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Robinson Value Management Ltd. Sells 7,504 Shares of Sprott Physical Silver Trust (NYSEARCA:PSLV)
Robinson Value Management Ltd. cut its holdings in Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 27.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by Howland Capital Management LLC
Howland Capital Management LLC increased its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Position Reduced by Elevation Wealth Partners LLC
Elevation Wealth Partners LLC lowered its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 3.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 10,612 shares of the exchange traded... More of this article »
Gunma Bank Ltd. Acquires 20,000 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Gunma Bank Ltd. lifted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 15.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 150,000... More of this article »
Farmers & Merchants Investments Inc. Invests $40,000 in Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW)
Farmers & Merchants Investments Inc. bought a new stake in Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW – Free Report) during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Alliance Wealth Advisors LLC Raises Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Alliance Wealth Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
15,979 Shares in Airbnb, Inc. (NASDAQ:ABNB) Bought by Elevate Capital Advisors LLC
Elevate Capital Advisors LLC bought a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought... More of this article »
Investment Advisory Services Inc. TX ADV Boosts Stake in Caterpillar Inc. (NYSE:CAT)
Investment Advisory Services Inc. TX ADV raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Altria Group, Inc. (NYSE:MO) Shares Purchased by Richard C. Young & CO. LTD.
Richard C. Young & CO. LTD. raised its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 2.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS) Stake Reduced by GGM Financials LLC
GGM Financials LLC decreased its holdings in shares of JP Morgan BetaBuilders U.S. Equity ETF (BATS:BBUS – Free Report) by 16.1% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Kingsview Wealth Management LLC Grows Position in Bitwise Bitcoin ETF (NYSEARCA:BITB)
Kingsview Wealth Management LLC grew its position in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 417.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 47,940 shares of the company’s... More of this article »
Salzhauer Michael Purchases 10,236 Shares of ConnectOne Bancorp, Inc. (NASDAQ:CNOB)
Salzhauer Michael lifted its position in shares of ConnectOne Bancorp, Inc. (NASDAQ:CNOB – Free Report) by 15.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 76,496 shares of the... More of this article »
Quilter Plc Sells 5,502 Shares of The Walt Disney Company (NYSE:DIS)
Quilter Plc cut its position in The Walt Disney Company (NYSE:DIS – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 173,761 shares... More of this article »
Comprehensive Financial Planning Inc. PA Invests $536,000 in Global X MLP ETF (NYSEARCA:MLPA)
Comprehensive Financial Planning Inc. PA acquired a new position in Global X MLP ETF (NYSEARCA:MLPA – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Soltis Investment Advisors LLC Purchases 97 Shares of The Sherwin-Williams Company (NYSE:SHW)
Soltis Investment Advisors LLC grew its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
47,491 Shares in The New York Times Company (NYSE:NYT) Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC purchased a new stake in The New York Times Company (NYSE:NYT – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 47,491 shares of the company’s... More of this article »
Kingsview Wealth Management LLC Sells 17,892 Shares of RTX Co. (NYSE:RTX)
Kingsview Wealth Management LLC lowered its holdings in RTX Co. (NYSE:RTX – Free Report) by 36.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 31,840 shares of the company’s stock after selling... More of this article »
MBA Advisors LLC Buys 458 Shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
MBA Advisors LLC raised its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Elevation Wealth Partners LLC Buys 150,240 Shares of First Trust BuyWrite Income ETF (NASDAQ:FTHI)
Elevation Wealth Partners LLC increased its position in First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 649.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 173,382 shares of the company’s... More of this article »
Wingate Wealth Advisors Inc. Makes New Investment in Vanguard Industrials ETF (NYSEARCA:VIS)
Wingate Wealth Advisors Inc. purchased a new stake in shares of Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm purchased 768 shares of the company’s... More of this article »
Vest Financial LLC Boosts Holdings in Motorola Solutions, Inc. (NYSE:MSI)
Vest Financial LLC grew its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 25.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,252 shares... More of this article »
1,214 Shares in Targa Resources Corp. (NYSE:TRGP) Acquired by Conning Inc.
Conning Inc. bought a new position in shares of Targa Resources Corp. (NYSE:TRGP – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Golden State Wealth Management LLC Purchases New Holdings in VanEck Short Muni ETF (BATS:SMB)
Golden State Wealth Management LLC acquired a new position in VanEck Short Muni ETF (BATS:SMB – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 7,778 shares... More of this article »
Waste Management, Inc. (NYSE:WM) Shares Purchased by Arlington Trust Co LLC
Arlington Trust Co LLC grew its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 25.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Golden State Wealth Management LLC Makes New $153,000 Investment in VanEck Oil Services ETF (NYSEARCA:OIH)
Golden State Wealth Management LLC acquired a new stake in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 565 shares... More of this article »
Empowered Funds LLC Raises Holdings in Phillips 66 (NYSE:PSX)
Empowered Funds LLC grew its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 168,514 shares of the... More of this article »
Benedict Financial Advisors Inc. Reduces Stake in Rollins, Inc. (NYSE:ROL)
Benedict Financial Advisors Inc. lessened its stake in shares of Rollins, Inc. (NYSE:ROL – Free Report) by 0.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Birch Hill Investment Advisors LLC Cuts Stock Holdings in Nutrien Ltd. (NYSE:NTR)
Birch Hill Investment Advisors LLC lowered its position in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Investment Advisory Services Inc. TX ADV Has $4.59 Million Stake in AbbVie Inc. (NYSE:ABBV)
Investment Advisory Services Inc. TX ADV cut its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Courtney E. Sacchetti Sells 445 Shares of Bankwell Financial Group, Inc. (NASDAQ:BWFG) Stock
Bankwell Financial Group, Inc. (NASDAQ:BWFG – Get Free Report) CFO Courtney E. Sacchetti sold 445 shares of the firm’s stock in a transaction on Friday, February 7th. The stock was sold at an average price of $32.66, for... More of this article »
Sumitomo Mitsui DS Asset Management Company Ltd Boosts Holdings in Camden Property Trust (NYSE:CPT)
Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Camden Property Trust (NYSE:CPT – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Birch Hill Investment Advisors LLC Reduces Stock Holdings in Mobileye Global Inc. (NASDAQ:MBLY)
Birch Hill Investment Advisors LLC reduced its position in Mobileye Global Inc. (NASDAQ:MBLY – Free Report) by 23.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Intuit Inc. (NASDAQ:INTU) Shares Bought by Entropy Technologies LP
Entropy Technologies LP raised its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 384.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »-2027-municipal-bond-etf-logo-1200x675.jpg?v=20230510111730&w=240&h=220&zc=2){kind=logo}
Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR) Shares Acquired by AlphaStar Capital Management LLC
AlphaStar Capital Management LLC increased its position in shares of Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent disclosure... More of this article »
Strategic Financial Concepts LLC Takes $2.59 Million Position in SPDR ICE Preferred Securities ETF (NYSEARCA:PSK)
Strategic Financial Concepts LLC acquired a new position in SPDR ICE Preferred Securities ETF (NYSEARCA:PSK – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Eukles Asset Management Sells 513 Shares of Texas Instruments Incorporated (NASDAQ:TXN)
Eukles Asset Management lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Bristlecone Advisors LLC
Bristlecone Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Silver Oak Securities Incorporated Invests $65,000 in Industrial Logistics Properties Trust (NASDAQ:ILPT)
Silver Oak Securities Incorporated purchased a new stake in Industrial Logistics Properties Trust (NASDAQ:ILPT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »