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Image for Clear Trail Advisors LLC Makes New Investment in American Express Company $AXP

Clear Trail Advisors LLC Makes New Investment in American Express Company $AXP

Clear Trail Advisors LLC acquired a new stake in American Express Company (NYSE:AXP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,517... More of this article »
Image for Clear Trail Advisors LLC Acquires New Position in CocaCola Company (The) $KO

Clear Trail Advisors LLC Acquires New Position in CocaCola Company (The) $KO

Clear Trail Advisors LLC acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 42,154... More of this article »
Image for Capital Asset Advisory Services LLC Has $50.86 Million Stock Position in iShares Treasury Floating Rate Bond ETF $TFLO

Capital Asset Advisory Services LLC Has $50.86 Million Stock Position in iShares Treasury Floating Rate Bond ETF $TFLO

Capital Asset Advisory Services LLC cut its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 24.9% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Clear Trail Advisors LLC Purchases New Shares in Emerson Electric Co. $EMR

Clear Trail Advisors LLC Purchases New Shares in Emerson Electric Co. $EMR

Clear Trail Advisors LLC acquired a new stake in Emerson Electric Co. (NYSE:EMR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for Clear Trail Advisors LLC Takes $561,000 Position in Microchip Technology Incorporated $MCHP

Clear Trail Advisors LLC Takes $561,000 Position in Microchip Technology Incorporated $MCHP

Clear Trail Advisors LLC bought a new position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 8,802 shares... More of this article »
Image for Carderock Capital Management Inc. Sells 84,637 Shares of Chipotle Mexican Grill, Inc. $CMG

Carderock Capital Management Inc. Sells 84,637 Shares of Chipotle Mexican Grill, Inc. $CMG

Carderock Capital Management Inc. decreased its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 93.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for Community Trust & Investment Co. Lowers Position in Zoetis Inc. $ZTS

Community Trust & Investment Co. Lowers Position in Zoetis Inc. $ZTS

Community Trust & Investment Co. trimmed its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Chevron Corporation $CVX Shares Sold by Community Trust & Investment Co.

Chevron Corporation $CVX Shares Sold by Community Trust & Investment Co.

Community Trust & Investment Co. cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for AbbVie Inc. $ABBV is BDF Gestion’s 10th Largest Position

AbbVie Inc. $ABBV is BDF Gestion’s 10th Largest Position

BDF Gestion grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 28.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Zoetis Inc. $ZTS Shares Purchased by Central Bank & Trust Co.

Zoetis Inc. $ZTS Shares Purchased by Central Bank & Trust Co.

Central Bank & Trust Co. raised its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 54.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Aventura Private Wealth LLC Makes New $1.65 Million Investment in Alphabet Inc. $GOOGL

Aventura Private Wealth LLC Makes New $1.65 Million Investment in Alphabet Inc. $GOOGL

Aventura Private Wealth LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Community Trust & Investment Co. Has $4.84 Million Position in Chipotle Mexican Grill, Inc. $CMG

Community Trust & Investment Co. Has $4.84 Million Position in Chipotle Mexican Grill, Inc. $CMG

Community Trust & Investment Co. lessened its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 25.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Central Bank & Trust Co. Buys 7,938 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Central Bank & Trust Co. Buys 7,938 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Central Bank & Trust Co. grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for ASML Holding N.V. $ASML Shares Purchased by Diversified Trust Co.

ASML Holding N.V. $ASML Shares Purchased by Diversified Trust Co.

Diversified Trust Co. raised its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 281.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Avanza Fonder AB Increases Position in Chubb Limited $CB

Avanza Fonder AB Increases Position in Chubb Limited $CB

Avanza Fonder AB raised its holdings in Chubb Limited (NYSE:CB – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 29,917... More of this article »
Image for Avanza Fonder AB Sells 4,411 Shares of Applied Materials, Inc. $AMAT

Avanza Fonder AB Sells 4,411 Shares of Applied Materials, Inc. $AMAT

Avanza Fonder AB cut its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Avanza Fonder AB Sells 4,738 Shares of Citigroup Inc. $C

Avanza Fonder AB Sells 4,738 Shares of Citigroup Inc. $C

Avanza Fonder AB reduced its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Dynamic Advisor Solutions LLC Has $5.33 Million Holdings in Palo Alto Networks, Inc. $PANW

Dynamic Advisor Solutions LLC Has $5.33 Million Holdings in Palo Alto Networks, Inc. $PANW

Dynamic Advisor Solutions LLC trimmed its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 15.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Dynamic Advisor Solutions LLC Boosts Holdings in Netflix, Inc. $NFLX

Dynamic Advisor Solutions LLC Boosts Holdings in Netflix, Inc. $NFLX

Dynamic Advisor Solutions LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 621.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Carr Financial Group Corp Acquires 8,633 Shares of Netflix, Inc. $NFLX

Carr Financial Group Corp Acquires 8,633 Shares of Netflix, Inc. $NFLX

Carr Financial Group Corp lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 896.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Diversified Trust Co. Boosts Stock Holdings in Comcast Corporation $CMCSA

Diversified Trust Co. Boosts Stock Holdings in Comcast Corporation $CMCSA

Diversified Trust Co. grew its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 11.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Elevation Wealth Partners LLC Grows Stock Position in Invesco QQQ $QQQ

Elevation Wealth Partners LLC Grows Stock Position in Invesco QQQ $QQQ

Elevation Wealth Partners LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 123.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for DDFG Inc Has $3.67 Million Holdings in Exxon Mobil Corporation $XOM

DDFG Inc Has $3.67 Million Holdings in Exxon Mobil Corporation $XOM

DDFG Inc grew its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 12.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for AT&T Inc. $T Shares Sold by Dynamic Advisor Solutions LLC

AT&T Inc. $T Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC lessened its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 24.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Dynamic Advisor Solutions LLC Reduces Stake in Invesco QQQ $QQQ

Dynamic Advisor Solutions LLC Reduces Stake in Invesco QQQ $QQQ

Dynamic Advisor Solutions LLC trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Chickasaw Capital Management LLC Increases Stock Holdings in Targa Resources, Inc. $TRGP

Chickasaw Capital Management LLC Increases Stock Holdings in Targa Resources, Inc. $TRGP

Chickasaw Capital Management LLC boosted its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for E. Ohman J or Asset Management AB Increases Stock Holdings in Gilead Sciences, Inc. $GILD

E. Ohman J or Asset Management AB Increases Stock Holdings in Gilead Sciences, Inc. $GILD

E. Ohman J or Asset Management AB raised its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 22.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for 180 Wealth Advisors LLC Boosts Holdings in Agnico Eagle Mines Limited $AEM

180 Wealth Advisors LLC Boosts Holdings in Agnico Eagle Mines Limited $AEM

180 Wealth Advisors LLC raised its holdings in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 184.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Contravisory Investment Management Inc. Cuts Position in Automatic Data Processing, Inc. $ADP

Contravisory Investment Management Inc. Cuts Position in Automatic Data Processing, Inc. $ADP

Contravisory Investment Management Inc. decreased its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 15.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for UnitedHealth Group Incorporated $UNH Shares Sold by Appleton Partners Inc. MA

UnitedHealth Group Incorporated $UNH Shares Sold by Appleton Partners Inc. MA

Appleton Partners Inc. MA cut its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 42,857 shares... More of this article »
Image for Assenagon Asset Management S.A. Sells 278,705 Shares of UnitedHealth Group Incorporated $UNH

Assenagon Asset Management S.A. Sells 278,705 Shares of UnitedHealth Group Incorporated $UNH

Assenagon Asset Management S.A. cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 22.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Constitution Capital LLC Has $1.61 Million Position in American Electric Power Company, Inc. $AEP

Constitution Capital LLC Has $1.61 Million Position in American Electric Power Company, Inc. $AEP

Constitution Capital LLC boosted its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 49.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Congress Asset Management Co. Buys 38,660 Shares of Federal Signal Corporation $FSS

Congress Asset Management Co. Buys 38,660 Shares of Federal Signal Corporation $FSS

Congress Asset Management Co. grew its stake in shares of Federal Signal Corporation (NYSE:FSS – Free Report) by 7.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Constitution Capital LLC Sells 3,085 Shares of UnitedHealth Group Incorporated $UNH

Constitution Capital LLC Sells 3,085 Shares of UnitedHealth Group Incorporated $UNH

Constitution Capital LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 31.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for GE Aerospace $GE Shares Purchased by Contravisory Investment Management Inc.

GE Aerospace $GE Shares Purchased by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. raised its position in GE Aerospace (NYSE:GE – Free Report) by 859.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for NVIDIA Corporation $NVDA Position Lessened by AAFMAA Wealth Management & Trust LLC

NVIDIA Corporation $NVDA Position Lessened by AAFMAA Wealth Management & Trust LLC

AAFMAA Wealth Management & Trust LLC reduced its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for 37,300 Shares in Halliburton Company $HAL Purchased by Contravisory Investment Management Inc.

37,300 Shares in Halliburton Company $HAL Purchased by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. purchased a new stake in Halliburton Company (NYSE:HAL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Atlas Brown Inc. Grows Stake in Venture Global, Inc. $VG

Atlas Brown Inc. Grows Stake in Venture Global, Inc. $VG

Atlas Brown Inc. raised its position in Venture Global, Inc. (NYSE:VG – Free Report) by 290.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Assenagon Asset Management S.A. Buys 1,220,768 Shares of JFrog Ltd. $FROG

Assenagon Asset Management S.A. Buys 1,220,768 Shares of JFrog Ltd. $FROG

Assenagon Asset Management S.A. lifted its stake in shares of JFrog Ltd. (NASDAQ:FROG – Free Report) by 378.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,543,011... More of this article »
Image for Asempa Wealth Advisors Makes New $1.79 Million Investment in The Home Depot, Inc. $HD

Asempa Wealth Advisors Makes New $1.79 Million Investment in The Home Depot, Inc. $HD

Asempa Wealth Advisors acquired a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Assenagon Asset Management S.A. Has $94.69 Million Stake in Spotify Technology $SPOT

Assenagon Asset Management S.A. Has $94.69 Million Stake in Spotify Technology $SPOT

Assenagon Asset Management S.A. raised its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 90.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 163,057... More of this article »
Image for Cyndeo Wealth Partners LLC Trims Holdings in Meta Platforms, Inc. $META

Cyndeo Wealth Partners LLC Trims Holdings in Meta Platforms, Inc. $META

Cyndeo Wealth Partners LLC reduced its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 31,790 shares of... More of this article »
Image for Contravisory Investment Management Inc. Has $1.11 Million Holdings in eBay Inc. $EBAY

Contravisory Investment Management Inc. Has $1.11 Million Holdings in eBay Inc. $EBAY

Contravisory Investment Management Inc. grew its holdings in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 262.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Constitution Capital LLC Invests $534,000 in Newmont Corporation $NEM

Constitution Capital LLC Invests $534,000 in Newmont Corporation $NEM

Constitution Capital LLC purchased a new stake in shares of Newmont Corporation (NYSE:NEM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Spotify Technology $SPOT Shares Sold by Contravisory Investment Management Inc.

Spotify Technology $SPOT Shares Sold by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. cut its position in Spotify Technology (NYSE:SPOT – Free Report) by 5.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Congress Asset Management Co. Acquires 19,034 Shares of Primoris Services Corporation $PRIM

Congress Asset Management Co. Acquires 19,034 Shares of Primoris Services Corporation $PRIM

Congress Asset Management Co. boosted its holdings in shares of Primoris Services Corporation (NYSE:PRIM – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Congress Asset Management Co. Lowers Stock Position in Everpure, Inc. $PSTG

Congress Asset Management Co. Lowers Stock Position in Everpure, Inc. $PSTG

Congress Asset Management Co. trimmed its stake in Everpure, Inc. (NYSE:PSTG – Free Report) by 25.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 927,345 shares of the technology... More of this article »
Image for Congress Asset Management Co. Sells 13,539 Shares of Comfort Systems USA, Inc. $FIX

Congress Asset Management Co. Sells 13,539 Shares of Comfort Systems USA, Inc. $FIX

Congress Asset Management Co. cut its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 14.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Covea Finance Purchases 167,500 Shares of Amazon.com, Inc. $AMZN

Covea Finance Purchases 167,500 Shares of Amazon.com, Inc. $AMZN

Covea Finance grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 50.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Amazon.com, Inc. $AMZN Position Boosted by Everhart Financial Group Inc.

Amazon.com, Inc. $AMZN Position Boosted by Everhart Financial Group Inc.

Everhart Financial Group Inc. raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 12.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »