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Cadent Capital Advisors LLC Sells 5,114 Shares of Raymond James Financial, Inc. $RJF
Cadent Capital Advisors LLC lessened its holdings in Raymond James Financial, Inc. (NYSE:RJF – Free Report) by 68.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Diversified Trust Co. Has $1.13 Million Stake in Ciena Corporation $CIEN
Diversified Trust Co. lifted its stake in Ciena Corporation (NYSE:CIEN – Free Report) by 64.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Dynamic Advisor Solutions LLC Invests $869,000 in Invesco ESG NASDAQ 100 ETF $QQMG
Dynamic Advisor Solutions LLC purchased a new position in Invesco ESG NASDAQ 100 ETF (NASDAQ:QQMG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Makes New Investment in First Trust Water ETF $FIW
Dynamic Advisor Solutions LLC purchased a new stake in shares of First Trust Water ETF (NYSEARCA:FIW – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Fulton Bank N.A. Has $32.86 Million Stock Position in Alphabet Inc. $GOOGL
Fulton Bank N.A. lowered its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Dynamic Advisor Solutions LLC Makes New $660,000 Investment in Dimensional Global ex US Core Fixed Income ETF $DFGX
Dynamic Advisor Solutions LLC bought a new stake in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
4,282 Shares in iShares Global 100 ETF $IOO Bought by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC acquired a new position in iShares Global 100 ETF (NYSEARCA:IOO – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Fulton Bank N.A. Sells 11,652 Shares of Amazon.com, Inc. $AMZN
Fulton Bank N.A. lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 7.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
Albert D Mason Inc. Takes Position in Getty Realty Corporation $GTY
Albert D Mason Inc. purchased a new position in shares of Getty Realty Corporation (NYSE:GTY – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Diversified Trust Co. Has $902,000 Holdings in Verizon Communications Inc. $VZ
Diversified Trust Co. decreased its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 80.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Diversified Trust Co. Reduces Stake in Ecolab Inc. $ECL
Diversified Trust Co. lessened its position in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 53.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,938 shares... More of this article »
Dynamic Advisor Solutions LLC Takes $609,000 Position in HSBC Holdings plc $HSBC
Dynamic Advisor Solutions LLC purchased a new position in shares of HSBC Holdings plc (NYSE:HSBC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Buys Shares of 9,416 Avantis Responsible International Equity ETF $AVSD
Dynamic Advisor Solutions LLC bought a new position in Avantis Responsible International Equity ETF (NYSEARCA:AVSD – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought... More of this article »
Apple Inc. $AAPL is Cooper Financial Group’s 4th Largest Position
Cooper Financial Group lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 154,099... More of this article »
Dynamic Advisor Solutions LLC Trims Position in FedEx Corporation $FDX
Dynamic Advisor Solutions LLC decreased its holdings in shares of FedEx Corporation (NYSE:FDX – Free Report) by 55.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Has $1.20 Million Position in Weatherford International PLC $WFRD
Diversified Trust Co. increased its stake in Weatherford International PLC (NASDAQ:WFRD – Free Report) by 105.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Capital Asset Advisory Services LLC Trims Stock Holdings in Alphabet Inc. $GOOG
Capital Asset Advisory Services LLC decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Balanced Wealth Group LLC Increases Position in SPDR S&P 400 Mid Cap Growth ETF $MDYG
Balanced Wealth Group LLC increased its holdings in shares of SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG – Free Report) by 3.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Cadent Capital Advisors LLC Purchases Shares of 2,585 Elbit Systems Ltd. $ESLT
Cadent Capital Advisors LLC acquired a new position in shares of Elbit Systems Ltd. (NASDAQ:ESLT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Buttonwood Financial Group LLC Takes $1.79 Million Position in iShares Global Industrials ETF $EXI
Buttonwood Financial Group LLC purchased a new position in iShares Global Industrials ETF (NYSEARCA:EXI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
SPDR Portfolio S&P 500 Value ETF $SPYV is Balanced Wealth Group LLC’s Largest Position
Balanced Wealth Group LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Buttonwood Financial Group LLC Trims Stake in iShares MSCI USA Quality Factor ETF $QUAL
Buttonwood Financial Group LLC lowered its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 21.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Baker Chad R Sells 8,990 Shares of Vertex Pharmaceuticals Incorporated $VRTX
Baker Chad R reduced its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 92.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
AllianceBernstein National Municipal Income Fund, Inc. $AFB Shares Sold by Balanced Wealth Group LLC
Balanced Wealth Group LLC reduced its stake in shares of AllianceBernstein National Municipal Income Fund, Inc. (NYSE:AFB – Free Report) by 87.5% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Butensky & Cohen Financial Security Inc. Acquires 4,903 Shares of Hershey Company (The) $HSY
Butensky & Cohen Financial Security Inc. grew its stake in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 25.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
The Home Depot, Inc. $HD Shares Acquired by Balefire LLC
Balefire LLC lifted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 46.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,108... More of this article »
Butensky & Cohen Financial Security Inc. Has $1.49 Million Stock Position in Target Corporation $TGT
Butensky & Cohen Financial Security Inc. lowered its position in Target Corporation (NYSE:TGT – Free Report) by 40.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Buttonwood Financial Group LLC Sells 3,866 Shares of Vanguard Mega Cap ETF $MGC
Buttonwood Financial Group LLC reduced its holdings in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 19.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Buttonwood Financial Group LLC Has $11.09 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
Buttonwood Financial Group LLC grew its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 83.7% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Balanced Wealth Group LLC Takes Position in Schwab Fundamental Emerging Markets Equity ETF $FNDE
Balanced Wealth Group LLC purchased a new stake in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
BostonPremier Wealth LLC Acquires 4,538 Shares of Vanguard Total Stock Market ETF $VTI
BostonPremier Wealth LLC increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
SPDR Portfolio Long Term Treasury ETF $SPTL Holdings Trimmed by Buttonwood Financial Group LLC
Buttonwood Financial Group LLC trimmed its position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 14.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Buttonwood Financial Group LLC Sells 11,590 Shares of SPDR Portfolio S&P 500 Growth ETF $SPYG
Buttonwood Financial Group LLC decreased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 16.6% during the 4th quarter, according to the company in its most recent filing with... More of this article »
Cadent Capital Advisors LLC Has $2.12 Million Holdings in SPDR S&P Metals & Mining ETF $XME
Cadent Capital Advisors LLC boosted its holdings in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 122.5% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Cadent Capital Advisors LLC Acquires New Shares in SPX Technologies, Inc. $SPXC
Cadent Capital Advisors LLC bought a new position in SPX Technologies, Inc. (NYSE:SPXC – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Cadent Capital Advisors LLC Acquires Shares of 13,556 Lemonade, Inc. $LMND
Cadent Capital Advisors LLC bought a new position in Lemonade, Inc. (NYSE:LMND – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 13,556 shares... More of this article »
Butensky & Cohen Financial Security Inc. Sells 22,846 Shares of Comcast Corporation $CMCSA
Butensky & Cohen Financial Security Inc. lowered its position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 21.3% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Cadent Capital Advisors LLC Acquires Shares of 15,973 Janus Henderson B-BBB CLO ETF $JBBB
Cadent Capital Advisors LLC acquired a new position in shares of Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 15,973 shares... More of this article »
Cadent Capital Advisors LLC Takes Position in Willdan Group, Inc. $WLDN
Cadent Capital Advisors LLC acquired a new position in Willdan Group, Inc. (NASDAQ:WLDN – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
RTX Corporation $RTX Shares Sold by Butensky & Cohen Financial Security Inc.
Butensky & Cohen Financial Security Inc. lessened its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Cadent Capital Advisors LLC Trims Position in iShares U.S. Technology ETF $IYW
Cadent Capital Advisors LLC cut its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 7.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Cadent Capital Advisors LLC Makes New Investment in QuickLogic Corporation $QUIK
Cadent Capital Advisors LLC acquired a new stake in shares of QuickLogic Corporation (NASDAQ:QUIK – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Barrick Mining Corporation $B is Butensky & Cohen Financial Security Inc.’s 6th Largest Position
Butensky & Cohen Financial Security Inc. lessened its stake in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 7.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
712,304 Shares in Principal Active High Yield ETF $YLD Bought by Balanced Wealth Group LLC
Balanced Wealth Group LLC bought a new position in Principal Active High Yield ETF (NYSEARCA:YLD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares Semiconductor ETF $SOXX Stock Holdings Lifted by Cadent Capital Advisors LLC
Cadent Capital Advisors LLC boosted its stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 86.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Butensky & Cohen Financial Security Inc. Boosts Stock Position in Invesco BulletShares 2035 Corporate Bond ETF $BSCZ
Butensky & Cohen Financial Security Inc. boosted its stake in shares of Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ:BSCZ – Free Report) by 277.2% in the fourth quarter, according to its most recent 13F filing with... More of this article »
Buttonwood Financial Group LLC Sells 7,913 Shares of iShares MBS ETF $MBB
Buttonwood Financial Group LLC lowered its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 28.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cadent Capital Advisors LLC Has $12.02 Million Stock Holdings in Janus Henderson AAA CLO ETF $JAAA
Cadent Capital Advisors LLC boosted its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 350.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »