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Merit Financial Group LLC Purchases 16,545 Shares of Merck & Co., Inc. $MRK
Merit Financial Group LLC raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 13.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 140,743 shares... More of this article »
Merit Financial Group LLC Grows Position in Capital Group U.S. Small and Mid Cap ETF $CGMM
Merit Financial Group LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 3,215.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Merit Financial Group LLC Sells 24,711 Shares of Avantis Emerging Markets Equity ETF $AVEM
Merit Financial Group LLC lowered its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 14.4% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 146,885... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Merit Financial Group LLC
Merit Financial Group LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 55.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Cornerstone Advisory LLC Purchases 35,122 Shares of JPMorgan Income ETF $JPIE
Cornerstone Advisory LLC lifted its position in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 6.2% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 597,558 shares of... More of this article »
Balentine LLC Takes Position in Micron Technology, Inc. $MU
Balentine LLC purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased... More of this article »
AbbVie Inc. $ABBV Shares Purchased by Merit Financial Group LLC
Merit Financial Group LLC raised its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Cornerstone Advisory LLC Has $115.70 Million Stock Position in JPMorgan Equity Premium Income ETF $JEPI
Cornerstone Advisory LLC lifted its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Bridges Investment Management Inc. Sells 25,424 Shares of Alphabet Inc. $GOOGL
Bridges Investment Management Inc. cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Convergence Investment Partners LLC Has $8.80 Million Stock Position in Alphabet Inc. $GOOGL
Convergence Investment Partners LLC decreased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 14.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 36,193... More of this article »
Fifth Third Bancorp Has $52.13 Million Stake in Vanguard Value ETF $VTV
Fifth Third Bancorp lowered its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Crestwood Advisors Group LLC Cuts Holdings in KLA Corporation $KLAC
Crestwood Advisors Group LLC decreased its holdings in KLA Corporation (NASDAQ:KLAC – Free Report) by 5.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 49,306... More of this article »
iShares National Muni Bond ETF $MUB Shares Bought by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC lifted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Shares Bought by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC lifted its holdings in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) by 8.8% in the 3rd quarter, according to the company in its most recent 13F filing... More of this article »
Colrain Capital LLC Boosts Stock Holdings in Nutrien Ltd. $NTR
Colrain Capital LLC increased its holdings in Nutrien Ltd. (NYSE:NTR – Free Report) by 35.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 128,150 shares of the company’s stock... More of this article »
Colrain Capital LLC Has $5.53 Million Stock Holdings in SLB Limited $SLB
Colrain Capital LLC boosted its position in SLB Limited (NYSE:SLB – Free Report) by 42.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 159,500 shares of the oil and gas company’s... More of this article »
Newmont Corporation $NEM is Colrain Capital LLC’s Largest Position
Colrain Capital LLC lifted its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 11.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vistra Corp. $VST is Colrain Capital LLC’s 2nd Largest Position
Colrain Capital LLC trimmed its position in shares of Vistra Corp. (NYSE:VST – Free Report) by 15.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Fifth Third Bancorp Sells 11,440 Shares of Adobe Inc. $ADBE
Fifth Third Bancorp reduced its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 11.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Colrain Capital LLC Has $9.89 Million Stake in CVS Health Corporation $CVS
Colrain Capital LLC raised its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 27.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Colrain Capital LLC Increases Stock Position in Medtronic PLC $MDT
Colrain Capital LLC grew its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 43.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,595... More of this article »
Crestwood Advisors Group LLC Cuts Stake in Applied Materials, Inc. $AMAT
Crestwood Advisors Group LLC lessened its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 337,979 shares of the manufacturing... More of this article »
Denali Advisors LLC Sells 3,277 Shares of Applied Materials, Inc. $AMAT
Denali Advisors LLC lessened its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 41.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Crestwood Advisors Group LLC Purchases 4,484 Shares of Thermo Fisher Scientific Inc. $TMO
Crestwood Advisors Group LLC raised its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Short Interest in AG Mortgage Investment Trust, Inc. (NYSE:MITT) Decreases By 24.8%
AG Mortgage Investment Trust, Inc. (NYSE:MITT – Get Free Report) saw a large decrease in short interest in January. As of January 30th, there was short interest totaling 285,420 shares, a decrease of 24.8% from the January 15th... More of this article »
Crestwood Advisors Group LLC Sells 12,970 Shares of Danaher Corporation $DHR
Crestwood Advisors Group LLC decreased its position in Danaher Corporation (NYSE:DHR – Free Report) by 3.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Crestwood Advisors Group LLC Has $155.13 Million Stock Holdings in iShares Core S&P 500 ETF $IVV
Crestwood Advisors Group LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 77.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Crestwood Advisors Group LLC Sells 37,682 Shares of Fiserv, Inc. $FISV
Crestwood Advisors Group LLC reduced its stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) by 5.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Colrain Capital LLC Boosts Stock Position in The Mosaic Company $MOS
Colrain Capital LLC boosted its position in shares of The Mosaic Company (NYSE:MOS – Free Report) by 22.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG is Crestwood Advisors Group LLC’s 10th Largest Position
Crestwood Advisors Group LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Chevron Corporation $CVX Holdings Boosted by Colrain Capital LLC
Colrain Capital LLC lifted its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 5,654.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Accenture PLC $ACN Position Cut by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC lowered its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 12.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Workday (WDAY) Expected to Announce Quarterly Earnings on Tuesday
Workday (NASDAQ:WDAY – Get Free Report) is expected to be announcing its Q4 2026 results after the market closes on Tuesday, February 24th. Analysts expect the company to announce earnings of $2.30 per share and revenue of $2.5232... More of this article »
42,129 Shares in Comcast Corporation $CMCSA Bought by Beirne Wealth Consulting Services LLC
Beirne Wealth Consulting Services LLC purchased a new stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased... More of this article »
Zoetis Inc. $ZTS Shares Sold by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC reduced its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 7.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Crestwood Advisors Group LLC Has $40.30 Million Stock Position in AstraZeneca PLC $AZN
Crestwood Advisors Group LLC boosted its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 10.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Crestwood Advisors Group LLC Trims Stock Position in Amphenol Corporation $APH
Crestwood Advisors Group LLC lessened its stake in Amphenol Corporation (NYSE:APH – Free Report) by 2.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ Shares Purchased by Cornerstone Advisory LLC
Cornerstone Advisory LLC raised its position in Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 43.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Crestwood Advisors Group LLC Sells 7,773 Shares of Hilton Worldwide Holdings Inc. $HLT
Crestwood Advisors Group LLC trimmed its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 2.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Beirne Wealth Consulting Services LLC Acquires New Position in Johnson & Johnson $JNJ
Beirne Wealth Consulting Services LLC bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought... More of this article »
Beirne Wealth Consulting Services LLC Has $2.09 Million Position in ConocoPhillips $COP
Beirne Wealth Consulting Services LLC grew its position in ConocoPhillips (NYSE:COP – Free Report) by 550.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,098... More of this article »
Vanguard S&P 500 ETF $VOO Shares Acquired by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Crestwood Advisors Group LLC Decreases Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB
Crestwood Advisors Group LLC reduced its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 5.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Beirne Wealth Consulting Services LLC Invests $2.28 Million in UnitedHealth Group Incorporated $UNH
Beirne Wealth Consulting Services LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Position Boosted by Crestwood Advisors Group LLC
Crestwood Advisors Group LLC lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cornerstone Advisory LLC Has $18.53 Million Stock Position in Vanguard Growth ETF $VUG
Cornerstone Advisory LLC increased its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 9.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Crestwood Advisors Group LLC Boosts Stock Position in International Business Machines Corporation $IBM
Crestwood Advisors Group LLC raised its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 20.0% in the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Beirne Wealth Consulting Services LLC Acquires New Holdings in The Estee Lauder Companies Inc. $EL
Beirne Wealth Consulting Services LLC bought a new position in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The fund bought... More of this article »