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Diversified Trust Co. Sells 5,181 Shares of The Home Depot, Inc. $HD
Diversified Trust Co. reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 17.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
E. Ohman J or Asset Management AB Sells 2,079 Shares of The Sherwin-Williams Company $SHW
E. Ohman J or Asset Management AB cut its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
E. Ohman J or Asset Management AB Has $1.47 Million Position in Republic Services, Inc. $RSG
E. Ohman J or Asset Management AB lessened its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 25.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,929... More of this article »
The Sherwin-Williams Company $SHW Shares Acquired by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC boosted its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 756.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Has $2.16 Million Stock Position in Motorola Solutions, Inc. $MSI
E. Ohman J or Asset Management AB cut its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 19.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Has $6.82 Million Holdings in iShares Core S&P 500 ETF $IVV
Daymark Wealth Partners LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Purchased by Certified Advisory Corp
Certified Advisory Corp boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Daymark Wealth Partners LLC Raises Holdings in Vanguard Growth ETF $VUG
Daymark Wealth Partners LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 38.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
E. Ohman J or Asset Management AB Makes New $2.82 Million Investment in Blackstone Inc. $BX
E. Ohman J or Asset Management AB bought a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Okta, Inc. $OKTA Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. lifted its holdings in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 23.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 98,063 shares of... More of this article »
E. Ohman J or Asset Management AB Reduces Holdings in Waste Management, Inc. $WM
E. Ohman J or Asset Management AB lowered its position in Waste Management, Inc. (NYSE:WM – Free Report) by 20.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
First Heartland Consultants Inc. Has $45.41 Million Holdings in Invesco QQQ $QQQ
First Heartland Consultants Inc. increased its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Avanza Fonder AB Sells 8,484 Shares of Walmart Inc. $WMT
Avanza Fonder AB lessened its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 419,590 shares of the... More of this article »
Diversified Trust Co. Cuts Holdings in Electronic Arts Inc. $EA
Diversified Trust Co. reduced its holdings in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 27.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
BDF Gestion Purchases New Position in Western Digital Corporation $WDC
BDF Gestion acquired a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Breakthru Advisory Services LLC Has $9 Million Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ
Breakthru Advisory Services LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Curated Wealth Partners LLC Invests $8.78 Million in SPDR Gold Shares $GLD
Curated Wealth Partners LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
IDEXX Laboratories, Inc. $IDXX Shares Acquired by Diversified Trust Co.
Diversified Trust Co. lifted its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 223.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Dynamic Advisor Solutions LLC Buys 3,691 Shares of Astrazeneca Plc $AZN
Dynamic Advisor Solutions LLC grew its stake in Astrazeneca Plc (NYSE:AZN – Free Report) by 25.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
20,826 Shares in iShares Russell 2000 Growth ETF $IWO Acquired by Curated Wealth Partners LLC
Curated Wealth Partners LLC acquired a new stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
IREN Limited $IREN Shares Sold by Balefire LLC
Balefire LLC reduced its stake in shares of IREN Limited (NASDAQ:IREN – Free Report) by 44.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bath Savings Trust Co Decreases Position in NIKE, Inc. $NKE
Bath Savings Trust Co cut its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 10.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 103,133 shares... More of this article »
David J Yvars Group Sells 3,340 Shares of DoorDash, Inc. $DASH
David J Yvars Group reduced its holdings in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 64.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Shares Acquired by Balefire LLC
Balefire LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 25.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Buys 40,989 Shares of SPDR Portfolio Emerging Markets ETF $SPEM
Daymark Wealth Partners LLC increased its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Daymark Wealth Partners LLC Boosts Holdings in Tesla, Inc. $TSLA
Daymark Wealth Partners LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Daymark Wealth Partners LLC Sells 193,195 Shares of Fortinet, Inc. $FTNT
Daymark Wealth Partners LLC reduced its position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 75.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Sells 49,024 Shares of JPMorgan Income ETF $JPIE
Daymark Wealth Partners LLC lessened its position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 19.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 200,083... More of this article »
Daymark Wealth Partners LLC Buys 2,660 Shares of McDonald’s Corporation $MCD
Daymark Wealth Partners LLC lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,155 shares... More of this article »
Daymark Wealth Partners LLC Has $7.38 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Daymark Wealth Partners LLC lowered its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 27.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Daymark Wealth Partners LLC Has $36.25 Million Holdings in Columbia Research Enhanced Core ETF $RECS
Daymark Wealth Partners LLC grew its position in shares of Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 16.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Daymark Wealth Partners LLC Reduces Holdings in Procter & Gamble Company (The) $PG
Daymark Wealth Partners LLC cut its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
E. Ohman J or Asset Management AB Sells 3,071 Shares of Simon Property Group, Inc. $SPG
E. Ohman J or Asset Management AB reduced its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 21.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
E. Ohman J or Asset Management AB Has $2.21 Million Stock Position in FedEx Corporation $FDX
E. Ohman J or Asset Management AB lowered its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 23.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Daymark Wealth Partners LLC Has $15.76 Million Stock Position in Capital Group Growth ETF $CGGR
Daymark Wealth Partners LLC boosted its position in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 11.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
E. Ohman J or Asset Management AB Sells 15,700 Shares of Starbucks Corporation $SBUX
E. Ohman J or Asset Management AB cut its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 33.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Daymark Wealth Partners LLC Has $14.73 Million Stock Holdings in Chevron Corporation $CVX
Daymark Wealth Partners LLC grew its stake in Chevron Corporation (NYSE:CVX – Free Report) by 2.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
E. Ohman J or Asset Management AB Has $2.21 Million Holdings in Norfolk Southern Corporation $NSC
E. Ohman J or Asset Management AB increased its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 163.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
E. Ohman J or Asset Management AB Takes $1.60 Million Position in Ross Stores, Inc. $ROST
E. Ohman J or Asset Management AB acquired a new position in Ross Stores, Inc. (NASDAQ:ROST – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
First Trust Rising Dividend Achievers ETF $RDVY Shares Purchased by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC increased its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 13.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
E. Ohman J or Asset Management AB Sells 708 Shares of United Rentals, Inc. $URI
E. Ohman J or Asset Management AB reduced its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 24.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 2,242 shares... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 41.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Daymark Wealth Partners LLC Trims Holdings in Northrop Grumman Corporation $NOC
Daymark Wealth Partners LLC lowered its stake in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 7.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Avanza Fonder AB Makes New $1.12 Million Investment in NextEra Energy, Inc. $NEE
Avanza Fonder AB purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Dynamic Advisor Solutions LLC Has $14.61 Million Stake in The Home Depot, Inc. $HD
Dynamic Advisor Solutions LLC trimmed its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 7.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,458... More of this article »
Assenagon Asset Management S.A. Sells 6,625,644 Shares of Pfizer Inc. $PFE
Assenagon Asset Management S.A. lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 76.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Congress Asset Management Co. Sells 230,661 Shares of Motorola Solutions, Inc. $MSI
Congress Asset Management Co. trimmed its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 92.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 19,072 shares... More of this article »
Congress Asset Management Co. Increases Position in Range Resources Corporation $RRC
Congress Asset Management Co. lifted its stake in Range Resources Corporation (NYSE:RRC – Free Report) by 13.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »