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C.H. Robinson Worldwide, Inc. $CHRW Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC boosted its position in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 82.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Arthur J. Gallagher & Co. $AJG Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC increased its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 31.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
D.A. Davidson & CO. Sells 25,113 Shares of MGM Resorts International $MGM
D.A. Davidson & CO. reduced its position in MGM Resorts International (NYSE:MGM – Free Report) by 8.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Concurrent Investment Advisors LLC Acquires 1,642 Shares of The Travelers Companies, Inc. $TRV
Concurrent Investment Advisors LLC increased its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 27.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Makes New Investment in Leidos Holdings, Inc. $LDOS
Concurrent Investment Advisors LLC acquired a new position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Buys 8,305 Shares of Diageo plc $DEO
Concurrent Investment Advisors LLC grew its stake in shares of Diageo plc (NYSE:DEO – Free Report) by 51.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Raises Position in Cullen/Frost Bankers, Inc. $CFR
Concurrent Investment Advisors LLC increased its holdings in Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) by 863.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Southern Company (The) $SO Shares Purchased by D.A. Davidson & CO.
D.A. Davidson & CO. lifted its stake in Southern Company (The) (NYSE:SO – Free Report) by 20.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Concurrent Investment Advisors LLC Purchases New Shares in PIMCO Income Strategy Fund II $PFN
Concurrent Investment Advisors LLC purchased a new stake in PIMCO Income Strategy Fund II (NYSE:PFN – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Increases Stock Holdings in iShares Russell Mid-Cap Growth ETF $IWP
Concurrent Investment Advisors LLC raised its position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 29.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
D.A. Davidson & CO. Raises Stock Holdings in iShares Core S&P 500 ETF $IVV
D.A. Davidson & CO. raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
51,296 Shares in iShares Core S&P 500 ETF $IVV Purchased by Elevated Financial Group LLC
Elevated Financial Group LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Concurrent Investment Advisors LLC Acquires 29,962 Shares of Invesco National AMT-Free Municipal Bond ETF $PZA
Concurrent Investment Advisors LLC raised its holdings in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 44.2% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Rollins, Inc. $ROL Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC lifted its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 65.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Concurrent Investment Advisors LLC Purchases 8,973 Shares of Matador Resources Company $MTDR
Concurrent Investment Advisors LLC raised its position in shares of Matador Resources Company (NYSE:MTDR – Free Report) by 16.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
D.A. Davidson & CO. Grows Stock Holdings in iShares 3-7 Year Treasury Bond ETF $IEI
D.A. Davidson & CO. lifted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 85.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 75,696 shares of the... More of this article »
Concurrent Investment Advisors LLC Raises Stock Position in Ares Management Corporation $ARES
Concurrent Investment Advisors LLC increased its holdings in shares of Ares Management Corporation (NYSE:ARES – Free Report) by 78.9% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
D.A. Davidson & CO. Has $9.57 Million Stock Holdings in iShares Core Dividend Growth ETF $DGRO
D.A. Davidson & CO. raised its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 9.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 137,795... More of this article »
Calamos Advisors LLC Sells 3,373,514 Shares of LivePerson, Inc. $LPSN
Calamos Advisors LLC lessened its stake in shares of LivePerson, Inc. (NASDAQ:LPSN – Free Report) by 99.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,762... More of this article »
Concurrent Investment Advisors LLC Makes New Investment in Atlassian Corporation PLC $TEAM
Concurrent Investment Advisors LLC acquired a new stake 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... More of this article »
Concurrent Investment Advisors LLC Buys 10,467 Shares of PulteGroup, Inc. $PHM
Concurrent Investment Advisors LLC lifted its stake in PulteGroup, Inc. (NYSE:PHM – Free Report) by 166.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Concurrent Investment Advisors LLC Buys 42,674 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO
Concurrent Investment Advisors LLC boosted its stake in shares of Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) by 95.4% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Cornerstone Investment Partners LLC Raises Stake in Visa Inc. $V
Cornerstone Investment Partners LLC boosted its holdings in Visa Inc. (NYSE:V – Free Report) by 10.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dougherty Wealth Advisers LLC Boosts Position in iShares Core S&P 500 ETF $IVV
Dougherty Wealth Advisers LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 715.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Equinix, Inc. $EQIX Shares Acquired by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC grew its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 22.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Concurrent Investment Advisors LLC Increases Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Concurrent Investment Advisors LLC raised its position in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 289.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Concurrent Investment Advisors LLC Purchases 16,905 Shares of Fastenal Company $FAST
Concurrent Investment Advisors LLC grew its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 41.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Concurrent Investment Advisors LLC Has $2.18 Million Position in Celestica, Inc. $CLS
Concurrent Investment Advisors LLC lifted its position in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 454.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Concurrent Investment Advisors LLC Purchases New Position in Northern Trust Corporation $NTRS
Concurrent Investment Advisors LLC purchased a new stake in Northern Trust Corporation (NASDAQ:NTRS – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 14,341 shares... More of this article »
Concurrent Investment Advisors LLC Invests $2.12 Million in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
Concurrent Investment Advisors LLC bought a new position in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Takes Position in Nu Holdings Ltd. $NU
Concurrent Investment Advisors LLC acquired a new stake in Nu Holdings Ltd. (NYSE:NU – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Facet Wealth Inc. Acquires 5,669 Shares of ExxonMobil Corporation $XOM
Facet Wealth Inc. boosted its holdings in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 72.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Concurrent Investment Advisors LLC Acquires 19,192 Shares of PGIM S&P 500 Buffer 12 ETF – July $JULP
Concurrent Investment Advisors LLC raised its holdings in PGIM S&P 500 Buffer 12 ETF – July (BATS:JULP – Free Report) by 28.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares S&P Mid-Cap 400 Growth ETF $IJK Shares Acquired by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC lifted its holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 71.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
D.A. Davidson & CO. Buys 2,312 Shares of Advanced Micro Devices, Inc. $AMD
D.A. Davidson & CO. increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Beirne Wealth Consulting Services LLC Reduces Stock Position in Visa Inc. $V
Beirne Wealth Consulting Services LLC lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 62.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Raises Holdings in McKesson Corporation $MCK
Concurrent Investment Advisors LLC grew its position in McKesson Corporation (NYSE:MCK – Free Report) by 62.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Concurrent Investment Advisors LLC Buys 4,936 Shares of Cadence Design Systems, Inc. $CDNS
Concurrent Investment Advisors LLC increased its stake in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 313.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
D.A. Davidson & CO. Raises Position in Vanguard Small-Cap Growth ETF $VBK
D.A. Davidson & CO. boosted its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 6.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Global X Adaptive U.S. Factor ETF $AUSF Stake Boosted by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC increased its position in shares of Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF – Free Report) by 37.6% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Concurrent Investment Advisors LLC Increases Holdings in iShares MSCI EAFE Small-Cap ETF $SCZ
Concurrent Investment Advisors LLC lifted its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 948.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Increases Stake in CoreWeave Inc. $CRWV
Concurrent Investment Advisors LLC raised its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 157.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Acquires 2,576 Shares of Howmet Aerospace Inc. $HWM
Concurrent Investment Advisors LLC lifted its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 37.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,503 shares... More of this article »-logo-1200x675.gif){kind=logo}
First BanCorp. (NYSE:FBP) Sets New 12-Month High – Still a Buy?
First BanCorp. (NYSE:FBP – Get Free Report) shares reached a new 52-week high during trading on Wednesday . The stock traded as high as $24.51 and last traded at $24.1760, with a volume of 1110895 shares trading hands. The stock... More of this article »
MSC Industrial Direct (NYSE:MSM) Reaches New 12-Month High – Should You Buy?
MSC Industrial Direct Company, Inc. (NYSE:MSM – Get Free Report) shares reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $105.09 and last traded at $102.93, with a volume of 773255... More of this article »
Exencial Wealth Advisors LLC Has $15.84 Million Stock Holdings in Honeywell International Inc. $HON
Exencial Wealth Advisors LLC raised its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 36.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Concurrent Investment Advisors LLC Buys 4,196 Shares of Becton, Dickinson and Company $BDX
Concurrent Investment Advisors LLC boosted its stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 30.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Buys 10,022 Shares of Marsh & McLennan Companies, Inc. $MRSH
Concurrent Investment Advisors LLC boosted its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 70.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »