Home » Author Archive
Bristol-Myers Squibb (NYSE:BMY) Shares Sold by Cary Street Partners Asset Management LLC
Cary Street Partners Asset Management LLC reduced its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 29.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cary Street Partners Asset Management LLC Has $216,000 Holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS)
Cary Street Partners Asset Management LLC decreased its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 27.0% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Brandywine Oak Private Wealth LLC Invests $200,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Brandywine Oak Private Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Savant Capital LLC Has $4.09 Million Stake in The Walt Disney Company (NYSE:DIS)
Savant Capital LLC lifted its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 1.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,296 shares... More of this article »
JFG Wealth Management LLC Takes $242,000 Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
JFG Wealth Management LLC purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 3,946 shares... More of this article »
Oracle Co. (NYSE:ORCL) Shares Bought by Summit Financial LLC
Summit Financial LLC raised its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 9.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 18,514 shares of the enterprise software provider’s... More of this article »
Wilbanks Smith & Thomas Asset Management LLC Has $4.58 Million Stake in Merck & Co., Inc. (NYSE:MRK)
Wilbanks Smith & Thomas Asset Management LLC reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Great Valley Advisor Group Inc. Buys 2,428 Shares of Honeywell International Inc. (NASDAQ:HON)
Great Valley Advisor Group Inc. increased its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Y.D. More Investments Ltd Sells 1,605 Shares of American Express (NYSE:AXP)
Y.D. More Investments Ltd cut its position in American Express (NYSE:AXP) by 66.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 820 shares of the payment services company’s stock after selling 1,605 shares... More of this article »
Cannell & Co. Raises Stock Position in The Sherwin-Williams Company (NYSE:SHW)
Cannell & Co. lifted its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Shares Sold by Victory Capital Management Inc.
Victory Capital Management Inc. lowered its position in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 24.7% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Victory Capital Management Inc. Sells 112,730 Shares of Amgen Inc. (NASDAQ:AMGN)
Victory Capital Management Inc. reduced its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 11.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Triumph Capital Management Has $304,000 Position in Toast, Inc. (NYSE:TOST)
Triumph Capital Management increased its holdings in shares of Toast, Inc. (NYSE:TOST – Free Report) by 21.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
2,923 Shares in EOG Resources, Inc. (NYSE:EOG) Acquired by Triumph Capital Management
Triumph Capital Management purchased a new position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased... More of this article »
LGT Group Foundation Sells 8,304 Shares of NetApp, Inc. (NASDAQ:NTAP)
LGT Group Foundation trimmed its stake in NetApp, Inc. (NASDAQ:NTAP – Free Report) by 2.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
LGT Group Foundation Reduces Position in Marathon Petroleum Co. (NYSE:MPC)
LGT Group Foundation trimmed its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Wilbanks Smith & Thomas Asset Management LLC Purchases 903 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Wilbanks Smith & Thomas Asset Management LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing... More of this article »
96,309 Shares in Haleon plc (NYSE:HLN) Bought by Heritage Wealth Management LLC
Heritage Wealth Management LLC acquired a new position in Haleon plc (NYSE:HLN – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 96,309 shares of the company’s stock,... More of this article »
New York Life Investment Management LLC Trims Stock Holdings in Chubb Limited (NYSE:CB)
New York Life Investment Management LLC lowered its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 18.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Armstrong World Industries, Inc. (NYSE:AWI) Shares Sold by Howe & Rusling Inc.
Howe & Rusling Inc. trimmed its holdings in shares of Armstrong World Industries, Inc. (NYSE:AWI – Free Report) by 15.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Savant Capital LLC Decreases Stock Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
Savant Capital LLC cut its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
DiNuzzo Private Wealth Inc. Makes New Investment in AbbVie Inc. (NYSE:ABBV)
DiNuzzo Private Wealth Inc. acquired a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Norden Group LLC Cuts Stock Position in Charles River Laboratories International, Inc. (NYSE:CRL)
Norden Group LLC lowered its holdings in shares of Charles River Laboratories International, Inc. (NYSE:CRL – Free Report) by 25.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
First Trust Direct Indexing L.P. Boosts Holdings in ORIX Co. (NYSE:IX)
First Trust Direct Indexing L.P. increased its stake in shares of ORIX Co. (NYSE:IX – Free Report) by 14.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,421 shares of the... More of this article »
Triumph Capital Management Acquires New Holdings in LHA Risk-Managed Income ETF (NYSEARCA:RMIF)
Triumph Capital Management acquired a new stake in LHA Risk-Managed Income ETF (NYSEARCA:RMIF – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Victory Capital Management Inc. Buys 202,303 Shares of Matador Resources (NYSE:MTDR)
Victory Capital Management Inc. raised its stake in Matador Resources (NYSE:MTDR – Free Report) by 6.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,430,593 shares of the energy... More of this article »
LGT Fund Management Co Ltd. Increases Stock Holdings in AerCap Holdings (NYSE:AER)
LGT Fund Management Co Ltd. increased its holdings in shares of AerCap Holdings (NYSE:AER – Free Report) by 6.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Fisher Asset Management LLC Sells 116,689 Shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)
Fisher Asset Management LLC cut its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
1,511 Shares in Pool Co. (NASDAQ:POOL) Purchased by Heritage Wealth Management LLC
Heritage Wealth Management LLC acquired a new position in Pool Co. (NASDAQ:POOL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Heritage Wealth Management LLC Makes New Investment in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)
Heritage Wealth Management LLC acquired a new stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Heritage Wealth Management LLC Makes New Investment in iShares Russell 2500 ETF (BATS:SMMD)
Heritage Wealth Management LLC bought a new stake in iShares Russell 2500 ETF (BATS:SMMD – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
ANSYS, Inc. (NASDAQ:ANSS) Shares Sold by McIlrath & Eck LLC
McIlrath & Eck LLC trimmed its stake in ANSYS, Inc. (NASDAQ:ANSS – Free Report) by 27.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
2,040 Shares in Steel Dynamics, Inc. (NASDAQ:STLD) Bought by Mach 1 Financial Group LLC
Mach 1 Financial Group LLC purchased a new stake in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund purchased 2,040 shares of the basic materials... More of this article »
Mach 1 Financial Group LLC Acquires New Position in Murphy USA Inc. (NYSE:MUSA)
Mach 1 Financial Group LLC purchased a new stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 721 shares of the specialty... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Cozad Asset Management Inc.
Cozad Asset Management Inc. lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Summit Financial LLC Has $958,000 Position in iShares U.S. Home Construction ETF (BATS:ITB)
Summit Financial LLC increased its stake in iShares U.S. Home Construction ETF (BATS:ITB – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Brighton Jones LLC Lowers Stock Holdings in Trane Technologies plc (NYSE:TT)
Brighton Jones LLC lessened its stake in shares of Trane Technologies plc (NYSE:TT – Free Report) by 8.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Great Valley Advisor Group Inc. Has $4.52 Million Stock Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Great Valley Advisor Group Inc. decreased its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Great Valley Advisor Group Inc. Lowers Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Great Valley Advisor Group Inc. reduced its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 22.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Searle & CO. Buys Shares of 1,500 Dover Co. (NYSE:DOV)
Searle & CO. bought a new stake in shares of Dover Co. (NYSE:DOV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,500 shares of the industrial... More of this article »
New York Life Investment Management LLC Has $17.49 Million Stock Position in Capri Holdings Limited (NYSE:CPRI)
New York Life Investment Management LLC lessened its stake in Capri Holdings Limited (NYSE:CPRI – Free Report) by 47.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Searle & CO. Makes New $112,000 Investment in Oculis Holding AG (NASDAQ:OCS)
Searle & CO. bought a new stake in Oculis Holding AG (NASDAQ:OCS – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 10,000 shares... More of this article »
ConocoPhillips (NYSE:COP) Shares Sold by New York Life Investment Management LLC
New York Life Investment Management LLC trimmed its stake in ConocoPhillips (NYSE:COP – Free Report) by 4.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 168,647 shares of the energy producer’s... More of this article »
Y.D. More Investments Ltd Has $142,000 Stock Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Y.D. More Investments Ltd grew its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 23.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Y.D. More Investments Ltd Acquires New Shares in BlackBerry Limited (NYSE:BB)
Y.D. More Investments Ltd purchased a new position in BlackBerry Limited (NYSE:BB – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Becton, Dickinson and Company (NYSE:BDX) Shares Sold by Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC lessened its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 80.0% in the fourth quarter, according to its most recent filing with the SEC. The firm... More of this article »
Quanta Services, Inc. (NYSE:PWR) Position Reduced by Certuity LLC
Certuity LLC reduced its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 18.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Savant Capital LLC Sells 130 Shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)
Savant Capital LLC trimmed its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »