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Image for Penney Financial LLC Buys 15,295 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Penney Financial LLC Buys 15,295 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Penney Financial LLC raised its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 26.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Abbott Laboratories $ABT Shares Sold by Greenleaf Trust

Abbott Laboratories $ABT Shares Sold by Greenleaf Trust

Greenleaf Trust lessened its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 15.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 63,337... More of this article »
Image for Whalen Wealth Management Inc. Takes Position in Johnson & Johnson $JNJ

Whalen Wealth Management Inc. Takes Position in Johnson & Johnson $JNJ

Whalen Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Vaughan Nelson Investment Management L.P. Lowers Stake in Amazon.com, Inc. $AMZN

Vaughan Nelson Investment Management L.P. Lowers Stake in Amazon.com, Inc. $AMZN

Vaughan Nelson Investment Management L.P. cut its position in Amazon.com, Inc. (NASDAQ:AMZN) by 15.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Perfromance Wealth Partners LLC Makes New $658,000 Investment in United Parcel Service, Inc. $UPS

Perfromance Wealth Partners LLC Makes New $658,000 Investment in United Parcel Service, Inc. $UPS

Perfromance Wealth Partners LLC bought a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 6,636 shares of the transportation... More of this article »
Image for Wealth Enhancement Advisory Services LLC Acquires 4,695 Shares of iShares MSCI South Korea ETF $EWY

Wealth Enhancement Advisory Services LLC Acquires 4,695 Shares of iShares MSCI South Korea ETF $EWY

Wealth Enhancement Advisory Services LLC grew its stake in iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) by 183.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Waldron Private Wealth LLC Sells 3,319 Shares of Apple Inc. $AAPL

Waldron Private Wealth LLC Sells 3,319 Shares of Apple Inc. $AAPL

Waldron Private Wealth LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 112,446... More of this article »
Image for Dimensional Core Fixed Income ETF $DFCF Stock Holdings Cut by Master S Wealth Management Inc.

Dimensional Core Fixed Income ETF $DFCF Stock Holdings Cut by Master S Wealth Management Inc.

Master S Wealth Management Inc. reduced its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 88.2% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Greenleaf Trust Sells 12,040 Shares of Invesco Ultra Short Duration ETF $GSY

Greenleaf Trust Sells 12,040 Shares of Invesco Ultra Short Duration ETF $GSY

Greenleaf Trust lowered its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 2.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG is Snider Financial Group’s 3rd Largest Position

Vanguard Dividend Appreciation ETF $VIG is Snider Financial Group’s 3rd Largest Position

Snider Financial Group lifted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by Snider Financial Group

Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by Snider Financial Group

Snider Financial Group lowered its stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 28.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 22,767 shares... More of this article »
Image for Oak Thistle LLC Acquires Shares of 33,451 Masco Corporation $MAS

Oak Thistle LLC Acquires Shares of 33,451 Masco Corporation $MAS

Oak Thistle LLC acquired a new stake in Masco Corporation (NYSE:MAS – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 33,451 shares of the construction... More of this article »
Image for Oak Thistle LLC Has $2.21 Million Stock Position in Agree Realty Corporation $ADC

Oak Thistle LLC Has $2.21 Million Stock Position in Agree Realty Corporation $ADC

Oak Thistle LLC grew its position in Agree Realty Corporation (NYSE:ADC – Free Report) by 757.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 30,694 shares of the real estate investment... More of this article »
Image for Greenleaf Trust Sells 4,032 Shares of AbbVie Inc. $ABBV

Greenleaf Trust Sells 4,032 Shares of AbbVie Inc. $ABBV

Greenleaf Trust trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Image for Oak Thistle LLC Purchases New Position in Wynn Resorts, Limited $WYNN

Oak Thistle LLC Purchases New Position in Wynn Resorts, Limited $WYNN

Oak Thistle LLC purchased a new stake in Wynn Resorts, Limited (NASDAQ:WYNN – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Vistra Corp. $VST Shares Acquired by Oak Thistle LLC

Vistra Corp. $VST Shares Acquired by Oak Thistle LLC

Oak Thistle LLC grew its holdings in Vistra Corp. (NYSE:VST – Free Report) by 50.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Shoals Technologies Group, Inc. $SHLS Shares Bought by Tudor Investment Corp ET AL

Shoals Technologies Group, Inc. $SHLS Shares Bought by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL raised its stake in Shoals Technologies Group, Inc. (NASDAQ:SHLS – Free Report) by 83.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Oak Thistle LLC Buys Shares of 23,428 Otis Worldwide Corporation $OTIS

Oak Thistle LLC Buys Shares of 23,428 Otis Worldwide Corporation $OTIS

Oak Thistle LLC purchased a new stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) 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 »
Image for Applied Digital Corporation $APLD Shares Sold by Tudor Investment Corp ET AL

Applied Digital Corporation $APLD Shares Sold by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL lowered its holdings in Applied Digital Corporation (NASDAQ:APLD – Free Report) by 66.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for iShares MSCI Europe Financials ETF $EUFN Position Raised by Tudor Investment Corp ET AL

iShares MSCI Europe Financials ETF $EUFN Position Raised by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL raised its stake in iShares MSCI Europe Financials ETF (NASDAQ:EUFN – Free Report) by 138.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 211,115... More of this article »
Image for Tudor Investment Corp ET AL Grows Stake in Mueller Water Products $MWA

Tudor Investment Corp ET AL Grows Stake in Mueller Water Products $MWA

Tudor Investment Corp ET AL raised its stake in Mueller Water Products (NYSE:MWA – Free Report) by 100.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Oak Thistle LLC Has $2.35 Million Stake in The Hartford Insurance Group, Inc. $HIG

Oak Thistle LLC Has $2.35 Million Stake in The Hartford Insurance Group, Inc. $HIG

Oak Thistle LLC increased its stake in shares of The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 391.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Oak Thistle LLC Purchases 25,147 Shares of A. O. Smith Corporation $AOS

Oak Thistle LLC Purchases 25,147 Shares of A. O. Smith Corporation $AOS

Oak Thistle LLC lifted its position in shares of A. O. Smith Corporation (NYSE:AOS – Free Report) by 230.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Oak Thistle LLC Acquires 5,742 Shares of Affiliated Managers Group, Inc. $AMG

Oak Thistle LLC Acquires 5,742 Shares of Affiliated Managers Group, Inc. $AMG

Oak Thistle LLC increased its holdings in shares of Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) by 194.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Oak Thistle LLC Purchases 15,086 Shares of PayPal Holdings, Inc. $PYPL

Oak Thistle LLC Purchases 15,086 Shares of PayPal Holdings, Inc. $PYPL

Oak Thistle LLC grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 45.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Seascape Capital Management Increases Stock Holdings in Amphenol Corporation $APH

Seascape Capital Management Increases Stock Holdings in Amphenol Corporation $APH

Seascape Capital Management lifted its position in Amphenol Corporation (NYSE:APH – Free Report) by 19.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Oak Thistle LLC Buys 26,838 Shares of Performance Food Group Company $PFGC

Oak Thistle LLC Buys 26,838 Shares of Performance Food Group Company $PFGC

Oak Thistle LLC boosted its stake in shares of Performance Food Group Company (NYSE:PFGC – Free Report) by 333.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for KeyCorp $KEY Shares Bought by Oak Thistle LLC

KeyCorp $KEY Shares Bought by Oak Thistle LLC

Oak Thistle LLC raised its position in KeyCorp (NYSE:KEY – Free Report) by 57.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 167,794 shares of the financial services provider’s... More of this article »
Image for Oak Thistle LLC Acquires 26,303 Shares of Roblox Corporation $RBLX

Oak Thistle LLC Acquires 26,303 Shares of Roblox Corporation $RBLX

Oak Thistle LLC raised its holdings in shares of Roblox Corporation (NYSE:RBLX – Free Report) by 184.1% during the fourth quarter, Holdings Channel reports. The fund owned 40,590 shares of the company’s stock after buying... More of this article »
Image for Oak Thistle LLC Buys 31,690 Shares of Pinnacle West Capital Corporation $PNW

Oak Thistle LLC Buys 31,690 Shares of Pinnacle West Capital Corporation $PNW

Oak Thistle LLC grew its stake in Pinnacle West Capital Corporation (NYSE:PNW – Free Report) by 251.0% in the fourth quarter, HoldingsChannel reports. The fund owned 44,316 shares of the utilities provider’s stock after... More of this article »
Image for Regions Financial Corporation $RF Stock Holdings Increased by Oak Thistle LLC

Regions Financial Corporation $RF Stock Holdings Increased by Oak Thistle LLC

Oak Thistle LLC boosted its position in Regions Financial Corporation (NYSE:RF – Free Report) by 49.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Tudor Investment Corp ET AL Acquires 661,028 Shares of NextDecade Corporation $NEXT

Tudor Investment Corp ET AL Acquires 661,028 Shares of NextDecade Corporation $NEXT

Tudor Investment Corp ET AL lifted its holdings in NextDecade Corporation (NASDAQ:NEXT – Free Report) by 262.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Tudor Investment Corp ET AL Has $6.63 Million Position in Transocean Ltd. $RIG

Tudor Investment Corp ET AL Has $6.63 Million Position in Transocean Ltd. $RIG

Tudor Investment Corp ET AL reduced its position in shares of Transocean Ltd. (NYSE:RIG – Free Report) by 50.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Tudor Investment Corp ET AL Has $6.45 Million Position in Payoneer Global Inc. $PAYO

Tudor Investment Corp ET AL Has $6.45 Million Position in Payoneer Global Inc. $PAYO

Tudor Investment Corp ET AL lifted its holdings in shares of Payoneer Global Inc. (NASDAQ:PAYO – Free Report) by 15.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Tudor Investment Corp ET AL Has $6.32 Million Stock Position in BorgWarner Inc. $BWA

Tudor Investment Corp ET AL Has $6.32 Million Stock Position in BorgWarner Inc. $BWA

Tudor Investment Corp ET AL reduced its stake in shares of BorgWarner Inc. (NYSE:BWA – Free Report) by 73.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 143,665 shares of the... More of this article »
Image for 69,202 Shares in LeMaitre Vascular, Inc. $LMAT Acquired by Tudor Investment Corp ET AL

69,202 Shares in LeMaitre Vascular, Inc. $LMAT Acquired by Tudor Investment Corp ET AL

Tudor Investment Corp ET AL purchased a new position in shares of LeMaitre Vascular, Inc. (NASDAQ:LMAT – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for MBL Wealth LLC Purchases 8,357 Shares of Netflix, Inc. $NFLX

MBL Wealth LLC Purchases 8,357 Shares of Netflix, Inc. $NFLX

MBL Wealth LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,063.2% during the 4th quarter, HoldingsChannel reports. The firm owned 9,143 shares of the Internet television network’s stock after... More of this article »
Image for Naviter Wealth LLC Has $3.01 Million Stock Holdings in Blue Owl Capital Corporation $OBDC

Naviter Wealth LLC Has $3.01 Million Stock Holdings in Blue Owl Capital Corporation $OBDC

Naviter Wealth LLC cut its holdings in shares of Blue Owl Capital Corporation (NYSE:OBDC – Free Report) by 31.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Naviter Wealth LLC Has $2.66 Million Stock Holdings in Micron Technology, Inc. $MU

Naviter Wealth LLC Has $2.66 Million Stock Holdings in Micron Technology, Inc. $MU

Naviter Wealth LLC decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 18.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for ProCore Advisors LLC Invests $1.30 Million in Capital Group Dividend Value ETF $CGDV

ProCore Advisors LLC Invests $1.30 Million in Capital Group Dividend Value ETF $CGDV

ProCore Advisors LLC purchased a new position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Seascape Capital Management Grows Stock Holdings in First Trust Core Investment Grade ETF $FTCB

Seascape Capital Management Grows Stock Holdings in First Trust Core Investment Grade ETF $FTCB

Seascape Capital Management increased its holdings in First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 7.8% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Sivik Global Healthcare LLC Sells 15,000 Shares of Medtronic PLC $MDT

Sivik Global Healthcare LLC Sells 15,000 Shares of Medtronic PLC $MDT

Sivik Global Healthcare LLC decreased its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 25.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Penney Financial LLC Has $6.93 Million Holdings in Eaton Vance Total Return Bond ETF $EVTR

Penney Financial LLC Has $6.93 Million Holdings in Eaton Vance Total Return Bond ETF $EVTR

Penney Financial LLC raised its stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Sivik Global Healthcare LLC Purchases Shares of 1,500 argenex SE $ARGX

Sivik Global Healthcare LLC Purchases Shares of 1,500 argenex SE $ARGX

Sivik Global Healthcare LLC purchased a new stake in argenex SE (NASDAQ:ARGX – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,500 shares of the... More of this article »
Image for Sivik Global Healthcare LLC Buys Shares of 25,000 Gilead Sciences, Inc. $GILD

Sivik Global Healthcare LLC Buys Shares of 25,000 Gilead Sciences, Inc. $GILD

Sivik Global Healthcare LLC bought a new stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sivik Global Healthcare LLC Sells 5,000 Shares of Cardinal Health, Inc. $CAH

Sivik Global Healthcare LLC Sells 5,000 Shares of Cardinal Health, Inc. $CAH

Sivik Global Healthcare LLC lowered its position in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 13.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Sivik Global Healthcare LLC Takes $3.82 Million Position in Novo Nordisk A/S $NVO

Sivik Global Healthcare LLC Takes $3.82 Million Position in Novo Nordisk A/S $NVO

Sivik Global Healthcare LLC bought a new stake in Novo Nordisk A/S (NYSE:NVO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for FRG Family Wealth Advisors LLC Sells 17,211 Shares of JPMorgan Equity Premium Income ETF $JEPI

FRG Family Wealth Advisors LLC Sells 17,211 Shares of JPMorgan Equity Premium Income ETF $JEPI

FRG Family Wealth Advisors LLC lessened its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 16.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Perfromance Wealth Partners LLC Acquires 8,421 Shares of Abbott Laboratories $ABT

Perfromance Wealth Partners LLC Acquires 8,421 Shares of Abbott Laboratories $ABT

Perfromance Wealth Partners LLC raised its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 98.9% in the fourth quarter, HoldingsChannel reports. The fund owned 16,934 shares of the healthcare product maker’s... More of this article »
Image for Invesco QQQ $QQQ Shares Sold by Modera Wealth Management LLC

Invesco QQQ $QQQ Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC trimmed its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 14,200 shares of the exchange traded fund’s stock... More of this article »