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First Heartland Consultants Inc. Takes Position in FT Vest U.S. Equity Moderate Buffer ETF – September $GSEP
First Heartland Consultants Inc. acquired a new position in FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP – Free Report) during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
First Heartland Consultants Inc. Acquires 2,859 Shares of Vanguard Mid-Cap ETF $VO
First Heartland Consultants Inc. lifted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 340.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Clearwater Analytics Holdings, Inc. $CWAN Shares Bought by Congress Asset Management Co.
Congress Asset Management Co. grew its holdings in Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 18.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Congress Asset Management Co. Grows Position in Badger Meter, Inc. $BMI
Congress Asset Management Co. raised its stake in shares of Badger Meter, Inc. (NYSE:BMI – Free Report) by 14.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 101,233 shares of... More of this article »
Oracle Corporation $ORCL Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. decreased its position in Oracle Corporation (NYSE:ORCL – Free Report) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
lululemon athletica inc. $LULU Stake Lifted by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. increased its position in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) by 255.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Assenagon Asset Management S.A. Increases Holdings in Pentair plc $PNR
Assenagon Asset Management S.A. increased its stake in Pentair plc (NYSE:PNR – Free Report) by 1,690.9% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 729,663 shares of the industrial... More of this article »
Vanguard Small-Cap Value ETF $VBR Shares Sold by ARS Wealth Advisors Group LLC
ARS Wealth Advisors Group LLC reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 37.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Cencora, Inc. $COR Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lessened its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 31.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Assenagon Asset Management S.A. Purchases 70,003 Shares of W.W. Grainger, Inc. $GWW
Assenagon Asset Management S.A. boosted its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 3,035.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 72,309... More of this article »
Assenagon Asset Management S.A. Acquires 75,092 Shares of United Rentals, Inc. $URI
Assenagon Asset Management S.A. raised its holdings in United Rentals, Inc. (NYSE:URI – Free Report) by 748.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
ARS Wealth Advisors Group LLC Trims Stock Position in iShares MSCI USA Quality Factor ETF $QUAL
ARS Wealth Advisors Group LLC cut its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Kenvue Inc. $KVUE Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. reduced its stake in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 38.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Auour Investments LLC Has $1.62 Million Stake in iShares MBS ETF $MBB
Auour Investments LLC grew its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 71.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Avanza Fonder AB Has $4.49 Million Stock Position in Sysco Corporation $SYY
Avanza Fonder AB increased its stake in shares of Sysco Corporation (NYSE:SYY – Free Report) by 23.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
iShares Core S&P 500 ETF $IVV is Aurdan Capital Management LLC’s 3rd Largest Position
Aurdan Capital Management LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 53,341 shares... More of this article »
5,542 Shares in Qnity Electronics, Inc. $Q Acquired by Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC acquired a new stake in shares of Qnity Electronics, Inc. (NYSE:Q – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Congress Asset Management Co. Purchases 10,518 Shares of Valmont Industries, Inc. $VMI
Congress Asset Management Co. lifted its holdings in Valmont Industries, Inc. (NYSE:VMI – Free Report) by 14.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Costco Wholesale Corporation $COST Shares Purchased by Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 14.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Diversified Trust Co. Trims Position in MongoDB, Inc. $MDB
Diversified Trust Co. decreased its position in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 25.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,757 shares of... More of this article »
Diversified Trust Co. Purchases 9,763 Shares of Uber Technologies, Inc. $UBER
Diversified Trust Co. increased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 41.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 33,270 shares of... More of this article »
Diversified Trust Co. Raises Position in Ross Stores, Inc. $ROST
Diversified Trust Co. increased its stake in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 526.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Congress Asset Management Co. Has $33.91 Million Stake in Medpace Holdings, Inc. $MEDP
Congress Asset Management Co. decreased its position in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 6.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 933.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Toast, Inc. $TOST Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. trimmed its holdings in Toast, Inc. (NYSE:TOST – Free Report) by 36.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Clear Trail Advisors LLC Purchases Shares of 4,020 Invesco QQQ $QQQ
Clear Trail Advisors LLC acquired a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 4,020 shares of the exchange... More of this article »
Capital Asset Advisory Services LLC Decreases Position in Innovator Laddered Allocation Buffer ETF $BUFB
Capital Asset Advisory Services LLC trimmed its position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB – Free Report) by 96.2% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Diversified Trust Co. Acquires 24,143 Shares of HDFC Bank Limited $HDB
Diversified Trust Co. boosted its holdings in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 50.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
BDF Gestion Has $878,000 Stock Holdings in Workday, Inc. $WDAY
BDF Gestion trimmed its stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 69.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Pinterest, Inc. $PINS Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. lowered its position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 34.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Raises Stake in Northrop Grumman Corporation $NOC
Diversified Trust Co. increased its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 31.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Confluent, Inc. $CFLT Shares Sold by Diversified Trust Co.
Diversified Trust Co. trimmed its position in Confluent, Inc. (NASDAQ:CFLT – Free Report) by 23.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 84,035 shares... More of this article »
Capital Asset Advisory Services LLC Has $1.34 Million Stock Holdings in Invesco QQQ $QQQ
Capital Asset Advisory Services LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 63.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,148... More of this article »
Diversified Trust Co. Boosts Holdings in Motorola Solutions, Inc. $MSI
Diversified Trust Co. lifted its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 114.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Congress Asset Management Co. Has $187.54 Million Stock Holdings in Costco Wholesale Corporation $COST
Congress Asset Management Co. lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
330,898 Shares in Karman Holdings Inc. $KRMN Purchased by Congress Asset Management Co.
Congress Asset Management Co. acquired a new stake in shares of Karman Holdings Inc. (NYSE:KRMN – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Congress Asset Management Co. Raises Stock Holdings in Vanguard Small-Cap Growth ETF $VBK
Congress Asset Management Co. raised its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 175.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 111,812... More of this article »
Diversified Trust Co. Has $2.42 Million Position in Amphenol Corporation $APH
Diversified Trust Co. increased its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 115.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Congress Asset Management Co. Grows Position in Terreno Realty Corporation $TRNO
Congress Asset Management Co. raised its stake in Terreno Realty Corporation (NYSE:TRNO – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
BDF Gestion Invests $1.17 Million in Seagate Technology Holdings PLC $STX
BDF Gestion acquired a new position in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Simon Property Group, Inc. $SPG Shares Sold by Diversified Trust Co.
Diversified Trust Co. cut its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 21.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Fifth Third Bancorp $FITB Stock Position Increased by Diversified Trust Co.
Diversified Trust Co. raised its position in shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 413.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Congress Asset Management Co. Boosts Stock Position in iShares Russell 1000 Growth ETF $IWF
Congress Asset Management Co. grew its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 309.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Congress Asset Management Co. Boosts Position in e.l.f. Beauty $ELF
Congress Asset Management Co. boosted its position in shares of e.l.f. Beauty (NYSE:ELF – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Congress Asset Management Co. Takes Position in Ross Stores, Inc. $ROST
Congress Asset Management Co. bought a new position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Congress Asset Management Co. Acquires 41,817 Shares of BJ’s Wholesale Club Holdings, Inc. $BJ
Congress Asset Management Co. grew its stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) by 13.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
American Electric Power Company, Inc. $AEP Shares Bought by Diversified Trust Co.
Diversified Trust Co. boosted its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 64.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Congress Asset Management Co. Trims Stock Position in Texas Roadhouse, Inc. $TXRH
Congress Asset Management Co. lessened its holdings in Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 32.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »