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Image for Coinbase Global, Inc. $COIN Stock Holdings Trimmed by Assenagon Asset Management S.A.

Coinbase Global, Inc. $COIN Stock Holdings Trimmed by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. lessened its position in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) by 76.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Assenagon Asset Management S.A. Has $38.18 Million Stock Position in Tenable Holdings, Inc. $TENB

Assenagon Asset Management S.A. Has $38.18 Million Stock Position in Tenable Holdings, Inc. $TENB

Assenagon Asset Management S.A. lowered its stake in Tenable Holdings, Inc. (NASDAQ:TENB – Free Report) by 36.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Assenagon Asset Management S.A. Has $32.27 Million Position in SolarEdge Technologies, Inc. $SEDG

Assenagon Asset Management S.A. Has $32.27 Million Position in SolarEdge Technologies, Inc. $SEDG

Assenagon Asset Management S.A. lessened its holdings in shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG – Free Report) by 22.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for Meta Platforms, Inc. $META Shares Purchased by 180 Wealth Advisors LLC

Meta Platforms, Inc. $META Shares Purchased by 180 Wealth Advisors LLC

180 Wealth Advisors LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,317... More of this article »
Image for Burns J W & Co. Inc. NY Buys 133,140 Shares of Netflix, Inc. $NFLX

Burns J W & Co. Inc. NY Buys 133,140 Shares of Netflix, Inc. $NFLX

Burns J W & Co. Inc. NY boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 914.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 147,698 shares of... More of this article »
Image for Burns J W & Co. Inc. NY Has $2.50 Million Stake in iShares iBoxx $ High Yield Corporate Bond ETF $HYG

Burns J W & Co. Inc. NY Has $2.50 Million Stake in iShares iBoxx $ High Yield Corporate Bond ETF $HYG

Burns J W & Co. Inc. NY grew its position in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 27.0% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Byrne Asset Management LLC Makes New Investment in GE Aerospace $GE

Byrne Asset Management LLC Makes New Investment in GE Aerospace $GE

Byrne Asset Management LLC acquired a new stake in GE Aerospace (NYSE:GE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,156 shares... More of this article »
Image for JPMorgan Ultra-Short Municipal ETF $JMST Shares Purchased by Canvas Wealth Advisors LLC

JPMorgan Ultra-Short Municipal ETF $JMST Shares Purchased by Canvas Wealth Advisors LLC

Canvas Wealth Advisors LLC raised its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 86.1% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Canvas Wealth Advisors LLC Has $3.03 Million Position in Fidelity Total Bond ETF $FBND

Canvas Wealth Advisors LLC Has $3.03 Million Position in Fidelity Total Bond ETF $FBND

Canvas Wealth Advisors LLC lifted its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 20.3% 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 Canvas Wealth Advisors LLC Raises Stock Holdings in Dimensional U.S. Equity ETF $DFUS

Canvas Wealth Advisors LLC Raises Stock Holdings in Dimensional U.S. Equity ETF $DFUS

Canvas Wealth Advisors LLC increased its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 79.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Canvas Wealth Advisors LLC Buys 24,234 Shares of Robinhood Markets, Inc. $HOOD

Canvas Wealth Advisors LLC Buys 24,234 Shares of Robinhood Markets, Inc. $HOOD

Canvas Wealth Advisors LLC raised its stake in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 1,495.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,855... More of this article »
Image for Canvas Wealth Advisors LLC Acquires New Position in H2O America $HTO

Canvas Wealth Advisors LLC Acquires New Position in H2O America $HTO

Canvas Wealth Advisors LLC purchased a new position in H2O America (NASDAQ:HTO – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Canvas Wealth Advisors LLC Purchases 5,492 Shares of Palo Alto Networks, Inc. $PANW

Canvas Wealth Advisors LLC Purchases 5,492 Shares of Palo Alto Networks, Inc. $PANW

Canvas Wealth Advisors LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 14.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Canvas Wealth Advisors LLC Decreases Stock Position in Vanguard Value ETF $VTV

Canvas Wealth Advisors LLC Decreases Stock Position in Vanguard Value ETF $VTV

Canvas Wealth Advisors LLC trimmed its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 27.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Canvas Wealth Advisors LLC Buys 4,332 Shares of Walmart Inc. $WMT

Canvas Wealth Advisors LLC Buys 4,332 Shares of Walmart Inc. $WMT

Canvas Wealth Advisors LLC lifted its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 19.8% 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 »
Image for Byrne Asset Management LLC Boosts Stock Position in BlackRock Floating Rate Income Strategies Fund, Inc. $FRA

Byrne Asset Management LLC Boosts Stock Position in BlackRock Floating Rate Income Strategies Fund, Inc. $FRA

Byrne Asset Management LLC lifted its holdings in shares of BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA – Free Report) by 21,066.7% in the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Image for Burns J W & Co. Inc. NY Acquires 19,990 Shares of Vanguard International High Dividend Yield ETF $VYMI

Burns J W & Co. Inc. NY Acquires 19,990 Shares of Vanguard International High Dividend Yield ETF $VYMI

Burns J W & Co. Inc. NY increased its stake in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Canvas Wealth Advisors LLC Has $40.61 Million Stock Holdings in Custom Truck One Source, Inc. $CTOS

Canvas Wealth Advisors LLC Has $40.61 Million Stock Holdings in Custom Truck One Source, Inc. $CTOS

Canvas Wealth Advisors LLC increased its holdings in shares of Custom Truck One Source, Inc. (NYSE:CTOS – Free Report) by 48.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Canvas Wealth Advisors LLC Acquires New Position in Vanguard Real Estate ETF $VNQ

Canvas Wealth Advisors LLC Acquires New Position in Vanguard Real Estate ETF $VNQ

Canvas Wealth Advisors LLC acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Canvas Wealth Advisors LLC Has $1.26 Million Stock Position in AeroVironment, Inc. $AVAV

Canvas Wealth Advisors LLC Has $1.26 Million Stock Position in AeroVironment, Inc. $AVAV

Canvas Wealth Advisors LLC lifted its position in AeroVironment, Inc. (NASDAQ:AVAV – Free Report) by 706.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Burns J W & Co. Inc. NY Has $5.05 Million Holdings in Paychex, Inc. $PAYX

Burns J W & Co. Inc. NY Has $5.05 Million Holdings in Paychex, Inc. $PAYX

Burns J W & Co. Inc. NY lowered its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 12.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Palantir Technologies Inc. $PLTR Stake Lessened by Canvas Wealth Advisors LLC

Palantir Technologies Inc. $PLTR Stake Lessened by Canvas Wealth Advisors LLC

Canvas Wealth Advisors LLC cut its stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 7.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Byrne Asset Management LLC Invests $658,000 in SPDR S&P Biotech ETF $XBI

Byrne Asset Management LLC Invests $658,000 in SPDR S&P Biotech ETF $XBI

Byrne Asset Management LLC acquired a new stake in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Canvas Wealth Advisors LLC Purchases 9,982 Shares of JPMorgan Ultra-Short Income ETF $JPST

Canvas Wealth Advisors LLC Purchases 9,982 Shares of JPMorgan Ultra-Short Income ETF $JPST

Canvas Wealth Advisors LLC grew its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 18.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 65,155 shares of the... More of this article »
Image for 95,000 Shares in BlackRock Floating Rate Income Trust $BGT Purchased by Byrne Asset Management LLC

95,000 Shares in BlackRock Floating Rate Income Trust $BGT Purchased by Byrne Asset Management LLC

Byrne Asset Management LLC purchased a new position in shares of BlackRock Floating Rate Income Trust (NYSE:BGT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Canvas Wealth Advisors LLC Purchases 8,874 Shares of Avantis International Equity ETF $AVDE

Canvas Wealth Advisors LLC Purchases 8,874 Shares of Avantis International Equity ETF $AVDE

Canvas Wealth Advisors LLC boosted its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 6.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Canvas Wealth Advisors LLC Has $1.99 Million Holdings in ServiceNow, Inc. $NOW

Canvas Wealth Advisors LLC Has $1.99 Million Holdings in ServiceNow, Inc. $NOW

Canvas Wealth Advisors LLC boosted its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 1,995.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Canvas Wealth Advisors LLC Trims Position in Advanced Micro Devices, Inc. $AMD

Canvas Wealth Advisors LLC Trims Position in Advanced Micro Devices, Inc. $AMD

Canvas Wealth Advisors LLC decreased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 10.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Burns J W & Co. Inc. NY Grows Stake in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB

Burns J W & Co. Inc. NY Grows Stake in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB

Burns J W & Co. Inc. NY boosted its position in shares of iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 32.7% during the fourth quarter, according to the company in its most recent... More of this article »
Image for Byrne Asset Management LLC Buys Shares of 296,780 Invesco Senior Income Trust $VVR

Byrne Asset Management LLC Buys Shares of 296,780 Invesco Senior Income Trust $VVR

Byrne Asset Management LLC bought a new position in Invesco Senior Income Trust (NYSE:VVR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Burns J W & Co. Inc. NY Sells 2,795 Shares of Dell Technologies Inc. $DELL

Burns J W & Co. Inc. NY Sells 2,795 Shares of Dell Technologies Inc. $DELL

Burns J W & Co. Inc. NY lowered its position in Dell Technologies Inc. (NYSE:DELL – Free Report) by 18.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for 71,539 Shares in First Busey Corporation $BUSE Bought by Canvas Wealth Advisors LLC

71,539 Shares in First Busey Corporation $BUSE Bought by Canvas Wealth Advisors LLC

Canvas Wealth Advisors LLC acquired a new position in First Busey Corporation (NASDAQ:BUSE – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Asset Allocation & Management Company LLC Raises Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Asset Allocation & Management Company LLC Raises Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Asset Allocation & Management Company LLC increased its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 465.6% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Avanza Fonder AB Purchases Shares of 4,637 Twilio Inc. $TWLO

Avanza Fonder AB Purchases Shares of 4,637 Twilio Inc. $TWLO

Avanza Fonder AB purchased a new stake in Twilio Inc. (NYSE:TWLO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Image for Avanza Fonder AB Purchases Shares of 6,113 Sun Communities, Inc. $SUI

Avanza Fonder AB Purchases Shares of 6,113 Sun Communities, Inc. $SUI

Avanza Fonder AB purchased a new position in Sun Communities, Inc. (NYSE:SUI – Free Report) 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 »
Image for Benin Management CORP Purchases New Position in iShares 20+ Year Treasury Bond ETF $TLT

Benin Management CORP Purchases New Position in iShares 20+ Year Treasury Bond ETF $TLT

Benin Management CORP purchased a new stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Avanza Fonder AB Invests $807,000 in Costco Wholesale Corporation $COST

Avanza Fonder AB Invests $807,000 in Costco Wholesale Corporation $COST

Avanza Fonder AB purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Asset Allocation & Management Company LLC Buys New Holdings in Vanguard Intermediate-Term Bond ETF $BIV

Asset Allocation & Management Company LLC Buys New Holdings in Vanguard Intermediate-Term Bond ETF $BIV

Asset Allocation & Management Company LLC purchased a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for 13,238 Shares in Realty Income Corporation $O Acquired by Avanza Fonder AB

13,238 Shares in Realty Income Corporation $O Acquired by Avanza Fonder AB

Avanza Fonder AB acquired a new stake in Realty Income Corporation (NYSE:O – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 13,238... More of this article »
Image for Avanza Fonder AB Makes New Investment in Coca-Cola Europacific Partners $CCEP

Avanza Fonder AB Makes New Investment in Coca-Cola Europacific Partners $CCEP

Avanza Fonder AB purchased a new position in Coca-Cola Europacific Partners (NASDAQ:CCEP – 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 »
Image for Asset Allocation & Management Company LLC Makes New Investment in Vanguard Long-Term Bond ETF $BLV

Asset Allocation & Management Company LLC Makes New Investment in Vanguard Long-Term Bond ETF $BLV

Asset Allocation & Management Company LLC acquired a new stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Assenagon Asset Management S.A. Cuts Stock Position in United Airlines Holdings Inc $UAL

Assenagon Asset Management S.A. Cuts Stock Position in United Airlines Holdings Inc $UAL

Assenagon Asset Management S.A. lessened its holdings in United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 61.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 367,104... More of this article »
Image for Bath Savings Trust Co Buys 2,646 Shares of Costco Wholesale Corporation $COST

Bath Savings Trust Co Buys 2,646 Shares of Costco Wholesale Corporation $COST

Bath Savings Trust Co increased its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 12.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Avanza Fonder AB Buys New Shares in American Tower Corporation $AMT

Avanza Fonder AB Buys New Shares in American Tower Corporation $AMT

Avanza Fonder AB purchased a new stake in shares of American Tower Corporation (NYSE:AMT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Aventura Private Wealth LLC Makes New Investment in Apple Inc. $AAPL

Aventura Private Wealth LLC Makes New Investment in Apple Inc. $AAPL

Aventura Private Wealth LLC acquired a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 119,099 shares of the iPhone maker’s... More of this article »
Image for Assenagon Asset Management S.A. Has $43.39 Million Holdings in Scorpio Tankers Inc. $STNG

Assenagon Asset Management S.A. Has $43.39 Million Holdings in Scorpio Tankers Inc. $STNG

Assenagon Asset Management S.A. boosted its holdings in shares of Scorpio Tankers Inc. (NYSE:STNG – Free Report) by 136.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Assenagon Asset Management S.A. Raises Stock Holdings in Aflac Incorporated $AFL

Assenagon Asset Management S.A. Raises Stock Holdings in Aflac Incorporated $AFL

Assenagon Asset Management S.A. increased its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 132.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 388,396 shares... More of this article »
Image for Assenagon Asset Management S.A. Has $42.62 Million Position in Brinker International, Inc. $EAT

Assenagon Asset Management S.A. Has $42.62 Million Position in Brinker International, Inc. $EAT

Assenagon Asset Management S.A. grew its stake in shares of Brinker International, Inc. (NYSE:EAT – Free Report) by 579.9% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Avanza Fonder AB Takes $752,000 Position in Corteva, Inc. $CTVA

Avanza Fonder AB Takes $752,000 Position in Corteva, Inc. $CTVA

Avanza Fonder AB acquired a new stake in Corteva, Inc. (NYSE:CTVA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Avanza Fonder AB Invests $670,000 in FirstService Corporation $FSV

Avanza Fonder AB Invests $670,000 in FirstService Corporation $FSV

Avanza Fonder AB acquired a new stake in FirstService Corporation (NASDAQ:FSV – Free Report) (TSE:FSV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »