Home » SEC Filing Articles
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Purchased by Cornerstone Wealth Advisors Inc.
Cornerstone Wealth Advisors Inc. grew its stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Bell Bank Has $12.09 Million Stake in AbbVie Inc. $ABBV
Bell Bank lowered its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 12.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Exchange Traded Concepts LLC Raises Stock Holdings in Marathon Digital Holdings, Inc. $MARA
Exchange Traded Concepts LLC lifted its holdings in Marathon Digital Holdings, Inc. (NASDAQ:MARA – Free Report) by 47.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Bell Bank Reduces Stock Holdings in Vanguard High Dividend Yield ETF $VYM
Bell Bank lowered its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 85.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Elevance Health, Inc. $ELV Holdings Lifted by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC raised its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 58.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Capital Investment Advisors LLC Grows Holdings in Vanguard Intermediate-Term Bond ETF $BIV
Capital Investment Advisors LLC raised its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 337.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Assenagon Asset Management S.A. Acquires Shares of 138,239 CNO Financial Group, Inc. $CNO
Assenagon Asset Management S.A. bought a new position in shares of CNO Financial Group, Inc. (NYSE:CNO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Has $18.13 Million Stake in SPDR Bloomberg High Yield Bond ETF $JNK
Exchange Traded Concepts LLC lifted its holdings in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 5.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
MYR Group, Inc. $MYRG Stake Cut by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. cut its holdings in shares of MYR Group, Inc. (NASDAQ:MYRG – Free Report) by 82.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
3,001 Shares in iShares Russell 1000 Value ETF $IWD Bought by Baron Wealth Management LLC
Baron Wealth Management LLC purchased a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Auctus Advisors LLC Makes New Investment in Colgate-Palmolive Company $CL
Auctus Advisors LLC bought a new stake in Colgate-Palmolive Company (NYSE:CL – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,000 shares... More of this article »
12,722 Shares in Vanguard Total Bond Market ETF $BND Bought by Baron Wealth Management LLC
Baron Wealth Management LLC bought a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 12,722 shares of the company’s... More of this article »
eBay Inc. $EBAY Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. cut its stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 89.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Truist Financial Corporation $TFC Shares Bought by Capital Investment Advisors LLC
Capital Investment Advisors LLC boosted its holdings in Truist Financial Corporation (NYSE:TFC – Free Report) by 35.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Atlas Brown Inc. Has $24.77 Million Stock Holdings in NVIDIA Corporation $NVDA
Atlas Brown Inc. lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 9.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Exchange Traded Concepts LLC Buys 42,470 Shares of Samsara Inc. $IOT
Exchange Traded Concepts LLC increased its stake in shares of Samsara Inc. (NYSE:IOT – Free Report) by 8.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Tesla, Inc. $TSLA is Exchange Traded Concepts LLC’s 6th Largest Position
Exchange Traded Concepts LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 53.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 616,269 shares of the electric vehicle... More of this article »Exchange Traded Concepts LLC Reduces Stake in Walmart Inc. $WMT
Exchange Traded Concepts LLC cut its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 6.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 202,706 shares of the... More of this article »
Exchange Traded Concepts LLC Reduces Stock Holdings in Procter & Gamble Company (The) $PG
Exchange Traded Concepts LLC reduced its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 8.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Roundhill GOOGL WeeklyPay ETF $GOOW Shares Acquired by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC increased its stake in Roundhill GOOGL WeeklyPay ETF (BATS:GOOW – Free Report) by 96.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Assenagon Asset Management S.A. Purchases 24,990 Shares of Enbridge Inc $ENB
Assenagon Asset Management S.A. lifted its position in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 33.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Capital Investment Advisors LLC Buys 9,600 Shares of VanEck Uranium and Nuclear ETF $NLR
Capital Investment Advisors LLC boosted its stake in VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 27.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Baron Wealth Management LLC Sells 21,832 Shares of iShares Core S&P Small-Cap ETF $IJR
Baron Wealth Management LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Roundhill AAPL WeeklyPay ETF $AAPW Shares Acquired by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC increased its position in shares of Roundhill AAPL WeeklyPay ETF (BATS:AAPW – Free Report) by 107.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Capital Investment Advisors LLC Has $3.39 Million Holdings in Automatic Data Processing, Inc. $ADP
Capital Investment Advisors LLC boosted its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 46.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Exchange Traded Concepts LLC Has $18.50 Million Stock Position in IPG Photonics Corporation $IPGP
Exchange Traded Concepts LLC raised its holdings in IPG Photonics Corporation (NASDAQ:IPGP – Free Report) by 20.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Dakota Wealth Management Invests $1.36 Million in Alerian MLP ETF $AMLP
Dakota Wealth Management bought a new stake in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
McDonald’s Corporation $MCD Position Trimmed by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC decreased its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 10.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Exchange Traded Concepts LLC Sells 15,190 Shares of General Motors Company $GM
Exchange Traded Concepts LLC reduced its holdings in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 6.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Capital Investment Advisors LLC Purchases 50,674 Shares of Energy Transfer LP $ET
Capital Investment Advisors LLC boosted its holdings in shares of Energy Transfer LP (NYSE:ET – Free Report) by 15.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 386,101 shares... More of this article »
Capital Investment Advisors LLC Purchases 33,733 Shares of Netflix, Inc. $NFLX
Capital Investment Advisors LLC boosted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 907.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Capital Investment Advisors LLC Lowers Stock Position in EOG Resources, Inc. $EOG
Capital Investment Advisors LLC trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 18.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Capital Investment Advisors LLC Boosts Stock Position in Vanguard Long-Term Bond ETF $BLV
Capital Investment Advisors LLC lifted its holdings in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 239.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Capital Investment Advisors LLC Lowers Holdings in PGIM High Yield Bond Fund, Inc. $ISD
Capital Investment Advisors LLC lowered its holdings in PGIM High Yield Bond Fund, Inc. (NYSE:ISD – Free Report) by 19.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Capital Investment Advisors LLC Sells 2,368 Shares of Vanguard Total Stock Market ETF $VTI
Capital Investment Advisors LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 11.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Uber Technologies, Inc. $UBER Holdings Lifted by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 425.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Acquires 145,349 Shares of Cognex Corporation $CGNX
Exchange Traded Concepts LLC raised its holdings in Cognex Corporation (NASDAQ:CGNX – Free Report) by 36.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »Elevatus Welath Management Has $5.64 Million Stock Position in Walmart Inc. $WMT
Elevatus Welath Management grew its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 12.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 50,592 shares... More of this article »
Exchange Traded Concepts LLC Increases Stock Position in JBT Marel Corporation $JBTM
Exchange Traded Concepts LLC lifted its position in shares of JBT Marel Corporation (NYSE:JBTM – Free Report) by 17.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Capital Investment Advisors LLC Raises Stock Holdings in SPDR MSCI ACWI ex-US ETF $CWI
Capital Investment Advisors LLC grew its position in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 13.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN Shares Purchased by Capital Investment Advisors LLC
Capital Investment Advisors LLC grew its position in shares of SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 36.8% during the fourth quarter, according to the company in its most recent 13F... More of this article »
Exchange Traded Concepts LLC Raises Stock Holdings in TCW Flexible Income ETF $FLXR
Exchange Traded Concepts LLC boosted its position in TCW Flexible Income ETF (NYSEARCA:FLXR – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Capital Investment Advisors LLC Has $2.17 Million Position in Capital Group International Core Equity ETF $CGIC
Capital Investment Advisors LLC lifted its holdings in Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) by 87.5% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Exchange Traded Concepts LLC Has $26.46 Million Stock Holdings in Costco Wholesale Corporation $COST
Exchange Traded Concepts LLC grew its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 30.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Manhattan Associates, Inc. $MANH Shares Bought by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC raised its holdings in Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) by 40.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 99,195... More of this article »
Exchange Traded Concepts LLC Sells 27,907 Shares of Cisco Systems, Inc. $CSCO
Exchange Traded Concepts LLC trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Exchange Traded Concepts LLC Sells 642,689 Shares of IREN Limited $IREN
Exchange Traded Concepts LLC trimmed its holdings in shares of IREN Limited (NASDAQ:IREN – Free Report) by 57.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Exchange Traded Concepts LLC Boosts Stake in T-Mobile US, Inc. $TMUS
Exchange Traded Concepts LLC grew its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 136.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
