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Concord Wealth Partners Buys 1,619 Shares of Tesla, Inc. $TSLA
Concord Wealth Partners boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 23.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Has $695,000 Holdings in Netflix, Inc. $NFLX
FARMERS & MERCHANTS TRUST Co OF LONG BEACH grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 914.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Gainplan LLC Purchases New Position in Amazon.com, Inc. $AMZN
Gainplan LLC purchased a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,130... More of this article »
Howard Capital Management Inc. Has $73.47 Million Position in Amazon.com, Inc. $AMZN
Howard Capital Management Inc. grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 17.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 318,319... More of this article »
Ritholtz Wealth Management Raises Stock Holdings in Amazon.com, Inc. $AMZN
Ritholtz Wealth Management grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 2.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
Ashton Thomas Private Wealth LLC Trims Stake in Cisco Systems, Inc. $CSCO
Ashton Thomas Private Wealth LLC lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 17.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Comerica Bank Trims Stake in American Express Company $AXP
Comerica Bank decreased its position in shares of American Express Company (NYSE:AXP) by 5.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 149,551 shares of the payment services company’s... More of this article »
Netflix, Inc. $NFLX Shares Bought by Eads & Heald Wealth Management
Eads & Heald Wealth Management raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 874.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cummins Inc. $CMI Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. reduced its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Eagle Wealth Advisors LLC Buys New Holdings in Caterpillar Inc. $CAT
Eagle Wealth Advisors LLC bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 657 shares of the... More of this article »
Apple Inc. $AAPL Shares Purchased by Runnymede Capital Advisors Inc.
Runnymede Capital Advisors Inc. lifted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 145.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
7,128 Shares in Intel Corporation $INTC Acquired by Facet Wealth Inc.
Facet Wealth Inc. purchased a new position in Intel Corporation (NASDAQ:INTC – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 7,128 shares of... More of this article »
Comerica Bank Has $34.90 Million Stock Position in The Sherwin-Williams Company $SHW
Comerica Bank reduced its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 7.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 107,718 shares of the specialty... More of this article »
D.A. Davidson & CO. Raises Stake in Merck & Co., Inc. $MRK
D.A. Davidson & CO. increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 576,959 shares of the company’s... More of this article »
D.A. Davidson & CO. Has $22.98 Million Stock Position in Blackstone Inc. $BX
D.A. Davidson & CO. reduced its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Elevated Financial Group LLC Takes $521,000 Position in Invesco QQQ $QQQ
Elevated Financial Group LLC bought a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 848... More of this article »
Invesco QQQ $QQQ is Dougherty Wealth Advisers LLC’s 4th Largest Position
Dougherty Wealth Advisers LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 167.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Concurrent Investment Advisors LLC Raises Holdings in Applied Materials, Inc. $AMAT
Concurrent Investment Advisors LLC boosted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 116.4% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Advisors Capital Management LLC Purchases 2,966 Shares of Vanguard Total Stock Market ETF $VTI
Advisors Capital Management LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 20.8% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Vanguard Total Stock Market ETF $VTI is Avalon Advisory Group’s Largest Position
Avalon Advisory Group reduced its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Cummins Inc. $CMI Shares Purchased by Comprehensive Financial Consultants Institutional Inc.
Comprehensive Financial Consultants Institutional Inc. lifted its position in Cummins Inc. (NYSE:CMI – Free Report) by 643.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Comerica Bank Grows Stock Position in RBC Bearings Incorporated $RBC
Comerica Bank increased its holdings in RBC Bearings Incorporated (NYSE:RBC – Free Report) by 19.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Comerica Bank Trims Holdings in GE Aerospace $GE
Comerica Bank cut its stake in GE Aerospace (NYSE:GE – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 194,407 shares of the company’s... More of this article »
Comerica Bank Acquires 54,224 Shares of Vanguard Total Bond Market ETF $BND
Comerica Bank increased its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
First National Bank of Hutchinson Sells 2,717 Shares of Chevron Corporation $CVX
First National Bank of Hutchinson decreased its position in Chevron Corporation (NYSE:CVX – Free Report) by 36.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Chevron Corporation $CVX Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH
FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 23.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Cornerstone Investment Partners LLC Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH
Cornerstone Investment Partners LLC lowered its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Facet Wealth Inc. Acquires 2,006 Shares of Invesco QQQ $QQQ
Facet Wealth Inc. lifted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 70.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
D.A. Davidson & CO. Has $38.13 Million Holdings in Cisco Systems, Inc. $CSCO
D.A. Davidson & CO. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
D.A. Davidson & CO. Grows Stock Position in The Goldman Sachs Group, Inc. $GS
D.A. Davidson & CO. increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Earned Wealth Advisors LLC Increases Stock Position in Broadcom Inc. $AVGO
Earned Wealth Advisors LLC boosted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 32.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Chicago Partners Investment Group LLC Acquires 5,527 Shares of Newmont Corporation $NEM
Chicago Partners Investment Group LLC raised its holdings in Newmont Corporation (NYSE:NEM – Free Report) by 73.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Paragon Capital Management Ltd Sells 11,938 Shares of Microsoft Corporation $MSFT
Paragon Capital Management Ltd trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 17.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Apple Inc. $AAPL Shares Sold by McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC cut its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 38.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Apple Inc. $AAPL Shares Sold by Townsend Asset Management Corp NC ADV
Townsend Asset Management Corp NC ADV cut its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Comerica Bank Buys 51,752 Shares of iShares Russell Mid-Cap Growth ETF $IWP
Comerica Bank increased its stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 18.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Atlas Legacy Advisors LLC Has $5.32 Million Holdings in Tesla, Inc. $TSLA
Atlas Legacy Advisors LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 26.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 905.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Strong Tower Advisory Services Has $24.68 Million Stake in NVIDIA Corporation $NVDA
Strong Tower Advisory Services trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Comerica Bank Has $50 Million Position in Morgan Stanley $MS
Comerica Bank lowered its stake in Morgan Stanley (NYSE:MS – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Comerica Bank Sells 5,534 Shares of Union Pacific Corporation $UNP
Comerica Bank lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Comerica Bank Cuts Position in Thermo Fisher Scientific Inc. $TMO
Comerica Bank lessened its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Comprehensive Financial Consultants Institutional Inc. Takes $1.46 Million Position in Fiserv, Inc. $FISV
Comprehensive Financial Consultants Institutional Inc. purchased a new stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Micron Technology, Inc. $MU Shares Sold by Comerica Bank
Comerica Bank trimmed its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Tectonic Advisors LLC Reduces Holdings in Alphabet Inc. $GOOGL
Tectonic Advisors LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 18.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Comerica Bank Decreases Stake in Qualcomm Incorporated $QCOM
Comerica Bank decreased its position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 249,045 shares of the... More of this article »
Howard Capital Management Inc. Grows Holdings in NVIDIA Corporation $NVDA
Howard Capital Management Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Peak Financial Management Inc. Sells 3,605 Shares of NVIDIA Corporation $NVDA
Peak Financial Management Inc. reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 14.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »