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Sharkey Howes & Javer Purchases 42,262 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Sharkey Howes & Javer increased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 52.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 122,182... More of this article »
Matrix Trust Co Reduces Holdings in SPDR SSgA Multi-Asset Real Return ETF $RLY
Matrix Trust Co lowered its stake in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 77.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
NVIDIA Corporation $NVDA is Grove Bank & Trust’s 8th Largest Position
Grove Bank & Trust grew its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 114,762 shares of the computer hardware maker’s... More of this article »
Riverbridge Partners LLC Increases Stake in Cintas Corporation $CTAS
Riverbridge Partners LLC raised its position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 10.1% in the fourth quarter, Holdings Channel reports. The firm owned 212,721 shares of the business services provider’s... More of this article »
Riverbridge Partners LLC Cuts Position in Medpace Holdings, Inc. $MEDP
Riverbridge Partners LLC lowered its position in Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 25.2% during the 4th quarter, HoldingsChannel reports. The fund owned 272,969 shares of the company’s stock after selling... More of this article »
The Home Depot, Inc. $HD Shares Bought by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC lifted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 64.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Mather Group LLC. Has $326.38 Million Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI
Mather Group LLC. raised its position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 5.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,316,901... More of this article »
Lockheed Martin Corporation $LMT Shares Purchased by Granite Group Advisors LLC
Granite Group Advisors LLC boosted its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 51.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,840 shares of the aerospace... More of this article »
Mather Group LLC. Acquires 50,260 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Mather Group LLC. lifted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 5.6% 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 »
FS KKR Capital Corp. $FSK Shares Sold by Sage Advisors LLC
Sage Advisors LLC lowered its stake in shares of FS KKR Capital Corp. (NYSE:FSK – Free Report) by 48.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Geremia Financial Services LLC Acquires New Stake in The Goldman Sachs Group, Inc. $GS
Geremia Financial Services LLC acquired a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 15,059 shares of the investment... More of this article »
Synergy Asset Management LLC Makes New $627,000 Investment in Global X Copper Miners ETF $COPX
Synergy Asset Management LLC bought a new position in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 8,734 shares of the... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Holdings Decreased by Synergy Asset Management LLC
Synergy Asset Management LLC lowered its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 69.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Synergy Asset Management LLC Sells 12,022 Shares of L3Harris Technologies Inc $LHX
Synergy Asset Management LLC lessened its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 78.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 3,322 shares of the company’s... More of this article »
Synergy Asset Management LLC Invests $2.48 Million in iShares Russell 2000 Value ETF $IWN
Synergy Asset Management LLC purchased a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
LongView Wealth Management Increases Position in Capital Group Growth ETF $CGGR
LongView Wealth Management raised its stake in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 8.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 258,682 shares... More of this article »
Cencora, Inc. $COR Shares Sold by Synergy Asset Management LLC
Synergy Asset Management LLC cut its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 49.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Synergy Asset Management LLC Sells 6,498 Shares of Caterpillar Inc. $CAT
Synergy Asset Management LLC lowered its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 68.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,993 shares of the industrial... More of this article »
Synergy Asset Management LLC Sells 13,057 Shares of Baker Hughes Company $BKR
Synergy Asset Management LLC trimmed its holdings in Baker Hughes Company (NASDAQ:BKR – Free Report) by 33.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 26,351 shares of the company’s stock after... More of this article »
Synergy Asset Management LLC Makes New Investment in Calix, Inc $CALX
Synergy Asset Management LLC purchased a new stake in shares of Calix, Inc (NYSE:CALX – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Synergy Asset Management LLC Has $3.02 Million Stock Position in Clearway Energy, Inc. $CWEN
Synergy Asset Management LLC lessened its holdings in Clearway Energy, Inc. (NYSE:CWEN – Free Report) by 60.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 90,647... More of this article »
Synergy Asset Management LLC Sells 222,726 Shares of Medtronic PLC $MDT
Synergy Asset Management LLC decreased its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 86.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 35,072 shares of the medical... More of this article »
11,602 Shares in Invesco S&P International Developed Momentum ETF $IDMO Bought by LongView Wealth Management
LongView Wealth Management purchased a new position in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Quadratic Capital Management LLC Increases Stake in Schwab U.S. TIPS ETF $SCHP
Quadratic Capital Management LLC boosted its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 23.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Signal Advisors Wealth LLC Buys 10,348 Shares of Verizon Communications Inc. $VZ
Signal Advisors Wealth LLC grew its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 44.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Norden Group LLC Trims Holdings in ConocoPhillips $COP
Norden Group LLC lowered its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 18.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Sendero Wealth Management LLC Buys 18,158 Shares of Vanguard Total International Stock ETF $VXUS
Sendero Wealth Management LLC raised its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 183.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 28,071... More of this article »
LongView Wealth Management Boosts Holdings in Capital Group Dividend Value ETF $CGDV
LongView Wealth Management increased its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 20.5% in the fourth quarter, HoldingsChannel reports. The firm owned 238,391 shares of the company’s... More of this article »
Kelly Financial Services LLC Sells 161,017 Shares of Invesco 0-5 Yr US TIPS ETF $PBTP
Kelly Financial Services LLC decreased its holdings in shares of Invesco 0-5 Yr US TIPS ETF (BATS:PBTP – Free Report) by 81.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 35,538 shares of the company’s... More of this article »
LongView Wealth Management Raises Stake in Capital Group Global Equity ETF $CGGE
LongView Wealth Management boosted its holdings in Capital Group Global Equity ETF (NYSEARCA:CGGE – Free Report) by 20.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 121,730 shares of the... More of this article »
iShares S&P 500 Value ETF $IVE is Kelly Financial Services LLC’s 3rd Largest Position
Kelly Financial Services LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 40.3% during the fourth quarter, HoldingsChannel reports. The firm owned 128,896 shares of the company’s... More of this article »
John W. Brooker & Co. CPAs Makes New $545,000 Investment in Vanguard Small-Cap ETF $VB
John W. Brooker & Co. CPAs acquired a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 2,114 shares of the company’s stock, valued... More of this article »
Schwab US Dividend Equity ETF $SCHD Holdings Raised by Stonehearth Capital Management LLC
Stonehearth Capital Management LLC raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Kelly Financial Services LLC Decreases Stock Holdings in iShares 10-20 Year Treasury Bond ETF $TLH
Kelly Financial Services LLC reduced its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 35.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 126,944... More of this article »
Parsons Capital Management Inc. RI Has $3.90 Million Stock Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Parsons Capital Management Inc. RI lifted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 32.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 46,504 shares... More of this article »
Parsons Capital Management Inc. RI Purchases 82,168 Shares of Invesco Variable Rate Investment Grade ETF $VRIG
Parsons Capital Management Inc. RI boosted its holdings in shares of Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG – Free Report) by 26.1% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
SMI Advisory Services LLC Sells 35,605 Shares of iShares Russell 1000 Growth ETF $IWF
SMI Advisory Services LLC trimmed its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 93.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
SMI Advisory Services LLC Reduces Stock Position in Sprott Physical Gold Trust $PHYS
SMI Advisory Services LLC trimmed its position in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Riverbridge Partners LLC Trims Stock Holdings in Danaher Corporation $DHR
Riverbridge Partners LLC reduced its position in Danaher Corporation (NYSE:DHR – Free Report) by 3.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 240,606 shares of the conglomerate’s stock after selling... More of this article »
Moulton Wealth Management Inc. Buys New Holdings in iShares Semiconductor ETF $SOXX
Moulton Wealth Management Inc. purchased a new position in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Riverbridge Partners LLC Sells 34,645 Shares of Guidewire Software, Inc. $GWRE
Riverbridge Partners LLC trimmed its position in shares of Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 12.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 248,875 shares... More of this article »
John Hancock Income Securities Trust $JHS Holdings Lifted by Riverbridge Partners LLC
Riverbridge Partners LLC raised its position in John Hancock Income Securities Trust (NYSE:JHS – Free Report) by 158.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 193,055 shares of the financial services... More of this article »
Stableford Capital II LLC Makes New $1.86 Million Investment in Vanguard Russell 1000 Value ETF $VONV
Stableford Capital II LLC purchased a new position in Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
SPS Commerce, Inc. $SPSC Holdings Increased by Riverbridge Partners LLC
Riverbridge Partners LLC increased its stake in SPS Commerce, Inc. (NASDAQ:SPSC – Free Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Riverbridge Partners LLC Decreases Stake in GoDaddy Inc. $GDDY
Riverbridge Partners LLC lessened its holdings in shares of GoDaddy Inc. (NYSE:GDDY – Free Report) by 21.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
277,049 Shares in Loar Holdings Inc. $LOAR Acquired by Riverbridge Partners LLC
Riverbridge Partners LLC acquired a new position in shares of Loar Holdings Inc. (NYSE:LOAR – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 277,049 shares of the company’s... More of this article »
Riverbridge Partners LLC Sells 19,518 Shares of Power Integrations, Inc. $POWI
Riverbridge Partners LLC decreased its holdings in shares of Power Integrations, Inc. (NASDAQ:POWI – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Riverbridge Partners LLC Reduces Stock Position in Jack Henry & Associates, Inc. $JKHY
Riverbridge Partners LLC trimmed its holdings in Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 18.3% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »