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First Trust Rising Dividend Achievers ETF $RDVY Shares Acquired by DAVENPORT & Co LLC
DAVENPORT & Co LLC lifted its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 15.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Evanson Asset Management LLC Has $347,000 Position in Vanguard Total International Bond ETF $BNDX
Evanson Asset Management LLC lessened its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 72.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
DAVENPORT & Co LLC Boosts Stake in Altria Group, Inc. $MO
DAVENPORT & Co LLC raised its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 9.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Southern Company (The) $SO Shares Bought by DAVENPORT & Co LLC
DAVENPORT & Co LLC lifted its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 66.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 137,349... More of this article »
DAVENPORT & Co LLC Sells 13,140 Shares of Pacer US Cash Cows 100 ETF $COWZ
DAVENPORT & Co LLC decreased its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
DAVENPORT & Co LLC Grows Position in Micron Technology, Inc. $MU
DAVENPORT & Co LLC raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 6.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 33,172 shares of... More of this article »
DAVENPORT & Co LLC Purchases 10,350 Shares of Vanguard Intermediate-Term Bond ETF $BIV
DAVENPORT & Co LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.6% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
DAVENPORT & Co LLC Acquires 116,006 Shares of Capital Group Dividend Value ETF $CGDV
DAVENPORT & Co LLC lifted its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 47.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
DAVENPORT & Co LLC Grows Stake in Stryker Corporation $SYK
DAVENPORT & Co LLC raised its position in shares of Stryker Corporation (NYSE:SYK – Free Report) by 19.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
DAVENPORT & Co LLC Acquires Shares of 298,460 Range Resources Corporation $RRC
DAVENPORT & Co LLC bought a new position in shares of Range Resources Corporation (NYSE:RRC – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Cuts Stake in U.S. Bancorp $USB
DAVENPORT & Co LLC lessened its stake in U.S. Bancorp (NYSE:USB – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
DAVENPORT & Co LLC Acquires 7,682 Shares of Texas Instruments Incorporated $TXN
DAVENPORT & Co LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 14.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Costco Wholesale Corporation $COST Shares Acquired by Fjell Capital LLC
Fjell Capital LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 21.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,060 shares... More of this article »
DAVENPORT & Co LLC Sells 6,815 Shares of Applied Materials, Inc. $AMAT
DAVENPORT & Co LLC cut its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 15.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Fiduciary Financial Group LLC Has $11.97 Million Position in Vanguard Total Stock Market ETF $VTI
Fiduciary Financial Group LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 32.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
DAVENPORT & Co LLC Raises Stake in Liberty Media Corporation – Liberty Live Series C $LLYVK
DAVENPORT & Co LLC boosted its holdings in shares of Liberty Media Corporation – Liberty Live Series C (NASDAQ:LLYVK – Free Report) by 81.7% during the 4th quarter, according to its most recent 13F filing with the... More of this article »
DAVENPORT & Co LLC Raises Holdings in Vanguard Russell 1000 Value ETF $VONV
DAVENPORT & Co LLC boosted its holdings in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) by 328.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
DAVENPORT & Co LLC Has $10.96 Million Stock Holdings in Ameriprise Financial, Inc. $AMP
DAVENPORT & Co LLC decreased its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 8.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 22,361 shares of the... More of this article »
DAVENPORT & Co LLC Boosts Position in PIMCO Multi Sector Bond Active ETF $PYLD
DAVENPORT & Co LLC boosted its holdings in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 6.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
DAVENPORT & Co LLC Has $11.94 Million Stake in Vanguard Total Stock Market ETF $VTI
DAVENPORT & Co LLC increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
DAVENPORT & Co LLC Raises Position in iShares Core S&P Small-Cap ETF $IJR
DAVENPORT & Co LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 30.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
5,583 Shares in Marvell Technology, Inc. $MRVL Purchased by Fiduciary Financial Group LLC
Fiduciary Financial Group LLC bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Fermata Advisors LLC Purchases 14,812 Shares of NVIDIA Corporation $NVDA
Fermata Advisors LLC increased its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 81.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Has $54.07 Million Position in NVIDIA Corporation $NVDA
Cyndeo Wealth Partners LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cooper Financial Group Acquires 23,705 Shares of NVIDIA Corporation $NVDA
Cooper Financial Group raised its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 11.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Dynamic Advisor Solutions LLC Increases Holdings in Meta Platforms, Inc. $META
Dynamic Advisor Solutions LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Energy Transfer LP $ET Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its stake in Energy Transfer LP (NYSE:ET – Free Report) by 65.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Realty Income Corporation $O Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its holdings in shares of Realty Income Corporation (NYSE:O – Free Report) by 36.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Daymark Wealth Partners LLC Buys Shares of 95,780 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust $GBAB
Daymark Wealth Partners LLC purchased a new position in shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB – Free Report) in the fourth quarter, according to its most recent filing with... More of this article »
Focus Financial Network Inc. Trims Holdings in iShares Morningstar Growth ETF $ILCG
Focus Financial Network Inc. decreased its position in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) by 24.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Focus Financial Network Inc. Sells 41,796 Shares of iShares Silver Trust $SLV
Focus Financial Network Inc. cut its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 53.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
7,034 Shares in The Estee Lauder Companies Inc. $EL Acquired by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB bought a new position in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
E. Ohman J or Asset Management AB Has $721,000 Stake in Scholar Rock Holding Corporation $SRRK
E. Ohman J or Asset Management AB cut its position in shares of Scholar Rock Holding Corporation (NASDAQ:SRRK – Free Report) by 76.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Short Duration Bond Active ETF $NEAR Shares Bought by Focus Financial Network Inc.
Focus Financial Network Inc. lifted its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 115.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
60,895 Shares in Fidelity Enhanced Small Cap ETF $FESM Acquired by Focus Financial Network Inc.
Focus Financial Network Inc. bought a new position in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought... More of this article »
Daymark Wealth Partners LLC Sells 10,119 Shares of Intercontinental Exchange Inc. $ICE
Daymark Wealth Partners LLC trimmed its stake in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 43.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
E. Ohman J or Asset Management AB Acquires New Position in Omnicom Group Inc. $OMC
E. Ohman J or Asset Management AB acquired a new stake in Omnicom Group Inc. (NYSE:OMC – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
E. Ohman J or Asset Management AB Buys Shares of 5,806 Lennar Corporation $LEN
E. Ohman J or Asset Management AB purchased a new position in shares of Lennar Corporation (NYSE:LEN – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Reddit Inc. $RDDT Shares Sold by Focus Financial Network Inc.
Focus Financial Network Inc. trimmed its stake in shares of Reddit Inc. (NYSE:RDDT – Free Report) by 42.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Daymark Wealth Partners LLC Cuts Stock Position in SPDR Gold Shares $GLD
Daymark Wealth Partners LLC cut its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 29.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Focus Financial Network Inc. Has $3.53 Million Stock Holdings in JPMorgan Ultra-Short Income ETF $JPST
Focus Financial Network Inc. decreased its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 25.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Daymark Wealth Partners LLC Increases Stock Position in First Trust WCM International Equity ETF $WCMI
Daymark Wealth Partners LLC lifted its holdings in First Trust WCM International Equity ETF (NYSEARCA:WCMI – Free Report) by 33.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
E. Ohman J or Asset Management AB Takes Position in Qnity Electronics, Inc. $Q
E. Ohman J or Asset Management AB acquired a new stake in Qnity Electronics, Inc. (NYSE:Q – Free Report) 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 »
Focus Financial Network Inc. Purchases 20,539 Shares of JPMorgan International Value ETF $JIVE
Focus Financial Network Inc. raised its holdings in JPMorgan International Value ETF (NASDAQ:JIVE – Free Report) by 180.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Has $1.55 Million Stake in Corteva, Inc. $CTVA
Daymark Wealth Partners LLC decreased its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 35.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 23,054 shares of... More of this article »
Daymark Wealth Partners LLC Has $2.82 Million Stock Position in JPMorgan Municipal ETF $JMUB
Daymark Wealth Partners LLC boosted its holdings in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 45.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Makes New Investment in Bloom Energy Corporation $BE
E. Ohman J or Asset Management AB purchased a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Daymark Wealth Partners LLC Acquires New Position in First Trust Structured Credit Income Opportunities ETF $SCIO
Daymark Wealth Partners LLC bought a new position in First Trust Structured Credit Income Opportunities ETF (NYSEARCA:SCIO – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm bought... More of this article »