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Image for Evolution Wealth Advisors LLC Cuts Stock Holdings in iShares Bitcoin Trust ETF $IBIT

Evolution Wealth Advisors LLC Cuts Stock Holdings in iShares Bitcoin Trust ETF $IBIT

Evolution Wealth Advisors LLC lowered its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 16.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Cullen Investment Group LTD. Sells 3,013 Shares of Diamondback Energy, Inc. $FANG

Cullen Investment Group LTD. Sells 3,013 Shares of Diamondback Energy, Inc. $FANG

Cullen Investment Group LTD. reduced its stake in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Cullen Investment Group LTD. Trims Holdings in NXP Semiconductors N.V. $NXPI

Cullen Investment Group LTD. Trims Holdings in NXP Semiconductors N.V. $NXPI

Cullen Investment Group LTD. reduced its stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 61.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Evolution Wealth Advisors LLC Sells 33,249 Shares of Vanguard Energy ETF $VDE

Evolution Wealth Advisors LLC Sells 33,249 Shares of Vanguard Energy ETF $VDE

Evolution Wealth Advisors LLC lowered its holdings in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 64.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Evolution Wealth Advisors LLC Acquires 12,843 Shares of iShares MSCI India ETF $INDA

Evolution Wealth Advisors LLC Acquires 12,843 Shares of iShares MSCI India ETF $INDA

Evolution Wealth Advisors LLC lifted its holdings in shares of iShares MSCI India ETF (BATS:INDA – Free Report) by 39.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Evolution Wealth Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 $SSO

Evolution Wealth Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 $SSO

Evolution Wealth Advisors LLC grew its stake in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 100.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Evolution Wealth Advisors LLC Makes New $1.36 Million Investment in Grayscale Bitcoin Trust ETF $GBTC

Evolution Wealth Advisors LLC Makes New $1.36 Million Investment in Grayscale Bitcoin Trust ETF $GBTC

Evolution Wealth Advisors LLC acquired a new stake in shares of Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 19,881... More of this article »
Image for Evolution Wealth Advisors LLC Takes $458,000 Position in iShares MSCI Israel ETF $EIS

Evolution Wealth Advisors LLC Takes $458,000 Position in iShares MSCI Israel ETF $EIS

Evolution Wealth Advisors LLC bought a new position in iShares MSCI Israel ETF (NYSEARCA:EIS – 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 Take-Two Interactive Software, Inc. $TTWO Shares Sold by Congress Asset Management Co.

Take-Two Interactive Software, Inc. $TTWO Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. lowered its position in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 42.5% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for Diversified Trust Co. Has $1.40 Million Position in Incyte Corporation $INCY

Diversified Trust Co. Has $1.40 Million Position in Incyte Corporation $INCY

Diversified Trust Co. cut its stake in Incyte Corporation (NASDAQ:INCY – Free Report) by 37.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,135... More of this article »
Image for Everpure, Inc. $PSTG Shares Sold by Diversified Trust Co.

Everpure, Inc. $PSTG Shares Sold by Diversified Trust Co.

Diversified Trust Co. trimmed its position in Everpure, Inc. (NYSE:PSTG – Free Report) by 38.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,661... More of this article »
Image for Gulfport Energy Corporation $GPOR Shares Sold by Congress Asset Management Co.

Gulfport Energy Corporation $GPOR Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. cut its stake in shares of Gulfport Energy Corporation (NYSE:GPOR – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Diversified Trust Co. Sells 5,702 Shares of The Walt Disney Company $DIS

Diversified Trust Co. Sells 5,702 Shares of The Walt Disney Company $DIS

Diversified Trust Co. cut its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 22.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Charles Schwab Trust Co Has $5.34 Million Position in Alphabet Inc. $GOOG

Charles Schwab Trust Co Has $5.34 Million Position in Alphabet Inc. $GOOG

Charles Schwab Trust Co lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Procter & Gamble Company (The) $PG Position Reduced by Congress Asset Management Co.

Procter & Gamble Company (The) $PG Position Reduced by Congress Asset Management Co.

Congress Asset Management Co. lowered its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 24.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 28,295 shares of the... More of this article »
Image for Diversified Trust Co. Increases Position in Dell Technologies Inc. $DELL

Diversified Trust Co. Increases Position in Dell Technologies Inc. $DELL

Diversified Trust Co. increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 67.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Alphabet Inc. $GOOG Shares Acquired by Diversified Trust Co.

Alphabet Inc. $GOOG Shares Acquired by Diversified Trust Co.

Diversified Trust Co. boosted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Congress Asset Management Co. Cuts Position in The Home Depot, Inc. $HD

Congress Asset Management Co. Cuts Position in The Home Depot, Inc. $HD

Congress Asset Management Co. lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 76.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Community Trust & Investment Co. Increases Stock Holdings in Broadcom Inc. $AVGO

Community Trust & Investment Co. Increases Stock Holdings in Broadcom Inc. $AVGO

Community Trust & Investment Co. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Clear Trail Advisors LLC Takes $9.61 Million Position in The Home Depot, Inc. $HD

Clear Trail Advisors LLC Takes $9.61 Million Position in The Home Depot, Inc. $HD

Clear Trail Advisors LLC acquired a new position in The Home Depot, Inc. (NYSE:HD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Diversified Trust Co. Buys 3,243 Shares of Broadcom Inc. $AVGO

Diversified Trust Co. Buys 3,243 Shares of Broadcom Inc. $AVGO

Diversified Trust Co. raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Congress Asset Management Co. Sells 8,187 Shares of Deckers Outdoor Corporation $DECK

Congress Asset Management Co. Sells 8,187 Shares of Deckers Outdoor Corporation $DECK

Congress Asset Management Co. cut its holdings in Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 40.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Charles Schwab Trust Co Trims Holdings in Broadcom Inc. $AVGO

Charles Schwab Trust Co Trims Holdings in Broadcom Inc. $AVGO

Charles Schwab Trust Co lowered its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for DAVENPORT & Co LLC Sells 3,230 Shares of NewMarket Corporation $NEU

DAVENPORT & Co LLC Sells 3,230 Shares of NewMarket Corporation $NEU

DAVENPORT & Co LLC decreased its position in shares of NewMarket Corporation (NYSE:NEU – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for DAVENPORT & Co LLC Has $28.67 Million Holdings in Cable One, Inc. $CABO

DAVENPORT & Co LLC Has $28.67 Million Holdings in Cable One, Inc. $CABO

DAVENPORT & Co LLC cut its position in shares of Cable One, Inc. (NYSE:CABO – Free Report) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for DAVENPORT & Co LLC Cuts Position in Verra Mobility Corp $VRRM

DAVENPORT & Co LLC Cuts Position in Verra Mobility Corp $VRRM

DAVENPORT & Co LLC decreased its position in Verra Mobility Corp (NASDAQ:VRRM – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for DAVENPORT & Co LLC Increases Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

DAVENPORT & Co LLC Increases Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

DAVENPORT & Co LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 10.9% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for DAVENPORT & Co LLC Purchases 8,195 Shares of Walmart Inc. $WMT

DAVENPORT & Co LLC Purchases 8,195 Shares of Walmart Inc. $WMT

DAVENPORT & Co LLC raised its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for DAVENPORT & Co LLC Lowers Stake in Atlantic Union Bankshares Co. $AUB

DAVENPORT & Co LLC Lowers Stake in Atlantic Union Bankshares Co. $AUB

DAVENPORT & Co LLC lessened its stake in Atlantic Union Bankshares Co. (NASDAQ:AUB – Free Report) by 8.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 760,660 shares of the company’s... More of this article »
Image for DAVENPORT & Co LLC Sells 14,725 Shares of Kirby Corporation $KEX

DAVENPORT & Co LLC Sells 14,725 Shares of Kirby Corporation $KEX

DAVENPORT & Co LLC lowered its position in shares of Kirby Corporation (NYSE:KEX – Free Report) by 5.6% 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 »
Image for DAVENPORT & Co LLC Decreases Holdings in Caterpillar Inc. $CAT

DAVENPORT & Co LLC Decreases Holdings in Caterpillar Inc. $CAT

DAVENPORT & Co LLC reduced its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for DAVENPORT & Co LLC Buys 48,572 Shares of Vanguard S&P 500 ETF $VOO

DAVENPORT & Co LLC Buys 48,572 Shares of Vanguard S&P 500 ETF $VOO

DAVENPORT & Co LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 17.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for DAVENPORT & Co LLC Sells 1,815 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DAVENPORT & Co LLC Sells 1,815 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DAVENPORT & Co LLC lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Truist Financial Corporation $TFC Stock Position Lifted by DAVENPORT & Co LLC

Truist Financial Corporation $TFC Stock Position Lifted by DAVENPORT & Co LLC

DAVENPORT & Co LLC raised its stake in Truist Financial Corporation (NYSE:TFC – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 511,560 shares... More of this article »
Image for DAVENPORT & Co LLC Has $26.35 Million Position in Oracle Corporation $ORCL

DAVENPORT & Co LLC Has $26.35 Million Position in Oracle Corporation $ORCL

DAVENPORT & Co LLC lessened its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 60.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Certified Advisory Corp Decreases Stock Holdings in Cohen & Steers Infrastructure Fund, Inc $UTF

Certified Advisory Corp Decreases Stock Holdings in Cohen & Steers Infrastructure Fund, Inc $UTF

Certified Advisory Corp decreased its stake in shares of Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 50.8% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Avanza Fonder AB Takes $754,000 Position in Garmin Ltd. $GRMN

Avanza Fonder AB Takes $754,000 Position in Garmin Ltd. $GRMN

Avanza Fonder AB bought a new position in Garmin Ltd. (NYSE:GRMN – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,716 shares of... More of this article »
Image for DAVENPORT & Co LLC Purchases 29,821 Shares of JPMorgan Equity Premium Income ETF $JEPI

DAVENPORT & Co LLC Purchases 29,821 Shares of JPMorgan Equity Premium Income ETF $JEPI

DAVENPORT & Co LLC grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for DAVENPORT & Co LLC Has $26.50 Million Stock Position in Duke Energy Corporation $DUK

DAVENPORT & Co LLC Has $26.50 Million Stock Position in Duke Energy Corporation $DUK

DAVENPORT & Co LLC increased its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for DAVENPORT & Co LLC Grows Stock Holdings in iShares Core High Dividend ETF $HDV

DAVENPORT & Co LLC Grows Stock Holdings in iShares Core High Dividend ETF $HDV

DAVENPORT & Co LLC lifted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 6.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for DAVENPORT & Co LLC Decreases Stock Position in Stewart Information Services Corporation $STC

DAVENPORT & Co LLC Decreases Stock Position in Stewart Information Services Corporation $STC

DAVENPORT & Co LLC lessened its holdings in Stewart Information Services Corporation (NYSE:STC – Free Report) by 10.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for DAVENPORT & Co LLC Has $21.86 Million Stake in Vanguard FTSE All-World ex-US ETF $VEU

DAVENPORT & Co LLC Has $21.86 Million Stake in Vanguard FTSE All-World ex-US ETF $VEU

DAVENPORT & Co LLC grew its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 3.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Image for DAVENPORT & Co LLC Boosts Stock Position in Bank of America Corporation $BAC

DAVENPORT & Co LLC Boosts Stock Position in Bank of America Corporation $BAC

DAVENPORT & Co LLC grew its holdings in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for DAVENPORT & Co LLC Decreases Holdings in J & J Snack Foods Corp. $JJSF

DAVENPORT & Co LLC Decreases Holdings in J & J Snack Foods Corp. $JJSF

DAVENPORT & Co LLC trimmed its position in shares of J & J Snack Foods Corp. (NASDAQ:JJSF – Free Report) by 5.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for DAVENPORT & Co LLC Acquires 76,540 Shares of Cognex Corporation $CGNX

DAVENPORT & Co LLC Acquires 76,540 Shares of Cognex Corporation $CGNX

DAVENPORT & Co LLC lifted its holdings in shares of Cognex Corporation (NASDAQ:CGNX – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for RTX Corporation $RTX Shares Purchased by DAVENPORT & Co LLC

RTX Corporation $RTX Shares Purchased by DAVENPORT & Co LLC

DAVENPORT & Co LLC boosted its stake in RTX Corporation (NYSE:RTX – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Trex Company, Inc. $TREX Stock Position Raised by DAVENPORT & Co LLC

Trex Company, Inc. $TREX Stock Position Raised by DAVENPORT & Co LLC

DAVENPORT & Co LLC increased its holdings in shares of Trex Company, Inc. (NYSE:TREX – Free Report) by 34.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for DAVENPORT & Co LLC Buys 38,866 Shares of Schwab US Dividend Equity ETF $SCHD

DAVENPORT & Co LLC Buys 38,866 Shares of Schwab US Dividend Equity ETF $SCHD

DAVENPORT & Co LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Albemarle Corporation $ALB Shares Sold by DAVENPORT & Co LLC

Albemarle Corporation $ALB Shares Sold by DAVENPORT & Co LLC

DAVENPORT & Co LLC lessened its stake in shares of Albemarle Corporation (NYSE:ALB – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for DAVENPORT & Co LLC Increases Holdings in Capital Group Growth ETF $CGGR

DAVENPORT & Co LLC Increases Holdings in Capital Group Growth ETF $CGGR

DAVENPORT & Co LLC raised its stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »