Home » Author Archive
General Dynamics Co. (NYSE:GD) Shares Sold by Empirical Finance LLC
Empirical Finance LLC lowered its stake in shares of General Dynamics Co. (NYSE:GD – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Entropy Technologies LP Purchases 29,325 Shares of Comerica Incorporated (NYSE:CMA)
Entropy Technologies LP grew its holdings in shares of Comerica Incorporated (NYSE:CMA – Free Report) by 303.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 38,995 shares of the financial... More of this article »
Birch Hill Investment Advisors LLC Has $117.32 Million Stake in Fiserv, Inc. (NYSE:FI)
Birch Hill Investment Advisors LLC reduced its position in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Stoneridge Investment Partners LLC Has $832,000 Holdings in AT&T Inc. (NYSE:T)
Stoneridge Investment Partners LLC trimmed its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 44.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Stiles Financial Services Inc Sells 25 Shares of Linde plc (NASDAQ:LIN)
Stiles Financial Services Inc cut its position in shares of Linde plc (NASDAQ:LIN – Free Report) by 3.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 630 shares of the basic materials company’s... More of this article »
Seelaus Asset Management LLC Purchases 338 Shares of Costco Wholesale Co. (NASDAQ:COST)
Seelaus Asset Management LLC raised its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 36.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,262 shares of the retailer’s... More of this article »
Apollon Wealth Management LLC Has $2.26 Million Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)
Apollon Wealth Management LLC increased its stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
HDFC Bank Limited (NYSE:HDB) Shares Purchased by Coronation Fund Managers Ltd.
Coronation Fund Managers Ltd. lifted its position in HDFC Bank Limited (NYSE:HDB – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
RAM Investment Partners LLC Acquires 1,600 Shares of Dimensional International Value ETF (NYSEARCA:DFIV)
RAM Investment Partners LLC increased its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 13.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
RAM Investment Partners LLC Acquires 932 Shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)
RAM Investment Partners LLC boosted its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 1.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 69,446 shares... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $57.87 Million Holdings in Ameren Co. (NYSE:AEE)
Sumitomo Mitsui Trust Group Inc. raised its holdings in Ameren Co. (NYSE:AEE – Free Report) by 1.2% 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 »
Sumitomo Mitsui DS Asset Management Company Ltd Acquires 381 Shares of Constellation Brands, Inc. (NYSE:STZ)
Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Financial Advocates Investment Management Acquires Shares of 799 GE Vernova Inc. (NYSE:GEV)
Financial Advocates Investment Management bought a new position in GE Vernova Inc. (NYSE:GEV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 799 shares... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Stake Trimmed by Financial Synergies Wealth Advisors Inc.
Financial Synergies Wealth Advisors Inc. cut its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 34.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vertiv Holdings Co (NYSE:VRT) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of Vertiv Holdings Co (NYSE:VRT – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the fifteen research firms that are currently covering the stock, Marketbeat reports. Four equities... More of this article »
Fonville Wealth Management LLC Sells 95 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Fonville Wealth Management LLC trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Angeles Wealth Management LLC Reduces Stock Holdings in Invesco QQQ (NASDAQ:QQQ)
Angeles Wealth Management LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Abbott Laboratories (NYSE:ABT) Stock Holdings Trimmed by Investment Advisory Services Inc. TX ADV
Investment Advisory Services Inc. TX ADV trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Bain Capital Specialty Finance (NYSE: BCSF) Enters into Agreement for the Issuance of $350 Million in NotesOn February 6, 2025, Bain Capital Specialty Finance, Inc. (BCSF) disclosed in an 8-K filing with the Securities and Exchange Commission that it
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Bain Capital Specialty Finance’s 8K filing here. Bain Capital Specialty Finance... More of this article »
Arlington Trust Co LLC Purchases Shares of 369 Air Products and Chemicals, Inc. (NYSE:APD)
Arlington Trust Co LLC acquired a new stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 369 shares of the basic materials company’s stock,... More of this article »
Vaughan Nelson Investment Management L.P. Purchases Shares of 2,324,455 Capri Holdings Limited (NYSE:CPRI)
Vaughan Nelson Investment Management L.P. acquired a new position in shares of Capri Holdings Limited (NYSE:CPRI – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Sells 785 Shares of Honeywell International Inc. (NASDAQ:HON)
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA decreased its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Moser Wealth Advisors LLC Buys 28,971 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Moser Wealth Advisors LLC raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 299.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) Shares Sold by Stephens Inc. AR
Stephens Inc. AR reduced its stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 0.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 77,452 shares of the... More of this article »
Birch Hill Investment Advisors LLC Grows Holdings in Xylem Inc. (NYSE:XYL)
Birch Hill Investment Advisors LLC increased its holdings in shares of Xylem Inc. (NYSE:XYL – Free Report) by 10.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Soltis Investment Advisors LLC Purchases 55,795 Shares of Lam Research Co. (NASDAQ:LRCX)
Soltis Investment Advisors LLC grew its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 904.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Quilter Plc Has $94.85 Million Stake in Rockwell Automation, Inc. (NYSE:ROK)
Quilter Plc boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
85,262 Shares in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Purchased by Vested Financial Planning LLC
Vested Financial Planning LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 85,262 shares of the... More of this article »
Empowered Funds LLC Buys 6,443 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Empowered Funds LLC increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
DecisionPoint Financial LLC Lowers Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
DecisionPoint Financial LLC cut its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
DecisionPoint Financial LLC Has $132,000 Stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)
DecisionPoint Financial LLC lifted its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Bought by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc. raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 2.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 49,409 shares... More of this article »
Ferguson Wellman Capital Management Inc. Sells 924 Shares of Zoetis Inc. (NYSE:ZTS)
Ferguson Wellman Capital Management Inc. lessened its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 5.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Kestra Private Wealth Services LLC Has $5.41 Million Stock Holdings in VanEck Semiconductor ETF (NASDAQ:SMH)
Kestra Private Wealth Services LLC raised its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 17.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Newbridge Financial Services Group Inc. Takes Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)
Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought... More of this article »
Wealthstar Advisors LLC Acquires New Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)
Wealthstar Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
17,302 Shares in iShares U.S. Utilities ETF (NYSEARCA:IDU) Bought by Wealthstar Advisors LLC
Wealthstar Advisors LLC acquired a new position in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
31,677 Shares in Goldman Sachs BDC, Inc. (NYSE:GSBD) Purchased by Stiles Financial Services Inc
Stiles Financial Services Inc bought a new stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »