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General Mills, Inc. (NYSE:GIS) Shares Sold by First Hawaiian Bank
First Hawaiian Bank decreased its position in General Mills, Inc. (NYSE:GIS – Get Rating) by 5.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,615 shares... More of this article »
Intel Co. (NASDAQ:INTC) Stake Lowered by Wilson & Boucher Capital Management LLC
Wilson & Boucher Capital Management LLC reduced its stake in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 9.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Intel Co. (NASDAQ:INTC) Shares Acquired by First Hawaiian Bank
First Hawaiian Bank lifted its stake in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 20.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Dynamic Advisor Solutions LLC Acquires 91 Shares of Becton, Dickinson and Company (NYSE:BDX)
Dynamic Advisor Solutions LLC grew its position in shares of Becton, Dickinson and Company (NYSE:BDX – Get Rating) by 4.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
T-Mobile US, Inc. (NASDAQ:TMUS) Shares Sold by Allworth Financial LP
Allworth Financial LP cut its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) by 29.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Dynamic Advisor Solutions LLC Has $622,000 Holdings in Intel Co. (NASDAQ:INTC)
Dynamic Advisor Solutions LLC lifted its stake in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 7.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 23,526... More of this article »
Allworth Financial LP Reduces Stock Position in Amazon.com, Inc. (NASDAQ:AMZN)
Allworth Financial LP lowered its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 99,124 shares... More of this article »
Dynamic Advisor Solutions LLC Cuts Stake in Schlumberger Limited (NYSE:SLB)
Dynamic Advisor Solutions LLC cut its position in shares of Schlumberger Limited (NYSE:SLB – Get Rating) by 58.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Morgan Stanley (NYSE:MS) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its stake in Morgan Stanley (NYSE:MS – Get Rating) by 80.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Allworth Financial LP Buys 24,150 Shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
Allworth Financial LP raised its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 312.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Howard Financial Services LTD.
Howard Financial Services LTD. raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 7.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Allworth Financial LP Sells 2,147 Shares of Salesforce, Inc. (NYSE:CRM)
Allworth Financial LP decreased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 27.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Pettinga Financial Advisors LLC Buys 1,275 Shares of Amazon.com, Inc. (NASDAQ:AMZN)
Pettinga Financial Advisors LLC grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 25.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
ASML Holding (NASDAQ:ASML) Shares Sold by Allworth Financial LP
Allworth Financial LP trimmed its holdings in ASML Holding (NASDAQ:ASML – Get Rating) by 9.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
iShares Convertible Bond ETF (BATS:ICVT) Shares Purchased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT – Get Rating) by 7.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Acquired by Town & Country Bank & Trust CO dba First Bankers Trust CO
Town & Country Bank & Trust CO dba First Bankers Trust CO raised its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Bought by Clarus Wealth Advisors
Clarus Wealth Advisors boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 8.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Addenda Capital Inc. Sells 2,265 Shares of Microsoft Co. (NASDAQ:MSFT)
Addenda Capital Inc. lessened its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 129,110 shares... More of this article »
Sharper & Granite LLC Acquires New Stake in Microsoft Co. (NASDAQ:MSFT)
Sharper & Granite LLC acquired a new stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Microsoft Co. (NASDAQ:MSFT) Position Lifted by Smith Chas P & Associates PA Cpas
Smith Chas P & Associates PA Cpas lifted its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Sold by Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC decreased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Co. (NASDAQ:MSFT) Stake Lowered by Ardevora Asset Management LLP
Ardevora Asset Management LLP reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 99.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Microsoft Co. (NASDAQ:MSFT) Stock Position Increased by LaFleur & Godfrey LLC
LaFleur & Godfrey LLC lifted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Microsoft Co. (NASDAQ:MSFT) is YHB Investment Advisors Inc.’s 2nd Largest Position
YHB Investment Advisors Inc. lessened its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Sold by Marcum Wealth LLC
Marcum Wealth LLC lessened its position in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 7.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Hennion & Walsh Asset Management Inc. Reduces Stake in Microsoft Co. (NASDAQ:MSFT)
Hennion & Walsh Asset Management Inc. decreased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 6.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
The Allstate Co. (NYSE:ALL) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC trimmed its holdings in shares of The Allstate Co. (NYSE:ALL – Get Rating) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Microsoft Co. (NASDAQ:MSFT) is Moser Wealth Advisors LLC’s 2nd Largest Position
Moser Wealth Advisors LLC cut its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Riverwater Partners LLC Reduces Position in Microsoft Co. (NASDAQ:MSFT)
Riverwater Partners LLC decreased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 19.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Flagship Harbor Advisors LLC Sells 6,226 Shares of Newmont Co. (NYSE:NEM)
Flagship Harbor Advisors LLC reduced its position in Newmont Co. (NYSE:NEM – Get Rating) by 51.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
HCA Healthcare, Inc. (NYSE:HCA) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its position in HCA Healthcare, Inc. (NYSE:HCA – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Sold by Avity Investment Management Inc.
Avity Investment Management Inc. lessened its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 0.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Peoples Financial Services CORP. Has $8.43 Million Stock Position in Apple Inc. (NASDAQ:AAPL)
Peoples Financial Services CORP. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
33,352 Shares in Apple Inc. (NASDAQ:AAPL) Bought by Shira Ridge Wealth Management
Shira Ridge Wealth Management bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 33,352 shares of the iPhone... More of this article »
OneAscent Wealth Management LLC Acquires 1,121 Shares of Apple Inc. (NASDAQ:AAPL)
OneAscent Wealth Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 5.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,295 shares... More of this article »
Peak Financial Advisors LLC Has $671,000 Position in Apple Inc. (NASDAQ:AAPL)
Peak Financial Advisors LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 2.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Gill Capital Partners LLC Boosts Position in Apple Inc. (NASDAQ:AAPL)
Gill Capital Partners LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
OneAscent Wealth Management LLC Sells 672 Shares of Microsoft Co. (NASDAQ:MSFT)
OneAscent Wealth Management LLC reduced its position in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 13.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Heartwood Wealth Advisors LLC Has $978,000 Stake in Microsoft Co. (NASDAQ:MSFT)
Heartwood Wealth Advisors LLC boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 70.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Sold by Ackerman Capital Advisors LLC
Ackerman Capital Advisors LLC decreased its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Apple Inc. (NASDAQ:AAPL) Shares Sold by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA reduced its stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 9.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 146,265... More of this article »
Peak Financial Advisors LLC Cuts Stock Position in Microsoft Co. (NASDAQ:MSFT)
Peak Financial Advisors LLC lessened its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 25.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Avity Investment Management Inc. Sells 10,783 Shares of Apple Inc. (NASDAQ:AAPL)
Avity Investment Management Inc. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Apple Inc. (NASDAQ:AAPL) Shares Bought by Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 28.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Gill Capital Partners LLC Boosts Holdings in Microsoft Co. (NASDAQ:MSFT)
Gill Capital Partners LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Microsoft Co. (NASDAQ:MSFT) is Peoples Financial Services CORP.’s 3rd Largest Position
Peoples Financial Services CORP. cut its holdings in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Solitude Financial Services Reduces Stock Position in Apple Inc. (NASDAQ:AAPL)
Solitude Financial Services lessened its stake in Apple Inc. (NASDAQ:AAPL – Get Rating) by 10.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Ackerman Capital Advisors LLC Sells 1,000 Shares of Apple Inc. (NASDAQ:AAPL)
Ackerman Capital Advisors LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 15.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
CMH Wealth Management LLC Buys 3,350 Shares of Apple Inc. (NASDAQ:AAPL)
CMH Wealth Management LLC boosted its stake in Apple Inc. (NASDAQ:AAPL – Get Rating) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Microsoft Co. (NASDAQ:MSFT) Shares Sold by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Corundum Group Inc. Has $4.21 Million Stock Position in Apple Inc. (NASDAQ:AAPL)
Corundum Group Inc. trimmed its position in Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 32,391 shares of the iPhone... More of this article »
Shira Ridge Wealth Management Purchases Shares of 6,981 Microsoft Co. (NASDAQ:MSFT)
Shira Ridge Wealth Management purchased a new stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Allworth Financial LP Trims Position in T. Rowe Price Group, Inc. (NASDAQ:TROW)
Allworth Financial LP lessened its stake in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Get Rating) by 5.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Allworth Financial LP Sells 1,441 Shares of The Toronto-Dominion Bank (NYSE:TD)
Allworth Financial LP reduced its position in shares of The Toronto-Dominion Bank (NYSE:TD – Get Rating) (TSE:TD) by 12.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 10,084 shares... More of this article »
iShares S&P 500 Value ETF (NYSEARCA:IVE) Holdings Increased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Allworth Financial LP Sells 18,056 Shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)
Allworth Financial LP trimmed its holdings in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Get Rating) by 30.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its stake in shares of S&P Global Inc. (NYSE:SPGI – Get Rating) by 53.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,539 shares of the... More of this article »
Allworth Financial LP Has $667,000 Stock Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Allworth Financial LP reduced its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Get Rating) by 4.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,328 shares... More of this article »
Evanson Asset Management LLC Reduces Holdings in Amazon.com, Inc. (NASDAQ:AMZN)
Evanson Asset Management LLC decreased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Get Rating) by 2.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Amazon.com, Inc. (NASDAQ:AMZN) Stock Holdings Decreased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its position in Amazon.com, Inc. (NASDAQ:AMZN – Get Rating) by 8.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Grows Position in Lam Research Co. (NASDAQ:LRCX)
Dynamic Advisor Solutions LLC increased its position in Lam Research Co. (NASDAQ:LRCX – Get Rating) by 14.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Cuts Stock Holdings in Public Storage (NYSE:PSA)
Dynamic Advisor Solutions LLC reduced its position in shares of Public Storage (NYSE:PSA – Get Rating) by 19.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
State of Alaska Department of Revenue Raises Stake in Delta Air Lines, Inc. (NYSE:DAL)
State of Alaska Department of Revenue raised its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Get Rating) by 0.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Vista Private Wealth Partners. LLC Sells 143 Shares of Amazon.com, Inc. (NASDAQ:AMZN)
Vista Private Wealth Partners. LLC lowered its stake in Amazon.com, Inc. (NASDAQ:AMZN – Get Rating) by 3.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,510 shares of... More of this article »
Hennion & Walsh Asset Management Inc. Cuts Stake in Union Pacific Co. (NYSE:UNP)
Hennion & Walsh Asset Management Inc. reduced its holdings in shares of Union Pacific Co. (NYSE:UNP – Get Rating) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Sanders Morris Harris LLC
Sanders Morris Harris LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,845... More of this article »
Mutual Advisors LLC Grows Position in Illinois Tool Works Inc. (NYSE:ITW)
Mutual Advisors LLC grew its stake in Illinois Tool Works Inc. (NYSE:ITW – Get Rating) by 9.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Amazon.com, Inc. (NASDAQ:AMZN) Position Trimmed by Soundmark Wealth Management LLC
Soundmark Wealth Management LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Dynamic Advisor Solutions LLC Has $528,000 Stock Holdings in Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE)
Dynamic Advisor Solutions LLC lifted its position in Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Get Rating) by 2.6% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Hennion & Walsh Asset Management Inc. Has $642,000 Holdings in CMS Energy Co. (NYSE:CMS)
Hennion & Walsh Asset Management Inc. cut its stake in shares of CMS Energy Co. (NYSE:CMS – Get Rating) by 21.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Assenagon Asset Management S.A. Has $6.49 Million Stake in F5, Inc. (NASDAQ:FFIV)
Assenagon Asset Management S.A. increased its holdings in F5, Inc. (NASDAQ:FFIV – Get Rating) by 33.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
State of Alaska Department of Revenue Grows Stock Holdings in Southwest Airlines Co. (NYSE:LUV)
State of Alaska Department of Revenue lifted its position in shares of Southwest Airlines Co. (NYSE:LUV – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
State of Alaska Department of Revenue Sells 6,160 Shares of Paramount Global (NASDAQ:PARA)
State of Alaska Department of Revenue lessened its stake in Paramount Global (NASDAQ:PARA – Get Rating) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Hennion & Walsh Asset Management Inc. Purchases New Shares in Raymond James (NYSE:RJF)
Hennion & Walsh Asset Management Inc. purchased a new stake in shares of Raymond James (NYSE:RJF – Get Rating) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 5,217 shares... More of this article »
Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Transform Wealth LLC
Transform Wealth LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 13.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 121,859... More of this article »
Avery Dennison Co. (NYSE:AVY) Shares Sold by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. lowered its stake in shares of Avery Dennison Co. (NYSE:AVY – Get Rating) by 10.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
DNB Asset Management AS Lowers Position in Southwest Airlines Co. (NYSE:LUV)
DNB Asset Management AS lessened its holdings in Southwest Airlines Co. (NYSE:LUV – Get Rating) by 1.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 24,966... More of this article »
Digital Realty Trust, Inc. (NYSE:DLR) Shares Sold by Mutual Advisors LLC
Mutual Advisors LLC lessened its stake in Digital Realty Trust, Inc. (NYSE:DLR – Get Rating) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Ido Schoenberg Sells 136,208 Shares of American Well Co. (NYSE:AMWL) Stock
American Well Co. (NYSE:AMWL – Get Rating) CEO Ido Schoenberg sold 136,208 shares of the business’s stock in a transaction on Tuesday, March 21st. The stock was sold at an average price of $2.40, for a total transaction... More of this article »
Yousif Capital Management LLC Has $1.70 Million Stake in Foot Locker, Inc. (NYSE:FL)
Yousif Capital Management LLC trimmed its position in shares of Foot Locker, Inc. (NYSE:FL – Get Rating) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Hawaiian Bank Boosts Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
First Hawaiian Bank lifted its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Rating) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Christopher Bedi Sells 2,613 Shares of ServiceNow, Inc. (NYSE:NOW) Stock
ServiceNow, Inc. (NYSE:NOW – Get Rating) insider Christopher Bedi sold 2,613 shares of the stock in a transaction dated Wednesday, March 22nd. The stock was sold at an average price of $447.18, for a total transaction of $1,168,481.34.... More of this article »
First Hawaiian Bank Sells 848 Shares of The Hershey Company (NYSE:HSY)
First Hawaiian Bank decreased its holdings in The Hershey Company (NYSE:HSY – Get Rating) by 28.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Hawaiian Bank Lowers Position in Apple Inc. (NASDAQ:AAPL)
First Hawaiian Bank trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 6.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Applied Materials, Inc. (NASDAQ:AMAT) Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC boosted its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Get Rating) by 12.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Copart, Inc. (NASDAQ:CPRT) Shares Bought by Allworth Financial LP
Allworth Financial LP grew its holdings in shares of Copart, Inc. (NASDAQ:CPRT – Get Rating) by 105.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Allworth Financial LP Has $860,000 Holdings in Schwab U.S. Broad Market ETF (NYSEARCA:SCHB)
Allworth Financial LP grew its stake in shares of Schwab U.S. Broad Market ETF (NYSEARCA:SCHB – Get Rating) by 13.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Allworth Financial LP Raises Position in VICI Properties Inc. (NYSE:VICI)
Allworth Financial LP raised its stake in VICI Properties Inc. (NYSE:VICI – Get Rating) by 63.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Flagship Harbor Advisors LLC Sells 1,342 Shares of DocuSign, Inc. (NASDAQ:DOCU)
Flagship Harbor Advisors LLC lessened its holdings in DocuSign, Inc. (NASDAQ:DOCU – Get Rating) by 18.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
NIKE, Inc. (NYSE:NKE) Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC cut its stake in NIKE, Inc. (NYSE:NKE – Get Rating) by 9.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,153... More of this article »
Dynamic Advisor Solutions LLC Has $470,000 Stock Position in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL)
Dynamic Advisor Solutions LLC reduced its holdings in shares of VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Get Rating) by 62.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Dominion Energy, Inc. (NYSE:D) Shares Acquired by Allworth Financial LP
Allworth Financial LP increased its stake in Dominion Energy, Inc. (NYSE:D – Get Rating) by 58.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,060 shares of the utilities... More of this article »
Snap (NYSE:SNAP) Shares Gap Up to $11.05
Shares of Snap Inc. (NYSE:SNAP – Get Rating) gapped up before the market opened on Thursday . The stock had previously closed at $11.05, but opened at $11.56. Snap shares last traded at $11.87, with a volume of 7,138,566 shares... More of this article »
Dynamic Advisor Solutions LLC Sells 2,386 Shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Dynamic Advisor Solutions LLC lessened its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 19.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Increases Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
Dynamic Advisor Solutions LLC grew its holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Get Rating) by 17.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 22,120 shares... More of this article »
T-Mobile US, Inc. (NASDAQ:TMUS) Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) by 84.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Dynamic Advisor Solutions LLC Sells 536 Shares of Halliburton (NYSE:HAL)
Dynamic Advisor Solutions LLC decreased its holdings in shares of Halliburton (NYSE:HAL – Get Rating) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Dynamic Advisor Solutions LLC Sells 1,584 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Dynamic Advisor Solutions LLC decreased its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 34.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »