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Confluence Investment Management LLC Buys 7,398 Shares of Keysight Technologies Inc. $KEYS
Confluence Investment Management LLC increased its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 334,338... More of this article »
Broadridge Financial Solutions, Inc. $BR Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC reduced its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Confluence Investment Management LLC Grows Stock Holdings in SPDR Portfolio Developed World ex-US ETF $SPDW
Confluence Investment Management LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 11.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Bought by Confluence Investment Management LLC
Confluence Investment Management LLC raised its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 74.9% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Confluence Investment Management LLC Has $137.96 Million Position in Lockheed Martin Corporation $LMT
Confluence Investment Management LLC reduced its position in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 4.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Confluence Investment Management LLC Sells 40,001 Shares of Paychex, Inc. $PAYX
Confluence Investment Management LLC decreased its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Southern Company (The) $SO Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC cut its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
The Progressive Corporation $PGR is Confluence Investment Management LLC’s 8th Largest Position
Confluence Investment Management LLC boosted its stake in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 7.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Confluence Investment Management LLC Has $158.89 Million Stake in Analog Devices, Inc. $ADI
Confluence Investment Management LLC trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 4.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Commons Capital LLC Acquires New Holdings in MP Materials Corp. $MP
Commons Capital LLC bought a new stake in MP Materials Corp. (NYSE:MP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Coastline Trust Co Makes New Investment in CME Group Inc. $CME
Coastline Trust Co purchased a new stake in CME Group Inc. (NASDAQ:CME – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 2,800 shares of the financial services provider’s... More of this article »
Coastline Trust Co Has $1.85 Million Holdings in Accenture PLC $ACN
Coastline Trust Co trimmed its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 52.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Commons Capital LLC Has $1.35 Million Holdings in ServiceNow, Inc. $NOW
Commons Capital LLC grew its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 387.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,790 shares... More of this article »
Coastline Trust Co Sells 7,160 Shares of iShares National Muni Bond ETF $MUB
Coastline Trust Co lessened its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 34.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Coastline Trust Co Grows Stock Holdings in Deere & Company $DE
Coastline Trust Co lifted its position in Deere & Company (NYSE:DE – Free Report) by 81.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,272 shares... More of this article »
iShares Core S&P Mid-Cap ETF $IJH is Coastline Trust Co’s 9th Largest Position
Coastline Trust Co boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 33.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 494,326... More of this article »
Coastline Trust Co Acquires 5,312 Shares of Danaher Corporation $DHR
Coastline Trust Co grew its holdings in Danaher Corporation (NYSE:DHR – Free Report) by 71.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
iShares Core S&P 500 ETF $IVV Shares Purchased by Coastline Trust Co
Coastline Trust Co grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Coastline Trust Co Has $3.57 Million Holdings in iShares MSCI Emerging Markets ETF $EEM
Coastline Trust Co boosted its holdings in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 547.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Coastline Trust Co Buys 29,487 Shares of iShares Russell 2000 ETF $IWM
Coastline Trust Co increased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 60.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Coastline Trust Co Increases Stock Position in Morgan Stanley $MS
Coastline Trust Co boosted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 26.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,766 shares of... More of this article »
Coastline Trust Co Increases Stake in iShares Core MSCI EAFE ETF $IEFA
Coastline Trust Co lifted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 30.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 284,334... More of this article »
Coastline Trust Co Purchases 211,037 Shares of iShares MSCI EAFE ETF $EFA
Coastline Trust Co boosted its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 130.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
CIBC Bancorp USA Inc. Purchases New Shares in The Bank of New York Mellon Corporation $BK
CIBC Bancorp USA Inc. acquired a new stake in shares of The Bank of New York Mellon Corporation (NYSE:BK – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
198,431 Shares in Starbucks Corporation $SBUX Bought by CIBC Bancorp USA Inc.
CIBC Bancorp USA Inc. acquired a new stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 198,431 shares... More of this article »
CIBC Bancorp USA Inc. Purchases New Shares in Vanguard High Dividend Yield ETF $VYM
CIBC Bancorp USA Inc. acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 78,425 shares... More of this article »
CGN Advisors LLC Has $6.29 Million Holdings in Vanguard Total International Bond ETF $BNDX
CGN Advisors LLC raised its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 13.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
CIBC Bancorp USA Inc. Purchases New Position in SPDR Portfolio S&P 500 Value ETF $SPYV
CIBC Bancorp USA Inc. purchased a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CGN Advisors LLC Raises Stock Holdings in Vanguard Growth ETF $VUG
CGN Advisors LLC raised its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Centaurus Financial Inc. Sells 1,035 Shares of Caterpillar Inc. $CAT
Centaurus Financial Inc. cut its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 27.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Cape Investment Advisory Inc. Sells 2,422 Shares of Invesco QQQ $QQQ
Cape Investment Advisory Inc. reduced its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 86.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Stock Holdings Lessened by Burkett Financial Services LLC
Burkett Financial Services LLC trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Cape Investment Advisory Inc. Trims Stake in International Business Machines Corporation $IBM
Cape Investment Advisory Inc. cut its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 96.8% in the third quarter, according to the company in its most recent filing with the Securities... More of this article »
Davis Selected Advisers Has $18.86 Million Holdings in Oracle Corporation $ORCL
Davis Selected Advisers lessened its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 49.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CGN Advisors LLC Sells 632 Shares of McKesson Corporation $MCK
CGN Advisors LLC decreased its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 13.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CIBC Bancorp USA Inc. Takes $19.63 Million Position in Union Pacific Corporation $UNP
CIBC Bancorp USA Inc. bought a new position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
Aspen Wealth Management LLC Sells 9,642 Shares of Exxon Mobil Corporation $XOM
Aspen Wealth Management LLC reduced its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 21.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 36,290 shares of the oil... More of this article »
Farmers National Bank Reduces Holdings in Broadcom Inc. $AVGO
Farmers National Bank lowered its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Farmers National Bank Increases Stake in AbbVie Inc. $ABBV
Farmers National Bank grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 66.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,178... More of this article »
Meta Platforms, Inc. $META Shares Purchased by Farmers National Bank
Farmers National Bank grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 180.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
CIBC Private Wealth Group LLC Increases Position in Vanguard Extended Market ETF $VXF
CIBC Private Wealth Group LLC raised its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Philip Morris International Inc. $PM Shares Acquired by Cambria Investment Management L.P.
Cambria Investment Management L.P. increased its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 154.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 8,779 shares... More of this article »
Meta Platforms, Inc. $META Stock Position Raised by Cambria Investment Management L.P.
Cambria Investment Management L.P. increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 240.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,555 shares... More of this article »
Brookfield Infrastructure Partners LP $BIP Shares Sold by CIBC Private Wealth Group LLC
CIBC Private Wealth Group LLC reduced its holdings in Brookfield Infrastructure Partners LP (NYSE:BIP – Free Report) (TSE:BIP.UN) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Cambria Investment Management L.P. Has $4.55 Million Position in Alphabet Inc. $GOOGL
Cambria Investment Management L.P. boosted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 236.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
JPMorgan Chase & Co. $JPM Shares Purchased by Cambria Investment Management L.P.
Cambria Investment Management L.P. increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 24.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CIBC Private Wealth Group LLC Trims Holdings in HealthEquity, Inc. $HQY
CIBC Private Wealth Group LLC decreased its position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 81.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Connors Investor Services Inc. Raises Stock Holdings in JPMorgan Chase & Co. $JPM
Connors Investor Services Inc. raised its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »