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Procyon Advisors LLC Makes New $1.78 Million Investment in Core & Main, Inc. $CNM
Procyon Advisors LLC purchased a new position in shares of Core & Main, Inc. (NYSE:CNM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Procyon Advisors LLC Buys 5,101 Shares of Micron Technology, Inc. $MU
Procyon Advisors LLC increased its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 392.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Procyon Advisors LLC Makes New Investment in Old Dominion Freight Line, Inc. $ODFL
Procyon Advisors LLC acquired a new stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
17,006 Shares in Champion Homes, Inc. $SKY Acquired by Procyon Advisors LLC
Procyon Advisors LLC purchased a new position in Champion Homes, Inc. (NYSE:SKY – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Hudson Bay Capital Management LP Invests $1.66 Million in Miami International Holdings, Inc. $MIAX
Hudson Bay Capital Management LP purchased a new stake in Miami International Holdings, Inc. (NYSE:MIAX – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Baker Tilly Wealth Management LLC Sells 7,915 Shares of iShares Core S&P Mid-Cap ETF $IJH
Baker Tilly Wealth Management LLC cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
iShares MSCI EAFE Value ETF $EFV Shares Sold by Firethorn Wealth Partners LLC
Firethorn Wealth Partners LLC lowered its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Invesco S&P 500 Momentum ETF $SPMO Shares Sold by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC reduced its stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 66.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Alphabet Inc. $GOOG Shares Acquired by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Park Avenue Securities LLC Has $3.90 Million Holdings in JPMorgan Municipal ETF $JMUB
Park Avenue Securities LLC raised its position in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 146.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Park Avenue Securities LLC Purchases 41,714 Shares of Mitsubishi UFJ Financial Group, Inc. $MUFG
Park Avenue Securities LLC lifted its position in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 29.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares S&P Small-Cap 600 Growth ETF $IJT Holdings Boosted by Park Avenue Securities LLC
Park Avenue Securities LLC raised its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 53.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Fulcrum Equity Management Boosts Position in JPMorgan Chase & Co. $JPM
Fulcrum Equity Management raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 145.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,674 shares of the financial services provider’s... More of this article »
QP Wealth Management LLC Makes New Investment in Meta Platforms, Inc. $META
QP Wealth Management LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Fulcrum Equity Management Boosts Stake in Amazon.com, Inc. $AMZN
Fulcrum Equity Management grew its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 92.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
EOG Resources, Inc. $EOG Shares Sold by Park Avenue Securities LLC
Park Avenue Securities LLC trimmed its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 33.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 26,905 shares of the energy... More of this article »
Park Avenue Securities LLC Has $2.94 Million Stock Position in Fidelity MSCI Information Technology Index ETF $FTEC
Park Avenue Securities LLC lessened its stake in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 29.6% during the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
RDA Financial Network Lowers Holdings in Alphabet Inc. $GOOG
RDA Financial Network lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 21.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,648 shares of... More of this article »
Hoffman Alan N Investment Management Has $25.72 Million Stock Position in Amazon.com, Inc. $AMZN
Hoffman Alan N Investment Management decreased its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 51.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 111,415... More of this article »
Park Avenue Securities LLC Grows Stock Holdings in Microsoft Corporation $MSFT
Park Avenue Securities LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Holos Integrated Wealth LLC Invests $774,000 in Microsoft Corporation $MSFT
Holos Integrated Wealth LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Sagespring Wealth Partners LLC Sells 1,198 Shares of Meta Platforms, Inc. $META
Sagespring Wealth Partners LLC lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
QP Wealth Management LLC Makes New $1.89 Million Investment in JPMorgan Chase & Co. $JPM
QP Wealth Management LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) 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 »
JPMorgan Chase & Co. Boosts Stock Position in NewJersey Resources Corporation $NJR
JPMorgan Chase & Co. grew its holdings in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 2.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Hudson Bay Capital Management LP Invests $783,000 in Barrick Mining Corporation $B
Hudson Bay Capital Management LP bought a new position in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Has $29.60 Million Holdings in Vanguard Total Bond Market ETF $BND
Dynamic Advisor Solutions LLC lowered its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 20.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Has $12.17 Million Holdings in Caterpillar Inc. $CAT
Dynamic Advisor Solutions LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Dynamic Advisor Solutions LLC Sells 12,102 Shares of iShares U.S. Technology ETF $IYW
Dynamic Advisor Solutions LLC lessened its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 22.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Sells 56,090 Shares of Dimensional U.S. Small Cap ETF $DFAS
Dynamic Advisor Solutions LLC reduced its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 21.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Carr Financial Group Corp Sells 34,482 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Carr Financial Group Corp decreased its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 65.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Decreases Stake in Fidelity Total Bond ETF $FBND
Dynamic Advisor Solutions LLC trimmed its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. Acquires 8,491 Shares of ONE Gas, Inc. $OGS
JPMorgan Chase & Co. raised its holdings in ONE Gas, Inc. (NYSE:OGS – Free Report) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Procyon Advisors LLC Has $1.99 Million Holdings in F5, Inc. $FFIV
Procyon Advisors LLC lifted its stake in F5, Inc. (NASDAQ:FFIV – Free Report) by 30.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Magnus Financial Group LLC Sells 17,164 Shares of Freedom 100 Emerging Markets ETF $FRDM
Magnus Financial Group LLC lessened its holdings in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 53.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 14,967... More of this article »
LXP Industrial Trust $LXP Shares Sold by Magnus Financial Group LLC
Magnus Financial Group LLC cut its position in LXP Industrial Trust (NYSE:LXP – Free Report) by 79.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Procyon Advisors LLC Acquires 25,048 Shares of Archer Daniels Midland Company $ADM
Procyon Advisors LLC increased its holdings in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 174.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Magnus Financial Group LLC Boosts Position in Goldman Sachs Dynamic California Municipal Income ETF $GCAL
Magnus Financial Group LLC raised its position in Goldman Sachs Dynamic California Municipal Income ETF (NYSEARCA:GCAL – Free Report) by 271.2% during the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
Procyon Advisors LLC Buys Shares of 131,985 Energy Transfer LP $ET
Procyon Advisors LLC purchased a new position in shares of Energy Transfer LP (NYSE:ET – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 131,985 shares... More of this article »
Magnus Financial Group LLC Has $1.68 Million Holdings in iShares MSCI USA Momentum Factor ETF $MTUM
Magnus Financial Group LLC cut its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 31.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Procyon Advisors LLC Increases Stake in Deere & Company $DE
Procyon Advisors LLC boosted its stake in Deere & Company (NYSE:DE – Free Report) by 36.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,321... More of this article »
Procyon Advisors LLC Has $7.77 Million Holdings in Eli Lilly and Company $LLY
Procyon Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 176.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Workday, Inc. $WDAY Shares Sold by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB cut its holdings in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 65.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
McDonald’s Corporation $MCD Shares Purchased by Procyon Advisors LLC
Procyon Advisors LLC increased its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 21.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
JPMorgan Chase & Co. Raises Holdings in REV Group, Inc. $REVG
JPMorgan Chase & Co. grew its holdings in REV Group, Inc. (NYSE:REVG – Free Report) by 111.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Procyon Advisors LLC Has $2.56 Million Stock Position in Fair Isaac Corporation $FICO
Procyon Advisors LLC increased its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 41.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Procyon Advisors LLC Acquires 4,254 Shares of Intuitive Surgical, Inc. $ISRG
Procyon Advisors LLC increased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 787.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Dell Technologies Inc. $DELL Stock Holdings Lifted by Procyon Advisors LLC
Procyon Advisors LLC increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 62.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 16,154 shares of the technology... More of this article »
Intuit Inc. $INTU Shares Acquired by Procyon Advisors LLC
Procyon Advisors LLC lifted its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 74.0% 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 »