Home » SEC Filing Articles
Dakota Wealth Management Invests $572,000 in VictoryShares US Multi-Factor Minimum Volatility ETF $VSMV
Dakota Wealth Management bought a new position in VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Dakota Wealth Management Trims Holdings in Innovator U.S. Equity Power Buffer ETF – August $PAUG
Dakota Wealth Management decreased its position in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 77.2% in the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Dakota Wealth Management Acquires Shares of 3,825 Onto Innovation Inc. $ONTO
Dakota Wealth Management acquired a new stake in Onto Innovation Inc. (NYSE:ONTO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Dakota Wealth Management Sells 105,154 Shares of Southern Company (The) $SO
Dakota Wealth Management decreased its position in shares of Southern Company (The) (NYSE:SO – Free Report) by 93.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares iBoxx $ High Yield Corporate Bond ETF $HYG Shares Sold by CoreCap Advisors LLC
CoreCap Advisors LLC lessened its position in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 75.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dakota Wealth Management Buys Shares of 11,575 Commerce Bancshares, Inc. $CBSH
Dakota Wealth Management bought a new position in Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 11,575... More of this article »
Capital Investment Advisors LLC Has $686,000 Position in Booz Allen Hamilton Holding Corporation $BAH
Capital Investment Advisors LLC cut its holdings in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 47.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Dakota Wealth Management Takes Position in Vanguard Russell 1000 Growth ETF $VONG
Dakota Wealth Management purchased a new stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Domino’s Pizza Inc $DPZ Shares Sold by Capital Investment Advisors LLC
Capital Investment Advisors LLC reduced its stake in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 56.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,204... More of this article »
Allspring Global Investments Holdings LLC Sells 178,849 Shares of Regions Financial Corporation $RF
Allspring Global Investments Holdings LLC trimmed its stake in Regions Financial Corporation (NYSE:RF – Free Report) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
EOG Resources, Inc. $EOG Position Reduced by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC reduced its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 13.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Allspring Global Investments Holdings LLC Increases Stock Position in Netflix, Inc. $NFLX
Allspring Global Investments Holdings LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 870.2% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Allspring Global Investments Holdings LLC Buys 593,564 Shares of iShares MSCI Eurozone ETF $EZU
Allspring Global Investments Holdings LLC raised its stake in shares of iShares MSCI Eurozone ETF (BATS:EZU – Free Report) by 27.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Teradyne, Inc. $TER Holdings Lessened by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC decreased its holdings in Teradyne, Inc. (NASDAQ:TER – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Bought by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC grew its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 14.0% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Allspring Global Investments Holdings LLC Grows Stock Position in Keysight Technologies Inc. $KEYS
Allspring Global Investments Holdings LLC lifted its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 34.7% during the fourth quarter, according to its most recent disclosure with the SEC. The fund... More of this article »Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC trimmed its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 9.5% during the fourth quarter, according to its most recent filing with the... More of this article »
DAVENPORT & Co LLC Purchases 12,212 Shares of Exelon Corporation $EXC
DAVENPORT & Co LLC increased its position in Exelon Corporation (NASDAQ:EXC – Free Report) by 178.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
DAVENPORT & Co LLC Takes $782,000 Position in Dimensional U.S. Equity ETF $DFUS
DAVENPORT & Co LLC purchased a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
DAVENPORT & Co LLC Has $787,000 Stock Position in CoStar Group, Inc. $CSGP
DAVENPORT & Co LLC reduced its stake in CoStar Group, Inc. (NASDAQ:CSGP – Free Report) by 80.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Microsoft Corporation $MSFT Shares Purchased by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB grew its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
DAVENPORT & Co LLC Makes New Investment in Rayonier Inc. $RYN
DAVENPORT & Co LLC acquired a new position in shares of Rayonier Inc. (NYSE:RYN – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 40,475 shares... More of this article »
Kenvue Inc. $KVUE Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC reduced its position in Kenvue Inc. (NYSE:KVUE – Free Report) by 80.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 39,838 shares of the company’s stock after... More of this article »
DAVENPORT & Co LLC Makes New Investment in Alnylam Pharmaceuticals, Inc. $ALNY
DAVENPORT & Co LLC purchased a new stake in shares of Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
DAVENPORT & Co LLC Makes New $829,000 Investment in Schwab International Dividend Equity ETF $SCHY
DAVENPORT & Co LLC acquired a new stake in Schwab International Dividend Equity ETF (NYSEARCA:SCHY – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Electronic Arts Inc. $EA Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC reduced its stake in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) by 97.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »DAVENPORT & Co LLC Has $848,000 Stock Position in SPDR EURO STOXX 50 ETF $FEZ
DAVENPORT & Co LLC increased its holdings in shares of SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ – Free Report) by 288.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
25,798 Shares in Capital Group International Core Equity ETF $CGIC Acquired by DAVENPORT & Co LLC
DAVENPORT & Co LLC acquired a new position in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
DAVENPORT & Co LLC Makes New $601,000 Investment in Capital Group International Equity ETF $CGIE
DAVENPORT & Co LLC acquired a new position in Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
DAVENPORT & Co LLC Decreases Position in NVIDIA Corporation $NVDA
DAVENPORT & Co LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 2,008,605 shares of the computer... More of this article »
DAVENPORT & Co LLC Grows Stock Position in Vanguard FTSE Europe ETF $VGK
DAVENPORT & Co LLC increased its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 309.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Birch Financial Group LLC Buys New Shares in American International Group, Inc. $AIG
Birch Financial Group LLC purchased a new stake in shares of American International Group, Inc. (NYSE:AIG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Birch Financial Group LLC Takes Position in Altria Group, Inc. $MO
Birch Financial Group LLC bought a new stake in Altria Group, Inc. (NYSE:MO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 10,948 shares... More of this article »
DAVENPORT & Co LLC Reduces Position in Mitsubishi UFJ Financial Group, Inc. $MUFG
DAVENPORT & Co LLC decreased its position in Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 41.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Birch Financial Group LLC Has $1.01 Million Holdings in Verizon Communications Inc. $VZ
Birch Financial Group LLC lifted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 71.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Has $464.65 Million Holdings in Microsoft Corporation $MSFT
DAVENPORT & Co LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
ServiceNow, Inc. $NOW Shares Bought by Acima Private Wealth LLC
Acima Private Wealth LLC boosted its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 400.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Advisors Management Group Inc. ADV Sells 3,100 Shares of Johnson & Johnson $JNJ
Advisors Management Group Inc. ADV lowered its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 10.5% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Beacon Investment Advisory Services Inc. Sells 137,722 Shares of Zoetis Inc. $ZTS
Beacon Investment Advisory Services Inc. lowered its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 98.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,269 shares... More of this article »
apricus wealth LLC Purchases 11,250 Shares of LyondellBasell Industries N.V. $LYB
apricus wealth LLC lifted its holdings in LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 52.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Beacon Investment Advisory Services Inc. Sells 1,296 Shares of Thermo Fisher Scientific Inc. $TMO
Beacon Investment Advisory Services Inc. lowered its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 51.4% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
apricus wealth LLC Has $2.76 Million Stake in Kimberly-Clark Corporation $KMB
apricus wealth LLC grew its holdings in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 266.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Beacon Investment Advisory Services Inc. Makes New Investment in Solstice Advanced Mat $SOLS
Beacon Investment Advisory Services Inc. purchased a new stake in Solstice Advanced Mat (NASDAQ:SOLS – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Beacon Investment Advisory Services Inc. Sells 1,410 Shares of W.W. Grainger, Inc. $GWW
Beacon Investment Advisory Services Inc. lowered its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 86.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Bernard Wealth Management Corp. Takes Position in Reddit Inc. $RDDT
Bernard Wealth Management Corp. purchased a new position in Reddit Inc. (NYSE:RDDT – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 4,832 shares of the... More of this article »
Cigna Group $CI Shares Acquired by apricus wealth LLC
apricus wealth LLC lifted its stake in shares of Cigna Group (NYSE:CI – Free Report) by 715.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,505 shares... More of this article »
Assenagon Asset Management S.A. Increases Holdings in Core & Main, Inc. $CNM
Assenagon Asset Management S.A. increased its position in shares of Core & Main, Inc. (NYSE:CNM – Free Report) by 881.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Assenagon Asset Management S.A. Reduces Stake in Gulfport Energy Corporation $GPOR
Assenagon Asset Management S.A. cut its stake in shares of Gulfport Energy Corporation (NYSE:GPOR – Free Report) by 85.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
