Home » Author Archive
![Image for Cornerstone Planning Group LLC Cuts Stake in Chevron Co. (NYSE:CVX)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/chevron-co-logo-1200x675.jpg?v=20210524093101&w=240&h=220&zc=2)
![Image for Empowered Funds LLC Purchases 10,934 Shares of First Merchants Co. (NASDAQ:FRME)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/first-merchants-co-logo-1200x675.jpg?v=20240509151757&w=240&h=220&zc=2)
Empowered Funds LLC Purchases 10,934 Shares of First Merchants Co. (NASDAQ:FRME)
Empowered Funds LLC increased its position in First Merchants Co. (NASDAQ:FRME – Free Report) by 5.2% in the 4th quarter, Holdings Channel reports. The firm owned 222,066 shares of the bank’s stock after buying an additional... More of this article »![Image for 250,531 Shares in Match Group, Inc. (NASDAQ:MTCH) Bought by Empowered Funds LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/match-group-inc-logo-1200x675.jpg?v=20221107150427&w=240&h=220&zc=2)
250,531 Shares in Match Group, Inc. (NASDAQ:MTCH) Bought by Empowered Funds LLC
Empowered Funds LLC bought a new stake in shares of Match Group, Inc. (NASDAQ:MTCH – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 250,531 shares of the technology company’s... More of this article »![Image for Empowered Funds LLC Acquires 30,977 Shares of Foot Locker, Inc. (NYSE:FL)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/foot-locker-inc-logo-1200x675.jpg?v=20221118141619&w=240&h=220&zc=2)
Empowered Funds LLC Acquires 30,977 Shares of Foot Locker, Inc. (NYSE:FL)
Empowered Funds LLC lifted its holdings in Foot Locker, Inc. (NYSE:FL – Free Report) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 416,498 shares of the athletic footwear retailer’s stock... More of this article »![Image for Empowered Funds LLC Raises Stock Holdings in Select Water Solutions, Inc. (NYSE:WTTR)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/select-water-solutions-inc-logo-1200x675.png?v=20241015095524&w=240&h=220&zc=2)
Empowered Funds LLC Raises Stock Holdings in Select Water Solutions, Inc. (NYSE:WTTR)
Empowered Funds LLC raised its stake in Select Water Solutions, Inc. (NYSE:WTTR – Free Report) by 11.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 640,401 shares of the company’s stock after buying... More of this article »![Image for Omnicom Group Inc. (NYSE:OMC) Shares Acquired by Empowered Funds LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/omnicom-group-inc-logo-1200x675.png?v=20240206085638&w=240&h=220&zc=2)
Omnicom Group Inc. (NYSE:OMC) Shares Acquired by Empowered Funds LLC
Empowered Funds LLC lifted its holdings in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 4.1% in the fourth quarter, HoldingsChannel reports. The firm owned 112,129 shares of the business services provider’s... More of this article »![Image for Relmada Therapeutics Acquires Sepranolone for Tourette Syndrome TreatmentOn February 3, 2025, Relmada Therapeutics, Inc. (NASDAQ: RLMD) finalized an Asset Purchase Agreement with Asarina Pharma AB, a Swedish corporation, to acquire all rights to Sepr](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/relmada-therapeutics-inc-logo-1200x675.png?v=20221223070706&w=240&h=220&zc=2)
Relmada Therapeutics Acquires Sepranolone for Tourette Syndrome TreatmentOn February 3, 2025, Relmada Therapeutics, Inc. (NASDAQ: RLMD) finalized an Asset Purchase Agreement with Asarina Pharma AB, a Swedish corporation, to acquire all rights to Sepr
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Relmada Therapeutics’s 8K filing here. About Relmada Therapeutics (Get Free... More of this article »![Image for Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Rede Wealth LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/netflix-inc-logo-1200x675.png?v=20231213130542&w=240&h=220&zc=2)
Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Rede Wealth LLC
Rede Wealth LLC trimmed its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,318... More of this article »![Image for Luminvest Wealth Management LLC Cuts Stake in Vanguard Extended Market ETF (NYSEARCA:VXF)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/vanguard-extended-market-etf-logo-1200x675.png?v=20210827104640&w=240&h=220&zc=2)
Luminvest Wealth Management LLC Cuts Stake in Vanguard Extended Market ETF (NYSEARCA:VXF)
Luminvest Wealth Management LLC trimmed its holdings in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »![Image for Opal Wealth Advisors LLC Invests $264,000 in AllianceBernstein Holding L.P. (NYSE:AB)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/alliancebernstein-holding-lp-logo-1200x675.jpg?v=20240424110152&w=240&h=220&zc=2)
Opal Wealth Advisors LLC Invests $264,000 in AllianceBernstein Holding L.P. (NYSE:AB)
Opal Wealth Advisors LLC bought a new position in shares of AllianceBernstein Holding L.P. (NYSE:AB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »![Image for Moloney Securities Asset Management LLC Raises Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-core-dividend-growth-etf-logo-1200x675.png?v=20210722100931&w=240&h=220&zc=2)
Moloney Securities Asset Management LLC Raises Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Moloney Securities Asset Management LLC grew its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »![Image for Moloney Securities Asset Management LLC Sells 731 Shares of Roche Holding AG (OTCMKTS:RHHBY)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/roche-holding-ltd-logo-1200x675.jpg&w=240&h=220&zc=2)
Moloney Securities Asset Management LLC Sells 731 Shares of Roche Holding AG (OTCMKTS:RHHBY)
Moloney Securities Asset Management LLC lessened its holdings in Roche Holding AG (OTCMKTS:RHHBY – Free Report) by 2.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »![Image for Northeast Investment Management Has $6.42 Million Stake in Merck & Co., Inc. (NYSE:MRK)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/merck--co-inc-logo-1200x675.gif&w=240&h=220&zc=2)
Northeast Investment Management Has $6.42 Million Stake in Merck & Co., Inc. (NYSE:MRK)
Northeast Investment Management raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »![Image for GGM Financials LLC Purchases 7,564 Shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/nyli-ftse-international-equity-currency-neutral-etf-logo-1200x675.jpg?v=20250207073734&w=240&h=220&zc=2)
GGM Financials LLC Purchases 7,564 Shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI)
GGM Financials LLC boosted its holdings in shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI – Free Report) by 24.5% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »![Image for Comprehensive Financial Planning Inc. PA Invests $355,000 in Aptus Defined Risk ETF (BATS:DRSK)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/aptus-defined-risk-etf-logo-1200x675.png?v=20241219135507&w=240&h=220&zc=2)
Comprehensive Financial Planning Inc. PA Invests $355,000 in Aptus Defined Risk ETF (BATS:DRSK)
Comprehensive Financial Planning Inc. PA acquired a new stake in Aptus Defined Risk ETF (BATS:DRSK – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 12,953 shares of the company’s... More of this article »![Image for Salzhauer Michael Cuts Stock Position in Antero Resources Co. (NYSE:AR)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/antero-resources-co-logo-1200x675.png?v=20221107155622&w=240&h=220&zc=2)
Salzhauer Michael Cuts Stock Position in Antero Resources Co. (NYSE:AR)
Salzhauer Michael trimmed its holdings in shares of Antero Resources Co. (NYSE:AR – Free Report) by 21.2% in the fourth quarter, Holdings Channel reports. The firm owned 26,000 shares of the oil and natural gas company’s... More of this article »![Image for Investment Advisory Services Inc. TX ADV Sells 220 Shares of Laboratory Co. of America Holdings (NYSE:LH)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/laboratory-co-of-america-holdings-logo-1200x675.jpg?v=20221103134944&w=240&h=220&zc=2)
Investment Advisory Services Inc. TX ADV Sells 220 Shares of Laboratory Co. of America Holdings (NYSE:LH)
Investment Advisory Services Inc. TX ADV cut its position in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 6.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »![Image for AlphaStar Capital Management LLC Boosts Stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/spdr-blackstone-senior-loan-etf-logo-1200x675.jpg?v=20210825121713&w=240&h=220&zc=2)
AlphaStar Capital Management LLC Boosts Stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)
AlphaStar Capital Management LLC raised its holdings in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 60.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »![Image for Entropy Technologies LP Grows Stake in Constellation Brands, Inc. (NYSE:STZ)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/constellation-brands-inc-logo-1200x675.jpg&w=240&h=220&zc=2)
Entropy Technologies LP Grows Stake in Constellation Brands, Inc. (NYSE:STZ)
Entropy Technologies LP raised its stake in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 339.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »![Image for Comprehensive Financial Planning Inc. PA Invests $545,000 in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/generic-stocks2.jpg&w=240&h=220&zc=2)
Comprehensive Financial Planning Inc. PA Invests $545,000 in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC)
Comprehensive Financial Planning Inc. PA bought a new stake in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC – Free Report) in the 4th quarter, according to its most recent filing with the Securities &... More of this article »![Image for Quilter Plc Sells 19,390 Shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/walgreens-boots-alliance-inc-logo-1200x675.jpg?v=20221101151332&w=240&h=220&zc=2)
Quilter Plc Sells 19,390 Shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA)
Quilter Plc lessened its stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 28.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,717... More of this article »![Image for Kingsview Wealth Management LLC Buys New Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-global-infrastructure-etf-logo-1200x675.png?v=20210709130846&w=240&h=220&zc=2)
Kingsview Wealth Management LLC Buys New Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)
Kingsview Wealth Management LLC acquired a new stake in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 65,451 shares of the company’s... More of this article »![Image for Four Tree Island Advisory LLC Buys New Stake in Ituran Location and Control Ltd. (NASDAQ:ITRN)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ituran-location-and-control-ltd-logo-1200x675.png?v=20240529131955&w=240&h=220&zc=2)
Four Tree Island Advisory LLC Buys New Stake in Ituran Location and Control Ltd. (NASDAQ:ITRN)
Four Tree Island Advisory LLC purchased a new position in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »![Image for Realty Income Co. (NYSE:O) Shares Bought by MBA Advisors LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/realty-income-co-logo-1200x675.png?v=20221026154234&w=240&h=220&zc=2)
Realty Income Co. (NYSE:O) Shares Bought by MBA Advisors LLC
MBA Advisors LLC raised its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 8.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »![Image for MBA Advisors LLC Has $561,000 Stake in GE Vernova Inc. (NYSE:GEV)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ge-vernova-logo-1200x675.png?v=20240412141812&w=240&h=220&zc=2)
MBA Advisors LLC Has $561,000 Stake in GE Vernova Inc. (NYSE:GEV)
MBA Advisors LLC lowered its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 36.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,707 shares of the company’s stock after selling 977 shares... More of this article »![Image for Wingate Wealth Advisors Inc. Acquires New Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/marsh--mclennan-companies-inc-logo-1200x675.png?v=20221021082149&w=240&h=220&zc=2)
Wingate Wealth Advisors Inc. Acquires New Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)
Wingate Wealth Advisors Inc. bought a new stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »![Image for Cidel Asset Management Inc. Reduces Stock Holdings in Ally Financial Inc. (NYSE:ALLY)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ally-financial-inc-logo-1200x675.png?v=20240424115736&w=240&h=220&zc=2)
Cidel Asset Management Inc. Reduces Stock Holdings in Ally Financial Inc. (NYSE:ALLY)
Cidel Asset Management Inc. lessened its holdings in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »![Image for Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) Stock Holdings Raised by Gunma Bank Ltd.](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/schwab-5-10-year-corporate-bond-etf-logo-1200x675.png?v=20230314083239&w=240&h=220&zc=2)
Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) Stock Holdings Raised by Gunma Bank Ltd.
Gunma Bank Ltd. increased its position in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 251.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »![Image for JPMorgan Municipal ETF (BATS:JMUB) Shares Acquired by Opal Wealth Advisors LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/jpmorgan-municipal-etf-logo-1200x675.png?v=20230727120841&w=240&h=220&zc=2)
JPMorgan Municipal ETF (BATS:JMUB) Shares Acquired by Opal Wealth Advisors LLC
Opal Wealth Advisors LLC increased its holdings in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 11.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »![Image for Opal Wealth Advisors LLC Purchases 264 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-russell-2000-growth-etf-logo-1200x675.png?v=20210809124304&w=240&h=220&zc=2)
Opal Wealth Advisors LLC Purchases 264 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)
Opal Wealth Advisors LLC lifted its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »![Image for Elser Financial Planning Inc Invests $274,000 in Accenture plc (NYSE:ACN)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/accenture-plc-logo-1200x675.png?v=20221020151910&w=240&h=220&zc=2)
Elser Financial Planning Inc Invests $274,000 in Accenture plc (NYSE:ACN)
Elser Financial Planning Inc purchased a new position in shares of Accenture plc (NYSE:ACN – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased... More of this article »![Image for Promising Restaurant Stocks To Follow Now – February 07th](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/uber-technologies-inc-logo-1200x675.png?v=20191127154752&w=240&h=220&zc=2)
Promising Restaurant Stocks To Follow Now – February 07th
Uber Technologies, Alibaba Group, Booking, Berkshire Hathaway, SoundHound AI, Coca-Cola, and McDonald’s are the seven Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. Restaurant stocks... More of this article »![Image for ConocoPhillips (NYSE:COP) Shares Sold by Quotient Wealth Partners LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/conocophillips_logo-1200x675.jpg&w=240&h=220&zc=2)
ConocoPhillips (NYSE:COP) Shares Sold by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC lessened its holdings in ConocoPhillips (NYSE:COP – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »![Image for Benedict Financial Advisors Inc. Sells 114 Shares of General Dynamics Co. (NYSE:GD)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/general-dynamics-co-logo-1200x675.png?v=20240108101551&w=240&h=220&zc=2)
Benedict Financial Advisors Inc. Sells 114 Shares of General Dynamics Co. (NYSE:GD)
Benedict Financial Advisors Inc. reduced its position in General Dynamics Co. (NYSE:GD – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,372... More of this article »![Image for Benedict Financial Advisors Inc. Has $2.82 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/essential-utilities-inc-logo-1200x675.png?v=20221107161939&w=240&h=220&zc=2)
Benedict Financial Advisors Inc. Has $2.82 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)
Benedict Financial Advisors Inc. lifted its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »![Image for Summit Wealth & Retirement Planning Inc. Acquires 601,675 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/schwab-international-equity-etf-logo-1200x675.jpg?v=20210824092531&w=240&h=220&zc=2)
Summit Wealth & Retirement Planning Inc. Acquires 601,675 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)
Summit Wealth & Retirement Planning Inc. raised its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 105.3% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »![Image for Birch Hill Investment Advisors LLC Makes New Investment in Chewy, Inc. (NYSE:CHWY)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/chewy-inc-logo-1200x675.png?v=20240306131142&w=240&h=220&zc=2)
Birch Hill Investment Advisors LLC Makes New Investment in Chewy, Inc. (NYSE:CHWY)
Birch Hill Investment Advisors LLC purchased a new position in Chewy, Inc. (NYSE:CHWY – Free Report) 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 »![Image for The Travelers Companies, Inc. (NYSE:TRV) Shares Sold by Benedict Financial Advisors Inc.](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/the-travelers-companies-inc-logo-1200x675.jpg&w=240&h=220&zc=2)
The Travelers Companies, Inc. (NYSE:TRV) Shares Sold by Benedict Financial Advisors Inc.
Benedict Financial Advisors Inc. cut its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,171... More of this article »![Image for Benedict Financial Advisors Inc. Sells 153 Shares of Kimberly-Clark Co. (NYSE:KMB)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/kimberly-clark-co-logo-1200x675.jpg?v=20221024144613&w=240&h=220&zc=2)
Benedict Financial Advisors Inc. Sells 153 Shares of Kimberly-Clark Co. (NYSE:KMB)
Benedict Financial Advisors Inc. lowered its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,027... More of this article »![Image for Richard C. Young & CO. LTD. Sells 714 Shares of The J. M. Smucker Company (NYSE:SJM)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/the-j-m-smucker-company-logo-1200x675.png?v=20221104115037&w=240&h=220&zc=2)
Richard C. Young & CO. LTD. Sells 714 Shares of The J. M. Smucker Company (NYSE:SJM)
Richard C. Young & CO. LTD. trimmed its holdings in The J. M. Smucker Company (NYSE:SJM – Free Report) by 8.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »![Image for Silicon Valley Capital Partners Takes Position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-ibonds-dec-2026-term-corporate-etf-logo-1200x675.png?v=20210805095947&w=240&h=220&zc=2)
Silicon Valley Capital Partners Takes Position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)
Silicon Valley Capital Partners purchased a new stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »![Image for Sumitomo Mitsui Trust Group Inc. Raises Stock Holdings in Masimo Co. (NASDAQ:MASI)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/masimo-corp-logo-1200x675.jpg&w=240&h=220&zc=2)
Sumitomo Mitsui Trust Group Inc. Raises Stock Holdings in Masimo Co. (NASDAQ:MASI)
Sumitomo Mitsui Trust Group Inc. raised its position in shares of Masimo Co. (NASDAQ:MASI – Free Report) by 0.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »![Image for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) is Cornerstone Planning Group LLC’s 3rd Largest Position](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/vanguard-intermediate-term-bond-etf-logo-1200x675.png?v=20210721100707&w=240&h=220&zc=2)
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) is Cornerstone Planning Group LLC’s 3rd Largest Position
Cornerstone Planning Group LLC raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 134.6% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »![Image for WestEnd Advisors LLC Sells 274,019 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-20-year-treasury-bond-etf-logo-1200x675.jpg?v=20210721144537&w=240&h=220&zc=2)
WestEnd Advisors LLC Sells 274,019 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
WestEnd Advisors LLC lessened its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 25.0% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »![Image for Sumitomo Mitsui Trust Group Inc. Sells 2,817 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/willis-towers-watson-public-limited-co-logo-1200x675.png?v=20220114143806&w=240&h=220&zc=2)
Sumitomo Mitsui Trust Group Inc. Sells 2,817 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)
Sumitomo Mitsui Trust Group Inc. lessened its holdings in Willis Towers Watson Public Limited (NASDAQ:WTW – Free Report) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »![Image for 101,039 Shares in iShares Silver Trust (NYSEARCA:SLV) Bought by Strategic Financial Concepts LLC](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/ishares-silver-trust-logo-1200x675.png?v=20210824095619&w=240&h=220&zc=2)
101,039 Shares in iShares Silver Trust (NYSEARCA:SLV) Bought by Strategic Financial Concepts LLC
Strategic Financial Concepts LLC bought a new stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »![Image for Stoneridge Investment Partners LLC Invests $800,000 in Check Point Software Technologies Ltd. (NASDAQ:CHKP)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/check-point-software-technologies-ltd-logo-1200x675.png?v=20240118080503&w=240&h=220&zc=2)
Stoneridge Investment Partners LLC Invests $800,000 in Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Stoneridge Investment Partners LLC purchased a new stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »![Image for Walter & Keenan Wealth Management LLC IN ADV Trims Stock Position in Northern Trust Co. (NASDAQ:NTRS)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/northern-trust-co-logo-1200x675.png?v=20221104063440&w=240&h=220&zc=2)
Walter & Keenan Wealth Management LLC IN ADV Trims Stock Position in Northern Trust Co. (NASDAQ:NTRS)
Walter & Keenan Wealth Management LLC IN ADV decreased its position in Northern Trust Co. (NASDAQ:NTRS – Free Report) by 0.2% in the fourth quarter, Holdings Channel reports. The firm owned 42,158 shares of the asset manager’s... More of this article »![Image for Arlington Trust Co LLC Acquires 85 Shares of The Progressive Co. (NYSE:PGR)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/progressive-logo-1200x675.jpg&w=240&h=220&zc=2)
Arlington Trust Co LLC Acquires 85 Shares of The Progressive Co. (NYSE:PGR)
Arlington Trust Co LLC boosted its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »![Image for Strategic Financial Concepts LLC Invests $3.56 Million in Bio-Rad Laboratories, Inc. (NYSE:BIO)](https://www.americanbankingnews.com/wp-content/timthumb/timthumb.php?src=https://www.marketbeat.com/logos/bio-rad-laboratories-inc-logo-1200x675.jpg&w=240&h=220&zc=2)