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SevenBridge Financial Group LLC Has $6.47 Million Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
SevenBridge Financial Group LLC grew its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.8% during the 3rd quarter, Holdings Channel reports. The firm owned 110,325 shares of the network equipment provider’s... More of this article »
Meridian Wealth Management LLC Purchases 2,060 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Meridian Wealth Management LLC boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 10.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Nicolet Advisory Services LLC Grows Stock Position in EOG Resources, Inc. (NYSE:EOG)
Nicolet Advisory Services LLC boosted its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 12.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Von Berge Wealth Management Group LLC Has $4.13 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Von Berge Wealth Management Group LLC lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent filing with the Securities... More of this article »
WESPAC Advisors LLC Has $321,000 Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
WESPAC Advisors LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 38.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 609 shares of the company’s stock after buying an... More of this article »
Kingsview Wealth Management LLC Cuts Position in Altria Group, Inc. (NYSE:MO)
Kingsview Wealth Management LLC lessened its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 47.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 132,919... More of this article »
Crewe Advisors LLC Has $509,000 Position in PepsiCo, Inc. (NASDAQ:PEP)
Crewe Advisors LLC cut its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.1% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 2,995 shares of the company’s stock... More of this article »
Alpha DNA Investment Management LLC Cuts Stake in Boston Scientific Co. (NYSE:BSX)
Alpha DNA Investment Management LLC lessened its stake in Boston Scientific Co. (NYSE:BSX – Free Report) by 2.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Daiwa Securities Group Inc. Boosts Holdings in Netflix, Inc. (NASDAQ:NFLX)
Daiwa Securities Group Inc. raised its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 20.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 378,004 shares... More of this article »
Marco Investment Management LLC Boosts Stake in The Procter & Gamble Company (NYSE:PG)
Marco Investment Management LLC lifted its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.3% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 61,490 shares of... More of this article »
Marco Investment Management LLC Sells 97 Shares of Johnson & Johnson (NYSE:JNJ)
Marco Investment Management LLC decreased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) is Fairscale Capital LLC’s Largest Position
Fairscale Capital LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 38,668 shares of the company’s... More of this article »
SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Stock Holdings Lowered by Gentry Private Wealth LLC
Gentry Private Wealth LLC lessened its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 5.0% in the third quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Meridian Wealth Management LLC Acquires Shares of 7,552 The TJX Companies, Inc. (NYSE:TJX)
Meridian Wealth Management LLC bought a new position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Marco Investment Management LLC Cuts Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Marco Investment Management LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Mastercard Incorporated (NYSE:MA) Position Lifted by Borer Denton & Associates Inc.
Borer Denton & Associates Inc. raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 2.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 3,840 shares of the credit... More of this article »
Intuit Inc. (NASDAQ:INTU) Shares Purchased by Stonebrook Private Inc.
Stonebrook Private Inc. boosted its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 12.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 384 shares of the software maker’s... More of this article »
iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Cahill Financial Advisors Inc.
Cahill Financial Advisors Inc. reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.9% during the third quarter, HoldingsChannel reports. The firm owned 254,222 shares of the company’s... More of this article »
SevenBridge Financial Group LLC Grows Stake in NXP Semiconductors (NASDAQ:NXPI)
SevenBridge Financial Group LLC grew its stake in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 3.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Alpha DNA Investment Management LLC Boosts Stake in The Procter & Gamble Company (NYSE:PG)
Alpha DNA Investment Management LLC raised its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 101.8% during the third quarter, HoldingsChannel.com reports. The firm owned 11,942 shares of the company’s... More of this article »
Daiwa Securities Group Inc. Raises Stake in Eaton Co. plc (NYSE:ETN)
Daiwa Securities Group Inc. raised its stake in Eaton Co. plc (NYSE:ETN – Free Report) by 25.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Pekin Hardy Strauss Inc. Cuts Position in Johnson & Johnson (NYSE:JNJ)
Pekin Hardy Strauss Inc. lowered its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Summit Trail Advisors LLC Trims Stake in Palantir Technologies Inc. (NYSE:PLTR)
Summit Trail Advisors LLC cut its stake in Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 10.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Wescott Financial Advisory Group LLC Sells 1,200 Shares of Unilever PLC (NYSE:UL)
Wescott Financial Advisory Group LLC lessened its position in shares of Unilever PLC (NYSE:UL – Free Report) by 11.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Rep. Laurel M. Lee Buys Apple Inc. (NASDAQ:AAPL) Stock
Representative Laurel M. Lee (R-Florida) recently bought shares of Apple Inc. (NASDAQ:AAPL). In a filing disclosed on November 21st, the Representative disclosed that they had bought between $15,001 and $50,000 in Apple stock on October... More of this article »
Daiwa Securities Group Inc. Acquires 3,003,845 Shares of Omega Healthcare Investors, Inc. (NYSE:OHI)
Daiwa Securities Group Inc. increased its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 317.7% during the third quarter, Holdings Channel.com reports. The firm owned 3,949,368 shares of the real estate... More of this article »
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by Crewe Advisors LLC
Crewe Advisors LLC trimmed its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
5,034 Shares in iShares Russell 1000 Value ETF (NYSEARCA:IWD) Purchased by Meridian Wealth Management LLC
Meridian Wealth Management LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Daiwa Securities Group Inc. Raises Stock Position in Public Storage (NYSE:PSA)
Daiwa Securities Group Inc. lifted its holdings in shares of Public Storage (NYSE:PSA – Free Report) by 57.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Citizens Financial Group Inc. RI Has $206,000 Holdings in Occidental Petroleum Co. (NYSE:OXY)
Citizens Financial Group Inc. RI decreased its position in shares of Occidental Petroleum Co. (NYSE:OXY – Free Report) by 20.9% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Crewe Advisors LLC Decreases Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Crewe Advisors LLC trimmed its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 33.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,133 shares... More of this article »
Senvest Management LLC Boosts Holdings in Illumina, Inc. (NASDAQ:ILMN)
Senvest Management LLC grew its holdings in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 895,760 shares of... More of this article »
Truepoint Inc. Sells 1,095 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
Truepoint Inc. decreased its holdings in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Hartford Funds Management Co LLC Has $129.22 Million Stock Position in Hartford Multifactor US Equity ETF (NYSEARCA:ROUS)
Hartford Funds Management Co LLC trimmed its position in Hartford Multifactor US Equity ETF (NYSEARCA:ROUS – Free Report) by 3.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
WESPAC Advisors LLC Grows Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
WESPAC Advisors LLC grew its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 124.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Vanguard Mega Cap Value ETF (NYSEARCA:MGV) Shares Purchased by Centaurus Financial Inc.
Centaurus Financial Inc. raised its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 8.3% during the third quarter, HoldingsChannel reports. The institutional investor owned 31,042 shares of... More of this article »
Summit Trail Advisors LLC Sells 130,319 Shares of KraneShares Global Carbon Strategy ETF (NYSEARCA:KRBN)
Summit Trail Advisors LLC cut its position in KraneShares Global Carbon Strategy ETF (NYSEARCA:KRBN – Free Report) by 39.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Banco Santander S.A. Has $240,000 Stock Position in Republic Services, Inc. (NYSE:RSG)
Banco Santander S.A. trimmed its position in Republic Services, Inc. (NYSE:RSG – Free Report) by 60.8% in the third quarter, Holdings Channel.com reports. The firm owned 1,195 shares of the business services provider’s... More of this article »
Charles Schwab Investment Management Inc. Acquires 1,108,134 Shares of EQT Co. (NYSE:EQT)
Charles Schwab Investment Management Inc. lifted its holdings in EQT Co. (NYSE:EQT – Free Report) by 28.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Crewe Advisors LLC Takes Position in HF Sinclair Co. (NYSE:DINO)
Crewe Advisors LLC bought a new stake in HF Sinclair Co. (NYSE:DINO – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 7,869... More of this article »
Penserra Capital Management LLC Lowers Stock Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Penserra Capital Management LLC lessened its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
StoneX Group Inc. Increases Stake in AT&T Inc. (NYSE:T)
StoneX Group Inc. lifted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 0.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Draper Asset Management LLC Invests $296,000 in TKO Group Holdings, Inc. (NYSE:TKO)
Draper Asset Management LLC acquired a new stake in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund acquired 2,392 shares of the... More of this article »
Illinois Tool Works Inc. (NYSE:ITW) Shares Sold by Pitcairn Co.
Pitcairn Co. decreased its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 5.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Lane & Associates LLC Raises Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Lane & Associates LLC lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
QUALCOMM Incorporated (NASDAQ:QCOM) Holdings Cut by WESPAC Advisors LLC
WESPAC Advisors LLC lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.4% in the third quarter, Holdings Channel reports. The institutional investor owned 12,809 shares of the wireless technology... More of this article »
Westfield Capital Management Co. LP Has $79.18 Million Stock Position in SentinelOne, Inc. (NYSE:S)
Westfield Capital Management Co. LP boosted its stake in shares of SentinelOne, Inc. (NYSE:S – Free Report) by 3.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,310,299 shares... More of this article »
Westfield Capital Management Co. LP Increases Position in Intra-Cellular Therapies, Inc. (NASDAQ:ITCI)
Westfield Capital Management Co. LP grew its holdings in shares of Intra-Cellular Therapies, Inc. (NASDAQ:ITCI – Free Report) by 11.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »