Home » Companies
CGN Advisors LLC Purchases 16,752 Shares of iShares MSCI USA Quality GARP ETF $GARP
CGN Advisors LLC lifted its position in iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) by 23.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
CGN Advisors LLC Sells 8,289 Shares of The Bank of New York Mellon Corporation $BK
CGN Advisors LLC lessened its stake in The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 28.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by City Center Advisors LLC
City Center Advisors LLC boosted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 10.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
CGN Advisors LLC Buys 2,826 Shares of Vanguard Value ETF $VTV
CGN Advisors LLC increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
City Center Advisors LLC Purchases 6,960 Shares of Netflix, Inc. $NFLX
City Center Advisors LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,247.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CIBC Bancorp USA Inc. Takes Position in O’Reilly Automotive, Inc. $ORLY
CIBC Bancorp USA Inc. purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 160,079 shares... More of this article »
CIBC Bancorp USA Inc. Invests $19.30 Million in iShares MSCI EAFE ETF $EFA
CIBC Bancorp USA Inc. acquired a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 206,663 shares... More of this article »
CIBC Bancorp USA Inc. Makes New Investment in Danaher Corporation $DHR
CIBC Bancorp USA Inc. purchased a new position in shares of Danaher Corporation (NYSE:DHR – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 88,168... More of this article »
City Center Advisors LLC Purchases Shares of 1,048 HCA Healthcare, Inc. $HCA
City Center Advisors LLC acquired a new position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
CGN Advisors LLC Has $7.58 Million Stake in Schwab Municipal Bond ETF $SCMB
CGN Advisors LLC lifted its stake in Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) by 8.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 294,181... More of this article »
Nuveen ESG U.S. Aggregate Bond ETF $NUBD Shares Bought by CGN Advisors LLC
CGN Advisors LLC grew its position in Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD – Free Report) by 8.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
26,125 Shares in Centene Corporation $CNC Purchased by Centaurus Financial Inc.
Centaurus Financial Inc. bought a new position in Centene Corporation (NYSE:CNC – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Invesco Aerospace & Defense ETF $PPA Shares Sold by City Center Advisors LLC
City Center Advisors LLC reduced its position in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 38.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
88,251 Shares in Capital One Financial Corporation $COF Bought by CIBC Bancorp USA Inc.
CIBC Bancorp USA Inc. bought a new stake in shares of Capital One Financial Corporation (NYSE:COF) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Dimensional U.S. Small Cap ETF $DFAS Shares Sold by CGN Advisors LLC
CGN Advisors LLC trimmed its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 136,525... More of this article »
Burkett Financial Services LLC Boosts Stake in Schwab US Dividend Equity ETF $SCHD
Burkett Financial Services LLC boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Holdings Trimmed by Burkett Financial Services LLC
Burkett Financial Services LLC trimmed its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
CGN Advisors LLC Buys 16,649 Shares of Avantis International Equity ETF $AVDE
CGN Advisors LLC lifted its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 2.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Janus Henderson Mortgage-Backed Securities ETF $JMBS is CGN Advisors LLC’s 8th Largest Position
CGN Advisors LLC increased its position in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 4.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
101,426 Shares in Blackstone Inc. $BX Bought by CIBC Bancorp USA Inc.
CIBC Bancorp USA Inc. acquired a new stake in Blackstone Inc. (NYSE:BX – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Vanguard Short-Term Treasury ETF $VGSH Shares Bought by BancFirst Trust & Investment Management
BancFirst Trust & Investment Management lifted its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 177.2% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Cape Investment Advisory Inc. Trims Stock Holdings in Invesco NASDAQ 100 ETF $QQQM
Cape Investment Advisory Inc. decreased its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 93.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Holdings Raised by CGN Advisors LLC
CGN Advisors LLC boosted its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 11.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,185,872... More of this article »
Avior Wealth Management LLC Acquires 12,628 Shares of ONEOK, Inc. $OKE
Avior Wealth Management LLC boosted its holdings in ONEOK, Inc. (NYSE:OKE – Free Report) by 33.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
CGN Advisors LLC Sells 5,927 Shares of iShares MSCI USA Quality Factor ETF $QUAL
CGN Advisors LLC lowered its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares MSCI Emerging Markets Min Vol Factor ETF $EEMV Stock Position Boosted by Burkett Financial Services LLC
Burkett Financial Services LLC raised its position in iShares MSCI Emerging Markets Min Vol Factor ETF (BATS:EEMV – Free Report) by 3.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
CGN Advisors LLC Has $21.75 Million Stake in Vanguard Core Bond ETF $VCRB
CGN Advisors LLC boosted its position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
JPMorgan Core Plus Bond ETF $JCPB is CGN Advisors LLC’s Largest Position
CGN Advisors LLC lifted its stake in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
CIBC Bancorp USA Inc. Makes New Investment in Vanguard Information Technology ETF $VGT
CIBC Bancorp USA Inc. acquired a new position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Burkett Financial Services LLC Boosts Stock Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT
Burkett Financial Services LLC raised its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 27.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cape Investment Advisory Inc. Sells 25,055 Shares of Schwab U.S. REIT ETF $SCHH
Cape Investment Advisory Inc. lessened its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 94.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
CGN Advisors LLC Buys 12,070 Shares of JPMorgan Municipal ETF $JMUB
CGN Advisors LLC lifted its stake in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
SPDR Portfolio Emerging Markets ETF $SPEM Shares Acquired by CGN Advisors LLC
CGN Advisors LLC increased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
CGN Advisors LLC Acquires 10,322 Shares of Vanguard Short-Term Bond ETF $BSV
CGN Advisors LLC raised its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
CIBC Bancorp USA Inc. Buys Shares of 2,391,505 Microsoft Corporation $MSFT
CIBC Bancorp USA Inc. purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 2,391,505 shares of the software... More of this article »
Cape Investment Advisory Inc. Has $30,000 Holdings in Chevron Corporation $CVX
Cape Investment Advisory Inc. decreased its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 99.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
CGN Advisors LLC Lowers Position in Avantis U.S. Mid Cap Equity ETF $AVMC
CGN Advisors LLC decreased its holdings in shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC – Free Report) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 167,793... More of this article »
Vanguard Total Stock Market ETF $VTI is BancFirst Trust & Investment Management’s 8th Largest Position
BancFirst Trust & Investment Management decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 45.3% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by CGN Advisors LLC
CGN Advisors LLC lessened its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Five Below Q4 Earnings Call Highlights
Five Below (NASDAQ:FIVE) closed fiscal 2025 with what management described as a “transformational” year, highlighted by strong holiday demand, broad-based comparable sales gains, and margin expansion. On the company’s fourth... More of this article »
SailPoint Q4 Earnings Call Highlights
SailPoint (NASDAQ:SAIL) executives emphasized accelerating demand for identity security as enterprises prepare for wider adoption of agentic AI, while also reporting fiscal fourth-quarter and full-year 2026 results that the company... More of this article »
Heartflow Q4 Earnings Call Highlights
Heartflow (NASDAQ:HTFL) executives highlighted record revenue, accelerating adoption of its platform, and expanding reimbursement support during the company’s fourth-quarter 2025 earnings call, while also initiating 2026 guidance... More of this article »
Trevi Therapeutics Q4 Earnings Call Highlights
Trevi Therapeutics (NASDAQ:TRVI) used its fourth-quarter and year-end 2025 earnings call to outline next steps following what management described as a pivotal year driven by positive clinical data in two chronic cough programs. President... More of this article »
Arlington Capital Management Inc. Acquires New Holdings in Vanguard Total International Bond ETF $BNDX
Arlington Capital Management Inc. bought a new position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Vanguard Total Bond Market ETF $BND Shares Bought by Attessa Capital LLC
Attessa Capital LLC grew its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 202,721 shares of the company’s... More of this article »
Vanguard Growth ETF $VUG is Avior Wealth Management LLC’s Largest Position
Avior Wealth Management LLC increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
CytomX Therapeutics (NASDAQ:CTMX) Shares Gap Up After Analyst Upgrade
CytomX Therapeutics, Inc. (NASDAQ:CTMX – Get Free Report) gapped up prior to trading on Thursday after Barclays raised their price target on the stock from $10.00 to $16.00. The stock had previously closed at $4.40, but opened... More of this article »
Micron Technology, Inc. $MU is Asset Management Advisors LLC’s 7th Largest Position
Asset Management Advisors LLC cut its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 32.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »