Home » Author Archive
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
