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DAVENPORT & Co LLC Acquires New Holdings in F&G Annuities & Life, Inc. $FG
DAVENPORT & Co LLC bought a new position in shares of F&G Annuities & Life, Inc. (NYSE:FG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Aegis Wealth Management LLC Has $8.39 Million Stock Holdings in Dimensional International Core Equity Market ETF $DFAI
Aegis Wealth Management LLC lowered its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 11.1% during the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Aegis Wealth Management LLC Has $1.32 Million Holdings in Vanguard Value ETF $VTV
Aegis Wealth Management LLC cut its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 65.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Aegis Wealth Management LLC Buys Shares of 15,565 Vanguard 0-3 Month Treasury Bill ETF $VBIL
Aegis Wealth Management LLC purchased a new stake in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
DAVENPORT & Co LLC Purchases New Position in CSW Industrials, Inc. $CSW
DAVENPORT & Co LLC acquired a new position in CSW Industrials, Inc. (NYSE:CSW – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Aegis Wealth Management LLC Sells 53,711 Shares of Schwab US Dividend Equity ETF $SCHD
Aegis Wealth Management LLC lessened its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 78.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
DAVENPORT & Co LLC Has $1.87 Million Position in DexCom, Inc. $DXCM
DAVENPORT & Co LLC lowered its holdings in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 66.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Curated Wealth Partners LLC Acquires 2,068 Shares of Meta Platforms, Inc. $META
Curated Wealth Partners LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 48.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Aegis Wealth Management LLC Trims Holdings in Dimensional U.S. Small Cap ETF $DFAS
Aegis Wealth Management LLC lowered its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Alphabet Inc. $GOOG Stock Position Reduced by Evanson Asset Management LLC
Evanson Asset Management LLC decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 19.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Sells 2,235,079 Shares of HP Inc. $HPQ
DAVENPORT & Co LLC cut its holdings in HP Inc. (NYSE:HPQ – Free Report) by 96.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 76,137... More of this article »
Czech National Bank Invests $4.51 Million in Qnity Electronics, Inc. $Q
Czech National Bank bought a new stake in shares of Qnity Electronics, Inc. (NYSE:Q – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Defender Capital LLC. Acquires New Holdings in Alphabet Inc. $GOOG
Defender Capital LLC. acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Czech National Bank Purchases 23,171 Shares of Amcor PLC $AMCR
Czech National Bank lifted its holdings in Amcor PLC (NYSE:AMCR – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 608,679 shares... More of this article »
CVA Family Office LLC Purchases 970 Shares of Meta Platforms, Inc. $META
CVA Family Office LLC raised its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Russell 2000 Value ETF $IWN Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 23.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cordant Inc. Invests $5.76 Million in Alphabet Inc. $GOOG
Cordant Inc. bought a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 18,346... More of this article »
Czech National Bank Increases Stake in Texas Pacific Land Corporation $TPL
Czech National Bank increased its stake in Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 211.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,273 shares of... More of this article »
Visa Inc. $V Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 23.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
CoreCap Advisors LLC Has $2.13 Million Holdings in ARK Next Generation Internet ETF $ARKW
CoreCap Advisors LLC lowered its stake in shares of ARK Next Generation Internet ETF (BATS:ARKW – Free Report) by 34.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
CoreCap Advisors LLC Has $2.31 Million Stock Holdings in Avantis Short-Term Fixed Income ETF $AVSF
CoreCap Advisors LLC boosted its position in Avantis Short-Term Fixed Income ETF (NYSEARCA:AVSF – Free Report) by 28.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
CoreCap Advisors LLC Acquires 16,309 Shares of Invesco S&P 500 Top 50 ETF $XLG
CoreCap Advisors LLC boosted its stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 97.8% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
CoreCap Advisors LLC Sells 21,355 Shares of iShares U.S. Financials ETF $IYF
CoreCap Advisors LLC cut its stake in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 60.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
CoreCap Advisors LLC Trims Stock Position in Range Nuclear Renaissance Index ETF $NUKZ
CoreCap Advisors LLC lessened its holdings in Range Nuclear Renaissance Index ETF (NYSEARCA:NUKZ – Free Report) by 24.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Cadent Capital Advisors LLC Acquires 1,231 Shares of Eli Lilly and Company $LLY
Cadent Capital Advisors LLC grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 217.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
FT Vest Laddered Nasdaq Buffer ETF $BUFQ Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC cut its stake in FT Vest Laddered Nasdaq Buffer ETF (BATS:BUFQ – Free Report) by 47.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
CoreCap Advisors LLC Increases Stake in iShares MSCI USA Momentum Factor ETF $MTUM
CoreCap Advisors LLC increased its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 89.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
CoreCap Advisors LLC Has $1.77 Million Position in Northrop Grumman Corporation $NOC
CoreCap Advisors LLC boosted its stake in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 43.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CoreCap Advisors LLC Makes New $2.03 Million Investment in VanEck Oil Services ETF $OIH
CoreCap Advisors LLC bought a new stake in shares of VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CoreCap Advisors LLC Has $1.88 Million Holdings in Fortinet, Inc. $FTNT
CoreCap Advisors LLC raised its position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 41.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,677... More of this article »
iShares S&P 500 Value ETF $IVE Shares Bought by DAVENPORT & Co LLC
DAVENPORT & Co LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 32.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
DAVENPORT & Co LLC Reduces Position in HCA Healthcare, Inc. $HCA
DAVENPORT & Co LLC reduced its position in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 46.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
DAVENPORT & Co LLC Trims Stake in Workday, Inc. $WDAY
DAVENPORT & Co LLC lowered its holdings in Workday, Inc. (NASDAQ:WDAY – Free Report) by 45.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Invests $2.08 Million in Dimensional US Core Equity Market ETF $DFAU
DAVENPORT & Co LLC bought a new position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Zoetis Inc. $ZTS Position Lessened by DAVENPORT & Co LLC
DAVENPORT & Co LLC decreased its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 51.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
DAVENPORT & Co LLC Sells 1,857 Shares of IDEXX Laboratories, Inc. $IDXX
DAVENPORT & Co LLC decreased its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 35.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Universal Display Corporation $OLED Shares Bought by DAVENPORT & Co LLC
DAVENPORT & Co LLC lifted its holdings in Universal Display Corporation (NASDAQ:OLED – Free Report) by 58.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
DAVENPORT & Co LLC Has $2.43 Million Stock Position in State Street Corporation $STT
DAVENPORT & Co LLC raised its holdings in shares of State Street Corporation (NYSE:STT – Free Report) by 134.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Lowers Stock Holdings in Charter Communications, Inc. $CHTR
DAVENPORT & Co LLC cut its position in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 93.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Cuts Holdings in Leidos Holdings, Inc. $LDOS
DAVENPORT & Co LLC decreased its holdings in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 27.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Bought by AMI Investment Management Inc.
AMI Investment Management Inc. lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 8.2% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
DAVENPORT & Co LLC Sells 60,992 Shares of Copart, Inc. $CPRT
DAVENPORT & Co LLC reduced its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 48.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Vanguard Core Bond ETF $VCRB is AMI Investment Management Inc.’s 4th Largest Position
AMI Investment Management Inc. decreased its position in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Assenagon Asset Management S.A. Takes $7.82 Million Position in Triple Flag Precious Metals Corp. $TFPM
Assenagon Asset Management S.A. purchased a new stake in Triple Flag Precious Metals Corp. (NYSE:TFPM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
ARP Global Capital Ltd Makes New Investment in JPMorgan Chase & Co. $JPM
ARP Global Capital Ltd bought a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 18,831 shares of the financial services... More of this article »
Asempa Wealth Advisors Makes New $1.35 Million Investment in Apple Inc. $AAPL
Asempa Wealth Advisors bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Jefferies Financial Group Inc. $JEF Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. decreased its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Vanguard Intermediate-Term Treasury ETF $VGIT is AMI Investment Management Inc.’s 5th Largest Position
AMI Investment Management Inc. grew its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 34.7% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »