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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 »
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 »
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 »
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 »
Clear Trail Advisors LLC Takes Position in Visa Inc. $V
Clear Trail Advisors LLC acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 15,177 shares of the... 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 »
Clear Trail Advisors LLC Makes New Investment in Exxon Mobil Corporation $XOM
Clear Trail Advisors LLC acquired a new stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
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 »
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 »
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 »
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 »
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 »
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 »