Home » SEC Filing Articles
CCM Investment Advisers LLC Decreases Holdings in Vertex Pharmaceuticals Incorporated $VRTX
CCM Investment Advisers LLC decreased its stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 7.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Castleview Partners LLC Purchases 11,504 Shares of Bristol Myers Squibb Company $BMY
Castleview Partners LLC increased its position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 15.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 85,542 shares of the biopharmaceutical... More of this article »
Delta Air Lines, Inc. $DAL Shares Sold by CCM Investment Advisers LLC
CCM Investment Advisers LLC reduced its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 4.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Castleview Partners LLC Takes Position in abrdn Physical Gold Shares ETF $SGOL
Castleview Partners LLC bought a new position in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Castleview Partners LLC Buys New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Castleview Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Castleview Partners LLC Takes Position in Albertsons Companies, Inc. $ACI
Castleview Partners LLC bought a new stake in Albertsons Companies, Inc. (NYSE:ACI – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 71,300 shares of the company’s stock,... More of this article »
Castleview Partners LLC Purchases New Stake in KKR & Co. Inc. $KKR
Castleview Partners LLC acquired a new position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
BondBloxx Private Credit CLO ETF $PCMM Shares Sold by Castleview Partners LLC
Castleview Partners LLC reduced its stake in shares of BondBloxx Private Credit CLO ETF (NASDAQ:PCMM – Free Report) by 61.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
CCM Investment Advisers LLC Sells 27,924 Shares of General Motors Company $GM
CCM Investment Advisers LLC reduced its holdings in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 12.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CCM Investment Advisers LLC Sells 2,349 Shares of Jabil, Inc. $JBL
CCM Investment Advisers LLC cut its holdings in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 1.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
CCM Investment Advisers LLC Decreases Position in Seagate Technology Holdings PLC $STX
CCM Investment Advisers LLC reduced its stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 11.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ProShares Ultra QQQ $QLD Shares Acquired by Castleview Partners LLC
Castleview Partners LLC lifted its holdings in ProShares Ultra QQQ (NYSEARCA:QLD – Free Report) by 44.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Castleview Partners LLC Has $487,000 Holdings in VanEck Energy Income ETF $EINC
Castleview Partners LLC lessened its holdings in VanEck Energy Income ETF (NYSEARCA:EINC – Free Report) by 45.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
CCM Investment Advisers LLC Lowers Stake in Applied Materials, Inc. $AMAT
CCM Investment Advisers LLC cut its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 10.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
CCM Investment Advisers LLC Boosts Position in Lockheed Martin Corporation $LMT
CCM Investment Advisers LLC boosted its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 15.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Castleview Partners LLC Takes Position in Main Street Capital Corporation $MAIN
Castleview Partners LLC acquired a new position in Main Street Capital Corporation (NYSE:MAIN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Assenagon Asset Management S.A. Boosts Position in Viper Energy Inc. $VNOM
Assenagon Asset Management S.A. raised its position in Viper Energy Inc. (NASDAQ:VNOM – Free Report) by 502.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 690,756... More of this article »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »