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Gradient Investments LLC Raises Holdings in Edison International $EIX
Gradient Investments LLC increased its stake in shares of Edison International (NYSE:EIX – Free Report) by 949.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Gradient Investments LLC Has $16.96 Million Holdings in Astrazeneca Plc $AZN
Gradient Investments LLC lifted its stake in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 1,098.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Stephens Group Asset Management LLC Grows Stock Position in Vanguard Mid-Cap Value ETF $VOE
Stephens Group Asset Management LLC lifted its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Gradient Investments LLC Purchases 12,890 Shares of Ecolab Inc. $ECL
Gradient Investments LLC boosted its position in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 14.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Gradient Investments LLC Purchases 13,806 Shares of DoubleLine Commercial Real Estate ETF $DCRE
Gradient Investments LLC grew its position in DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE – Free Report) by 4.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
ASML Holding N.V. $ASML Stake Increased by Gradient Investments LLC
Gradient Investments LLC lifted its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 424.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Gradient Investments LLC Cuts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Gradient Investments LLC lowered its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 70.8% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Fulton Bank N.A. Cuts Position in Amphenol Corporation $APH
Fulton Bank N.A. reduced its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 15.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
O Keefe Stevens Advisory Inc. Cuts Position in Perrigo Company plc $PRGO
O Keefe Stevens Advisory Inc. decreased its position in Perrigo Company plc (NYSE:PRGO – Free Report) by 25.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Spartan Planning & Wealth Management Sells 7,697 Shares of iShares 0-5 Year TIPS Bond ETF $STIP
Spartan Planning & Wealth Management trimmed its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 30.7% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Fulton Bank N.A. Sells 531,626 Shares of Fulton Financial Corporation $FULT
Fulton Bank N.A. lowered its stake in Fulton Financial Corporation (NASDAQ:FULT – Free Report) by 30.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Gradient Investments LLC Has $68.45 Million Position in iShares U.S. Tech Independence Focused ETF $IETC
Gradient Investments LLC lifted its stake in shares of iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 7.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Gradient Investments LLC Raises Stock Holdings in SPDR Portfolio Short Term Treasury ETF $SPTS
Gradient Investments LLC boosted its stake in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
O Keefe Stevens Advisory Inc. Has $6.95 Million Stake in Weyerhaeuser Company $WY
O Keefe Stevens Advisory Inc. lowered its position in Weyerhaeuser Company (NYSE:WY – Free Report) by 20.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
AbbVie Inc. $ABBV Shares Sold by Fulton Bank N.A.
Fulton Bank N.A. cut its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 47,086 shares of... More of this article »
O Keefe Stevens Advisory Inc. Has $15.94 Million Holdings in Sphere Entertainment Co. $SPHR
O Keefe Stevens Advisory Inc. lessened its position in Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 18.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Janus Henderson AAA CLO ETF $JAAA Shares Acquired by Gradient Investments LLC
Gradient Investments LLC lifted its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 8.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Stephens Group Asset Management LLC Buys 7,008 Shares of Vanguard Mid-Cap Growth ETF $VOT
Stephens Group Asset Management LLC lifted its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Gradient Investments LLC Grows Position in Costco Wholesale Corporation $COST
Gradient Investments LLC raised its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 28,345 shares... More of this article »
Vanguard Growth ETF $VUG Stake Raised by Stephens Group Asset Management LLC
Stephens Group Asset Management LLC lifted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
O Keefe Stevens Advisory Inc. Grows Holdings in Compass Minerals International, Inc. $CMP
O Keefe Stevens Advisory Inc. boosted its position in Compass Minerals International, Inc. (NYSE:CMP – Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Spartan Planning & Wealth Management Purchases 89,526 Shares of iShares 3-7 Year Treasury Bond ETF $IEI
Spartan Planning & Wealth Management grew its position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 192.4% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Fulton Bank N.A. Boosts Stock Position in Oracle Corporation $ORCL
Fulton Bank N.A. grew its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 20.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
SPDR SSGA Apollo IG Public & Private Credit ETF $PRIV Shares Bought by Gradient Investments LLC
Gradient Investments LLC lifted its position in shares of SPDR SSGA Apollo IG Public & Private Credit ETF (NYSEARCA:PRIV – Free Report) by 10.5% in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Fulton Bank N.A. Acquires 70,373 Shares of Dimensional US High Profitability ETF $DUHP
Fulton Bank N.A. raised its holdings in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 7.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Gradient Investments LLC Sells 13,310 Shares of Quanta Services, Inc. $PWR
Gradient Investments LLC lowered its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 18.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 57,159... More of this article »
Stephens Group Asset Management LLC Raises Holdings in Vanguard Small-Cap Value ETF $VBR
Stephens Group Asset Management LLC boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Gradient Investments LLC Purchases 10,497 Shares of Insulet Corporation $PODD
Gradient Investments LLC raised its position in shares of Insulet Corporation (NASDAQ:PODD – Free Report) by 17.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Spartan Planning & Wealth Management Acquires Shares of 4,783 Merck & Co., Inc. $MRK
Spartan Planning & Wealth Management bought a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Spartan Planning & Wealth Management Takes $611,000 Position in CocaCola Company (The) $KO
Spartan Planning & Wealth Management purchased a new stake in CocaCola Company (The) (NYSE:KO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Gradient Investments LLC Takes $20.06 Million Position in Intuitive Surgical, Inc. $ISRG
Gradient Investments LLC acquired a new position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 35,412 shares of the medical... More of this article »
Gradient Investments LLC Lowers Position in Baker Hughes Company $BKR
Gradient Investments LLC trimmed its position in shares of Baker Hughes Company (NASDAQ:BKR – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Fulton Bank N.A. Raises Position in iShares Core MSCI EAFE ETF $IEFA
Fulton Bank N.A. raised its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 49.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Spartan Planning & Wealth Management Has $1.13 Million Position in SPDR Bloomberg International Treasury Bond ETF $BWX
Spartan Planning & Wealth Management lessened its position in shares of SPDR Bloomberg International Treasury Bond ETF (NYSEARCA:BWX – Free Report) by 74.1% in the fourth quarter, according to the company in its most recent... More of this article »
Gradient Investments LLC Has $19.76 Million Stock Holdings in Vertex Pharmaceuticals Incorporated $VRTX
Gradient Investments LLC boosted its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core S&P 500 ETF $IVV Shares Purchased by Gradient Investments LLC
Gradient Investments LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Southwest Airlines Co. $LUV Stock Holdings Trimmed by Gradient Investments LLC
Gradient Investments LLC lowered its position in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 12.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Gradient Investments LLC Acquires 132,035 Shares of Citigroup Inc. $C
Gradient Investments LLC increased its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 564.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Morgan Stanley $MS Shares Sold by Gradient Investments LLC
Gradient Investments LLC reduced its stake in Morgan Stanley (NYSE:MS – Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 329,766 shares... More of this article »
Gradient Investments LLC Has $21.57 Million Position in PayPal Holdings, Inc. $PYPL
Gradient Investments LLC raised its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 7.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Gradient Investments LLC Cuts Stake in The Goldman Sachs Group, Inc. $GS
Gradient Investments LLC reduced its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Target Corporation $TGT Holdings Raised by Gradient Investments LLC
Gradient Investments LLC lifted its position in shares of Target Corporation (NYSE:TGT – Free Report) by 61.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Gradient Investments LLC Raises Stock Position in Innovator Deepwater Frontier Tech ETF $LOUP
Gradient Investments LLC grew its stake in Innovator Deepwater Frontier Tech ETF (NYSEARCA:LOUP – Free Report) by 13.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Gradient Investments LLC Sells 320,301 Shares of Innovator Gradient Tactical Rotation Strategy ETF $IGTR
Gradient Investments LLC reduced its stake in Innovator Gradient Tactical Rotation Strategy ETF (NYSEARCA:IGTR – Free Report) by 15.7% during the fourth quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Cohen & Steers Natural Resources Active ETF $CSNR Shares Acquired by Gradient Investments LLC
Gradient Investments LLC increased its stake in shares of Cohen & Steers Natural Resources Active ETF (NYSEARCA:CSNR – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Gradient Investments LLC Raises Position in Medtronic PLC $MDT
Gradient Investments LLC raised its position in Medtronic PLC (NYSE:MDT – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Global X MLP ETF $MLPA Shares Acquired by Gradient Investments LLC
Gradient Investments LLC increased its holdings in Global X MLP ETF (NYSEARCA:MLPA – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Gradient Investments LLC Has $20.51 Million Stake in Cintas Corporation $CTAS
Gradient Investments LLC boosted its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 9,549.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »