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Appleton Partners Inc. MA Lowers Position in AbbVie Inc. $ABBV
Appleton Partners Inc. MA decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 11.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 34,177... More of this article »
Allworth Financial LP Purchases 3,309 Shares of Reinsurance Group of America, Incorporated $RGA
Allworth Financial LP grew its position in Reinsurance Group of America, Incorporated (NYSE:RGA – Free Report) by 453.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Appleton Partners Inc. MA Has $8.69 Million Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB
Appleton Partners Inc. MA raised its position in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 6.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Appleton Partners Inc. MA Has $10.34 Million Stake in SPDR Portfolio Intermediate Term Corporate Bond ETF $SPIB
Appleton Partners Inc. MA raised its stake in shares of SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Free Report) by 6.2% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Appleton Partners Inc. MA Takes Position in QXO, Inc. $QXO
Appleton Partners Inc. MA purchased a new stake in QXO, Inc. (NYSE:QXO – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 613,911... More of this article »
Appleton Partners Inc. MA Has $11.26 Million Stock Position in Kratos Defense & Security Solutions, Inc. $KTOS
Appleton Partners Inc. MA boosted its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Accelerate Investment Advisors LLC Buys 3,655 Shares of Texas Pacific Land Corporation $TPL
Accelerate Investment Advisors LLC boosted its stake in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 199.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC Stock Position Reduced by Appleton Partners Inc. MA
Appleton Partners Inc. MA lessened its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Allworth Financial LP Cuts Stake in Bain Capital Specialty Finance, Inc. $BCSF
Allworth Financial LP cut its holdings in shares of Bain Capital Specialty Finance, Inc. (NYSE:BCSF – Free Report) by 53.8% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Accelerate Investment Advisors LLC Sells 3,066 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Accelerate Investment Advisors LLC cut its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 32.1% in the fourth 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 Stock Holdings Boosted by Affinity Capital Advisors LLC
Affinity Capital Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
GE Vernova Inc. $GEV is Appleton Partners Inc. MA’s 10th Largest Position
Appleton Partners Inc. MA lowered its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
180 Wealth Advisors LLC Buys Shares of 17,116 Roundhill Daily 2X Long Magnificent Seven ETF $MAGX
180 Wealth Advisors LLC purchased a new stake in Roundhill Daily 2X Long Magnificent Seven ETF (BATS:MAGX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Allworth Financial LP Sells 22,455 Shares of Par Pacific Holdings, Inc. $PARR
Allworth Financial LP lowered its position in shares of Par Pacific Holdings, Inc. (NYSE:PARR – Free Report) by 44.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
AFG Fiduciary Services Limited Partnership Acquires 4,636,438 Shares of Apple Inc. $AAPL
AFG Fiduciary Services Limited Partnership boosted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 79,636.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,642,260... More of this article »
Allworth Financial LP Sells 210,028 Shares of SPDR Bloomberg Investment Grade Floating Rate ETF $FLRN
Allworth Financial LP cut its holdings in SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN – Free Report) by 85.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Appleton Partners Inc. MA Purchases 153,813 Shares of Netflix, Inc. $NFLX
Appleton Partners Inc. MA lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 916.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
180 Wealth Advisors LLC Buys Shares of 14,622 CoreWeave Inc. $CRWV
180 Wealth Advisors LLC purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
180 Wealth Advisors LLC Boosts Holdings in ServiceNow, Inc. $NOW
180 Wealth Advisors LLC grew its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 456.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
180 Wealth Advisors LLC Purchases 24,868 Shares of Netflix, Inc. $NFLX
180 Wealth Advisors LLC grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,119.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,090... More of this article »
Affinity Capital Advisors LLC Has $1.60 Million Stock Holdings in Netflix, Inc. $NFLX
Affinity Capital Advisors LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 905.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Grove Bank & Trust Boosts Stock Position in Netflix, Inc. $NFLX
Grove Bank & Trust boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,379.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
NorthCrest Asset Manangement LLC Acquires 81,975 Shares of Netflix, Inc. $NFLX
NorthCrest Asset Manangement LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2,184.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Legacy Private Trust Co. Buys 32,374 Shares of Netflix, Inc. $NFLX
Legacy Private Trust Co. increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,092.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Gryphon Financial Partners LLC Raises Holdings in Netflix, Inc. $NFLX
Gryphon Financial Partners LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 946.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Netflix, Inc. $NFLX Shares Bought by Old Port Advisors
Old Port Advisors grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 894.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Netflix, Inc. $NFLX Position Lifted by Profit Investment Management LLC
Profit Investment Management LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 900.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Invesco QQQ $QQQ Shares Sold by Sound View Wealth Advisors Group LLC
Sound View Wealth Advisors Group LLC decreased its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Grove Bank & Trust Acquires 1,481 Shares of iShares Core S&P 500 ETF $IVV
Grove Bank & Trust boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Lake Street Private Wealth LLC Buys 964 Shares of Invesco QQQ $QQQ
Lake Street Private Wealth LLC lifted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Tesla, Inc. $TSLA Shares Acquired by Legacy Private Trust Co.
Legacy Private Trust Co. lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Procyon Advisors LLC Sells 6,415 Shares of The Home Depot, Inc. $HD
Procyon Advisors LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 25.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
NorthCrest Asset Manangement LLC Raises Holdings in Chipotle Mexican Grill, Inc. $CMG
NorthCrest Asset Manangement LLC raised its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 111.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cambria Investment Management L.P. Raises Stock Position in NVIDIA Corporation $NVDA
Cambria Investment Management L.P. grew its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 26.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
NVIDIA Corporation $NVDA Shares Purchased by Eagle Wealth Strategies LLC
Eagle Wealth Strategies LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 25.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
NVIDIA Corporation $NVDA is Commons Capital LLC’s Largest Position
Commons Capital LLC lowered its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 20.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
iShares Core S&P 500 ETF $IVV Stake Cut by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
iShares Core S&P 500 ETF $IVV Shares Sold by Moller Wealth Partners
Moller Wealth Partners lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Legacy Private Trust Co. Lowers Stock Holdings in Walmart Inc. $WMT
Legacy Private Trust Co. lowered its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 4.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 113,330 shares of the retailer’s... More of this article »
Legacy Private Trust Co. Has $228.12 Million Holdings in iShares Core S&P 500 ETF $IVV
Legacy Private Trust Co. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Sanders Morris Harris LLC Reduces Stock Holdings in Invesco QQQ $QQQ
Sanders Morris Harris LLC cut its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 76.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,900... More of this article »
Magnus Financial Group LLC Sells 2,124 Shares of Johnson & Johnson $JNJ
Magnus Financial Group LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 9.9% 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 Acquires 9,102 Shares of Chevron Corporation $CVX
Gradient Investments LLC boosted its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Fulton Bank N.A. Has $9.39 Million Position in Netflix, Inc. $NFLX
Fulton Bank N.A. raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 903.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
NorthCrest Asset Manangement LLC Boosts Stock Holdings in Atlassian Corporation PLC $TEAM
NorthCrest Asset Manangement LLC lifted its position in shares of Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) by 260.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Grove Bank & Trust Has $63,000 Stock Holdings in Target Corporation $TGT
Grove Bank & Trust trimmed its stake in shares of Target Corporation (NYSE:TGT – Free Report) by 91.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
NorthCrest Asset Manangement LLC Boosts Holdings in Oracle Corporation $ORCL
NorthCrest Asset Manangement LLC grew its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Genesis Private Wealth LLC Buys Shares of 23,414 iShares Core S&P 500 ETF $IVV
Genesis Private Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »