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JPMorgan Chase & Co. Has $14 Million Holdings in AGNC Investment Corp. $AGNC
JPMorgan Chase & Co. raised its position in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 29.4% during the third quarter, Holdings Channel reports. The firm owned 1,429,581 shares of the real estate investment trust’s... More of this article »
JPMorgan Chase & Co. Raises Stake in Installed Building Products, Inc. $IBP
JPMorgan Chase & Co. increased its holdings in Installed Building Products, Inc. (NYSE:IBP – Free Report) by 92.8% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 60,361 shares of... More of this article »
JPMorgan Chase & Co. Lowers Stock Holdings in OceanFirst Financial Corp. $OCFC
JPMorgan Chase & Co. reduced its holdings in OceanFirst Financial Corp. (NASDAQ:OCFC – Free Report) by 5.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
iShares International Dividend Growth ETF $IGRO Stake Lowered by JPMorgan Chase & Co.
JPMorgan Chase & Co. lowered its position in iShares International Dividend Growth ETF (BATS:IGRO – Free Report) by 22.3% during the third quarter, HoldingsChannel.com reports. The firm owned 191,908 shares of the company’s... More of this article »
JPMorgan Chase & Co. Has $15.94 Million Position in Ondas Holdings Inc. $ONDS
JPMorgan Chase & Co. increased its stake in Ondas Holdings Inc. (NASDAQ:ONDS – Free Report) by 3,558,617.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,064,056 shares of the company’s stock after... More of this article »
JPMorgan Chase & Co. Cuts Stock Holdings in Teekay Corporation Ltd. $TK
JPMorgan Chase & Co. reduced its position in Teekay Corporation Ltd. (NYSE:TK – Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
JPMorgan Chase & Co. Boosts Stake in Byline Bancorp, Inc. $BY
JPMorgan Chase & Co. lifted its holdings in Byline Bancorp, Inc. (NYSE:BY – Free Report) by 31.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 588,359 shares of the company’s stock after purchasing... More of this article »
Dakota Wealth Management Acquires 133,184 Shares of iShares National Muni Bond ETF $MUB
Dakota Wealth Management lifted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 109.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Dakota Wealth Management Purchases 4,581 Shares of Amgen Inc. $AMGN
Dakota Wealth Management increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dakota Wealth Management Purchases 83,011 Shares of Cisco Systems, Inc. $CSCO
Dakota Wealth Management grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 18.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Biogen Inc. $BIIB Shares Bought by Dakota Wealth Management
Dakota Wealth Management boosted its holdings in shares of Biogen Inc. (NASDAQ:BIIB – Free Report) by 429.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 45,897 shares of the biotechnology company’s... More of this article »
Dakota Wealth Management Has $14.97 Million Stake in Cboe Global Markets, Inc. $CBOE
Dakota Wealth Management grew its stake in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 19.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 59,641 shares of the... More of this article »
Blackstone Inc. $BX Shares Acquired by Dakota Wealth Management
Dakota Wealth Management increased its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CoreCap Advisors LLC Purchases 5,593 Shares of Vanguard High Dividend Yield ETF $VYM
CoreCap Advisors LLC increased its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 62,820 shares... More of this article »
Cherrydale Wealth Management LLC Decreases Stock Position in Dimensional U.S. Core Equity 2 ETF $DFAC
Cherrydale Wealth Management LLC lowered its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,131,138 shares... More of this article »
CoreCap Advisors LLC Sells 5,725 Shares of Invesco NASDAQ 100 ETF $QQQM
CoreCap Advisors LLC lowered its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 8.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 63,912 shares of the company’s stock after selling... More of this article »
CoreCap Advisors LLC Boosts Stock Position in iShares TIPS Bond ETF $TIP
CoreCap Advisors LLC increased its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 24.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 50,056 shares of the... More of this article »
CoreCap Advisors LLC Cuts Stock Position in SPDR Portfolio S&P 500 Growth ETF $SPYG
CoreCap Advisors LLC decreased its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 3.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
CoreCap Advisors LLC Grows Stock Holdings in Cardinal Health, Inc. $CAH
CoreCap Advisors LLC boosted its stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 16.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Fort Washington Investment Advisors Inc. OH Has $35.03 Million Holdings in T. Rowe Price Group, Inc. $TROW
Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 19.5% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
CPA Asset Management Group LLC Purchases Shares of 10,128 Invesco S&P International Developed Momentum ETF $IDMO
CPA Asset Management Group LLC acquired a new position in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Fort Washington Investment Advisors Inc. OH Grows Stock Holdings in Stanley Black & Decker, Inc. $SWK
Fort Washington Investment Advisors Inc. OH lifted its stake in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,562,904 shares of the... More of this article »
Fort Washington Investment Advisors Inc. OH Has $250.49 Million Position in The Charles Schwab Corporation $SCHW
Fort Washington Investment Advisors Inc. OH grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 0.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,507,197... More of this article »
Dimensional Emerging Core Equity Market ETF $DFAE Holdings Lifted by CPA Asset Management Group LLC
CPA Asset Management Group LLC boosted its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 670,917 shares of the company’s... More of this article »
Micron Technology, Inc. $MU Position Raised by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 58.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 7,004 shares of... More of this article »
NerdWallet Wealth Partners LLC Has $24.45 Million Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
NerdWallet Wealth Partners LLC raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 392,153 shares of the company’s... More of this article »
Roberts Wealth Advisors LLC Decreases Holdings in Vanguard Ultra-Short Bond ETF $VUSB
Roberts Wealth Advisors LLC decreased its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 42.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Gibson Wealth Advisors LLC Raises Holdings in Vanguard Total Stock Market ETF $VTI
Gibson Wealth Advisors LLC lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 136,286 shares... More of this article »
Central Valley Advisors LLC Buys 14,587 Shares of Netflix, Inc. $NFLX
Central Valley Advisors LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,015.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
World Investment Advisors Buys 15,280 Shares of Alphabet Inc. $GOOG
World Investment Advisors grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
World Equity Group Inc. Sells 59,228 Shares of iShares MSCI EAFE Value ETF $EFV
World Equity Group Inc. decreased its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 79.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
National Wealth Management Group LLC Sells 5,546 Shares of Lam Research Corporation $LRCX
National Wealth Management Group LLC lowered its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 27.6% in the 4th quarter, Holdings Channel reports. The firm owned 14,545 shares of the semiconductor company’s... More of this article »
Schwab International Equity ETF $SCHF is Roberts Wealth Advisors LLC’s 8th Largest Position
Roberts Wealth Advisors LLC raised its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Signal Advisors Wealth LLC Purchases 2,808 Shares of iShares S&P 500 Value ETF $IVE
Signal Advisors Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 31.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Paragon Advisors LLC Trims Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Paragon Advisors LLC reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Paragon Advisors LLC Has $4.28 Million Holdings in CrowdStrike $CRWD
Paragon Advisors LLC raised its holdings in CrowdStrike (NASDAQ:CRWD – Free Report) by 22.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by Heritage Family Offices LLP
Heritage Family Offices LLP boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 10,221 shares of the company’s... More of this article »
Motorola Solutions, Inc. $MSI Holdings Boosted by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC grew its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 32.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
World Equity Group Inc. Makes New $632,000 Investment in FT Vest U.S. Equity Buffer ETF – October $FOCT
World Equity Group Inc. bought a new position in FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vanguard Mid-Cap Growth ETF $VOT Shares Sold by World Equity Group Inc.
World Equity Group Inc. trimmed its position in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 54.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Peak Financial Advisors LLC Invests $715,000 in Monolithic Power Systems, Inc. $MPWR
Peak Financial Advisors LLC bought a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 789 shares of the semiconductor company’s... More of this article »
72,950 Shares in Core Scientific, Inc. $CORZ Purchased by Silverleafe Capital Partners LLC
Silverleafe Capital Partners LLC acquired a new stake in Core Scientific, Inc. (NASDAQ:CORZ – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Verizon Communications Inc. $VZ Stake Lifted by Rempart Asset Management Inc.
Rempart Asset Management Inc. lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 3.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 356,060 shares of the cell phone... More of this article »
Howmet Aerospace Inc. $HWM Shares Purchased by Silverleafe Capital Partners LLC
Silverleafe Capital Partners LLC raised its stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 339.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Robinson Value Management Ltd. Trims Stock Position in abrdn Physical Silver Shares ETF $SIVR
Robinson Value Management Ltd. trimmed its holdings in abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 31.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Wealth Enhancement Advisory Services LLC Sells 214,042 Shares of VictoryShares Short-Term Bond ETF $USTB
Wealth Enhancement Advisory Services LLC decreased its position in VictoryShares Short-Term Bond ETF (NASDAQ:USTB – Free Report) by 42.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Roberts Wealth Advisors LLC Takes Position in Southern Company (The) $SO
Roberts Wealth Advisors LLC purchased a new stake in shares of Southern Company (The) (NYSE:SO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 8,632... More of this article »
Wedmont Private Capital Makes New Investment in Sandisk Corporation $SNDK
Wedmont Private Capital bought a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »