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SG Americas Securities LLC Acquires 113,909 Shares of Amgen Inc. $AMGN
SG Americas Securities LLC lifted its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 40.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Aptus International Enhanced Yield ETF $IDUB is Park Place Capital Corp’s 2nd Largest Position
Park Place Capital Corp grew its stake in shares of Aptus International Enhanced Yield ETF (BATS:IDUB – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
SG Americas Securities LLC Increases Stake in Wix.com Ltd. $WIX
SG Americas Securities LLC lifted its stake in shares of Wix.com Ltd. (NASDAQ:WIX – Free Report) by 139.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Ternium S.A. $TX Shares Sold by Oldfield Partners LLP
Oldfield Partners LLP lessened its stake in Ternium S.A. (NYSE:TX – Free Report) by 58.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 23,495 shares of the basic materials company’s... More of this article »SG Americas Securities LLC Sells 678,646 Shares of NXP Semiconductors N.V. $NXPI
SG Americas Securities LLC lowered its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 57.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Keb Asset Management LLC Has $42.85 Million Position in Dimensional International Value ETF $DFIV
Keb Asset Management LLC lifted its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
1,537 Shares in FedEx Corporation $FDX Purchased by Murphy Middleton Hinkle & Parker Inc.
Murphy Middleton Hinkle & Parker Inc. bought a new stake in FedEx Corporation (NYSE:FDX – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 1,537 shares of the shipping... More of this article »
Murphy Middleton Hinkle & Parker Inc. Purchases New Holdings in The Goldman Sachs Group, Inc. $GS
Murphy Middleton Hinkle & Parker Inc. purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Seafarer Capital Partners LLC Purchases 317,742 Shares of Itau Unibanco Holding S.A. $ITUB
Seafarer Capital Partners LLC boosted its holdings in Itau Unibanco Holding S.A. (NYSE:ITUB – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Murphy Middleton Hinkle & Parker Inc. Makes New $668,000 Investment in Invesco Water Resources ETF $PHO
Murphy Middleton Hinkle & Parker Inc. purchased a new position in shares of Invesco Water Resources ETF (NASDAQ:PHO – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Sunflower Bank N.A. Trims Holdings in JPMorgan Ultra-Short Municipal ETF $JMST
Sunflower Bank N.A. reduced its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 88.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Scott & Selber Inc. Sells 1,569 Shares of Micron Technology, Inc. $MU
Scott & Selber Inc. trimmed its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
First Heartland Consultants Inc. Purchases 5,492 Shares of iShares S&P 500 Value ETF $IVE
First Heartland Consultants Inc. boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Silverlake Wealth Management LLC Increases Position in iShares Core S&P Small-Cap ETF $IJR
Silverlake Wealth Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 38.0% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
First Heartland Consultants Inc. Purchases 10,142 Shares of PGIM Ultra Short Bond ETF $PULS
First Heartland Consultants Inc. lifted its position in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 46.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 32,193 shares... More of this article »
20,357 Shares in McCormick & Company, Incorporated $MKC Purchased by Scott & Selber Inc.
Scott & Selber Inc. acquired a new position in McCormick & Company, Incorporated (NYSE:MKC – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
RVW Wealth LLC Has $28.83 Million Holdings in Dimensional Emerging Core Equity Market ETF $DFAE
RVW Wealth LLC lessened its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 2.2% in the fourth quarter, HoldingsChannel reports. The firm owned 885,206 shares of the company’s stock... More of this article »
Dan IVES Wedbush AI Revolution ETF $IVES Shares Purchased by First Heartland Consultants Inc.
First Heartland Consultants Inc. increased its stake in shares of Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES – Free Report) by 63.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
First Heartland Consultants Inc. Has $2.18 Million Stock Holdings in Schwab U.S. TIPS ETF $SCHP
First Heartland Consultants Inc. raised its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 75.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 82,390 shares of the company’s... More of this article »
First Heartland Consultants Inc. Sells 26,803 Shares of Freedom 100 Emerging Markets ETF $FRDM
First Heartland Consultants Inc. decreased its holdings in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
SPDR Portfolio Long Term Treasury ETF $SPTL Shares Bought by Silverlake Wealth Management LLC
Silverlake Wealth Management LLC raised its position in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 92.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Rialto Wealth Management LLC Has $18.26 Million Stock Position in Vanguard Mortgage-Backed Securities ETF $VMBS
Rialto Wealth Management LLC raised its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 57.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 387,799 shares of... More of this article »
1,113,152 Shares in iShares iBonds Dec 2030 Term Corporate ETF $IBDV Bought by RVW Wealth LLC
RVW Wealth LLC bought a new stake in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 1,113,152 shares of the company’s... More of this article »
Rialto Wealth Management LLC Sells 34,059 Shares of Vanguard Total Bond Market ETF $BND
Rialto Wealth Management LLC reduced its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 72.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
GE Vernova Inc. $GEV Shares Purchased by RVW Wealth LLC
RVW Wealth LLC boosted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 184.9% in the fourth quarter, Holdings Channel reports. The fund owned 2,336 shares of the company’s stock after buying an additional 1,516... More of this article »
SPDR Portfolio High Yield Bond ETF $SPHY Shares Bought by Rialto Wealth Management LLC
Rialto Wealth Management LLC lifted its position in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 24.8% in the 4th quarter, Holdings Channel reports. The fund owned 159,432 shares of the company’s... More of this article »Pensionfund PDN Makes New Investment in Broadstone Net Lease, Inc. $BNL
Pensionfund PDN bought a new stake in Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
M & L Capital Management Ltd Takes Position in TKO Group Holdings, Inc. $TKO
M & L Capital Management Ltd bought a new position in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Pensionfund PDN Makes New Investment in Americold Realty Trust Inc. $COLD
Pensionfund PDN acquired a new stake in shares of Americold Realty Trust Inc. (NYSE:COLD – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Salem Investment Counselors Inc. Has $14.47 Million Stock Holdings in GE HealthCare Technologies Inc. $GEHC
Salem Investment Counselors Inc. increased its holdings in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Pensionfund PDN Buys Shares of 46,300 Omega Healthcare Investors, Inc. $OHI
Pensionfund PDN acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Pensionfund PDN Purchases Shares of 29,500 LTC Properties, Inc. $LTC
Pensionfund PDN purchased a new position in LTC Properties, Inc. (NYSE:LTC – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
58,500 Shares in iShares Global Clean Energy ETF $ICLN Bought by M & L Capital Management Ltd
M & L Capital Management Ltd purchased a new stake in shares of iShares Global Clean Energy ETF (NASDAQ:ICLN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Pensionfund PDN Makes New $778,000 Investment in Independence Realty Trust, Inc. $IRT
Pensionfund PDN purchased a new stake in Independence Realty Trust, Inc. (NYSE:IRT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Salem Investment Counselors Inc. Reduces Stock Holdings in Petroleo Brasileiro S.A.- Petrobras $PBR
Salem Investment Counselors Inc. lowered its stake in shares of Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Salem Investment Counselors Inc. Has $4.06 Million Holdings in Carter’s, Inc. $CRI
Salem Investment Counselors Inc. grew its stake in shares of Carter’s, Inc. (NYSE:CRI – Free Report) by 37.1% in the 4th quarter, HoldingsChannel reports. The fund owned 125,115 shares of the textile maker’s stock... More of this article »
Pensionfund PDN Acquires Shares of 20,120 AvalonBay Communities, Inc. $AVB
Pensionfund PDN bought a new stake in AvalonBay Communities, Inc. (NYSE:AVB – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 20,120... More of this article »Legacy Wealth Asset Management LLC Has $2.78 Million Holdings in ASE Technology Holding Co., Ltd. $ASX
Legacy Wealth Asset Management LLC lowered its stake in ASE Technology Holding Co., Ltd. (NYSE:ASX – Free Report) by 31.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 172,413 shares of the semiconductor company’s... More of this article »
Columbia Research Enhanced Core ETF $RECS Shares Purchased by KWB Wealth
KWB Wealth boosted its position in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 48.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
KWB Wealth Purchases 23,445 Shares of SPDR SSgA Multi-Asset Real Return ETF $RLY
KWB Wealth grew its position in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 44.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
21,818 Shares in Capital Group International Core Equity ETF $CGIC Acquired by KWB Wealth
KWB Wealth purchased a new position in Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 21,818 shares of the company’s stock,... More of this article »
KWB Wealth Sells 507,217 Shares of Invesco Total Return Bond ETF $GTO
KWB Wealth cut its position in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 66.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
KWB Wealth Reduces Holdings in SPDR Portfolio Emerging Markets ETF $SPEM
KWB Wealth reduced its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 43.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
KWB Wealth Acquires 60,346 Shares of Capital Group International Equity ETF $CGIE
KWB Wealth grew its stake in Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) by 38.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
50,000 Shares in Apple Hospitality REIT, Inc. $APLE Bought by Pensionfund PDN
Pensionfund PDN purchased a new position in shares of Apple Hospitality REIT, Inc. (NYSE:APLE – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
KWB Wealth Lowers Stake in Simplify Managed Futures Strategy ETF $CTA
KWB Wealth reduced its stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 89.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 11,079 shares of the... More of this article »Fidelity Total Bond ETF $FBND is Harbor Group Inc.’s 4th Largest Position
Harbor Group Inc. raised its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,031,304 shares of the company’s stock... More of this article »
JGP Wealth Management LLC Raises Stock Holdings in iShares Core 1-5 Year USD Bond ETF $ISTB
JGP Wealth Management LLC raised its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 8.9% in the fourth quarter, Holdings Channel reports. The firm owned 142,905 shares of the company’s stock... More of this article »
