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QP Wealth Management LLC Purchases Shares of 2,258 Johnson & Johnson $JNJ
QP Wealth Management LLC acquired a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,258 shares of the... More of this article »
Capital Group Dividend Value ETF $CGDV Shares Purchased by Park Avenue Securities LLC
Park Avenue Securities LLC raised its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 13.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Park Avenue Securities LLC Increases Stock Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH
Park Avenue Securities LLC increased its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 22.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Cooper Financial Group Cuts Position in The Walt Disney Company $DIS
Cooper Financial Group reduced its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 19.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
GAMMA Investing LLC Has $1.06 Million Stock Position in Amcor PLC $AMCR
GAMMA Investing LLC lifted its stake in shares of Amcor PLC (NYSE:AMCR – Free Report) by 213.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 126,702 shares... More of this article »
Hudson Bay Capital Management LP Acquires 15,063 Shares of NIKE, Inc. $NKE
Hudson Bay Capital Management LP raised its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 109.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Hudson Bay Capital Management LP Increases Stock Position in HCA Healthcare, Inc. $HCA
Hudson Bay Capital Management LP increased its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 154.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. Buys 117,788 Shares of FirstCash Holdings, Inc. $FCFS
JPMorgan Chase & Co. lifted its stake in shares of FirstCash Holdings, Inc. (NASDAQ:FCFS – Free Report) by 96.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 240,441 shares of the... More of this article »
Black Hills Corporation $BKH Shares Acquired by JPMorgan Chase & Co.
JPMorgan Chase & Co. increased its holdings in shares of Black Hills Corporation (NYSE:BKH – Free Report) by 67.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. Decreases Holdings in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC
JPMorgan Chase & Co. cut its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
SL Green Realty Corporation $SLG Shares Bought by JPMorgan Chase & Co.
JPMorgan Chase & Co. lifted its holdings in SL Green Realty Corporation (NYSE:SLG – Free Report) by 12.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
JPMorgan Chase & Co. Cuts Holdings in Radian Group Inc. $RDN
JPMorgan Chase & Co. trimmed its position in Radian Group Inc. (NYSE:RDN – Free Report) by 51.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 1,022,845 shares... More of this article »
JPMorgan Chase & Co. Has $36.90 Million Holdings in iShares International Select Dividend ETF $IDV
JPMorgan Chase & Co. raised its stake in iShares International Select Dividend ETF (BATS:IDV – Free Report) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Incyte Corporation $INCY Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. lessened its stake in Incyte Corporation (NASDAQ:INCY – Free Report) by 46.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Cyndeo Wealth Partners LLC Buys 74,026 Shares of United Parcel Service, Inc. $UPS
Cyndeo Wealth Partners LLC boosted its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 411.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Groupama Asset Managment Has $438,000 Holdings in United Parcel Service, Inc. $UPS
Groupama Asset Managment lessened its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 71.3% in the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Cyndeo Wealth Partners LLC Has $7.37 Million Stock Holdings in American Electric Power Company, Inc. $AEP
Cyndeo Wealth Partners LLC raised its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 983.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Hudson Bay Capital Management LP Acquires 105,000 Shares of Teva Pharmaceutical Industries Ltd. $TEVA
Hudson Bay Capital Management LP grew its stake in Teva Pharmaceutical Industries Ltd. (NYSE:TEVA – Free Report) by 87.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Apple Inc. $AAPL Stock Position Raised by Groupama Asset Managment
Groupama Asset Managment grew its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Lam Research Corporation $LRCX Shares Sold by IFP Advisors Inc
IFP Advisors Inc decreased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 48.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
CocaCola Company (The) $KO Shares Purchased by Hudson Bay Capital Management LP
Hudson Bay Capital Management LP increased its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 147.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
IFP Advisors Inc Has $1.63 Million Position in Dimensional Emerging Core Equity Market ETF $DFAE
IFP Advisors Inc increased its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 62.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cooper Financial Group Sells 12,339 Shares of United Parcel Service, Inc. $UPS
Cooper Financial Group reduced its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Hudson Bay Capital Management LP Sells 72,143 Shares of Kimberly-Clark Corporation $KMB
Hudson Bay Capital Management LP decreased its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 76.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Hudson Bay Capital Management LP Sells 225,385 Shares of DoubleDown Interactive Co., Ltd. Sponsored ADR $DDI
Hudson Bay Capital Management LP lowered its position in shares of DoubleDown Interactive Co., Ltd. Sponsored ADR (NASDAQ:DDI – Free Report) by 37.5% during the 3rd quarter, according to its most recent disclosure with the Securities... More of this article »
Hudson Bay Capital Management LP Purchases Shares of 91,902 Yum China $YUMC
Hudson Bay Capital Management LP acquired a new stake in shares of Yum China (NYSE:YUMC – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Efficient Advisors LLC Has $108.02 Million Stock Holdings in Vanguard Small-Cap ETF $VB
Efficient Advisors LLC lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Efficient Advisors LLC
Efficient Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Efficient Advisors LLC Has $5.14 Million Holdings in iShares 1-3 Year Treasury Bond ETF $SHY
Efficient Advisors LLC decreased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 18.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
iShares Russell 1000 Value ETF $IWD Shares Sold by IFP Advisors Inc
IFP Advisors Inc lowered its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 35.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Efficient Advisors LLC Grows Stock Position in Vanguard Real Estate ETF $VNQ
Efficient Advisors LLC lifted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vanguard Total Bond Market ETF $BND is Gridiron Partners LLC’s 2nd Largest Position
Gridiron Partners LLC increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2,357.4% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Gridiron Partners LLC Decreases Stake in Vanguard FTSE Emerging Markets ETF $VWO
Gridiron Partners LLC cut its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 39.9% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Gridiron Partners LLC Reduces Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
Gridiron Partners LLC lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 99.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Microsoft Corporation $MSFT is Cape Investment Advisory Inc.’s Largest Position
Cape Investment Advisory Inc. reduced its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 42.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Riversedge Advisors LLC Invests $242,000 in Sandisk Corporation $SNDK
Riversedge Advisors LLC acquired a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gryphon Financial Partners LLC Purchases 4,696 Shares of iShares Russell 2000 ETF $IWM
Gryphon Financial Partners LLC lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 62.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 12,180 shares... More of this article »
Everpar Advisors LLC Has $17.92 Million Stake in iShares Core S&P 500 ETF $IVV
Everpar Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 41.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Sagespring Wealth Partners LLC Sells 1,783 Shares of Invesco QQQ $QQQ
Sagespring Wealth Partners LLC reduced its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Grove Bank & Trust Increases Stock Holdings in Intuitive Surgical, Inc. $ISRG
Grove Bank & Trust raised its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 129.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Chesapeake Asset Management LLC
Chesapeake Asset Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 329.4% in the fourth quarter, according to the company in its most recent filing... More of this article »
Grove Bank & Trust Has $3.36 Million Stake in Abbott Laboratories $ABT
Grove Bank & Trust reduced its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 19.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Grove Bank & Trust Sells 2,408 Shares of Mastercard Incorporated $MA
Grove Bank & Trust decreased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 24.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Grove Bank & Trust Has $8.75 Million Stake in Vanguard Mid-Cap ETF $VO
Grove Bank & Trust raised its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 22.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Sagespring Wealth Partners LLC Buys 33,076 Shares of Walmart Inc. $WMT
Sagespring Wealth Partners LLC increased its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 23.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
iShares Core MSCI EAFE ETF $IEFA is Grove Bank & Trust’s 6th Largest Position
Grove Bank & Trust boosted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 323,499 shares of the... More of this article »
CoreWeave Inc. $CRWV Shares Purchased by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC boosted its position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 324.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
CWA Asset Management Group LLC Has $5.48 Million Stake in The Home Depot, Inc. $HD
CWA Asset Management Group LLC reduced its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 12.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »