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Image for Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Sold by Miller Investment Management LP

Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Sold by Miller Investment Management LP

Miller Investment Management LP lowered its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 0.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for LaSalle St. Investment Advisors LLC Grows Position in Lockheed Martin Co. (NYSE:LMT)

LaSalle St. Investment Advisors LLC Grows Position in Lockheed Martin Co. (NYSE:LMT)

LaSalle St. Investment Advisors LLC boosted its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 519.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,982 shares of the aerospace... More of this article »
Image for Synovus Financial Corp Reduces Stake in Netflix, Inc. (NASDAQ:NFLX)

Synovus Financial Corp Reduces Stake in Netflix, Inc. (NASDAQ:NFLX)

Synovus Financial Corp reduced its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 33.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by Belpointe Asset Management LLC

NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by Belpointe Asset Management LLC

Belpointe Asset Management LLC raised its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 12.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for CreativeOne Wealth LLC Has $6.93 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

CreativeOne Wealth LLC Has $6.93 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

CreativeOne Wealth LLC raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 15.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 45,551 shares of the company’s stock... More of this article »
Image for Reynders McVeigh Capital Management LLC Reduces Holdings in Pfizer Inc. (NYSE:PFE)

Reynders McVeigh Capital Management LLC Reduces Holdings in Pfizer Inc. (NYSE:PFE)

Reynders McVeigh Capital Management LLC lessened its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Rossby Financial LCC Makes New $553,000 Investment in McDonald’s Co. (NYSE:MCD)

Rossby Financial LCC Makes New $553,000 Investment in McDonald’s Co. (NYSE:MCD)

Rossby Financial LCC bought a new position in McDonald’s Co. (NYSE:MCD – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund bought 1,906 shares of the fast-food giant’s stock, valued at approximately... More of this article »
Image for CM Wealth Advisors LLC Invests $222,000 in Morgan Stanley (NYSE:MS)

CM Wealth Advisors LLC Invests $222,000 in Morgan Stanley (NYSE:MS)

CM Wealth Advisors LLC purchased a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 1,766 shares of the financial services provider’s... More of this article »
Image for CM Wealth Advisors LLC Has $1.27 Million Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

CM Wealth Advisors LLC Has $1.27 Million Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

CM Wealth Advisors LLC lessened its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 42.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Madden Advisory Services Inc. Has $6.67 Million Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Madden Advisory Services Inc. Has $6.67 Million Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Madden Advisory Services Inc. lessened its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 88,214 shares of the exchange traded fund’s... More of this article »
Image for Value Partners Investments Inc. Increases Holdings in Lowe’s Companies, Inc. (NYSE:LOW)

Value Partners Investments Inc. Increases Holdings in Lowe’s Companies, Inc. (NYSE:LOW)

Value Partners Investments Inc. increased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 5.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Charis Legacy Partners LLC Makes New $2.45 Million Investment in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Charis Legacy Partners LLC Makes New $2.45 Million Investment in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Charis Legacy Partners LLC acquired a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Value Partners Investments Inc. Purchases 190 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Value Partners Investments Inc. Purchases 190 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Value Partners Investments Inc. raised its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 6.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Value Partners Investments Inc. Purchases 749 Shares of Zoetis Inc. (NYSE:ZTS)

Value Partners Investments Inc. Purchases 749 Shares of Zoetis Inc. (NYSE:ZTS)

Value Partners Investments Inc. increased its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for 2,451 Shares in Accenture plc (NYSE:ACN) Acquired by Causeway Capital Management LLC

2,451 Shares in Accenture plc (NYSE:ACN) Acquired by Causeway Capital Management LLC

Causeway Capital Management LLC acquired a new position in Accenture plc (NYSE:ACN – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 2,451 shares... More of this article »
Image for Mettler-Toledo International Inc. (NYSE:MTD) Shares Purchased by Promethos Capital LLC

Mettler-Toledo International Inc. (NYSE:MTD) Shares Purchased by Promethos Capital LLC

Promethos Capital LLC grew its stake in shares of Mettler-Toledo International Inc. (NYSE:MTD – Free Report) by 3.5% during the fourth quarter, HoldingsChannel reports. The firm owned 1,770 shares of the medical instruments... More of this article »
Image for Trustmark National Bank Trust Department Cuts Stake in Citigroup Inc. (NYSE:C)

Trustmark National Bank Trust Department Cuts Stake in Citigroup Inc. (NYSE:C)

Trustmark National Bank Trust Department lessened its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Chiron Investment Management LLC Makes New $404,000 Investment in Palantir Technologies Inc. (NASDAQ:PLTR)

Chiron Investment Management LLC Makes New $404,000 Investment in Palantir Technologies Inc. (NASDAQ:PLTR)

Chiron Investment Management LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 5,344 shares of the company’s stock,... More of this article »
Image for Aware Super Pty Ltd as trustee of Aware Super Buys New Shares in Arista Networks, Inc. (NYSE:ANET)

Aware Super Pty Ltd as trustee of Aware Super Buys New Shares in Arista Networks, Inc. (NYSE:ANET)

Aware Super Pty Ltd as trustee of Aware Super purchased a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Chiron Investment Management LLC Buys 40,118 Shares of Arista Networks, Inc. (NYSE:ANET)

Chiron Investment Management LLC Buys 40,118 Shares of Arista Networks, Inc. (NYSE:ANET)

Chiron Investment Management LLC raised its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 404.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Bragg Financial Advisors Inc Acquires 6,038 Shares of Stryker Co. (NYSE:SYK)

Bragg Financial Advisors Inc Acquires 6,038 Shares of Stryker Co. (NYSE:SYK)

Bragg Financial Advisors Inc raised its holdings in Stryker Co. (NYSE:SYK – Free Report) by 151.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Bragg Financial Advisors Inc Lowers Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Bragg Financial Advisors Inc Lowers Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Bragg Financial Advisors Inc lessened its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for LaSalle St. Investment Advisors LLC Acquires 580 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

LaSalle St. Investment Advisors LLC Acquires 580 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

LaSalle St. Investment Advisors LLC boosted its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 31.3% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Illumina, Inc. (NASDAQ:ILMN) Stake Lifted by Senvest Management LLC

Illumina, Inc. (NASDAQ:ILMN) Stake Lifted by Senvest Management LLC

Senvest Management LLC grew its holdings in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 19.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,070,292... More of this article »
Image for 1,089 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Broyhill Asset Management

1,089 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Broyhill Asset Management

Broyhill Asset Management acquired a new position in The Home Depot, Inc. (NYSE:HD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Dagco Inc.

Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Dagco Inc.

Dagco Inc. reduced its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 11.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 5,035 shares of the company’s... More of this article »
Image for Hanlon Investment Management Inc. Grows Stake in Netflix, Inc. (NASDAQ:NFLX)

Hanlon Investment Management Inc. Grows Stake in Netflix, Inc. (NASDAQ:NFLX)

Hanlon Investment Management Inc. boosted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.4% during the 4th quarter, Holdings Channel reports. The firm owned 358 shares of the Internet television network’s... More of this article »
Image for Canada Post Corp Registered Pension Plan Takes $4.30 Million Position in Baker Hughes (NASDAQ:BKR)

Canada Post Corp Registered Pension Plan Takes $4.30 Million Position in Baker Hughes (NASDAQ:BKR)

Canada Post Corp Registered Pension Plan acquired a new stake in Baker Hughes (NASDAQ:BKR – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 104,753 shares of the company’s stock, valued... More of this article »
Image for Canada Post Corp Registered Pension Plan Invests $7.30 Million in Colgate-Palmolive (NYSE:CL)

Canada Post Corp Registered Pension Plan Invests $7.30 Million in Colgate-Palmolive (NYSE:CL)

Canada Post Corp Registered Pension Plan purchased a new stake in Colgate-Palmolive (NYSE:CL – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 80,246 shares of the company’s stock, valued at... More of this article »
Image for Canada Post Corp Registered Pension Plan Acquires Shares of 111,872 NextEra Energy, Inc. (NYSE:NEE)

Canada Post Corp Registered Pension Plan Acquires Shares of 111,872 NextEra Energy, Inc. (NYSE:NEE)

Canada Post Corp Registered Pension Plan bought a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 111,872 shares... More of this article »
Image for 7,267 Shares in Netflix, Inc. (NASDAQ:NFLX) Acquired by Canada Post Corp Registered Pension Plan

7,267 Shares in Netflix, Inc. (NASDAQ:NFLX) Acquired by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan bought a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 7,267 shares of the Internet television network’s... More of this article »
Image for Savvy Advisors Inc. Boosts Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Savvy Advisors Inc. Boosts Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Savvy Advisors Inc. lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 25.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Savvy Advisors Inc. Boosts Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Savvy Advisors Inc. Boosts Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Savvy Advisors Inc. grew its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 13.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 14,348 shares of the exchange traded fund’s... More of this article »
Image for Madden Advisory Services Inc. Acquires 117 Shares of VanEck Semiconductor ETF (NASDAQ:SMH)

Madden Advisory Services Inc. Acquires 117 Shares of VanEck Semiconductor ETF (NASDAQ:SMH)

Madden Advisory Services Inc. grew its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 5.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,238 shares of the company’s... More of this article »
Image for Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Bought by Trustmark National Bank Trust Department

Vanguard Large-Cap ETF (NYSEARCA:VV) Shares Bought by Trustmark National Bank Trust Department

Trustmark National Bank Trust Department grew its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 23.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Rossby Financial LCC Acquires Shares of 9,062 Agnico Eagle Mines Limited (NYSE:AEM)

Rossby Financial LCC Acquires Shares of 9,062 Agnico Eagle Mines Limited (NYSE:AEM)

Rossby Financial LCC bought a new position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Stone House Investment Management LLC Has $481,000 Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Stone House Investment Management LLC Has $481,000 Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Stone House Investment Management LLC reduced its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 17.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Peninsula Wealth LLC Decreases Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Peninsula Wealth LLC Decreases Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Peninsula Wealth LLC lessened its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.0% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Value Partners Investments Inc. Sells 389 Shares of Danaher Co. (NYSE:DHR)

Value Partners Investments Inc. Sells 389 Shares of Danaher Co. (NYSE:DHR)

Value Partners Investments Inc. lowered its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 21.0% during the fourth quarter, HoldingsChannel reports. The firm owned 1,465 shares of the conglomerate’s stock after... More of this article »
Image for Charis Legacy Partners LLC Invests $627,000 in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Charis Legacy Partners LLC Invests $627,000 in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Charis Legacy Partners LLC purchased a new stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 4th quarter, Holdings Channel reports. The fund purchased 4,912 shares of the company’s... More of this article »
Image for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Holdings Lifted by AlpInvest Partners B.V.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Holdings Lifted by AlpInvest Partners B.V.

AlpInvest Partners B.V. raised its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 191.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,849 shares... More of this article »
Image for Value Partners Investments Inc. Acquires 254 Shares of AMETEK, Inc. (NYSE:AME)

Value Partners Investments Inc. Acquires 254 Shares of AMETEK, Inc. (NYSE:AME)

Value Partners Investments Inc. lifted its holdings in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Forest Avenue Capital Management LP Makes New $48.37 Million Investment in Delta Air Lines, Inc. (NYSE:DAL)

Forest Avenue Capital Management LP Makes New $48.37 Million Investment in Delta Air Lines, Inc. (NYSE:DAL)

Forest Avenue Capital Management LP bought a new stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 799,485 shares of the transportation company’s... More of this article »
Image for Infosys Limited (NYSE:INFY) Shares Purchased by Causeway Capital Management LLC

Infosys Limited (NYSE:INFY) Shares Purchased by Causeway Capital Management LLC

Causeway Capital Management LLC raised its stake in Infosys Limited (NYSE:INFY – Free Report) by 1.7% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 546,743 shares of the technology... More of this article »
Image for Keystone Financial Group Purchases 715 Shares of Altria Group, Inc. (NYSE:MO)

Keystone Financial Group Purchases 715 Shares of Altria Group, Inc. (NYSE:MO)

Keystone Financial Group increased its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 8.2% in the fourth quarter, HoldingsChannel reports. The firm owned 9,483 shares of the company’s stock after buying... More of this article »
Image for Altria Group, Inc. (NYSE:MO) Shares Acquired by SageView Advisory Group LLC

Altria Group, Inc. (NYSE:MO) Shares Acquired by SageView Advisory Group LLC

SageView Advisory Group LLC boosted its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Causeway Capital Management LLC Lowers Position in Vipshop Holdings Limited (NYSE:VIPS)

Causeway Capital Management LLC Lowers Position in Vipshop Holdings Limited (NYSE:VIPS)

Causeway Capital Management LLC lessened its stake in Vipshop Holdings Limited (NYSE:VIPS – Free Report) by 84.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Chiron Investment Management LLC Grows Stock Position in Digital Realty Trust, Inc. (NYSE:DLR)

Chiron Investment Management LLC Grows Stock Position in Digital Realty Trust, Inc. (NYSE:DLR)

Chiron Investment Management LLC boosted its holdings in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 118.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 3,371 Shares in Atlassian Co. (NASDAQ:TEAM) Acquired by Chiron Investment Management LLC

3,371 Shares in Atlassian Co. (NASDAQ:TEAM) Acquired by Chiron Investment Management LLC

Chiron Investment Management LLC acquired a new stake in Atlassian Co. (NASDAQ:TEAM – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Bath & Body Works, Inc. (NYSE:BBWI) Shares Purchased by Forest Avenue Capital Management LP

Bath & Body Works, Inc. (NYSE:BBWI) Shares Purchased by Forest Avenue Capital Management LP

Forest Avenue Capital Management LP raised its stake in shares of Bath & Body Works, Inc. (NYSE:BBWI – Free Report) by 39.3% during the fourth quarter, Holdings Channel reports. The firm owned 2,044,191 shares of the company’s... More of this article »