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Albert D Mason Inc. Sells 3,599 Shares of Cummins Inc. $CMI
Albert D Mason Inc. lowered its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 49.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,687 shares of the company’s... More of this article »
Gartner, Inc. $IT Position Lessened by Allworth Financial LP
Allworth Financial LP lowered its position in Gartner, Inc. (NYSE:IT – Free Report) by 79.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Allworth Financial LP Sells 34,269 Shares of Phillips Edison & Company, Inc. $PECO
Allworth Financial LP cut its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 82.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Adamsbrown Wealth Consultants LLC Sells 5,981 Shares of Invesco S&P MidCap Quality ETF $XMHQ
Adamsbrown Wealth Consultants LLC trimmed its position in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 10.5% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Schwab US Dividend Equity ETF $SCHD Stock Position Lowered by Adamsbrown Wealth Consultants LLC
Adamsbrown Wealth Consultants LLC trimmed its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Albert D Mason Inc. Has $631,000 Stake in Graco Inc. $GGG
Albert D Mason Inc. cut its position in shares of Graco Inc. (NYSE:GGG – Free Report) by 69.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Argentarii LLC Buys Shares of 2,792 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Argentarii LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Argentarii LLC Grows Holdings in iShares Core S&P Mid-Cap ETF $IJH
Argentarii LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 34.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Argentarii LLC Purchases Shares of 17,000 Vanguard Extended Duration Treasury ETF $EDV
Argentarii LLC purchased a new position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – 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 »
Argentarii LLC Takes Position in Vanguard Energy ETF $VDE
Argentarii LLC bought a new position in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,985 shares... More of this article »
Argentarii LLC Buys New Position in iShares Russell Mid-Cap ETF $IWR
Argentarii LLC acquired a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Argentarii LLC Takes $597,000 Position in Blue Owl Capital Corporation $OBDC
Argentarii LLC purchased a new stake in shares of Blue Owl Capital Corporation (NYSE:OBDC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Argentarii LLC Purchases Shares of 14,264 iShares Bitcoin Trust ETF $IBIT
Argentarii LLC bought a new position in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Argentarii LLC Acquires Shares of 8,149 iShares Core MSCI EAFE ETF $IEFA
Argentarii LLC acquired a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
3,657 Shares in Morgan Stanley $MS Bought by Argentarii LLC
Argentarii LLC purchased a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Allworth Financial LP Sells 9,596 Shares of Old Dominion Freight Line, Inc. $ODFL
Allworth Financial LP cut its stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 84.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,825 shares... More of this article »
Agate Pass Investment Management LLC Acquires 3,418 Shares of Amazon.com, Inc. $AMZN
Agate Pass Investment Management LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,405 shares of the... More of this article »
Argentarii LLC Has $1.70 Million Stock Holdings in ServiceNow, Inc. $NOW
Argentarii LLC increased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 436.1% 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 »
Argentarii LLC Invests $1.18 Million in iShares ESG Aware MSCI EAFE ETF $ESGD
Argentarii LLC bought a new position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
Allworth Financial LP Takes Position in Sandisk Corporation $SNDK
Allworth Financial LP purchased a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
First Trust Low Duration Opportunities ETF $LMBS Stake Raised by Adamsbrown Wealth Consultants LLC
Adamsbrown Wealth Consultants LLC lifted its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 13.9% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Argentarii LLC Makes New $5.81 Million Investment in iShares Gold Trust $IAU
Argentarii LLC purchased a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 71,525... More of this article »
Argentarii LLC Acquires 150,421 Shares of Atlas Energy Solutions Inc. $AESI
Argentarii LLC boosted its holdings in shares of Atlas Energy Solutions Inc. (NYSE:AESI – Free Report) by 962.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Adamsbrown Wealth Consultants LLC Has $9.70 Million Stock Position in Capital Group Core Plus Income ETF $CGCP
Adamsbrown Wealth Consultants LLC reduced its position in shares of Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 70.6% in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Alphabet Inc. $GOOG is Appleton Partners Inc. MA’s 5th Largest Position
Appleton Partners Inc. MA lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Argentarii LLC Buys 1,036 Shares of Mastercard Incorporated $MA
Argentarii LLC raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 47.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Albert D Mason Inc. Acquires 11,807 Shares of Fastenal Company $FAST
Albert D Mason Inc. raised its holdings in Fastenal Company (NASDAQ:FAST – Free Report) by 31.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 48,779... More of this article »
Albert D Mason Inc. Has $1.89 Million Stock Position in Avery Dennison Corporation $AVY
Albert D Mason Inc. raised its holdings in Avery Dennison Corporation (NYSE:AVY – Free Report) by 41.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Argentarii LLC Has $1.65 Million Stake in iShares Core S&P Small-Cap ETF $IJR
Argentarii LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 77.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Adamsbrown Wealth Consultants LLC Decreases Stock Holdings in JPMorgan Ultra-Short Income ETF $JPST
Adamsbrown Wealth Consultants LLC reduced its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 24.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
21 West Wealth Management LLC Has $4.39 Million Stake in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
21 West Wealth Management LLC lifted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 23.6% in the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
21 West Wealth Management LLC Has $7.57 Million Position in JPMorgan Municipal ETF $JMUB
21 West Wealth Management LLC boosted its holdings in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 7.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Adamsbrown Wealth Consultants LLC Purchases 50,479 Shares of FT Vest Rising Dividend Achievers Target Income ETF $RDVI
Adamsbrown Wealth Consultants LLC grew its position in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 8.5% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Adamsbrown Wealth Consultants LLC Has $30.50 Million Stake in Invesco S&P International Developed Momentum ETF $IDMO
Adamsbrown Wealth Consultants LLC boosted its stake in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 12.6% during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Adamsbrown Wealth Consultants LLC Buys 55,025 Shares of Fidelity Enhanced Mid Cap ETF $FMDE
Adamsbrown Wealth Consultants LLC grew its stake in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 10.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Alphabet Inc. $GOOGL Shares Purchased by 180 Wealth Advisors LLC
180 Wealth Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,673... More of this article »
VanEck Pharmaceutical ETF $PPH is Adamsbrown Wealth Consultants LLC’s 7th Largest Position
Adamsbrown Wealth Consultants LLC raised its position in shares of VanEck Pharmaceutical ETF (NASDAQ:PPH – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Czech National Bank Increases Position in Stryker Corporation $SYK
Czech National Bank boosted its position in Stryker Corporation (NYSE:SYK – Free Report) by 3.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 90,755 shares of the medical technology company’s... More of this article »
Client 1ST Advisory Group LLC Makes New Investment in Tesla, Inc. $TSLA
Client 1ST Advisory Group LLC purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Carderock Capital Management Inc. Has $13.09 Million Stake in Eli Lilly and Company $LLY
Carderock Capital Management Inc. boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Evanson Asset Management LLC Boosts Stake in Vanguard S&P 500 ETF $VOO
Evanson Asset Management LLC grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Raises Stock Position in Netflix, Inc. $NFLX
DAVENPORT & Co LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,082.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Czech National Bank Boosts Holdings in Lockheed Martin Corporation $LMT
Czech National Bank lifted its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Czech National Bank Acquires 8,635 Shares of ConocoPhillips $COP
Czech National Bank grew its holdings in ConocoPhillips (NYSE:COP – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 325,841 shares... More of this article »
Czech National Bank Purchases 10,714 Shares of Palo Alto Networks, Inc. $PANW
Czech National Bank raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
First Bank & Trust Has $977,000 Stock Holdings in The Charles Schwab Corporation $SCHW
First Bank & Trust lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 258.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Czech National Bank Purchases 6,160 Shares of Honeywell International Inc. $HON
Czech National Bank boosted its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Czech National Bank Boosts Holdings in Micron Technology, Inc. $MU
Czech National Bank raised its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »