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Charles Schwab Trust Co Boosts Stock Position in Microsoft Corporation $MSFT
Charles Schwab Trust Co raised its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
E. Ohman J or Asset Management AB Lowers Position in Alphabet Inc. $GOOGL
E. Ohman J or Asset Management AB lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 15.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Amazon.com, Inc. $AMZN is Congress Asset Management Co.’s 8th Largest Position
Congress Asset Management Co. lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Reduces Stake in Microsoft Corporation $MSFT
Dynamic Advisor Solutions LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Constitution Capital LLC Boosts Stock Holdings in Amazon.com, Inc. $AMZN
Constitution Capital LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 39.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Sells 10,927 Shares of Entergy Corporation $ETR
Diversified Trust Co. decreased its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 68.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Clear Trail Advisors LLC Takes Position in Amazon.com, Inc. $AMZN
Clear Trail Advisors LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,188 shares of the e-commerce giant’s... More of this article »
Diversified Trust Co. Lowers Stock Position in Ventas, Inc. $VTR
Diversified Trust Co. decreased its holdings in shares of Ventas, Inc. (NYSE:VTR – Free Report) by 88.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
E. Ohman J or Asset Management AB Has $227.85 Million Stock Position in Amazon.com, Inc. $AMZN
E. Ohman J or Asset Management AB reduced its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 8.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
BFI Infinity Ltd. Takes $10.35 Million Position in Sprott Critical Materials ETF $SETM
BFI Infinity Ltd. purchased a new position in shares of Sprott Critical Materials ETF (NASDAQ:SETM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cypress Financial Planning LLC Sells 68,140 Shares of Vanguard Real Estate ETF $VNQ
Cypress Financial Planning LLC lessened its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 26.3% in the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Braun Bostich & Associates Inc. Has $9.01 Million Position in iShares 20+ Year Treasury Bond ETF $TLT
Braun Bostich & Associates Inc. reduced its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
BFI Infinity Ltd. Takes $3.06 Million Position in McKesson Corporation $MCK
BFI Infinity Ltd. bought a new position in McKesson Corporation (NYSE:MCK – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 3,725 shares of the company’s stock,... More of this article »
Beech Hill Advisors Inc. Cuts Stock Position in Micron Technology, Inc. $MU
Beech Hill Advisors Inc. lessened its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 18.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cypress Financial Planning LLC Has $13.73 Million Position in VanEck Fallen Angel High Yield Bond ETF $ANGL
Cypress Financial Planning LLC boosted its holdings in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Beech Hill Advisors Inc. Has $1.95 Million Stock Position in Albemarle Corporation $ALB
Beech Hill Advisors Inc. lowered its stake in shares of Albemarle Corporation (NYSE:ALB – Free Report) by 18.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
iShares Core Dividend Growth ETF $DGRO Stake Raised by Cypress Financial Planning LLC
Cypress Financial Planning LLC raised its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 25.2% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard Intermediate-Term Corporate Bond ETF $VCIT Holdings Boosted by Cypress Financial Planning LLC
Cypress Financial Planning LLC boosted its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Braun Bostich & Associates Inc. Has $5.19 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL
Braun Bostich & Associates Inc. decreased its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 30.9% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Braun Bostich & Associates Inc. Has $5.09 Million Stock Holdings in iShares MSCI EAFE Value ETF $EFV
Braun Bostich & Associates Inc. lessened its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bell Bank Has $468,000 Stake in JPMorgan Ultra-Short Income ETF $JPST
Bell Bank decreased its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 51.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 9,259... More of this article »
Bell Bank Has $89.82 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
Bell Bank raised its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Exchange Traded Concepts LLC Sells 261,651 Shares of Antero Midstream Corporation $AM
Exchange Traded Concepts LLC reduced its stake in Antero Midstream Corporation (NYSE:AM – Free Report) by 24.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Exchange Traded Concepts LLC Cuts Stock Holdings in FedEx Corporation $FDX
Exchange Traded Concepts LLC lowered its position in FedEx Corporation (NYSE:FDX – Free Report) by 16.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bell Bank Has $6.46 Million Stock Holdings in Conagra Brands $CAG
Bell Bank decreased its stake in Conagra Brands (NYSE:CAG – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 373,277... More of this article »
Bell Bank Buys New Position in Hershey Company (The) $HSY
Bell Bank bought a new stake in Hershey Company (The) (NYSE:HSY – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 10,299... More of this article »
Schwab U.S. Large-Cap Value ETF $SCHV Position Lifted by Cornerstone Wealth Advisors Inc.
Cornerstone Wealth Advisors Inc. raised its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Invesco QQQ $QQQ Shares Acquired by Chris Bulman Inc
Chris Bulman Inc increased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 11.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Schwab International Equity ETF $SCHF Stock Position Raised by Cornerstone Wealth Advisors Inc.
Cornerstone Wealth Advisors Inc. boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Bell Bank Purchases 22,343 Shares of Vanguard Growth ETF $VUG
Bell Bank lifted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Bell Bank
Bell Bank raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 616,369... More of this article »
Exchange Traded Concepts LLC Grows Stock Position in Ambev S.A. $ABEV
Exchange Traded Concepts LLC lifted its position in shares of Ambev S.A. (NYSE:ABEV – Free Report) by 41.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bell Bank Purchases 19,033 Shares of SPDR Portfolio Developed World ex-US ETF $SPDW
Bell Bank lifted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 62.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Cornerstone Wealth Advisors Inc.
Cornerstone Wealth Advisors Inc. grew its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 16.3% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Bell Bank Lowers Stock Holdings in Rio Tinto PLC $RIO
Bell Bank cut its position in Rio Tinto PLC (NYSE:RIO – Free Report) by 6.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Exchange Traded Concepts LLC Buys 7,937 Shares of MasTec, Inc. $MTZ
Exchange Traded Concepts LLC grew its stake in MasTec, Inc. (NYSE:MTZ – Free Report) by 14.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Stake Lifted by Bell Bank
Bell Bank grew its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 102.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Exchange Traded Concepts LLC Has $13.85 Million Stake in Cipher Mining Inc. $CIFR
Exchange Traded Concepts LLC lessened its holdings in shares of Cipher Mining Inc. (NASDAQ:CIFR – Free Report) by 31.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 938,599 shares... More of this article »
Exchange Traded Concepts LLC Buys 256,908 Shares of Stratasys, Ltd. $SSYS
Exchange Traded Concepts LLC raised its stake in Stratasys, Ltd. (NASDAQ:SSYS – Free Report) by 18.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
iShares Core MSCI EAFE ETF $IEFA Holdings Increased by Bell Bank
Bell Bank lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Bell Bank Trims Stock Holdings in Seagate Technology Holdings PLC $STX
Bell Bank lowered its stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 12.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Exchange Traded Concepts LLC Buys 38,611 Shares of Microchip Technology Incorporated $MCHP
Exchange Traded Concepts LLC raised its stake in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 20.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Invesco QQQ $QQQ is Camelot Technology Advisors Inc.’s 5th Largest Position
Camelot Technology Advisors Inc. increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Bell Bank Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Bell Bank raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Bell Bank Increases Holdings in Janus Henderson AAA CLO ETF $JAAA
Bell Bank raised its holdings in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 167.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
SPDR Bloomberg 3-12 Month T-Bill ETF $BILS Shares Purchased by Bell Bank
Bell Bank grew its stake in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Sells 7,887 Shares of Simon Property Group, Inc. $SPG
Exchange Traded Concepts LLC cut its holdings in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 9.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cornerstone Wealth Advisors Inc. Has $53.12 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG
Cornerstone Wealth Advisors Inc. lessened its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »