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Diversified Trust Co. Has $1.62 Million Stock Holdings in T-Mobile US, Inc. $TMUS
Diversified Trust Co. decreased its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 38.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Congress Asset Management Co. Sells 1,113,851 Shares of SM Energy Company $SM
Congress Asset Management Co. reduced its stake in shares of SM Energy Company (NYSE:SM – Free Report) by 91.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Diversified Trust Co. Invests $2.01 Million in APi Group Corporation $APG
Diversified Trust Co. bought a new stake in APi Group Corporation (NYSE:APG – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 52,646... More of this article »
Congress Asset Management Co. Invests $6.66 Million in Interactive Brokers Group, Inc. $IBKR
Congress Asset Management Co. bought a new stake in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co. Sells 19,153 Shares of United Natural Foods, Inc. $UNFI
Diversified Trust Co. trimmed its holdings in shares of United Natural Foods, Inc. (NYSE:UNFI – Free Report) by 31.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Congress Asset Management Co. Cuts Holdings in Visa Inc. $V
Congress Asset Management Co. cut its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
iShares Core 30/70 Conservative Allocation ETF $AOK Stake Boosted by Congress Asset Management Co.
Congress Asset Management Co. boosted its stake in shares of iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK – Free Report) by 222.0% during the 4th quarter, according to the company in its most recent filing with... More of this article »
Congress Asset Management Co. Decreases Stock Holdings in Eli Lilly and Company $LLY
Congress Asset Management Co. reduced its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Diversified Trust Co. Sells 79,994 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG
Diversified Trust Co. reduced its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 58.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Diversified Trust Co. Has $1.39 Million Stock Holdings in ProShares Ultra S&P500 $SSO
Diversified Trust Co. lifted its holdings in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 100.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Diversified Trust Co. Raises Holdings in RenaissanceRe Holdings Ltd. $RNR
Diversified Trust Co. raised its holdings in RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) by 214.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Congress Asset Management Co. Has $2.94 Million Stock Position in Baker Hughes Company $BKR
Congress Asset Management Co. lowered its stake in Baker Hughes Company (NASDAQ:BKR – Free Report) by 11.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Diversified Trust Co. Reduces Stock Position in Woodward, Inc. $WWD
Diversified Trust Co. cut its position in Woodward, Inc. (NASDAQ:WWD – Free Report) by 44.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,283 shares of the technology... More of this article »
Avanza Fonder AB Acquires New Shares in Block, Inc. $XYZ
Avanza Fonder AB bought a new stake in shares of Block, Inc. (NYSE:XYZ – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Brady Family Wealth LLC Sells 2,321 Shares of Apple Inc. $AAPL
Brady Family Wealth LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Benin Management CORP Invests $1.07 Million in Almonty Industries Inc. $ALM
Benin Management CORP purchased a new position in Almonty Industries Inc. (NASDAQ:ALM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Avanza Fonder AB Increases Stock Position in The Home Depot, Inc. $HD
Avanza Fonder AB grew its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Avanza Fonder AB Makes New Investment in Super Micro Computer, Inc. $SMCI
Avanza Fonder AB acquired a new stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Avanza Fonder AB Makes New $633,000 Investment in Corpay, Inc. $CPAY
Avanza Fonder AB bought a new position in shares of Corpay, Inc. (NYSE:CPAY – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares Core S&P 500 ETF $IVV is Breakthru Advisory Services LLC’s Largest Position
Breakthru Advisory Services LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 39,444 shares of... More of this article »
BDF Gestion Trims Stock Position in The Home Depot, Inc. $HD
BDF Gestion trimmed its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 23,630 shares of the home improvement retailer’s... More of this article »
Balefire LLC Grows Stake in Chevron Corporation $CVX
Balefire LLC increased its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 38.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard S&P 500 ETF $VOO is Balefire LLC’s 6th Largest Position
Balefire LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 16,652... More of this article »
Balefire LLC Increases Holdings in iShares Core S&P 500 ETF $IVV
Balefire LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 61.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Buys 14,212 Shares of ARK Fintech Innovation ETF $ARKF
Dynamic Advisor Solutions LLC lifted its stake in shares of ARK Fintech Innovation ETF (BATS:ARKF – Free Report) by 178.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
EA Bridgeway Blue Chip ETF $BBLU Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its stake in shares of EA Bridgeway Blue Chip ETF (NYSEARCA:BBLU – Free Report) by 36.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Dynamic Advisor Solutions LLC Purchases Shares of 44,844 Capital Group U.S. Small and Mid Cap ETF $CGMM
Dynamic Advisor Solutions LLC acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
AGNC Investment Corp. $AGNC Shares Purchased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lifted its stake in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 298.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares ESG Aware MSCI EAFE ETF $ESGD Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 45.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Reduces Holdings in JPMorgan Chase & Co. $JPM
Dynamic Advisor Solutions LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Sells 19,538 Shares of Capital Group Dividend Growers ETF $CGDG
Dynamic Advisor Solutions LLC trimmed its position in shares of Capital Group Dividend Growers ETF (NYSEARCA:CGDG – Free Report) by 39.7% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Dynamic Advisor Solutions LLC Decreases Holdings in Vertiv Holdings Co. $VRT
Dynamic Advisor Solutions LLC reduced its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 20.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 15,661 Shares of Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF $GSSC
Dynamic Advisor Solutions LLC reduced its position in shares of Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (NYSEARCA:GSSC – Free Report) by 45.9% in the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Dynamic Advisor Solutions LLC Acquires 10,345 Shares of Cameco Corporation $CCJ
Dynamic Advisor Solutions LLC lifted its stake in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 208.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 15,312... More of this article »
Dynamic Advisor Solutions LLC Sells 15,452 Shares of iShares ESG Aware MSCI USA ETF $ESGU
Dynamic Advisor Solutions LLC lowered its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 61.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Has $1.05 Million Holdings in iShares Russell 1000 ETF $IWB
Dynamic Advisor Solutions LLC lessened its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 38.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Dynamic Advisor Solutions LLC Buys 19,541 Shares of Coterra Energy Inc. $CTRA
Dynamic Advisor Solutions LLC boosted its stake in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 54.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Sells 41,632 Shares of iShares Convertible Bond ETF $ICVT
Dynamic Advisor Solutions LLC cut its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 76.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dynamic Advisor Solutions LLC Has $1.19 Million Position in Linde PLC $LIN
Dynamic Advisor Solutions LLC lessened its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 44.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,795 shares of the basic... More of this article »
Dynamic Advisor Solutions LLC Sells 29,031 Shares of Fidelity MSCI Utilities Index ETF $FUTY
Dynamic Advisor Solutions LLC lowered its holdings in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 60.8% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Dynamic Advisor Solutions LLC Takes Position in Capital Group New Geography Equity ETF $CGNG
Dynamic Advisor Solutions LLC acquired a new position in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Dynamic Advisor Solutions LLC Buys New Holdings in Globe Life Inc. $GL
Dynamic Advisor Solutions LLC bought a new position in Globe Life Inc. (NYSE:GL – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 6,700... More of this article »
Dynamic Advisor Solutions LLC Sells 23,340 Shares of Goldman Sachs ActiveBeta International Equity ETF $GSIE
Dynamic Advisor Solutions LLC lowered its holdings in shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Free Report) by 40.9% during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Dynamic Advisor Solutions LLC Sells 5,500 Shares of Corning Incorporated $GLW
Dynamic Advisor Solutions LLC lowered its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 25.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 16,301 shares of... More of this article »
Dynamic Advisor Solutions LLC Trims Holdings in Alphabet Inc. $GOOG
Dynamic Advisor Solutions LLC lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Has $33.56 Million Stock Holdings in Broadcom Inc. $AVGO
Dynamic Advisor Solutions LLC decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Global X Nasdaq 100 Covered Call ETF $QYLD Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lessened its holdings in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 80.4% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Dynamic Advisor Solutions LLC Has $1.21 Million Stake in First Trust Senior Loan ETF $FTSL
Dynamic Advisor Solutions LLC trimmed its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 29.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »