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Axxcess Wealth Management LLC Buys 3,541 Shares of AstraZeneca PLC $AZN
Axxcess Wealth Management LLC lifted its stake in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 17.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Axxcess Wealth Management LLC Decreases Position in Cardinal Health, Inc. $CAH
Axxcess Wealth Management LLC cut its holdings in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 20.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Axxcess Wealth Management LLC Buys Shares of 14,123 Western Digital Corporation $WDC
Axxcess Wealth Management LLC acquired a new stake in Western Digital Corporation (NASDAQ:WDC – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Axxcess Wealth Management LLC Purchases 33,054 Shares of SPDR S&P Fossil Fuel Reserves Free ETF $SPYX
Axxcess Wealth Management LLC raised its position in shares of SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX – Free Report) by 244.6% in the third quarter, according to the company in its most recent filing with... More of this article »
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC Position Reduced by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC trimmed its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 16.1% in the third quarter, according to its most recent disclosure with the... More of this article »
Beirne Wealth Consulting Services LLC Makes New $515,000 Investment in Broadcom Inc. $AVGO
Beirne Wealth Consulting Services LLC bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Axxcess Wealth Management LLC Sells 4,719 Shares of Arista Networks, Inc. $ANET
Axxcess Wealth Management LLC cut its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 24.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,805... More of this article »
Axxcess Wealth Management LLC Buys 13,703 Shares of Carriage Services, Inc. $CSV
Axxcess Wealth Management LLC increased its stake in shares of Carriage Services, Inc. (NYSE:CSV – Free Report) by 42.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Axxcess Wealth Management LLC Purchases 22,723 Shares of iShares Core Dividend Growth ETF $DGRO
Axxcess Wealth Management LLC increased its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 362.1% during the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Axxcess Wealth Management LLC Acquires Shares of 29,310 Vanguard Total International Stock ETF $VXUS
Axxcess Wealth Management LLC bought a new position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Berkeley Capital Partners LLC Has $2.41 Million Stock Position in Franco-Nevada Corporation $FNV
Berkeley Capital Partners LLC lowered its position in Franco-Nevada Corporation (NYSE:FNV – Free Report) (TSE:FNV) by 20.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Axxcess Wealth Management LLC Increases Stock Position in Palo Alto Networks, Inc. $PANW
Axxcess Wealth Management LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 87.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Axxcess Wealth Management LLC Has $2.66 Million Stock Position in Astera Labs, Inc. $ALAB
Axxcess Wealth Management LLC lifted its stake in shares of Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 219.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Axxcess Wealth Management LLC Purchases New Stake in Rubrik, Inc. $RBRK
Axxcess Wealth Management LLC purchased a new stake in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Axxcess Wealth Management LLC Buys 2,411 Shares of Talen Energy Corporation $TLN
Axxcess Wealth Management LLC increased its stake in shares of Talen Energy Corporation (NASDAQ:TLN – Free Report) by 56.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Axxcess Wealth Management LLC Boosts Stock Position in Marathon Petroleum Corporation $MPC
Axxcess Wealth Management LLC boosted its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 43.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Axxcess Wealth Management LLC Sells 4,297 Shares of Broadcom Inc. $AVGO
Axxcess Wealth Management LLC decreased its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Axxcess Wealth Management LLC Sells 3,096 Shares of Hershey Company (The) $HSY
Axxcess Wealth Management LLC cut its holdings in Hershey Company (The) (NYSE:HSY – Free Report) by 17.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Avestar Capital LLC Buys New Shares in Nebius Group N.V. $NBIS
Avestar Capital LLC purchased a new position in Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,789 shares of the company’s... More of this article »
Axxcess Wealth Management LLC Sells 3,651 Shares of iShares ESG Aware MSCI USA ETF $ESGU
Axxcess Wealth Management LLC reduced its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 20.5% in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Berkeley Capital Partners LLC Buys New Position in Becton, Dickinson and Company $BDX
Berkeley Capital Partners LLC purchased a new position in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Beverly Hills Private Wealth LLC Increases Holdings in Verizon Communications Inc. $VZ
Beverly Hills Private Wealth LLC increased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Berkeley Capital Partners LLC Has $598,000 Stock Holdings in AT&T Inc. $T
Berkeley Capital Partners LLC decreased its stake in AT&T Inc. (NYSE:T – Free Report) by 69.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 21,174... More of this article »
Berkeley Capital Partners LLC Invests $1.29 Million in Diageo plc $DEO
Berkeley Capital Partners LLC purchased a new stake in shares of Diageo plc (NYSE:DEO – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Axxcess Wealth Management LLC Has $2.93 Million Stock Position in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL
Axxcess Wealth Management LLC boosted its position in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 48.1% in the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Beverly Hills Private Wealth LLC Increases Position in Alexander’s, Inc. $ALX
Beverly Hills Private Wealth LLC lifted its position in shares of Alexander’s, Inc. (NYSE:ALX – Free Report) by 13.0% during the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Americold Realty Trust Inc. $COLD Shares Acquired by Berkeley Capital Partners LLC
Berkeley Capital Partners LLC increased its stake in Americold Realty Trust Inc. (NYSE:COLD – Free Report) by 85.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Axxcess Wealth Management LLC Makes New Investment in Alger Concentrated Equity ETF $CNEQ
Axxcess Wealth Management LLC bought a new stake in Alger Concentrated Equity ETF (NYSEARCA:CNEQ – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Rio Tinto PLC $RIO Shares Sold by Berkeley Capital Partners LLC
Berkeley Capital Partners LLC trimmed its position in Rio Tinto PLC (NYSE:RIO – Free Report) by 49.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,219 shares... More of this article »
Beverly Hills Private Wealth LLC Buys 3,800 Shares of Elevance Health, Inc. $ELV
Beverly Hills Private Wealth LLC lifted its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 26.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 18,346 shares of the... More of this article »
SPDR Portfolio Long Term Treasury ETF $SPTL Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC grew its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 177.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Axxcess Wealth Management LLC Has $1.94 Million Position in SPDR Bloomberg High Yield Bond ETF $JNK
Axxcess Wealth Management LLC lessened its holdings in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 53.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC reduced its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 59.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Berkeley Capital Partners LLC Makes New $886,000 Investment in Smurfit Westrock PLC $SW
Berkeley Capital Partners LLC acquired a new stake in Smurfit Westrock PLC (NYSE:SW – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 20,810 shares... More of this article »
Entegris (NASDAQ:ENTG) SVP Sells $3,981,428.10 in Stock
Entegris, Inc. (NASDAQ:ENTG – Get Free Report) SVP Daniel Woodland sold 30,474 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $130.65,... More of this article »
Guillermo Bichara Sells 9,455 Shares of Linde (NASDAQ:LIN) Stock
Linde PLC (NASDAQ:LIN – Get Free Report) VP Guillermo Bichara sold 9,455 shares of Linde stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $480.45, for a total value of $4,542,654.75.... More of this article »
VanEck Gold Miners ETF $GDX Position Decreased by Berkeley Capital Partners LLC
Berkeley Capital Partners LLC decreased its holdings in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 26.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Direxion Daily S&P 500 Bear 1x Shares $SPDN Shares Bought by Axxcess Wealth Management LLC
Axxcess Wealth Management LLC increased its stake in Direxion Daily S&P 500 Bear 1x Shares (NYSEARCA:SPDN – Free Report) by 86.9% during the third quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Scott Nuttall Purchases 125,000 Shares of KKR & Co. Inc. (NYSE:KKR) Stock
KKR & Co. Inc. (NYSE:KKR – Get Free Report) CEO Scott Nuttall bought 125,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were bought at an average price of $102.66 per share,... More of this article »
Timothy Schmid Sells 22,623 Shares of Johnson & Johnson (NYSE:JNJ) Stock
Johnson & Johnson (NYSE:JNJ – Get Free Report) EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33,... More of this article »
E Follin Smith Sells 32,230 Shares of Ryder System (NYSE:R) Stock
Ryder System, Inc. (NYSE:R – Get Free Report) Director E Follin Smith sold 32,230 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $207.61, for a total transaction... More of this article »
Beverly Hills Private Wealth LLC Lowers Position in Starbucks Corporation $SBUX
Beverly Hills Private Wealth LLC decreased its holdings in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 23.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,228... More of this article »
Arne Alexander Wilhelmsen Sells 100,000 Shares of Royal Caribbean Cruises (NYSE:RCL) Stock
Royal Caribbean Cruises Ltd. (NYSE:RCL – Get Free Report) Director Arne Alexander Wilhelmsen sold 100,000 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $326.58, for... More of this article »
Beverly Hills Private Wealth LLC Has $4.23 Million Position in BlackRock $BLK
Beverly Hills Private Wealth LLC cut its stake in shares of BlackRock (NYSE:BLK – Free Report) by 11.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,627 shares of... More of this article »
Gold.com (NYSE:GOLD) Director Sells $4,581,408.26 in Stock
Gold.com Inc. (NYSE:GOLD – Get Free Report) Director Jeffrey Benjamin sold 75,179 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $60.94, for a total value of $4,581,408.26.... More of this article »
David Dunbar Sells 15,000 Shares of Standex International (NYSE:SXI) Stock
Standex International Corporation (NYSE:SXI – Get Free Report) CEO David Dunbar sold 15,000 shares of Standex International stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $255.94,... More of this article »
Of New Zealand Super Guardians Buys 860,000 Shares of LanzaTech Global (NASDAQ:LNZA) Stock
LanzaTech Global, Inc. (NASDAQ:LNZA – Get Free Report) major shareholder Of New Zealand Super Guardians purchased 860,000 shares of LanzaTech Global stock in a transaction dated Wednesday, January 21st. The stock was acquired... More of this article »
Neil Edward Marchuk Sells 45,150 Shares of Howmet Aerospace (NYSE:HWM) Stock
Howmet Aerospace Inc. (NYSE:HWM – Get Free Report) EVP Neil Edward Marchuk sold 45,150 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $251.70, for... More of this article »