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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 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 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 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 »
Legacy Private Trust Co. Invests $654,000 in Invesco BulletShares 2032 Municipal Bond ETF $BSMW
Legacy Private Trust Co. purchased a new position in shares of Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Grove Bank & Trust Sells 1,616 Shares of Synopsys, Inc. $SNPS
Grove Bank & Trust lessened its holdings in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 66.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
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 »
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 »
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 »
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 »