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Apollon Wealth Management LLC Has $1.96 Million Stock Position in Marriott International, Inc. (NASDAQ:MAR)
Apollon Wealth Management LLC grew its holdings in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 33.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Burns Matteson Capital Management LLC Sells 75 Shares of Roper Technologies, Inc. (NYSE:ROP)
Burns Matteson Capital Management LLC lowered its stake in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 6.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Savant Capital LLC Trims Stake in Dimensional International Core Equity 2 ETF (BATS:DFIC)
Savant Capital LLC lessened its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 22.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Investment Advisory Services Inc. TX ADV Decreases Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
Investment Advisory Services Inc. TX ADV trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Stoneridge Investment Partners LLC Takes Position in Target Co. (NYSE:TGT)
Stoneridge Investment Partners LLC bought a new stake in shares of Target Co. (NYSE:TGT – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Stephens Inc. AR
Stephens Inc. AR decreased its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 204,992 shares... More of this article »
Stockman Wealth Management Inc. Has $378,000 Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Stockman Wealth Management Inc. boosted its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Conning Inc. Cuts Stake in Humana Inc. (NYSE:HUM)
Conning Inc. lessened its stake in Humana Inc. (NYSE:HUM – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 915... More of this article »
International Business Machines Co. (NYSE:IBM) Holdings Lowered by Stockman Wealth Management Inc.
Stockman Wealth Management Inc. trimmed its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Citigroup Inc. (NYSE:C) Position Lessened by Empirical Finance LLC
Empirical Finance LLC lowered its position in Citigroup Inc. (NYSE:C – Free Report) by 1.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Moloney Securities Asset Management LLC Has $2.31 Million Stake in Adobe Inc. (NASDAQ:ADBE)
Moloney Securities Asset Management LLC lowered its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 31.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Live Oak Private Wealth LLC Cuts Stake in Visa Inc. (NYSE:V)
Live Oak Private Wealth LLC lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Shepherd Financial Partners LLC Grows Stock Holdings in Visa Inc. (NYSE:V)
Shepherd Financial Partners LLC lifted its holdings in Visa Inc. (NYSE:V – Free Report) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Triasima Portfolio Management inc. Acquires New Holdings in Visa Inc. (NYSE:V)
Triasima Portfolio Management inc. purchased a new stake in shares of Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is Ameliora Wealth Management Ltd.’s 7th Largest Position
Ameliora Wealth Management Ltd. cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Golden State Wealth Management LLC Makes New $112,000 Investment in U.S. Bancorp (NYSE:USB)
Golden State Wealth Management LLC purchased a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Tyler Technologies, Inc. (NYSE:TYL) Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd
Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 19.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Golden State Wealth Management LLC Buys Shares of 496 The Progressive Co. (NYSE:PGR)
Golden State Wealth Management LLC purchased a new position in shares of The Progressive Co. (NYSE:PGR – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $60.11 Million Holdings in DTE Energy (NYSE:DTE)
Sumitomo Mitsui Trust Group Inc. lifted its position in shares of DTE Energy (NYSE:DTE – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Sumitomo Mitsui Trust Group Inc. Acquires 18,536 Shares of Smurfit Westrock Ltd (NYSE:SW)
Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of Smurfit Westrock Ltd (NYSE:SW – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
State of Alaska Department of Revenue Has $2.75 Million Stock Holdings in Four Corners Property Trust, Inc. (NYSE:FCPT)
State of Alaska Department of Revenue lifted its position in Four Corners Property Trust, Inc. (NYSE:FCPT – Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Financial Advocates Investment Management Decreases Stock Holdings in Zimmer Biomet Holdings, Inc. (NYSE:ZBH)
Financial Advocates Investment Management cut its stake in Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Free Report) by 18.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Sold by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC decreased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Adero Partners LLC Sells 499 Shares of Alphabet Inc. (NASDAQ:GOOG)
Adero Partners LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 70,340 shares of the information... More of this article »
Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Purchased by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC lifted its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 1.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 29,544 shares... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Purchased by Adero Partners LLC
Adero Partners LLC boosted its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 49.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 5,947 shares of the... More of this article »
Kestra Private Wealth Services LLC Trims Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Kestra Private Wealth Services LLC lessened its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Activest Wealth Management Decreases Stake in Alibaba Group Holding Limited (NYSE:BABA)
Activest Wealth Management decreased its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 15.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Coronation Fund Managers Ltd. Sells 243,280 Shares of Skechers U.S.A., Inc. (NYSE:SKX)
Coronation Fund Managers Ltd. cut its position in Skechers U.S.A., Inc. (NYSE:SKX – Free Report) by 48.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Liberty Capital Management Inc. Increases Position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)
Liberty Capital Management Inc. lifted its position in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent filing... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Purchased by OMC Financial Services LTD
OMC Financial Services LTD grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 0.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,485 shares... More of this article »
Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Activest Wealth Management’s 10th Largest Position
Activest Wealth Management grew its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Stephens Investment Management Group LLC Purchases 70,875 Shares of BioLife Solutions, Inc. (NASDAQ:BLFS)
Stephens Investment Management Group LLC increased its holdings in BioLife Solutions, Inc. (NASDAQ:BLFS – Free Report) by 16.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 495,970 shares of the medical equipment... More of this article »
Newbridge Financial Services Group Inc. Grows Position in NuScale Power Co. (NYSE:SMR)
Newbridge Financial Services Group Inc. increased its position in NuScale Power Co. (NYSE:SMR – Free Report) by 99.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Newbridge Financial Services Group Inc. Makes New Investment in iShares U.S. Technology ETF (NYSEARCA:IYW)
Newbridge Financial Services Group Inc. purchased a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Stephens Inc. AR Lowers Stock Position in FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP)
Stephens Inc. AR decreased its position in FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP – Free Report) by 25.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Leonardo DRS, Inc. (NASDAQ:DRS) Stock Position Reduced by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC trimmed its position in Leonardo DRS, Inc. (NASDAQ:DRS – Free Report) by 15.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 802,920 shares of the company’s... More of this article »
Howland Capital Management LLC Purchases Shares of 5,153 Brown & Brown, Inc. (NYSE:BRO)
Howland Capital Management LLC acquired a new position in Brown & Brown, Inc. (NYSE:BRO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Apollon Wealth Management LLC Purchases 40,947 Shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)
Apollon Wealth Management LLC boosted its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 92.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Markel Group Inc. (NYSE:MKL) Receives Consensus Recommendation of “Reduce” from Analysts
Shares of Markel Group Inc. (NYSE:MKL – Get Free Report) have been given a consensus recommendation of “Reduce” by the six analysts that are presently covering the company, Marketbeat Ratings reports. One analyst... More of this article »
Howland Capital Management LLC Purchases Shares of 4,477 State Street Co. (NYSE:STT)
Howland Capital Management LLC acquired a new position in State Street Co. (NYSE:STT – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 4,477 shares of the asset manager’s stock, valued... More of this article »
Stephens Inc. AR Sells 84 Shares of TransDigm Group Incorporated (NYSE:TDG)
Stephens Inc. AR trimmed its position in shares of TransDigm Group Incorporated (NYSE:TDG – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
11,604 Shares in The Procter & Gamble Company (NYSE:PG) Bought by Elevate Capital Advisors LLC
Elevate Capital Advisors LLC acquired a new stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Luminvest Wealth Management LLC Buys 58,804 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)
Luminvest Wealth Management LLC grew its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
WCM Investment Management LLC Invests $12.42 Million in Cadre Holdings, Inc. (NYSE:CDRE)
WCM Investment Management LLC acquired a new stake in Cadre Holdings, Inc. (NYSE:CDRE – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Entropy Technologies LP Sells 11,133 Shares of Pinnacle West Capital Co. (NYSE:PNW)
Entropy Technologies LP lowered its position in Pinnacle West Capital Co. (NYSE:PNW – Free Report) by 36.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,181 shares of... More of this article »
Thompson Investment Management Inc. Buys Shares of 150 SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Thompson Investment Management Inc. purchased a new position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Entropy Technologies LP Grows Stake in EnLink Midstream, LLC (NYSE:ENLC)
Entropy Technologies LP increased its holdings in EnLink Midstream, LLC (NYSE:ENLC – Free Report) by 82.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 105,406... More of this article »