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Wedmont Private Capital Trims Stock Holdings in Marathon Petroleum Co. (NYSE:MPC)
Wedmont Private Capital cut its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Fiduciary Alliance LLC Acquires New Stake in Expedia Group, Inc. (NASDAQ:EXPE)
Fiduciary Alliance LLC bought a new stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 2,417 shares of the online travel company’s... More of this article »
Fiduciary Alliance LLC Makes New $506,000 Investment in Discover Financial Services (NYSE:DFS)
Fiduciary Alliance LLC acquired a new stake in Discover Financial Services (NYSE:DFS) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,920 shares of... More of this article »
Wedmont Private Capital Buys 222 Shares of Hess Co. (NYSE:HES)
Wedmont Private Capital lifted its stake in shares of Hess Co. (NYSE:HES – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,906... More of this article »
Moody National Bank Trust Division Has $321,000 Position in The Boeing Company (NYSE:BA)
Moody National Bank Trust Division lessened its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 77.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,813 shares of the... More of this article »
Fiduciary Alliance LLC Sells 3,739 Shares of iShares U.S. Infrastructure ETF (BATS:IFRA)
Fiduciary Alliance LLC reduced its position in shares of iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) by 38.4% during the fourth quarter, Holdings Channel reports. The firm owned 6,008 shares of the company’s... More of this article »
Eastern Bank Has $237,000 Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Eastern Bank raised its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 898... More of this article »
Claro Advisors LLC Cuts Position in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Claro Advisors LLC cut its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 15.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Claro Advisors LLC Trims Holdings in Corning Incorporated (NYSE:GLW)
Claro Advisors LLC cut its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 4.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,806 shares of the electronics maker’s... More of this article »
Claro Advisors LLC Sells 1,483 Shares of Monster Beverage Co. (NASDAQ:MNST)
Claro Advisors LLC cut its holdings in Monster Beverage Co. (NASDAQ:MNST – Free Report) by 19.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Claro Advisors LLC Trims Stake in Spotify Technology S.A. (NYSE:SPOT)
Claro Advisors LLC lessened its position in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 41.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 740 shares of the company’s... More of this article »
Claro Advisors LLC Makes New $297,000 Investment in TransMedics Group, Inc. (NASDAQ:TMDX)
Claro Advisors LLC purchased a new position in TransMedics Group, Inc. (NASDAQ:TMDX – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 4,757 shares of the company’s stock, valued at... More of this article »
Eastern Bank Sells 42 Shares of Trane Technologies plc (NYSE:TT)
Eastern Bank lessened its position in Trane Technologies plc (NYSE:TT – Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 602 shares... More of this article »
Claro Advisors LLC Has $289,000 Stock Position in General Mills, Inc. (NYSE:GIS)
Claro Advisors LLC lowered its stake in General Mills, Inc. (NYSE:GIS – Free Report) by 23.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 4,532 shares of the company’s stock after... More of this article »
994 Shares in Acuity Brands, Inc. (NYSE:AYI) Purchased by Cooper Financial Group
Cooper Financial Group acquired a new stake in shares of Acuity Brands, Inc. (NYSE:AYI – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 994 shares of the electronics maker’s stock,... More of this article »
Cooper Financial Group Invests $181,000 in American Airlines Group Inc. (NASDAQ:AAL)
Cooper Financial Group purchased a new stake in shares of American Airlines Group Inc. (NASDAQ:AAL – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Purchased by Moody National Bank Trust Division
Moody National Bank Trust Division lifted its stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 17.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
L.M. Kohn & Company Acquires 3,950 Shares of NVIDIA Co. (NASDAQ:NVDA)
L.M. Kohn & Company lifted its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 185,969 shares of the computer hardware... More of this article »
Kolinsky Wealth Management LLC Has $4.02 Million Stake in NVIDIA Co. (NASDAQ:NVDA)
Kolinsky Wealth Management LLC lifted its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.7% in the 3rd quarter, Holdings Channel reports. The firm owned 33,122 shares of the computer hardware maker’s... More of this article »
Wedmont Private Capital Buys 243 Shares of Norfolk Southern Co. (NYSE:NSC)
Wedmont Private Capital boosted its position in Norfolk Southern Co. (NYSE:NSC – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Moody National Bank Trust Division Boosts Stake in United Airlines Holdings, Inc. (NASDAQ:UAL)
Moody National Bank Trust Division lifted its holdings in shares of United Airlines Holdings, Inc. (NASDAQ:UAL – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Sanjit Biswas Sells 81,163 Shares of Samsara Inc. (NYSE:IOT) Stock
Samsara Inc. (NYSE:IOT – Get Free Report) insider Sanjit Biswas sold 81,163 shares of the firm’s stock in a transaction dated Friday, January 10th. The stock was sold at an average price of $43.39, for a total value of... More of this article »
Brookstone Capital Management Sells 51,721 Shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)
Brookstone Capital Management lessened its position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) by 27.1% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Brookstone Capital Management Acquires 9,471 Shares of Energy Transfer LP (NYSE:ET)
Brookstone Capital Management lifted its stake in Energy Transfer LP (NYSE:ET – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Fiduciary Alliance LLC Cuts Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)
Fiduciary Alliance LLC lowered its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 14.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Fiduciary Alliance LLC Grows Position in Applied Materials, Inc. (NASDAQ:AMAT)
Fiduciary Alliance LLC raised its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 19.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,850 shares of the manufacturing... More of this article »
Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) Shares Sold by Fiduciary Alliance LLC
Fiduciary Alliance LLC decreased its holdings in Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) by 25.7% in the 4th quarter, HoldingsChannel reports. The firm owned 7,842 shares of the company’s... More of this article »
Brookstone Capital Management Buys 4,623 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Brookstone Capital Management raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 28.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Fiduciary Alliance LLC Trims Position in DTE Energy (NYSE:DTE)
Fiduciary Alliance LLC reduced its position in DTE Energy (NYSE:DTE – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,754 shares of the utilities provider’s stock... More of this article »
Capital Investment Advisors LLC Acquires 75 Shares of Equifax Inc. (NYSE:EFX)
Capital Investment Advisors LLC raised its holdings in Equifax Inc. (NYSE:EFX – Free Report) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Capital Investment Advisors LLC Increases Stock Position in Sysco Co. (NYSE:SYY)
Capital Investment Advisors LLC increased its position in Sysco Co. (NYSE:SYY – Free Report) by 1.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,365 shares of the company’s stock... More of this article »
Capital Investment Advisors LLC Lowers Position in Molson Coors Beverage (NYSE:TAP)
Capital Investment Advisors LLC trimmed its position in shares of Molson Coors Beverage (NYSE:TAP – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) Shares Purchased by Eastern Bank
Eastern Bank grew its holdings in Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) by 115.7% during the fourth quarter, HoldingsChannel reports. The fund owned 4,345 shares of the company’s stock after... More of this article »
Claro Advisors LLC Decreases Stock Holdings in GE Vernova Inc. (NYSE:GEV)
Claro Advisors LLC lessened its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 10.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,317... More of this article »
Claro Advisors LLC Cuts Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)
Claro Advisors LLC reduced its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 11.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Claro Advisors LLC Acquires 892 Shares of iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)
Claro Advisors LLC increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 15.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Claro Advisors LLC Buys 48 Shares of Lululemon Athletica Inc. (NASDAQ:LULU)
Claro Advisors LLC increased its stake in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 5.6% during the 4th quarter, Holdings Channel reports. The fund owned 902 shares of the apparel retailer’s stock... More of this article »
Claro Advisors LLC Sells 540 Shares of UBS Group AG (NYSE:UBS)
Claro Advisors LLC decreased its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 10,174 shares of the bank’s... More of this article »
Eastern Bank Sells 304 Shares of Lululemon Athletica Inc. (NASDAQ:LULU)
Eastern Bank reduced its holdings in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 33.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 600 shares of... More of this article »
Claro Advisors LLC Lowers Holdings in Nordson Co. (NASDAQ:NDSN)
Claro Advisors LLC reduced its holdings in shares of Nordson Co. (NASDAQ:NDSN – Free Report) by 19.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Claro Advisors LLC Trims Stake in NextEra Energy, Inc. (NYSE:NEE)
Claro Advisors LLC decreased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 74.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,030... More of this article »
Claro Advisors LLC Sells 30,900 Shares of Invesco Senior Income Trust (NYSE:VVR)
Claro Advisors LLC reduced its position in shares of Invesco Senior Income Trust (NYSE:VVR – Free Report) by 27.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Claro Advisors LLC Sells 429 Shares of Pampa Energía S.A. (NYSE:PAM)
Claro Advisors LLC lowered its stake in shares of Pampa Energía S.A. (NYSE:PAM – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Claro Advisors LLC Sells 58 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Claro Advisors LLC decreased its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,431 shares of the company’s stock after... More of this article »
Deere & Company (NYSE:DE) Stake Lowered by Claro Advisors LLC
Claro Advisors LLC trimmed its position in shares of Deere & Company (NYSE:DE – Free Report) by 21.6% 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 »
Cooper Financial Group Acquires Shares of 7,927 Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH)
Cooper Financial Group bought a new position in Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cooper Financial Group Has $243,000 Stock Holdings in Carrier Global Co. (NYSE:CARR)
Cooper Financial Group grew its position in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 8.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Cooper Financial Group Makes New $271,000 Investment in American Healthcare REIT, Inc. (NYSE:AHR)
Cooper Financial Group purchased a new stake in American Healthcare REIT, Inc. (NYSE:AHR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 9,546 shares... More of this article »