Home » Companies
Spectrum Brands Holdings Inc. $SPB Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC cut its stake in shares of Spectrum Brands Holdings Inc. (NYSE:SPB – Free Report) by 20.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Central Pacific Bank Trust Division Boosts Holdings in Invesco NASDAQ 100 ETF $QQQM
Central Pacific Bank Trust Division raised its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 14.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
GoalFusion Wealth Management LLC Has $8.28 Million Stock Position in Vanguard Value ETF $VTV
GoalFusion Wealth Management LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Collective Family Office LLC Sells 908 Shares of Vanguard S&P 500 ETF $VOO
Collective Family Office LLC lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Nu Holdings Ltd. $NU Shares Sold by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC cut its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 13.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Confluence Investment Management LLC Sells 6,715 Shares of J & J Snack Foods Corp. $JJSF
Confluence Investment Management LLC lessened its stake in shares of J & J Snack Foods Corp. (NASDAQ:JJSF – Free Report) by 37.0% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Invesco QQQ $QQQ Shares Sold by Canal Capital Management LLC
Canal Capital Management LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 12,143 shares of... More of this article »
Central Pacific Bank Trust Division Has $3.04 Million Stock Position in Synopsys, Inc. $SNPS
Central Pacific Bank Trust Division grew its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 22.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CIBC Private Wealth Group LLC Sells 7,338 Shares of Lam Research Corporation $LRCX
CIBC Private Wealth Group LLC cut its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 15.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Clark Financial Services Group Inc. BD Reduces Stock Holdings in Vanguard S&P 500 ETF $VOO
Clark Financial Services Group Inc. BD cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Investment Management LLC Has $1.43 Million Stake in UFP Industries, Inc. $UFPI
Confluence Investment Management LLC reduced its position in shares of UFP Industries, Inc. (NASDAQ:UFPI – Free Report) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
CIBC Bancorp USA Inc. Purchases New Position in Coinbase Global, Inc. $COIN
CIBC Bancorp USA Inc. purchased a new stake in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 30,293 shares of... More of this article »
21,559 Shares in Moody’s Corporation $MCO Bought by CIBC Bancorp USA Inc.
CIBC Bancorp USA Inc. purchased a new stake in shares of Moody’s Corporation (NYSE:MCO – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CGN Advisors LLC Buys New Shares in Trane Technologies plc $TT
CGN Advisors LLC purchased a new position in Trane Technologies plc (NYSE:TT – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Confluence Investment Management LLC Has $3.70 Million Stake in CONMED Corporation $CNMD
Confluence Investment Management LLC lowered its holdings in CONMED Corporation (NYSE:CNMD – Free Report) by 25.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Confluence Investment Management LLC Takes $3.74 Million Position in F&G Annuities & Life, Inc. $FG
Confluence Investment Management LLC acquired a new position in shares of F&G Annuities & Life, Inc. (NYSE:FG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Confluence Investment Management LLC Increases Holdings in Invesco BulletShares 2032 Municipal Bond ETF $BSMW
Confluence Investment Management LLC lifted its stake in shares of Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW – Free Report) by 108.9% during the fourth quarter, according to the company in its most recent 13F... More of this article »
Confluence Investment Management LLC Sells 71,220 Shares of VanEck Long Muni ETF $MLN
Confluence Investment Management LLC decreased its position in VanEck Long Muni ETF (BATS:MLN – Free Report) by 31.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Confluence Investment Management LLC Has $114.16 Million Stock Position in The Home Depot, Inc. $HD
Confluence Investment Management LLC lessened its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
First Hawaiian Bank Sells 7,978 Shares of Chevron Corporation $CVX
First Hawaiian Bank trimmed its position in Chevron Corporation (NYSE:CVX – Free Report) by 64.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,416... More of this article »
Coastline Trust Co Purchases 5,601 Shares of Exxon Mobil Corporation $XOM
Coastline Trust Co increased its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 44.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Confluence Investment Management LLC Acquires 45,396 Shares of Invesco BulletShares 2033 Municipal Bond ETF $BSSX
Confluence Investment Management LLC increased its holdings in shares of Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX – Free Report) by 18.3% during the fourth quarter, according to the company in its most recent... More of this article »
Chevron Corporation $CVX Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC lessened its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Confluence Investment Management LLC Purchases 25,376 Shares of Invesco BulletShares 2034 Municipal Bond ETF $BSMY
Confluence Investment Management LLC boosted its position in Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
CGN Advisors LLC Takes Position in Zoom Communications, Inc. $ZM
CGN Advisors LLC purchased a new position in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Confluence Investment Management LLC Invests $7.61 Million in iShares iBonds Dec 2032 Term Corporate ETF $IBDX
Confluence Investment Management LLC acquired a new stake in shares of iShares iBonds Dec 2032 Term Corporate ETF (NYSEARCA:IBDX – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The... More of this article »
CGN Advisors LLC Acquires 905 Shares of Meta Platforms, Inc. $META
CGN Advisors LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
The Home Depot, Inc. $HD Shares Bought by Catherine Avery Investment Management LLC
Catherine Avery Investment Management LLC raised its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 10,680.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Coastline Trust Co Has $21.74 Million Position in Eli Lilly and Company $LLY
Coastline Trust Co boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 12.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
CGN Advisors LLC Acquires New Stake in Verizon Communications Inc. $VZ
CGN Advisors LLC bought a new position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CGN Advisors LLC Invests $1.29 Million in Spotify Technology $SPOT
CGN Advisors LLC acquired a new position in Spotify Technology (NYSE:SPOT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,218 shares of... More of this article »
Coastline Trust Co Boosts Stake in The Home Depot, Inc. $HD
Coastline Trust Co lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 62.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Coastline Trust Co Has $2.94 Million Holdings in Chevron Corporation $CVX
Coastline Trust Co boosted its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 46.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
CGN Advisors LLC Purchases Shares of 17,409 MetLife, Inc. $MET
CGN Advisors LLC purchased a new position in shares of MetLife, Inc. (NYSE:MET – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
13,981 Shares in Netflix, Inc. $NFLX Bought by CGN Advisors LLC
CGN Advisors LLC purchased a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
CGN Advisors LLC Invests $1.18 Million in PayPal Holdings, Inc. $PYPL
CGN Advisors LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Confluence Investment Management LLC Has $2.17 Million Stake in Movado Group Inc. $MOV
Confluence Investment Management LLC decreased its stake in shares of Movado Group Inc. (NYSE:MOV – Free Report) by 25.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
iShares iBonds Dec 2029 Term Treasury ETF $IBTJ Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC trimmed its position in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) by 65.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Confluence Investment Management LLC Trims Stock Position in Vail Resorts, Inc. $MTN
Confluence Investment Management LLC trimmed its stake in shares of Vail Resorts, Inc. (NYSE:MTN – Free Report) by 24.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Stewart Information Services Corporation $STC Stock Position Cut by Confluence Investment Management LLC
Confluence Investment Management LLC decreased its stake in shares of Stewart Information Services Corporation (NYSE:STC – Free Report) by 20.5% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
RBC Bearings Incorporated $RBC Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC trimmed its stake in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 19.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Confluence Investment Management LLC Increases Stock Position in Littelfuse, Inc. $LFUS
Confluence Investment Management LLC raised its position in Littelfuse, Inc. (NASDAQ:LFUS – Free Report) by 37.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Hagerty, Inc. $HGTY Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC reduced its stake in Hagerty, Inc. (NYSE:HGTY – Free Report) by 22.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Confluence Investment Management LLC Acquires New Position in iShares iBonds Dec 2026 Term Corporate ETF $IBDR
Confluence Investment Management LLC bought a new position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
TripAdvisor, Inc. $TRIP Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC decreased its position in shares of TripAdvisor, Inc. (NASDAQ:TRIP – Free Report) by 21.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Needham & Company LLC Reiterates “Buy” Rating for Collegium Pharmaceutical (NASDAQ:COLL)
Collegium Pharmaceutical (NASDAQ:COLL – Get Free Report)‘s stock had its “buy” rating restated by research analysts at Needham & Company LLC in a report issued on Thursday,Benzinga reports. They presently... More of this article »
Confluence Investment Management LLC Has $2.36 Million Stock Holdings in Knowles Corporation $KN
Confluence Investment Management LLC decreased its stake in shares of Knowles Corporation (NYSE:KN – Free Report) by 21.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 109,873 shares... More of this article »
Confluence Investment Management LLC Reduces Stock Holdings in Cavco Industries, Inc. $CVCO
Confluence Investment Management LLC reduced its position in shares of Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 15.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »