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JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Sold by Foster & Motley Inc.
Foster & Motley Inc. decreased its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 12.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
1,900 Shares in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Purchased by American Capital Advisory LLC
American Capital Advisory LLC acquired a new position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor acquired 1,900 shares... More of this article »
JNBA Financial Advisors Sells 729 Shares of Novartis AG (NYSE:NVS)
JNBA Financial Advisors trimmed its stake in Novartis AG (NYSE:NVS – Free Report) by 8.6% in the third quarter, HoldingsChannel.com reports. The firm owned 7,727 shares of the company’s stock after selling 729 shares during... More of this article »
Robeco Institutional Asset Management B.V. Increases Stock Holdings in Parker-Hannifin Co. (NYSE:PH)
Robeco Institutional Asset Management B.V. increased its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Parker-Hannifin Co. (NYSE:PH) Stake Raised by Financial Security Advisor Inc.
Financial Security Advisor Inc. raised its holdings in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Socha Financial Group LLC Takes Position in ProShares UltraPro QQQ (NASDAQ:TQQQ)
Socha Financial Group LLC acquired a new position in ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 3,952 shares of the exchange traded fund’s... More of this article »
ONEOK, Inc. (NYSE:OKE) Shares Bought by Centennial Wealth Advisory LLC
Centennial Wealth Advisory LLC lifted its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 3.3% in the third quarter, HoldingsChannel.com reports. The firm owned 5,312 shares of the utilities provider’s stock... More of this article »
First Beijing Investment Ltd Sells 2,283,682 Shares of Sea Limited (NYSE:SE)
First Beijing Investment Ltd lowered its holdings in Sea Limited (NYSE:SE – Free Report) by 47.4% in the third quarter, HoldingsChannel reports. The firm owned 2,537,398 shares of the Internet company based in Singapore’s... More of this article »
Visa Inc. (NYSE:V) Shares Purchased by Austin Private Wealth LLC
Austin Private Wealth LLC lifted its position in Visa Inc. (NYSE:V – Free Report) by 2.7% in the third quarter, Holdings Channel reports. The firm owned 5,019 shares of the credit-card processor’s stock after acquiring... More of this article »
NorthRock Partners LLC Cuts Holdings in Visa Inc. (NYSE:V)
NorthRock Partners LLC reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 22.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 12,828 shares of the credit-card processor’s stock after... More of this article »
Radnor Capital Management LLC Makes New $3.40 Million Investment in Lowe’s Companies, Inc. (NYSE:LOW)
Radnor Capital Management LLC acquired a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 12,537 shares... More of this article »
Booking Holdings Inc. (NASDAQ:BKNG) Shares Sold by Harvest Portfolios Group Inc.
Harvest Portfolios Group Inc. cut its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 7.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Ecolab Inc. (NYSE:ECL) Shares Purchased by Maia Wealth LLC
Maia Wealth LLC increased its stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 10.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 2,904 shares of the basic materials company’s stock after purchasing... More of this article »
Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by Avidian Wealth Enterprises LLC
Avidian Wealth Enterprises LLC lifted its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 3.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Long Run Wealth Advisors LLC Has $386,000 Holdings in Philip Morris International Inc. (NYSE:PM)
Long Run Wealth Advisors LLC grew its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 50.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Purchased by HF Advisory Group LLC
HF Advisory Group LLC raised its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 50.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Balentine LLC Purchases New Position in The Walt Disney Company (NYSE:DIS)
Balentine LLC acquired a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm acquired 2,375 shares of the entertainment giant’s stock, valued at approximately... More of this article »
Invictus Private Wealth LLC Trims Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Invictus Private Wealth LLC reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.1% in the 3rd quarter, Holdings Channel reports. The fund owned 463 shares of the healthcare conglomerate’s... More of this article »
Benchmark Financial Wealth Advisors LLC Sells 692 Shares of Marriott International, Inc. (NASDAQ:MAR)
Benchmark Financial Wealth Advisors LLC lowered its position in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 11.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
American Capital Advisory LLC Acquires New Holdings in KeyCorp (NYSE:KEY)
American Capital Advisory LLC bought a new position in shares of KeyCorp (NYSE:KEY – Free Report) during the 3rd quarter, Holdings Channel reports. The institutional investor bought 1,684 shares of the financial services provider’s... More of this article »
American Capital Advisory LLC Grows Position in Truist Financial Co. (NYSE:TFC)
American Capital Advisory LLC grew its stake in Truist Financial Co. (NYSE:TFC – Free Report) by 21.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) is American Capital Advisory LLC’s 4th Largest Position
American Capital Advisory LLC lifted its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 14.4% during the third quarter, according to its most recent disclosure with the... More of this article »
JNBA Financial Advisors Has $1.69 Million Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)
JNBA Financial Advisors lessened its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 28.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
JNBA Financial Advisors Has $3.30 Million Holdings in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
JNBA Financial Advisors lessened its position in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 27.9% in the third quarter, according to its most recent disclosure with the Securities &... More of this article »
JNBA Financial Advisors Reduces Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
JNBA Financial Advisors trimmed its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
JNBA Financial Advisors Sells 35,818 Shares of VanEck Morningstar International Moat ETF (BATS:MOTI)
JNBA Financial Advisors decreased its holdings in shares of VanEck Morningstar International Moat ETF (BATS:MOTI – Free Report) by 47.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Smart Portfolios LLC Makes New Investment in iShares MSCI Turkey ETF (NASDAQ:TUR)
Smart Portfolios LLC bought a new position in iShares MSCI Turkey ETF (NASDAQ:TUR – Free Report) in the third quarter, according to its most recent disclosure with the SEC. The firm bought 9,088 shares of the exchange traded... More of this article »
Centennial Wealth Advisory LLC Has $304,000 Stock Position in Comerica Incorporated (NYSE:CMA)
Centennial Wealth Advisory LLC lifted its holdings in Comerica Incorporated (NYSE:CMA – Free Report) by 5.2% during the 3rd quarter, Holdings Channel reports. The fund owned 5,068 shares of the financial services provider’s... More of this article »
Socha Financial Group LLC Sells 7,976 Shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)
Socha Financial Group LLC lowered its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 0.4% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,851,841... More of this article »
JPMorgan BetaBuilders Canada ETF (BATS:BBCA) Stock Holdings Trimmed by Spinnaker Trust
Spinnaker Trust reduced its position in shares of JPMorgan BetaBuilders Canada ETF (BATS:BBCA – Free Report) by 1.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Shares Bought by RTD Financial Advisors Inc.
RTD Financial Advisors Inc. grew its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 5.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Foster & Motley Inc. Buys 1,067 Shares of Cardinal Health, Inc. (NYSE:CAH)
Foster & Motley Inc. increased its stake in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 2.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
OGE Energy Corp. (NYSE:OGE) Shares Sold by Donald L. Hagan LLC
Donald L. Hagan LLC decreased its position in shares of OGE Energy Corp. (NYSE:OGE – Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Heritage Investors Management Corp Buys 1,623 Shares of Johnson & Johnson (NYSE:JNJ)
Heritage Investors Management Corp grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
HF Advisory Group LLC Purchases 259 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)
HF Advisory Group LLC lifted its position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Callahan Advisors LLC Has $4.88 Million Stake in ASML Holding (NASDAQ:ASML)
Callahan Advisors LLC boosted its holdings in ASML Holding (NASDAQ:ASML – Free Report) by 44.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Concurrent Investment Advisors LLC Has $19.03 Million Stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Concurrent Investment Advisors LLC lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.3% in the third quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Gordian Advisors LLC Acquires Shares of 1,600 Chevron Co. (NYSE:CVX)
Gordian Advisors LLC bought a new position in Chevron Co. (NYSE:CVX – Free Report) in the 3rd quarter, Holdings Channel.com reports. The fund bought 1,600 shares of the oil and gas company’s stock, valued at approximately... More of this article »
Gordian Advisors LLC Reduces Stock Position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Gordian Advisors LLC cut its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 8.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) Shares Acquired by Family Asset Management LLC
Family Asset Management LLC increased its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 30.2% during the third quarter, according to its most recent disclosure with the Securities... More of this article »
Veeva Systems Inc. (NYSE:VEEV) Position Increased by Umpqua Bank
Umpqua Bank increased its holdings in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 8.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Flagship Private Wealth LLC Sells 302 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Flagship Private Wealth LLC reduced its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 4.6% in the third quarter, HoldingsChannel.com reports. The fund owned 6,247 shares of the company’s... More of this article »
Spinnaker Trust Boosts Stock Position in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)
Spinnaker Trust grew its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) by 23.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Leslie Global Wealth LLC Purchases 2,870 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Leslie Global Wealth LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 56.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Financial Security Advisor Inc. Makes New Investment in Caterpillar Inc. (NYSE:CAT)
Financial Security Advisor Inc. purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Spinnaker Trust Increases Stock Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
Spinnaker Trust boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
American Capital Advisory LLC Sells 1,981 Shares of Shell plc (NYSE:SHEL)
American Capital Advisory LLC trimmed its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 9.2% in the third quarter, HoldingsChannel.com reports. The fund owned 19,595 shares of the energy company’s stock after... More of this article »
American Capital Advisory LLC Invests $112,000 in Huntington Ingalls Industries, Inc. (NYSE:HII)
American Capital Advisory LLC bought a new stake in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) in the third quarter, Holdings Channel reports. The institutional investor bought 425 shares of the aerospace... More of this article »