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Image for Concurrent Investment Advisors LLC Makes New Investment in Vanguard Long-Term Corporate Bond ETF $VCLT

Concurrent Investment Advisors LLC Makes New Investment in Vanguard Long-Term Corporate Bond ETF $VCLT

Concurrent Investment Advisors LLC purchased a new stake in shares of Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Concurrent Investment Advisors LLC Acquires 5,230 Shares of iShares Expanded Tech Sector ETF $IGM

Concurrent Investment Advisors LLC Acquires 5,230 Shares of iShares Expanded Tech Sector ETF $IGM

Concurrent Investment Advisors LLC grew its holdings in shares of iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) by 13.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Image for Concurrent Investment Advisors LLC Makes New Investment in AMETEK, Inc. $AME

Concurrent Investment Advisors LLC Makes New Investment in AMETEK, Inc. $AME

Concurrent Investment Advisors LLC purchased a new stake in AMETEK, Inc. (NYSE:AME – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 22,741 shares of the... More of this article »
Image for Concurrent Investment Advisors LLC Purchases New Shares in Fidelity Yield Enhanced Equity ETF $FYEE

Concurrent Investment Advisors LLC Purchases New Shares in Fidelity Yield Enhanced Equity ETF $FYEE

Concurrent Investment Advisors LLC acquired a new position in shares of Fidelity Yield Enhanced Equity ETF (BATS:FYEE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Concurrent Investment Advisors LLC Buys 2,622 Shares of Trane Technologies plc $TT

Concurrent Investment Advisors LLC Buys 2,622 Shares of Trane Technologies plc $TT

Concurrent Investment Advisors LLC boosted its stake in shares of Trane Technologies plc (NYSE:TT – Free Report) by 21.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 14,835 shares... More of this article »
Image for Concurrent Investment Advisors LLC Increases Position in The Sherwin-Williams Company $SHW

Concurrent Investment Advisors LLC Increases Position in The Sherwin-Williams Company $SHW

Concurrent Investment Advisors LLC increased its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 26.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Purchases 11,313 Shares of Texas Instruments Incorporated $TXN

Concurrent Investment Advisors LLC Purchases 11,313 Shares of Texas Instruments Incorporated $TXN

Concurrent Investment Advisors LLC lifted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 43.5% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Concurrent Investment Advisors LLC Raises Stock Holdings in Capital Group Global Growth Equity ETF $CGGO

Concurrent Investment Advisors LLC Raises Stock Holdings in Capital Group Global Growth Equity ETF $CGGO

Concurrent Investment Advisors LLC lifted its stake in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 81.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Cornerstone Investment Partners LLC Makes New Investment in AXT Inc $AXTI

Cornerstone Investment Partners LLC Makes New Investment in AXT Inc $AXTI

Cornerstone Investment Partners LLC acquired a new position in shares of AXT Inc (NASDAQ:AXTI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Cornerstone Investment Partners LLC Has $653,000 Stake in SS&C Technologies Holdings, Inc. $SSNC

Cornerstone Investment Partners LLC Has $653,000 Stake in SS&C Technologies Holdings, Inc. $SSNC

Cornerstone Investment Partners LLC trimmed its position in shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) by 98.8% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Cornerstone Investment Partners LLC Trims Holdings in Lumentum Holdings Inc. $LITE

Cornerstone Investment Partners LLC Trims Holdings in Lumentum Holdings Inc. $LITE

Cornerstone Investment Partners LLC decreased its holdings in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 19.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Cornerstone Investment Partners LLC Makes New Investment in Fiserv, Inc. $FISV

Cornerstone Investment Partners LLC Makes New Investment in Fiserv, Inc. $FISV

Cornerstone Investment Partners LLC bought a new position in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 369,181 shares... More of this article »
Image for Cornerstone Investment Partners LLC Buys New Position in Cummins Inc. $CMI

Cornerstone Investment Partners LLC Buys New Position in Cummins Inc. $CMI

Cornerstone Investment Partners LLC bought a new stake in shares of Cummins Inc. (NYSE:CMI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Cornerstone Investment Partners LLC Buys 11,962 Shares of Thermo Fisher Scientific Inc. $TMO

Cornerstone Investment Partners LLC Buys 11,962 Shares of Thermo Fisher Scientific Inc. $TMO

Cornerstone Investment Partners LLC boosted its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 14.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Cornerstone Investment Partners LLC Buys 2,821 Shares of AutoZone, Inc. $AZO

Cornerstone Investment Partners LLC Buys 2,821 Shares of AutoZone, Inc. $AZO

Cornerstone Investment Partners LLC boosted its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 26.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Cornerstone Investment Partners LLC Buys 3,043 Shares of Diamondback Energy, Inc. $FANG

Cornerstone Investment Partners LLC Buys 3,043 Shares of Diamondback Energy, Inc. $FANG

Cornerstone Investment Partners LLC lifted its stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for W.R. Berkley Corporation $WRB Shares Purchased by Cornerstone Investment Partners LLC

W.R. Berkley Corporation $WRB Shares Purchased by Cornerstone Investment Partners LLC

Cornerstone Investment Partners LLC increased its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 13.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Cornerstone Investment Partners LLC Reduces Position in Cencora, Inc. $COR

Cornerstone Investment Partners LLC Reduces Position in Cencora, Inc. $COR

Cornerstone Investment Partners LLC lessened its position in Cencora, Inc. (NYSE:COR – Free Report) by 2.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Cornerstone Investment Partners LLC Buys 109,747 Shares of IQVIA Holdings Inc. $IQV

Cornerstone Investment Partners LLC Buys 109,747 Shares of IQVIA Holdings Inc. $IQV

Cornerstone Investment Partners LLC boosted its holdings in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 31.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Applied Materials, Inc. $AMAT is Cornerstone Investment Partners LLC’s 7th Largest Position

Applied Materials, Inc. $AMAT is Cornerstone Investment Partners LLC’s 7th Largest Position

Cornerstone Investment Partners LLC raised its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Rithm Property Trust (RPT) vs. Its Competitors Head to Head Analysis

Rithm Property Trust (RPT) vs. Its Competitors Head to Head Analysis

Rithm Property Trust (NYSE:RPT – Get Free Report) is one of 27 public companies in the “REAL ESTATE INVESTMENT TRUSTS” industry, but how does it contrast to its competitors? We will compare Rithm Property Trust to... More of this article »
Image for D.A. Davidson & CO. Sells 182,889 Shares of Vanguard Total Bond Market ETF $BND

D.A. Davidson & CO. Sells 182,889 Shares of Vanguard Total Bond Market ETF $BND

D.A. Davidson & CO. lessened its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 36.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for D.A. Davidson & CO. Purchases 6,856 Shares of The PNC Financial Services Group, Inc $PNC

D.A. Davidson & CO. Purchases 6,856 Shares of The PNC Financial Services Group, Inc $PNC

D.A. Davidson & CO. lifted its position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 114,359 shares... More of this article »
Image for D.A. Davidson & CO. Has $113.28 Million Stock Holdings in Chubb Limited $CB

D.A. Davidson & CO. Has $113.28 Million Stock Holdings in Chubb Limited $CB

D.A. Davidson & CO. raised its stake in Chubb Limited (NYSE:CB – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Camelot Portfolios LLC Sells 10,970 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Camelot Portfolios LLC Sells 10,970 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Camelot Portfolios LLC lowered its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 23.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for 91,331 Shares in Kenvue Inc. $KVUE Bought by Camelot Portfolios LLC

91,331 Shares in Kenvue Inc. $KVUE Bought by Camelot Portfolios LLC

Camelot Portfolios LLC bought a new position in shares of Kenvue Inc. (NYSE:KVUE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for D.A. Davidson & CO. Acquires 10,967 Shares of iShares Russell 2000 Growth ETF $IWO

D.A. Davidson & CO. Acquires 10,967 Shares of iShares Russell 2000 Growth ETF $IWO

D.A. Davidson & CO. raised its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 532,522... More of this article »
Image for Camelot Portfolios LLC Cuts Position in Sirius XM Holdings Inc. $SIRI

Camelot Portfolios LLC Cuts Position in Sirius XM Holdings Inc. $SIRI

Camelot Portfolios LLC decreased its position in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 24.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 70,282 shares of the... More of this article »
Image for D.A. Davidson & CO. Purchases 154,678 Shares of JPMorgan Income ETF $JPIE

D.A. Davidson & CO. Purchases 154,678 Shares of JPMorgan Income ETF $JPIE

D.A. Davidson & CO. lifted its position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 43.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for D.A. Davidson & CO. Decreases Stake in Pacer US Small Cap Cash Cows ETF $CALF

D.A. Davidson & CO. Decreases Stake in Pacer US Small Cap Cash Cows ETF $CALF

D.A. Davidson & CO. reduced its holdings in Pacer US Small Cap Cash Cows ETF (BATS:CALF – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Waste Management, Inc. $WM Holdings Raised by D.A. Davidson & CO.

Waste Management, Inc. $WM Holdings Raised by D.A. Davidson & CO.

D.A. Davidson & CO. grew its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 13.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for D.A. Davidson & CO. Buys 56,133 Shares of Capital Group Core Bond ETF $CGCB

D.A. Davidson & CO. Buys 56,133 Shares of Capital Group Core Bond ETF $CGCB

D.A. Davidson & CO. grew its stake in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) by 7.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for First National Bank & Trust Co. of Newtown Invests $4.61 Million in iShares Flexible Income Active ETF $BINC

First National Bank & Trust Co. of Newtown Invests $4.61 Million in iShares Flexible Income Active ETF $BINC

First National Bank & Trust Co. of Newtown purchased a new position in iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Royal Bank Of Canada Reaffirms “Sector perform” Rating for Fresnillo (LON:FRES)

Royal Bank Of Canada Reaffirms “Sector perform” Rating for Fresnillo (LON:FRES)

Fresnillo (LON:FRES – Get Free Report)‘s stock had its “sector perform” rating reaffirmed by investment analysts at Royal Bank Of Canada in a research note issued on Monday,Digital Look reports. They presently... More of this article »
Image for FARMERS & MERCHANTS TRUST Co OF LONG BEACH Purchases New Holdings in Solstice Advanced Mat $SOLS

FARMERS & MERCHANTS TRUST Co OF LONG BEACH Purchases New Holdings in Solstice Advanced Mat $SOLS

FARMERS & MERCHANTS TRUST Co OF LONG BEACH purchased a new stake in shares of Solstice Advanced Mat (NASDAQ:SOLS – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for JPMorgan Chase & Co. Boosts Mondi (LON:MNDI) Price Target to GBX 1,040

JPMorgan Chase & Co. Boosts Mondi (LON:MNDI) Price Target to GBX 1,040

Mondi (LON:MNDI – Get Free Report) had its price objective raised by research analysts at JPMorgan Chase & Co. from GBX 990 to GBX 1,040 in a research note issued to investors on Monday,Digital Look reports. The firm currently... More of this article »
Image for Corning Incorporated $GLW Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

Corning Incorporated $GLW Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

FARMERS & MERCHANTS TRUST Co OF LONG BEACH lessened its position in Corning Incorporated (NYSE:GLW – Free Report) by 67.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for D.A. Davidson & CO. Trims Holdings in EOG Resources, Inc. $EOG

D.A. Davidson & CO. Trims Holdings in EOG Resources, Inc. $EOG

D.A. Davidson & CO. decreased its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 5.2% 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 »
Image for First National Bank & Trust Co. of Newtown Raises Holdings in International Business Machines Corporation $IBM

First National Bank & Trust Co. of Newtown Raises Holdings in International Business Machines Corporation $IBM

First National Bank & Trust Co. of Newtown lifted its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 33.3% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for FARMERS & MERCHANTS TRUST Co OF LONG BEACH Has $2.16 Million Holdings in Waste Management, Inc. $WM

FARMERS & MERCHANTS TRUST Co OF LONG BEACH Has $2.16 Million Holdings in Waste Management, Inc. $WM

FARMERS & MERCHANTS TRUST Co OF LONG BEACH lessened its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 19.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Berenberg Bank Reiterates Buy Rating for The Beauty Tech Group (LON:TBTG)

Berenberg Bank Reiterates Buy Rating for The Beauty Tech Group (LON:TBTG)

The Beauty Tech Group (LON:TBTG – Get Free Report)‘s stock had its “buy” rating reissued by analysts at Berenberg Bank in a note issued to investors on Monday,Digital Look reports. They currently have a GBX... More of this article »
Image for abrdn (LON:ABDN) Stock Price Expected to Rise, Royal Bank Of Canada Analyst Says

abrdn (LON:ABDN) Stock Price Expected to Rise, Royal Bank Of Canada Analyst Says

abrdn (LON:ABDN – Get Free Report) had its target price upped by investment analysts at Royal Bank Of Canada from GBX 225 to GBX 230 in a research note issued to investors on Monday,Digital Look reports. The firm currently has... More of this article »
Image for 2,745 Shares in Elevance Health, Inc. $ELV Bought by First National Bank of Hutchinson

2,745 Shares in Elevance Health, Inc. $ELV Bought by First National Bank of Hutchinson

First National Bank of Hutchinson bought a new position in Elevance Health, Inc. (NYSE:ELV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,745 shares... More of this article »
Image for 5,013 Shares in Qnity Electronics, Inc. $Q Acquired by First National Bank & Trust Co. of Newtown

5,013 Shares in Qnity Electronics, Inc. $Q Acquired by First National Bank & Trust Co. of Newtown

First National Bank & Trust Co. of Newtown purchased a new position in shares of Qnity Electronics, Inc. (NYSE:Q – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for FARMERS & MERCHANTS TRUST Co OF LONG BEACH Reduces Stock Position in Nestle SA $NSRGY

FARMERS & MERCHANTS TRUST Co OF LONG BEACH Reduces Stock Position in Nestle SA $NSRGY

FARMERS & MERCHANTS TRUST Co OF LONG BEACH cut its holdings in Nestle SA (OTCMKTS:NSRGY – Free Report) by 58.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Endeavour Mining’s (EDV) Outperform Rating Reiterated at Royal Bank Of Canada

Endeavour Mining’s (EDV) Outperform Rating Reiterated at Royal Bank Of Canada

Endeavour Mining (LON:EDV – Get Free Report)‘s stock had its “outperform” rating restated by research analysts at Royal Bank Of Canada in a research report issued to clients and investors on Monday,Digital Look... More of this article »
Image for Boston Trust Walden Corp Has $138.37 Million Stake in Johnson & Johnson $JNJ

Boston Trust Walden Corp Has $138.37 Million Stake in Johnson & Johnson $JNJ

Boston Trust Walden Corp trimmed its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Calamos Advisors LLC Acquires Shares of 725,086 TaskUs, Inc. $TASK

Calamos Advisors LLC Acquires Shares of 725,086 TaskUs, Inc. $TASK

Calamos Advisors LLC bought a new stake in TaskUs, Inc. (NASDAQ:TASK – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 725,086 shares... More of this article »
Image for Aprio Wealth Management LLC Acquires 5,575 Shares of Oracle Corporation $ORCL

Aprio Wealth Management LLC Acquires 5,575 Shares of Oracle Corporation $ORCL

Aprio Wealth Management LLC boosted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 120.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Caprock Group LLC Increases Stock Holdings in Johnson & Johnson $JNJ

Caprock Group LLC Increases Stock Holdings in Johnson & Johnson $JNJ

Caprock Group LLC lifted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 85,958 shares of the company’s... More of this article »