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Archer Investment Management LLC Lowers Holdings in Dimensional Global Sustainability Fixed Income ETF $DFSB
Archer Investment Management LLC reduced its holdings in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) by 19.6% during the 4th quarter, according to the company in its most recent... More of this article »
Archer Investment Management LLC Takes $977,000 Position in iShares Core MSCI EAFE ETF $IEFA
Archer Investment Management LLC bought a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
180 Wealth Advisors LLC Acquires New Stake in Sprott Physical Gold Trust $PHYS
180 Wealth Advisors LLC acquired a new stake in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Allworth Financial LP Acquires New Shares in Dan IVES Wedbush AI Revolution ETF $IVES
Allworth Financial LP bought a new stake in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Allworth Financial LP Sells 6,822 Shares of Workday, Inc. $WDAY
Allworth Financial LP trimmed its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 76.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG is Abound Wealth Management’s 2nd Largest Position
Abound Wealth Management lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Abound Wealth Management Grows Stock Position in Vanguard Total Stock Market ETF $VTI
Abound Wealth Management raised its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
AAFMAA Wealth Management & Trust LLC Acquires 2,398 Shares of Apple Inc. $AAPL
AAFMAA Wealth Management & Trust LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Exxon Mobil Corporation $XOM Shares Purchased by 180 Wealth Advisors LLC
180 Wealth Advisors LLC boosted its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 12.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
180 Wealth Advisors LLC Has $303,000 Stake in Delta Air Lines, Inc. $DAL
180 Wealth Advisors LLC lowered its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 64.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
GE Aerospace $GE Shares Purchased by Abound Wealth Management
Abound Wealth Management grew its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 385.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,333 shares of the... More of this article »
Allworth Financial LP Invests $651,000 in IREN Limited $IREN
Allworth Financial LP bought a new stake in IREN Limited (NASDAQ:IREN – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Allworth Financial LP Reduces Position in Globus Medical, Inc. $GMED
Allworth Financial LP decreased its holdings in Globus Medical, Inc. (NYSE:GMED – Free Report) by 69.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN Shares Sold by Allworth Financial LP
Allworth Financial LP decreased its holdings in shares of Innovator MSCI Emerging Markets Power Buffer ETF – January (NYSEARCA:EJAN – Free Report) by 90.5% in the 3rd quarter, according to the company in its most recent... More of this article »
Commerce Bancshares, Inc. $CBSH Shares Bought by Allworth Financial LP
Allworth Financial LP lifted its position in Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 1,723.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Williams Companies, Inc. (The) $WMB Shares Sold by 180 Wealth Advisors LLC
180 Wealth Advisors LLC trimmed its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 51.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Abound Wealth Management Purchases 36,332 Shares of iShares Core S&P Small-Cap ETF $IJR
Abound Wealth Management boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
NewJersey Resources Corporation $NJR Shares Sold by Allworth Financial LP
Allworth Financial LP decreased its holdings in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 52.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV Position Boosted by Abound Wealth Management
Abound Wealth Management grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
AAFMAA Wealth Management & Trust LLC Purchases 5,908 Shares of Microsoft Corporation $MSFT
AAFMAA Wealth Management & Trust LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 63.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Netflix, Inc. $NFLX Shares Bought by Contravisory Investment Management Inc.
Contravisory Investment Management Inc. grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 837.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 111,380 shares... More of this article »
Netflix, Inc. $NFLX Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 886.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Diversified Trust Co. Purchases 2,404 Shares of Caterpillar Inc. $CAT
Diversified Trust Co. lifted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 30.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,234... More of this article »
Walmart Inc. $WMT Stock Holdings Increased by Chesapeake Asset Management LLC
Chesapeake Asset Management LLC lifted its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 1,723.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »
Dynamic Advisor Solutions LLC Trims Stock Holdings in Walmart Inc. $WMT
Dynamic Advisor Solutions LLC reduced its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 138,942 shares of the retailer’s... More of this article »
Dynamic Advisor Solutions LLC Has $2.85 Million Stake in Thermo Fisher Scientific Inc. $TMO
Dynamic Advisor Solutions LLC reduced its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 18.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Increases Position in iShares Core S&P Small-Cap ETF $IJR
Dynamic Advisor Solutions LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 24.3% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Clear Trail Advisors LLC Purchases New Shares in Oracle Corporation $ORCL
Clear Trail Advisors LLC acquired a new position in Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
BDF Gestion Boosts Position in Netflix, Inc. $NFLX
BDF Gestion raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 837.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 65,627 shares of the Internet television network’s... More of this article »
Central Bank & Trust Co. Boosts Stake in Netflix, Inc. $NFLX
Central Bank & Trust Co. increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 871.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Central Bank & Trust Co. Trims Position in UnitedHealth Group Incorporated $UNH
Central Bank & Trust Co. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 7,803 shares of the... More of this article »
Diversified Trust Co. Sells 7,280 Shares of Merck & Co., Inc. $MRK
Diversified Trust Co. lessened its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Diversified Trust Co. Has $43.59 Million Stock Position in CocaCola Company (The) $KO
Diversified Trust Co. increased its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 7.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 623,554... More of this article »
Capital Asset Advisory Services LLC Has $6.11 Million Stock Position in Applied Materials, Inc. $AMAT
Capital Asset Advisory Services LLC cut its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 13.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
ServiceNow, Inc. $NOW Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. boosted its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 385.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Apple Inc. $AAPL is Avior Wealth Management LLC’s 10th Largest Position
Avior Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 182,302 shares of... More of this article »
Cambridge Financial Group LLC Boosts Stake in Invesco QQQ $QQQ
Cambridge Financial Group LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 57.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,032... More of this article »
Diversified Trust Co. Grows Position in Micron Technology, Inc. $MU
Diversified Trust Co. raised its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 9.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,029 shares of the... More of this article »
Avanza Fonder AB Buys 5,508 Shares of Prologis, Inc. $PLD
Avanza Fonder AB grew its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Avanza Fonder AB Boosts Stock Position in Verizon Communications Inc. $VZ
Avanza Fonder AB raised its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Dynamic Advisor Solutions LLC Trims Stake in Tesla, Inc. $TSLA
Dynamic Advisor Solutions LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 15,282 Shares of Abbott Laboratories $ABT
Dynamic Advisor Solutions LLC decreased its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 33.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Tesla, Inc. $TSLA Shares Bought by Diversified Trust Co.
Diversified Trust Co. grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 55,142 shares... More of this article »
Dynamic Advisor Solutions LLC Increases Stake in Vistra Corp. $VST
Dynamic Advisor Solutions LLC lifted its holdings in shares of Vistra Corp. (NYSE:VST – Free Report) by 440.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 19,476 shares... More of this article »
Contravisory Investment Management Inc. Purchases 70,550 Shares of Merck & Co., Inc. $MRK
Contravisory Investment Management Inc. boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 19,435.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
E. Ohman J or Asset Management AB Has $53.93 Million Holdings in Thermo Fisher Scientific Inc. $TMO
E. Ohman J or Asset Management AB decreased its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 10.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
E. Ohman J or Asset Management AB Boosts Stock Position in Salesforce Inc. $CRM
E. Ohman J or Asset Management AB raised its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Contravisory Investment Management Inc. Sells 5,938 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Contravisory Investment Management Inc. lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »