Home » Author Archive


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 »