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Victory Financial Group LLC Invests $1.11 Million in Invesco S&P 500 Equal Weight Utilities ETF $RSPU
Victory Financial Group LLC acquired a new stake in Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Victory Financial Group LLC Sells 44,712 Shares of Federated Hermes MDT Large Cap Core ETF $FLCC
Victory Financial Group LLC lowered its position in shares of Federated Hermes MDT Large Cap Core ETF (NYSEARCA:FLCC – Free Report) by 29.5% in the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Trinity Wealth Management LLC Invests $6.57 Million in iShares MSCI Emerging Markets ETF $EEM
Trinity Wealth Management LLC bought a new stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Victory Financial Group LLC Has $1.83 Million Stake in Vanguard Mid-Cap Value ETF $VOE
Victory Financial Group LLC boosted its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 68.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Vanguard Long-Term Corporate Bond ETF $VCLT Shares Purchased by Victory Financial Group LLC
Victory Financial Group LLC lifted its holdings in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 33.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Victory Financial Group LLC Acquires 1,362 Shares of SPDR Gold Shares $GLD
Victory Financial Group LLC raised its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 33.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Three Seasons Wealth LLC Grows Stock Holdings in Adobe Inc. $ADBE
Three Seasons Wealth LLC grew its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 79.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Nisa Investment Advisors LLC Cuts Position in American Tower Corporation $AMT
Nisa Investment Advisors LLC decreased its position in American Tower Corporation (NYSE:AMT – Free Report) by 6.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Lowers Holdings in The Home Depot, Inc. $HD
Vaughan Nelson Investment Management L.P. trimmed its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 48.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Has $2 Million Holdings in AbbVie Inc. $ABBV
Vaughan Nelson Investment Management L.P. cut its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 58.6% in the fourth quarter, Holdings Channel reports. The firm owned 8,760 shares of the company’s stock... More of this article »
The Walt Disney Company $DIS Shares Sold by Scharf Investments LLC
Scharf Investments LLC lowered its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Scharf Investments LLC Sells 31,055 Shares of CME Group Inc. $CME
Scharf Investments LLC decreased its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Moody Lynn & Lieberson LLC Has $32.50 Million Holdings in Netflix, Inc. $NFLX
Moody Lynn & Lieberson LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 874.6% in the 4th quarter, Holdings Channel reports. The fund owned 346,666 shares of the Internet television network’s... More of this article »
Scharf Investments LLC Sells 26,656 Shares of Lockheed Martin Corporation $LMT
Scharf Investments LLC lowered its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 14.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 155,178 shares of... More of this article »
Vanguard Short-Term Treasury ETF $VGSH is Warwick Investment Management Inc.’s 5th Largest Position
Warwick Investment Management Inc. grew its holdings in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 170.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
PFG Private Wealth Management LLC Takes $643,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
PFG Private Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Warwick Investment Management Inc. Acquires 21,059 Shares of Vanguard S&P Mid-Cap 400 ETF $IVOO
Warwick Investment Management Inc. raised its stake in shares of Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 44.6% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Westmount Partners LLC Cuts Holdings in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Westmount Partners LLC cut its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 46.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
White Wing Wealth Management Purchases 81,743 Shares of Schwab 1-5 Year Corporate Bond ETF $SCHJ
White Wing Wealth Management increased its position in Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ – Free Report) by 23.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Xena Financial Planning LLC Takes Position in Vanguard Tax-Exempt Bond ETF $VTEB
Xena Financial Planning LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
11,918 Shares in iShares National Muni Bond ETF $MUB Acquired by Xena Financial Planning LLC
Xena Financial Planning LLC bought a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Xena Financial Planning LLC Purchases New Shares in SPDR Portfolio Emerging Markets ETF $SPEM
Xena Financial Planning LLC acquired a new position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Highline Wealth Partners LLC Sells 4,004 Shares of Amgen Inc. $AMGN
Highline Wealth Partners LLC decreased its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 96.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Has $3.69 Million Stock Holdings in Constellation Brands Inc $STZ
Wealth Enhancement Advisory Services LLC trimmed its position in Constellation Brands Inc (NYSE:STZ – Free Report) by 41.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,713 shares... More of this article »
Wealth Enhancement Advisory Services LLC Has $3.27 Million Stock Position in iShares Floating Rate Bond ETF $FLOT
Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 102.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 64,299 shares of the... More of this article »
Gunderson Capital Management Inc. Purchases Shares of 13,240 Tesla, Inc. $TSLA
Gunderson Capital Management Inc. purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 13,240 shares of the electric... More of this article »
SPDR Gold Shares $GLD Shares Bought by Gunderson Capital Management Inc.
Gunderson Capital Management Inc. grew its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Cuts Stock Position in Duke Energy Corporation $DUK
Vaughan Nelson Investment Management L.P. trimmed its position in Duke Energy Corporation (NYSE:DUK – Free Report) by 47.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Republic Services, Inc. $RSG Shares Sold by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. reduced its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 100.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 135 shares... More of this article »
Nisa Investment Advisors LLC Buys 3,620 Shares of Marathon Petroleum Corporation $MPC
Nisa Investment Advisors LLC lifted its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Toast, Inc. $TOST Shares Purchased by Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC grew its position in Toast, Inc. (NYSE:TOST – Free Report) by 223.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 29,407 shares of the company’s stock after buying an... More of this article »
USA Financial Formulas Makes New $1.41 Million Investment in Broadcom Inc. $AVGO
USA Financial Formulas acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Wealthcare Advisory Partners LLC Makes New Investment in Invesco Dorsey Wright Healthcare Momentum ETF $PTH
Wealthcare Advisory Partners LLC bought a new stake in shares of Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 13,150 shares of the... More of this article »
Wealthcare Advisory Partners LLC Boosts Stake in Alphabet Inc. $GOOG
Wealthcare Advisory Partners LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Vaughan Nelson Investment Management L.P. Has $13.86 Million Stake in Carnival Corporation $CCL
Vaughan Nelson Investment Management L.P. boosted its holdings in shares of Carnival Corporation (NYSE:CCL – Free Report) by 11.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
2,706,375 Shares in Tetra Technologies, Inc. $TTI Acquired by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. bought a new stake in shares of Tetra Technologies, Inc. (NYSE:TTI – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 2,706,375 shares of the oil and gas... More of this article »
Vaughan Nelson Investment Management L.P. Buys 4,770 Shares of Talen Energy Corporation $TLN
Vaughan Nelson Investment Management L.P. increased its stake in Talen Energy Corporation (NASDAQ:TLN – Free Report) by 11.8% during the 4th quarter, HoldingsChannel reports. The firm owned 45,250 shares of the utilities provider’s... More of this article »
Vaughan Nelson Investment Management L.P. Purchases 10,250 Shares of Brown & Brown, Inc. $BRO
Vaughan Nelson Investment Management L.P. increased its position in Brown & Brown, Inc. (NYSE:BRO – Free Report) by 19.6% during the fourth quarter, Holdings Channel reports. The firm owned 62,475 shares of the financial... More of this article »
AMETEK, Inc. $AME Shares Sold by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. trimmed its holdings in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 2.0% during the fourth quarter, Holdings Channel reports. The fund owned 137,161 shares of the technology company’s... More of this article »
Vaughan Nelson Investment Management L.P. Acquires 46,195 Shares of YPF Sociedad Anónima $YPF
Vaughan Nelson Investment Management L.P. grew its holdings in YPF Sociedad Anónima (NYSE:YPF – Free Report) by 21.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 262,370 shares of the oil and gas... More of this article »
PepsiCo, Inc. $PEP Position Boosted by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 25.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 82,583... More of this article »
Ironwood Wealth Management LLC. Purchases 3,514 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Ironwood Wealth Management LLC. boosted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 8.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 46,015 shares... More of this article »
PineStone Asset Management Inc. Sells 40,960 Shares of Hilton Worldwide Holdings Inc. $HLT
PineStone Asset Management Inc. reduced its holdings in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
PineStone Asset Management Inc. Has $713.68 Million Stock Position in CME Group Inc. $CME
PineStone Asset Management Inc. lifted its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tudor Investment Corp ET AL Sells 26,909 Shares of Huron Consulting Group Inc. $HURN
Tudor Investment Corp ET AL lessened its holdings in shares of Huron Consulting Group Inc. (NASDAQ:HURN – Free Report) by 88.3% during the third quarter, Holdings Channel.com reports. The firm owned 3,551 shares of the business... More of this article »
Tudor Investment Corp ET AL Takes $625,000 Position in Vericel Corporation $VCEL
Tudor Investment Corp ET AL bought a new position in shares of Vericel Corporation (NASDAQ:VCEL – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund bought 19,854 shares of the biotechnology company’s... More of this article »
Tudor Investment Corp ET AL Lowers Holdings in Serve Robotics Inc. $SERV
Tudor Investment Corp ET AL lowered its stake in Serve Robotics Inc. (NASDAQ:SERV – Free Report) by 52.2% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Tudor Investment Corp ET AL Cuts Stock Holdings in Vanguard Utilities ETF $VPU
Tudor Investment Corp ET AL reduced its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 78.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »