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Swiss Life Asset Management Ltd Has $7.57 Million Stock Position in Toast, Inc. $TOST
Swiss Life Asset Management Ltd increased its position in shares of Toast, Inc. (NYSE:TOST – Free Report) by 80.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
MercadoLibre, Inc. $MELI Stake Decreased by Sarasin & Partners LLP
Sarasin & Partners LLP cut its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Sarasin & Partners LLP Has $4.22 Million Stock Holdings in Aramark $ARMK
Sarasin & Partners LLP decreased its stake in Aramark (NYSE:ARMK – Free Report) by 20.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 114,486 shares... More of this article »
iShares Core Total USD Bond Market ETF $IUSB Shares Purchased by Maridea Wealth Management LLC
Maridea Wealth Management LLC grew its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Legacy Private Trust Co. Buys 1,885 Shares of McDonald’s Corporation $MCD
Legacy Private Trust Co. grew its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 19.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
NorthCrest Asset Manangement LLC Sells 8,211 Shares of Abbott Laboratories $ABT
NorthCrest Asset Manangement LLC cut its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 12.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Capital One Financial Corporation $COF Shares Acquired by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC grew its stake in Capital One Financial Corporation (NYSE:COF) by 5.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sound View Wealth Advisors Group LLC Decreases Stock Position in Bristol Myers Squibb Company $BMY
Sound View Wealth Advisors Group LLC lessened its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 14.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Legacy Private Trust Co. Buys New Position in Capital Group Municipal Income ETF $CGMU
Legacy Private Trust Co. purchased a new position in shares of Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Maridea Wealth Management LLC Acquires 24,774 Shares of Valkyrie Bitcoin Miners ETF $WGMI
Maridea Wealth Management LLC boosted its holdings in shares of Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI – Free Report) by 36.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
International Business Machines Corporation $IBM Holdings Raised by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
NorthCrest Asset Manangement LLC Reduces Stock Position in Starbucks Corporation $SBUX
NorthCrest Asset Manangement LLC trimmed its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 15.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
NorthCrest Asset Manangement LLC Raises Stock Holdings in Bank of America Corporation $BAC
NorthCrest Asset Manangement LLC increased its holdings in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 1.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,002,666... More of this article »
NorthCrest Asset Manangement LLC Trims Position in Accenture PLC $ACN
NorthCrest Asset Manangement LLC reduced its holdings in Accenture PLC (NYSE:ACN – Free Report) by 6.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Micron Technology, Inc. $MU Stock Holdings Decreased by Maridea Wealth Management LLC
Maridea Wealth Management LLC lessened its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 15.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Maridea Wealth Management LLC Takes Position in Schwab US Large-Cap ETF $SCHX
Maridea Wealth Management LLC purchased a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Legacy Private Trust Co. Purchases 69,801 Shares of Janus Henderson Mortgage-Backed Securities ETF $JMBS
Legacy Private Trust Co. raised its position in shares of Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 14.7% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Oliver Luxxe Assets LLC Purchases New Position in Amneal Pharmaceuticals, Inc. $AMRX
Oliver Luxxe Assets LLC acquired a new position in shares of Amneal Pharmaceuticals, Inc. (NASDAQ:AMRX – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Oliver Luxxe Assets LLC Buys 30,807 Shares of TriMas Corporation $TRS
Oliver Luxxe Assets LLC lifted its stake in TriMas Corporation (NASDAQ:TRS – Free Report) by 99.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Oliver Luxxe Assets LLC Invests $1.45 Million in Axcelis Technologies, Inc. $ACLS
Oliver Luxxe Assets LLC purchased a new position in shares of Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
iShares Russell 2000 ETF $IWM Shares Sold by Moller Wealth Partners
Moller Wealth Partners decreased its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 10.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Legacy Private Trust Co. Grows Stock Holdings in Invesco BulletShares 2027 Corporate Bond ETF $BSCR
Legacy Private Trust Co. grew its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 367.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Oliver Luxxe Assets LLC Takes $3.16 Million Position in Expedia Group, Inc. $EXPE
Oliver Luxxe Assets LLC bought a new position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 11,168... More of this article »
Oliver Luxxe Assets LLC Takes Position in Aura Minerals Inc. $AUGO
Oliver Luxxe Assets LLC purchased a new position in Aura Minerals Inc. (NASDAQ:AUGO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Waste Management, Inc. $WM Position Increased by Nordea Investment Management AB
Nordea Investment Management AB boosted its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Mueller Industries, Inc. $MLI Shares Sold by Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC lowered its stake in shares of Mueller Industries, Inc. (NYSE:MLI – Free Report) by 6.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 88,465 shares of the industrial products company’s... More of this article »
Oliver Luxxe Assets LLC Has $4.10 Million Stake in Celestica, Inc. $CLS
Oliver Luxxe Assets LLC reduced its stake in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 31.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,836 shares of the... More of this article »
Nordea Investment Management AB Purchases 75,779 Shares of Palo Alto Networks, Inc. $PANW
Nordea Investment Management AB grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Synopsys, Inc. $SNPS Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB cut its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
iShares Bitcoin Trust ETF $IBIT Shares Sold by Magnus Financial Group LLC
Magnus Financial Group LLC lowered its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Oliver Luxxe Assets LLC Purchases 15,590 Shares of Xcel Energy Inc. $XEL
Oliver Luxxe Assets LLC increased its position in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 26.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Nordea Investment Management AB Decreases Holdings in Colgate-Palmolive Company $CL
Nordea Investment Management AB trimmed its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Henrickson Nauta Wealth Advisors Inc. Purchases New Holdings in Valero Energy Corporation $VLO
Henrickson Nauta Wealth Advisors Inc. purchased a new stake in Valero Energy Corporation (NYSE:VLO – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 2,160 shares of the oil and... More of this article »
Henrickson Nauta Wealth Advisors Inc. Increases Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY
Henrickson Nauta Wealth Advisors Inc. boosted its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 100.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 16,748 shares of the company’s... More of this article »
Signet Financial Management LLC Has $12.55 Million Stock Position in JPMorgan Short Duration Core Plus ETF $JSCP
Signet Financial Management LLC lifted its stake in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 7.9% during the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Old Port Advisors Has $8.85 Million Stake in ALPS | Smith Core Plus Bond ETF $SMTH
Old Port Advisors raised its holdings in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH – Free Report) by 13.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Profit Investment Management LLC Decreases Stock Holdings in Globus Medical, Inc. $GMED
Profit Investment Management LLC lowered its stake in shares of Globus Medical, Inc. (NYSE:GMED – Free Report) by 67.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Signet Financial Management LLC Sells 10,747 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Signet Financial Management LLC decreased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 40.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Signet Financial Management LLC Has $5.92 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW
Signet Financial Management LLC boosted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 26.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Hutchens & Kramer Investment Management Group LLC Acquires New Holdings in First Trust RBA American Industrial Renaissance ETF $AIRR
Hutchens & Kramer Investment Management Group LLC bought a new position in shares of First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) in the fourth quarter, according to its most recent Form... More of this article »
Lake Street Private Wealth LLC Purchases 8,448 Shares of Vanguard Total Stock Market ETF $VTI
Lake Street Private Wealth LLC grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 197.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,724... More of this article »
iShares S&P Small-Cap 600 Value ETF $IJS Shares Purchased by Lake Street Private Wealth LLC
Lake Street Private Wealth LLC boosted its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 10.3% in the fourth quarter, HoldingsChannel reports. The firm owned 100,973 shares of... More of this article »
Lake Street Private Wealth LLC Purchases 55,115 Shares of Invesco Ultra Short Duration ETF $GSY
Lake Street Private Wealth LLC grew its position in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 50.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Invesco QQQ $QQQ Shares Sold by Innova Wealth Partners
Innova Wealth Partners lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 19.4% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 4,775 shares of the... More of this article »
Sarasin & Partners LLP Acquires 8,283 Shares of Marsh & McLennan Companies, Inc. $MRSH
Sarasin & Partners LLP increased its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 0.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 934,732 shares... More of this article »
Sprinkle Financial Consultants LLC Purchases 36,660 Shares of JPMorgan Active Growth ETF $JGRO
Sprinkle Financial Consultants LLC lifted its position in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 26.5% in the 4th quarter, HoldingsChannel reports. The firm owned 174,866 shares of the company’s stock... More of this article »
Sarasin & Partners LLP Has $93.25 Million Stake in Prologis, Inc. $PLD
Sarasin & Partners LLP reduced its position in Prologis, Inc. (NYSE:PLD – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 730,478 shares... More of this article »
Sarasin & Partners LLP Sells 1,076,225 Shares of Otis Worldwide Corporation $OTIS
Sarasin & Partners LLP lowered its stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 29.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »