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Solitude Financial Services Sells 13,984 Shares of Schwab Fundamental International Equity ETF $FNDF
Solitude Financial Services cut its stake in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 2.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 576,304... More of this article »
J. Safra Sarasin Holding AG Acquires 16,255 Shares of PepsiCo, Inc. $PEP
J. Safra Sarasin Holding AG lifted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.6% 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 »
Mn Services Vermogensbeheer B.V. Increases Stake in Howmet Aerospace Inc. $HWM
Mn Services Vermogensbeheer B.V. lifted its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Capital One Financial Corporation $COF Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG lowered its position in shares of Capital One Financial Corporation (NYSE:COF) by 8.6% during the fourth quarter, HoldingsChannel reports. The firm owned 137,441 shares of the financial services provider’s... More of this article »
J. Safra Sarasin Holding AG Purchases 192,314 Shares of Uber Technologies, Inc. $UBER
J. Safra Sarasin Holding AG lifted its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 70.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 463,922 shares of the ride-sharing... More of this article »
CocaCola Company (The) $KO Position Boosted by James Hambro & Partners LLP
James Hambro & Partners LLP boosted its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 3.7% during the 4th quarter, Holdings Channel reports. The fund owned 1,382,448 shares of the company’s stock after... More of this article »
Rebalance LLC Trims Stake in iShares 0-3 Month Treasury Bond ETF $SGOV
Rebalance LLC reduced its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 22.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 67,334 shares of the company’s stock... More of this article »
James Hambro & Partners LLP Has $118.94 Million Stake in The Progressive Corporation $PGR
James Hambro & Partners LLP grew its position in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 3.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 522,219 shares of the insurance... More of this article »
Lighthouse Wealth Management Inc. Acquires 13,196 Shares of T. Rowe Price Dividend Growth ETF $TDVG
Lighthouse Wealth Management Inc. boosted its holdings in shares of T. Rowe Price Dividend Growth ETF (NYSEARCA:TDVG – Free Report) by 59.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 35,534 shares... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT is Savior LLC’s 6th Largest Position
Savior LLC increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 198.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 22,021 shares of the... More of this article »
James Hambro & Partners LLP Buys 1,896 Shares of SPDR Gold Shares $GLD
James Hambro & Partners LLP grew its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Diamondback Energy, Inc. $FANG Shares Bought by QSM Asset Management Ltd
QSM Asset Management Ltd lifted its holdings in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 100.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Novavax, Inc. $NVAX Shares Bought by Shah Capital Management
Shah Capital Management lifted its holdings in shares of Novavax, Inc. (NASDAQ:NVAX – Free Report) by 23.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 14,558,780 shares of the biopharmaceutical... More of this article »
Netflix, Inc. $NFLX Stake Raised by Kieckhefer Group LLC
Kieckhefer Group LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,002.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 58,800 shares of the Internet television... More of this article »
QSM Asset Management Ltd Buys 42,800 Shares of Celanese Corporation $CE
QSM Asset Management Ltd grew its holdings in Celanese Corporation (NYSE:CE – Free Report) by 102.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 84,698 shares of the basic materials company’s stock... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Position Raised by Rebalance LLC
Rebalance LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
iShares iBonds Dec 2030 Term Treasury ETF $IBTK Shares Bought by Rebalance LLC
Rebalance LLC lifted its stake in shares of iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK – Free Report) by 2,181.9% during the fourth quarter, Holdings Channel reports. The firm owned 259,748 shares of the company’s... More of this article »
1,800,000 Shares in USA Today Co. $TDAY Purchased by Shah Capital Management
Shah Capital Management acquired a new stake in USA Today Co. (NYSE:TDAY – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,800,000 shares of the company’s... More of this article »
Rebalance LLC Purchases 340,113 Shares of iShares iBonds Dec 2028 Term Corporate ETF $IBDT
Rebalance LLC boosted its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT – Free Report) by 86.3% in the fourth quarter, Holdings Channel reports. The fund owned 734,069 shares of the company’s... More of this article »
Mn Services Vermogensbeheer B.V. Purchases 7,406 Shares of Amphenol Corporation $APH
Mn Services Vermogensbeheer B.V. boosted its position in Amphenol Corporation (NYSE:APH – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Mn Services Vermogensbeheer B.V. Purchases 3,483 Shares of Chubb Limited $CB
Mn Services Vermogensbeheer B.V. raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 2.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 147,453 shares of the financial... More of this article »
Mn Services Vermogensbeheer B.V. Has $57.77 Million Stake in Adobe Inc. $ADBE
Mn Services Vermogensbeheer B.V. raised its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 165,064 shares of... More of this article »
Mn Services Vermogensbeheer B.V. Has $68.15 Million Holdings in Amgen Inc. $AMGN
Mn Services Vermogensbeheer B.V. lifted its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The fund owned 208,219 shares of the medical research company’s... More of this article »
iShares MSCI ACWI ex U.S. ETF $ACWX Shares Acquired by Orrstown Financial Services Inc.
Orrstown Financial Services Inc. grew its stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 48.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Orrstown Financial Services Inc. Has $58.44 Million Position in JPMorgan Active Value ETF $JAVA
Orrstown Financial Services Inc. grew its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 4.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Northstar Advisory Group LLC Makes New $2.07 Million Investment in VanEck Oil Services ETF $OIH
Northstar Advisory Group LLC purchased a new stake in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 7,271 shares of the... More of this article »
KKR & Co. Inc. $KKR Shares Bought by Pacific Capital Partners Ltd
Pacific Capital Partners Ltd lifted its position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 186.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Retirement Systems of Alabama Has $47.39 Million Stock Holdings in United Therapeutics Corporation $UTHR
Retirement Systems of Alabama lowered its stake in United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 97,268... More of this article »
Welltower Inc. $WELL Shares Acquired by Retirement Systems of Alabama
Retirement Systems of Alabama increased its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 6.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Pacific Capital Partners Ltd Buys 8,250 Shares of Becton, Dickinson and Company $BDX
Pacific Capital Partners Ltd grew its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 28.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Pacific Capital Partners Ltd Lowers Stake in Blackstone Mortgage Trust, Inc. $BXMT
Pacific Capital Partners Ltd reduced its stake in shares of Blackstone Mortgage Trust, Inc. (NYSE:BXMT – Free Report) by 68.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 27,500 shares... More of this article »
Northstar Advisory Group LLC Trims Holdings in Dominion Energy Inc. $D
Northstar Advisory Group LLC lowered its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 88.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Northstar Advisory Group LLC Acquires Shares of 5,609 Thermo Fisher Scientific Inc. $TMO
Northstar Advisory Group LLC acquired a new position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Northstar Advisory Group LLC Makes New $1.49 Million Investment in Federal Realty Investment Trust $FRT
Northstar Advisory Group LLC acquired a new stake in Federal Realty Investment Trust (NYSE:FRT – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Pacific Capital Partners Ltd Makes New $2.53 Million Investment in Apollo Global Management Inc. $APO
Pacific Capital Partners Ltd acquired a new position in Apollo Global Management Inc. (NYSE:APO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Polaris Investment Advisors LLC Acquires Shares of 5,963 Kimberly-Clark Corporation $KMB
Polaris Investment Advisors LLC bought a new position in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought... More of this article »
Polaris Investment Advisors LLC Makes New $2.43 Million Investment in iShares National Muni Bond ETF $MUB
Polaris Investment Advisors LLC bought a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 22,726... More of this article »
The Mosaic Company $MOS Shares Purchased by Polianta Ltd
Polianta Ltd boosted its stake in The Mosaic Company (NYSE:MOS – Free Report) by 65.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Polaris Investment Advisors LLC Invests $4.02 Million in iShares MSCI USA Quality Factor ETF $QUAL
Polaris Investment Advisors LLC bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Polianta Ltd Makes New $1.31 Million Investment in Nextpower Inc. $NXT
Polianta Ltd bought a new stake in Nextpower Inc. (NASDAQ:NXT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 15,000 shares of the... More of this article »
Presidio Capital Management LLC Purchases Shares of 355,465 iShares Core Dividend Growth ETF $DGRO
Presidio Capital Management LLC acquired a new position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 355,465 shares... More of this article »
Polianta Ltd Makes New $1.38 Million Investment in Galaxy Digital Inc. $GLXY
Polianta Ltd acquired a new position in Galaxy Digital Inc. (NASDAQ:GLXY – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired... More of this article »
Polianta Ltd Takes $1.51 Million Position in Cboe Global Markets, Inc. $CBOE
Polianta Ltd purchased a new position in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Polianta Ltd Takes Position in Deckers Outdoor Corporation $DECK
Polianta Ltd acquired a new stake in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Polaris Investment Advisors LLC Makes New $9.65 Million Investment in iShares S&P 500 Growth ETF $IVW
Polaris Investment Advisors LLC purchased a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Polianta Ltd Makes New Investment in Medpace Holdings, Inc. $MEDP
Polianta Ltd purchased a new stake in Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 2,800 shares of the company’s stock, valued... More of this article »
24,400 Shares in PayPal Holdings, Inc. $PYPL Acquired by Polianta Ltd
Polianta Ltd acquired a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares S&P Small-Cap 600 Value ETF $IJS Shares Purchased by Polianta Ltd
Polianta Ltd increased its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 7.9% in the fourth quarter, HoldingsChannel reports. The firm owned 78,300 shares of the company’s... More of this article »