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Assenagon Asset Management S.A. Grows Stock Holdings in US Foods Holding Corp. $USFD
Assenagon Asset Management S.A. boosted its holdings in US Foods Holding Corp. (NYSE:USFD – Free Report) by 204.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Congress Asset Management Co. Lowers Holdings in Keysight Technologies Inc. $KEYS
Congress Asset Management Co. reduced its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 52.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,322 shares... More of this article »
Diversified Trust Co. Acquires Shares of 10,925 Brown & Brown, Inc. $BRO
Diversified Trust Co. bought a new position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Assenagon Asset Management S.A. Has $15.38 Million Holdings in Marvell Technology, Inc. $MRVL
Assenagon Asset Management S.A. lifted its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 415.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Baker Chad R Invests $1.93 Million in Rocket Companies, Inc. $RKT
Baker Chad R bought a new stake in Rocket Companies, Inc. (NYSE:RKT – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought... More of this article »
Travere Therapeutics, Inc. $TVTX Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. boosted its stake in shares of Travere Therapeutics, Inc. (NASDAQ:TVTX – Free Report) by 347.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Avaii Wealth Management LLC
Avaii Wealth Management LLC reduced its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 96.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Congress Asset Management Co. Sells 3,503 Shares of Onto Innovation Inc. $ONTO
Congress Asset Management Co. trimmed its holdings in shares of Onto Innovation Inc. (NYSE:ONTO – Free Report) by 72.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. $JPM is Community Trust & Investment Co.’s 8th Largest Position
Community Trust & Investment Co. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Contravisory Investment Management Inc. Sells 1,750 Shares of JPMorgan Chase & Co. $JPM
Contravisory Investment Management Inc. lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Congress Asset Management Co. Trims Stake in Church & Dwight Co., Inc. $CHD
Congress Asset Management Co. lowered its position in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 41.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Broadcom Inc. $AVGO Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. trimmed its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 731,350 shares... More of this article »
Diversified Trust Co. Invests $878,000 in Commerce Bancshares, Inc. $CBSH
Diversified Trust Co. bought a new stake in shares of Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Assenagon Asset Management S.A. Sells 145,464 Shares of Old Dominion Freight Line, Inc. $ODFL
Assenagon Asset Management S.A. lowered its holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 57.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Congress Asset Management Co. Sells 638,651 Shares of Cohen & Steers Inc $CNS
Congress Asset Management Co. trimmed its holdings in Cohen & Steers Inc (NYSE:CNS – Free Report) by 99.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Garmin Ltd. $GRMN Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. raised its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 271.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Congress Asset Management Co. Lowers Holdings in JPMorgan Chase & Co. $JPM
Congress Asset Management Co. reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 108,567 shares... More of this article »
Merit Medical Systems, Inc. $MMSI Shares Bought by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lifted its holdings in shares of Merit Medical Systems, Inc. (NASDAQ:MMSI – Free Report) by 972.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Armstrong Advisory Group Inc. Buys 3,667 Shares of NVIDIA Corporation $NVDA
Armstrong Advisory Group Inc. boosted its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 13.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Assenagon Asset Management S.A. Trims Stake in Dutch Bros Inc. $BROS
Assenagon Asset Management S.A. lowered its position in Dutch Bros Inc. (NYSE:BROS – Free Report) by 28.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Meta Platforms, Inc. $META Position Lowered by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Buys Shares of 38,279 VanEck Digital Transformation ETF $DAPP
Dynamic Advisor Solutions LLC purchased a new stake in shares of VanEck Digital Transformation ETF (NASDAQ:DAPP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dynamic Advisor Solutions LLC Makes New Investment in Pimco Rafi Esg U.S. Etf $RAFE
Dynamic Advisor Solutions LLC acquired a new stake in Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 20,995 shares... More of this article »
Dynamic Advisor Solutions LLC Makes New Investment in VanEck Green Bond ETF $GRNB
Dynamic Advisor Solutions LLC acquired a new stake in VanEck Green Bond ETF (NYSEARCA:GRNB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 21,353 shares... More of this article »
8,658 Shares in Vanguard Long-Term Bond ETF $BLV Bought by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC bought a new position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Sells 2,763 Shares of Equinix, Inc. $EQIX
Diversified Trust Co. lessened its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 62.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 1,651 shares of the financial services... More of this article »
Dynamic Advisor Solutions LLC Sells 23,213 Shares of ARK Innovation ETF $ARKK
Dynamic Advisor Solutions LLC trimmed its stake in ARK Innovation ETF (BATS:ARKK – Free Report) by 69.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cadent Capital Advisors LLC Sells 120,521 Shares of Palladyne AI Corp. $PDYN
Cadent Capital Advisors LLC cut its stake in Palladyne AI Corp. (NASDAQ:PDYN – Free Report) by 69.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Diversified Trust Co. Invests $1.13 Million in GoDaddy Inc. $GDDY
Diversified Trust Co. acquired a new stake in shares of GoDaddy Inc. (NYSE:GDDY – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Robinhood Markets, Inc. $HOOD Shares Sold by Diversified Trust Co.
Diversified Trust Co. lessened its holdings in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 54.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
21,351 Shares in Floor & Decor Holdings, Inc. $FND Bought by Diversified Trust Co.
Diversified Trust Co. acquired a new stake in Floor & Decor Holdings, Inc. (NYSE:FND – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Canvas Wealth Advisors LLC Sells 76,767 Shares of Fidelity Enhanced Large Cap Core ETF $FELC
Canvas Wealth Advisors LLC trimmed its holdings in Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC – Free Report) by 90.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 18,205 Shares of Alphabet Inc. $GOOGL
Dynamic Advisor Solutions LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Diversified Trust Co. Trims Position in MercadoLibre, Inc. $MELI
Diversified Trust Co. decreased its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 57.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 500 shares of the... More of this article »
Apple Inc. $AAPL is Cyndeo Wealth Partners LLC’s 3rd Largest Position
Cyndeo Wealth Partners LLC increased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 209,696 shares of the iPhone... More of this article »
Dynamic Advisor Solutions LLC Invests $733,000 in First Trust Structured Credit Income Opportunities ETF $SCIO
Dynamic Advisor Solutions LLC acquired a new stake in First Trust Structured Credit Income Opportunities ETF (NYSEARCA:SCIO – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The... More of this article »
Diversified Trust Co. Makes New Investment in Sprouts Farmers Market, Inc. $SFM
Diversified Trust Co. acquired a new stake in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Invests $1.08 Million in Dimensional International Core Equity Market ETF $DFAI
Diversified Trust Co. bought a new position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Nuveen ESG Small-Cap ETF $NUSC Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lowered its holdings in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 70.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,556 shares... More of this article »
Diversified Trust Co. Buys Shares of 8,190 Southern Copper Corporation $SCCO
Diversified Trust Co. purchased a new position in Southern Copper Corporation (NYSE:SCCO – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Dynamic Advisor Solutions LLC Lowers Position in iShares California Muni Bond ETF $CMF
Dynamic Advisor Solutions LLC cut its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 62.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Diversified Trust Co. Decreases Holdings in Procore Technologies, Inc. $PCOR
Diversified Trust Co. trimmed its position in Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 60.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CAVA Group, Inc. $CAVA Shares Purchased by Diversified Trust Co.
Diversified Trust Co. boosted its holdings in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) by 76.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Apple Inc. $AAPL Shares Purchased by Cahaba Wealth Management Inc.
Cahaba Wealth Management Inc. increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Diversified Trust Co. Decreases Stock Holdings in LXP Industrial Trust $LXP
Diversified Trust Co. trimmed its position in shares of LXP Industrial Trust (NYSE:LXP – Free Report) by 79.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Diversified Trust Co. Has $1.03 Million Stock Holdings in Carlisle Companies Incorporated $CSL
Diversified Trust Co. boosted its stake in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 193.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 28,328 Shares of Capital Group Short Duration Income ETF $CGSD
Dynamic Advisor Solutions LLC decreased its position in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 50.0% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Affinity Capital Advisors LLC Increases Holdings in Alphabet Inc. $GOOGL
Affinity Capital Advisors LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 37.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »