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Trust Co. of Oklahoma Buys New Shares in Bank of America Corporation $BAC
Trust Co. of Oklahoma bought a new position in shares of Bank of America Corporation (NYSE:BAC) during the fourth quarter, HoldingsChannel reports. The firm bought 12,104 shares of the financial services provider’s stock, valued... More of this article »
ORG Wealth Partners LLC Sells 7,131 Shares of ProShares S&P 500 Aristocrats ETF $NOBL
ORG Wealth Partners LLC cut its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 47.8% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
ORG Partners LLC Sells 48,479 Shares of Sprott Physical Gold Trust $PHYS
ORG Partners LLC lessened its holdings in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 27.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 130,776 shares... More of this article »
Sjbenen Advisory LLC Acquires Shares of 4,700 iShares Russell 2000 ETF $IWM
Sjbenen Advisory LLC acquired a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
ORG Partners LLC Has $1.79 Million Stake in Tesla, Inc. $TSLA
ORG Partners LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,986 shares of the electric vehicle producer’s stock after selling... More of this article »
ORG Partners LLC Has $1.47 Million Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX
ORG Partners LLC raised its holdings in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 56.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 21,934 shares of the company’s... More of this article »
Sjbenen Advisory LLC Makes New Investment in Coinbase Global, Inc. $COIN
Sjbenen Advisory LLC bought a new stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 59,900 shares of... More of this article »
JPMorgan Active Growth ETF $JGRO Shares Acquired by ORG Partners LLC
ORG Partners LLC lifted its position in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 73.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
ORG Partners LLC Grows Position in Capital Group Global Growth Equity ETF $CGGO
ORG Partners LLC raised its stake in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 107.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 30,138 shares of the company’s... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Johnson Bixby & Associates LLC
Johnson Bixby & Associates LLC raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 16.6% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Nova Wealth Management Inc. Acquires 7,050 Shares of Small/Mid Cap Growth Alpha ETF $JSMD
Nova Wealth Management Inc. increased its stake in shares of Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 123.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 12,762 shares... More of this article »
Invesco Senior Loan ETF $BKLN Shares Bought by Matthew Goff Investment Advisor LLC
Matthew Goff Investment Advisor LLC raised its holdings in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 27.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 420,692... More of this article »
Matthew Goff Investment Advisor LLC Lowers Stock Position in American Express Company $AXP
Matthew Goff Investment Advisor LLC trimmed its stake in American Express Company (NYSE:AXP) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
6,028 Shares in iShares S&P Small-Cap 600 Value ETF $IJS Acquired by Global View Capital Management LLC
Global View Capital Management LLC acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
R.H. Dinel Investment Counsel Inc. Trims Holdings in Amgen Inc. $AMGN
R.H. Dinel Investment Counsel Inc. lessened its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Goelzer Investment Management Inc. Invests $593,000 in Parker-Hannifin Corporation $PH
Goelzer Investment Management Inc. acquired a new stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 675... More of this article »
Thompson Investment Management Inc. Purchases 19,156 Shares of PayPal Holdings, Inc. $PYPL
Thompson Investment Management Inc. raised its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 11.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
VanEck Morningstar Wide Moat ETF $MOAT Shares Sold by Kraft Davis & Associates LLC
Kraft Davis & Associates LLC reduced its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 76.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,910 shares of the company’s... More of this article »
Lumentum Holdings Inc. $LITE Shares Sold by Thompson Investment Management Inc.
Thompson Investment Management Inc. lessened its stake in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 66.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,820 shares of... More of this article »
Carlyle Secured Lending, Inc. $CGBD Shares Bought by TrueMark Investments LLC
TrueMark Investments LLC grew its stake in Carlyle Secured Lending, Inc. (NASDAQ:CGBD – Free Report) by 517.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Trustees of Dartmouth College Takes $10.01 Million Position in iShares Bitcoin Trust ETF $IBIT
Trustees of Dartmouth College acquired a new position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
TrueMark Investments LLC Invests $840,000 in Ellington Financial Inc. $EFC
TrueMark Investments LLC bought a new position in Ellington Financial Inc. (NYSE:EFC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
iShares MSCI USA Momentum Factor ETF $MTUM Shares Purchased by Lantz Financial LLC
Lantz Financial LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 58.5% in the 4th quarter, HoldingsChannel reports. The firm owned 10,613 shares of the company’s... More of this article »
TrueMark Investments LLC Sells 9,717 Shares of HSBC Holdings plc $HSBC
TrueMark Investments LLC trimmed its stake in HSBC Holdings plc (NYSE:HSBC – Free Report) by 20.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
97,151 Shares in Goldman Sachs BDC, Inc. $GSBD Purchased by TrueMark Investments LLC
TrueMark Investments LLC purchased a new stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
TrueMark Investments LLC Acquires 61,872 Shares of Oaktree Specialty Lending Corp. $OCSL
TrueMark Investments LLC raised its holdings in Oaktree Specialty Lending Corp. (NASDAQ:OCSL – Free Report) by 288.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 83,344 shares of... More of this article »
Lantz Financial LLC Acquires 270,586 Shares of Invesco BulletShares 2027 Corporate Bond ETF $BSCR
Lantz Financial LLC raised its holdings in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 281.9% during the fourth quarter, HoldingsChannel reports. The fund owned 366,578 shares of the... More of this article »
iShares Core High Dividend ETF $HDV Shares Acquired by Lantz Financial LLC
Lantz Financial LLC increased its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 3.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 109,545 shares... More of this article »
American Electric Power Company, Inc. $AEP Shares Acquired by TrueMark Investments LLC
TrueMark Investments LLC lifted its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 9.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
TrueMark Investments LLC Raises Stock Holdings in CME Group Inc. $CME
TrueMark Investments LLC increased its holdings in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 7.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 31,149 shares of the financial... More of this article »
TrueMark Investments LLC Reduces Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
TrueMark Investments LLC reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 21.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Northwest Wealth Management LLC Buys Shares of 22,144 First Trust TCW Unconstrained Plus Bond ETF $UCON
Northwest Wealth Management LLC purchased a new position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Shares Bought by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. grew its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.6% during the 4th quarter, HoldingsChannel reports. The firm owned 180,480 shares of the company’s... More of this article »
Hennion & Walsh Asset Management Inc. Increases Holdings in Ardelyx, Inc. $ARDX
Hennion & Walsh Asset Management Inc. boosted its stake in shares of Ardelyx, Inc. (NASDAQ:ARDX – Free Report) by 23.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 959,540 shares... More of this article »
Lam Research Corporation $LRCX Shares Bought by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. grew its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 5.6% during the fourth quarter, HoldingsChannel reports. The firm owned 71,213 shares of the semiconductor... More of this article »
Northwest Wealth Management LLC Cuts Stock Holdings in Dimensional International Value ETF $DFIV
Northwest Wealth Management LLC lowered its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 5.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 224,156 shares... More of this article »
Hennion & Walsh Asset Management Inc. Cuts Stake in McKesson Corporation $MCK
Hennion & Walsh Asset Management Inc. cut its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 6.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 9,623 shares of the company’s... More of this article »
BlackRock MuniHoldings Fund, Inc. $MHD Stake Trimmed by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. lessened its stake in shares of BlackRock MuniHoldings Fund, Inc. (NYSE:MHD – Free Report) by 12.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Hennion & Walsh Asset Management Inc. Grows Stock Position in Eaton Vance Municipal Income Trust $EVN
Hennion & Walsh Asset Management Inc. increased its holdings in Eaton Vance Municipal Income Trust (NYSE:EVN – Free Report) by 17.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
Hennion & Walsh Asset Management Inc. Acquires 19,579 Shares of Celcuity, Inc. $CELC
Hennion & Walsh Asset Management Inc. grew its holdings in shares of Celcuity, Inc. (NASDAQ:CELC – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Hennion & Walsh Asset Management Inc. Has $7.73 Million Stake in NextEra Energy, Inc. $NEE
Hennion & Walsh Asset Management Inc. increased its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 23.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 96,255 shares of the utilities... More of this article »
Greenfield FTC Inc. Invests $43.08 Million in iShares MSCI Emerging Markets ETF $EEM
Greenfield FTC Inc. purchased a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vanguard Intermediate-Term Corporate Bond ETF $VCIT Shares Bought by Longview Financial Advisors LLC
Longview Financial Advisors LLC grew its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 9.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 190,355 shares of the company’s... More of this article »
Invesco New York AMT-Free Municipal Bond ETF $PZT Shares Bought by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. raised its holdings in Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT – Free Report) by 16.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Hoese & Co LLP Has $3.17 Million Holdings in iShares U.S. Tech Independence Focused ETF $IETC
Hoese & Co LLP grew its position in shares of iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 279.2% in the 4th quarter, HoldingsChannel reports. The fund owned 31,218 shares of the company’s... More of this article »
Hennion & Walsh Asset Management Inc. Sells 3,592 Shares of Targa Resources, Inc. $TRGP
Hennion & Walsh Asset Management Inc. cut its position in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 9.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 35,846 shares of the pipeline company’s... More of this article »
Vanguard Dividend Appreciation ETF $VIG Position Boosted by Hoese & Co LLP
Hoese & Co LLP grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 8.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Stegent Equity Advisors Inc. Trims Stake in abrdn Physical Precious Metals Basket Shares ETF $GLTR
Stegent Equity Advisors Inc. lessened its position in shares of abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 11.2% in the fourth quarter, according to its most recent filing with the SEC.... More of this article »