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Chevron Corporation $CVX Shares Acquired by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC increased its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
NorthCrest Asset Manangement LLC Grows Stock Holdings in Schwab Fundamental International Equity ETF $FNDF
NorthCrest Asset Manangement LLC grew its position in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 15.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
NorthCrest Asset Manangement LLC Sells 9,386 Shares of SPDR Portfolio S&P 500 ETF $SPLG
NorthCrest Asset Manangement LLC lowered its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 15.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Grove Bank & Trust Buys 5,365 Shares of Tesla, Inc. $TSLA
Grove Bank & Trust boosted its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 142.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,134 shares... More of this article »
NorthCrest Asset Manangement LLC Has $4.56 Million Holdings in Vanguard FTSE Emerging Markets ETF $VWO
NorthCrest Asset Manangement LLC grew its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 16.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
NorthCrest Asset Manangement LLC Has $4.93 Million Stock Holdings in GE Vernova Inc. $GEV
NorthCrest Asset Manangement LLC grew its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 341.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
NorthCrest Asset Manangement LLC Has $21.61 Million Position in Procter & Gamble Company (The) $PG
NorthCrest Asset Manangement LLC lessened its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Ameriprise Financial, Inc. $AMP Shares Bought by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC grew its holdings in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 22.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Legacy Private Trust Co. Buys Shares of 25,460 Invesco BulletShares 2033 Municipal Bond ETF $BSSX
Legacy Private Trust Co. purchased a new stake in Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
iShares MSCI EAFE Value ETF $EFV is Brave Asset Management Inc.’s Largest Position
Brave Asset Management Inc. raised its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares MSCI Intl Momentum Factor ETF $IMTM Shares Acquired by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC lifted its position in shares of iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 16.8% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
IFP Advisors Inc Boosts Stock Position in Invesco S&P 500 Momentum ETF $SPMO
IFP Advisors Inc grew its position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 98.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Gryphon Financial Partners LLC Has $738,000 Stock Holdings in Vanguard Total International Stock ETF $VXUS
Gryphon Financial Partners LLC increased its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 251.8% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Gryphon Financial Partners LLC Invests $581,000 in Vanguard S&P Mid-Cap 400 Growth ETF $IVOG
Gryphon Financial Partners LLC acquired a new stake in shares of Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Eli Lilly and Company $LLY Shares Purchased by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Barrick Mining Corporation $B Shares Bought by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd raised its holdings in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 14.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Gryphon Financial Partners LLC Invests $390,000 in APA Corporation $APA
Gryphon Financial Partners LLC purchased a new position in APA Corporation (NASDAQ:APA – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
NVIDIA Corporation $NVDA Position Cut by OMC Financial Services LTD
OMC Financial Services LTD decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
8,114 Shares in Bel Fuse Inc. $BELFB Purchased by Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC acquired a new stake in Bel Fuse Inc. (NASDAQ:BELFB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Oliver Luxxe Assets LLC Invests $1.10 Million in Thermon Group Holdings, Inc. $THR
Oliver Luxxe Assets LLC acquired a new position in shares of Thermon Group Holdings, Inc. (NYSE:THR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
JBR Co Financial Management Inc Trims Position in NVIDIA Corporation $NVDA
JBR Co Financial Management Inc reduced its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Oliver Luxxe Assets LLC Has $480,000 Holdings in Lumentum Holdings Inc. $LITE
Oliver Luxxe Assets LLC decreased its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 93.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
NVIDIA Corporation $NVDA Shares Purchased by Fulcrum Equity Management
Fulcrum Equity Management grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 65.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Hudson Bay Capital Management LP Has $795,000 Holdings in SkyWest, Inc. $SKYW
Hudson Bay Capital Management LP lessened its position in SkyWest, Inc. (NASDAQ:SKYW – Free Report) by 84.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Visa Inc. $V Shares Acquired by Procyon Advisors LLC
Procyon Advisors LLC lifted its holdings in Visa Inc. (NYSE:V – Free Report) by 13.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Procyon Advisors LLC Buys 4,167 Shares of CrowdStrike $CRWD
Procyon Advisors LLC increased its stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 341.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
New England Research & Management Inc. Buys 3,925 Shares of Visa Inc. $V
New England Research & Management Inc. increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 72.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Procyon Advisors LLC Has $2.19 Million Position in Waste Management, Inc. $WM
Procyon Advisors LLC cut its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 39.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Maridea Wealth Management LLC Sells 12,059 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Maridea Wealth Management LLC decreased its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 55.3% in the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Pilgrim’s Pride Corporation $PPC Shares Sold by Signet Financial Management LLC
Signet Financial Management LLC decreased its position in Pilgrim’s Pride Corporation (NASDAQ:PPC – Free Report) by 42.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Signet Financial Management LLC Acquires 1,992 Shares of American Express Company $AXP
Signet Financial Management LLC lifted its holdings in shares of American Express Company (NYSE:AXP – Free Report) by 257.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Maridea Wealth Management LLC Invests $624,000 in First Trust WCM Developing World Equity ETF $WCME
Maridea Wealth Management LLC bought a new stake in First Trust WCM Developing World Equity ETF (NYSEARCA:WCME – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Maridea Wealth Management LLC Reduces Stock Holdings in Strategy Inc $MSTR
Maridea Wealth Management LLC cut its holdings in Strategy Inc (NASDAQ:MSTR – Free Report) by 55.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,995 shares of the... More of this article »
Cohen & Steers Infrastructure Fund, Inc $UTF Shares Sold by Maridea Wealth Management LLC
Maridea Wealth Management LLC cut its holdings in Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 50.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Maridea Wealth Management LLC Cuts Stock Holdings in Lam Research Corporation $LRCX
Maridea Wealth Management LLC reduced its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 36.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Maridea Wealth Management LLC Has $836,000 Position in iShares MSCI USA Min Vol Factor ETF $USMV
Maridea Wealth Management LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 63.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Maridea Wealth Management LLC Invests $549,000 in Primerica, Inc. $PRI
Maridea Wealth Management LLC bought a new position in shares of Primerica, Inc. (NYSE:PRI – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Maridea Wealth Management LLC Cuts Position in Invesco S&P MidCap Momentum ETF $XMMO
Maridea Wealth Management LLC trimmed its position in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 35.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Maridea Wealth Management LLC Buys New Position in Applied Industrial Technologies, Inc. $AIT
Maridea Wealth Management LLC bought a new stake in shares of Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Maridea Wealth Management LLC Acquires New Position in Warby Parker Inc. $WRBY
Maridea Wealth Management LLC bought a new position in shares of Warby Parker Inc. (NYSE:WRBY – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Maridea Wealth Management LLC Boosts Stock Position in Align Technology, Inc. $ALGN
Maridea Wealth Management LLC boosted its stake in shares of Align Technology, Inc. (NASDAQ:ALGN – Free Report) by 125.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Nordea Investment Management AB Buys 2,355,268 Shares of Intel Corporation $INTC
Nordea Investment Management AB increased its position in Intel Corporation (NASDAQ:INTC – Free Report) by 550.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Maridea Wealth Management LLC Decreases Stake in Invesco QQQ $QQQ
Maridea Wealth Management LLC reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 31.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Analog Devices, Inc. $ADI Stock Position Raised by Nordea Investment Management AB
Nordea Investment Management AB grew its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 247.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV Shares Sold by Maridea Wealth Management LLC
Maridea Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 52.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Nordea Investment Management AB Increases Stock Position in Digital Realty Trust, Inc. $DLR
Nordea Investment Management AB raised its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 53.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Maridea Wealth Management LLC Sells 6,128 Shares of Vanguard Value ETF $VTV
Maridea Wealth Management LLC decreased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 53.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Coca-Cola Europacific Partners $CCEP Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB decreased its position in shares of Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) by 6.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »