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Cyndeo Wealth Partners LLC Sells 21,785 Shares of Capital Group International Focus Equity ETF $CGXU
Cyndeo Wealth Partners LLC trimmed its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 16.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Hamlin Capital Management LLC Has $247.90 Million Position in Morgan Stanley $MS
Hamlin Capital Management LLC reduced its position in Morgan Stanley (NYSE:MS – Free Report) by 7.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Cyndeo Wealth Partners LLC Acquires 32,015 Shares of First Trust TCW Unconstrained Plus Bond ETF $UCON
Cyndeo Wealth Partners LLC lifted its holdings in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Green Alpha Advisors LLC Makes New $702,000 Investment in Datadog, Inc. $DDOG
Green Alpha Advisors LLC bought a new position in Datadog, Inc. (NASDAQ:DDOG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,162 shares of the company’s... More of this article »
Cummins Inc. $CMI is Hamlin Capital Management LLC’s 2nd Largest Position
Hamlin Capital Management LLC lowered its position in Cummins Inc. (NYSE:CMI – Free Report) by 9.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Green Alpha Advisors LLC Invests $504,000 in SURO Capital Corp. $SSSS
Green Alpha Advisors LLC acquired a new stake in shares of SURO Capital Corp. (NASDAQ:SSSS – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cohen & Steers Quality Income Realty Fund, Inc. $RQI Shares Sold by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC lowered its holdings in shares of Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Free Report) by 12.8% during the fourth quarter, according to its most recent disclosure with the... More of this article »
Clark & Stuart Inc Increases Stake in Automatic Data Processing, Inc. $ADP
Clark & Stuart Inc grew its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 404.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Boosts Position in Analog Devices, Inc. $ADI
Cyndeo Wealth Partners LLC raised its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Target Corporation $TGT Shares Bought by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC lifted its position in shares of Target Corporation (NYSE:TGT – Free Report) by 30.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Groupama Asset Managment Invests $205,000 in Amcor PLC $AMCR
Groupama Asset Managment bought a new stake in Amcor PLC (NYSE:AMCR – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 25,059 shares of the company’s... More of this article »
CIBC Private Wealth Group LLC Increases Position in SLB Limited $SLB
CIBC Private Wealth Group LLC grew its stake in SLB Limited (NYSE:SLB – Free Report) by 19.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Old Republic International Corporation $ORI is Hamlin Capital Management LLC’s 4th Largest Position
Hamlin Capital Management LLC reduced its stake in shares of Old Republic International Corporation (NYSE:ORI – Free Report) by 7.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Cuts Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Cyndeo Wealth Partners LLC reduced its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 14.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Sells 1,190 Shares of Mastercard Incorporated $MA
Cyndeo Wealth Partners LLC lessened its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Cyndeo Wealth Partners LLC Raises Stock Position in Sprott Physical Gold Trust $PHYS
Cyndeo Wealth Partners LLC increased its position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Cyndeo Wealth Partners LLC Has $4.79 Million Stock Position in Intuitive Surgical, Inc. $ISRG
Cyndeo Wealth Partners LLC lifted its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 20.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Cyndeo Wealth Partners LLC Buys 2,100 Shares of iShares Russell 1000 Growth ETF $IWF
Cyndeo Wealth Partners LLC raised its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cyndeo Wealth Partners LLC Increases Stake in First Trust Core Investment Grade ETF $FTCB
Cyndeo Wealth Partners LLC raised its holdings in shares of First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 5.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Groupama Asset Managment Raises Position in Ferrari N.V. $RACE
Groupama Asset Managment increased its stake in Ferrari N.V. (NYSE:RACE – Free Report) by 5.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,990,621... More of this article »
2,944 Shares in Western Digital Corporation $WDC Bought by Groupama Asset Managment
Groupama Asset Managment acquired a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Cyndeo Wealth Partners LLC Lowers Stake in Palantir Technologies Inc. $PLTR
Cyndeo Wealth Partners LLC lessened its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 12.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Decreases Stock Position in Abbott Laboratories $ABT
Cyndeo Wealth Partners LLC trimmed its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 8.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Duke Energy Corporation $DUK Shares Bought by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC grew its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 912.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cyndeo Wealth Partners LLC Has $4.82 Million Stake in iShares Russell Top 200 Growth ETF $IWY
Cyndeo Wealth Partners LLC reduced its position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 15.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Increases Stock Holdings in Fidelity Total Bond ETF $FBND
Cyndeo Wealth Partners LLC increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Raises Stock Position in Invesco Ultra Short Duration ETF $GSY
Cyndeo Wealth Partners LLC raised its holdings in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cyndeo Wealth Partners LLC Buys 12,423 Shares of First Trust Senior Loan ETF $FTSL
Cyndeo Wealth Partners LLC boosted its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Everpar Advisors LLC Sells 6,180 Shares of iShares S&P 500 Growth ETF $IVW
Everpar Advisors LLC reduced its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 66.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Has $23.89 Million Holdings in Vanguard Small-Cap ETF $VB
Cyndeo Wealth Partners LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Cyndeo Wealth Partners LLC Sells 1,373 Shares of Vanguard Growth ETF $VUG
Cyndeo Wealth Partners LLC decreased its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
CIBC Private Wealth Group LLC Raises Holdings in Vanguard FTSE Europe ETF $VGK
CIBC Private Wealth Group LLC grew its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 52.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Everpar Advisors LLC Lowers Stake in iShares U.S. Technology ETF $IYW
Everpar Advisors LLC lowered its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 61.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cyndeo Wealth Partners LLC Sells 51,338 Shares of CocaCola Company (The) $KO
Cyndeo Wealth Partners LLC decreased its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 29.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Buys 7,396 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Cyndeo Wealth Partners LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Global X Uranium ETF $URA Shares Acquired by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC grew its stake in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cyndeo Wealth Partners LLC Increases Stock Position in JPMorgan Active Value ETF $JAVA
Cyndeo Wealth Partners LLC increased its stake in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 35.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SAP SE $SAP Shares Sold by FNY Investment Advisers LLC
FNY Investment Advisers LLC reduced its stake in SAP SE (NYSE:SAP – Free Report) by 98.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 102... More of this article »
Cyndeo Wealth Partners LLC Has $8.54 Million Stock Holdings in Kinder Morgan, Inc. $KMI
Cyndeo Wealth Partners LLC boosted its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 5.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cyndeo Wealth Partners LLC Grows Position in Principal Active High Yield ETF $YLD
Cyndeo Wealth Partners LLC increased its holdings in Principal Active High Yield ETF (NYSEARCA:YLD – Free Report) by 4.1% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Cyndeo Wealth Partners LLC Purchases 8,165 Shares of Altria Group, Inc. $MO
Cyndeo Wealth Partners LLC grew its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Hamlin Capital Management LLC Sells 40,203 Shares of Snap-On Incorporated $SNA
Hamlin Capital Management LLC reduced its stake in Snap-On Incorporated (NYSE:SNA – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hamlin Capital Management LLC Has $167.54 Million Position in Simon Property Group, Inc. $SPG
Hamlin Capital Management LLC reduced its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 6.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Lamar Advertising Company $LAMR Position Lowered by Hamlin Capital Management LLC
Hamlin Capital Management LLC reduced its position in Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 2.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Hamlin Capital Management LLC Has $183.66 Million Position in Public Service Enterprise Group Incorporated $PEG
Hamlin Capital Management LLC lessened its holdings in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,287,165... More of this article »
Hamlin Capital Management LLC Invests $160.84 Million in CVS Health Corporation $CVS
Hamlin Capital Management LLC bought a new stake in CVS Health Corporation (NYSE:CVS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Hamlin Capital Management LLC Sells 106,139 Shares of Unilever PLC $UL
Hamlin Capital Management LLC decreased its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 4.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,324,273... More of this article »
Ares Management Corporation $ARES Shares Sold by Hamlin Capital Management LLC
Hamlin Capital Management LLC cut its stake in Ares Management Corporation (NYSE:ARES – Free Report) by 6.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »