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Gradient Investments LLC Raises Holdings in Innovator International Developed Power Buffer ETF – September $ISEP
Gradient Investments LLC grew its holdings in Innovator International Developed Power Buffer ETF – September (NYSEARCA:ISEP – Free Report) by 2.8% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Gradient Investments LLC Buys 8,429 Shares of Invesco NASDAQ 100 ETF $QQQM
Gradient Investments LLC grew its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Gradient Investments LLC Boosts Stake in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF $BBBS
Gradient Investments LLC lifted its position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (NYSEARCA:BBBS – Free Report) by 11.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV Shares Purchased by Gradient Investments LLC
Gradient Investments LLC increased its stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Free Report) by 11.0% in the fourth quarter, according to its most recent 13F filing with... More of this article »
Gradient Investments LLC Purchases 23,254 Shares of ConocoPhillips $COP
Gradient Investments LLC grew its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
DexCom, Inc. $DXCM Shares Acquired by Gradient Investments LLC
Gradient Investments LLC boosted its holdings in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 13.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 332,006 shares of the medical... More of this article »
M. Kulyk & Associates LLC Grows Stock Position in Schwab U.S. TIPS ETF $SCHP
M. Kulyk & Associates LLC increased its stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 124.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Gradient Investments LLC Purchases 87,563 Shares of DoubleLine Asset-Backed Securities ETF $DABS
Gradient Investments LLC boosted its position in shares of DoubleLine Asset-Backed Securities ETF (NYSEARCA:DABS – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Gradient Investments LLC Grows Position in Waste Connections, Inc. $WCN
Gradient Investments LLC increased its stake in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) by 18.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Gradient Investments LLC Has $26.15 Million Stake in AllianzIM U.S. Large Cap Buffer10 Jul ETF $JULT
Gradient Investments LLC cut its holdings in shares of AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT – Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Gradient Investments LLC Increases Stake in Jefferies Financial Group Inc. $JEF
Gradient Investments LLC increased its stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 807.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gradient Investments LLC Buys New Shares in The TJX Companies, Inc. $TJX
Gradient Investments LLC purchased a new position in The TJX Companies, Inc. (NYSE:TJX – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
KeyCorp $KEY Shares Purchased by Gradient Investments LLC
Gradient Investments LLC raised its stake in KeyCorp (NYSE:KEY – Free Report) by 797.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 897,563 shares of the... More of this article »
Kimberly-Clark Corporation $KMB Shares Sold by Signet Financial Management LLC
Signet Financial Management LLC lessened its position in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 50.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Hutchens & Kramer Investment Management Group LLC Buys 1,675 Shares of Invesco QQQ $QQQ
Hutchens & Kramer Investment Management Group LLC raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 43.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Sarasin & Partners LLP Lowers Stake in Walmart Inc. $WMT
Sarasin & Partners LLP lessened its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 37.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Maridea Wealth Management LLC Boosts Stake in JPMorgan Equity Premium Income ETF $JEPI
Maridea Wealth Management LLC boosted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 245.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Maridea Wealth Management LLC Decreases Stake in iShares Core S&P Mid-Cap ETF $IJH
Maridea Wealth Management LLC cut its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 65.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Nordea Investment Management AB Buys 631,315 Shares of Dell Technologies Inc. $DELL
Nordea Investment Management AB lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 437.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Nordea Investment Management AB Has $219.97 Million Holdings in MercadoLibre, Inc. $MELI
Nordea Investment Management AB increased its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Nordea Investment Management AB Reduces Stock Holdings in McDonald’s Corporation $MCD
Nordea Investment Management AB lessened its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 8.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
MassMutual Private Wealth & Trust FSB Sells 4,204 Shares of The Home Depot, Inc. $HD
MassMutual Private Wealth & Trust FSB cut its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Nordea Investment Management AB Has $239.63 Million Holdings in Cboe Global Markets, Inc. $CBOE
Nordea Investment Management AB raised its stake in Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 33.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Nordea Investment Management AB Lowers Holdings in Workday, Inc. $WDAY
Nordea Investment Management AB reduced its holdings in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 43.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Sound View Wealth Advisors Group LLC Purchases 5,457 Shares of ServiceNow, Inc. $NOW
Sound View Wealth Advisors Group LLC lifted its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 384.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Comfort Systems USA, Inc. $FIX Shares Purchased by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC boosted its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 64.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Regent Peak Wealth Advisors LLC Purchases 11,221 Shares of Netflix, Inc. $NFLX
Regent Peak Wealth Advisors LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 865.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 12,518 shares... More of this article »
NorthCrest Asset Manangement LLC Has $2.56 Million Stock Holdings in ServiceNow, Inc. $NOW
NorthCrest Asset Manangement LLC boosted its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 810.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 17,331 shares... More of this article »
Truist Financial Corporation $TFC Shares Sold by Sound View Wealth Advisors Group LLC
Sound View Wealth Advisors Group LLC lowered its stake in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 47.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Sound View Wealth Advisors Group LLC
Sound View Wealth Advisors Group LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 844.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sound View Wealth Advisors Group LLC Lowers Position in Vanguard Total Stock Market ETF $VTI
Sound View Wealth Advisors Group LLC decreased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
NorthCrest Asset Manangement LLC Lowers Position in Celestica, Inc. $CLS
NorthCrest Asset Manangement LLC decreased its stake in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 21.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,300... More of this article »
Sound View Wealth Advisors Group LLC Acquires 12,467 Shares of JPMorgan International Research Enhanced Equity ETF $JIRE
Sound View Wealth Advisors Group LLC boosted its holdings in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 272.9% during the fourth quarter, according to its most recent 13F filing with... More of this article »
NorthCrest Asset Manangement LLC Lowers Position in NiCE $NICE
NorthCrest Asset Manangement LLC decreased its position in shares of NiCE (NASDAQ:NICE – Free Report) by 52.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
NorthCrest Asset Manangement LLC Increases Stock Position in Arista Networks, Inc. $ANET
NorthCrest Asset Manangement LLC boosted its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 60.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
NorthCrest Asset Manangement LLC Increases Stock Position in Franklin International Aggregate Bond ETF $FLIA
NorthCrest Asset Manangement LLC increased its position in shares of Franklin International Aggregate Bond ETF (BATS:FLIA – Free Report) by 37.6% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
NorthCrest Asset Manangement LLC Acquires 2,948 Shares of VeriSign, Inc. $VRSN
NorthCrest Asset Manangement LLC boosted its holdings in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 41.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
NorthCrest Asset Manangement LLC Buys 9,183 Shares of Zoom Communications, Inc. $ZM
NorthCrest Asset Manangement LLC raised its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 55.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
NorthCrest Asset Manangement LLC Purchases 1,774 Shares of FedEx Corporation $FDX
NorthCrest Asset Manangement LLC boosted its position in FedEx Corporation (NYSE:FDX – Free Report) by 23.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
NorthCrest Asset Manangement LLC Grows Position in Simplify Managed Futures Strategy ETF $CTA
NorthCrest Asset Manangement LLC lifted its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 385.9% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Grove Bank & Trust Reduces Holdings in Aon plc $AON
Grove Bank & Trust lowered its position in shares of Aon plc (NYSE:AON – Free Report) by 69.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,358... More of this article »
NorthCrest Asset Manangement LLC Has $4.62 Million Stake in Angel Oak UltraShort Income ETF $UYLD
NorthCrest Asset Manangement LLC raised its stake in shares of Angel Oak UltraShort Income ETF (NASDAQ:UYLD – Free Report) by 38.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
NorthCrest Asset Manangement LLC Boosts Stake in Phillips 66 $PSX
NorthCrest Asset Manangement LLC grew its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 14.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Grove Bank & Trust Has $76.20 Million Holdings in Vanguard S&P 500 ETF $VOO
Grove Bank & Trust increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 121,504 shares... More of this article »
NorthCrest Asset Manangement LLC Has $3.28 Million Stock Holdings in iShares U.S. Treasury Bond ETF $GOVT
NorthCrest Asset Manangement LLC increased its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 34.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
NorthCrest Asset Manangement LLC Purchases 1,843 Shares of United Therapeutics Corporation $UTHR
NorthCrest Asset Manangement LLC grew its position in United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 32.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 7,537 shares of... More of this article »
Grove Bank & Trust Has $584,000 Holdings in Teledyne Technologies Incorporated $TDY
Grove Bank & Trust increased its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 2,387.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Johnson & Johnson $JNJ Shares Purchased by St. Louis Financial Planners Asset Management LLC
St. Louis Financial Planners Asset Management LLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 35.3% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »