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Image for NewEdge Wealth LLC Boosts Position in Chevron Co. (NYSE:CVX)

NewEdge Wealth LLC Boosts Position in Chevron Co. (NYSE:CVX)

NewEdge Wealth LLC raised its stake in Chevron Co. (NYSE:CVX – Free Report) by 4.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Sapient Capital LLC Takes Position in Fiserv, Inc. (NYSE:FI)

Sapient Capital LLC Takes Position in Fiserv, Inc. (NYSE:FI)

Sapient Capital LLC purchased a new position in Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 5,062... More of this article »
Image for 584 Shares in Fiserv, Inc. (NYSE:FI) Purchased by GHP Investment Advisors Inc.

584 Shares in Fiserv, Inc. (NYSE:FI) Purchased by GHP Investment Advisors Inc.

GHP Investment Advisors Inc. purchased a new position in Fiserv, Inc. (NYSE:FI – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Perigon Wealth Management LLC Has $1 Million Stock Holdings in Philip Morris International Inc. (NYSE:PM)

Perigon Wealth Management LLC Has $1 Million Stock Holdings in Philip Morris International Inc. (NYSE:PM)

Perigon Wealth Management LLC raised its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 131.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Cerity Partners LLC Increases Stock Position in Citigroup Inc. (NYSE:C)

Cerity Partners LLC Increases Stock Position in Citigroup Inc. (NYSE:C)

Cerity Partners LLC increased its position in Citigroup Inc. (NYSE:C – Free Report) by 58.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Paragon Financial Partners Inc. Buys 160 Shares of Alphabet Inc. (NASDAQ:GOOG)

Paragon Financial Partners Inc. Buys 160 Shares of Alphabet Inc. (NASDAQ:GOOG)

Paragon Financial Partners Inc. lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Braun Bostich & Associates Inc. Purchases New Position in Alphabet Inc. (NASDAQ:GOOG)

Braun Bostich & Associates Inc. Purchases New Position in Alphabet Inc. (NASDAQ:GOOG)

Braun Bostich & Associates Inc. purchased a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 2,017 shares of the information... More of this article »
Image for PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Sold by Clarius Group LLC

PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Sold by Clarius Group LLC

Clarius Group LLC lowered its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 6,494 shares... More of this article »
Image for Financial Counselors Inc. Lowers Stock Holdings in Cummins Inc. (NYSE:CMI)

Financial Counselors Inc. Lowers Stock Holdings in Cummins Inc. (NYSE:CMI)

Financial Counselors Inc. trimmed its stake in Cummins Inc. (NYSE:CMI – Free Report) by 20.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Keystone Financial Services

Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Keystone Financial Services

Keystone Financial Services lessened its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 4,502 shares of the social networking... More of this article »
Image for NewEdge Wealth LLC Acquires 1,854 Shares of W. R. Berkley Co. (NYSE:WRB)

NewEdge Wealth LLC Acquires 1,854 Shares of W. R. Berkley Co. (NYSE:WRB)

NewEdge Wealth LLC raised its holdings in W. R. Berkley Co. (NYSE:WRB – Free Report) by 3.8% in the 4th quarter, HoldingsChannel reports. The firm owned 51,003 shares of the insurance provider’s stock after purchasing... More of this article »
Image for Paragon Financial Partners Inc. Buys 165 Shares of Exxon Mobil Co. (NYSE:XOM)

Paragon Financial Partners Inc. Buys 165 Shares of Exxon Mobil Co. (NYSE:XOM)

Paragon Financial Partners Inc. boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 7.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Cerity Partners LLC Has $292.98 Million Stock Position in Visa Inc. (NYSE:V)

Cerity Partners LLC Has $292.98 Million Stock Position in Visa Inc. (NYSE:V)

Cerity Partners LLC grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 135.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,125,318... More of this article »
Image for Janiczek Wealth Management LLC Purchases 236 Shares of Visa Inc. (NYSE:V)

Janiczek Wealth Management LLC Purchases 236 Shares of Visa Inc. (NYSE:V)

Janiczek Wealth Management LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Physicians Financial Services Inc. Reduces Stock Position in Visa Inc. (NYSE:V)

Physicians Financial Services Inc. Reduces Stock Position in Visa Inc. (NYSE:V)

Physicians Financial Services Inc. cut its stake in Visa Inc. (NYSE:V – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for New World Advisors LLC Sells 1,273 Shares of Alphabet Inc. (NASDAQ:GOOG)

New World Advisors LLC Sells 1,273 Shares of Alphabet Inc. (NASDAQ:GOOG)

New World Advisors LLC decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 13.0% during the fourth quarter, HoldingsChannel reports. The firm owned 8,494 shares of the information services provider’s... More of this article »
Image for Franklin Parlapiano Turner & Welch LLC Has $9.03 Million Stock Holdings in Visa Inc. (NYSE:V)

Franklin Parlapiano Turner & Welch LLC Has $9.03 Million Stock Holdings in Visa Inc. (NYSE:V)

Franklin Parlapiano Turner & Welch LLC cut its stake in Visa Inc. (NYSE:V – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kanawha Capital Management LLC Trims Stake in Alphabet Inc. (NASDAQ:GOOG)

Kanawha Capital Management LLC Trims Stake in Alphabet Inc. (NASDAQ:GOOG)

Kanawha Capital Management LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.3% in the 4th quarter, Holdings Channel reports. The firm owned 7,570 shares of the information services provider’s... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Seascape Capital Management

Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Seascape Capital Management

Seascape Capital Management boosted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 36.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 985 shares of the social networking... More of this article »
Image for NewEdge Wealth LLC Purchases 11,285 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

NewEdge Wealth LLC Purchases 11,285 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

NewEdge Wealth LLC raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 120.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 20,677 shares of the wireless technology company’s stock... More of this article »
Image for ORG Partners LLC Cuts Stock Position in W.W. Grainger, Inc. (NYSE:GWW)

ORG Partners LLC Cuts Stock Position in W.W. Grainger, Inc. (NYSE:GWW)

ORG Partners LLC lessened its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 74.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 344 shares... More of this article »
Image for Clarius Group LLC Trims Stake in Lennar Co. (NYSE:LEN)

Clarius Group LLC Trims Stake in Lennar Co. (NYSE:LEN)

Clarius Group LLC lessened its stake in shares of Lennar Co. (NYSE:LEN – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Valeo Financial Advisors LLC Grows Stock Position in EOG Resources, Inc. (NYSE:EOG)

Valeo Financial Advisors LLC Grows Stock Position in EOG Resources, Inc. (NYSE:EOG)

Valeo Financial Advisors LLC boosted its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Schlumberger Limited (NYSE:SLB) Shares Purchased by Janiczek Wealth Management LLC

Schlumberger Limited (NYSE:SLB) Shares Purchased by Janiczek Wealth Management LLC

Janiczek Wealth Management LLC boosted its stake in Schlumberger Limited (NYSE:SLB – Free Report) by 1,180.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kanawha Capital Management LLC Sells 5,874 Shares of Exxon Mobil Co. (NYSE:XOM)

Kanawha Capital Management LLC Sells 5,874 Shares of Exxon Mobil Co. (NYSE:XOM)

Kanawha Capital Management LLC decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Acquired by Wealth Effects LLC

Exxon Mobil Co. (NYSE:XOM) Shares Acquired by Wealth Effects LLC

Wealth Effects LLC raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 57.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by McNamara Financial Services Inc.

Exxon Mobil Co. (NYSE:XOM) Shares Sold by McNamara Financial Services Inc.

McNamara Financial Services Inc. trimmed its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 9.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 3,685 shares of the oil and gas company’s stock... More of this article »
Image for Wealth Effects LLC Boosts Stock Position in Alphabet Inc. (NASDAQ:GOOG)

Wealth Effects LLC Boosts Stock Position in Alphabet Inc. (NASDAQ:GOOG)

Wealth Effects LLC lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 13.8% 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 Exxon Mobil Co. (NYSE:XOM) Stake Decreased by Wealthspan Partners LLC

Exxon Mobil Co. (NYSE:XOM) Stake Decreased by Wealthspan Partners LLC

Wealthspan Partners LLC lessened its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.8% 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 Benedict Financial Advisors Inc. Has $465,000 Stake in Exxon Mobil Co. (NYSE:XOM)

Benedict Financial Advisors Inc. Has $465,000 Stake in Exxon Mobil Co. (NYSE:XOM)

Benedict Financial Advisors Inc. trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,653 shares of the oil... More of this article »
Image for Valeo Financial Advisors LLC Lowers Stock Holdings in MetLife, Inc. (NYSE:MET)

Valeo Financial Advisors LLC Lowers Stock Holdings in MetLife, Inc. (NYSE:MET)

Valeo Financial Advisors LLC lowered its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 21.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Lawson Kroeker Investment Management Inc. NE Reduces Stock Position in Alphabet Inc. (NASDAQ:GOOG)

Lawson Kroeker Investment Management Inc. NE Reduces Stock Position in Alphabet Inc. (NASDAQ:GOOG)

Lawson Kroeker Investment Management Inc. NE decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Valeo Financial Advisors LLC Purchases 217 Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)

Valeo Financial Advisors LLC Purchases 217 Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)

Valeo Financial Advisors LLC boosted its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 12.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) is Luts & Greenleigh Group Inc.’s Largest Position

Exxon Mobil Co. (NYSE:XOM) is Luts & Greenleigh Group Inc.’s Largest Position

Luts & Greenleigh Group Inc. lifted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Clarius Group LLC Sells 343 Shares of Unum Group (NYSE:UNM)

Clarius Group LLC Sells 343 Shares of Unum Group (NYSE:UNM)

Clarius Group LLC trimmed its position in shares of Unum Group (NYSE:UNM – Free Report) by 3.6% in the fourth quarter, Holdings Channel reports. The fund owned 9,095 shares of the financial services provider’s stock after... More of this article »
Image for Palantir Technologies Inc. (NYSE:PLTR) Shares Acquired by ORG Partners LLC

Palantir Technologies Inc. (NYSE:PLTR) Shares Acquired by ORG Partners LLC

ORG Partners LLC lifted its stake in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 53.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Hardman Johnston Global Advisors LLC Trims Stake in Chevron Co. (NYSE:CVX)

Hardman Johnston Global Advisors LLC Trims Stake in Chevron Co. (NYSE:CVX)

Hardman Johnston Global Advisors LLC reduced its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for NewEdge Wealth LLC Reduces Position in Crown Castle Inc. (NYSE:CCI)

NewEdge Wealth LLC Reduces Position in Crown Castle Inc. (NYSE:CCI)

NewEdge Wealth LLC decreased its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 23,073 shares of the real estate... More of this article »
Image for ORG Partners LLC Buys 5,134 Shares of Chevron Co. (NYSE:CVX)

ORG Partners LLC Buys 5,134 Shares of Chevron Co. (NYSE:CVX)

ORG Partners LLC grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 74.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 12,006 shares of the oil and gas... More of this article »
Image for The Bank of New York Mellon Co. (NYSE:BK) Shares Sold by Clarius Group LLC

The Bank of New York Mellon Co. (NYSE:BK) Shares Sold by Clarius Group LLC

Clarius Group LLC cut its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 6.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 7,511 shares of the bank’s... More of this article »
Image for Clarius Group LLC Buys 3,888 Shares of Visa Inc. (NYSE:V)

Clarius Group LLC Buys 3,888 Shares of Visa Inc. (NYSE:V)

Clarius Group LLC lifted its stake in Visa Inc. (NYSE:V – Free Report) by 24.2% during the fourth quarter, Holdings Channel reports. The fund owned 19,946 shares of the credit-card processor’s stock after acquiring an... More of this article »
Image for Hartford Financial Management Inc. Reduces Stock Position in Visa Inc. (NYSE:V)

Hartford Financial Management Inc. Reduces Stock Position in Visa Inc. (NYSE:V)

Hartford Financial Management Inc. lowered its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 15,454 shares of the credit-card processor’s... More of this article »
Image for Meitav Investment House Ltd. Sells 60 Shares of The Home Depot, Inc. (NYSE:HD)

Meitav Investment House Ltd. Sells 60 Shares of The Home Depot, Inc. (NYSE:HD)

Meitav Investment House Ltd. cut its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for First Personal Financial Services Reduces Stake in Visa Inc. (NYSE:V)

First Personal Financial Services Reduces Stake in Visa Inc. (NYSE:V)

First Personal Financial Services trimmed its stake in Visa Inc. (NYSE:V – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Alpha Financial Partners LLC Increases Stock Position in The Home Depot, Inc. (NYSE:HD)

Alpha Financial Partners LLC Increases Stock Position in The Home Depot, Inc. (NYSE:HD)

Alpha Financial Partners LLC grew its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Shopify Inc. (NYSE:SHOP) Shares Purchased by Clarius Group LLC

Shopify Inc. (NYSE:SHOP) Shares Purchased by Clarius Group LLC

Clarius Group LLC raised its position in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 40.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 6,920 shares... More of this article »
Image for Perigon Wealth Management LLC Buys 2,918 Shares of Aflac Incorporated (NYSE:AFL)

Perigon Wealth Management LLC Buys 2,918 Shares of Aflac Incorporated (NYSE:AFL)

Perigon Wealth Management LLC grew its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 33.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 609 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Aspire Capital Advisors LLC

609 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Aspire Capital Advisors LLC

Aspire Capital Advisors LLC purchased a new position in The Home Depot, Inc. (NYSE:HD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Braun Bostich & Associates Inc. Has $752,000 Stock Position in The Home Depot, Inc. (NYSE:HD)

Braun Bostich & Associates Inc. Has $752,000 Stock Position in The Home Depot, Inc. (NYSE:HD)

Braun Bostich & Associates Inc. raised its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 98.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Genesee Capital Advisors LLC Buys 144 Shares of The Home Depot, Inc. (NYSE:HD)

Genesee Capital Advisors LLC Buys 144 Shares of The Home Depot, Inc. (NYSE:HD)

Genesee Capital Advisors LLC lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 13.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Clarus Group Inc. Decreases Holdings in The Home Depot, Inc. (NYSE:HD)

Clarus Group Inc. Decreases Holdings in The Home Depot, Inc. (NYSE:HD)

Clarus Group Inc. decreased its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 7.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Birch Hill Investment Advisors LLC Raises Holdings in The Home Depot, Inc. (NYSE:HD)

Birch Hill Investment Advisors LLC Raises Holdings in The Home Depot, Inc. (NYSE:HD)

Birch Hill Investment Advisors LLC increased its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Valeo Financial Advisors LLC Sells 2,213 Shares of Fortinet, Inc. (NASDAQ:FTNT)

Valeo Financial Advisors LLC Sells 2,213 Shares of Fortinet, Inc. (NASDAQ:FTNT)

Valeo Financial Advisors LLC lowered its position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 20.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Valeo Financial Advisors LLC Boosts Stake in Prudential Financial, Inc. (NYSE:PRU)

Valeo Financial Advisors LLC Boosts Stake in Prudential Financial, Inc. (NYSE:PRU)

Valeo Financial Advisors LLC boosted its position in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 10.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Purchased by ORG Partners LLC

PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Purchased by ORG Partners LLC

ORG Partners LLC boosted its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 22.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,611... More of this article »
Image for Cerity Partners LLC Acquires 66,350 Shares of Pacer US Cash Cows 100 ETF (BATS:COWZ)

Cerity Partners LLC Acquires 66,350 Shares of Pacer US Cash Cows 100 ETF (BATS:COWZ)

Cerity Partners LLC increased its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 28.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Janiczek Wealth Management LLC Acquires 1,486 Shares of Exxon Mobil Co. (NYSE:XOM)

Janiczek Wealth Management LLC Acquires 1,486 Shares of Exxon Mobil Co. (NYSE:XOM)

Janiczek Wealth Management LLC lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 9.8% during the 4th quarter, HoldingsChannel reports. The firm owned 16,662 shares of the oil and gas company’s stock after... More of this article »
Image for Sapient Capital LLC Takes $632,000 Position in TotalEnergies SE (NYSE:TTE)

Sapient Capital LLC Takes $632,000 Position in TotalEnergies SE (NYSE:TTE)

Sapient Capital LLC acquired a new stake in shares of TotalEnergies SE (NYSE:TTE – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 9,379 shares of the company’s... More of this article »
Image for Janiczek Wealth Management LLC Reduces Position in Regal Rexnord Co. (NYSE:RRX)

Janiczek Wealth Management LLC Reduces Position in Regal Rexnord Co. (NYSE:RRX)

Janiczek Wealth Management LLC decreased its position in shares of Regal Rexnord Co. (NYSE:RRX – Free Report) by 28.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Cerity Partners LLC Buys 7,834 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Cerity Partners LLC Buys 7,834 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Cerity Partners LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 79,267 shares of the company’s... More of this article »
Image for Janiczek Wealth Management LLC Sells 185 Shares of ALLETE, Inc. (NYSE:ALE)

Janiczek Wealth Management LLC Sells 185 Shares of ALLETE, Inc. (NYSE:ALE)

Janiczek Wealth Management LLC reduced its holdings in ALLETE, Inc. (NYSE:ALE – Free Report) by 26.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Valeo Financial Advisors LLC Cuts Stake in CRISPR Therapeutics AG (NASDAQ:CRSP)

Valeo Financial Advisors LLC Cuts Stake in CRISPR Therapeutics AG (NASDAQ:CRSP)

Valeo Financial Advisors LLC decreased its holdings in CRISPR Therapeutics AG (NASDAQ:CRSP – Free Report) by 5.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Sapient Capital LLC Acquires Shares of 5,987 Interactive Brokers Group, Inc. (NASDAQ:IBKR)

Sapient Capital LLC Acquires Shares of 5,987 Interactive Brokers Group, Inc. (NASDAQ:IBKR)

Sapient Capital LLC acquired a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 5,987 shares of the financial services... More of this article »
Image for Valeo Financial Advisors LLC Has $593,000 Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Valeo Financial Advisors LLC Has $593,000 Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Valeo Financial Advisors LLC trimmed its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 17.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by Sandy Spring Bank

Exxon Mobil Co. (NYSE:XOM) Shares Bought by Sandy Spring Bank

Sandy Spring Bank raised its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Cerity Partners LLC Increases Stock Position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Cerity Partners LLC Increases Stock Position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Cerity Partners LLC increased its position in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 61.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for Priebe Wealth Holdings LLC Takes $638,000 Position in Alphabet Inc. (NASDAQ:GOOG)

Priebe Wealth Holdings LLC Takes $638,000 Position in Alphabet Inc. (NASDAQ:GOOG)

Priebe Wealth Holdings LLC purchased a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 4,528 shares of the information services... More of this article »
Image for Cerity Partners LLC Purchases 2,583,128 Shares of Alphabet Inc. (NASDAQ:GOOG)

Cerity Partners LLC Purchases 2,583,128 Shares of Alphabet Inc. (NASDAQ:GOOG)

Cerity Partners LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 198.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,882,882 shares of the... More of this article »
Image for Cerity Partners LLC Buys 93,661 Shares of Shell plc (NYSE:SHEL)

Cerity Partners LLC Buys 93,661 Shares of Shell plc (NYSE:SHEL)

Cerity Partners LLC lifted its stake in Shell plc (NYSE:SHEL – Free Report) by 51.1% during the fourth quarter, Holdings Channel reports. The fund owned 277,069 shares of the energy company’s stock after acquiring an additional... More of this article »
Image for Cerity Partners LLC Increases Stock Position in Welltower Inc. (NYSE:WELL)

Cerity Partners LLC Increases Stock Position in Welltower Inc. (NYSE:WELL)

Cerity Partners LLC lifted its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 57.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 168,106 shares of the real estate investment trust’s... More of this article »
Image for Sandy Spring Bank Sells 2,400 Shares of Alphabet Inc. (NASDAQ:GOOG)

Sandy Spring Bank Sells 2,400 Shares of Alphabet Inc. (NASDAQ:GOOG)

Sandy Spring Bank cut its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Cedrus LLC Sells 111 Shares of Exxon Mobil Co. (NYSE:XOM)

Cedrus LLC Sells 111 Shares of Exxon Mobil Co. (NYSE:XOM)

Cedrus LLC lessened its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Cerity Partners LLC Decreases Stake in Tetra Tech, Inc. (NASDAQ:TTEK)

Cerity Partners LLC Decreases Stake in Tetra Tech, Inc. (NASDAQ:TTEK)

Cerity Partners LLC reduced its stake in shares of Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) by 8.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 93,941 shares... More of this article »
Image for Sandy Spring Bank Boosts Stock Position in MetLife, Inc. (NYSE:MET)

Sandy Spring Bank Boosts Stock Position in MetLife, Inc. (NYSE:MET)

Sandy Spring Bank boosted its holdings in shares of MetLife, Inc. (NYSE:MET – Free Report) by 134.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for ONEOK, Inc. (NYSE:OKE) Shares Sold by Mutual of America Capital Management LLC

ONEOK, Inc. (NYSE:OKE) Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC decreased its holdings in ONEOK, Inc. (NYSE:OKE – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Cerity Partners LLC Acquires 26,530 Shares of Dimensional International Small Cap Value ETF (BATS:DISV)

Cerity Partners LLC Acquires 26,530 Shares of Dimensional International Small Cap Value ETF (BATS:DISV)

Cerity Partners LLC boosted its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Allspring Global Investments Holdings LLC Sells 16,170 Shares of Nucor Co. (NYSE:NUE)

Allspring Global Investments Holdings LLC Sells 16,170 Shares of Nucor Co. (NYSE:NUE)

Allspring Global Investments Holdings LLC lowered its holdings in shares of Nucor Co. (NYSE:NUE – Free Report) by 10.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Graco Inc. (NYSE:GGG) Shares Sold by NewEdge Wealth LLC

Graco Inc. (NYSE:GGG) Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC lessened its stake in Graco Inc. (NYSE:GGG – Free Report) by 4.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 38,911 shares... More of this article »
Image for NewEdge Wealth LLC Has $3.26 Million Stock Holdings in Saia, Inc. (NASDAQ:SAIA)

NewEdge Wealth LLC Has $3.26 Million Stock Holdings in Saia, Inc. (NASDAQ:SAIA)

NewEdge Wealth LLC increased its holdings in shares of Saia, Inc. (NASDAQ:SAIA – Free Report) by 9.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 7,435 shares of the transportation company’s... More of this article »
Image for Sequoia Financial Advisors LLC Increases Position in DTE Energy (NYSE:DTE)

Sequoia Financial Advisors LLC Increases Position in DTE Energy (NYSE:DTE)

Sequoia Financial Advisors LLC increased its stake in DTE Energy (NYSE:DTE – Free Report) by 41.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Altus Wealth Management LLC Grows Position in Johnson & Johnson (NYSE:JNJ)

Altus Wealth Management LLC Grows Position in Johnson & Johnson (NYSE:JNJ)

Altus Wealth Management LLC grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 22.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Global Assets Advisory LLC Buys 326 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Global Assets Advisory LLC Buys 326 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Global Assets Advisory LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Stratos Wealth Partners LTD. Trims Stock Holdings in TE Connectivity Ltd. (NYSE:TEL)

Stratos Wealth Partners LTD. Trims Stock Holdings in TE Connectivity Ltd. (NYSE:TEL)

Stratos Wealth Partners LTD. reduced its stake in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Centurion Wealth Management LLC Sells 152 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Centurion Wealth Management LLC Sells 152 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Centurion Wealth Management LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for First Merchants Corp Has $26.05 Million Stake in Alphabet Inc. (NASDAQ:GOOGL)

First Merchants Corp Has $26.05 Million Stake in Alphabet Inc. (NASDAQ:GOOGL)

First Merchants Corp raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 186,477 shares of the information... More of this article »
Image for ORG Partners LLC Buys 14,919 Shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

ORG Partners LLC Buys 14,919 Shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

ORG Partners LLC grew its stake in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 19,126.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Acquired by ORG Partners LLC

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Acquired by ORG Partners LLC

ORG Partners LLC lifted its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 18.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Parker-Hannifin Co. (NYSE:PH) Stock Holdings Decreased by Clarius Group LLC

Parker-Hannifin Co. (NYSE:PH) Stock Holdings Decreased by Clarius Group LLC

Clarius Group LLC lowered its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,259 shares of the industrial products company’s stock after... More of this article »
Image for Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Purchased by NewEdge Wealth LLC

Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Purchased by NewEdge Wealth LLC

NewEdge Wealth LLC boosted its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 10.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Cahill Wealth Management LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Acquired by Cahill Wealth Management LLC

Cahill Wealth Management LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Morris Financial Concepts Inc. Acquires 5,482 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Morris Financial Concepts Inc. Acquires 5,482 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Morris Financial Concepts Inc. boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for NewEdge Wealth LLC Sells 2,717 Shares of Boston Scientific Co. (NYSE:BSX)

NewEdge Wealth LLC Sells 2,717 Shares of Boston Scientific Co. (NYSE:BSX)

NewEdge Wealth LLC lessened its holdings in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Ellis Investment Partners LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ellis Investment Partners LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ellis Investment Partners LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Lodestar Private Asset Management LLC Has $51.94 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lodestar Private Asset Management LLC Has $51.94 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lodestar Private Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Highview Capital Management LLC DE Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Highview Capital Management LLC DE Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Highview Capital Management LLC DE trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.6% during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Global X Uranium ETF (NYSEARCA:URA) Shares Purchased by Perigon Wealth Management LLC

Global X Uranium ETF (NYSEARCA:URA) Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC increased its position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 13.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Newmont Co. (NYSE:NEM) Shares Bought by Perigon Wealth Management LLC

Newmont Co. (NYSE:NEM) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC grew its holdings in shares of Newmont Co. (NYSE:NEM – Free Report) by 13.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Perigon Wealth Management LLC Buys 157 Shares of Elevance Health, Inc. (NYSE:ELV)

Perigon Wealth Management LLC Buys 157 Shares of Elevance Health, Inc. (NYSE:ELV)

Perigon Wealth Management LLC boosted its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 8.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,018 shares of the company’s stock after... More of this article »
Image for Perigon Wealth Management LLC Increases Stake in MongoDB, Inc. (NASDAQ:MDB)

Perigon Wealth Management LLC Increases Stake in MongoDB, Inc. (NASDAQ:MDB)

Perigon Wealth Management LLC grew its stake in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 1.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,848 shares of the company’s stock... More of this article »
Image for Perigon Wealth Management LLC Buys 276 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Perigon Wealth Management LLC Buys 276 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Perigon Wealth Management LLC lifted its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »