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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 »
HBW Advisory Services LLC Decreases Holdings in Alphabet Inc. $GOOGL
HBW Advisory Services LLC decreased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,939 shares of... More of this article »
77,524 Shares in Alphabet Inc. $GOOGL Purchased by Third View Private Wealth LLC
Third View Private Wealth LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Massachusetts Financial Services Co. MA Has $12.52 Billion Stock Holdings in NVIDIA Corporation $NVDA
Massachusetts Financial Services Co. MA lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
State of Alaska Department of Revenue Cuts Stake in Alphabet Inc. $GOOGL
State of Alaska Department of Revenue lessened its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Ashton Thomas Private Wealth LLC Sells 49,784 Shares of Merck & Co., Inc. $MRK
Ashton Thomas Private Wealth LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 29.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Comerica Bank Trims Holdings in CocaCola Company (The) $KO
Comerica Bank decreased its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Eagle Wealth Advisors LLC Acquires New Position in Vanguard Total Stock Market ETF $VTI
Eagle Wealth Advisors LLC acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,650 shares of... More of this article »
Comerica Bank Lowers Position in Chevron Corporation $CVX
Comerica Bank lowered its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Eagle Wealth Advisors LLC Acquires Shares of 3,660 Lam Research Corporation $LRCX
Eagle Wealth Advisors LLC acquired a new stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,660... More of this article »
Eagle Wealth Advisors LLC Invests $494,000 in Procter & Gamble Company (The) $PG
Eagle Wealth Advisors LLC acquired a new position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Eagle Wealth Advisors LLC Buys Shares of 1,629 UnitedHealth Group Incorporated $UNH
Eagle Wealth Advisors LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – 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 »
Eagle Wealth Advisors LLC Takes $586,000 Position in Oracle Corporation $ORCL
Eagle Wealth Advisors LLC purchased a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Eagle Wealth Advisors LLC Acquires New Position in Intuitive Surgical, Inc. $ISRG
Eagle Wealth Advisors LLC acquired a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Has $236,000 Stock Holdings in Parker-Hannifin Corporation $PH
FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 74.8% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Ecolab Inc. $ECL Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH
FARMERS & MERCHANTS TRUST Co OF LONG BEACH trimmed its position in Ecolab Inc. (NYSE:ECL – Free Report) by 67.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Eagle Wealth Advisors LLC Buys Shares of 2,564 Mastercard Incorporated $MA
Eagle Wealth Advisors LLC bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,564 shares... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Cuts Stock Position in Caterpillar Inc. $CAT
FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 73.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Deltec Asset Management LLC Makes New $1.33 Million Investment in SPDR Gold Shares $GLD
Deltec Asset Management LLC acquired a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Aprio Wealth Management LLC Grows Stock Holdings in Netflix, Inc. $NFLX
Aprio Wealth Management LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,057.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Cornerstone Investment Partners LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Cornerstone Investment Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
The Boeing Company $BA Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH
FARMERS & MERCHANTS TRUST Co OF LONG BEACH decreased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 13.7% during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Meta Platforms, Inc. $META Position Trimmed by Dupont Capital Management Corp
Dupont Capital Management Corp lessened its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Meta Platforms, Inc. $META Shares Acquired by Fisher Funds Management LTD
Fisher Funds Management LTD lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 49.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Meta Platforms, Inc. $META Shares Sold by Chicago Capital LLC
Chicago Capital LLC trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
D.A. Davidson & CO. Purchases 17,017 Shares of Dimensional World ex U.S. Core Equity 2 ETF $DFAX
D.A. Davidson & CO. lifted its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
D.A. Davidson & CO. Sells 13,454 Shares of RTX Corporation $RTX
D.A. Davidson & CO. lowered its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Has $6.14 Million Stock Holdings in Thermo Fisher Scientific Inc. $TMO
Concurrent Investment Advisors LLC increased its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 131.4% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Concord Wealth Partners Has $4.11 Million Stock Position in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Concord Wealth Partners lifted its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 25.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Stock Holdings Increased by Concord Asset Management LLC VA
Concord Asset Management LLC VA boosted its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 28.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SPDR Portfolio Short Term Corporate Bond ETF $SPSB is Concord Wealth Partners’ 5th Largest Position
Concord Wealth Partners grew its position in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Eagle Wealth Advisors LLC Takes Position in Linde PLC $LIN
Eagle Wealth Advisors LLC acquired a new stake in Linde PLC (NASDAQ:LIN – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,223 shares... More of this article »
iShares Russell 1000 Value ETF $IWD Shares Bought by Comerica Bank
Comerica Bank raised its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Comerica Bank Acquires 885,705 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Comerica Bank increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 52.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Comerica Bank Sells 38,811 Shares of iShares Core S&P Small-Cap ETF $IJR
Comerica Bank decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,104,333... More of this article »
Comerica Bank Boosts Holdings in iShares MSCI EAFE ETF $EFA
Comerica Bank raised its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 36.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,429,988 shares... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Sells 4,880 Shares of Merck & Co., Inc. $MRK
FARMERS & MERCHANTS TRUST Co OF LONG BEACH lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 37.5% during the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Cuts Holdings in Linde PLC $LIN
FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 71.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Eagle Wealth Advisors LLC Makes New $450,000 Investment in Arista Networks, Inc. $ANET
Eagle Wealth Advisors LLC acquired a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 3,432 shares of the... More of this article »
Comerica Bank Trims Stock Position in AbbVie Inc. $ABBV
Comerica Bank lessened its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Comerica Bank
Comerica Bank grew its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
United Therapeutics Corporation $UTHR Shares Bought by Comerica Bank
Comerica Bank boosted its position in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Trims Stake in Union Pacific Corporation $UNP
FARMERS & MERCHANTS TRUST Co OF LONG BEACH lessened its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 70.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Comerica Bank Grows Position in Vanguard FTSE Emerging Markets ETF $VWO
Comerica Bank lifted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 39.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Oracle Corporation $ORCL Shares Sold by Comerica Bank
Comerica Bank cut its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 5.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Comprehensive Financial Consultants Institutional Inc. Buys New Stake in Entergy Corporation $ETR
Comprehensive Financial Consultants Institutional Inc. bought a new stake in Entergy Corporation (NYSE:ETR – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 32,742 shares of... More of this article »
Comerica Bank Sells 65,208 Shares of iShares MSCI India ETF $INDA
Comerica Bank decreased its position in shares of iShares MSCI India ETF (BATS:INDA – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Comerica Bank Sells 14,730 Shares of International Business Machines Corporation $IBM
Comerica Bank trimmed its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 5.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 277,624... More of this article »