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Image for Shakespeare Wealth Management LLC Sells 645 Shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Shakespeare Wealth Management LLC Sells 645 Shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Shakespeare Wealth Management LLC decreased its position in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Free Report) by 0.3% in the 4th quarter, Holdings Channel reports. The firm owned 187,121 shares of the... More of this article »
Image for Concentrum Wealth Management Acquires 2,500 Shares of Samsara Inc. (NYSE:IOT)

Concentrum Wealth Management Acquires 2,500 Shares of Samsara Inc. (NYSE:IOT)

Concentrum Wealth Management increased its stake in Samsara Inc. (NYSE:IOT – Free Report) by 17.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 16,900 shares of the company’s stock after buying... More of this article »
Image for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Purchased by Waterloo Capital L.P.

iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) Shares Purchased by Waterloo Capital L.P.

Waterloo Capital L.P. raised its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 44.1% during the fourth quarter, HoldingsChannel reports. The fund owned 15,946 shares of the company’s... More of this article »
Image for McKesson Co. (NYSE:MCK) Stock Position Trimmed by Wellspring Financial Advisors LLC

McKesson Co. (NYSE:MCK) Stock Position Trimmed by Wellspring Financial Advisors LLC

Wellspring Financial Advisors LLC decreased its position in McKesson Co. (NYSE:MCK – Free Report) by 20.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 406 shares of the company’s stock after selling... More of this article »
Image for Cerity Partners LLC Acquires 127,056 Shares of Vanguard Extended Market ETF (NYSEARCA:VXF)

Cerity Partners LLC Acquires 127,056 Shares of Vanguard Extended Market ETF (NYSEARCA:VXF)

Cerity Partners LLC raised its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 20.0% in the 4th quarter, Holdings Channel reports. The firm owned 761,649 shares of the company’s stock after... More of this article »
Image for Wedbush Securities Inc. Buys 3,513 Shares of iShares Bitcoin Trust (NASDAQ:IBIT)

Wedbush Securities Inc. Buys 3,513 Shares of iShares Bitcoin Trust (NASDAQ:IBIT)

Wedbush Securities Inc. boosted its position in iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) by 24.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 18,109 shares of the company’s stock after... More of this article »
Image for Cerity Partners LLC Sells 40,424 Shares of Visa Inc. (NYSE:V)

Cerity Partners LLC Sells 40,424 Shares of Visa Inc. (NYSE:V)

Cerity Partners LLC trimmed its position in Visa Inc. (NYSE:V – Free Report) by 4.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 897,281 shares of the credit-card processor’s... More of this article »
Image for Aristides Capital LLC Purchases New Position in Barrett Business Services, Inc. (NASDAQ:BBSI)

Aristides Capital LLC Purchases New Position in Barrett Business Services, Inc. (NASDAQ:BBSI)

Aristides Capital LLC acquired a new stake in Barrett Business Services, Inc. (NASDAQ:BBSI – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 7,758 shares of the business services... More of this article »
Image for Polymer Capital Management HK LTD Has $830,000 Position in NetEase, Inc. (NASDAQ:NTES)

Polymer Capital Management HK LTD Has $830,000 Position in NetEase, Inc. (NASDAQ:NTES)

Polymer Capital Management HK LTD lessened its position in NetEase, Inc. (NASDAQ:NTES – Free Report) by 85.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,300... More of this article »
Image for Resona Asset Management Co. Ltd. Acquires New Shares in AMETEK, Inc. (NYSE:AME)

Resona Asset Management Co. Ltd. Acquires New Shares in AMETEK, Inc. (NYSE:AME)

Resona Asset Management Co. Ltd. bought a new position in shares of AMETEK, Inc. (NYSE:AME – 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 »
Image for Perennial Investment Advisors LLC Has $360,000 Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Perennial Investment Advisors LLC Has $360,000 Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Perennial Investment Advisors LLC lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 80.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 14,972... More of this article »
Image for Trek Financial LLC Raises Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Trek Financial LLC Raises Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Trek Financial LLC increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 44.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,139 shares of the medical research company’s stock after... More of this article »
Image for Ritter Daniher Financial Advisory LLC DE Has $91,000 Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Ritter Daniher Financial Advisory LLC DE Has $91,000 Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Ritter Daniher Financial Advisory LLC DE lifted its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 97.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for 960,780 Shares in Platinum Group Metals Ltd. (NYSE:PLG) Bought by Trek Financial LLC

960,780 Shares in Platinum Group Metals Ltd. (NYSE:PLG) Bought by Trek Financial LLC

Trek Financial LLC purchased a new stake in Platinum Group Metals Ltd. (NYSE:PLG – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 960,780 shares of the company’s... More of this article »
Image for Polymer Capital Management HK LTD Has $408,000 Holdings in Delta Air Lines, Inc. (NYSE:DAL)

Polymer Capital Management HK LTD Has $408,000 Holdings in Delta Air Lines, Inc. (NYSE:DAL)

Polymer Capital Management HK LTD decreased its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 32.6% in the 4th quarter, Holdings Channel reports. The fund owned 6,742 shares of the transportation company’s... More of this article »
Image for Grantham Mayo Van Otterloo & Co. LLC Has $13.67 Million Stock Position in Coupang, Inc. (NYSE:CPNG)

Grantham Mayo Van Otterloo & Co. LLC Has $13.67 Million Stock Position in Coupang, Inc. (NYSE:CPNG)

Grantham Mayo Van Otterloo & Co. LLC boosted its stake in shares of Coupang, Inc. (NYSE:CPNG – Free Report) by 0.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 621,919 shares of the company’s... More of this article »
Image for Federated Hermes Inc. Sells 114,265 Shares of Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM)

Federated Hermes Inc. Sells 114,265 Shares of Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM)

Federated Hermes Inc. trimmed its position in shares of Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM – Free Report) by 6.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,549,635 shares of the company’s... More of this article »
Image for Dynamic Technology Lab Private Ltd Makes New Investment in Pentair plc (NYSE:PNR)

Dynamic Technology Lab Private Ltd Makes New Investment in Pentair plc (NYSE:PNR)

Dynamic Technology Lab Private Ltd purchased a new stake in Pentair plc (NYSE:PNR – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 7,273 shares of the industrial products company’s stock,... More of this article »
Image for Danaher Co. (NYSE:DHR) Shares Sold by Federated Hermes Inc.

Danaher Co. (NYSE:DHR) Shares Sold by Federated Hermes Inc.

Federated Hermes Inc. reduced its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 43.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Wedbush Securities Inc. Sells 345 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)

Wedbush Securities Inc. Sells 345 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)

Wedbush Securities Inc. decreased its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 3.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 9,471 shares of the... More of this article »
Image for Arete Wealth Advisors LLC Buys 483 Shares of Eastman Chemical (NYSE:EMN)

Arete Wealth Advisors LLC Buys 483 Shares of Eastman Chemical (NYSE:EMN)

Arete Wealth Advisors LLC raised its stake in Eastman Chemical (NYSE:EMN – Free Report) by 13.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Thoroughbred Financial Services LLC Boosts Stock Holdings in Boot Barn Holdings, Inc. (NYSE:BOOT)

Thoroughbred Financial Services LLC Boosts Stock Holdings in Boot Barn Holdings, Inc. (NYSE:BOOT)

Thoroughbred Financial Services LLC grew its stake in shares of Boot Barn Holdings, Inc. (NYSE:BOOT – Free Report) by 8.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,679 shares of the company’s... More of this article »
Image for Resona Asset Management Co. Ltd. Takes Position in Dover Co. (NYSE:DOV)

Resona Asset Management Co. Ltd. Takes Position in Dover Co. (NYSE:DOV)

Resona Asset Management Co. Ltd. purchased a new position in shares of Dover Co. (NYSE:DOV – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 50,865 shares of the industrial products company’s... More of this article »
Image for Sit Investment Associates Inc. Sells 625 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Sit Investment Associates Inc. Sells 625 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Sit Investment Associates Inc. lowered its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for ManpowerGroup Inc. (NYSE:MAN) Receives $69.33 Average Target Price from Analysts

ManpowerGroup Inc. (NYSE:MAN) Receives $69.33 Average Target Price from Analysts

ManpowerGroup Inc. (NYSE:MAN – Get Free Report) has been given a consensus recommendation of “Hold” by the six analysts that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated... More of this article »
Image for Peapack Gladstone Financial Corp Purchases 23 Shares of Intuit Inc. (NASDAQ:INTU)

Peapack Gladstone Financial Corp Purchases 23 Shares of Intuit Inc. (NASDAQ:INTU)

Peapack Gladstone Financial Corp raised its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 0.1% during the fourth quarter, Holdings Channel reports. The fund owned 17,849 shares of the software maker’s stock after... More of this article »
Image for Waterloo Capital L.P. Reduces Position in iShares Gold Trust (NYSEARCA:IAU)

Waterloo Capital L.P. Reduces Position in iShares Gold Trust (NYSEARCA:IAU)

Waterloo Capital L.P. lowered its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 11.5% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 32,080 shares of the exchange traded... More of this article »
Image for Sepio Capital LP Sells 75 Shares of IDEX Co. (NYSE:IEX)

Sepio Capital LP Sells 75 Shares of IDEX Co. (NYSE:IEX)

Sepio Capital LP lowered its stake in IDEX Co. (NYSE:IEX – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The firm owned 5,074 shares of the industrial products company’s stock after selling... More of this article »
Image for Grantham Mayo Van Otterloo & Co. LLC Has $9.41 Million Position in Radian Group Inc. (NYSE:RDN)

Grantham Mayo Van Otterloo & Co. LLC Has $9.41 Million Position in Radian Group Inc. (NYSE:RDN)

Grantham Mayo Van Otterloo & Co. LLC lessened its holdings in Radian Group Inc. (NYSE:RDN – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for 79,705 Shares in CleanSpark, Inc. (NASDAQ:CLSK) Acquired by Quadrant Capital Group LLC

79,705 Shares in CleanSpark, Inc. (NASDAQ:CLSK) Acquired by Quadrant Capital Group LLC

Quadrant Capital Group LLC acquired a new stake in CleanSpark, Inc. (NASDAQ:CLSK – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Titleist Asset Management LLC Trims Stake in Starbucks Co. (NASDAQ:SBUX)

Titleist Asset Management LLC Trims Stake in Starbucks Co. (NASDAQ:SBUX)

Titleist Asset Management LLC lessened its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 9.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Quadrant Capital Group LLC Raises Holdings in International Business Machines Co. (NYSE:IBM)

Quadrant Capital Group LLC Raises Holdings in International Business Machines Co. (NYSE:IBM)

Quadrant Capital Group LLC increased its position in International Business Machines Co. (NYSE:IBM – Free Report) by 8.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 7,279 shares of the... More of this article »
Image for Essential Properties Realty Trust, Inc. (NYSE:EPRT) Shares Sold by Russell Investments Group Ltd.

Essential Properties Realty Trust, Inc. (NYSE:EPRT) Shares Sold by Russell Investments Group Ltd.

Russell Investments Group Ltd. decreased its holdings in shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) by 6.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,781,866 shares of... More of this article »
Image for Dynamic Technology Lab Private Ltd Buys New Shares in Ameren Co. (NYSE:AEE)

Dynamic Technology Lab Private Ltd Buys New Shares in Ameren Co. (NYSE:AEE)

Dynamic Technology Lab Private Ltd purchased a new position in Ameren Co. (NYSE:AEE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for ExodusPoint Capital Management LP Purchases 9,475 Shares of Burlington Stores, Inc. (NYSE:BURL)

ExodusPoint Capital Management LP Purchases 9,475 Shares of Burlington Stores, Inc. (NYSE:BURL)

ExodusPoint Capital Management LP grew its position in Burlington Stores, Inc. (NYSE:BURL – Free Report) by 204.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 14,102 shares of the company’s... More of this article »
Image for Envestnet Asset Management Inc. Reduces Holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

Envestnet Asset Management Inc. Reduces Holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

Envestnet Asset Management Inc. reduced its position in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 7.6% in the 4th quarter, Holdings Channel reports. The firm owned 3,414,690 shares of the company’s... More of this article »
Image for Envestnet Asset Management Inc. Boosts Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Envestnet Asset Management Inc. Boosts Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Envestnet Asset Management Inc. raised its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Sit Investment Associates Inc. Acquires 400 Shares of Horace Mann Educators Co. (NYSE:HMN)

Sit Investment Associates Inc. Acquires 400 Shares of Horace Mann Educators Co. (NYSE:HMN)

Sit Investment Associates Inc. boosted its holdings in Horace Mann Educators Co. (NYSE:HMN – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Trexquant Investment LP Takes Position in Webster Financial Co. (NYSE:WBS)

Trexquant Investment LP Takes Position in Webster Financial Co. (NYSE:WBS)

Trexquant Investment LP purchased a new position in shares of Webster Financial Co. (NYSE:WBS – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 54,027 shares of the financial services provider’s... More of this article »
Image for KCM Investment Advisors LLC Has $156,000 Position in Cleveland-Cliffs Inc. (NYSE:CLF)

KCM Investment Advisors LLC Has $156,000 Position in Cleveland-Cliffs Inc. (NYSE:CLF)

KCM Investment Advisors LLC lessened its holdings in Cleveland-Cliffs Inc. (NYSE:CLF – Free Report) by 11.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 16,554 shares of the mining company’s stock after... More of this article »
Image for Resona Asset Management Co. Ltd. Makes New $10.52 Million Investment in Deckers Outdoor Co. (NYSE:DECK)

Resona Asset Management Co. Ltd. Makes New $10.52 Million Investment in Deckers Outdoor Co. (NYSE:DECK)

Resona Asset Management Co. Ltd. bought a new stake in shares of Deckers Outdoor Co. (NYSE:DECK – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 51,669 shares of the textile maker’s... More of this article »
Image for Massachusetts Financial Services Co. MA Lowers Position in Archer-Daniels-Midland Company (NYSE:ADM)

Massachusetts Financial Services Co. MA Lowers Position in Archer-Daniels-Midland Company (NYSE:ADM)

Massachusetts Financial Services Co. MA decreased its stake in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 0.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 390,988... More of this article »
Image for Arteris, Inc. (NASDAQ:AIP) VP Paul L. Alpern Sells 3,609 Shares

Arteris, Inc. (NASDAQ:AIP) VP Paul L. Alpern Sells 3,609 Shares

Arteris, Inc. (NASDAQ:AIP – Get Free Report) VP Paul L. Alpern sold 3,609 shares of the business’s stock in a transaction dated Friday, April 4th. The shares were sold at an average price of $6.03, for a total value of... More of this article »
Image for SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ) Shares Sold by Prudential PLC

SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ) Shares Sold by Prudential PLC

Prudential PLC cut its holdings in shares of SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ – Free Report) by 86.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 38,294 shares of the exchange traded... More of this article »
Image for 3M (NYSE:MMM) Position Cut by Prudential PLC

3M (NYSE:MMM) Position Cut by Prudential PLC

Prudential PLC lowered its holdings in shares of 3M (NYSE:MMM – Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Smith Moore & CO. Acquires 200 Shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Smith Moore & CO. Acquires 200 Shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Smith Moore & CO. grew its holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 9.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wells Fargo & Company MN Has $123.97 Million Stock Holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Wells Fargo & Company MN Has $123.97 Million Stock Holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Wells Fargo & Company MN grew its position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 3.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,826,293... More of this article »
Image for Vanguard Total World Stock ETF (NYSEARCA:VT) Shares Acquired by Wells Fargo & Company MN

Vanguard Total World Stock ETF (NYSEARCA:VT) Shares Acquired by Wells Fargo & Company MN

Wells Fargo & Company MN increased its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 3.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Thoroughbred Financial Services LLC Invests $481,000 in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Thoroughbred Financial Services LLC Invests $481,000 in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Thoroughbred Financial Services LLC acquired a new stake in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Image for Thoroughbred Financial Services LLC Grows Stake in The Brink’s Company (NYSE:BCO)

Thoroughbred Financial Services LLC Grows Stake in The Brink’s Company (NYSE:BCO)

Thoroughbred Financial Services LLC boosted its holdings in shares of The Brink’s Company (NYSE:BCO – Free Report) by 15.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »