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Clifford Swan Investment Counsel LLC Sells 1,132 Shares of Bank of America Co. (NYSE:BAC)
Clifford Swan Investment Counsel LLC trimmed its stake in Bank of America Co. (NYSE:BAC) by 2.2% in the 4th quarter, HoldingsChannel reports. The fund owned 49,939 shares of the financial services provider’s stock after selling... More of this article »
Broadridge Financial Solutions, Inc. (NYSE:BR) Shares Bought by Woodley Farra Manion Portfolio Management Inc.
Woodley Farra Manion Portfolio Management Inc. grew its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – 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 »
nVent Electric plc (NYSE:NVT) Shares Sold by Cape Investment Advisory Inc.
Cape Investment Advisory Inc. cut its holdings in nVent Electric plc (NYSE:NVT – Free Report) by 25.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 800 shares of the company’s stock... More of this article »
CubeSmart (NYSE:CUBE) Stake Boosted by B&I Capital AG
B&I Capital AG lifted its stake in shares of CubeSmart (NYSE:CUBE – Free Report) by 36.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Alesco Advisors LLC Sells 1,321 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)
Alesco Advisors LLC lessened its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 120,592 shares... More of this article »
Alesco Advisors LLC Purchases New Position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – March (NYSEARCA:GMAR)
Alesco Advisors LLC purchased a new stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – March (NYSEARCA:GMAR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 22,065 shares of... More of this article »
US Bancorp DE Sells 1,105 Shares of Arthur J. Gallagher & Co. (NYSE:AJG)
US Bancorp DE lessened its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 1.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
US Bancorp DE Acquires 560,405 Shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
US Bancorp DE raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 287.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL) Shares Sold by ACR Alpine Capital Research LLC
ACR Alpine Capital Research LLC trimmed its holdings in Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 16.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 5,145,235 shares of... More of this article »
Unified Investment Management Invests $1.16 Million in Zillow Group, Inc. (NASDAQ:ZG)
Unified Investment Management acquired a new stake in Zillow Group, Inc. (NASDAQ:ZG – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 16,347 shares of the technology company’s stock,... More of this article »
Cascade Wealth Advisors Inc Sells 1,000 Shares of National Bankshares, Inc. (NASDAQ:NKSH)
Cascade Wealth Advisors Inc reduced its position in shares of National Bankshares, Inc. (NASDAQ:NKSH – Free Report) by 9.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 9,679 shares of the bank’s... More of this article »
Kellanova (NYSE:K) Shares Acquired by Silphium Asset Management Ltd
Silphium Asset Management Ltd boosted its holdings in shares of Kellanova (NYSE:K – Free Report) by 177.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Oracle Co. (NYSE:ORCL) Shares Sold by Bellecapital International Ltd.
Bellecapital International Ltd. reduced its stake in Oracle Co. (NYSE:ORCL – Free Report) by 41.2% in the 4th quarter, Holdings Channel reports. The firm owned 2,058 shares of the enterprise software provider’s stock after... More of this article »
Plato Investment Management Ltd Has $2.42 Million Stock Holdings in Synchrony Financial (NYSE:SYF)
Plato Investment Management Ltd boosted its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 26.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
SBI Securities Co. Ltd. Invests $3.43 Million in Shell plc (NYSE:SHEL)
SBI Securities Co. Ltd. acquired a new position in Shell plc (NYSE:SHEL – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 54,797 shares of the energy company’s stock,... More of this article »
SBI Securities Co. Ltd. Purchases New Position in The Kraft Heinz Company (NASDAQ:KHC)
SBI Securities Co. Ltd. acquired a new position in The Kraft Heinz Company (NASDAQ:KHC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
ARK Genomic Revolution ETF (BATS:ARKG) Shares Sold by Bellecapital International Ltd.
Bellecapital International Ltd. trimmed its position in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 48.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
peaq (PEAQ) Trading Down 6.1% Over Last Week
peaq (PEAQ) traded up 6.5% against the US dollar during the one day period ending at 7:00 AM E.T. on March 3rd. Over the last week, peaq has traded 6.1% lower against the US dollar. peaq has a market capitalization of $108.24 million... More of this article »
Jones Financial Companies Lllp Purchases 296,453 Shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU)
Jones Financial Companies Lllp lifted its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 70.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Duncker Streett & Co. Inc. Sells 1,342 Shares of Elevance Health, Inc. (NYSE:ELV)
Duncker Streett & Co. Inc. lowered its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 89.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 150 shares of the company’s... More of this article »
SVB Wealth LLC Buys Shares of 16,335 Micron Technology, Inc. (NASDAQ:MU)
SVB Wealth LLC bought a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 4th quarter, HoldingsChannel reports. The firm bought 16,335 shares of the semiconductor manufacturer’s stock, valued... More of this article »
SBI Securities Co. Ltd. Makes New $1.55 Million Investment in SPDR Dow Jones REIT ETF (NYSEARCA:RWR)
SBI Securities Co. Ltd. bought a new position in shares of SPDR Dow Jones REIT ETF (NYSEARCA:RWR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 15,644 shares of the company’s... More of this article »
Bunzl (LON:BNZL) Posts Quarterly Earnings Results
Bunzl (LON:BNZL – Get Free Report) issued its quarterly earnings results on Monday. The company reported GBX 194.30 ($2.45) earnings per share (EPS) for the quarter, Digital Look Earnings reports. Bunzl had a return on equity... More of this article »
Digital Realty Trust, Inc. (NYSE:DLR) Shares Acquired by Jones Financial Companies Lllp
Jones Financial Companies Lllp boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 56.1% in the fourth quarter, HoldingsChannel reports. The firm owned 80,791 shares of the real estate investment... More of this article »
3,520 Shares in American Electric Power Company, Inc. (NASDAQ:AEP) Acquired by Asahi Life Asset Management CO. LTD.
Asahi Life Asset Management CO. LTD. acquired a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Jacobi Capital Management LLC Sells 542 Shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
Jacobi Capital Management LLC trimmed its holdings in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Meridian Wealth Management LLC Sells 2,374 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Meridian Wealth Management LLC reduced its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 54,017 shares of the company’s stock after selling... More of this article »
Kelly Financial Group LLC Purchases New Shares in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)
Kelly Financial Group LLC purchased a new position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 36,710 shares of the company’s... More of this article »
Bailard Inc. Has $1.88 Million Position in Ball Co. (NYSE:BALL)
Bailard Inc. reduced its stake in shares of Ball Co. (NYSE:BALL – Free Report) by 0.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 34,113 shares of the company’s stock after selling 253 shares during... More of this article »
Parkside Financial Bank & Trust Decreases Position in Fastenal (NASDAQ:FAST)
Parkside Financial Bank & Trust trimmed its position in shares of Fastenal (NASDAQ:FAST – Free Report) by 67.5% during the fourth quarter, Holdings Channel reports. The firm owned 1,631 shares of the company’s stock... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Bought by Verus Capital Partners LLC
Verus Capital Partners LLC raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 29,112 shares of the information services provider’s stock... More of this article »
Sage Rhino Capital LLC Cuts Position in Vanguard Total Bond Market ETF (NASDAQ:BND)
Sage Rhino Capital LLC lowered its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.7% in the 4th quarter, HoldingsChannel reports. The firm owned 92,725 shares of the company’s stock after... More of this article »
Bravias Capital Group LLC Takes Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Bravias Capital Group LLC purchased a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased... More of this article »
Bravias Capital Group LLC Invests $713,000 in Goldman Sachs BDC, Inc. (NYSE:GSBD)
Bravias Capital Group LLC acquired a new position in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 55,568 shares of the financial services provider’s... More of this article »
Sharkey Howes & Javer Purchases New Stake in Broadcom Inc. (NASDAQ:AVGO)
Sharkey Howes & Javer purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 960 shares of the semiconductor manufacturer’s... More of this article »
Cape Investment Advisory Inc. Lowers Stock Holdings in iShares Ethereum Trust ETF (NASDAQ:ETHA)
Cape Investment Advisory Inc. reduced its position in iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) by 11.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,465 shares of the company’s... More of this article »
Manhattan Associates, Inc. (NASDAQ:MANH) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Manhattan Associates, Inc. (NASDAQ:MANH – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the company, Marketbeat.com reports.... More of this article »
US Bancorp DE Buys 1,230 Shares of Graco Inc. (NYSE:GGG)
US Bancorp DE raised its stake in Graco Inc. (NYSE:GGG – Free Report) by 0.5% in the fourth quarter, Holdings Channel reports. The firm owned 225,127 shares of the industrial products company’s stock after acquiring an... More of this article »
ACR Alpine Capital Research LLC Reduces Stake in Barclays PLC (NYSE:BCS)
ACR Alpine Capital Research LLC decreased its position in shares of Barclays PLC (NYSE:BCS) by 8.2% during the fourth quarter, HoldingsChannel reports. The fund owned 936,922 shares of the financial services provider’s stock... More of this article »
HDFC Bank Limited (NYSE:HDB) Stake Lowered by NINE MASTS CAPITAL Ltd
NINE MASTS CAPITAL Ltd reduced its stake in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 5.7% during the 4th quarter, HoldingsChannel reports. The fund owned 588,638 shares of the bank’s stock after selling... More of this article »
Winslow Asset Management Inc. Sells 105 Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Winslow Asset Management Inc. cut its position in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Winslow Asset Management Inc. Reduces Position in Moelis & Company (NYSE:MC)
Winslow Asset Management Inc. decreased its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Los Angeles Capital Management LLC Sells 3,900 Shares of Alkami Technology, Inc. (NASDAQ:ALKT)
Los Angeles Capital Management LLC lowered its holdings in shares of Alkami Technology, Inc. (NASDAQ:ALKT – Free Report) by 14.1% during the fourth quarter, HoldingsChannel reports. The firm owned 23,803 shares of the company’s... More of this article »
Interactive Financial Advisors Inc. Sells 162 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)
Interactive Financial Advisors Inc. trimmed its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 3.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
ConocoPhillips (NYSE:COP) Shares Purchased by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC raised its position in ConocoPhillips (NYSE:COP – Free Report) by 34.6% in the fourth quarter, Holdings Channel reports. The fund owned 13,657 shares of the energy producer’s stock after... More of this article »
Wernau Asset Management Inc. Invests $750,000 in The Boston Beer Company, Inc. (NYSE:SAM)
Wernau Asset Management Inc. acquired a new stake in shares of The Boston Beer Company, Inc. (NYSE:SAM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Norden Group LLC Has $959,000 Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)
Norden Group LLC lessened its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 7.0% in the 4th quarter, Holdings Channel reports. The fund owned 41,720 shares of the company’s stock after selling... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Sold by Meridian Wealth Management LLC
Meridian Wealth Management LLC lowered its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 4.9% in the fourth quarter, Holdings Channel reports. The firm owned 13,263 shares of the company’s... More of this article »