Home » SEC Filing Articles
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 Takes Position in Fortive Corporation $FTV
E. Ohman J or Asset Management AB purchased a new position in shares of Fortive Corporation (NYSE:FTV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Focus Financial Network Inc. Purchases 49,793 Shares of Fastenal Company $FAST
Focus Financial Network Inc. boosted its holdings in Fastenal Company (NASDAQ:FAST – Free Report) by 266.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Certified Advisory Corp Acquires 10,641 Shares of Netflix, Inc. $NFLX
Certified Advisory Corp grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 886.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Acquires New Position in VeriSign, Inc. $VRSN
E. Ohman J or Asset Management AB acquired a new stake in VeriSign, Inc. (NASDAQ:VRSN – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Focus Financial Network Inc. Sells 5,424 Shares of Target Corporation $TGT
Focus Financial Network Inc. decreased its holdings in Target Corporation (NYSE:TGT – Free Report) by 18.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
VanEck Uranium and Nuclear ETF $NLR Shares Bought by Certified Advisory Corp
Certified Advisory Corp boosted its holdings in shares of VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) by 63.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC raised its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 43.0% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Daymark Wealth Partners LLC Sells 32,700 Shares of iShares Global Equity Factor ETF $GLOF
Daymark Wealth Partners LLC trimmed its stake in iShares Global Equity Factor ETF (NYSEARCA:GLOF – Free Report) by 41.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
E. Ohman J or Asset Management AB Takes Position in Teva Pharmaceutical Industries Ltd. $TEVA
E. Ohman J or Asset Management AB purchased a new position in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Daymark Wealth Partners LLC Has $2.48 Million Stake in Netflix, Inc. $NFLX
Daymark Wealth Partners LLC raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 868.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
International Paper Company $IP Shares Sold by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC cut its holdings in shares of International Paper Company (NYSE:IP – Free Report) by 61.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
E. Ohman J or Asset Management AB Sells 4,549 Shares of Extra Space Storage Inc $EXR
E. Ohman J or Asset Management AB lowered its stake in Extra Space Storage Inc (NYSE:EXR – Free Report) by 47.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Focus Financial Network Inc. Raises Stake in Netflix, Inc. $NFLX
Focus Financial Network Inc. increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 941.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Daymark Wealth Partners LLC Increases Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB
Daymark Wealth Partners LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – 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 »
Teradyne, Inc. $TER Shares Sold by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB trimmed its holdings in Teradyne, Inc. (NASDAQ:TER – Free Report) by 32.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
E. Ohman J or Asset Management AB Makes New $763,000 Investment in NRG Energy, Inc. $NRG
E. Ohman J or Asset Management AB acquired a new stake in NRG Energy, Inc. (NYSE:NRG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired... More of this article »
E. Ohman J or Asset Management AB Invests $1.02 Million in Expedia Group, Inc. $EXPE
E. Ohman J or Asset Management AB bought a new position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,605... More of this article »
E. Ohman J or Asset Management AB Invests $781,000 in Zoom Communications, Inc. $ZM
E. Ohman J or Asset Management AB bought a new stake in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Takes Position in Hershey Company (The) $HSY
E. Ohman J or Asset Management AB acquired a new position in Hershey Company (The) (NYSE:HSY – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
E. Ohman J or Asset Management AB Increases Stock Position in Wabtec $WAB
E. Ohman J or Asset Management AB boosted its holdings in Wabtec (NYSE:WAB – Free Report) by 141.8% 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 »
E. Ohman J or Asset Management AB Purchases New Shares in M&T Bank Corporation $MTB
E. Ohman J or Asset Management AB acquired a new stake in shares of M&T Bank Corporation (NYSE:MTB – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
E. Ohman J or Asset Management AB Buys Shares of 5,000 Ciena Corporation $CIEN
E. Ohman J or Asset Management AB bought a new position in shares of Ciena Corporation (NYSE:CIEN – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Canvas Wealth Advisors LLC Raises Holdings in The Clorox Company $CLX
Canvas Wealth Advisors LLC lifted its holdings in The Clorox Company (NYSE:CLX – Free Report) by 47.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Byrne Asset Management LLC Takes $1.55 Million Position in Warner Bros. Discovery, Inc. $WBD
Byrne Asset Management LLC acquired a new position in Warner Bros. Discovery, Inc. (NASDAQ:WBD – 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 »
Canvas Wealth Advisors LLC Acquires 1,915 Shares of Tesla, Inc. $TSLA
Canvas Wealth Advisors LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 43,094 shares of the electric vehicle... More of this article »
Congress Asset Management Co. Trims Holdings in Darden Restaurants, Inc. $DRI
Congress Asset Management Co. lowered its stake in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 41.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 5,956 shares... More of this article »
Congress Asset Management Co. Has $900,000 Stock Position in ResMed Inc. $RMD
Congress Asset Management Co. cut its holdings in ResMed Inc. (NYSE:RMD – Free Report) by 43.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Congress Asset Management Co. Decreases Stake in Teledyne Technologies Incorporated $TDY
Congress Asset Management Co. lowered its position in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 44.5% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Congress Asset Management Co. Decreases Stock Holdings in Colgate-Palmolive Company $CL
Congress Asset Management Co. lessened its stake in Colgate-Palmolive Company (NYSE:CL – Free Report) by 87.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Congress Asset Management Co. Sells 17,315 Shares of Copart, Inc. $CPRT
Congress Asset Management Co. trimmed its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 31.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Diversified Trust Co. Buys 9,427 Shares of Akamai Technologies, Inc. $AKAM
Diversified Trust Co. boosted its stake in Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 81.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Congress Asset Management Co. Sells 392,825 Shares of Arthur J. Gallagher & Co. $AJG
Congress Asset Management Co. reduced its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 98.4% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Diversified Trust Co. Grows Position in HP Inc. $HPQ
Diversified Trust Co. increased its stake in shares of HP Inc. (NYSE:HPQ – Free Report) by 50.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 89,458 shares of... More of this article »
Congress Asset Management Co. Decreases Stock Position in Fortinet, Inc. $FTNT
Congress Asset Management Co. cut its position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 79.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Diversified Trust Co. Has $1.89 Million Stake in Ford Motor Company $F
Diversified Trust Co. lifted its stake in Ford Motor Company (NYSE:F – Free Report) by 89.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Diversified Trust Co. Buys 3,504 Shares of The Boeing Company $BA
Diversified Trust Co. lifted its stake in The Boeing Company (NYSE:BA – Free Report) by 107.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Diversified Trust Co. Has $1.81 Million Holdings in Welltower Inc. $WELL
Diversified Trust Co. reduced its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 29.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,746... More of this article »
Vistra Corp. $VST Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. lifted its holdings in Vistra Corp. (NYSE:VST – Free Report) by 18.1% 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 »
Dynamic Advisor Solutions LLC Decreases Stake in Capital Group Global Growth Equity ETF $CGGO
Dynamic Advisor Solutions LLC cut its stake in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 37.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Acquires 33,966 Shares of Smurfit Westrock PLC $SW
Diversified Trust Co. increased its holdings in Smurfit Westrock PLC (NYSE:SW – Free Report) by 135.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Congress Asset Management Co. Purchases 1,340 Shares of Vanguard Growth ETF $VUG
Congress Asset Management Co. boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 30.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
31,043 Shares in Johnson & Johnson $JNJ Bought by Clear Trail Advisors LLC
Clear Trail Advisors LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ – 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 »
Congress Asset Management Co. Purchases 61,178 Shares of iShares S&P Mid-Cap 400 Growth ETF $IJK
Congress Asset Management Co. increased its position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 1,608.7% during the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Diversified Trust Co. Grows Stock Holdings in Monster Beverage Corporation $MNST
Diversified Trust Co. raised its holdings in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 42.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Diversified Trust Co. Buys 3,262 Shares of Wingstop Inc. $WING
Diversified Trust Co. boosted its position in Wingstop Inc. (NASDAQ:WING – Free Report) by 57.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Merit Medical Systems, Inc. $MMSI Shares Bought by Diversified Trust Co.
Diversified Trust Co. boosted its stake in shares of Merit Medical Systems, Inc. (NASDAQ:MMSI – Free Report) by 62.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Community Trust & Investment Co. Trims Holdings in Eli Lilly and Company $LLY
Community Trust & Investment Co. lessened its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 23,391 shares of the... More of this article »