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Darden Restaurants, Inc. $DRI Holdings Lowered by SteelPeak Wealth LLC
SteelPeak Wealth LLC reduced its stake in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 24.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
SteelPeak Wealth LLC Invests $2.04 Million in VeriSign, Inc. $VRSN
SteelPeak Wealth LLC acquired a new stake in VeriSign, Inc. (NASDAQ:VRSN – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired... More of this article »
SteelPeak Wealth LLC Lowers Position in Comfort Systems USA, Inc. $FIX
SteelPeak Wealth LLC reduced its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 23.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
SteelPeak Wealth LLC Trims Stock Holdings in Altria Group, Inc. $MO
SteelPeak Wealth LLC lowered its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 67.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,073... More of this article »
Perigon Wealth Management LLC Raises Holdings in Equinix, Inc. $EQIX
Perigon Wealth Management LLC grew its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 141.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
iShares Core S&P 500 ETF $IVV Stake Lowered by MRA Advisory Group
MRA Advisory Group cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 49.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SteelPeak Wealth LLC Purchases New Shares in Xcel Energy Inc. $XEL
SteelPeak Wealth LLC bought a new position in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P 500 ETF $IVV is Matson Money. Inc.’s 3rd Largest Position
Matson Money. Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
SteelPeak Wealth LLC Invests $2.37 Million in SPDR S&P Metals & Mining ETF $XME
SteelPeak Wealth LLC acquired a new position in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Perigon Wealth Management LLC Lowers Stock Position in Chord Energy Corporation $CHRD
Perigon Wealth Management LLC cut its stake in shares of Chord Energy Corporation (NASDAQ:CHRD – Free Report) by 17.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SteelPeak Wealth LLC Sells 1,821 Shares of Argan, Inc. $AGX
SteelPeak Wealth LLC lowered its stake in Argan, Inc. (NYSE:AGX – Free Report) by 19.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Perigon Wealth Management LLC Sells 44,905 Shares of Franklin Senior Loan ETF $FLBL
Perigon Wealth Management LLC reduced its stake in shares of Franklin Senior Loan ETF (BATS:FLBL – Free Report) by 29.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 107,970 shares... More of this article »
SteelPeak Wealth LLC Purchases New Position in Dycom Industries, Inc. $DY
SteelPeak Wealth LLC bought a new stake in shares of Dycom Industries, Inc. (NYSE:DY – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The firm bought 6,534 shares of the construction company’s... More of this article »
SteelPeak Wealth LLC Buys 7,627 Shares of iShares Convertible Bond ETF $ICVT
SteelPeak Wealth LLC increased its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 38.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Toth Financial Advisory Corp Boosts Stake in Ascendis Pharma A/S $ASND
Toth Financial Advisory Corp grew its stake in Ascendis Pharma A/S (NASDAQ:ASND – Free Report) by 679.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Perigon Wealth Management LLC Cuts Stock Holdings in iShares 3-7 Year Treasury Bond ETF $IEI
Perigon Wealth Management LLC reduced its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 26.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Perigon Wealth Management LLC Buys 11,531 Shares of iShares Short Duration Bond Active ETF $NEAR
Perigon Wealth Management LLC boosted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 41.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
SteelPeak Wealth LLC Purchases 42,659 Shares of Las Vegas Sands Corp. $LVS
SteelPeak Wealth LLC boosted its position in Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 835.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
SteelPeak Wealth LLC Has $2.32 Million Stake in Marathon Petroleum Corporation $MPC
SteelPeak Wealth LLC reduced its stake in Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 34.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
SteelPeak Wealth LLC Makes New $2.66 Million Investment in D.R. Horton, Inc. $DHI
SteelPeak Wealth LLC purchased a new stake in D.R. Horton, Inc. (NYSE:DHI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased... More of this article »
Toth Financial Advisory Corp Has $274,000 Position in DigitalOcean Holdings, Inc. $DOCN
Toth Financial Advisory Corp boosted its position in shares of DigitalOcean Holdings, Inc. (NYSE:DOCN – Free Report) by 5,600.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Toth Financial Advisory Corp Acquires 50,000 Shares of Nu Holdings Ltd. $NU
Toth Financial Advisory Corp raised its stake in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 3,289.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
GraniteShares Advisors LLC Has $123,000 Holdings in Stryker Corporation $SYK
GraniteShares Advisors LLC cut its holdings in shares of Stryker Corporation (NYSE:SYK – Free Report) by 89.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Perigon Wealth Management LLC Makes New $2.91 Million Investment in Vista Energy, S.A.B. de C.V. – Sponsored ADR $VIST
Perigon Wealth Management LLC purchased a new stake in shares of Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST – Free Report) during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Visa Inc. $V Shares Purchased by HF Advisory Group LLC
HF Advisory Group LLC increased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1,125.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
GraniteShares Advisors LLC Sells 1,495 Shares of Synopsys, Inc. $SNPS
GraniteShares Advisors LLC cut its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 76.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
HBE Wealth Management LLC Takes $1.24 Million Position in AMETEK, Inc. $AME
HBE Wealth Management LLC bought a new position in AMETEK, Inc. (NYSE:AME – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
HBE Wealth Management LLC Takes $811,000 Position in Vanguard Short-Term Bond ETF $BSV
HBE Wealth Management LLC purchased a new position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Perigon Wealth Management LLC Purchases 3,543 Shares of Novartis AG $NVS
Perigon Wealth Management LLC increased its position in Novartis AG (NYSE:NVS – Free Report) by 20.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
GraniteShares Advisors LLC Has $70,000 Stock Holdings in Salesforce Inc. $CRM
GraniteShares Advisors LLC lessened its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 95.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares MSCI EAFE Growth ETF $EFG Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC lessened its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 44.3% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Autodesk, Inc. $ADSK Stake Cut by GraniteShares Advisors LLC
GraniteShares Advisors LLC reduced its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 89.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 296 shares... More of this article »
Perigon Wealth Management LLC Acquires 23,383 Shares of Dimensional US Sustainability Core 1 ETF $DFSU
Perigon Wealth Management LLC raised its holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 55.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Perigon Wealth Management LLC Buys 2,335 Shares of VanEck Semiconductor ETF $SMH
Perigon Wealth Management LLC raised its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 27.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Perigon Wealth Management LLC Invests $3.90 Million in Jones Lang LaSalle Incorporated $JLL
Perigon Wealth Management LLC acquired a new stake in shares of Jones Lang LaSalle Incorporated (NYSE:JLL – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
JPMorgan Chase & Co. Buys 14,996 Shares of Principal U.S. Mega-Cap ETF $USMC
JPMorgan Chase & Co. lifted its stake in shares of Principal U.S. Mega-Cap ETF (NASDAQ:USMC – Free Report) by 45.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Global Trust Asset Management LLC Has $156,000 Stake in Howmet Aerospace Inc. $HWM
Global Trust Asset Management LLC trimmed its position in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 81.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nisa Investment Advisors LLC Trims Stock Holdings in The Mosaic Company $MOS
Nisa Investment Advisors LLC lowered its holdings in The Mosaic Company (NYSE:MOS – Free Report) by 48.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Nisa Investment Advisors LLC Decreases Position in Match Group Inc. $MTCH
Nisa Investment Advisors LLC trimmed its holdings in Match Group Inc. (NASDAQ:MTCH – Free Report) by 45.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Nisa Investment Advisors LLC Acquires 24,509 Shares of ManpowerGroup Inc. $MAN
Nisa Investment Advisors LLC increased its stake in ManpowerGroup Inc. (NYSE:MAN – Free Report) by 18,290.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,643... More of this article »
Northwest Natural Gas Company $NWN Shares Acquired by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC increased its position in shares of Northwest Natural Gas Company (NYSE:NWN – Free Report) by 510.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Nisa Investment Advisors LLC Has $1.24 Million Stake in Strategy Inc $MSTR
Nisa Investment Advisors LLC trimmed its stake in Strategy Inc (NASDAQ:MSTR – Free Report) by 69.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Nisa Investment Advisors LLC Lowers Position in Rithm Capital Corp. $RITM
Nisa Investment Advisors LLC decreased its stake in shares of Rithm Capital Corp. (NYSE:RITM – Free Report) by 51.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 55,180 shares... More of this article »
Broadcom Inc. $AVGO Shares Sold by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 14.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Entegris, Inc. $ENTG Shares Purchased by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC grew its position in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 135.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Nisa Investment Advisors LLC Buys 1,630 Shares of Lumentum Holdings Inc. $LITE
Nisa Investment Advisors LLC increased its stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 248.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Moody Lynn & Lieberson LLC Has $16.26 Million Stock Holdings in Alphabet Inc. $GOOG
Moody Lynn & Lieberson LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Nisa Investment Advisors LLC Sells 16,285 Shares of Innovative Industrial Properties, Inc. $IIPR
Nisa Investment Advisors LLC reduced its position in shares of Innovative Industrial Properties, Inc. (NYSE:IIPR – Free Report) by 46.9% in the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »