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GraniteShares Advisors LLC Lowers Stock Holdings in Cadence Design Systems, Inc. $CDNS
GraniteShares Advisors LLC lowered its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 89.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
JPMorgan Chase & Co. Trims Stock Holdings in MiMedx Group, Inc $MDXG
JPMorgan Chase & Co. reduced its holdings in shares of MiMedx Group, Inc (NASDAQ:MDXG – Free Report) by 21.3% in the third quarter, according to its most recent filing with the SEC. The fund owned 493,661 shares of the... More of this article »
GraniteShares Advisors LLC Has $220,000 Stake in CrowdStrike $CRWD
GraniteShares Advisors LLC trimmed its position in CrowdStrike (NASDAQ:CRWD – Free Report) by 82.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
9,838 Shares in iShares 3-7 Year Treasury Bond ETF $IEI Bought by HBE Wealth Management LLC
HBE Wealth Management LLC purchased a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased... More of this article »
JPMorgan Chase & Co. Has $3.51 Million Stock Holdings in StoneCo Ltd. $STNE
JPMorgan Chase & Co. decreased its stake in StoneCo Ltd. (NASDAQ:STNE – Free Report) by 26.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 185,727... More of this article »
JPMorgan Chase & Co. Decreases Position in NYLI MacKay Shields Municipal Intermediate ETF $MMIT
JPMorgan Chase & Co. trimmed its holdings in shares of NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT – Free Report) by 24.6% during the 3rd quarter, according to the company in its most recent 13F filing... More of this article »
JPMorgan Chase & Co. Lowers Stock Holdings in The Goodyear Tire & Rubber Company $GT
JPMorgan Chase & Co. cut its stake in shares of The Goodyear Tire & Rubber Company (NASDAQ:GT – Free Report) by 77.5% in the 3rd quarter, according to the company in its most recent filing with the Securities &... More of this article »
GraniteShares Advisors LLC Invests $2.75 Million in Prospect Capital Corporation $PSEC
GraniteShares Advisors LLC bought a new stake in Prospect Capital Corporation (NASDAQ:PSEC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Kimball Electronics, Inc. $KE Shares Purchased by JPMorgan Chase & Co.
JPMorgan Chase & Co. raised its stake in shares of Kimball Electronics, Inc. (NASDAQ:KE – Free Report) by 806.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
GraniteShares Advisors LLC Lowers Position in AGNC Investment Corp. $AGNC
GraniteShares Advisors LLC trimmed its position in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 25.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
145,320 Shares in Starwood Property Trust, Inc. $STWD Purchased by GraniteShares Advisors LLC
GraniteShares Advisors LLC purchased a new stake in shares of Starwood Property Trust, Inc. (NYSE:STWD – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »
GraniteShares Advisors LLC Has $2.86 Million Holdings in Fair Isaac Corporation $FICO
GraniteShares Advisors LLC grew its holdings in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 280.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,691... More of this article »
GraniteShares Advisors LLC Makes New Investment in Western Midstream Partners, LP $WES
GraniteShares Advisors LLC purchased a new position in shares of Western Midstream Partners, LP (NYSE:WES – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Intuitive Surgical, Inc. $ISRG Shares Sold by GraniteShares Advisors LLC
GraniteShares Advisors LLC lessened its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 80.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
HBE Wealth Management LLC Buys Shares of 33,097 Dimensional US Small Cap Value ETF $DFSV
HBE Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
HBE Wealth Management LLC Purchases New Holdings in Dimensional International Small Cap Value ETF $DISV
HBE Wealth Management LLC acquired a new stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Annaly Capital Management Inc $NLY Stock Position Decreased by GraniteShares Advisors LLC
GraniteShares Advisors LLC trimmed its stake in Annaly Capital Management Inc (NYSE:NLY – Free Report) by 30.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Exchange Traded Concepts LLC Sells 120,640 Shares of Vanguard FTSE Emerging Markets ETF $VWO
Exchange Traded Concepts LLC lessened its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 90.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV is FLP Wealth Management LLC’s 3rd Largest Position
FLP Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 40.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
EchoStar Corporation $SATS Shares Sold by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. decreased its holdings in shares of EchoStar Corporation (NASDAQ:SATS – Free Report) by 34.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,810... More of this article »
Teradyne, Inc. $TER Stock Position Decreased by FNY Investment Advisers LLC
FNY Investment Advisers LLC lowered its holdings in Teradyne, Inc. (NASDAQ:TER – Free Report) by 96.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
iShares Core S&P 500 ETF $IVV Shares Sold by Harbor Capital Advisors Inc.
Harbor Capital Advisors Inc. reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 96.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Braun Stacey Associates Inc. Sells 1,212 Shares of GE Vernova Inc. $GEV
Braun Stacey Associates Inc. reduced its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 3.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
149,817 Shares in Dimensional U.S. Core Equity 2 ETF $DFAC Purchased by HBE Wealth Management LLC
HBE Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Innovator U.S. Equity Ultra Buffer ETF – December $UDEC Shares Sold by Family Legacy Financial Solutions LLC
Family Legacy Financial Solutions LLC lowered its position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) by 91.9% during the fourth quarter, according to its most recent 13F filing with... More of this article »
Braun Stacey Associates Inc. Grows Stake in Texas Roadhouse, Inc. $TXRH
Braun Stacey Associates Inc. increased its position in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
HBE Wealth Management LLC Acquires Shares of 79,590 Dimensional International High Profitability ETF $DIHP
HBE Wealth Management LLC purchased a new stake in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Life Time Group Holdings, Inc. $LTH Stake Boosted by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. raised its position in shares of Life Time Group Holdings, Inc. (NYSE:LTH – Free Report) by 2.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP is Family Legacy Financial Solutions LLC’s 8th Largest Position
Family Legacy Financial Solutions LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 13.8% during the fourth quarter, according to its most recent filing with the SEC. The firm... More of this article »
HBE Wealth Management LLC Buys New Stake in Dimensional Short-Duration Fixed Income ETF $DFSD
HBE Wealth Management LLC purchased a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Braun Stacey Associates Inc. Sells 16,367 Shares of Corcept Therapeutics Incorporated $CORT
Braun Stacey Associates Inc. cut its stake in Corcept Therapeutics Incorporated (NASDAQ:CORT – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Braun Stacey Associates Inc. Boosts Stake in Leidos Holdings, Inc. $LDOS
Braun Stacey Associates Inc. increased its position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 9.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Braun Stacey Associates Inc. Increases Stock Holdings in CocaCola Company (The) $KO
Braun Stacey Associates Inc. boosted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 4.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Braun Stacey Associates Inc. Sells 15,102 Shares of Chart Industries, Inc. $GTLS
Braun Stacey Associates Inc. lessened its holdings in Chart Industries, Inc. (NYSE:GTLS – Free Report) by 20.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 58,586 shares of the industrial... More of this article »
HBE Wealth Management LLC Purchases Shares of 146,581 Dimensional Emerging Markets Core Equity 2 ETF $DFEM
HBE Wealth Management LLC purchased a new stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Braun Stacey Associates Inc. Has $11.35 Million Holdings in Arista Networks, Inc. $ANET
Braun Stacey Associates Inc. cut its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 26.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
HBE Wealth Management LLC Makes New $3.09 Million Investment in Dimensional US High Profitability ETF $DUHP
HBE Wealth Management LLC bought a new stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Braun Stacey Associates Inc. Sells 138,490 Shares of Itron, Inc. $ITRI
Braun Stacey Associates Inc. decreased its holdings in Itron, Inc. (NASDAQ:ITRI – Free Report) by 67.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Braun Stacey Associates Inc. Buys 25,148 Shares of Ascendis Pharma A/S $ASND
Braun Stacey Associates Inc. grew its stake in Ascendis Pharma A/S (NASDAQ:ASND – Free Report) by 26.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Schwab US Large-Cap ETF $SCHX Stake Lifted by Family Legacy Financial Solutions LLC
Family Legacy Financial Solutions LLC grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 49.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Braun Stacey Associates Inc. Raises Position in QXO, Inc. $QXO
Braun Stacey Associates Inc. boosted its position in shares of QXO, Inc. (NYSE:QXO – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
HBE Wealth Management LLC Takes $11.09 Million Position in Vanguard Intermediate-Term Treasury ETF $VGIT
HBE Wealth Management LLC bought a new position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
HBE Wealth Management LLC Invests $2.02 Million in Dimensional U.S. Targeted Value ETF $DFAT
HBE Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Family Legacy Financial Solutions LLC Has $8.09 Million Position in Schwab U.S. Mid-Cap ETF $SCHM
Family Legacy Financial Solutions LLC boosted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 19.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Braun Stacey Associates Inc. Sells 9,343 Shares of Colgate-Palmolive Company $CL
Braun Stacey Associates Inc. trimmed its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Braun Stacey Associates Inc. Purchases New Position in Urban Outfitters, Inc. $URBN
Braun Stacey Associates Inc. acquired a new position in shares of Urban Outfitters, Inc. (NASDAQ:URBN – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
34,129 Shares in Dimensional International Value ETF $DFIV Acquired by HBE Wealth Management LLC
HBE Wealth Management LLC acquired a new stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Ollie’s Bargain Outlet Holdings, Inc. $OLLI Shares Bought by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. grew its stake in shares of Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) by 5.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »