Home » Author Archive

Image for Exencial Wealth Advisors LLC Acquires 2,580 Shares of Vanguard S&P 500 ETF $VOO

Exencial Wealth Advisors LLC Acquires 2,580 Shares of Vanguard S&P 500 ETF $VOO

Exencial Wealth Advisors LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 45,052 shares... More of this article »
Image for Concurrent Investment Advisors LLC Acquires 13,048 Shares of The Charles Schwab Corporation $SCHW

Concurrent Investment Advisors LLC Acquires 13,048 Shares of The Charles Schwab Corporation $SCHW

Concurrent Investment Advisors LLC lifted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 65.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Boosts Holdings in Comcast Corporation $CMCSA

Concurrent Investment Advisors LLC Boosts Holdings in Comcast Corporation $CMCSA

Concurrent Investment Advisors LLC increased its stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 46.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 114,791... More of this article »
Image for Ashton Thomas Private Wealth LLC Purchases 28,326 Shares of American Electric Power Company, Inc. $AEP

Ashton Thomas Private Wealth LLC Purchases 28,326 Shares of American Electric Power Company, Inc. $AEP

Ashton Thomas Private Wealth LLC boosted its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 1,131.2% in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Image for ASGN (NYSE:EFOR) CEO Theodore Hanson Purchases 51,965 Shares

ASGN (NYSE:EFOR) CEO Theodore Hanson Purchases 51,965 Shares

ASGN Incorporated (NYSE:EFOR – Get Free Report) CEO Theodore Hanson bought 51,965 shares of ASGN stock in a transaction on Friday, April 24th. The shares were acquired at an average price of $19.24 per share, for a total transaction... More of this article »
Image for Ashton Thomas Private Wealth LLC Has $16.91 Million Stake in Costco Wholesale Corporation $COST

Ashton Thomas Private Wealth LLC Has $16.91 Million Stake in Costco Wholesale Corporation $COST

Ashton Thomas Private Wealth LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Comerica Bank Trims Position in Capital One Financial Corporation $COF

Comerica Bank Trims Position in Capital One Financial Corporation $COF

Comerica Bank decreased its position in shares of Capital One Financial Corporation (NYSE:COF) by 6.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 140,301 shares of the financial services... More of this article »
Image for Comerica Bank Purchases 1,056 Shares of Vanguard S&P 500 ETF $VOO

Comerica Bank Purchases 1,056 Shares of Vanguard S&P 500 ETF $VOO

Comerica Bank grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Comerica Bank Decreases Stake in Bristol Myers Squibb Company $BMY

Comerica Bank Decreases Stake in Bristol Myers Squibb Company $BMY

Comerica Bank reduced its position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 3.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Eagle Wealth Advisors LLC Buys Shares of 1,817 Vanguard S&P 500 ETF $VOO

Eagle Wealth Advisors LLC Buys Shares of 1,817 Vanguard S&P 500 ETF $VOO

Eagle Wealth Advisors LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Invesco QQQ $QQQ Shares Sold by Arlington Trust Co LLC

Invesco QQQ $QQQ Shares Sold by Arlington Trust Co LLC

Arlington Trust Co LLC reduced its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 84.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Elevated Financial Group LLC Buys Shares of 11,940 Walmart Inc. $WMT

Elevated Financial Group LLC Buys Shares of 11,940 Walmart Inc. $WMT

Elevated Financial Group LLC bought a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 11,940 shares of the retailer’s... More of this article »
Image for iShares 0-3 Month Treasury Bond ETF $SGOV Position Lifted by Exencial Wealth Advisors LLC

iShares 0-3 Month Treasury Bond ETF $SGOV Position Lifted by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 31.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Concurrent Investment Advisors LLC Increases Position in Quanta Services, Inc. $PWR

Concurrent Investment Advisors LLC Increases Position in Quanta Services, Inc. $PWR

Concurrent Investment Advisors LLC raised its position in Quanta Services, Inc. (NYSE:PWR – Free Report) by 80.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Calamos Advisors LLC Lowers Position in ExxonMobil Corporation $XOM

Calamos Advisors LLC Lowers Position in ExxonMobil Corporation $XOM

Calamos Advisors LLC cut its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for GameSquare (NASDAQ:GAME) Insider & Silver Ventures Ltd. Blue Acquires 84,552 Shares

GameSquare (NASDAQ:GAME) Insider & Silver Ventures Ltd. Blue Acquires 84,552 Shares

GameSquare Holdings, Inc. (NASDAQ:GAME – Get Free Report) insider & Silver Ventures Ltd. Blue purchased 84,552 shares of the business’s stock in a transaction on Monday, April 27th. The shares were bought at an average... More of this article »
Image for Establishment Labs (NASDAQ:ESTA) Director Quiros Juan Jose Chacon Sells 30,178 Shares

Establishment Labs (NASDAQ:ESTA) Director Quiros Juan Jose Chacon Sells 30,178 Shares

Establishment Labs Holdings Inc. (NASDAQ:ESTA – Get Free Report) Director Quiros Juan Jose Chacon sold 30,178 shares of the stock in a transaction on Friday, April 24th. The stock was sold at an average price of $65.78, for a... More of this article »
Image for Oncocyte (NASDAQ:IMDX) Major Shareholder Broadwood Partners, L.P. Acquires 38,880 Shares of Stock

Oncocyte (NASDAQ:IMDX) Major Shareholder Broadwood Partners, L.P. Acquires 38,880 Shares of Stock

Oncocyte Corp (NASDAQ:IMDX – Get Free Report) major shareholder Broadwood Partners, L.P. acquired 38,880 shares of Oncocyte stock in a transaction that occurred on Friday, April 24th. The shares were bought at an average price... More of this article »
Image for Symbotic (NASDAQ:SYM) Insider Maria Freve Sells 2,335 Shares of Stock

Symbotic (NASDAQ:SYM) Insider Maria Freve Sells 2,335 Shares of Stock

Symbotic Inc. (NASDAQ:SYM – Get Free Report) insider Maria Freve sold 2,335 shares of Symbotic stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $60.08, for a total value of $140,286.80.... More of this article »
Image for HCA Healthcare, Inc. $HCA Stock Holdings Lifted by Advisors Capital Management LLC

HCA Healthcare, Inc. $HCA Stock Holdings Lifted by Advisors Capital Management LLC

Advisors Capital Management LLC grew its position in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 61.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for NXP Semiconductors N.V. $NXPI Position Increased by Concurrent Investment Advisors LLC

NXP Semiconductors N.V. $NXPI Position Increased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 27.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Concurrent Investment Advisors LLC Invests $3.98 Million in iShares MSCI ACWI ex U.S. ETF $ACWX

Concurrent Investment Advisors LLC Invests $3.98 Million in iShares MSCI ACWI ex U.S. ETF $ACWX

Concurrent Investment Advisors LLC bought a new position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – 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 »
Image for Vanguard Total Bond Market ETF $BND Shares Purchased by Ashton Thomas Private Wealth LLC

Vanguard Total Bond Market ETF $BND Shares Purchased by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 174.3% during the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Comerica Bank Purchases 1,871 Shares of Cadence Design Systems, Inc. $CDNS

Comerica Bank Purchases 1,871 Shares of Cadence Design Systems, Inc. $CDNS

Comerica Bank boosted its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Truist Financial Corporation $TFC Shares Sold by Comerica Bank

Truist Financial Corporation $TFC Shares Sold by Comerica Bank

Comerica Bank reduced its position in Truist Financial Corporation (NYSE:TFC – Free Report) by 6.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Comerica Bank Buys 100,177 Shares of JPMorgan Ultra-Short Income ETF $JPST

Comerica Bank Buys 100,177 Shares of JPMorgan Ultra-Short Income ETF $JPST

Comerica Bank lifted its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 36.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Comerica Bank Has $17.54 Million Stake in iShares MSCI USA Min Vol Factor ETF $USMV

Comerica Bank Has $17.54 Million Stake in iShares MSCI USA Min Vol Factor ETF $USMV

Comerica Bank trimmed its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 8.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Comerica Bank Has $19.21 Million Stock Position in Starbucks Corporation $SBUX

Comerica Bank Has $19.21 Million Stock Position in Starbucks Corporation $SBUX

Comerica Bank lowered its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 13.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Exencial Wealth Advisors LLC Has $25.88 Million Stake in Mastercard Incorporated $MA

Exencial Wealth Advisors LLC Has $25.88 Million Stake in Mastercard Incorporated $MA

Exencial Wealth Advisors LLC decreased its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Exencial Wealth Advisors LLC

Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC raised its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 405,068 shares... More of this article »
Image for The PNC Financial Services Group, Inc $PNC Shares Sold by Comerica Bank

The PNC Financial Services Group, Inc $PNC Shares Sold by Comerica Bank

Comerica Bank reduced its stake in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 112,778 shares... More of this article »
Image for Comerica Bank Sells 15,922 Shares of JPMorgan Equity Premium Income ETF $JEPI

Comerica Bank Sells 15,922 Shares of JPMorgan Equity Premium Income ETF $JEPI

Comerica Bank decreased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Comcast Corporation $CMCSA Shares Sold by Comerica Bank

Comcast Corporation $CMCSA Shares Sold by Comerica Bank

Comerica Bank reduced its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 20.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 716,998... More of this article »
Image for Comerica Bank Has $20.04 Million Stock Holdings in L3Harris Technologies Inc $LHX

Comerica Bank Has $20.04 Million Stock Holdings in L3Harris Technologies Inc $LHX

Comerica Bank lessened its holdings in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 2.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 68,269 shares of the company’s... More of this article »
Image for Comerica Bank Trims Stock Holdings in iShares MSCI Emerging Markets ETF $EEM

Comerica Bank Trims Stock Holdings in iShares MSCI Emerging Markets ETF $EEM

Comerica Bank lessened its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for The Progressive Corporation $PGR Shares Sold by Comerica Bank

The Progressive Corporation $PGR Shares Sold by Comerica Bank

Comerica Bank cut its position in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 122,664 shares... More of this article »
Image for Invesco QQQ $QQQ Shares Sold by Comerica Bank

Invesco QQQ $QQQ Shares Sold by Comerica Bank

Comerica Bank lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 137,523 shares of the exchange traded fund’s stock... More of this article »
Image for Comerica Bank Has $28.52 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Comerica Bank Has $28.52 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Comerica Bank grew its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Uber Technologies, Inc. $UBER Stock Holdings Lessened by Comerica Bank

Uber Technologies, Inc. $UBER Stock Holdings Lessened by Comerica Bank

Comerica Bank reduced its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 423,194 shares of the... More of this article »
Image for Comerica Bank Trims Stake in Costco Wholesale Corporation $COST

Comerica Bank Trims Stake in Costco Wholesale Corporation $COST

Comerica Bank decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 110,727 shares of... More of this article »
Image for Eagle Wealth Advisors LLC Acquires Shares of 1,315 Costco Wholesale Corporation $COST

Eagle Wealth Advisors LLC Acquires Shares of 1,315 Costco Wholesale Corporation $COST

Eagle Wealth Advisors LLC acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for D.A. Davidson & CO. Raises Holdings in Dimensional U.S. Targeted Value ETF $DFAT

D.A. Davidson & CO. Raises Holdings in Dimensional U.S. Targeted Value ETF $DFAT

D.A. Davidson & CO. lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 30.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Exencial Wealth Advisors LLC Has $20.88 Million Stock Holdings in Vanguard Mega Cap ETF $MGC

Exencial Wealth Advisors LLC Has $20.88 Million Stock Holdings in Vanguard Mega Cap ETF $MGC

Exencial Wealth Advisors LLC cut its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for D.A. Davidson & CO. Acquires 6,818 Shares of Honeywell International Inc. $HON

D.A. Davidson & CO. Acquires 6,818 Shares of Honeywell International Inc. $HON

D.A. Davidson & CO. increased its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 11.9% 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. Purchases 28,410 Shares of Bristol Myers Squibb Company $BMY

D.A. Davidson & CO. Purchases 28,410 Shares of Bristol Myers Squibb Company $BMY

D.A. Davidson & CO. lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 10.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 294,929 shares... More of this article »
Image for D.A. Davidson & CO. Has $14.03 Million Stock Holdings in American Express Company $AXP

D.A. Davidson & CO. Has $14.03 Million Stock Holdings in American Express Company $AXP

D.A. Davidson & CO. raised its holdings in American Express Company (NYSE:AXP – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Vicor (NASDAQ:VICR) VP Alvaro Doyle Sells 8,000 Shares of Stock

Vicor (NASDAQ:VICR) VP Alvaro Doyle Sells 8,000 Shares of Stock

Vicor Corporation (NASDAQ:VICR – Get Free Report) VP Alvaro Doyle sold 8,000 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $259.90, for a total transaction... More of this article »
Image for Texas Instruments (NASDAQ:TXN) VP Christine Witzsche Sells 3,625 Shares

Texas Instruments (NASDAQ:TXN) VP Christine Witzsche Sells 3,625 Shares

Texas Instruments Incorporated (NASDAQ:TXN – Get Free Report) VP Christine Witzsche sold 3,625 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $275.52, for... More of this article »
Image for Texas Instruments (NASDAQ:TXN) Director Todd Bluedorn Sells 4,306 Shares

Texas Instruments (NASDAQ:TXN) Director Todd Bluedorn Sells 4,306 Shares

Texas Instruments Incorporated (NASDAQ:TXN – Get Free Report) Director Todd Bluedorn sold 4,306 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $274.25, for a... More of this article »
Image for Texas Instruments (NASDAQ:TXN) Director Pamela Patsley Sells 4,306 Shares

Texas Instruments (NASDAQ:TXN) Director Pamela Patsley Sells 4,306 Shares

Texas Instruments Incorporated (NASDAQ:TXN – Get Free Report) Director Pamela Patsley sold 4,306 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $276.11,... More of this article »