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Diversified Trust Co. Has $14.10 Million Stock Position in AbbVie Inc. $ABBV
Diversified Trust Co. boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Dynamic Advisor Solutions LLC Sells 4,153 Shares of Intuitive Surgical, Inc. $ISRG
Dynamic Advisor Solutions LLC decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 36.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Breakwater Capital Group Makes New Investment in iShares MSCI USA Quality GARP ETF $GARP
Breakwater Capital Group bought a new position in shares of iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Cuts Stake in iShares 0-3 Month Treasury Bond ETF $SGOV
Diversified Trust Co. lessened its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 22.5% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Dynamic Advisor Solutions LLC Has $4.81 Million Holdings in Dimensional International Small Cap ETF $DFIS
Dynamic Advisor Solutions LLC lessened its position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 19.7% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Dynamic Advisor Solutions LLC Sells 28,117 Shares of Schwab Fundamental International Small Equity ETF $FNDC
Dynamic Advisor Solutions LLC trimmed its position in shares of Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC – Free Report) by 19.6% during the 4th quarter, according to its most recent 13F filing with the... More of this article »
Cyndeo Wealth Partners LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG
Cyndeo Wealth Partners LLC lessened its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 82.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
IQVIA Holdings Inc. $IQV Shares Acquired by Diversified Trust Co.
Diversified Trust Co. boosted its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 14.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Diversified Trust Co. Acquires 3,966 Shares of Vanguard Dividend Appreciation ETF $VIG
Diversified Trust Co. increased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
McDonald’s Corporation $MCD Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,947... More of this article »
Breakwater Capital Group Buys Shares of 10,412 Fidelity Quality Factor ETF $FQAL
Breakwater Capital Group purchased a new stake in shares of Fidelity Quality Factor ETF (NYSEARCA:FQAL – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Novo Nordisk A/S $NVO Holdings Lifted by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 70.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Reduces Stock Position in Procter & Gamble Company (The) $PG
Dynamic Advisor Solutions LLC reduced its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 26.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Acquires New Holdings in Jabil, Inc. $JBL
Cyndeo Wealth Partners LLC bought a new stake in shares of Jabil, Inc. (NYSE:JBL – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 2,056 shares of the technology company’s... More of this article »
Diversified Trust Co. Raises Stake in Bank of America Corporation $BAC
Diversified Trust Co. lifted its stake in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Simplify Hedged Equity ETF $HEQT Position Lowered by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its position in Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 17.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Diversified Trust Co. Sells 5,014 Shares of American Express Company $AXP
Diversified Trust Co. decreased its position in American Express Company (NYSE:AXP) by 11.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,236 shares of the payment... More of this article »
Diversified Trust Co. Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Diversified Trust Co. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 49.5% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Grows Position in Darden Restaurants, Inc. $DRI
Dynamic Advisor Solutions LLC boosted its stake in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 478.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Capital Group Core Equity ETF $CGUS Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 39.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Diversified Trust Co. Acquires 759,233 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Diversified Trust Co. lifted its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 16.9% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Philip Morris International Inc. $PM Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 16.0% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Capital Group Core Bond ETF $CGCB Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its holdings in Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) by 31.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Emerging Markets Government Bond ETF $VWOB Shares Bought by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC raised its stake in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 33.2% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
John Hancock Multifactor Mid Cap ETF $JHMM Shares Sold by Cooper Financial Group
Cooper Financial Group lessened its position in John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 83.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Diversified Trust Co. Has $48.92 Million Stake in Vanguard Total Stock Market ETF $VTI
Diversified Trust Co. increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 32.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Assenagon Asset Management S.A. Grows Stock Position in Intuit Inc. $INTU
Assenagon Asset Management S.A. increased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 155.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
CWA Asset Management Group LLC Sells 16,595 Shares of EOG Resources, Inc. $EOG
CWA Asset Management Group LLC trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 65.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Takes Position in iShares Bitcoin Trust ETF $IBIT
Cyndeo Wealth Partners LLC bought a new position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Cyndeo Wealth Partners LLC Decreases Stock Holdings in Salesforce Inc. $CRM
Cyndeo Wealth Partners LLC decreased its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 82.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Assenagon Asset Management S.A. Has $377.58 Million Stock Holdings in Vertex Pharmaceuticals Incorporated $VRTX
Assenagon Asset Management S.A. lifted its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 9.1% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Sprott Gold Miners ETF $SGDM Shares Sold by CWA Asset Management Group LLC
CWA Asset Management Group LLC cut its holdings in shares of Sprott Gold Miners ETF (NYSEARCA:SGDM – Free Report) by 37.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Assenagon Asset Management S.A. Increases Stake in Marsh & McLennan Companies, Inc. $MRSH
Assenagon Asset Management S.A. raised its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 9,455.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Omnicom Group Inc. $OMC Shares Sold by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC cut its holdings in Omnicom Group Inc. (NYSE:OMC – Free Report) by 92.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Atlas Brown Inc. Buys 16,594 Shares of Netflix, Inc. $NFLX
Atlas Brown Inc. raised its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 896.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Assenagon Asset Management S.A. Boosts Position in The TJX Companies, Inc. $TJX
Assenagon Asset Management S.A. raised its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 99.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Assenagon Asset Management S.A. Has $584.53 Million Stake in Netflix, Inc. $NFLX
Assenagon Asset Management S.A. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 983.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Capital One Financial Corporation $COF Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lowered its holdings in Capital One Financial Corporation (NYSE:COF) by 42.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Takes Position in Fidelity Enhanced Mid Cap ETF $FMDE
Cyndeo Wealth Partners LLC acquired a new stake in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 21,626 shares... More of this article »
Salesforce Inc. $CRM Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. reduced its position in Salesforce Inc. (NYSE:CRM – Free Report) by 69.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
CWA Asset Management Group LLC Purchases New Shares in Ecopetrol S.A. $EC
CWA Asset Management Group LLC purchased a new position in shares of Ecopetrol S.A. (NYSE:EC – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Assenagon Asset Management S.A. Boosts Holdings in NVR, Inc. $NVR
Assenagon Asset Management S.A. grew its stake in shares of NVR, Inc. (NYSE:NVR – Free Report) by 104.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
CWA Asset Management Group LLC Sells 219,313 Shares of The Mosaic Company $MOS
CWA Asset Management Group LLC trimmed its position in The Mosaic Company (NYSE:MOS – Free Report) by 86.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Cyndeo Wealth Partners LLC Has $26.91 Million Stake in Johnson & Johnson $JNJ
Cyndeo Wealth Partners LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 25.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Edwards Lifesciences Corporation $EW Shares Acquired by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. boosted its stake in Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 39.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Microchip Technology Incorporated $MCHP Shares Acquired by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. lifted its position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Assenagon Asset Management S.A. Has $181.30 Million Stake in Expand Energy Corporation $EXE
Assenagon Asset Management S.A. increased its stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 88.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,642,779... More of this article »
Assenagon Asset Management S.A. Lowers Stock Position in Ciena Corporation $CIEN
Assenagon Asset Management S.A. reduced its position in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 49.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »