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BDF Gestion Sells 44,532 Shares of Bank of America Corporation $BAC
BDF Gestion trimmed its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 23.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 143,046 shares of the financial... More of this article »
Community Trust & Investment Co. Has $23.11 Million Stake in The TJX Companies, Inc. $TJX
Community Trust & Investment Co. reduced its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
NIKE, Inc. $NKE Shares Sold by Community Trust & Investment Co.
Community Trust & Investment Co. lowered its position in NIKE, Inc. (NYSE:NKE – Free Report) by 27.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
BDF Gestion Sells 2,161 Shares of Mastercard Incorporated $MA
BDF Gestion trimmed its position in Mastercard Incorporated (NYSE:MA – Free Report) by 13.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 14,413 shares of the credit services provider’s... More of this article »
BDF Gestion Reduces Position in Intel Corporation $INTC
BDF Gestion decreased its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 45.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 84,101... More of this article »
Dopkins Wealth Management LLC Raises Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT
Dopkins Wealth Management LLC boosted its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 12.2% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Carderock Capital Management Inc. Grows Stock Position in Mastercard Incorporated $MA
Carderock Capital Management Inc. raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cambridge Financial Group LLC Has $301,000 Position in Vanguard Tax-Exempt Bond ETF $VTEB
Cambridge Financial Group LLC lessened its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 64.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Carderock Capital Management Inc. Purchases 3,362 Shares of Danaher Corporation $DHR
Carderock Capital Management Inc. increased its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 15.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Community Trust & Investment Co. Boosts Holdings in Vanguard 0-3 Month Treasury Bill ETF $VBIL
Community Trust & Investment Co. grew its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 3,929.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Central Bank & Trust Co. Increases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR
Central Bank & Trust Co. boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 33.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cambridge Financial Group LLC Has $306,000 Stock Position in iShares Bitcoin Trust ETF $IBIT
Cambridge Financial Group LLC lowered its holdings in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 74.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Waste Management, Inc. $WM Shares Bought by Central Bank & Trust Co.
Central Bank & Trust Co. grew its position in Waste Management, Inc. (NYSE:WM – Free Report) by 333.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,442 shares... More of this article »
Dudley & Shanley Inc. Purchases 15,750 Shares of Ryan Specialty Holdings Inc. $RYAN
Dudley & Shanley Inc. boosted its holdings in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Diversified Trust Co. Buys 3,085 Shares of Chevron Corporation $CVX
Diversified Trust Co. raised its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 47,091 shares of... More of this article »
ASML Holding N.V. $ASML Shares Sold by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC cut its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 94.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Diversified Trust Co. Purchases 47,417 Shares of Omnicom Group Inc. $OMC
Diversified Trust Co. boosted its position in Omnicom Group Inc. (NYSE:OMC – Free Report) by 96.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,394... More of this article »
Dynamic Advisor Solutions LLC Sells 1,954 Shares of Lockheed Martin Corporation $LMT
Dynamic Advisor Solutions LLC decreased its position in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 17.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Brady Family Wealth LLC Sells 2,237 Shares of Broadcom Inc. $AVGO
Brady Family Wealth LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 40,504... More of this article »
Cooper Financial Group Raises Stock Holdings in Broadcom Inc. $AVGO
Cooper Financial Group raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 13.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Applied Materials, Inc. $AMAT Stock Holdings Trimmed by Diversified Trust Co.
Diversified Trust Co. decreased its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
UBS Group AG $UBS Holdings Trimmed by Contravisory Investment Management Inc.
Contravisory Investment Management Inc. reduced its position in UBS Group AG (NYSE:UBS – Free Report) by 4.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 309,569 shares of the bank’s... More of this article »
Armstrong Advisory Group Inc. Sells 577 Shares of Eli Lilly and Company $LLY
Armstrong Advisory Group Inc. lowered its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 6.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,193 shares of the company’s... More of this article »
180 Wealth Advisors LLC Boosts Stock Position in Oracle Corporation $ORCL
180 Wealth Advisors LLC grew its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 47.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Chickasaw Capital Management LLC Increases Holdings in ONEOK, Inc. $OKE
Chickasaw Capital Management LLC boosted its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 0.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Oracle Corporation $ORCL Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. increased its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 456.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
CWA Asset Management Group LLC Has $743,000 Position in Energy Transfer LP $ET
CWA Asset Management Group LLC lessened its holdings in Energy Transfer LP (NYSE:ET – Free Report) by 47.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Contravisory Investment Management Inc. Has $647,000 Stock Holdings in Morgan Stanley $MS
Contravisory Investment Management Inc. lifted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 3,946.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Congress Asset Management Co. Buys 59,474 Shares of YETI Holdings, Inc. $YETI
Congress Asset Management Co. increased its stake in shares of YETI Holdings, Inc. (NYSE:YETI – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Contravisory Investment Management Inc. Takes Position in Monster Beverage Corporation $MNST
Contravisory Investment Management Inc. bought a new stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Chickasaw Capital Management LLC Purchases New Shares in Uber Technologies, Inc. $UBER
Chickasaw Capital Management LLC acquired a new stake in shares of Uber Technologies, Inc. (NYSE:UBER – 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 »
9,550 Shares in Alerian MLP ETF $AMLP Acquired by Chickasaw Capital Management LLC
Chickasaw Capital Management LLC purchased a new stake in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 9,550 shares of... More of this article »
180 Wealth Advisors LLC Raises Stake in Accenture PLC $ACN
180 Wealth Advisors LLC boosted its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 343.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Welltower Inc. $WELL Shares Purchased by Appleton Partners Inc. MA
Appleton Partners Inc. MA raised its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 3.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Western Midstream Partners, LP $WES Stake Lowered by Chickasaw Capital Management LLC
Chickasaw Capital Management LLC lessened its stake in Western Midstream Partners, LP (NYSE:WES – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Chickasaw Capital Management LLC Reduces Stake in Mplx Lp $MPLX
Chickasaw Capital Management LLC trimmed its position in shares of Mplx Lp (NYSE:MPLX – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Congress Asset Management Co. Has $44.86 Million Position in Datadog, Inc. $DDOG
Congress Asset Management Co. lessened its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 17.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 329,862 shares... More of this article »
Wells Fargo & Company $WFC Shares Bought by Contravisory Investment Management Inc.
Contravisory Investment Management Inc. grew its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 4,185.5% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
180 Wealth Advisors LLC Decreases Stock Holdings in Welltower Inc. $WELL
180 Wealth Advisors LLC lessened its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 43.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Assenagon Asset Management S.A. Purchases 882,723 Shares of Teradyne, Inc. $TER
Assenagon Asset Management S.A. boosted its position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 3,233.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 910,023 shares... More of this article »
Assenagon Asset Management S.A. Boosts Holdings in Atlassian Corporation PLC $TEAM
Assenagon Asset Management S.A. lifted its stake in shares of Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) by 100.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chickasaw Capital Management LLC Reduces Holdings in Energy Transfer LP $ET
Chickasaw Capital Management LLC lessened its stake in Energy Transfer LP (NYSE:ET – Free Report) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Contravisory Investment Management Inc. Purchases 39,263 Shares of APA Corporation $APA
Contravisory Investment Management Inc. increased its position in APA Corporation (NASDAQ:APA – Free Report) by 1,054.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Appleton Partners Inc. MA Has $8.26 Million Holdings in ServiceNow, Inc. $NOW
Appleton Partners Inc. MA raised its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 353.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 53,889 shares of the information... More of this article »
12,826 Shares in Meta Platforms, Inc. $META Bought by Aventura Private Wealth LLC
Aventura Private Wealth LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Quanta Services, Inc. $PWR Holdings Trimmed by Congress Asset Management Co.
Congress Asset Management Co. lowered its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 9.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
NVIDIA Corporation $NVDA is Central Pacific Bank Trust Division’s 5th Largest Position
Central Pacific Bank Trust Division lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Corsicana & Co. Reduces Position in NVIDIA Corporation $NVDA
Corsicana & Co. lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 56,540 shares of the computer... More of this article »