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Image for Capital Management Associates Inc Acquires 34,485 Shares of Capital Group Core Equity ETF $CGUS

Capital Management Associates Inc Acquires 34,485 Shares of Capital Group Core Equity ETF $CGUS

Capital Management Associates Inc lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 58.3% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Vanguard Long-Term Bond ETF $BLV Position Trimmed by Capital Advisors Wealth Management LLC

Vanguard Long-Term Bond ETF $BLV Position Trimmed by Capital Advisors Wealth Management LLC

Capital Advisors Wealth Management LLC decreased its holdings in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 90.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for Capricorn Fund Managers Ltd Acquires Shares of 33,383 Chart Industries, Inc. $GTLS

Capricorn Fund Managers Ltd Acquires Shares of 33,383 Chart Industries, Inc. $GTLS

Capricorn Fund Managers Ltd acquired a new position in shares of Chart Industries, Inc. (NYSE:GTLS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Capricorn Fund Managers Ltd Sells 68,827 Shares of Phibro Animal Health Corporation $PAHC

Capricorn Fund Managers Ltd Sells 68,827 Shares of Phibro Animal Health Corporation $PAHC

Capricorn Fund Managers Ltd decreased its stake in shares of Phibro Animal Health Corporation (NASDAQ:PAHC – Free Report) by 27.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Capital Management Associates Inc Buys Shares of 12,495 iShares Core Total USD Bond Market ETF $IUSB

Capital Management Associates Inc Buys Shares of 12,495 iShares Core Total USD Bond Market ETF $IUSB

Capital Management Associates Inc purchased a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Capricorn Fund Managers Ltd Buys 57,663 Shares of Avidity Biosciences, Inc. $RNA

Capricorn Fund Managers Ltd Buys 57,663 Shares of Avidity Biosciences, Inc. $RNA

Capricorn Fund Managers Ltd lifted its stake in shares of Avidity Biosciences, Inc. (NASDAQ:RNA – Free Report) by 533.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 68,463 shares of... More of this article »
Image for Capital Management Associates Inc Acquires 2,143 Shares of Deere & Company $DE

Capital Management Associates Inc Acquires 2,143 Shares of Deere & Company $DE

Capital Management Associates Inc grew its holdings in Deere & Company (NYSE:DE – Free Report) by 84.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 2,407 Shares in Intuitive Surgical, Inc. $ISRG Acquired by Buffalo Business & Estate Services Ltd.

2,407 Shares in Intuitive Surgical, Inc. $ISRG Acquired by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 2,407 shares... More of this article »
Image for Harbor Capital Advisors Inc. Sells 1,990 Shares of Jones Lang LaSalle Incorporated $JLL

Harbor Capital Advisors Inc. Sells 1,990 Shares of Jones Lang LaSalle Incorporated $JLL

Harbor Capital Advisors Inc. cut its stake in Jones Lang LaSalle Incorporated (NYSE:JLL – Free Report) by 42.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Buffalo Business & Estate Services Ltd. Takes $1.50 Million Position in Robinhood Markets, Inc. $HOOD

Buffalo Business & Estate Services Ltd. Takes $1.50 Million Position in Robinhood Markets, Inc. $HOOD

Buffalo Business & Estate Services Ltd. bought a new stake in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for 43,765 Shares in Schwab U.S. REIT ETF $SCHH Acquired by Cooke Wealth Management LLC

43,765 Shares in Schwab U.S. REIT ETF $SCHH Acquired by Cooke Wealth Management LLC

Cooke Wealth Management LLC bought a new position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 43,765 shares of... More of this article »
Image for FNY Investment Advisers LLC Decreases Holdings in Rocket Lab Corporation $RKLB

FNY Investment Advisers LLC Decreases Holdings in Rocket Lab Corporation $RKLB

FNY Investment Advisers LLC decreased its holdings in Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 93.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Buffalo Business & Estate Services Ltd. Takes Position in Stryker Corporation $SYK

Buffalo Business & Estate Services Ltd. Takes Position in Stryker Corporation $SYK

Buffalo Business & Estate Services Ltd. acquired a new position in Stryker Corporation (NYSE:SYK – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired... More of this article »
Image for Buffalo Business & Estate Services Ltd. Purchases Shares of 7,263 The Boeing Company $BA

Buffalo Business & Estate Services Ltd. Purchases Shares of 7,263 The Boeing Company $BA

Buffalo Business & Estate Services Ltd. purchased a new stake in shares of The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Capital Management Associates Inc Has $9.56 Million Stock Position in Capital Group Core Balanced ETF $CGBL

Capital Management Associates Inc Has $9.56 Million Stock Position in Capital Group Core Balanced ETF $CGBL

Capital Management Associates Inc lifted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 22.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Buffalo Business & Estate Services Ltd. Purchases Shares of 14,230 iShares Russell Mid-Cap ETF $IWR

Buffalo Business & Estate Services Ltd. Purchases Shares of 14,230 iShares Russell Mid-Cap ETF $IWR

Buffalo Business & Estate Services Ltd. acquired a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Buffalo Business & Estate Services Ltd. Takes $489,000 Position in Monolithic Power Systems, Inc. $MPWR

Buffalo Business & Estate Services Ltd. Takes $489,000 Position in Monolithic Power Systems, Inc. $MPWR

Buffalo Business & Estate Services Ltd. acquired a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Guild Investment Management Inc. Has $11.29 Million Stock Position in Global X 1-3 Month T-Bill ETF $CLIP

Guild Investment Management Inc. Has $11.29 Million Stock Position in Global X 1-3 Month T-Bill ETF $CLIP

Guild Investment Management Inc. increased its holdings in shares of Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) by 7.7% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Image for 9,750 Shares in The Progressive Corporation $PGR Acquired by Guild Investment Management Inc.

9,750 Shares in The Progressive Corporation $PGR Acquired by Guild Investment Management Inc.

Guild Investment Management Inc. bought a new stake in The Progressive Corporation (NYSE:PGR – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Cooke Wealth Management LLC Takes $3.40 Million Position in Vanguard Mid-Cap Value ETF $VOE

Cooke Wealth Management LLC Takes $3.40 Million Position in Vanguard Mid-Cap Value ETF $VOE

Cooke Wealth Management LLC acquired a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Cooke Wealth Management LLC Takes $1.09 Million Position in Tractor Supply Company $TSCO

Cooke Wealth Management LLC Takes $1.09 Million Position in Tractor Supply Company $TSCO

Cooke Wealth Management LLC purchased a new position in Tractor Supply Company (NASDAQ:TSCO – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Image for Cooke Wealth Management LLC Takes Position in iShares S&P Mid-Cap 400 Value ETF $IJJ

Cooke Wealth Management LLC Takes Position in iShares S&P Mid-Cap 400 Value ETF $IJJ

Cooke Wealth Management LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Cooke Wealth Management LLC Makes New Investment in iShares MSCI EAFE Small-Cap ETF $SCZ

Cooke Wealth Management LLC Makes New Investment in iShares MSCI EAFE Small-Cap ETF $SCZ

Cooke Wealth Management LLC acquired a new stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Buffalo Business & Estate Services Ltd. Makes New $442,000 Investment in Caterpillar Inc. $CAT

Buffalo Business & Estate Services Ltd. Makes New $442,000 Investment in Caterpillar Inc. $CAT

Buffalo Business & Estate Services Ltd. acquired a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Guild Investment Management Inc. Acquires Shares of 53,890 Goldman Sachs S&P 500 Core Premium Income ETF $GPIX

Guild Investment Management Inc. Acquires Shares of 53,890 Goldman Sachs S&P 500 Core Premium Income ETF $GPIX

Guild Investment Management Inc. bought a new position in Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Cooke Wealth Management LLC Takes Position in Stryker Corporation $SYK

Cooke Wealth Management LLC Takes Position in Stryker Corporation $SYK

Cooke Wealth Management LLC bought a new position in Stryker Corporation (NYSE:SYK – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 13,200 shares of the medical... More of this article »
Image for General Mills, Inc. $GIS is Capital Management Associates Inc’s 10th Largest Position

General Mills, Inc. $GIS is Capital Management Associates Inc’s 10th Largest Position

Capital Management Associates Inc lessened its position in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 48.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Cooke Wealth Management LLC Invests $2.02 Million in Vanguard FTSE Emerging Markets ETF $VWO

Cooke Wealth Management LLC Invests $2.02 Million in Vanguard FTSE Emerging Markets ETF $VWO

Cooke Wealth Management LLC acquired a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Cooke Wealth Management LLC Makes New $1.65 Million Investment in SPDR S&P 400 Mid Cap Value ETF $MDYV

Cooke Wealth Management LLC Makes New $1.65 Million Investment in SPDR S&P 400 Mid Cap Value ETF $MDYV

Cooke Wealth Management LLC acquired a new stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Cooke Wealth Management LLC Buys New Shares in Schwab Fundamental International Equity ETF $FNDF

Cooke Wealth Management LLC Buys New Shares in Schwab Fundamental International Equity ETF $FNDF

Cooke Wealth Management LLC purchased a new stake in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Cooke Wealth Management LLC Makes New $7 Million Investment in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Cooke Wealth Management LLC Makes New $7 Million Investment in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Cooke Wealth Management LLC purchased a new stake in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Cooke Wealth Management LLC Takes Position in iShares Gold Trust $IAU

Cooke Wealth Management LLC Takes Position in iShares Gold Trust $IAU

Cooke Wealth Management LLC bought a new position in iShares Gold Trust (NYSEARCA:IAU – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 16,176 shares of... More of this article »
Image for Capital Management Associates Inc Acquires 6,290 Shares of Vanguard Small-Cap Growth ETF $VBK

Capital Management Associates Inc Acquires 6,290 Shares of Vanguard Small-Cap Growth ETF $VBK

Capital Management Associates Inc lifted its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 24.6% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Guild Investment Management Inc. Makes New Investment in SPDR Portfolio Short Term Treasury ETF $SPTS

Guild Investment Management Inc. Makes New Investment in SPDR Portfolio Short Term Treasury ETF $SPTS

Guild Investment Management Inc. acquired a new stake in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Buffalo Business & Estate Services Ltd. Acquires Shares of 3,295 GE Vernova Inc. $GEV

Buffalo Business & Estate Services Ltd. Acquires Shares of 3,295 GE Vernova Inc. $GEV

Buffalo Business & Estate Services Ltd. purchased a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Buffalo Business & Estate Services Ltd. Makes New $1.84 Million Investment in CrowdStrike $CRWD

Buffalo Business & Estate Services Ltd. Makes New $1.84 Million Investment in CrowdStrike $CRWD

Buffalo Business & Estate Services Ltd. bought a new position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Buffalo Business & Estate Services Ltd. Takes Position in Barrick Mining Corporation $B

Buffalo Business & Estate Services Ltd. Takes Position in Barrick Mining Corporation $B

Buffalo Business & Estate Services Ltd. purchased a new position in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Buffalo Business & Estate Services Ltd. Buys New Stake in United Rentals, Inc. $URI

Buffalo Business & Estate Services Ltd. Buys New Stake in United Rentals, Inc. $URI

Buffalo Business & Estate Services Ltd. bought a new position in United Rentals, Inc. (NYSE:URI – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 39,249 Shares in SPDR Portfolio S&P 500 Growth ETF $SPYG Bought by Buffalo Business & Estate Services Ltd.

39,249 Shares in SPDR Portfolio S&P 500 Growth ETF $SPYG Bought by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. purchased a new position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) during the 4th quarter, according to the company in its most recent 13F... More of this article »
Image for 24,953 Shares in iShares Russell 1000 Value ETF $IWD Purchased by Buffalo Business & Estate Services Ltd.

24,953 Shares in iShares Russell 1000 Value ETF $IWD Purchased by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. bought a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for 9,539 Shares in Mastercard Incorporated $MA Acquired by Buffalo Business & Estate Services Ltd.

9,539 Shares in Mastercard Incorporated $MA Acquired by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. acquired a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Buffalo Business & Estate Services Ltd. Makes New $6.61 Million Investment in iShares Russell 1000 Growth ETF $IWF

Buffalo Business & Estate Services Ltd. Makes New $6.61 Million Investment in iShares Russell 1000 Growth ETF $IWF

Buffalo Business & Estate Services Ltd. purchased a new stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Cidel Asset Management Inc. Has $3.11 Million Stock Position in Intel Corporation $INTC

Cidel Asset Management Inc. Has $3.11 Million Stock Position in Intel Corporation $INTC

Cidel Asset Management Inc. cut its holdings in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 11.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Cidel Asset Management Inc. Sells 30,176 Shares of Bank of Nova Scotia (The) $BNS

Cidel Asset Management Inc. Sells 30,176 Shares of Bank of Nova Scotia (The) $BNS

Cidel Asset Management Inc. cut its holdings in Bank of Nova Scotia (The) (NYSE:BNS – Free Report) (TSE:BNS) by 17.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Cidel Asset Management Inc. Sells 75,326 Shares of Manulife Financial Corp $MFC

Cidel Asset Management Inc. Sells 75,326 Shares of Manulife Financial Corp $MFC

Cidel Asset Management Inc. reduced its stake in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) by 15.5% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 410,817 shares... More of this article »
Image for Cidel Asset Management Inc. Trims Stock Holdings in Marriott International, Inc. $MAR

Cidel Asset Management Inc. Trims Stock Holdings in Marriott International, Inc. $MAR

Cidel Asset Management Inc. cut its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Cidel Asset Management Inc. Cuts Stock Position in Fortis $FTS

Cidel Asset Management Inc. Cuts Stock Position in Fortis $FTS

Cidel Asset Management Inc. cut its position in Fortis (NYSE:FTS – Free Report) by 44.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 537,541 shares of the... More of this article »
Image for Cidel Asset Management Inc. Reduces Stock Position in The Descartes Systems Group Inc. $DSGX

Cidel Asset Management Inc. Reduces Stock Position in The Descartes Systems Group Inc. $DSGX

Cidel Asset Management Inc. cut its holdings in The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 63.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Cidel Asset Management Inc. Boosts Stock Holdings in iShares MSCI ACWI ETF $ACWI

Cidel Asset Management Inc. Boosts Stock Holdings in iShares MSCI ACWI ETF $ACWI

Cidel Asset Management Inc. grew its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 172.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Cidel Asset Management Inc. Has $42.78 Million Stake in Willis Towers Watson Public Limited Company $WTW

Cidel Asset Management Inc. Has $42.78 Million Stake in Willis Towers Watson Public Limited Company $WTW

Cidel Asset Management Inc. lessened its position in Willis Towers Watson Public Limited Company (NASDAQ:WTW – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »