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Sound Financial Bancorp, Inc. $SFBC is Graham Capital Wealth Management LLC’s 7th Largest Position
Graham Capital Wealth Management LLC lifted its position in Sound Financial Bancorp, Inc. (NASDAQ:SFBC – Free Report) by 275.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Newbridge Financial Services Group Inc. Buys 32,200 Shares of iShares Ethereum Trust ETF $ETHA
Newbridge Financial Services Group Inc. lifted its holdings in shares of iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) by 395.1% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
67,348 Shares in Copart, Inc. $CPRT Acquired by Inlet Private Wealth LLC
Inlet Private Wealth LLC acquired a new position in Copart, Inc. (NASDAQ:CPRT – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 67,348 shares... More of this article »
Newbridge Financial Services Group Inc. Increases Stock Holdings in Robinhood Markets, Inc. $HOOD
Newbridge Financial Services Group Inc. raised its stake in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 77.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
McKesson Corporation $MCK Shares Sold by Inlet Private Wealth LLC
Inlet Private Wealth LLC lessened its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 3.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 21,372 shares of the company’s... More of this article »
Newbridge Financial Services Group Inc. Acquires 5,437 Shares of Johnson Controls International plc $JCI
Newbridge Financial Services Group Inc. raised its holdings in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 89.5% in the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Pan American Silver Corp. $PAAS Stake Lifted by Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. lifted its stake in shares of Pan American Silver Corp. (NYSE:PAAS – Free Report) (TSE:PAAS) by 24.2% during the 4th quarter, according to the company in its most recent... More of this article »
Leading Edge Financial Planning LLC Has $27.48 Million Stock Holdings in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Leading Edge Financial Planning LLC increased its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 6.7% in the 4th quarter, Holdings Channel.com reports. The institutional... More of this article »
30,871 Shares in Fidelity Yield Enhanced Equity ETF $FYEE Purchased by Kraematon Investment Advisors Inc.
Kraematon Investment Advisors Inc. acquired a new position in shares of Fidelity Yield Enhanced Equity ETF (BATS:FYEE – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Portside Wealth Group LLC Has $1.87 Million Holdings in Vanguard Total World Stock ETF $VT
Portside Wealth Group LLC lowered its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 45.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Portside Wealth Group LLC Lowers Position in Zoetis Inc. $ZTS
Portside Wealth Group LLC lowered its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 20.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Portside Wealth Group LLC Increases Position in JPMorgan U.S. Quality Factor ETF $JQUA
Portside Wealth Group LLC boosted its holdings in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 24.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 52,138 shares of the company’s... More of this article »
Lakeshore Capital Group Inc. Increases Stake in Netflix, Inc. $NFLX
Lakeshore Capital Group Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 895.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 11,747 shares of the Internet television network’s... More of this article »
Invesco S&P SmallCap Momentum ETF $XSMO Shares Acquired by Sound Income Strategies LLC
Sound Income Strategies LLC increased its stake in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 70.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
The Boeing Company $BA Shares Purchased by Portside Wealth Group LLC
Portside Wealth Group LLC boosted its stake in The Boeing Company (NYSE:BA – Free Report) by 15.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 22,342 shares of the aircraft... More of this article »
Sound Income Strategies LLC Sells 35,837 Shares of Evergy Inc. $EVRG
Sound Income Strategies LLC decreased its position in Evergy Inc. (NASDAQ:EVRG – Free Report) by 16.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 184,426 shares of the company’s... More of this article »
Portside Wealth Group LLC Boosts Stock Holdings in Tesla, Inc. $TSLA
Portside Wealth Group LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 22,888 shares of the electric vehicle... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Stock Holdings Raised by Portside Wealth Group LLC
Portside Wealth Group LLC boosted its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Sound Income Strategies LLC Increases Holdings in SPDR Portfolio High Yield Bond ETF $SPHY
Sound Income Strategies LLC lifted its position in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 50.6% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Sound Income Strategies LLC Buys New Position in Avista Corporation $AVA
Sound Income Strategies LLC bought a new stake in shares of Avista Corporation (NYSE:AVA – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 183,688 shares of the utilities provider’s... More of this article »
Sound Income Strategies LLC Has $8.86 Million Stock Holdings in Stanley Black & Decker, Inc. $SWK
Sound Income Strategies LLC lifted its holdings in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 13,159.8% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Rathbones Group PLC Grows Stock Holdings in Owens Corning Inc $OC
Rathbones Group PLC increased its stake in shares of Owens Corning Inc (NYSE:OC – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Meta Platforms, Inc. $META Stake Boosted by Nilsine Partners LLC
Nilsine Partners LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 7.8% during the fourth quarter, Holdings Channel reports. The firm owned 17,714 shares of the social networking company’s... More of this article »
Rathbones Group PLC Sells 25,174 Shares of Innodata Inc. $INOD
Rathbones Group PLC trimmed its holdings in shares of Innodata Inc. (NASDAQ:INOD – Free Report) by 17.4% 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 »
Rathbones Group PLC Has $15.40 Million Stock Holdings in iShares MSCI Japan ETF $EWJ
Rathbones Group PLC decreased its holdings in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 3.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 190,723 shares of the... More of this article »
14,715 Shares in Eaton Vance Total Return Bond ETF $EVTR Bought by Leo Wealth LLC
Leo Wealth LLC acquired a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Rathbones Group PLC Has $20.37 Million Stock Position in Verizon Communications Inc. $VZ
Rathbones Group PLC decreased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Rathbones Group PLC Has $4.76 Million Stake in Northern Trust Corporation $NTRS
Rathbones Group PLC lowered its stake in shares of Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 22.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 34,868 shares of... More of this article »
Rathbones Group PLC Sells 99,757 Shares of CSX Corporation $CSX
Rathbones Group PLC cut its stake in CSX Corporation (NASDAQ:CSX – Free Report) by 48.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Golub Capital BDC, Inc. $GBDC Position Lifted by Sound Income Strategies LLC
Sound Income Strategies LLC grew its holdings in shares of Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Sound Income Strategies LLC Decreases Stake in Sound Enhanced Fixed Income ETF $FXED
Sound Income Strategies LLC lessened its stake in Sound Enhanced Fixed Income ETF (NYSEARCA:FXED – Free Report) by 1.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,773,016 shares of... More of this article »
Sound Income Strategies LLC Buys 129,181 Shares of Capital Southwest Corporation $CSWC
Sound Income Strategies LLC lifted its stake in shares of Capital Southwest Corporation (NASDAQ:CSWC – Free Report) by 17.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
CareTrust REIT, Inc. $CTRE Shares Bought by Sound Income Strategies LLC
Sound Income Strategies LLC raised its position in CareTrust REIT, Inc. (NYSE:CTRE – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sound Income Strategies LLC Boosts Stake in Perrigo Company plc $PRGO
Sound Income Strategies LLC raised its holdings in Perrigo Company plc (NYSE:PRGO – Free Report) by 58.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Gaming and Leisure Properties, Inc. $GLPI Shares Bought by Sound Income Strategies LLC
Sound Income Strategies LLC raised its holdings in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 11.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
AT&T Inc. $T Shares Sold by Sound Income Strategies LLC
Sound Income Strategies LLC cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 23.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Sold by Sowell Financial Services LLC
Sowell Financial Services LLC lessened its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 31.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Secure Asset Management LLC Has $374,000 Position in iShares Russell 1000 Growth ETF $IWF
Secure Asset Management LLC lowered its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 81.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 790... More of this article »
Sowell Financial Services LLC Sells 26,038 Shares of abrdn Physical Silver Shares ETF $SIVR
Sowell Financial Services LLC cut its position in shares of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 38.9% in the fourth quarter, HoldingsChannel reports. The firm owned 40,843 shares of the company’s... More of this article »
Leo Wealth LLC Purchases Shares of 2,481 Vanguard Small-Cap ETF $VB
Leo Wealth LLC purchased a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund purchased 2,481 shares of the company’s stock, valued... More of this article »
Leo Wealth LLC Takes Position in Invesco BulletShares 2027 High Yield Corporate Bond ETF $BSJR
Leo Wealth LLC purchased a new stake in shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF (NASDAQ:BSJR – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased... More of this article »
Lineweaver Wealth Advisors LLC Buys 2,343 Shares of Microsoft Corporation $MSFT
Lineweaver Wealth Advisors LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Lawson Kroeker Investment Management Inc. NE Has $9.29 Million Position in Johnson & Johnson $JNJ
Lawson Kroeker Investment Management Inc. NE lowered its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Shares Bought by Savvy Advisors Inc.
Savvy Advisors Inc. raised its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 126.7% in the fourth quarter, HoldingsChannel reports. The fund owned 27,617 shares of the company’s... More of this article »
Savvy Advisors Inc. Increases Stock Holdings in Avantis International Equity ETF $AVDE
Savvy Advisors Inc. increased its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 228.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 13,700 shares of the company’s... More of this article »
Stewardship Concepts Financial Services LLC Acquires New Position in iShares Core S&P 500 ETF $IVV
Stewardship Concepts Financial Services LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 4,576... More of this article »
Eli Lilly and Company $LLY Shares Sold by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 8.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Stratos Wealth Partners LTD. Sells 307,009 Shares of SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Stratos Wealth Partners LTD. decreased its stake in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 72.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 114,109 shares of the company’s... More of this article »