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Adobe Inc. $ADBE Shares Sold by First Financial Bankshares Inc
First Financial Bankshares Inc lessened its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 98.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
HDFC Bank Limited $HDB Shares Purchased by Compound Planning Inc.
Compound Planning Inc. increased its position in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 121.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
First Financial Bankshares Inc Makes New Investment in Las Vegas Sands Corp. $LVS
First Financial Bankshares Inc bought a new stake in Las Vegas Sands Corp. (NYSE:LVS – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
iShares S&P 500 Value ETF $IVE Position Reduced by Compound Planning Inc.
Compound Planning Inc. trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 24.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
2,313 Shares in AMETEK, Inc. $AME Bought by First Financial Bankshares Inc
First Financial Bankshares Inc acquired a new stake in shares of AMETEK, Inc. (NYSE:AME – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Compound Planning Inc. Has $1.69 Million Stake in Simplify US Equity PLUS Downside Convexity ETF $SPD
Compound Planning Inc. reduced its stake in shares of Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD – Free Report) by 30.4% in the third quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Compound Planning Inc. Boosts Stake in iShares New York Muni Bond ETF $NYF
Compound Planning Inc. boosted its position in iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 90.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
5,295 Shares in Exxon Mobil Corporation $XOM Purchased by AXQ Capital LP
AXQ Capital LP bought a new stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 5,295 shares... More of this article »
Compound Planning Inc. Grows Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Compound Planning Inc. lifted its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 44.9% during the 3rd quarter, according to its most recent disclosure with the Securities... More of this article »
Compound Planning Inc. Has $3.16 Million Stock Holdings in ASML Holding N.V. $ASML
Compound Planning Inc. increased its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 19.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Compound Planning Inc. Lowers Stock Position in SPDR Portfolio S&P 500 ETF $SPLG
Compound Planning Inc. lessened its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 18.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Dana Investment Advisors Inc. Boosts Stake in DENTSPLY SIRONA Inc. $XRAY
Dana Investment Advisors Inc. lifted its holdings in shares of DENTSPLY SIRONA Inc. (NASDAQ:XRAY – Free Report) by 45.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Compound Planning Inc. Increases Holdings in Invesco S&P 500 Equal Weight ETF $RSP
Compound Planning Inc. increased its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 44.3% in the third quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Compound Planning Inc. Has $2.53 Million Stock Holdings in AstraZeneca PLC $AZN
Compound Planning Inc. lifted its position in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 37.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 32,928 shares of the company’s... More of this article »
Mitsubishi UFJ Financial Group, Inc. $MUFG Shares Acquired by Compound Planning Inc.
Compound Planning Inc. increased its position in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 21.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Compound Planning Inc. Boosts Stock Holdings in Starbucks Corporation $SBUX
Compound Planning Inc. boosted its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 43.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Compound Planning Inc. Boosts Stock Holdings in Marvell Technology, Inc. $MRVL
Compound Planning Inc. lifted its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 32.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dana Investment Advisors Inc. Grows Stock Holdings in Axsome Therapeutics, Inc. $AXSM
Dana Investment Advisors Inc. grew its holdings in Axsome Therapeutics, Inc. (NASDAQ:AXSM – Free Report) by 39.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Microchip Technology Incorporated $MCHP Shares Sold by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. trimmed its holdings in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 35.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Compound Planning Inc. Boosts Stock Holdings in American Express Company $AXP
Compound Planning Inc. grew its stake in shares of American Express Company (NYSE:AXP) by 30.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,652... More of this article »
Invesco BulletShares 2026 High Yield Corporate Bond ETF $BSJQ Shares Purchased by Compound Planning Inc.
Compound Planning Inc. boosted its holdings in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) by 16.7% during the 3rd quarter, according to its most recent disclosure with the Securities... More of this article »
Dana Investment Advisors Inc. Sells 2,133 Shares of Jabil, Inc. $JBL
Dana Investment Advisors Inc. trimmed its holdings in Jabil, Inc. (NYSE:JBL – Free Report) by 9.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Dana Investment Advisors Inc. Sells 6,571 Shares of NextEra Energy, Inc. $NEE
Dana Investment Advisors Inc. reduced its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 11.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dana Investment Advisors Inc. Has $3.94 Million Holdings in Element Solutions Inc. $ESI
Dana Investment Advisors Inc. increased its stake in shares of Element Solutions Inc. (NYSE:ESI – Free Report) by 209.9% during the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Dana Investment Advisors Inc. Has $4.14 Million Holdings in Ralph Lauren Corporation $RL
Dana Investment Advisors Inc. trimmed its position in Ralph Lauren Corporation (NYSE:RL – Free Report) by 15.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dana Investment Advisors Inc. Sells 54,542 Shares of Bristol Myers Squibb Company $BMY
Dana Investment Advisors Inc. lessened its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 37.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Dana Investment Advisors Inc. Grows Stake in Clearfield, Inc. $CLFD
Dana Investment Advisors Inc. increased its position in shares of Clearfield, Inc. (NASDAQ:CLFD – Free Report) by 16.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Susan Street Whaley Sells 1,809 Shares of Procter & Gamble (NYSE:PG) Stock
Procter & Gamble Company (The) (NYSE:PG – Get Free Report) insider Susan Street Whaley sold 1,809 shares of Procter & Gamble stock in a transaction on Thursday, February 19th. The shares were sold at an average price... More of this article »
Charles Lacey Compton III Sells 14,797 Shares of Fastly (NYSE:FSLY) Stock
Fastly, Inc. (NYSE:FSLY – Get Free Report) CEO Charles Lacey Compton III sold 14,797 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $18.88, for... More of this article »
Vanguard Value ETF $VTV Shares Sold by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. trimmed its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 19.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Arora Ashish Sells 60,000 Shares of Cricut (NASDAQ:CRCT) Stock
Cricut, Inc. (NASDAQ:CRCT – Get Free Report) CEO Arora Ashish sold 60,000 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $4.42, for a total transaction of $265,200.00.... More of this article »
ProPetro Holding Corp. $PUMP Shares Purchased by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. increased its holdings in shares of ProPetro Holding Corp. (NYSE:PUMP – Free Report) by 21.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Maria Martinez Sells 349 Shares of McKesson (NYSE:MCK) Stock
McKesson Corporation (NYSE:MCK – Get Free Report) Director Maria Martinez sold 349 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $939.87, for a total... More of this article »
Dana Investment Advisors Inc. Purchases 1,884 Shares of Thermo Fisher Scientific Inc. $TMO
Dana Investment Advisors Inc. boosted its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 24.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dana Investment Advisors Inc. Decreases Stake in McDonald’s Corporation $MCD
Dana Investment Advisors Inc. cut its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 20.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dana Investment Advisors Inc. Has $6.44 Million Stock Position in Kennametal Inc. $KMT
Dana Investment Advisors Inc. grew its position in Kennametal Inc. (NYSE:KMT – Free Report) by 38.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 307,544... More of this article »
Dana Investment Advisors Inc. Has $5.39 Million Stock Position in Procter & Gamble Company (The) $PG
Dana Investment Advisors Inc. reduced its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Josef Parvizi Sells 16,714 Shares of CeriBell (NASDAQ:CBLL) Stock
CeriBell, Inc. (NASDAQ:CBLL – Get Free Report) Director Josef Parvizi sold 16,714 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $20.27, for a total... More of this article »
369,183 Shares in Grocery Outlet Holding Corp. $GO Bought by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. purchased a new stake in Grocery Outlet Holding Corp. (NASDAQ:GO – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Arora Ashish Sells 60,000 Shares of Cricut (NASDAQ:CRCT) Stock
Cricut, Inc. (NASDAQ:CRCT – Get Free Report) CEO Arora Ashish sold 60,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $4.65, for a total value of... More of this article »
Canadian Natural Resources Limited $CNQ Shares Sold by Dakota Wealth Management
Dakota Wealth Management decreased its position in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 13.8% during the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Dana Investment Advisors Inc. Has $5.83 Million Stock Holdings in Johnson & Johnson $JNJ
Dana Investment Advisors Inc. cut its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 9.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Dana Investment Advisors Inc. Increases Stock Position in Portland General Electric Company $POR
Dana Investment Advisors Inc. lifted its position in shares of Portland General Electric Company (NYSE:POR – Free Report) by 12.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
EOG Resources, Inc. $EOG Stock Holdings Lifted by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. increased its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 24.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 45,269 shares of the energy... More of this article »
Dana Investment Advisors Inc. Invests $5 Million in Ellington Financial Inc. $EFC
Dana Investment Advisors Inc. purchased a new position in Ellington Financial Inc. (NYSE:EFC – 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 »
Mudit Jain Acquires 46,800 Shares of CVRx (NASDAQ:CVRX) Stock
CVRx, Inc. (NASDAQ:CVRX – Get Free Report) Director Mudit Jain purchased 46,800 shares of the company’s stock in a transaction on Friday, February 20th. The shares were purchased at an average price of $6.36 per share,... More of this article »
Williams-Sonoma, Inc. $WSM Shares Sold by Dana Investment Advisors Inc.
Dana Investment Advisors Inc. lessened its holdings in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 7.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Geoff Haney Purchases 10,200 Shares of First Financial Bankshares (NASDAQ:FFIN) Stock
First Financial Bankshares, Inc. (NASDAQ:FFIN – Get Free Report) Director Geoff Haney acquired 10,200 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was acquired at an average... More of this article »