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Peak Financial Management Inc. Has $222,000 Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Peak Financial Management Inc. raised its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 96.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
E Fund Management Hong Kong Co. Ltd. Buys Shares of 123 Arthur J. Gallagher & Co. (NYSE:AJG)
E Fund Management Hong Kong Co. Ltd. purchased a new stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 123 shares... More of this article »
First Citizens Bank & Trust Co. Has $1.11 Million Stock Holdings in Fiserv, Inc. (NYSE:FI)
First Citizens Bank & Trust Co. grew its position in Fiserv, Inc. (NYSE:FI – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,424 shares... More of this article »
Crescent Grove Advisors LLC Purchases 84 Shares of BlackRock, Inc. (NYSE:BLK)
Crescent Grove Advisors LLC grew its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 28.0% in the fourth quarter, Holdings Channel reports. The fund owned 384 shares of the asset manager’s stock after acquiring... More of this article »
Petix & Botte Co Has $730,000 Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Petix & Botte Co cut its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 16,577 shares of the exchange traded fund’s... More of this article »
ETF Portfolio Partners Inc. Boosts Holdings in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)
ETF Portfolio Partners Inc. lifted its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 76.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 91,847 shares of the company’s stock... More of this article »
Register Financial Advisors LLC Decreases Stake in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR)
Register Financial Advisors LLC cut its stake in shares of First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 9.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Kingswood Wealth Advisors LLC Cuts Position in Trane Technologies plc (NYSE:TT)
Kingswood Wealth Advisors LLC reduced its stake in Trane Technologies plc (NYSE:TT – Free Report) by 7.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 11,992 shares of the company’s... More of this article »
Kingswood Wealth Advisors LLC Boosts Holdings in Honeywell International Inc. (NASDAQ:HON)
Kingswood Wealth Advisors LLC raised its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 21.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 22,181 shares... More of this article »
First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Shares Bought by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC boosted its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 18.7% during the 4th quarter, HoldingsChannel reports. The firm owned 735,195 shares of the... More of this article »
Register Financial Advisors LLC Has $470,000 Position in Custom Truck One Source, Inc. (NYSE:CTOS)
Register Financial Advisors LLC cut its holdings in Custom Truck One Source, Inc. (NYSE:CTOS – Free Report) by 29.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bristol-Myers Squibb (NYSE:BMY) Shares Acquired by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC raised its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Position Decreased by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC cut its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 8.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,358 shares of the company’s... More of this article »
Kingswood Wealth Advisors LLC Acquires 25,454 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)
Kingswood Wealth Advisors LLC lifted its stake in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 36.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
PFG Investments LLC Acquires 184 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
PFG Investments LLC increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 20,923 shares of the wireless technology company’s... More of this article »
Affiance Financial LLC Purchases 235 Shares of The Procter & Gamble Company (NYSE:PG)
Affiance Financial LLC lifted its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 9.3% during the 4th quarter, HoldingsChannel reports. The fund owned 2,755 shares of the company’s stock after... More of this article »
Register Financial Advisors LLC Acquires 1,166 Shares of Gladstone Commercial Co. (NASDAQ:GOOD)
Register Financial Advisors LLC increased its stake in shares of Gladstone Commercial Co. (NASDAQ:GOOD – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Register Financial Advisors LLC Acquires 41,429 Shares of MDU Resources Group, Inc. (NYSE:MDU)
Register Financial Advisors LLC lifted its stake in shares of MDU Resources Group, Inc. (NYSE:MDU – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Geneos Wealth Management Inc. Has $1.45 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)
Geneos Wealth Management Inc. decreased its position in Pfizer Inc. (NYSE:PFE – Free Report) by 10.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 54,544 shares of the biopharmaceutical... More of this article »
Legacy Financial Group LLC Reduces Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)
Legacy Financial Group LLC trimmed its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The fund owned 119,071 shares of the company’s... More of this article »
PFG Investments LLC Sells 12,882 Shares of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI)
PFG Investments LLC lowered its position in Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report) by 5.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 226,677 shares of the real... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Stake Increased by Insight Inv LLC
Insight Inv LLC raised its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 21.2% during the fourth quarter, HoldingsChannel reports. The fund owned 714 shares of the retailer’s stock after acquiring... More of this article »
Jacksonville Wealth Management LLC Invests $394,000 in Costco Wholesale Co. (NASDAQ:COST)
Jacksonville Wealth Management LLC bought a new position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Petix & Botte Co Sells 13,735 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)
Petix & Botte Co cut its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 27.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 36,465 shares of the exchange traded fund’s stock... More of this article »
Register Financial Advisors LLC Reduces Stock Position in Alta Equipment Group Inc. (NYSE:ALTG)
Register Financial Advisors LLC cut its stake in Alta Equipment Group Inc. (NYSE:ALTG – Free Report) by 33.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 223,195 shares of the company’s stock after... More of this article »
PFG Investments LLC Sells 1,552 Shares of InterDigital, Inc. (NASDAQ:IDCC)
PFG Investments LLC reduced its holdings in shares of InterDigital, Inc. (NASDAQ:IDCC – Free Report) by 10.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 12,755 shares of the Wireless communications provider’s... More of this article »
Strategic Investment Advisors MI Lowers Position in General Mills, Inc. (NYSE:GIS)
Strategic Investment Advisors MI lowered its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 1.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 13,333 shares of the company’s stock after... More of this article »
PFG Investments LLC Grows Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
PFG Investments LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 0.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 26,663 shares of the company’s... More of this article »
Strategic Investment Advisors MI Decreases Stake in Marriott International, Inc. (NASDAQ:MAR)
Strategic Investment Advisors MI lowered its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
High Net Worth Advisory Group LLC Buys 310 Shares of The Boeing Company (NYSE:BA)
High Net Worth Advisory Group LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 18.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is High Net Worth Advisory Group LLC’s 7th Largest Position
High Net Worth Advisory Group LLC grew its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Strategic Investment Advisors MI Boosts Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Strategic Investment Advisors MI raised its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Barrick Gold Corp (NYSE:GOLD) Shares Sold by Maj Invest Holding A S
Maj Invest Holding A S reduced its holdings in shares of Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 4.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 464,699 shares of the... More of this article »
Strategic Investment Advisors MI Raises Stock Position in Vanguard Value ETF (NYSEARCA:VTV)
Strategic Investment Advisors MI increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.4% during the 4th quarter, Holdings Channel reports. The firm owned 244,328 shares of the company’s stock... More of this article »
Tennessee Valley Asset Management Partners Has $1.01 Million Stock Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)
Tennessee Valley Asset Management Partners reduced its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 33.7% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
PDD Holdings Inc. (NASDAQ:PDD) is RV Capital AG’s 6th Largest Position
RV Capital AG raised its holdings in shares of PDD Holdings Inc. (NASDAQ:PDD – Free Report) by 8.2% during the 4th quarter, HoldingsChannel reports. The fund owned 345,489 shares of the company’s stock after purchasing... More of this article »
Armbruster Capital Management Inc. Sells 800 Shares of Invesco S&P 500 Enhanced Value ETF (NYSEARCA:SPVU)
Armbruster Capital Management Inc. lessened its position in shares of Invesco S&P 500 Enhanced Value ETF (NYSEARCA:SPVU – Free Report) by 0.5% in the fourth quarter, HoldingsChannel reports. The fund owned 167,103 shares... More of this article »
Vanguard U.S. Quality Factor ETF (BATS:VFQY) Shares Acquired by Armbruster Capital Management Inc.
Armbruster Capital Management Inc. increased its position in Vanguard U.S. Quality Factor ETF (BATS:VFQY – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Sells 22,350 Shares of Endeavour Silver Corp. (NYSE:EXK)
Stonehage Fleming Financial Services Holdings Ltd lowered its stake in Endeavour Silver Corp. (NYSE:EXK – Free Report) (TSE:EDR) by 48.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Purchases New Shares in Embraer S.A. (NYSE:ERJ)
Stonehage Fleming Financial Services Holdings Ltd acquired a new position in Embraer S.A. (NYSE:ERJ – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Sells 9,262 Shares of Uber Technologies, Inc. (NYSE:UBER)
Stonehage Fleming Financial Services Holdings Ltd lowered its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 23.7% during the 4th quarter, Holdings Channel reports. The firm owned 29,786 shares of the ride-sharing... More of this article »
CenterPoint Energy, Inc. (NYSE:CNP) Position Reduced by Maple Brown Abbott Ltd
Maple Brown Abbott Ltd lessened its position in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 39.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 977,230 shares of the utilities... More of this article »
Stryker Co. (NYSE:SYK) is Stonehage Fleming Financial Services Holdings Ltd’s 10th Largest Position
Stonehage Fleming Financial Services Holdings Ltd trimmed its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 4.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 453,104 shares of the medical... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Invests $599,000 in Barclays PLC (NYSE:BCS)
Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in Barclays PLC (NYSE:BCS) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Granite Group Advisors LLC Sells 169 Shares of Linde plc (NASDAQ:LIN)
Granite Group Advisors LLC cut its stake in Linde plc (NASDAQ:LIN – Free Report) by 19.8% in the 4th quarter, Holdings Channel reports. The fund owned 686 shares of the basic materials company’s stock after selling 169... More of this article »
Wells Fargo & Company (NYSE:WFC) Shares Sold by Novare Capital Management LLC
Novare Capital Management LLC reduced its stake in Wells Fargo & Company (NYSE:WFC) by 7.1% in the fourth quarter, HoldingsChannel reports. The fund owned 3,399 shares of the financial services provider’s stock after selling... More of this article »
Granite Group Advisors LLC Cuts Stake in Nu Holdings Ltd. (NYSE:NU)
Granite Group Advisors LLC cut its holdings in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 21.4% during the 4th quarter, HoldingsChannel reports. The fund owned 15,429 shares of the company’s stock after selling... More of this article »
hVIVO (LON:HVO) Trading 9.9% Higher – Should You Buy?
hVIVO plc (LON:HVO – Get Free Report)’s share price was up 9.9% during mid-day trading on Monday . The stock traded as high as GBX 21.50 ($0.27) and last traded at GBX 21.24 ($0.26). Approximately 2,611,591 shares changed... More of this article »