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Vanguard Small-Cap ETF $VB Stake Increased by Peddock Capital Advisors LLC
Peddock Capital Advisors LLC increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.3% during the fourth quarter, HoldingsChannel reports. The fund owned 47,029 shares of the company’s... More of this article »
Republic Services, Inc. $RSG Shares Purchased by Rathbones Group PLC
Rathbones Group PLC boosted its stake in Republic Services, Inc. (NYSE:RSG – Free Report) by 24.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Rathbones Group PLC Sells 29,087 Shares of Applied Materials, Inc. $AMAT
Rathbones Group PLC cut its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 21.8% during the 4th quarter, Holdings Channel reports. The firm owned 104,101 shares of the manufacturing equipment provider’s... More of this article »
Invesco Senior Loan ETF $BKLN Shares Bought by Peddock Capital Advisors LLC
Peddock Capital Advisors LLC grew its stake in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 37.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Paramount Skydance Corporation $PSKY is MTCO Ltd.’s 2nd Largest Position
MTCO Ltd. raised its stake in Paramount Skydance Corporation (NASDAQ:PSKY – Free Report) by 92.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Verisk Analytics, Inc. $VRSK Shares Sold by Rathbones Group PLC
Rathbones Group PLC cut its holdings in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 9.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Rathbones Group PLC Has $34.17 Million Holdings in Otis Worldwide Corporation $OTIS
Rathbones Group PLC lessened its position in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 11.5% in the 4th quarter, Holdings Channel reports. The fund owned 391,191 shares of the company’s stock after selling... More of this article »
Rathbones Group PLC Purchases 87,615 Shares of Procter & Gamble Company (The) $PG
Rathbones Group PLC raised its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Rathbones Group PLC Increases Position in O’Reilly Automotive, Inc. $ORLY
Rathbones Group PLC grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 6.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,604,257 shares of the specialty retailer’s... More of this article »
Rathbones Group PLC Has $83.05 Million Stake in WEC Energy Group, Inc. $WEC
Rathbones Group PLC lifted its stake in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Rathbones Group PLC Raises Stock Holdings in Aptiv PLC $APTV
Rathbones Group PLC boosted its stake in shares of Aptiv PLC (NYSE:APTV – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
The Sherwin-Williams Company $SHW Stock Position Decreased by Rathbones Group PLC
Rathbones Group PLC decreased its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Rathbones Group PLC Increases Stock Position in CME Group Inc. $CME
Rathbones Group PLC increased its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Rathbones Group PLC Increases Position in Abbott Laboratories $ABT
Rathbones Group PLC increased its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Chevron Corporation $CVX Shares Acquired by Quilter Plc
Quilter Plc increased its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Quilter Plc Sells 28,733 Shares of Bank of America Corporation $BAC
Quilter Plc lowered its stake in Bank of America Corporation (NYSE:BAC – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Quilter Plc Has $7.80 Million Stock Holdings in Sprott Physical Gold Trust $PHYS
Quilter Plc trimmed its stake in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 46.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Quilter Plc Has $18.25 Million Stock Holdings in Ferguson plc $FERG
Quilter Plc reduced its holdings in Ferguson plc (NYSE:FERG – Free Report) by 11.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Quilter Plc Sells 11,757 Shares of Alibaba Group Holding Limited $BABA
Quilter Plc decreased its stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 29.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Metropolis Capital Ltd Trims Holdings in State Street Corporation $STT
Metropolis Capital Ltd decreased its stake in shares of State Street Corporation (NYSE:STT – Free Report) by 36.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Metropolis Capital Ltd Has $182.61 Million Stock Position in News Corporation $NWSA
Metropolis Capital Ltd increased its position in shares of News Corporation (NASDAQ:NWSA – Free Report) by 17.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Quilter Plc Has $113.80 Million Position in Ares Management Corporation $ARES
Quilter Plc raised its position in Ares Management Corporation (NYSE:ARES – Free Report) by 5.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 704,069 shares... More of this article »
Dimensional International Core Equity 2 ETF $DFIC Stake Boosted by Signature Resources Capital Management LLC
Signature Resources Capital Management LLC grew its position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 4.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 349,902 shares... More of this article »
Legacy Wealth Management Inc Has $23.33 Million Stock Holdings in Hartford Municipal Opportunities ETF $HMOP
Legacy Wealth Management Inc boosted its stake in Hartford Municipal Opportunities ETF (NYSEARCA:HMOP – Free Report) by 8.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 596,389 shares of the company’s... More of this article »
The Progressive Corporation $PGR Shares Sold by Mezzasalma Advisors LLC
Mezzasalma Advisors LLC decreased its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 84.3% in the 4th quarter, HoldingsChannel reports. The firm owned 1,551 shares of the insurance provider’s stock... More of this article »
Leo Wealth LLC Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Leo Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 256,911 shares of the company’s stock, valued... More of this article »
Leo Wealth LLC Makes New Investment in Invesco BulletShares 2031 High Yield Corporate Bond ETF $BSJV
Leo Wealth LLC purchased a new stake in Invesco BulletShares 2031 High Yield Corporate Bond ETF (NASDAQ:BSJV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sunburst Financial Group LLC Takes Position in iShares 1-3 Year Treasury Bond ETF $SHY
Sunburst Financial Group LLC bought a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 6,717 shares of the company’s stock,... More of this article »
Leo Wealth LLC Purchases Shares of 1,899 ASML Holding N.V. $ASML
Leo Wealth LLC purchased a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 1,899 shares of the semiconductor company’s stock, valued... More of this article »
Vanguard S&P 500 ETF $VOO Stock Holdings Lifted by Trust Co. of Toledo NA OH
Trust Co. of Toledo NA OH grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 57.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 7,230 shares of the... More of this article »
Myriad Asset Management US LP Reduces Stock Position in Micron Technology, Inc. $MU
Myriad Asset Management US LP lessened its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 72.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Boosts Stock Position in Procter & Gamble Company (The) $PG
Town & Country Bank & Trust CO dba First Bankers Trust CO boosted its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 32.9% during the fourth quarter, according to the company in... More of this article »
Palantir Technologies Inc. $PLTR Stock Holdings Lessened by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reduced its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 18.3% in the fourth quarter, according to its most recent filing with the SEC. The fund... More of this article »
Invesco QQQ $QQQ Position Lowered by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC reduced its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 22.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Verizon Communications Inc. $VZ Shares Acquired by World Investment Advisors
World Investment Advisors increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 23.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
LifePlan Financial LLC Has $11.49 Million Stock Position in iShares Gold Trust $IAU
LifePlan Financial LLC trimmed its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 7.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 141,610 shares of the exchange traded fund’s... More of this article »
Nvwm LLC Acquires 31,854 Shares of Merck & Co., Inc. $MRK
Nvwm LLC grew its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2,930.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Independence Bank of Kentucky Sells 1,614 Shares of Micron Technology, Inc. $MU
Independence Bank of Kentucky reduced its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.8% during the 4th quarter, Holdings Channel reports. The fund owned 10,957 shares of the semiconductor manufacturer’s... More of this article »
Whalen Wealth Management Inc. Purchases Shares of 3,434 AbbVie Inc. $ABBV
Whalen Wealth Management Inc. acquired a new position in AbbVie Inc. (NYSE:ABBV – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Trust Co. of Toledo NA OH Acquires New Shares in Qnity Electronics, Inc. $Q
Trust Co. of Toledo NA OH bought a new stake in Qnity Electronics, Inc. (NYSE:Q – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Purchases New Stake in Linde PLC $LIN
Town & Country Bank & Trust CO dba First Bankers Trust CO purchased a new stake in shares of Linde PLC (NASDAQ:LIN – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
4,507 Shares in BWX Technologies, Inc. $BWXT Bought by Tran Capital Management L.P.
Tran Capital Management L.P. bought a new stake in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Tran Capital Management L.P. Takes Position in ARM Holdings PLC Sponsored ADR $ARM
Tran Capital Management L.P. acquired a new position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
532,982 Shares in Redwood Trust, Inc. $RWT Acquired by Tran Capital Management L.P.
Tran Capital Management L.P. acquired a new stake in shares of Redwood Trust, Inc. (NYSE:RWT – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 532,982 shares of the... More of this article »
Westwood Wealth Management Invests $701,000 in Pimco Total Return ETF $BOND
Westwood Wealth Management bought a new stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Tran Capital Management L.P. Sells 4,287 Shares of Expedia Group, Inc. $EXPE
Tran Capital Management L.P. lessened its position in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 8.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,347... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Sells 4,924 Shares of Accenture PLC $ACN
Town & Country Bank & Trust CO dba First Bankers Trust CO reduced its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 59.2% in the 4th quarter, according to its most recent filing with the Securities... More of this article »
Nvwm LLC Acquires 27,371 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Nvwm LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 140.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »