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Dynamic Advisor Solutions LLC Sells 56,090 Shares of Dimensional U.S. Small Cap ETF $DFAS
Dynamic Advisor Solutions LLC reduced its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 21.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Carr Financial Group Corp Sells 34,482 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Carr Financial Group Corp decreased its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 65.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Decreases Stake in Fidelity Total Bond ETF $FBND
Dynamic Advisor Solutions LLC trimmed its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. Acquires 8,491 Shares of ONE Gas, Inc. $OGS
JPMorgan Chase & Co. raised its holdings in ONE Gas, Inc. (NYSE:OGS – Free Report) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Procyon Advisors LLC Has $1.99 Million Holdings in F5, Inc. $FFIV
Procyon Advisors LLC lifted its stake in F5, Inc. (NASDAQ:FFIV – Free Report) by 30.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Magnus Financial Group LLC Has $1.68 Million Holdings in iShares MSCI USA Momentum Factor ETF $MTUM
Magnus Financial Group LLC cut its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 31.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Magnus Financial Group LLC Sells 17,164 Shares of Freedom 100 Emerging Markets ETF $FRDM
Magnus Financial Group LLC lessened its holdings in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 53.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 14,967... More of this article »
LXP Industrial Trust $LXP Shares Sold by Magnus Financial Group LLC
Magnus Financial Group LLC cut its position in LXP Industrial Trust (NYSE:LXP – Free Report) by 79.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Procyon Advisors LLC Acquires 25,048 Shares of Archer Daniels Midland Company $ADM
Procyon Advisors LLC increased its holdings in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 174.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Magnus Financial Group LLC Boosts Position in Goldman Sachs Dynamic California Municipal Income ETF $GCAL
Magnus Financial Group LLC raised its position in Goldman Sachs Dynamic California Municipal Income ETF (NYSEARCA:GCAL – Free Report) by 271.2% during the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
Procyon Advisors LLC Buys Shares of 131,985 Energy Transfer LP $ET
Procyon Advisors LLC purchased a new position in shares of Energy Transfer LP (NYSE:ET – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 131,985 shares... More of this article »
Procyon Advisors LLC Increases Stake in Deere & Company $DE
Procyon Advisors LLC boosted its stake in Deere & Company (NYSE:DE – Free Report) by 36.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,321... More of this article »
Procyon Advisors LLC Has $7.77 Million Holdings in Eli Lilly and Company $LLY
Procyon Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 176.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Workday, Inc. $WDAY Shares Sold by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB cut its holdings in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 65.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
McDonald’s Corporation $MCD Shares Purchased by Procyon Advisors LLC
Procyon Advisors LLC increased its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 21.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
JPMorgan Chase & Co. Raises Holdings in REV Group, Inc. $REVG
JPMorgan Chase & Co. grew its holdings in REV Group, Inc. (NYSE:REVG – Free Report) by 111.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Procyon Advisors LLC Increases Holdings in Carlisle Companies Incorporated $CSL
Procyon Advisors LLC raised its holdings in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 318.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Procyon Advisors LLC Has $2.56 Million Stock Position in Fair Isaac Corporation $FICO
Procyon Advisors LLC increased its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 41.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Procyon Advisors LLC Acquires 4,254 Shares of Intuitive Surgical, Inc. $ISRG
Procyon Advisors LLC increased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 787.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Dell Technologies Inc. $DELL Stock Holdings Lifted by Procyon Advisors LLC
Procyon Advisors LLC increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 62.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 16,154 shares of the technology... More of this article »
Intuit Inc. $INTU Shares Acquired by Procyon Advisors LLC
Procyon Advisors LLC lifted its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 74.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Procyon Advisors LLC Purchases 14,499 Shares of ServiceNow, Inc. $NOW
Procyon Advisors LLC increased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 956.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Procyon Advisors LLC Has $2.87 Million Stock Holdings in Otis Worldwide Corporation $OTIS
Procyon Advisors LLC lifted its holdings in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 119.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Magnus Financial Group LLC Makes New Investment in Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR
Magnus Financial Group LLC acquired a new stake in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Magnus Financial Group LLC Decreases Stock Holdings in Janus Henderson B-BBB CLO ETF $JBBB
Magnus Financial Group LLC lowered its position in shares of Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 49.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Procyon Advisors LLC Raises Holdings in Advanced Micro Devices, Inc. $AMD
Procyon Advisors LLC grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 186.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Magnus Financial Group LLC Invests $560,000 in Goldman Sachs Municipal Income ETF $GMUB
Magnus Financial Group LLC acquired a new stake in Goldman Sachs Municipal Income ETF (NYSEARCA:GMUB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Enterprise Products Partners L.P. $EPD Shares Acquired by Procyon Advisors LLC
Procyon Advisors LLC increased its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 972.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Magnus Financial Group LLC Invests $608,000 in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
Magnus Financial Group LLC purchased a new position in Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
BondBloxx Private Credit CLO ETF $PCMM Shares Sold by Magnus Financial Group LLC
Magnus Financial Group LLC reduced its position in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM – Free Report) by 76.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Procyon Advisors LLC Makes New Investment in MercadoLibre, Inc. $MELI
Procyon Advisors LLC purchased a new stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Procyon Advisors LLC Acquires Shares of 45,338 Goldman Sachs Ultra Short Bond ETF $GSST
Procyon Advisors LLC bought a new position in Goldman Sachs Ultra Short Bond ETF (BATS:GSST – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Argent Capital Management LLC Decreases Position in NVIDIA Corporation $NVDA
Argent Capital Management LLC decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
NVIDIA Corporation $NVDA Shares Acquired by Arlington Capital Management Inc.
Arlington Capital Management Inc. lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 65.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 69,552... More of this article »
Hilltop National Bank Sells 5,859 Shares of Zoetis Inc. $ZTS
Hilltop National Bank reduced its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 96.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Breakwater Capital Group Lowers Stock Position in iShares MSCI EAFE Growth ETF $EFG
Breakwater Capital Group cut its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
MassMutual Private Wealth & Trust FSB Trims Stock Position in Walmart Inc. $WMT
MassMutual Private Wealth & Trust FSB lessened its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Rocket Companies, Inc. $RKT Shares Purchased by MassMutual Private Wealth & Trust FSB
MassMutual Private Wealth & Trust FSB raised its holdings in Rocket Companies, Inc. (NYSE:RKT – Free Report) by 12,104.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Visa Inc. $V Shares Purchased by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC increased its holdings in Visa Inc. (NYSE:V – Free Report) by 5.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 41,178... More of this article »
Harbor Investment Advisory LLC Sells 7,161 Shares of T-Mobile US, Inc. $TMUS
Harbor Investment Advisory LLC cut its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 75.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,291 shares... More of this article »
MassMutual Private Wealth & Trust FSB Lowers Holdings in Visa Inc. $V
MassMutual Private Wealth & Trust FSB reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Norman Fields Gottscho Capital Management LLC Has $32.49 Million Stock Position in Visa Inc. $V
Norman Fields Gottscho Capital Management LLC trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Trims Holdings in Vanguard Growth ETF $VUG
Dynamic Advisor Solutions LLC lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 20.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Sagespring Wealth Partners LLC Invests $1.11 Million in Innovator U.S. Equity Buffer ETF – December $BDEC
Sagespring Wealth Partners LLC purchased a new stake in Innovator U.S. Equity Buffer ETF – December (BATS:BDEC – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 22,332... More of this article »
Broadcom Inc. $AVGO Stock Holdings Lessened by St. Louis Financial Planners Asset Management LLC
St. Louis Financial Planners Asset Management LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Hudson Bay Capital Management LP Cuts Stock Position in S&P Global Inc. $SPGI
Hudson Bay Capital Management LP trimmed its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 84.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
IFP Advisors Inc Takes Position in Mohawk Industries, Inc. $MHK
IFP Advisors Inc purchased a new position in Mohawk Industries, Inc. (NYSE:MHK – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
IFP Advisors Inc Decreases Position in Dimensional U.S. Core Equity 2 ETF $DFAC
IFP Advisors Inc decreased its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 48.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 31,574 shares... More of this article »