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Dakota Wealth Management Increases Position in Lam Research Corporation $LRCX
Dakota Wealth Management lifted its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 195.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Dakota Wealth Management Increases Position in Vanguard Growth ETF $VUG
Dakota Wealth Management grew its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 17.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Dakota Wealth Management Purchases 60,248 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Dakota Wealth Management grew its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 686.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Dakota Wealth Management Acquires 6,915 Shares of Lowe’s Companies, Inc. $LOW
Dakota Wealth Management grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 83.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Dakota Wealth Management Invests $4.40 Million in First Trust Capital Strength ETF $FTCS
Dakota Wealth Management purchased a new stake in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 47,526 shares of... More of this article »
Dakota Wealth Management Sells 2,057 Shares of Costco Wholesale Corporation $COST
Dakota Wealth Management reduced its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dakota Wealth Management Lowers Holdings in American Electric Power Company, Inc. $AEP
Dakota Wealth Management decreased its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 13.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Amphenol Corporation $APH Shares Bought by Dakota Wealth Management
Dakota Wealth Management lifted its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 33.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Dakota Wealth Management Grows Holdings in Schwab Short-Term U.S. Treasury ETF $SCHO
Dakota Wealth Management lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 44.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dakota Wealth Management Lowers Holdings in Arthur J. Gallagher & Co. $AJG
Dakota Wealth Management decreased its position in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 51.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Dakota Wealth Management Buys Shares of 317,164 First Trust Preferred Securities and Income ETF $FPE
Dakota Wealth Management bought a new stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Dakota Wealth Management Acquires 132,367 Shares of Schwab US Broad Market ETF $SCHB
Dakota Wealth Management lifted its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 710.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 151,000... More of this article »
Dakota Wealth Management Cuts Stock Position in Philip Morris International Inc. $PM
Dakota Wealth Management cut its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 25.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 20,721 shares... More of this article »
Dakota Wealth Management Has $14.59 Million Stock Position in Oracle Corporation $ORCL
Dakota Wealth Management lowered its position in Oracle Corporation (NYSE:ORCL – Free Report) by 27.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Dakota Wealth Management Grows Position in Expedia Group, Inc. $EXPE
Dakota Wealth Management grew its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 37.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Dakota Wealth Management Raises Holdings in Schwab U.S. Mid-Cap ETF $SCHM
Dakota Wealth Management increased its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 133.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Dakota Wealth Management Acquires 4,539 Shares of Ulta Beauty Inc. $ULTA
Dakota Wealth Management raised its stake in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 198.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Dakota Wealth Management Has $4.74 Million Stock Position in Cameco Corporation $CCJ
Dakota Wealth Management increased its position in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 55.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
90,596 Shares in VanEck CLO ETF $CLOI Bought by Dakota Wealth Management
Dakota Wealth Management acquired a new position in VanEck CLO ETF (NYSEARCA:CLOI – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired 90,596 shares of... More of this article »
Dakota Wealth Management Has $3.86 Million Stock Position in Marathon Petroleum Corporation $MPC
Dakota Wealth Management lifted its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 23.5% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
CoreCap Advisors LLC Purchases 7,347 Shares of Vistra Corp. $VST
CoreCap Advisors LLC lifted its position in shares of Vistra Corp. (NYSE:VST – Free Report) by 105.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cadence Design Systems, Inc. $CDNS Stock Holdings Increased by CoreCap Advisors LLC
CoreCap Advisors LLC raised its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 476.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CoreCap Advisors LLC Has $2.48 Million Stake in VanEck Gold Miners ETF $GDX
CoreCap Advisors LLC reduced its holdings in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 28.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
CoreCap Advisors LLC Sells 12,495 Shares of Global X Artificial Intelligence & Technology ETF $AIQ
CoreCap Advisors LLC lowered its position in Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ – Free Report) by 20.7% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
CoreCap Advisors LLC Raises Stock Position in iShares U.S. Thematic Rotation Active ETF $THRO
CoreCap Advisors LLC grew its holdings in iShares U.S. Thematic Rotation Active ETF (NYSEARCA:THRO – Free Report) by 39.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
CoreCap Advisors LLC Increases Position in Avantis U.S. Small Cap Value ETF $AVUV
CoreCap Advisors LLC increased its stake in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 28.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
CoreCap Advisors LLC Grows Stake in iShares A.I. Innovation and Tech Active ETF $BAI
CoreCap Advisors LLC grew its position in iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI – Free Report) by 50.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fort Washington Investment Advisors Inc. OH Buys 87,311 Shares of iShares Broad USD High Yield Corporate Bond ETF $USHY
Fort Washington Investment Advisors Inc. OH grew its stake in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 43.9% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
CoreCap Advisors LLC Cuts Stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
CoreCap Advisors LLC cut its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 28.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Fort Washington Investment Advisors Inc. OH Acquires 6,461 Shares of Vanguard Russell 1000 Growth ETF $VONG
Fort Washington Investment Advisors Inc. OH grew its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 5.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Fort Washington Investment Advisors Inc. OH Boosts Stake in Zurn Elkay Water Solutions Cor $ZWS
Fort Washington Investment Advisors Inc. OH increased its stake in Zurn Elkay Water Solutions Cor (NYSE:ZWS – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
686,760 Shares in Zeta Global Holdings Corp. $ZETA Bought by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH acquired a new stake in shares of Zeta Global Holdings Corp. (NYSE:ZETA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
CoreCap Advisors LLC Purchases 10,081 Shares of Avantis U.S. Small Cap Equity ETF $AVSC
CoreCap Advisors LLC lifted its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 27.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Fort Washington Investment Advisors Inc. OH Sells 92,403 Shares of Energy Transfer LP $ET
Fort Washington Investment Advisors Inc. OH decreased its position in Energy Transfer LP (NYSE:ET – Free Report) by 21.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Advanced Energy Industries, Inc. $AEIS Holdings Cut by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH cut its stake in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) by 15.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Steven Madden, Ltd. $SHOO Shares Sold by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH cut its holdings in Steven Madden, Ltd. (NASDAQ:SHOO – Free Report) by 17.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 446,053 shares... More of this article »
Diversified Trust Co. Makes New Investment in Energy Transfer LP $ET
Diversified Trust Co. purchased a new position in Energy Transfer LP (NYSE:ET – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Enterprise Products Partners L.P. $EPD Shares Sold by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH trimmed its holdings in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 10.1% in the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Fort Washington Investment Advisors Inc. OH Sells 8,676 Shares of Targa Resources, Inc. $TRGP
Fort Washington Investment Advisors Inc. OH lowered its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 25.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Fort Washington Investment Advisors Inc. OH Cuts Stake in Cheniere Energy, Inc. $LNG
Fort Washington Investment Advisors Inc. OH decreased its stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 22.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CoreCap Advisors LLC Has $2.77 Million Stock Holdings in Abbott Laboratories $ABT
CoreCap Advisors LLC lowered its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 27.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
13,618 Shares in Vanguard Short-Term Treasury ETF $VGSH Acquired by Diversified Trust Co.
Diversified Trust Co. bought a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Fort Washington Investment Advisors Inc. OH Has $4.33 Million Stake in ServiceNow, Inc. $NOW
Fort Washington Investment Advisors Inc. OH boosted its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 400.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Diversified Trust Co. Makes New Investment in Teradyne, Inc. $TER
Diversified Trust Co. bought a new stake in shares of Teradyne, Inc. (NASDAQ:TER – 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 »
BioMarin Pharmaceutical Inc. $BMRN Stake Boosted by Diversified Trust Co.
Diversified Trust Co. boosted its holdings in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Free Report) by 184.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
DT Midstream, Inc. $DTM Shares Purchased by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of DT Midstream, Inc. (NYSE:DTM – Free Report) by 17.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Has $40.09 Million Position in Amazon.com, Inc. $AMZN
Dynamic Advisor Solutions LLC decreased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 11.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
CoreCap Advisors LLC Purchases 13,998 Shares of Avantis Emerging Markets Equity ETF $AVEM
CoreCap Advisors LLC grew its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 38.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »