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Image for DAVENPORT & Co LLC Sells 47,867 Shares of Coterra Energy Inc. $CTRA

DAVENPORT & Co LLC Sells 47,867 Shares of Coterra Energy Inc. $CTRA

DAVENPORT & Co LLC decreased its stake in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 667,497 shares of... More of this article »
Image for DAVENPORT & Co LLC Boosts Stake in Dominion Energy Inc. $D

DAVENPORT & Co LLC Boosts Stake in Dominion Energy Inc. $D

DAVENPORT & Co LLC grew its holdings in Dominion Energy Inc. (NYSE:D – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for DAVENPORT & Co LLC Has $15.95 Million Stake in SPDR Gold Shares $GLD

DAVENPORT & Co LLC Has $15.95 Million Stake in SPDR Gold Shares $GLD

DAVENPORT & Co LLC trimmed its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for DAVENPORT & Co LLC Raises Holdings in iShares Silver Trust $SLV

DAVENPORT & Co LLC Raises Holdings in iShares Silver Trust $SLV

DAVENPORT & Co LLC lifted its position in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 6.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Cyndeo Wealth Partners LLC Purchases 2,847 Shares of Amazon.com, Inc. $AMZN

Cyndeo Wealth Partners LLC Purchases 2,847 Shares of Amazon.com, Inc. $AMZN

Cyndeo Wealth Partners LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for CVA Family Office LLC Has $11.31 Million Stake in Invesco QQQ $QQQ

CVA Family Office LLC Has $11.31 Million Stake in Invesco QQQ $QQQ

CVA Family Office LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 19.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for CVA Family Office LLC Purchases 169,224 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

CVA Family Office LLC Purchases 169,224 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

CVA Family Office LLC lifted its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 72.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for CVA Family Office LLC Grows Holdings in iShares Core Dividend Growth ETF $DGRO

CVA Family Office LLC Grows Holdings in iShares Core Dividend Growth ETF $DGRO

CVA Family Office LLC raised its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 91.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for CVA Family Office LLC Boosts Stock Position in iShares Short Treasury Bond ETF $SHV

CVA Family Office LLC Boosts Stock Position in iShares Short Treasury Bond ETF $SHV

CVA Family Office LLC raised its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 28.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Defender Capital LLC. Acquires New Stake in ESAB Corporation $ESAB

Defender Capital LLC. Acquires New Stake in ESAB Corporation $ESAB

Defender Capital LLC. acquired a new stake in ESAB Corporation (NYSE:ESAB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 35,593... More of this article »
Image for Cordant Inc. Buys 30,809 Shares of Dimensional Emerging Markets Value ETF $DFEV

Cordant Inc. Buys 30,809 Shares of Dimensional Emerging Markets Value ETF $DFEV

Cordant Inc. boosted its stake in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) by 18.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Avantis International Equity ETF $AVDE Shares Acquired by CVA Family Office LLC

Avantis International Equity ETF $AVDE Shares Acquired by CVA Family Office LLC

CVA Family Office LLC increased its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 29.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Rocket Lab Corporation $RKLB Shares Sold by Connective Portfolio Management LLC

Rocket Lab Corporation $RKLB Shares Sold by Connective Portfolio Management LLC

Connective Portfolio Management LLC reduced its position in Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 44.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Cordant Inc. Buys 8,482 Shares of Vanguard Real Estate ETF $VNQ

Cordant Inc. Buys 8,482 Shares of Vanguard Real Estate ETF $VNQ

Cordant Inc. raised its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for CVA Family Office LLC Purchases 96,218 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE

CVA Family Office LLC Purchases 96,218 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE

CVA Family Office LLC increased its position in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 34.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Image for Cordant Inc. Buys 20,569 Shares of Vanguard FTSE Developed Markets ETF $VEA

Cordant Inc. Buys 20,569 Shares of Vanguard FTSE Developed Markets ETF $VEA

Cordant Inc. lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Connective Portfolio Management LLC Acquires Shares of 5,000 Western Digital Corporation $WDC

Connective Portfolio Management LLC Acquires Shares of 5,000 Western Digital Corporation $WDC

Connective Portfolio Management LLC acquired a new stake in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for British American Tobacco p.l.c. $BTI Shares Bought by First Bank & Trust

British American Tobacco p.l.c. $BTI Shares Bought by First Bank & Trust

First Bank & Trust lifted its holdings in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 22.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Defender Capital LLC. Makes New Investment in Bloom Energy Corporation $BE

Defender Capital LLC. Makes New Investment in Bloom Energy Corporation $BE

Defender Capital LLC. acquired a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 5,500 shares of the company’s stock,... More of this article »
Image for 153,337 Shares in Fortive Corporation $FTV Purchased by Defender Capital LLC.

153,337 Shares in Fortive Corporation $FTV Purchased by Defender Capital LLC.

Defender Capital LLC. purchased a new stake in shares of Fortive Corporation (NYSE:FTV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Vanguard Short-Term Treasury ETF $VGSH Shares Sold by Cordant Inc.

Vanguard Short-Term Treasury ETF $VGSH Shares Sold by Cordant Inc.

Cordant Inc. decreased its stake in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Defender Capital LLC. Buys Shares of 12,200 CAVA Group, Inc. $CAVA

Defender Capital LLC. Buys Shares of 12,200 CAVA Group, Inc. $CAVA

Defender Capital LLC. bought a new position in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Czech National Bank Increases Stock Position in Intercontinental Exchange Inc. $ICE

Czech National Bank Increases Stock Position in Intercontinental Exchange Inc. $ICE

Czech National Bank raised its holdings in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 3.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Defender Capital LLC. Takes $15.43 Million Position in STAAR Surgical Company $STAA

Defender Capital LLC. Takes $15.43 Million Position in STAAR Surgical Company $STAA

Defender Capital LLC. purchased a new stake in shares of STAAR Surgical Company (NASDAQ:STAA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Bristol Myers Squibb Company $BMY Position Raised by Czech National Bank

Bristol Myers Squibb Company $BMY Position Raised by Czech National Bank

Czech National Bank lifted its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 3.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 536,798 shares of the... More of this article »
Image for Czech National Bank Purchases 4,319 Shares of Marsh & McLennan Companies, Inc. $MRSH

Czech National Bank Purchases 4,319 Shares of Marsh & McLennan Companies, Inc. $MRSH

Czech National Bank raised its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Czech National Bank Buys 12,600 Shares of CVS Health Corporation $CVS

Czech National Bank Buys 12,600 Shares of CVS Health Corporation $CVS

Czech National Bank increased its stake in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 3.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Connective Portfolio Management LLC Has $2.81 Million Stock Position in Sprott Physical Gold Trust $PHYS

Connective Portfolio Management LLC Has $2.81 Million Stock Position in Sprott Physical Gold Trust $PHYS

Connective Portfolio Management LLC raised its stake in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 30.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Cordant Inc.

Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Cordant Inc.

Cordant Inc. increased its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for First Bank & Trust Has $1.47 Million Stock Holdings in Canadian Imperial Bank of Commerce $CM

First Bank & Trust Has $1.47 Million Stock Holdings in Canadian Imperial Bank of Commerce $CM

First Bank & Trust reduced its position in shares of Canadian Imperial Bank of Commerce (NYSE:CM – Free Report) (TSE:CM) by 34.7% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Czech National Bank Acquires 8,666 Shares of Newmont Corporation $NEM

Czech National Bank Acquires 8,666 Shares of Newmont Corporation $NEM

Czech National Bank grew its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for 3,400 Shares in Natera, Inc. $NTRA Purchased by Connective Portfolio Management LLC

3,400 Shares in Natera, Inc. $NTRA Purchased by Connective Portfolio Management LLC

Connective Portfolio Management LLC bought a new stake in shares of Natera, Inc. (NASDAQ:NTRA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Czech National Bank Grows Stock Position in Synopsys, Inc. $SNPS

Czech National Bank Grows Stock Position in Synopsys, Inc. $SNPS

Czech National Bank grew its holdings in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 48,979... More of this article »
Image for Vanguard Information Technology ETF $VGT Stock Position Increased by CVA Family Office LLC

Vanguard Information Technology ETF $VGT Stock Position Increased by CVA Family Office LLC

CVA Family Office LLC boosted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 16.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Cordant Inc. Boosts Stock Holdings in Dimensional International Vector Equity ETF $DXIV

Cordant Inc. Boosts Stock Holdings in Dimensional International Vector Equity ETF $DXIV

Cordant Inc. raised its stake in Dimensional International Vector Equity ETF (NYSEARCA:DXIV – Free Report) by 94.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Cordant Inc. Has $7.43 Million Holdings in Dimensional International Value ETF $DFIV

Cordant Inc. Has $7.43 Million Holdings in Dimensional International Value ETF $DFIV

Cordant Inc. reduced its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 8.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Connective Portfolio Management LLC Acquires Shares of 7,000 Guardant Health, Inc. $GH

Connective Portfolio Management LLC Acquires Shares of 7,000 Guardant Health, Inc. $GH

Connective Portfolio Management LLC bought a new stake in Guardant Health, Inc. (NASDAQ:GH – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for CVA Family Office LLC Acquires 166,697 Shares of Dimensional US Core Equity Market ETF $DFAU

CVA Family Office LLC Acquires 166,697 Shares of Dimensional US Core Equity Market ETF $DFAU

CVA Family Office LLC increased its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 34.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 650,317 shares... More of this article »
Image for Connective Portfolio Management LLC Takes Position in Planet Labs PBC $PL

Connective Portfolio Management LLC Takes Position in Planet Labs PBC $PL

Connective Portfolio Management LLC purchased a new stake in shares of Planet Labs PBC (NYSE:PL – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 80,000 shares of... More of this article »
Image for CVA Family Office LLC Has $54.03 Million Position in Schwab Fundamental International Equity ETF $FNDF

CVA Family Office LLC Has $54.03 Million Position in Schwab Fundamental International Equity ETF $FNDF

CVA Family Office LLC lifted its holdings in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 14.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,195,046 shares... More of this article »
Image for 246,522 Shares in Monster Beverage Corporation $MNST Bought by Defender Capital LLC.

246,522 Shares in Monster Beverage Corporation $MNST Bought by Defender Capital LLC.

Defender Capital LLC. acquired a new stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for iShares MSCI Emerging Markets ETF $EEM Shares Sold by Connective Portfolio Management LLC

iShares MSCI Emerging Markets ETF $EEM Shares Sold by Connective Portfolio Management LLC

Connective Portfolio Management LLC decreased its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 30.2% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Czech National Bank Raises Stock Position in KKR & Co. Inc. $KKR

Czech National Bank Raises Stock Position in KKR & Co. Inc. $KKR

Czech National Bank raised its holdings in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Connective Portfolio Management LLC Has $1.54 Million Stock Position in Citigroup Inc. $C

Connective Portfolio Management LLC Has $1.54 Million Stock Position in Citigroup Inc. $C

Connective Portfolio Management LLC cut its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 43.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Avantis U.S. Equity ETF $AVUS Shares Acquired by CVA Family Office LLC

Avantis U.S. Equity ETF $AVUS Shares Acquired by CVA Family Office LLC

CVA Family Office LLC lifted its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 51.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 261,060 shares... More of this article »
Image for Microsoft Corporation $MSFT Stock Position Increased by CWA Asset Management Group LLC

Microsoft Corporation $MSFT Stock Position Increased by CWA Asset Management Group LLC

CWA Asset Management Group LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Connective Portfolio Management LLC Buys Shares of 165,000 Nokia Corporation $NOK

Connective Portfolio Management LLC Buys Shares of 165,000 Nokia Corporation $NOK

Connective Portfolio Management LLC purchased a new position in Nokia Corporation (NYSE:NOK – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Parker-Hannifin Corporation $PH Shares Bought by Czech National Bank

Parker-Hannifin Corporation $PH Shares Bought by Czech National Bank

Czech National Bank raised its position in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Assenagon Asset Management S.A. Sells 21,726 Shares of Hilton Worldwide Holdings Inc. $HLT

Assenagon Asset Management S.A. Sells 21,726 Shares of Hilton Worldwide Holdings Inc. $HLT

Assenagon Asset Management S.A. trimmed its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 20.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by CVA Family Office LLC

iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by CVA Family Office LLC

CVA Family Office LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »