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Bell Bank Grows Holdings in Fortinet, Inc. $FTNT
Bell Bank raised its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 93.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,014 shares... More of this article »
Braun Bostich & Associates Inc. Has $7.68 Million Position in SPDR Portfolio S&P 500 Value ETF $SPYV
Braun Bostich & Associates Inc. raised its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 33.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Stock Position Lifted by Cypress Financial Planning LLC
Cypress Financial Planning LLC increased its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 25.2% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Purchased by Cypress Financial Planning LLC
Cypress Financial Planning LLC increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Cypress Financial Planning LLC Boosts Position in Vanguard Intermediate-Term Treasury ETF $VGIT
Cypress Financial Planning LLC grew its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 25.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Bell Bank Sells 9,923 Shares of Vanguard Total Stock Market ETF $VTI
Bell Bank decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bell Bank Grows Stake in Vanguard Mortgage-Backed Securities ETF $VMBS
Bell Bank grew its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 844,957 shares... More of this article »
Southern Company (The) $SO Shares Acquired by Bell Bank
Bell Bank lifted its holdings in Southern Company (The) (NYSE:SO – Free Report) by 20.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Cypress Wealth Services LLC Makes New Investment in American International Group, Inc. $AIG
Cypress Wealth Services LLC acquired a new stake in American International Group, Inc. (NYSE:AIG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chesley Taft & Associates LLC Buys 16,848 Shares of JPMorgan Income ETF $JPIE
Chesley Taft & Associates LLC grew its stake in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 26.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Canoe Financial LP Buys 194,555 Shares of CVS Health Corporation $CVS
Canoe Financial LP lifted its stake in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 11.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Canoe Financial LP Purchases 219,065 Shares of M&T Bank Corporation $MTB
Canoe Financial LP boosted its holdings in shares of M&T Bank Corporation (NYSE:MTB – Free Report) by 50.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Mid-Cap ETF $VO Stake Boosted by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
SPDR Gold Shares $GLD Shares Acquired by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC increased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 12.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Canoe Financial LP Has $114.76 Million Position in MSCI Inc $MSCI
Canoe Financial LP cut its stake in shares of MSCI Inc (NYSE:MSCI – Free Report) by 4.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 200,031 shares of the... More of this article »
Cypress Wealth Services LLC Buys 10,814 Shares of Verizon Communications Inc. $VZ
Cypress Wealth Services LLC lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 54.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Chesley Taft & Associates LLC Acquires 6,584 Shares of Oracle Corporation $ORCL
Chesley Taft & Associates LLC grew its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Stryker Corporation $SYK Shares Purchased by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC raised its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 2.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Chesley Taft & Associates LLC Has $3.45 Million Stock Position in Vanguard FTSE Europe ETF $VGK
Chesley Taft & Associates LLC boosted its position in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 32.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Canoe Financial LP Sells 16,140 Shares of CME Group Inc. $CME
Canoe Financial LP reduced its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
29,280 Shares in Roblox Corporation $RBLX Purchased by Cypress Wealth Services LLC
Cypress Wealth Services LLC acquired a new position in shares of Roblox Corporation (NYSE:RBLX – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Chesley Taft & Associates LLC Increases Stake in Accenture PLC $ACN
Chesley Taft & Associates LLC lifted its position in Accenture PLC (NYSE:ACN – Free Report) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Canoe Financial LP Purchases 9,480 Shares of The Sherwin-Williams Company $SHW
Canoe Financial LP lifted its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Canadian Imperial Bank of Commerce $CM Shares Acquired by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC lifted its position in shares of Canadian Imperial Bank of Commerce (NYSE:CM – Free Report) (TSE:CM) by 383.1% during the 4th quarter, according to its most recent disclosure with the SEC.... More of this article »
Canoe Financial LP Reduces Stock Holdings in Royal Bank Of Canada $RY
Canoe Financial LP lowered its stake in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 32.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
1,539 Shares in Vanguard Information Technology ETF $VGT Purchased by Cypress Wealth Services LLC
Cypress Wealth Services LLC acquired a new position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Canoe Financial LP Purchases 2,539 Shares of Willis Towers Watson Public Limited Company $WTW
Canoe Financial LP raised its holdings in shares of Willis Towers Watson Public Limited Company (NASDAQ:WTW – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Oracle Corporation $ORCL Shares Sold by Bonness Enterprises Inc.
Bonness Enterprises Inc. cut its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 71.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares Floating Rate Bond ETF $FLOT Holdings Lifted by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC raised its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 12.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chesley Taft & Associates LLC Has $30.29 Million Stock Holdings in Abbott Laboratories $ABT
Chesley Taft & Associates LLC increased its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Schwab US Broad Market ETF $SCHB Shares Purchased by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC increased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 87.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Reduced by Canoe Financial LP
Canoe Financial LP cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 10.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Chesley Taft & Associates LLC Increases Stock Position in Vanguard Small-Cap ETF $VB
Chesley Taft & Associates LLC raised its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cypress Wealth Services LLC Makes New $2.45 Million Investment in First Trust Rising Dividend Achievers ETF $RDVY
Cypress Wealth Services LLC acquired a new stake in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Roper Technologies, Inc. $ROP Shares Purchased by Canoe Financial LP
Canoe Financial LP increased its position in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 37.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Canoe Financial LP Reduces Position in Wheaton Precious Metals Corp. $WPM
Canoe Financial LP reduced its position in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 8.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Canoe Financial LP Sells 173,199 Shares of American Express Company $AXP
Canoe Financial LP cut its stake in shares of American Express Company (NYSE:AXP) by 35.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 319,744... More of this article »
Chesley Taft & Associates LLC Cuts Stock Holdings in American Express Company $AXP
Chesley Taft & Associates LLC reduced its stake in American Express Company (NYSE:AXP – Free Report) by 19.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Canoe Financial LP Has $99.65 Million Stake in Philip Morris International Inc. $PM
Canoe Financial LP lowered its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 38.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
6,068,200 Shares in Cenovus Energy Inc $CVE Purchased by Canoe Financial LP
Canoe Financial LP bought a new stake in shares of Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 6,068,200 shares of the oil and... More of this article »
Cypress Wealth Services LLC Invests $1.04 Million in Valero Energy Corporation $VLO
Cypress Wealth Services LLC acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Canoe Financial LP Sells 417,540 Shares of Agnico Eagle Mines Limited $AEM
Canoe Financial LP lowered its position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 37.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Canoe Financial LP Trims Stake in Elevance Health, Inc. $ELV
Canoe Financial LP lessened its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Toronto Dominion Bank (The) $TD Shares Sold by Canoe Financial LP
Canoe Financial LP decreased its stake in Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) by 14.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Mettler-Toledo International, Inc. $MTD Shares Sold by Canoe Financial LP
Canoe Financial LP lessened its holdings in Mettler-Toledo International, Inc. (NYSE:MTD – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Cboe Global Markets, Inc. $CBOE Shares Bought by Chesley Taft & Associates LLC
Chesley Taft & Associates LLC raised its position in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 6.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Chesley Taft & Associates LLC Increases Stock Position in Chubb Limited $CB
Chesley Taft & Associates LLC lifted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »