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AT&T Inc. $T Position Increased by Generali Investments CEE investicni spolecnost a.s.
Generali Investments CEE investicni spolecnost a.s. boosted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 41.7% in the fourth quarter, HoldingsChannel reports. The firm owned 188,292 shares of the technology... More of this article »
Generali Investments CEE investicni spolecnost a.s. Reduces Stake in Toyota Motor Corporation $TM
Generali Investments CEE investicni spolecnost a.s. lowered its stake in Toyota Motor Corporation (NYSE:TM – Free Report) by 23.1% in the 4th quarter, Holdings Channel reports. The firm owned 25,639 shares of the company’s... More of this article »
Gen Digital Inc. $GEN Stake Raised by Generali Investments CEE investicni spolecnost a.s.
Generali Investments CEE investicni spolecnost a.s. boosted its holdings in shares of Gen Digital Inc. (NASDAQ:GEN – Free Report) by 20.3% in the fourth quarter, HoldingsChannel reports. The fund owned 229,278 shares of the... More of this article »
Exchange Traded Concepts LLC Purchases 101,072 Shares of iShares Morningstar Small-Cap Value ETF $ISCV
Exchange Traded Concepts LLC lifted its position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV – Free Report) by 12.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
PayPal Holdings, Inc. $PYPL Shares Purchased by Generali Investments CEE investicni spolecnost a.s.
Generali Investments CEE investicni spolecnost a.s. boosted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 26.0% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Exchange Traded Concepts LLC Purchases 333,294 Shares of SPDR Portfolio High Yield Bond ETF $SPHY
Exchange Traded Concepts LLC increased its position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 24.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Synergy Asset Management LLC Purchases Shares of 51,191 Netflix, Inc. $NFLX
Synergy Asset Management LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 51,191 shares of the Internet television... More of this article »
Guerra Pan Advisors LLC Raises Position in ServiceNow, Inc. $NOW
Guerra Pan Advisors LLC grew its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 397.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,170 shares... More of this article »
Global X Japan Co. Ltd. Has $5.22 Million Stock Holdings in Salesforce Inc. $CRM
Global X Japan Co. Ltd. grew its position in Salesforce Inc. (NYSE:CRM – Free Report) by 273.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Synergy Asset Management LLC Sells 12,155 Shares of Vanguard Growth ETF $VUG
Synergy Asset Management LLC cut its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 72.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Stablepoint Partners LLC Has $1.19 Million Stake in ServiceNow, Inc. $NOW
Stablepoint Partners LLC raised its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 408.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,778 shares of the... More of this article »
SPDR Gold Shares $GLD Shares Sold by Sharkey Howes & Javer
Sharkey Howes & Javer cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 30.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Synergy Asset Management LLC Reduces Holdings in Vanguard Dividend Appreciation ETF $VIG
Synergy Asset Management LLC cut its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 66.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 3,663 shares of the company’s stock... More of this article »
Westwood Wealth Management Acquires New Position in AbbVie Inc. $ABBV
Westwood Wealth Management acquired a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Waller Financial Planning Group Inc. Cuts Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Waller Financial Planning Group Inc. lessened its stake in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 72.0% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Value Holdings Management CO. LLC Lowers Holdings in Fidelity National Information Services, Inc. $FIS
Value Holdings Management CO. LLC reduced its stake in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 21.9% during the 4th quarter, HoldingsChannel reports. The fund owned 128,800 shares of... More of this article »
West Financial Advisors LLC Sells 1,021 Shares of Invesco QQQ $QQQ
West Financial Advisors LLC lowered its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 9,021 shares of the exchange... More of this article »
Westwood Wealth Management Sells 69,558 Shares of Alphabet Inc. $GOOGL
Westwood Wealth Management decreased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 98.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,346 shares of... More of this article »
5,180 Shares in Vanguard Small-Cap ETF $VB Acquired by Westwood Wealth Management
Westwood Wealth Management bought a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 5,180 shares of the... More of this article »
Waller Financial Planning Group Inc. Has $37.69 Million Holdings in SPDR Portfolio S&P 500 Growth ETF $SPYG
Waller Financial Planning Group Inc. raised its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 246.2% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Palantir Technologies Inc. $PLTR Stock Holdings Boosted by Global X Japan Co. Ltd.
Global X Japan Co. Ltd. raised its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 37.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Matrix Trust Co Sells 6,596 Shares of Vanguard Total World Stock ETF $VT
Matrix Trust Co trimmed its position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 72.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,484 shares of the exchange traded fund’s... More of this article »
Schwab U.S. TIPS ETF $SCHP Shares Sold by Matrix Trust Co
Matrix Trust Co trimmed its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Mather Group LLC. Sells 4,727 Shares of Vanguard Total World Stock ETF $VT
Mather Group LLC. lessened its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 2.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 206,277 shares of the exchange traded... More of this article »
Eli Lilly and Company $LLY Shares Sold by Viking Fund Management LLC
Viking Fund Management LLC lowered its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 24.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 8,300 shares of the company’s stock... More of this article »
Wealth Enhancement Advisory Services LLC Buys 13,691 Shares of Citizens Financial Group, Inc. $CFG
Wealth Enhancement Advisory Services LLC grew its stake in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 6.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Kathmere Capital Management LLC Sells 10,295 Shares of Verizon Communications Inc. $VZ
Kathmere Capital Management LLC lessened its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 11.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Global X Japan Co. Ltd. Lowers Position in Oracle Corporation $ORCL
Global X Japan Co. Ltd. trimmed its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 39.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Trust Point Inc. Sells 9,987 Shares of Vanguard Large-Cap ETF $VV
Trust Point Inc. lowered its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 4.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Westwood Wealth Management Takes $3.54 Million Position in T. Rowe Price Growth Stock ETF $TGRW
Westwood Wealth Management purchased a new position in shares of T. Rowe Price Growth Stock ETF (NYSEARCA:TGRW – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Value Holdings Management CO. LLC Acquires 13,000 Shares of Devon Energy Corporation $DVN
Value Holdings Management CO. LLC increased its holdings in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 9.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 145,500... More of this article »
Global X Japan Co. Ltd. Raises Stock Holdings in Analog Devices, Inc. $ADI
Global X Japan Co. Ltd. grew its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 88.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cisco Systems, Inc. $CSCO Shares Purchased by Global X Japan Co. Ltd.
Global X Japan Co. Ltd. raised its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 304.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Waller Financial Planning Group Inc. Trims Stake in SPDR S&P 600 Small Cap Value ETF $SLYV
Waller Financial Planning Group Inc. lowered its position in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 53.3% during the 4th quarter, HoldingsChannel reports. The firm owned 28,375 shares of the company’s... More of this article »
Value Holdings Management CO. LLC Sells 19,000 Shares of Primoris Services Corporation $PRIM
Value Holdings Management CO. LLC lessened its stake in Primoris Services Corporation (NYSE:PRIM – Free Report) by 4.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 429,675 shares of... More of this article »
Well Done LLC Sells 19,283 Shares of Innovator Equity Managed Floor ETF $SFLR
Well Done LLC lessened its holdings in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 60.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 12,674 shares of the... More of this article »
Westwood Wealth Management Takes $5.23 Million Position in Invesco S&P 500 Quality ETF $SPHQ
Westwood Wealth Management bought a new stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 69,732 shares of the company’s stock,... More of this article »
iShares MSCI EAFE Growth ETF $EFG Shares Acquired by Waller Financial Planning Group Inc.
Waller Financial Planning Group Inc. lifted its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 282.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 199,115 shares of... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Position Decreased by West Financial Advisors LLC
West Financial Advisors LLC trimmed its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Westwood Wealth Management Buys Shares of 41,925 Vanguard Short-Term Treasury ETF $VGSH
Westwood Wealth Management purchased a new position in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Well Done LLC Increases Stake in iShares Gold Trust $IAU
Well Done LLC raised its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 165,718 shares of the exchange traded fund’s stock after... More of this article »
iShares U.S. Insurance ETF $IAK Shares Purchased by Well Done LLC
Well Done LLC grew its stake in shares of iShares U.S. Insurance ETF (NYSEARCA:IAK – Free Report) by 15.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 52,458 shares of the company’s... More of this article »
iShares S&P 500 Value ETF $IVE Shares Bought by Sharkey Howes & Javer
Sharkey Howes & Javer raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 43.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Sharkey Howes & Javer Has $3.83 Million Holdings in Avantis Emerging Markets Equity ETF $AVEM
Sharkey Howes & Javer increased its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 79.8% in the fourth quarter, HoldingsChannel reports. The firm owned 49,767 shares of the company’s... More of this article »
Global X Japan Co. Ltd. Purchases 75,595 Shares of AbbVie Inc. $ABBV
Global X Japan Co. Ltd. lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 294.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 101,259 shares of the company’s... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT Shares Acquired by Sharkey Howes & Javer
Sharkey Howes & Javer increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 30.1% during the fourth quarter, HoldingsChannel reports. The firm owned 234,820 shares of the exchange traded... More of this article »
Mather Group LLC. Acquires 10,839 Shares of Target Corporation $TGT
Mather Group LLC. raised its holdings in shares of Target Corporation (NYSE:TGT – Free Report) by 7.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Alphabet Inc. $GOOGL Shares Sold by Ulland Investment Advisors LLC
Ulland Investment Advisors LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 32.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 13,151 shares of the... More of this article »