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Ventas, Inc. $VTR Shares Sold by Sarasin & Partners LLP
Sarasin & Partners LLP trimmed its position in Ventas, Inc. (NYSE:VTR – Free Report) by 25.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Invesco S&P 500 Momentum ETF $SPMO Stock Holdings Increased by Hutchens & Kramer Investment Management Group LLC
Hutchens & Kramer Investment Management Group LLC boosted its holdings in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 1,035.6% in the 4th quarter, according to the company in its most recent... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Stake Boosted by Hutchens & Kramer Investment Management Group LLC
Hutchens & Kramer Investment Management Group LLC increased its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 73.5% in the fourth quarter, according to the company in its most recent Form... More of this article »
Maridea Wealth Management LLC Takes Position in Airbnb, Inc. $ABNB
Maridea Wealth Management LLC acquired a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Fortinet, Inc. $FTNT Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB trimmed its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 0.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Nordea Investment Management AB Purchases 33,536 Shares of GE Vernova Inc. $GEV
Nordea Investment Management AB boosted its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Nordea Investment Management AB Has $507.39 Million Stock Holdings in HCA Healthcare, Inc. $HCA
Nordea Investment Management AB raised its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 11.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Nordea Investment Management AB Acquires 544,850 Shares of Linde PLC $LIN
Nordea Investment Management AB grew its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 34.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
New England Research & Management Inc. Sells 11,706 Shares of Bristol Myers Squibb Company $BMY
New England Research & Management Inc. lowered its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 43.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,955 shares... More of this article »
New England Research & Management Inc. Takes $1.44 Million Position in Gilead Sciences, Inc. $GILD
New England Research & Management Inc. acquired a new stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Veralto Corporation $VLTO Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB lessened its stake in shares of Veralto Corporation (NYSE:VLTO – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nordea Investment Management AB Acquires 2,179,578 Shares of Zoetis Inc. $ZTS
Nordea Investment Management AB raised its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 79.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Neumann Advisory Hong Kong Ltd Has $2.71 Million Position in Elastic N.V. $ESTC
Neumann Advisory Hong Kong Ltd reduced its holdings in Elastic N.V. (NYSE:ESTC – Free Report) by 36.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Nordea Investment Management AB Acquires 505,614 Shares of Citizens Financial Group, Inc. $CFG
Nordea Investment Management AB increased its holdings in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 7.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Nordea Investment Management AB Sells 371,366 Shares of Merck & Co., Inc. $MRK
Nordea Investment Management AB reduced its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 10,573,821 shares of the company’s... More of this article »
Nordea Investment Management AB Sells 199,661 Shares of Steel Dynamics, Inc. $STLD
Nordea Investment Management AB decreased its stake in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC Shares Acquired by Integrated Capital Management Inc.
Integrated Capital Management Inc. increased its position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 4.4% in the fourth quarter, according to its most recent 13F filing... More of this article »
Nordea Investment Management AB Sells 122,341 Shares of Regal Rexnord Corporation $RRX
Nordea Investment Management AB trimmed its stake in shares of Regal Rexnord Corporation (NYSE:RRX – Free Report) by 6.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Nordea Investment Management AB Acquires 127,733 Shares of Rockwell Automation, Inc. $ROK
Nordea Investment Management AB increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 20.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Nordea Investment Management AB Sells 87,025 Shares of CVS Health Corporation $CVS
Nordea Investment Management AB lowered its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Hamlin Capital Management LLC Makes New $20.20 Million Investment in Penske Automotive Group, Inc. $PAG
Hamlin Capital Management LLC bought a new stake in shares of Penske Automotive Group, Inc. (NYSE:PAG – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Kure Advisory LLC Has $8.16 Million Stake in Schwab US Dividend Equity ETF $SCHD
Kure Advisory LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Lake Street Private Wealth LLC Has $1.08 Million Holdings in JPMorgan Active Bond ETF $JBND
Lake Street Private Wealth LLC lifted its holdings in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 382.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
iShares 20+ Year Treasury Bond ETF $TLT Stock Position Raised by Occidental Asset Management LLC
Occidental Asset Management LLC increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
MassMutual Private Wealth & Trust FSB Reduces Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
MassMutual Private Wealth & Trust FSB lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 44.1% in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Lake Street Private Wealth LLC Acquires 10,454 Shares of JPMorgan Ultra-Short Income ETF $JPST
Lake Street Private Wealth LLC grew its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 39.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 37,212 shares... More of this article »
Northside Capital Management LLC Trims Stock Position in Williams Companies, Inc. (The) $WMB
Northside Capital Management LLC lessened its stake in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 64.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,686 shares of the pipeline... More of this article »
Permanent Capital Management LP Boosts Stake in Vanguard FTSE Developed Markets ETF $VEA
Permanent Capital Management LP boosted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
GE HealthCare Technologies Inc. $GEHC Shares Purchased by Northside Capital Management LLC
Northside Capital Management LLC boosted its position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 16.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Permanent Capital Management LP Takes $668,000 Position in Select Medical Holdings Corporation $SEM
Permanent Capital Management LP bought a new stake in shares of Select Medical Holdings Corporation (NYSE:SEM – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 45,000 shares... More of this article »
Harbor Investment Advisory LLC Has $1.11 Million Stock Holdings in Welltower Inc. $WELL
Harbor Investment Advisory LLC grew its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 87.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
ARM Holdings PLC Sponsored ADR $ARM Shares Sold by Parisi Gray Wealth Management
Parisi Gray Wealth Management cut its holdings in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 75.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,284 shares of the company’s... More of this article »
Sandbox Financial Partners LLC Grows Position in iShares MSCI ACWI ex U.S. ETF $ACWX
Sandbox Financial Partners LLC raised its stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 15.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Procyon Advisors LLC Has $4.97 Million Stake in Snap-On Incorporated $SNA
Procyon Advisors LLC increased its stake in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 68.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 14,423 shares of the company’s stock after buying... More of this article »
Procyon Advisors LLC Boosts Stock Position in Palo Alto Networks, Inc. $PANW
Procyon Advisors LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 35.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Netflix, Inc. $NFLX Shares Acquired by Holistic Financial Partners
Holistic Financial Partners increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 875.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Procter & Gamble Company (The) $PG Stock Holdings Increased by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 21.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 26,042... More of this article »
New England Research & Management Inc. Lowers Stock Position in Mondelez International, Inc. $MDLZ
New England Research & Management Inc. lessened its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 68.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Impact Capital Partners LLC Buys Shares of 1,230 Vanguard Growth ETF $VUG
Impact Capital Partners LLC bought a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 1,230 shares of the company’s stock, valued at approximately... More of this article »
New England Research & Management Inc. Buys 2,750 Shares of The Goldman Sachs Group, Inc. $GS
New England Research & Management Inc. grew its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 183.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 4,251 shares of the investment... More of this article »
McDonald’s Corporation $MCD Shares Acquired by New England Research & Management Inc.
New England Research & Management Inc. increased its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 51.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
MassMutual Private Wealth & Trust FSB Boosts Position in Vanguard S&P 500 ETF $VOO
MassMutual Private Wealth & Trust FSB raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 222.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Avantis Responsible International Equity ETF $AVSD Shares Purchased by Henrickson Nauta Wealth Advisors Inc.
Henrickson Nauta Wealth Advisors Inc. boosted its position in shares of Avantis Responsible International Equity ETF (NYSEARCA:AVSD – Free Report) by 100.0% during the fourth quarter, Holdings Channel.com reports. The firm owned... More of this article »
Henrickson Nauta Wealth Advisors Inc. Increases Position in Dimensional International Small Cap Value ETF $DISV
Henrickson Nauta Wealth Advisors Inc. increased its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 133.1% in the 4th quarter, according to its most recent disclosure with the... More of this article »
Unique Wealth LLC Trims Position in Eli Lilly and Company $LLY
Unique Wealth LLC lowered its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 18.2% during the fourth quarter, Holdings Channel reports. The fund owned 2,529 shares of the company’s stock after... More of this article »
iShares Core S&P 500 ETF $IVV Stock Holdings Raised by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 249.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 3,697 shares of the company’s... More of this article »
Trust Co of the South Grows Position in Broadcom Inc. $AVGO
Trust Co of the South lifted its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 59.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sagespring Wealth Partners LLC Sells 10,857 Shares of iShares Core S&P Small-Cap ETF $IJR
Sagespring Wealth Partners LLC cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »