview Capital Management LLC acquired a new position in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Fieldview Capital Management LLC Acquires New Holdings in Guidewire Software, Inc. $GWRE
Fieldview Capital Management LLC bought a new position in shares of Guidewire Software, Inc. (NYSE:GWRE – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
First Trust Advisors LP Decreases Position in Ford Motor Company $F
First Trust Advisors LP decreased its position in shares of Ford Motor Company (NYSE:F – Free Report) by 7.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Crossmark Global Holdings Inc. Acquires 14,505 Shares of Weatherford International PLC $WFRD
Crossmark Global Holdings Inc. lifted its holdings in shares of Weatherford International PLC (NASDAQ:WFRD – Free Report) by 270.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
HCA Healthcare, Inc. $HCA Shares Sold by Gabelli Funds LLC
Gabelli Funds LLC lowered its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 21.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Bell Asset Management Ltd Reduces Stock Holdings in HCA Healthcare, Inc. $HCA
Bell Asset Management Ltd lessened its stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 37.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Blair William & Co. IL Has $20.31 Million Stock Holdings in Cummins Inc. $CMI
Blair William & Co. IL lifted its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 6.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
First Trust Advisors LP Has $131.62 Million Position in The Goldman Sachs Group, Inc. $GS
First Trust Advisors LP cut its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 17.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Dimensional Fund Advisors LP Sells 9,035 Shares of Enersys $ENS
Dimensional Fund Advisors LP lowered its position in Enersys (NYSE:ENS – Free Report) by 0.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Dimensional Fund Advisors LP Acquires 38,758 Shares of American Electric Power Company, Inc. $AEP
Dimensional Fund Advisors LP grew its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Applied Materials, Inc. $AMAT Shares Sold by Fort Sheridan Advisors LLC
Fort Sheridan Advisors LLC lessened its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Vanguard Total Stock Market ETF $VTI Stock Position Raised by Flavin Financial Services Inc.
Flavin Financial Services Inc. increased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 91.5% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,025... More of this article »
Vanguard Total Stock Market ETF $VTI is Evensky & Katz LLC’s 7th Largest Position
Evensky & Katz LLC lowered its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 16.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Shares Bought by Evensky & Katz LLC
Evensky & Katz LLC increased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Visa Inc. $V Stake Raised by Dundas Partners LLP
Dundas Partners LLP boosted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 3.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 181,492 shares of the credit-card processor’s... More of this article »
Dundas Partners LLP Acquires 165,912 Shares of Applied Materials, Inc. $AMAT
Dundas Partners LLP raised its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 147.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 278,394... More of this article »
Evensky & Katz LLC Trims Stock Position in John Hancock Multifactor Developed International ETF $JHMD
Evensky & Katz LLC trimmed its holdings in John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD – Free Report) by 6.4% during the third quarter, according to the company in its most recent filing with the... More of this article »
2,641 Shares in Johnson & Johnson $JNJ Acquired by DLD Asset Management LP
DLD Asset Management LP purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,641 shares... More of this article »
Dundas Partners LLP Acquires 22,933 Shares of ResMed Inc. $RMD
Dundas Partners LLP increased its holdings in shares of ResMed Inc. (NYSE:RMD – Free Report) by 15.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
DLD Asset Management LP Makes New $4.64 Million Investment in Liberty Broadband Corporation $LBRDK
DLD Asset Management LP acquired a new position in shares of Liberty Broadband Corporation (NASDAQ:LBRDK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Flavin Financial Services Inc. Boosts Stock Holdings in Merck & Co., Inc. $MRK
Flavin Financial Services Inc. raised its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 27.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Diversify Advisory Services LLC Has $7.60 Million Stock Holdings in PGIM Ultra Short Bond ETF $PULS
Diversify Advisory Services LLC increased its holdings in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 19.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Diversify Advisory Services LLC Acquires 33,461 Shares of Micron Technology, Inc. $MU
Diversify Advisory Services LLC increased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 406.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Avantis International Equity ETF $AVDE Shares Purchased by Certified Advisory Corp
Certified Advisory Corp boosted its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 27.1% during the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Schwab US Dividend Equity ETF $SCHD Position Trimmed by Certified Advisory Corp
Certified Advisory Corp trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 34.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Diversify Advisory Services LLC Has $7.46 Million Holdings in iShares Core Total USD Bond Market ETF $IUSB
Diversify Advisory Services LLC increased its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 11.3% during the third quarter, according to the company in its most recent Form 13F filing... More of this article »
OneStream, Inc. $OS Shares Sold by Quantbot Technologies LP
Quantbot Technologies LP lessened its holdings in shares of OneStream, Inc. (NASDAQ:OS – Free Report) by 38.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Intech Investment Management LLC Sells 52,995 Shares of HealthStream, Inc. $HSTM
Intech Investment Management LLC decreased its stake in HealthStream, Inc. (NASDAQ:HSTM – Free Report) by 63.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Intech Investment Management LLC Sells 50,229 Shares of The Trade Desk $TTD
Intech Investment Management LLC reduced its stake in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 74.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Intech Investment Management LLC Sells 34,945 Shares of Hanmi Financial Corporation $HAFC
Intech Investment Management LLC decreased its position in shares of Hanmi Financial Corporation (NASDAQ:HAFC – Free Report) by 50.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
