Home » Author Archive
Cwm LLC Has $1.20 Million Position in Grand Canyon Education, Inc. $LOPE
Cwm LLC boosted its holdings in Grand Canyon Education, Inc. (NASDAQ:LOPE – Free Report) by 128.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Chicago Partners Investment Group LLC Has $1.33 Million Holdings in Western Digital Corporation $WDC
Chicago Partners Investment Group LLC increased its stake in Western Digital Corporation (NASDAQ:WDC – Free Report) by 21.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
9,650 Shares in Diodes Incorporated $DIOD Purchased by Evergreen Capital Management LLC
Evergreen Capital Management LLC purchased a new position in Diodes Incorporated (NASDAQ:DIOD – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Cwm LLC Raises Stock Holdings in Stanley Black & Decker, Inc. $SWK
Cwm LLC lifted its holdings in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 135.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Church & Dwight Co., Inc. $CHD Shares Sold by Cwm LLC
Cwm LLC cut its holdings in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 38.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Cwm LLC Buys 29,068 Shares of Amentum Holdings, Inc. $AMTM
Cwm LLC lifted its stake in Amentum Holdings, Inc. (NYSE:AMTM – Free Report) by 187.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 44,614 shares of the company’s... More of this article »
Cwm LLC Sells 16,356 Shares of Masco Corporation $MAS
Cwm LLC reduced its stake in shares of Masco Corporation (NYSE:MAS – Free Report) by 43.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 21,126 shares of the construction... More of this article »
Cwm LLC Has $1.21 Million Stock Holdings in Parsons Corporation $PSN
Cwm LLC lessened its holdings in Parsons Corporation (NYSE:PSN – Free Report) by 34.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Petroleo Brasileiro S.A.- Petrobras $PBR Position Trimmed by Evergreen Capital Management LLC
Evergreen Capital Management LLC trimmed its holdings in shares of Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 38.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Cwm LLC Sells 23,453 Shares of ProShares Ultra MSCI Emerging Markets $EET
Cwm LLC cut its holdings in ProShares Ultra MSCI Emerging Markets (NYSEARCA:EET – Free Report) by 60.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,512 shares... More of this article »
Cwm LLC Boosts Holdings in Schwab Long-Term U.S. Treasury ETF $SCHQ
Cwm LLC lifted its holdings in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ – Free Report) by 171.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 40,206... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Dupont Capital Management Corp
Dupont Capital Management Corp reduced its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 18.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 72,243 shares... More of this article »
Evergreen Capital Management LLC Takes Position in JPMorgan BetaBuilders Europe ETF $BBEU
Evergreen Capital Management LLC bought a new stake in JPMorgan BetaBuilders Europe ETF (BATS:BBEU – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Evergreen Capital Management LLC Invests $456,000 in Power Integrations, Inc. $POWI
Evergreen Capital Management LLC bought a new position in shares of Power Integrations, Inc. (NASDAQ:POWI – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 12,828 shares... More of this article »
Cwm LLC Cuts Stake in Generac Holdings Inc. $GNRC
Cwm LLC trimmed its position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 48.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 8,786 shares of the technology company’s... More of this article »
Concurrent Investment Advisors LLC Increases Stock Position in Energy Transfer LP $ET
Concurrent Investment Advisors LLC boosted its position in Energy Transfer LP (NYSE:ET – Free Report) by 53.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Concurrent Investment Advisors LLC Raises Holdings in First Trust Core Investment Grade ETF $FTCB
Concurrent Investment Advisors LLC grew its holdings in First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 21.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Boosts Stock Position in iShares MBS ETF $MBB
Concurrent Investment Advisors LLC raised its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 75.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Purchases 24,140 Shares of iShares S&P Small-Cap 600 Value ETF $IJS
Concurrent Investment Advisors LLC raised its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 66.0% during the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Concurrent Investment Advisors LLC Increases Stock Position in Prologis, Inc. $PLD
Concurrent Investment Advisors LLC lifted its holdings in Prologis, Inc. (NYSE:PLD – Free Report) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Concurrent Investment Advisors LLC Acquires 4,088 Shares of Emerson Electric Co. $EMR
Concurrent Investment Advisors LLC increased its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 8.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Investment Analysts’ Recent Ratings Updates for Colgate-Palmolive (CL)
Colgate-Palmolive (NYSE: CL) has recently received a number of price target changes and ratings updates: 4/23/2026 – Colgate-Palmolive had its price target lowered by Morgan Stanley from $100.00 to $95.00. They now have an “overweight”... More of this article »
Concurrent Investment Advisors LLC Acquires 34,982 Shares of Unilever PLC $UL
Concurrent Investment Advisors LLC lifted its holdings in shares of Unilever PLC (NYSE:UL – Free Report) by 66.2% in the 4th 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 Purchases 47,031 Shares of JPMorgan Ultra-Short Income ETF $JPST
Concurrent Investment Advisors LLC raised its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 48.6% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Concurrent Investment Advisors LLC Buys 15,087 Shares of JPMorgan Core Plus Bond ETF $JCPB
Concurrent Investment Advisors LLC boosted its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 14.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vertiv Holdings Co. $VRT Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 317.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Concurrent Investment Advisors LLC Buys 17,495 Shares of Shopify Inc. $SHOP
Concurrent Investment Advisors LLC raised its position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 65.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Concurrent Investment Advisors LLC Takes Position in Invesco S&P International Developed Quality ETF $IDHQ
Concurrent Investment Advisors LLC bought a new position in Invesco S&P International Developed Quality ETF (NYSEARCA:IDHQ – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Concurrent Investment Advisors LLC Acquires 15,773 Shares of Target Corporation $TGT
Concurrent Investment Advisors LLC lifted its stake in Target Corporation (NYSE:TGT – Free Report) by 28.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Buys 11,742 Shares of Duke Energy Corporation $DUK
Concurrent Investment Advisors LLC increased its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 23.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Cwm LLC Has $1.36 Million Stock Holdings in Eastman Chemical Company $EMN
Cwm LLC increased its position in shares of Eastman Chemical Company (NYSE:EMN – Free Report) by 237.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,248 shares... More of this article »
Cwm LLC Has $1.35 Million Stock Holdings in Vanguard FTSE Europe ETF $VGK
Cwm LLC boosted its position in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 83.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »-logo-1200x675.png){kind=logo}
Maplebear Inc. $CART Shares Acquired by Cwm LLC
Cwm LLC increased its stake in shares of Maplebear Inc. (NASDAQ:CART – Free Report) by 1,741.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
PENN Entertainment, Inc. $PENN Position Increased by Cwm LLC
Cwm LLC increased its stake in shares of PENN Entertainment, Inc. (NASDAQ:PENN – Free Report) by 1,055.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cwm LLC Reduces Stock Holdings in Chord Energy Corporation $CHRD
Cwm LLC cut its holdings in Chord Energy Corporation (NASDAQ:CHRD – Free Report) by 59.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,751 shares of the company’s... More of this article »
Atlas Legacy Advisors LLC Increases Stock Position in iShares MSCI EAFE ETF $EFA
Atlas Legacy Advisors LLC raised its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 13.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cwm LLC Has $1.36 Million Stock Position in Encore Capital Group Inc $ECPG
Cwm LLC lifted its stake in Encore Capital Group Inc (NASDAQ:ECPG – Free Report) by 99.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 25,045 shares of the... More of this article »
Ashton Thomas Private Wealth LLC Has $7.82 Million Holdings in Qualcomm Incorporated $QCOM
Ashton Thomas Private Wealth LLC cut its holdings in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 28.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,734... More of this article »
Ashton Thomas Private Wealth LLC Sells 5,779 Shares of United Parcel Service, Inc. $UPS
Ashton Thomas Private Wealth LLC lessened its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 4.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Ashton Thomas Private Wealth LLC Has $40.50 Million Stock Holdings in SPDR Gold Shares $GLD
Ashton Thomas Private Wealth LLC grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 7.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Arizona State Retirement System Has $6.73 Million Position in FirstEnergy Corporation $FE
Arizona State Retirement System cut its stake in FirstEnergy Corporation (NYSE:FE – Free Report) by 7.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 349.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Ashton Thomas Private Wealth LLC Grows Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
Ashton Thomas Private Wealth LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.3% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Ashton Thomas Private Wealth LLC Boosts Stake in Coterra Energy Inc. $CTRA
Ashton Thomas Private Wealth LLC raised its position in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 30.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Uber Technologies, Inc. $UBER Shares Sold by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC reduced its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 11.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Position Increased by Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC grew its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Ashton Thomas Private Wealth LLC Buys 32,096 Shares of Wells Fargo & Company $WFC
Ashton Thomas Private Wealth LLC raised its stake in Wells Fargo & Company (NYSE:WFC) by 19.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 199,121 shares of the financial services... More of this article »
Ashton Thomas Private Wealth LLC Has $20.40 Million Position in iShares S&P 500 Value ETF $IVE
Ashton Thomas Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 13.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »