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Apple Inc. $AAPL Shares Sold by Academy Capital Management
Academy Capital Management lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
AIA Group Ltd Grows Holdings in Sirius XM Holdings Inc. $SIRI
AIA Group Ltd grew its position in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 147.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
AIA Group Ltd Makes New Investment in Maximus, Inc. $MMS
AIA Group Ltd purchased a new stake in Maximus, Inc. (NYSE:MMS – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 13,177... More of this article »
AIA Group Ltd Acquires New Holdings in Applied Industrial Technologies, Inc. $AIT
AIA Group Ltd bought a new stake in Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
AIA Group Ltd Makes New Investment in International Flavors & Fragrances Inc. $IFF
AIA Group Ltd acquired a new position in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
AIA Group Ltd Purchases New Stake in HA Sustainable Infrastructure Capital, Inc. $HASI
AIA Group Ltd purchased a new stake in shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased... More of this article »
AIA Group Ltd Acquires 986 Shares of Teledyne Technologies Incorporated $TDY
AIA Group Ltd increased its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 131.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
UnitedHealth Group Incorporated $UNH Shares Bought by Davis Selected Advisers
Davis Selected Advisers grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Coastline Trust Co Acquires 6,934 Shares of Micron Technology, Inc. $MU
Coastline Trust Co increased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4,473.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
NVIDIA Corporation $NVDA Shares Sold by Alexander Labrunerie & CO. Inc.
Alexander Labrunerie & CO. Inc. lowered its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 11.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Cambria Investment Management L.P.
Cambria Investment Management L.P. raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 324.7% during the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Coastline Trust Co Grows Stock Position in Applied Materials, Inc. $AMAT
Coastline Trust Co raised its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 230.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Apple Inc. $AAPL Stake Lowered by Cacti Asset Management LLC
Cacti Asset Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Grows Stock Holdings in Alphabet Inc. $GOOGL
ARQ Wealth Advisors LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 321.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
CIBC Private Wealth Group LLC Sells 1,372 Shares of Deere & Company $DE
CIBC Private Wealth Group LLC trimmed its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Confluence Investment Management LLC Trims Stock Position in Gilead Sciences, Inc. $GILD
Confluence Investment Management LLC trimmed its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 909,835 shares of... More of this article »
Commons Capital LLC Sells 841 Shares of iShares Core S&P 500 ETF $IVV
Commons Capital LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 54.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Confluence Investment Management LLC Makes New Investment in Honeywell International Inc. $HON
Confluence Investment Management LLC purchased a new stake in Honeywell International Inc. (NASDAQ:HON – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Coastline Trust Co Cuts Stock Position in iShares Core S&P Small-Cap ETF $IJR
Coastline Trust Co lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 27.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Coastline Trust Co
Coastline Trust Co increased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 897.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Sells 2,062 Shares of Alphabet Inc. $GOOG
ARQ Wealth Advisors LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 40.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
ARQ Wealth Advisors LLC Has $824,000 Stock Holdings in NVIDIA Corporation $NVDA
ARQ Wealth Advisors LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 77.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,418 shares of the computer... More of this article »
CIBC Private Wealth Group LLC Cuts Stake in Lockheed Martin Corporation $LMT
CIBC Private Wealth Group LLC reduced its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 11.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
CIBC Private Wealth Group LLC Decreases Position in iShares National Muni Bond ETF $MUB
CIBC Private Wealth Group LLC lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 42.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
CIBC Private Wealth Group LLC Sells 2,572 Shares of Illinois Tool Works Inc. $ITW
CIBC Private Wealth Group LLC lowered its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Confluence Investment Management LLC Has $53.18 Million Holdings in Illinois Tool Works Inc. $ITW
Confluence Investment Management LLC decreased its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Diageo plc $DEO Stock Position Decreased by Confluence Investment Management LLC
Confluence Investment Management LLC lowered its position in Diageo plc (NYSE:DEO – Free Report) by 19.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,098,320 shares... More of this article »
Commons Capital LLC Purchases 6,154 Shares of Vanguard High Dividend Yield ETF $VYM
Commons Capital LLC increased its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 32.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Corporation $MSFT is CIBC Private Wealth Group LLC’s Largest Position
CIBC Private Wealth Group LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,595,287 shares of... More of this article »
Accenture PLC $ACN Position Boosted by Confluence Investment Management LLC
Confluence Investment Management LLC lifted its stake in Accenture PLC (NYSE:ACN – Free Report) by 58.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Coastline Trust Co
Coastline Trust Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Purchased by Coastline Trust Co
Coastline Trust Co grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Honeywell International Inc. $HON Shares Acquired by Coastline Trust Co
Coastline Trust Co boosted its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 58.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Coastline Trust Co Increases Stake in Caterpillar Inc. $CAT
Coastline Trust Co raised its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 39.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,077 shares of the industrial products company’s... More of this article »
Coastline Trust Co Buys 10,492 Shares of AbbVie Inc. $ABBV
Coastline Trust Co boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 27.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
The Walt Disney Company $DIS Shares Bought by Avior Wealth Management LLC
Avior Wealth Management LLC grew its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 13.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,652 shares of the entertainment... More of this article »
CGN Advisors LLC Acquires 3,596 Shares of American Tower Corporation $AMT
CGN Advisors LLC boosted its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
The Home Depot, Inc. $HD Shares Sold by Cape Investment Advisory Inc.
Cape Investment Advisory Inc. lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 77.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Brookfield Corporation $BN Stock Holdings Boosted by Asset Management Advisors LLC
Asset Management Advisors LLC raised its position in Brookfield Corporation (NYSE:BN – Free Report) by 49.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 341,414 shares... More of this article »
Eli Lilly and Company $LLY Shares Acquired by Farmers National Bank
Farmers National Bank increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 17.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Connors Investor Services Inc. Acquires 4,168 Shares of Amazon.com, Inc. $AMZN
Connors Investor Services Inc. grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Cambria Investment Management L.P.
Cambria Investment Management L.P. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 169.8% during the 3rd quarter, according to the company in its most recent 13F... More of this article »
Cambria Investment Management L.P. Boosts Stock Position in Amazon.com, Inc. $AMZN
Cambria Investment Management L.P. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 122.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Cambria Investment Management L.P. Grows Stock Position in Vanguard S&P 500 ETF $VOO
Cambria Investment Management L.P. increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 51.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
NVIDIA Corporation $NVDA Stock Holdings Lessened by Connors Investor Services Inc.
Connors Investor Services Inc. reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 12.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 192,314 shares of... More of this article »
Cantor Fitzgerald L. P. Has $37.10 Million Holdings in Amazon.com, Inc. $AMZN
Cantor Fitzgerald L. P. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 246.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 168,963... More of this article »
Trane Technologies plc $TT Shares Sold by Cambria Investment Management L.P.
Cambria Investment Management L.P. reduced its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 31.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Argent Capital Management LLC Sells 15,862 Shares of NextEra Energy, Inc. $NEE
Argent Capital Management LLC lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »