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Baldwin Wealth Partners LLC MA Cuts Stake in Roper Technologies, Inc. $ROP
Baldwin Wealth Partners LLC MA lessened its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 21.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares 10-20 Year Treasury Bond ETF $TLH Shares Sold by BCGM Wealth Management LLC
BCGM Wealth Management LLC decreased its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 8.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFLX
Bay Rivers Group grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 868.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Baring Financial LLC Invests $6.87 Million in Schwab U.S. Large-Cap Value ETF $SCHV
Baring Financial LLC purchased a new position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Baldwin Wealth Partners LLC MA Invests $1.11 Million in Nu Holdings Ltd. $NU
Baldwin Wealth Partners LLC MA bought a new stake in shares of Nu Holdings Ltd. (NYSE:NU – 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 »
BCGM Wealth Management LLC Sells 34,587 Shares of iShares MSCI USA Quality Factor ETF $QUAL
BCGM Wealth Management LLC reduced its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 39.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vanguard Mid-Cap Growth ETF $VOT Shares Bought by Baring Financial LLC
Baring Financial LLC lifted its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 15.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Dimensional Core Fixed Income ETF $DFCF is Bannerman Wealth Management Group LLC’s 2nd Largest Position
Bannerman Wealth Management Group LLC increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Stoneridge (NYSE:SRI) Upgraded at Zacks Research
Zacks Research upgraded shares of Stoneridge (NYSE:SRI – Free Report) to a hold rating in a research note published on Wednesday morning,Zacks.com reports. A number of other brokerages also recently weighed in on SRI. Wall Street... More of this article »
Bay Rivers Group Has $5.98 Million Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
Bay Rivers Group decreased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 13.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Vanguard Mid-Cap Value ETF $VOE Shares Sold by Baring Financial LLC
Baring Financial LLC reduced its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 46.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 18,902 shares... More of this article »
Baring Financial LLC Increases Stake in iShares Floating Rate Bond ETF $FLOT
Baring Financial LLC grew its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bay Rivers Group Buys New Shares in Bloom Energy Corporation $BE
Bay Rivers Group bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Vanguard Mega Cap Growth ETF $MGK is Baring Financial LLC’s 3rd Largest Position
Baring Financial LLC increased its holdings in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 46.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dimensional U.S. Small Cap ETF $DFAS is Bannerman Wealth Management Group LLC’s 4th Largest Position
Bannerman Wealth Management Group LLC raised its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
JPMorgan Active Value ETF $JAVA Holdings Lifted by BCGM Wealth Management LLC
BCGM Wealth Management LLC increased its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 33.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Baldwin Wealth Partners LLC MA Purchases New Position in ServiceTitan Inc. $TTAN
Baldwin Wealth Partners LLC MA acquired a new stake in shares of ServiceTitan Inc. (NASDAQ:TTAN – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 10,165 shares of... More of this article »
VanEck Gold Miners ETF $GDX Stake Increased by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA grew its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 47.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Procore Technologies (NYSE:PCOR) Upgraded at Zacks Research
Zacks Research upgraded shares of Procore Technologies (NYSE:PCOR – Free Report) from a strong sell rating to a hold rating in a report released on Wednesday morning,Zacks.com reports. A number of other research firms also recently... More of this article »
Chevron Corporation $CVX Shares Sold by BancFirst Trust & Investment Management
BancFirst Trust & Investment Management trimmed its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 66.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Avantis U.S. Equity ETF $AVUS is Bannerman Wealth Management Group LLC’s 9th Largest Position
Bannerman Wealth Management Group LLC decreased its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Baring Financial LLC Purchases 13,823 Shares of Vanguard Dividend Appreciation ETF $VIG
Baring Financial LLC raised its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 168.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bay Rivers Group Has $2.12 Million Stock Holdings in ServiceNow, Inc. $NOW
Bay Rivers Group increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 385.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Baring Financial LLC Has $12.22 Million Stake in Invesco NASDAQ 100 ETF $QQQM
Baring Financial LLC raised its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 415.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Vanguard Growth ETF $VUG Shares Sold by Bay Rivers Group
Bay Rivers Group lessened its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Baring Financial LLC Sells 129,883 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG
Baring Financial LLC lowered its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 85.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC Shares Sold by Baring Financial LLC
Baring Financial LLC reduced its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 89.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, Inc. $BIDU
Baldwin Wealth Partners LLC MA grew its stake in Baidu, Inc. (NASDAQ:BIDU – Free Report) by 37.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Global X Silver Miners ETF $SIL Shares Bought by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA increased its stake in shares of Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) by 96.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Baldwin Wealth Partners LLC MA Buys New Stake in Lineage, Inc. $LINE
Baldwin Wealth Partners LLC MA purchased a new position in Lineage, Inc. (NASDAQ:LINE – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Baldwin Wealth Partners LLC MA Grows Stake in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL
Baldwin Wealth Partners LLC MA raised its holdings in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 333.0% during the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Baring Financial LLC Has $5.11 Million Stock Position in iShares Short Treasury Bond ETF $SHV
Baring Financial LLC boosted its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 12.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares Silver Trust $SLV Shares Acquired by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA grew its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 101.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 26,846... More of this article »
Adobe Inc. $ADBE Holdings Trimmed by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA reduced its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 81.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Allworth Financial LP Buys 6,366 Shares of Blackstone Inc. $BX
Allworth Financial LP grew its stake in Blackstone Inc. (NYSE:BX – Free Report) by 17.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Allworth Financial LP Raises Stock Holdings in Micron Technology, Inc. $MU
Allworth Financial LP boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Merck & Co., Inc. $MRK Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 11.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Alecta Tjanstepension Omsesidigt Has $676.03 Million Stake in Apple Inc. $AAPL
Alecta Tjanstepension Omsesidigt grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
AIA Group Ltd Invests $1.34 Million in Sandisk Corporation $SNDK
AIA Group Ltd purchased a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Eli Lilly and Company $LLY Shares Bought by AIA Group Ltd
AIA Group Ltd lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 34.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,963 shares of the company’s... More of this article »
Alphabet Inc. $GOOGL is Alecta Tjanstepension Omsesidigt’s 2nd Largest Position
Alecta Tjanstepension Omsesidigt cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 10.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 6,998,000 shares of the... More of this article »
Microsoft Corporation $MSFT Stock Position Reduced by Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt cut its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
AIA Group Ltd Boosts Stake in Alphabet Inc. $GOOGL
AIA Group Ltd lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 41.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
AIA Group Ltd Makes New $741,000 Investment in Lumentum Holdings Inc. $LITE
AIA Group Ltd acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Allworth Financial LP Purchases 11,017 Shares of Microsoft Corporation $MSFT
Allworth Financial LP grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
AAFMAA Wealth Management & Trust LLC Makes New Investment in iShares Gold Trust $IAU
AAFMAA Wealth Management & Trust LLC bought a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AIA Group Ltd Buys Shares of 9,856 Waste Management, Inc. $WM
AIA Group Ltd bought a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
AIA Group Ltd Takes Position in Quanta Services, Inc. $PWR
AIA Group Ltd bought a new position in Quanta Services, Inc. (NYSE:PWR – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,718 shares of... More of this article »