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Advisory Research Inc. Invests $2.73 Million in British American Tobacco p.l.c. $BTI
Advisory Research Inc. purchased a new stake in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Advisory Research Inc. Acquires 1,908 Shares of Lockheed Martin Corporation $LMT
Advisory Research Inc. raised its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 50.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Advisory Research Inc. Boosts Holdings in Accenture PLC $ACN
Advisory Research Inc. raised its position in Accenture PLC (NYSE:ACN – Free Report) by 43.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Advisory Research Inc. Acquires 24,132 Shares of Vanguard Ultra-Short Bond ETF $VUSB
Advisory Research Inc. increased its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 113.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Advisory Research Inc. Sells 22,615 Shares of REV Group, Inc. $REVG
Advisory Research Inc. decreased its holdings in REV Group, Inc. (NYSE:REVG – Free Report) by 31.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Vanguard Growth ETF $VUG Shares Sold by American Investment Services Inc.
American Investment Services Inc. reduced its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Advisory Research Inc. Makes New Investment in Amgen Inc. $AMGN
Advisory Research Inc. purchased a new stake in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Annandale Capital LLC Has $42.51 Million Stake in Vanguard Short-Term Bond ETF $BSV
Annandale Capital LLC boosted its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Microsoft Corporation $MSFT is Angeles Wealth Management LLC’s 10th Largest Position
Angeles Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Dimensional U.S. Equity ETF $DFUS Shares Sold by American Investment Services Inc.
American Investment Services Inc. lessened its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.5% during the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
Akre Capital Management LLC Has $1.79 Billion Stock Position in Mastercard Incorporated $MA
Akre Capital Management LLC lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 4.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Dimensional Core Fixed Income ETF $DFCF Holdings Boosted by Annandale Capital LLC
Annandale Capital LLC increased its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 1.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Annandale Capital LLC Acquires 48,428 Shares of Dimensional International Core Equity Market ETF $DFAI
Annandale Capital LLC increased its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 5.8% in the third quarter, according to its most recent 13F filing with the Securities... More of this article »
Angeles Wealth Management LLC Has $26.16 Million Stock Position in NVIDIA Corporation $NVDA
Angeles Wealth Management LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 22.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Ameriflex Group Inc. Has $16.76 Million Stock Position in NVIDIA Corporation $NVDA
Ameriflex Group Inc. grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Advisory Research Inc. Buys Shares of 25,935 ACM Research, Inc. $ACMR
Advisory Research Inc. acquired a new position in shares of ACM Research, Inc. (NASDAQ:ACMR – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Ameriflex Group Inc. Has $19.55 Million Holdings in Apple Inc. $AAPL
Ameriflex Group Inc. raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 94.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Dimensional US Core Equity 1 ETF $DCOR Stock Position Raised by Annandale Capital LLC
Annandale Capital LLC boosted its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 9.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Advisory Research Inc. Has $896,000 Stock Holdings in UnitedHealth Group Incorporated $UNH
Advisory Research Inc. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 89.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,594... More of this article »
Advisory Research Inc. Invests $2.45 Million in Molson Coors Beverage Company $TAP
Advisory Research Inc. purchased a new position in shares of Molson Coors Beverage Company (NYSE:TAP – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Angeles Wealth Management LLC Raises Holdings in Amazon.com, Inc. $AMZN
Angeles Wealth Management LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 21.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Alphabet Inc. $GOOGL Shares Bought by Ameriflex Group Inc.
Ameriflex Group Inc. lifted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 113.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Angeles Wealth Management LLC Buys 4,429 Shares of Alphabet Inc. $GOOGL
Angeles Wealth Management LLC raised its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 12.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
American Investment Services Inc. Buys 28,279 Shares of Dimensional Global Real Estate ETF $DFGR
American Investment Services Inc. raised its position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 11.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
American Investment Services Inc. Decreases Holdings in Vanguard FTSE Developed Markets ETF $VEA
American Investment Services Inc. reduced its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
American Investment Services Inc. Grows Stake in Chevron Corporation $CVX
American Investment Services Inc. increased its position in Chevron Corporation (NYSE:CVX – Free Report) by 11.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Akre Capital Management LLC Cuts Position in American Tower Corporation $AMT
Akre Capital Management LLC decreased its stake in American Tower Corporation (NYSE:AMT – Free Report) by 51.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Amgen Inc. $AMGN Shares Bought by American Investment Services Inc.
American Investment Services Inc. increased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 45.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Amazon.com, Inc. $AMZN Position Boosted by Ameriflex Group Inc.
Ameriflex Group Inc. increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 119.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 23,662 shares of the e-commerce... More of this article »
Annandale Capital LLC Acquires 43,085 Shares of Dimensional Emerging Core Equity Market ETF $DFAE
Annandale Capital LLC increased its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 6.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Akre Capital Management LLC Sells 282,795 Shares of Roper Technologies, Inc. $ROP
Akre Capital Management LLC reduced its position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 19.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,156,673... More of this article »
Akre Capital Management LLC Purchases 1,500,000 Shares of CCC Intelligent Solutions Holdings Inc. $CCCS
Akre Capital Management LLC grew its holdings in shares of CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »American Investment Services Inc. Sells 12,711 Shares of SPDR Gold MiniShares Trust $GLDM
American Investment Services Inc. decreased its stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Altman Advisors Inc. Acquires 2,142 Shares of Meta Platforms, Inc. $META
Altman Advisors Inc. increased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 49.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Merck & Co., Inc. $MRK Shares Acquired by American Investment Services Inc.
American Investment Services Inc. boosted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 54.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Angeles Wealth Management LLC Increases Stock Holdings in Apple Inc. $AAPL
Angeles Wealth Management LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
O’Reilly Automotive, Inc. $ORLY Shares Sold by Akre Capital Management LLC
Akre Capital Management LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 8.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
KKR & Co. Inc. $KKR Shares Sold by Akre Capital Management LLC
Akre Capital Management LLC lowered its holdings in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 1.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
American Investment Services Inc. Has $18.69 Million Holdings in Vanguard International High Dividend Yield ETF $VYMI
American Investment Services Inc. reduced its holdings in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 8.8% in the third quarter, according to the company in its most recent disclosure... More of this article »
American Investment Services Inc. Has $21.66 Million Holdings in Dimensional US Marketwide Value ETF $DFUV
American Investment Services Inc. lowered its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Aristides Capital LLC Boosts Stock Position in Ituran Location and Control Ltd. $ITRN
Aristides Capital LLC raised its holdings in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN – Free Report) by 21.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Advisory Research Inc. Purchases New Stake in Genpact Limited $G
Advisory Research Inc. acquired a new position in shares of Genpact Limited (NYSE:G – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Akre Capital Management LLC Grows Holdings in Copart, Inc. $CPRT
Akre Capital Management LLC increased its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 253.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Advisory Research Inc. Buys New Shares in Flywire Corporation $FLYW
Advisory Research Inc. purchased a new position in shares of Flywire Corporation (NASDAQ:FLYW – Free Report) in the third quarter, according to its most recent filing with the SEC. The firm purchased 116,295 shares of the company’s... More of this article »
Advisory Research Inc. Acquires New Shares in Grocery Outlet Holding Corp. $GO
Advisory Research Inc. bought a new position in Grocery Outlet Holding Corp. (NASDAQ:GO – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 83,315 shares... More of this article »
Hubbell Inc $HUBB Stake Increased by Advisory Research Inc.
Advisory Research Inc. increased its holdings in Hubbell Inc (NYSE:HUBB – Free Report) by 15.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
CME Group Inc. $CME Shares Acquired by Advisory Research Inc.
Advisory Research Inc. boosted its position in CME Group Inc. (NASDAQ:CME – Free Report) by 19.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Advisory Research Inc. Invests $7.07 Million in Holley Inc. $HLLY
Advisory Research Inc. acquired a new stake in shares of Holley Inc. (NYSE:HLLY – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
