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Eastern Bank Sells 18,593 Shares of Vanguard International Dividend Appreciation ETF $VIGI
Eastern Bank decreased its position in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Bank of America Corporation $BAC Shares Acquired by Eastern Bank
Eastern Bank grew its stake in shares of Bank of America Corporation (NYSE:BAC) by 1.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Eastern Bank Cuts Position in Eastern Bankshares, Inc. $EBC
Eastern Bank reduced its position in Eastern Bankshares, Inc. (NASDAQ:EBC – Free Report) by 6.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Eastern Bank Cuts Stake in Boston Scientific Corporation $BSX
Eastern Bank cut its holdings in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Eastern Bank Boosts Position in iShares Russell 2000 ETF $IWM
Eastern Bank grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 44.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Eastern Bank Sells 23,624 Shares of NextEra Energy, Inc. $NEE
Eastern Bank cut its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Eastern Bank Has $5.74 Million Holdings in Arthur J. Gallagher & Co. $AJG
Eastern Bank increased its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 80.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Eastern Bank Increases Position in iShares MSCI Intl Quality Factor ETF $IQLT
Eastern Bank lifted its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,283,028... More of this article »
Eastern Bank Reduces Stock Position in Applied Materials, Inc. $AMAT
Eastern Bank cut its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Cypress Financial Planning LLC Makes New $969,000 Investment in PGIM S&P 500 Buffer 12 ETF – December $DECP
Cypress Financial Planning LLC acquired a new stake in PGIM S&P 500 Buffer 12 ETF – December (BATS:DECP – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Eastern Bank Decreases Stock Holdings in PulteGroup, Inc. $PHM
Eastern Bank lowered its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Clarus Wealth Advisors Takes $2.56 Million Position in SPDR S&P 400 Mid Cap Growth ETF $MDYG
Clarus Wealth Advisors acquired a new position in shares of SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
The Hartford Insurance Group, Inc. $HIG Shares Sold by Eastern Bank
Eastern Bank cut its stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 2.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Eastern Bank Grows Stock Position in Transdigm Group Incorporated $TDG
Eastern Bank increased its holdings in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 20.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cypress Financial Planning LLC Invests $1.30 Million in Dimensional Short-Duration Fixed Income ETF $DFSD
Cypress Financial Planning LLC acquired a new position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Verisk Analytics, Inc. $VRSK Shares Bought by Eastern Bank
Eastern Bank grew its stake in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 67.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 80,680 shares... More of this article »
Eastern Bank Acquires 39,356 Shares of iShares Core S&P Mid-Cap ETF $IJH
Eastern Bank raised its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 30.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Eastern Bank Has $9.82 Million Stock Holdings in PepsiCo, Inc. $PEP
Eastern Bank reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 51.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Eastern Bank Increases Position in Arista Networks, Inc. $ANET
Eastern Bank lifted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 279,338 shares of the technology... More of this article »
Eastern Bank Has $25.95 Million Stock Position in American Tower Corporation $AMT
Eastern Bank increased its stake in shares of American Tower Corporation (NYSE:AMT – Free Report) by 6.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 147,774... More of this article »
Eastern Bank Raises Stock Holdings in T. Rowe Price Capital Appreciation Equity ETF $TCAF
Eastern Bank increased its stake in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cypress Financial Planning LLC Buys Shares of 23,814 Dimensional Global Credit ETF $DGCB
Cypress Financial Planning LLC bought a new position in shares of Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Eastern Bank Sells 2,876 Shares of Marriott International, Inc. $MAR
Eastern Bank lowered its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 5.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Meta Platforms, Inc. $META Shares Purchased by Cullen Investment Group LTD.
Cullen Investment Group LTD. increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 73.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
22,798 Shares in Dimensional International Small Cap Value ETF $DISV Purchased by Cypress Financial Planning LLC
Cypress Financial Planning LLC purchased a new stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Clarus Wealth Advisors Purchases Shares of 25,323 SPDR S&P 600 Small Cap Growth ETF $SLYG
Clarus Wealth Advisors purchased a new position in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Eastern Bank Sells 3,834 Shares of ConocoPhillips $COP
Eastern Bank trimmed its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 4.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 75,461 shares... More of this article »
Eastern Bank Sells 1,018 Shares of BlackRock $BLK
Eastern Bank trimmed its position in BlackRock (NYSE:BLK – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 46,448 shares of the asset manager’s... More of this article »
Eastern Bank Acquires 263,867 Shares of Royalty Pharma PLC $RPRX
Eastern Bank lifted its stake in Royalty Pharma PLC (NASDAQ:RPRX – Free Report) by 71.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor ... More of this article »
Cypress Financial Planning LLC Buys Shares of 12,006 Dimensional U.S. Small Cap ETF $DFAS
Cypress Financial Planning LLC bought a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 12,006... More of this article »
Meta Platforms, Inc. $META Shares Acquired by Czech National Bank
Czech National Bank increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Eastern Bank Sells 10,373 Shares of Merck & Co., Inc. $MRK
Eastern Bank cut its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 213,237 shares of the company’s stock after... More of this article »
12,569 Shares in Vanguard Tax-Exempt Bond ETF $VTEB Bought by Cypress Financial Planning LLC
Cypress Financial Planning LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 12,569 shares of... More of this article »
Cypress Financial Planning LLC Takes Position in Dimensional Core Fixed Income ETF $DFCF
Cypress Financial Planning LLC bought a new stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Broadcom Inc. $AVGO Shares Sold by CCM Investment Advisers LLC
CCM Investment Advisers LLC cut its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Chase & Co. $JPM Shares Bought by Curated Wealth Partners LLC
Curated Wealth Partners LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 50.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,288... More of this article »
Cullen Investment Group LTD. Sells 4,028 Shares of JPMorgan Chase & Co. $JPM
Cullen Investment Group LTD. reduced its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 97,138... More of this article »
Dimensional US Core Equity Market ETF $DFAU is Aegis Wealth Management LLC’s 8th Largest Position
Aegis Wealth Management LLC cut its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 15.8% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Czech National Bank Raises Stock Position in Omnicom Group Inc. $OMC
Czech National Bank increased its position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 71.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
JPMorgan Chase & Co. $JPM Shares Acquired by Czech National Bank
Czech National Bank lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 717,819 shares of the financial services... More of this article »
Czech National Bank Grows Stock Position in Broadcom Inc. $AVGO
Czech National Bank grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Cullen Investment Group LTD. Lowers Stake in Broadcom Inc. $AVGO
Cullen Investment Group LTD. reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Canvas Wealth Advisors LLC Grows Stock Holdings in JPMorgan Chase & Co. $JPM
Canvas Wealth Advisors LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 14.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Vanguard Short-Term Treasury ETF $VGSH Holdings Lowered by AMI Investment Management Inc.
AMI Investment Management Inc. decreased its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 24.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
DAVENPORT & Co LLC Decreases Stock Position in Huntington Bancshares Incorporated $HBAN
DAVENPORT & Co LLC lessened its stake in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 37.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
The Progressive Corporation $PGR Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its stake in The Progressive Corporation (NYSE:PGR – Free Report) by 85.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Dynamic Advisor Solutions LLC Sells 48,011 Shares of Ford Motor Company $F
Dynamic Advisor Solutions LLC decreased its position in Ford Motor Company (NYSE:F – Free Report) by 75.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 15,927 shares of the auto... More of this article »
DAVENPORT & Co LLC Lowers Holdings in Alphabet Inc. $GOOGL
DAVENPORT & Co LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 17.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »