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HCI Group, Inc. (NYSE:HCI) Shares Sold by Baldwin Wealth Partners LLC MA
Baldwin Wealth Partners LLC MA lessened its stake in HCI Group, Inc. (NYSE:HCI – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Oxford Lane Capital (NASDAQ:OXLC) Posts Earnings Results, Misses Expectations By $0.39 EPS
Oxford Lane Capital (NASDAQ:OXLC – Get Free Report) released its quarterly earnings results on Monday. The investment management company reported $0.28 earnings per share for the quarter, missing the consensus estimate of $0.67... More of this article »
Mount Yale Investment Advisors LLC Sells 31,500 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
Mount Yale Investment Advisors LLC lowered its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 20.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Parkside Investments LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Parkside Investments LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
1834 Investment Advisors Co. Makes New Investment in Palantir Technologies Inc. (NASDAQ:PLTR)
1834 Investment Advisors Co. purchased a new position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Piper Sandler Companies (NYSE:PIPR) Hits New 52-Week High – Here’s What Happened
Piper Sandler Companies (NYSE:PIPR – Get Free Report) shares reached a new 52-week high on Monday . The stock traded as high as $288.47 and last traded at $301.99, with a volume of 1642 shares. The stock had previously closed... More of this article »
Southwest Airlines Co. (NYSE:LUV) Shares Sold by West Wealth Group LLC
West Wealth Group LLC lessened its stake in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Atticus Wealth Management LLC Buys 313 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Atticus Wealth Management LLC increased its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 23.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Parkside Investments LLC Has $547,000 Holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)
Parkside Investments LLC trimmed its position in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 11.9% during the fourth quarter, according to its most recent disclosure with the... More of this article »
West Wealth Group LLC Purchases 5,398 Shares of iShares Global Energy ETF (NYSEARCA:IXC)
West Wealth Group LLC lifted its position in shares of iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 19.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
West Wealth Group LLC Grows Stock Holdings in iShares California Muni Bond ETF (NYSEARCA:CMF)
West Wealth Group LLC boosted its holdings in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 31.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Summit Financial Strategies Inc. Has $438,000 Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Summit Financial Strategies Inc. increased its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 81.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 2,707... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Purchased by Requisite Capital Management LLC
Requisite Capital Management LLC raised its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Tennessee Valley Asset Management Partners Increases Stock Position in Dell Technologies Inc. (NYSE:DELL)
Tennessee Valley Asset Management Partners grew its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 7.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Navis Wealth Advisors LLC Has $6.42 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)
Navis Wealth Advisors LLC cut its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Heartland Bank & Trust Co Has $329,000 Stock Holdings in Accenture plc (NYSE:ACN)
Heartland Bank & Trust Co lifted its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 18.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Buys 22,229 Shares of AT&T Inc. (NYSE:T)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in AT&T Inc. (NYSE:T – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Aurora Private Wealth Inc. Trims Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Aurora Private Wealth Inc. cut its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Stock Position Increased by Jim Saulnier & Associates LLC
Jim Saulnier & Associates LLC lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 19.6% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Parkside Investments LLC Has $5.08 Million Stock Position in The Southern Company (NYSE:SO)
Parkside Investments LLC lifted its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 27.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Parkside Investments LLC Has $970,000 Stock Holdings in SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM)
Parkside Investments LLC reduced its position in SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 3.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 20,475... More of this article »
Curran Financial Partners LLC Buys 262 Shares of General Electric (NYSE:GE)
Curran Financial Partners LLC increased its position in shares of General Electric (NYSE:GE – Free Report) by 13.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Stake Boosted by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent 13F... More of this article »
Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT) Shares Sold by Aurora Private Wealth Inc.
Aurora Private Wealth Inc. decreased its holdings in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 18.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Kavar Capital Partners Group LLC Invests $784,000 in Avantis International Equity ETF (NYSEARCA:AVDE)
Kavar Capital Partners Group LLC bought a new stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Webster Bank N. A. Reduces Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Webster Bank N. A. trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Webster Bank N. A. Buys 1,223 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Webster Bank N. A. increased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 7.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,806 shares... More of this article »
134,516 Shares in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) Acquired by Webster Bank N. A.
Webster Bank N. A. acquired a new stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 134,516 shares of... More of this article »
Cobblestone Asset Management LLC Increases Stock Holdings in Sprott Physical Silver Trust (NYSEARCA:PSLV)
Cobblestone Asset Management LLC boosted its holdings in Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
United Asset Strategies Inc. Has $6.04 Million Stake in Realty Income Co. (NYSE:O)
United Asset Strategies Inc. increased its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 4.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fidelity National Information Services, Inc. (NYSE:FIS) Shares Bought by Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC increased its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Two West Capital Advisors LLC Purchases 1,228 Shares of Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV)
Two West Capital Advisors LLC increased its position in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) by 8.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 15,118... More of this article »
Center For Asset Management LLC Invests $232,000 in Live Nation Entertainment, Inc. (NYSE:LYV)
Center For Asset Management LLC bought a new stake in Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Kontoor Brands, Inc. (NYSE:KTB) Shares Purchased by Pacer Advisors Inc.
Pacer Advisors Inc. raised its stake in Kontoor Brands, Inc. (NYSE:KTB – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Purchased by LexAurum Advisors LLC
LexAurum Advisors LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hunter Perkins Capital Management LLC Lowers Stock Holdings in Analog Devices, Inc. (NASDAQ:ADI)
Hunter Perkins Capital Management LLC reduced its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
First Citizens Bank & Trust Co. Sells 8,466 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
First Citizens Bank & Trust Co. cut its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 18.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Moody Lynn & Lieberson LLC Boosts Stock Position in Costco Wholesale Co. (NASDAQ:COST)
Moody Lynn & Lieberson LLC increased its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Drive Wealth Management LLC Purchases 26,291 Shares of iShares U.S. Treasury Bond ETF (BATS:GOVT)
Drive Wealth Management LLC raised its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
St. Johns Investment Management Company LLC Has $1.31 Million Stock Position in Johnson & Johnson (NYSE:JNJ)
St. Johns Investment Management Company LLC decreased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
KBC Group NV Reduces Stock Position in Zoom Video Communications, Inc. (NASDAQ:ZM)
KBC Group NV lessened its holdings in Zoom Video Communications, Inc. (NASDAQ:ZM – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Granite Group Advisors LLC Has $1.78 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Granite Group Advisors LLC boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 99.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
CSX Co. (NASDAQ:CSX) Shares Sold by Maj Invest Holding A S
Maj Invest Holding A S lowered its stake in CSX Co. (NASDAQ:CSX – Free Report) by 12.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,806,898 shares of the transportation company’s... More of this article »
Blue Trust Inc. Sells 2,237 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Blue Trust Inc. trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Legacy Financial Group LLC Grows Holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
Legacy Financial Group LLC increased its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Stewardship Advisors LLC Has $469,000 Position in Costco Wholesale Co. (NASDAQ:COST)
Stewardship Advisors LLC lessened its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Strategic Investment Advisors MI Lowers Stake in Public Service Enterprise Group Incorporated (NYSE:PEG)
Strategic Investment Advisors MI cut its stake in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 1.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 197,949 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 96.6% during the 4th quarter, according to the company in its most recent... More of this article »