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Fort Washington Investment Advisors Inc. OH Has $491.55 Million Stock Holdings in Amazon.com, Inc. $AMZN
Fort Washington Investment Advisors Inc. OH cut its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Silver Oak Securities Incorporated Invests $423,000 in Primoris Services Corporation $PRIM
Silver Oak Securities Incorporated purchased a new position in Primoris Services Corporation (NYSE:PRIM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Regatta Capital Group LLC Trims Stock Holdings in NVIDIA Corporation $NVDA
Regatta Capital Group LLC lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
J. Safra Sarasin Holding AG Sells 10,794 Shares of ResMed Inc. $RMD
J. Safra Sarasin Holding AG decreased its position in shares of ResMed Inc. (NYSE:RMD – Free Report) by 87.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Russell 1000 Value ETF $IWD is Marquette Asset Management LLC’s 3rd Largest Position
Marquette Asset Management LLC lifted its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Formidable Asset Management LLC Raises Stake in Wells Fargo & Company $WFC
Formidable Asset Management LLC boosted its stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 100.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Marquette Asset Management LLC Makes New Investment in Sonos, Inc. $SONO
Marquette Asset Management LLC acquired a new stake in Sonos, Inc. (NASDAQ:SONO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Morangie Management LLC Cuts Position in DraftKings Inc. $DKNG
Morangie Management LLC decreased its stake in shares of DraftKings Inc. (NASDAQ:DKNG – Free Report) by 12.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Tempus Wealth Planning LLC Invests $1.12 Million in Columbia Research Enhanced Core ETF $RECS
Tempus Wealth Planning LLC purchased a new position in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Tempus Wealth Planning LLC Increases Stake in Invesco Aerospace & Defense ETF $PPA
Tempus Wealth Planning LLC boosted its holdings in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 23.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
HF Advisory Group LLC Purchases 5,047 Shares of SPDR S&P Aerospace & Defense ETF $XAR
HF Advisory Group LLC boosted its position in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) by 462.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
T. Rowe Price Small-Mid Cap ETF $TMSL Stake Boosted by Kendall Capital Management
Kendall Capital Management boosted its position in shares of T. Rowe Price Small-Mid Cap ETF (NYSEARCA:TMSL – Free Report) by 10.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Dell Technologies Inc. $DELL Stock Holdings Increased by Kendall Capital Management
Kendall Capital Management grew its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 13.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Formidable Asset Management LLC Purchases 69,357 Shares of BlackRock ESG Capital Allocation Term Trust $ECAT
Formidable Asset Management LLC raised its position in BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT – Free Report) by 30.7% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Formidable Asset Management LLC
Formidable Asset Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 93.9% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Applied Materials, Inc. $AMAT Shares Acquired by Formidable Asset Management LLC
Formidable Asset Management LLC boosted its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 33.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Kendall Capital Management Raises Stock Holdings in Federated Hermes, Inc. $FHI
Kendall Capital Management increased its stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 17.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Formidable Asset Management LLC Lowers Position in iShares MSCI USA Quality Factor ETF $QUAL
Formidable Asset Management LLC lessened its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 6.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Kendall Capital Management Purchases 5,384 Shares of Qualcomm Incorporated $QCOM
Kendall Capital Management increased its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 77.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Life Planning Partners Inc Has $7.97 Million Stake in Vanguard Total Stock Market ETF $VTI
Life Planning Partners Inc decreased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 15.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Kendall Capital Management Has $1.14 Million Stock Holdings in Upbound Group, Inc. $UPBD
Kendall Capital Management trimmed its holdings in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) by 43.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 64,870 shares of the... More of this article »
Mn Services Vermogensbeheer B.V. Acquires 14,919 Shares of Interactive Brokers Group, Inc. $IBKR
Mn Services Vermogensbeheer B.V. boosted its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 17.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Nisa Investment Advisors LLC Buys 2,546 Shares of Cheniere Energy, Inc. $LNG
Nisa Investment Advisors LLC lifted its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 11.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nilsine Partners LLC Purchases 1,666 Shares of Visa Inc. $V
Nilsine Partners LLC increased its holdings in Visa Inc. (NYSE:V – Free Report) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,849... More of this article »
Legacy Capital Wealth Partners LLC Sells 904 Shares of iShares Core S&P 500 ETF $IVV
Legacy Capital Wealth Partners LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Matrix Asset Advisors Inc. NY Boosts Stake in Vanguard S&P 500 ETF $VOO
Matrix Asset Advisors Inc. NY increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
3,818 Shares in Eli Lilly and Company $LLY Acquired by Fulcrum Capital LLC
Fulcrum Capital LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 3,818 shares of the company’s stock,... More of this article »
Moody Lynn & Lieberson LLC Purchases 2,657 Shares of Eli Lilly and Company $LLY
Moody Lynn & Lieberson LLC lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Rempart Asset Management Inc. Reduces Position in Microsoft Corporation $MSFT
Rempart Asset Management Inc. trimmed its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
J. Safra Sarasin Holding AG Has $357,000 Stock Holdings in Cisco Systems, Inc. $CSCO
J. Safra Sarasin Holding AG trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 90.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Retirement Systems of Alabama Lowers Stock Position in Abercrombie & Fitch Company $ANF
Retirement Systems of Alabama lessened its position in shares of Abercrombie & Fitch Company (NYSE:ANF – Free Report) by 15.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
J. Safra Sarasin Holding AG Cuts Stock Position in Wells Fargo & Company $WFC
J. Safra Sarasin Holding AG lessened its holdings in Wells Fargo & Company (NYSE:WFC – Free Report) by 59.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,249 shares... More of this article »
Broadcom Inc. $AVGO Stock Holdings Decreased by Haven Capital Group Inc.
Haven Capital Group Inc. cut its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
J. Safra Sarasin Holding AG Reduces Stock Position in VeriSign, Inc. $VRSN
J. Safra Sarasin Holding AG cut its holdings in VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 82.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SPDR Gold Shares $GLD is Cassia Capital Partners LLC’s 2nd Largest Position
Cassia Capital Partners LLC grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 26.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tema Etfs LLC Acquires New Holdings in Comfort Systems USA, Inc. $FIX
Tema Etfs LLC acquired a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Tema Etfs LLC Buys Shares of 32,007 ArriVent BioPharma, Inc. $AVBP
Tema Etfs LLC bought a new position in ArriVent BioPharma, Inc. (NASDAQ:AVBP – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 32,007 shares of the company’s stock,... More of this article »
Tema Etfs LLC Takes $2.46 Million Position in Mirion Technologies, Inc. $MIR
Tema Etfs LLC purchased a new stake in shares of Mirion Technologies, Inc. (NYSE:MIR – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Tema Etfs LLC Has $1.09 Million Stock Holdings in AnaptysBio, Inc. $ANAB
Tema Etfs LLC raised its stake in AnaptysBio, Inc. (NASDAQ:ANAB – Free Report) by 105.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Meta Platforms, Inc. $META Stock Position Lessened by Spire Wealth Management
Spire Wealth Management lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Nisa Investment Advisors LLC Has $5.66 Million Position in Affiliated Managers Group, Inc. $AMG
Nisa Investment Advisors LLC increased its stake in shares of Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) by 146.2% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Nisa Investment Advisors LLC Has $5.18 Million Holdings in Graco Inc. $GGG
Nisa Investment Advisors LLC lessened its position in shares of Graco Inc. (NYSE:GGG – Free Report) by 22.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Keysight Technologies Inc. $KEYS Shares Sold by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC lessened its position in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 44.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Comcast Corporation $CMCSA Shares Sold by Frank Rimerman Advisors LLC
Frank Rimerman Advisors LLC trimmed its position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 52.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Frank Rimerman Advisors LLC Acquires New Holdings in Clearway Energy, Inc. $CWEN
Frank Rimerman Advisors LLC purchased a new position in shares of Clearway Energy, Inc. (NYSE:CWEN – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Nisa Investment Advisors LLC Sells 34,670 Shares of Crown Castle Inc. $CCI
Nisa Investment Advisors LLC lowered its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 33.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 70,246 shares of the real estate... More of this article »
Nisa Investment Advisors LLC Has $3.90 Million Stock Position in FactSet Research Systems Inc. $FDS
Nisa Investment Advisors LLC increased its holdings in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
SG Americas Securities LLC Buys 323,747 Shares of Day One Biopharmaceuticals, Inc. $DAWN
SG Americas Securities LLC raised its stake in Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN – Free Report) by 1,228.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 350,092 shares... More of this article »