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Pacific Point Advisors LLC Buys New Shares in Waste Management, Inc. $WM
Pacific Point Advisors LLC bought a new stake in Waste Management, Inc. (NYSE:WM – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Stock Yards Bank & Trust Co. Has $1.80 Million Stock Position in Gilead Sciences, Inc. $GILD
Stock Yards Bank & Trust Co. decreased its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 40.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
MBL Wealth LLC Boosts Stake in iShares Russell 1000 Growth ETF $IWF
MBL Wealth LLC grew its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 74.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
M. Kraus & Co Boosts Holdings in Verizon Communications Inc. $VZ
M. Kraus & Co grew its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 21.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
1,739 Shares in Watsco, Inc. $WSO Acquired by Intrinsic Value Partners LLC
Intrinsic Value Partners LLC bought a new position in Watsco, Inc. (NYSE:WSO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,739 shares... More of this article »
VictoryShares Core Intermediate Bond ETF $UITB Shares Acquired by MBL Wealth LLC
MBL Wealth LLC lifted its position in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 6.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 662,549 shares of the... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL is MBL Wealth LLC’s 2nd Largest Position
MBL Wealth LLC grew its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,098,043 shares of the company’s stock... More of this article »
Vanguard Short-Term Treasury ETF $VGSH is Mayport LLC’s 2nd Largest Position
Mayport LLC lifted its position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 15.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Citigroup Inc. $C is Nexus Investment Management ULC’s 4th Largest Position
Nexus Investment Management ULC lessened its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Steadtrust LLC Has $754,000 Position in Atlas Energy Solutions Inc. $AESI
Steadtrust LLC raised its stake in Atlas Energy Solutions Inc. (NYSE:AESI – Free Report) by 300.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Mayport LLC
Mayport LLC raised its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 189.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Steadtrust LLC Buys 27,980 Shares of LyondellBasell Industries N.V. $LYB
Steadtrust LLC grew its stake in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 269.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 38,380 shares of the specialty... More of this article »
Modera Wealth Management LLC Has $13.47 Million Stock Holdings in Dimensional International Core Equity Market ETF $DFAI
Modera Wealth Management LLC cut its stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 10.7% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Walmart Inc. $WMT Stock Holdings Decreased by Rathbones Group PLC
Rathbones Group PLC lowered its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 6.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,386,505 shares of the retailer’s stock after selling 95,103 shares... More of this article »
Modera Wealth Management LLC Lowers Stake in Elevance Health, Inc. $ELV
Modera Wealth Management LLC lowered its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 9.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
iShares Silver Trust $SLV Shares Purchased by Sound Income Strategies LLC
Sound Income Strategies LLC boosted its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 268.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 25,112 shares of the exchange... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Shares Bought by Rathbones Group PLC
Rathbones Group PLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 70.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Leo Wealth LLC Takes Position in VanEck Rare Earth and Strategic Metals ETF $REMX
Leo Wealth LLC bought a new position in shares of VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 6,533 shares of... More of this article »
Stock Yards Bank & Trust Co. Lowers Stock Holdings in Vanguard Real Estate ETF $VNQ
Stock Yards Bank & Trust Co. reduced its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 36.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,464 shares... More of this article »
Leo Wealth LLC Purchases 2,985 Shares of Visa Inc. $V
Leo Wealth LLC grew its position in Visa Inc. (NYSE:V – Free Report) by 122.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,417 shares of the credit-card... More of this article »
Sowell Financial Services LLC Acquires 10,089 Shares of iShares 7-10 Year Treasury Bond ETF $IEF
Sowell Financial Services LLC lifted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 229.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 14,483 shares... More of this article »
US Foods Holding Corp. $USFD Shares Sold by Newbridge Financial Services Group Inc.
Newbridge Financial Services Group Inc. trimmed its stake in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 52.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Newbridge Financial Services Group Inc. Has $354,000 Holdings in Grayscale Bitcoin Trust ETF $GBTC
Newbridge Financial Services Group Inc. lessened its stake in Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) by 83.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 5,182 shares of... More of this article »
Portside Wealth Group LLC Invests $548,000 in Brinker International, Inc. $EAT
Portside Wealth Group LLC purchased a new position in Brinker International, Inc. (NYSE:EAT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Rathbones Group PLC Decreases Stock Position in SPDR S&P Global Infrastructure ETF $GII
Rathbones Group PLC cut its holdings in SPDR S&P Global Infrastructure ETF (NYSEARCA:GII – Free Report) by 17.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 41,333 shares of the company’s... More of this article »
Copart, Inc. $CPRT Shares Purchased by Rathbones Group PLC
Rathbones Group PLC increased its holdings in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 990.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 90,009 shares of the business services provider’s... More of this article »
Sound Income Strategies LLC Grows Stock Position in Invesco S&P 500 Top 50 ETF $XLG
Sound Income Strategies LLC lifted its stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 4,166.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 35,753 shares of the company’s... More of this article »
Portside Wealth Group LLC Has $4.71 Million Holdings in iShares Core S&P 500 ETF $IVV
Portside Wealth Group LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Duke Energy Corporation $DUK Shares Bought by Sound Income Strategies LLC
Sound Income Strategies LLC grew its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 334.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Rathbones Group PLC Increases Stock Position in ASP Isotopes Inc. $ASPI
Rathbones Group PLC raised its holdings in ASP Isotopes Inc. (NASDAQ:ASPI – Free Report) by 68.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
16,935 Shares in Vanguard Intermediate-Term Treasury ETF $VGIT Bought by Rathbones Group PLC
Rathbones Group PLC acquired a new position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 16,935 shares of the company’s... More of this article »
Sound Income Strategies LLC Has $1.10 Million Position in iShares Core S&P U.S. Value ETF $IUSV
Sound Income Strategies LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 513.4% during the fourth quarter, HoldingsChannel reports. The firm owned 10,471 shares of the... More of this article »
9,861 Shares in First Trust Nasdaq Semiconductor ETF $FTXL Bought by Sound Income Strategies LLC
Sound Income Strategies LLC bought a new position in First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Sound Income Strategies LLC Increases Stock Position in Nomad Foods Limited $NOMD
Sound Income Strategies LLC boosted its stake in Nomad Foods Limited (NYSE:NOMD – Free Report) by 64.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sound Income Strategies LLC Purchases Shares of 9,661 iShares Europe ETF $IEV
Sound Income Strategies LLC purchased a new stake in iShares Europe ETF (NYSEARCA:IEV – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Sowell Financial Services LLC Sells 39,354 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Sowell Financial Services LLC reduced its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 60.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Sowell Financial Services LLC Has $1.82 Million Stock Holdings in Vanguard Small-Cap ETF $VB
Sowell Financial Services LLC decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 77.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 7,053 shares of... More of this article »
Sowell Financial Services LLC Invests $1.98 Million in VanEck Rare Earth and Strategic Metals ETF $REMX
Sowell Financial Services LLC bought a new position in VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Princeton Global Asset Management LLC Boosts Holdings in Eli Lilly and Company $LLY
Princeton Global Asset Management LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 386.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Secure Asset Management LLC Cuts Position in Ares Dynamic Credit Allocation Fund, Inc. $ARDC
Secure Asset Management LLC lessened its position in shares of Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC – Free Report) by 86.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,050... More of this article »
Mondelez International, Inc. $MDLZ Stock Holdings Lessened by Signaturefd LLC
Signaturefd LLC lowered its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 38.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,121... More of this article »
Harbor Capital Advisors Inc. Sells 26,968 Shares of Air Lease Corporation $AL
Harbor Capital Advisors Inc. reduced its holdings in shares of Air Lease Corporation (NYSE:AL – Free Report) by 90.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 2,699 shares of the transportation company’s... More of this article »
Savvy Advisors Inc. Makes New Investment in iShares Top 20 U.S. Stocks ETF $TOPT
Savvy Advisors Inc. purchased a new position in iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Savvy Advisors Inc. Invests $909,000 in Cornerstone Strategic Investment Fund, Inc. $CLM
Savvy Advisors Inc. purchased a new position in shares of Cornerstone Strategic Investment Fund, Inc. (NYSEAMERICAN:CLM – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 108,760 shares of... More of this article »
Savvy Advisors Inc. Invests $770,000 in SPDR S&P Emerging Markets Dividend ETF $EDIV
Savvy Advisors Inc. acquired a new position in SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 19,669 shares... More of this article »
Sovran Advisors LLC Trims Holdings in Vanguard Short-Term Bond ETF $BSV
Sovran Advisors LLC reduced its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 85.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 3,961 shares... More of this article »
Signaturefd LLC Buys New Stake in Fiserv, Inc. $FISV
Signaturefd LLC bought a new stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 11,362 shares... More of this article »
Chipotle Mexican Grill, Inc. $CMG Stake Trimmed by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. lowered its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 45.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »