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Realta Investment Advisors Invests $969,000 in S&P Global Inc. $SPGI
Realta Investment Advisors acquired a new position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Stewardship Concepts Financial Services LLC Purchases New Position in Schwab US Large-Cap ETF $SCHX
Stewardship Concepts Financial Services LLC purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Stewardship Concepts Financial Services LLC Invests $2.42 Million in Dimensional U.S. Small Cap ETF $DFAS
Stewardship Concepts Financial Services LLC purchased a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Chipotle Mexican Grill, Inc. $CMG Shares Sold by Tritonpoint Wealth LLC
Tritonpoint Wealth LLC decreased its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 66.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 19,013... More of this article »
Tritonpoint Wealth LLC Sells 12,424 Shares of Salesforce Inc. $CRM
Tritonpoint Wealth LLC lessened its position in Salesforce Inc. (NYSE:CRM – Free Report) by 89.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Joule Financial LLC Acquires Shares of 8,172 Medtronic PLC $MDT
Joule Financial LLC acquired a new stake in shares of Medtronic PLC (NYSE:MDT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Myriad Asset Management US LP Trims Position in Uber Technologies, Inc. $UBER
Myriad Asset Management US LP trimmed its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 72.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Zevenbergen Capital Investments LLC Sells 55,314 Shares of Meta Platforms, Inc. $META
Zevenbergen Capital Investments LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Westwood Wealth Management Makes New $8.89 Million Investment in Dimensional International Core Equity Market ETF $DFAI
Westwood Wealth Management purchased a new stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund purchased 233,188 shares of the company’s... More of this article »
NVIDIA Corporation $NVDA Holdings Cut by Wincap Financial LLC
Wincap Financial LLC trimmed its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
New Capital Management LP Trims Stock Holdings in iShares Treasury Floating Rate Bond ETF $TFLO
New Capital Management LP lessened its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 37.5% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Nvwm LLC Purchases 15,235 Shares of Prologis, Inc. $PLD
Nvwm LLC lifted its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 6,069.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Wealth Enhancement Advisory Services LLC Reduces Position in Concentrix Corporation $CNXC
Wealth Enhancement Advisory Services LLC trimmed its position in Concentrix Corporation (NASDAQ:CNXC – Free Report) by 46.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 33,080 shares of the company’s... More of this article »
Sirius XM Holdings Inc. $SIRI Shares Sold by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lowered its position in shares of Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 43.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Valaris Limited $VAL is Packer & Co Ltd’s 8th Largest Position
Packer & Co Ltd lowered its position in shares of Valaris Limited (NYSE:VAL – Free Report) by 86.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Pullen Investment Management LLC Invests $1.03 Million in The Marzetti Company $MZTI
Pullen Investment Management LLC purchased a new position in The Marzetti Company (NASDAQ:MZTI – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Wealth Enhancement Advisory Services LLC Purchases 9,423 Shares of Masimo Corporation $MASI
Wealth Enhancement Advisory Services LLC raised its position in shares of Masimo Corporation (NASDAQ:MASI – Free Report) by 483.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Tudor Investment Corp ET AL Buys 37,221 Shares of Kinsale Capital Group, Inc. $KNSL
Tudor Investment Corp ET AL raised its stake in Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 7,444.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 37,721 shares of the financial services provider’s... More of this article »
TXNM Energy, Inc. $TXNM Shares Acquired by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL grew its stake in TXNM Energy, Inc. (NYSE:TXNM – Free Report) by 35.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 270,120 shares of the company’s stock... More of this article »
Tudor Investment Corp ET AL Has $14.14 Million Stake in NMI Holdings Inc $NMIH
Tudor Investment Corp ET AL increased its stake in NMI Holdings Inc (NASDAQ:NMIH – Free Report) by 62.6% in the 3rd quarter, Holdings Channel reports. The firm owned 368,840 shares of the financial services provider’s... More of this article »
Ollie’s Bargain Outlet Holdings, Inc. $OLLI Shares Bought by Pullen Investment Management LLC
Pullen Investment Management LLC grew its holdings in shares of Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) by 69.0% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Lowers Stock Position in Quanta Services, Inc. $PWR
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co cut its holdings in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 33.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,860 shares of the construction... More of this article »
Tudor Investment Corp ET AL Decreases Holdings in Granite Construction Incorporated $GVA
Tudor Investment Corp ET AL lowered its position in Granite Construction Incorporated (NYSE:GVA – Free Report) by 3.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Sierra Legacy Group Trims Stock Position in iShares 1-3 Year Treasury Bond ETF $SHY
Sierra Legacy Group cut its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 60.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,150 shares... More of this article »
Signaturefd LLC Boosts Holdings in Merck & Co., Inc. $MRK
Signaturefd LLC raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 51,409 shares of the company’s stock after acquiring an additional... More of this article »
Stewardship Concepts Financial Services LLC Buys Shares of 169,558 Capital Group Growth ETF $CGGR
Stewardship Concepts Financial Services LLC purchased a new stake in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Stewardship Concepts Financial Services LLC Takes Position in First Trust Enhanced Short Maturity ETF $FTSM
Stewardship Concepts Financial Services LLC bought a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the fourth quarter, according to the company in its most recent 13F filing... More of this article »
RPG Investment Advisory LLC Purchases 6,945 Shares of Intuitive Surgical, Inc. $ISRG
RPG Investment Advisory LLC increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 20.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 40,752 shares... More of this article »
Pullen Investment Management LLC Increases Position in Newmont Corporation $NEM
Pullen Investment Management LLC lifted its position in Newmont Corporation (NYSE:NEM – Free Report) by 18.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
RPG Investment Advisory LLC Acquires New Position in Redwire Corporation $RDW
RPG Investment Advisory LLC bought a new position in shares of Redwire Corporation (NYSE:RDW – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 71,500... More of this article »
RPG Investment Advisory LLC Raises Stock Position in Okta, Inc. $OKTA
RPG Investment Advisory LLC grew its stake in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 25.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 122,812 shares... More of this article »
RPG Investment Advisory LLC Has $13.89 Million Stock Holdings in The Boeing Company $BA
RPG Investment Advisory LLC boosted its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 24.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
20,500 Shares in Schwab US Broad Market ETF $SCHB Bought by Stewardship Concepts Financial Services LLC
Stewardship Concepts Financial Services LLC acquired a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Pullen Investment Management LLC Purchases 29,469 Shares of CNX Resources Corporation. $CNX
Pullen Investment Management LLC increased its holdings in shares of CNX Resources Corporation. (NYSE:CNX – Free Report) by 76.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Invesco S&P 500 Equal Weight ETF $RSP Shares Sold by Roger Wittlin Investment Advisory LLC
Roger Wittlin Investment Advisory LLC cut its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 26.3% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Roger Wittlin Investment Advisory LLC Cuts Holdings in Vanguard FTSE Europe ETF $VGK
Roger Wittlin Investment Advisory LLC decreased its holdings in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 40.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Myriad Asset Management US LP Lowers Stock Position in The Goldman Sachs Group, Inc. $GS
Myriad Asset Management US LP reduced its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 72.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
PDD Holdings Inc. Sponsored ADR $PDD Position Trimmed by Myriad Asset Management US LP
Myriad Asset Management US LP decreased its holdings in PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 75.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
iShares Core MSCI Emerging Markets ETF $IEMG Shares Sold by Myriad Asset Management US LP
Myriad Asset Management US LP lessened its position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 87.0% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Kelleher Financial Advisors Has $629,000 Holdings in Nebius Group N.V. $NBIS
Kelleher Financial Advisors lifted its holdings in Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 219.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Kelleher Financial Advisors Has $1.57 Million Stake in The Goldman Sachs Group, Inc. $GS
Kelleher Financial Advisors lifted its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 619.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Nvwm LLC Has $1.46 Million Stock Holdings in Edwards Lifesciences Corporation $EW
Nvwm LLC boosted its holdings in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 74,534.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Myriad Asset Management US LP Lowers Position in Futu Holdings Limited Sponsored ADR $FUTU
Myriad Asset Management US LP lessened its stake in shares of Futu Holdings Limited Sponsored ADR (NASDAQ:FUTU – Free Report) by 84.2% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
iShares Core Total USD Bond Market ETF $IUSB Holdings Trimmed by JB Capital LLC
JB Capital LLC reduced its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 5.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,381,505 shares of the... More of this article »
JB Capital LLC Trims Position in iShares MSCI EAFE Growth ETF $EFG
JB Capital LLC trimmed its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 85.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Sold by Nvwm LLC
Nvwm LLC cut its stake in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 19.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Meridian Investment Counsel Inc. Makes New Investment in SLR Investment Corp. $SLRC
Meridian Investment Counsel Inc. acquired a new position in shares of SLR Investment Corp. (NASDAQ:SLRC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Pine Harbor Wealth Management LLC Raises Stock Holdings in Dimensional International Core Equity 2 ETF $DFIC
Pine Harbor Wealth Management LLC grew its stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »