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Vanguard Mega Cap Growth ETF $MGK Shares Acquired by Sollinda Capital Management LLC
Sollinda Capital Management LLC increased its position in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 147.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Oracle Corporation $ORCL Shares Sold by James Hambro & Partners LLP
James Hambro & Partners LLP trimmed its position in Oracle Corporation (NYSE:ORCL – Free Report) by 99.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,833 shares of the enterprise... More of this article »
Zevenbergen Capital Investments LLC Has $28.09 Million Stock Position in Credo Technology Group Holding Ltd. $CRDO
Zevenbergen Capital Investments LLC raised its stake in Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Free Report) by 121.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Zevenbergen Capital Investments LLC Has $5.28 Million Position in Symbotic Inc. $SYM
Zevenbergen Capital Investments LLC reduced its holdings in shares of Symbotic Inc. (NASDAQ:SYM – Free Report) by 21.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Strategic Point Investment Advisors LLC Grows Stake in iShares MSCI USA Quality Factor ETF $QUAL
Strategic Point Investment Advisors LLC lifted its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Planet Labs PBC $PL Shares Sold by Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC cut its holdings in Planet Labs PBC (NYSE:PL – Free Report) by 48.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 22,500 shares... More of this article »
Surience Private Wealth LLC Makes New $4.03 Million Investment in International Business Machines Corporation $IBM
Surience Private Wealth LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Zevenbergen Capital Investments LLC Takes $14.66 Million Position in Caris Life Sciences, Inc. $CAI
Zevenbergen Capital Investments LLC purchased a new position in shares of Caris Life Sciences, Inc. (NASDAQ:CAI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vaughan Nelson Investment Management L.P. Trims Stock Position in Xylem Inc. $XYL
Vaughan Nelson Investment Management L.P. decreased its position in shares of Xylem Inc. (NYSE:XYL – Free Report) by 39.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 571,718... More of this article »
Vaughan Nelson Investment Management L.P. Purchases 30,600 Shares of GATX Corporation $GATX
Vaughan Nelson Investment Management L.P. grew its position in shares of GATX Corporation (NYSE:GATX – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Refined Wealth Management Makes New Investment in Invesco S&P 500 Equal Weight ETF $RSP
Refined Wealth Management acquired a new stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sanmina Corporation $SANM Shares Sold by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. lessened its holdings in Sanmina Corporation (NASDAQ:SANM – Free Report) by 10.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Motive Wealth Advisors Sells 7,899 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV
Motive Wealth Advisors decreased its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Purchases 27,775 Shares of Commercial Metals Company $CMC
Vaughan Nelson Investment Management L.P. boosted its position in Commercial Metals Company (NYSE:CMC – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Vaughan Nelson Investment Management L.P. Cuts Stake in Stag Industrial, Inc. $STAG
Vaughan Nelson Investment Management L.P. lowered its position in shares of Stag Industrial, Inc. (NYSE:STAG – Free Report) by 4.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,746,439... More of this article »
Vaughan Nelson Investment Management L.P. Acquires New Holdings in Werner Enterprises, Inc. $WERN
Vaughan Nelson Investment Management L.P. bought a new stake in Werner Enterprises, Inc. (NASDAQ:WERN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Buys New Position in CSW Industrials, Inc. $CSW
Vaughan Nelson Investment Management L.P. purchased a new position in CSW Industrials, Inc. (NYSE:CSW – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Has $57.36 Million Stock Position in Nasdaq, Inc. $NDAQ
Vaughan Nelson Investment Management L.P. lifted its position in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 55.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
CMS Energy Corporation $CMS Shares Purchased by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. increased its stake in shares of CMS Energy Corporation (NYSE:CMS – Free Report) by 26.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 795,529... More of this article »
Vaughan Nelson Investment Management L.P. Purchases New Holdings in Booz Allen Hamilton Holding Corporation $BAH
Vaughan Nelson Investment Management L.P. acquired a new position in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Acquires Shares of 1,332,550 Mirion Technologies, Inc. $MIR
Vaughan Nelson Investment Management L.P. acquired a new stake in shares of Mirion Technologies, Inc. (NYSE:MIR – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 1,332,550 shares of the company’s... More of this article »
233,590 Shares in Alamo Group, Inc. $ALG Purchased by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. bought a new stake in Alamo Group, Inc. (NYSE:ALG – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 233,590 shares of the industrial... More of this article »
Vaughan Nelson Investment Management L.P. Sells 31,390 Shares of Red Rock Resorts, Inc. $RRR
Vaughan Nelson Investment Management L.P. reduced its stake in shares of Red Rock Resorts, Inc. (NASDAQ:RRR – Free Report) by 4.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Vaughan Nelson Investment Management L.P. Buys New Shares in Hamilton Lane Inc. $HLNE
Vaughan Nelson Investment Management L.P. purchased a new stake in shares of Hamilton Lane Inc. (NASDAQ:HLNE – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vaughan Nelson Investment Management L.P. Buys Shares of 381,740 Churchill Downs, Incorporated $CHDN
Vaughan Nelson Investment Management L.P. purchased a new position in shares of Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) in the fourth quarter, Holdings Channel reports. The fund purchased 381,740 shares of... More of this article »
Zevenbergen Capital Investments LLC Cuts Stake in Advanced Micro Devices, Inc. $AMD
Zevenbergen Capital Investments LLC cut its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 6.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 550,483 shares of the semiconductor manufacturer’s... More of this article »
Zevenbergen Capital Investments LLC Sells 835,151 Shares of The Trade Desk $TTD
Zevenbergen Capital Investments LLC lowered its position in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 40.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Toast, Inc. $TOST Holdings Lowered by Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC decreased its stake in Toast, Inc. (NYSE:TOST – Free Report) by 12.4% in the fourth quarter, HoldingsChannel reports. The firm owned 1,854,996 shares of the company’s stock after selling... More of this article »
Zevenbergen Capital Investments LLC Reduces Holdings in Veeva Systems Inc. $VEEV
Zevenbergen Capital Investments LLC lowered its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 24.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 149,654 shares of the... More of this article »
Vaughan Nelson Investment Management L.P. Sells 366,450 Shares of Capital One Financial Corporation $COF
Vaughan Nelson Investment Management L.P. trimmed its position in shares of Capital One Financial Corporation (NYSE:COF) by 43.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 485,517 shares of the... More of this article »
Zions Bancorporation, N.A. $ZION Shares Sold by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. decreased its holdings in shares of Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) by 8.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 2,964,419 shares of... More of this article »
Vaughan Nelson Investment Management L.P. Sells 10,260 Shares of Valmont Industries, Inc. $VMI
Vaughan Nelson Investment Management L.P. cut its stake in Valmont Industries, Inc. (NYSE:VMI – Free Report) by 4.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 243,475 shares of the industrial... More of this article »
Windsor Capital Management LLC Acquires 2,117 Shares of Amgen Inc. $AMGN
Windsor Capital Management LLC boosted its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 132.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Dimensional US Core Equity Market ETF $DFAU Shares Purchased by Parkwoods Wealth Partners LLC
Parkwoods Wealth Partners LLC increased its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 57.0% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Viking Holdings Ltd. $VIK Holdings Trimmed by Westend Capital Management LLC
Westend Capital Management LLC trimmed its holdings in shares of Viking Holdings Ltd. (NYSE:VIK – Free Report) by 30.2% in the 4th quarter, Holdings Channel reports. The firm owned 195,361 shares of the company’s stock... More of this article »
Retirement Systems of Alabama Grows Holdings in Costco Wholesale Corporation $COST
Retirement Systems of Alabama lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 14.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Tesla, Inc. $TSLA Shares Acquired by Northstar Advisory Group LLC
Northstar Advisory Group LLC increased its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares Russell 2000 ETF $IWM Shares Bought by Sollinda Capital Management LLC
Sollinda Capital Management LLC raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 485.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares 3-7 Year Treasury Bond ETF $IEI Stake Boosted by Strategic Point Investment Advisors LLC
Strategic Point Investment Advisors LLC increased its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Vanguard Tax-Exempt Bond ETF $VTEB Shares Sold by Stewardship Advisors LLC
Stewardship Advisors LLC lowered its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 27.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
McGlone Suttner Wealth Management Inc. Buys 5,563 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
McGlone Suttner Wealth Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Wealth Quarterback LLC Acquires 3,962 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
Wealth Quarterback LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 56.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
WESPAC Advisors LLC Has $202,000 Stock Position in Altria Group, Inc. $MO
WESPAC Advisors LLC reduced its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 76.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
TrueMark Investments LLC Sells 108,926 Shares of General Mills, Inc. $GIS
TrueMark Investments LLC lessened its stake in General Mills, Inc. (NYSE:GIS – Free Report) by 89.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
TrueMark Investments LLC Makes New $385,000 Investment in XAI Octagon Floating Rate & Alternative Income Trust $XFLT
TrueMark Investments LLC acquired a new stake in XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Wedge Capital Management L L P NC Has $1.41 Million Position in Gibraltar Industries, Inc. $ROCK
Wedge Capital Management L L P NC cut its holdings in Gibraltar Industries, Inc. (NASDAQ:ROCK – Free Report) by 49.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
TrueMark Investments LLC Purchases Shares of 6,077 LyondellBasell Industries N.V. $LYB
TrueMark Investments LLC acquired a new position in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
TrueMark Investments LLC Invests $640,000 in Cogent Communications Holdings, Inc. $CCOI
TrueMark Investments LLC acquired a new stake in Cogent Communications Holdings, Inc. (NASDAQ:CCOI – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »