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27,903 Shares in Meta Platforms, Inc. (NASDAQ:META) Acquired by North Star Asset Management Inc.
North Star Asset Management Inc. bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 27,903 shares of the social... More of this article »
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by M&R Capital Management Inc.
M&R Capital Management Inc. cut its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 25.9% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Gleason Group Inc. Sells 73,162 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Gleason Group Inc. lowered its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 40.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Invesco QQQ Trust (NASDAQ:QQQ) Shares Bought by E&G Advisors LP
E&G Advisors LP boosted its holdings in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 1.3% 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 »
Harbour Capital Advisors LLC Increases Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Harbour Capital Advisors LLC grew its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 0.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 6,198 shares... More of this article »
Walmart Inc. (NYSE:WMT) Shares Purchased by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc. increased its position in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 108.9% in the fourth quarter, HoldingsChannel reports. The firm owned 254,479 shares of the retailer’s... More of this article »
Stewardship Advisors LLC Buys Shares of 4,890 Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Stewardship Advisors LLC acquired a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Professional Advisory Services Inc. Has $234,000 Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Professional Advisory Services Inc. decreased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 96.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Investure LLC Has $29.31 Million Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Investure LLC lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 8.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 83,416 shares of the company’s... More of this article »
Pettinga Financial Advisors LLC Grows Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Pettinga Financial Advisors LLC boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 986.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Acquired by Allworth Financial LP
Allworth Financial LP increased its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 28.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Gibraltar Capital Management Inc. Has $597,000 Holdings in Union Pacific Co. (NYSE:UNP)
Gibraltar Capital Management Inc. raised its position in shares of Union Pacific Co. (NYSE:UNP – Get Rating) by 6.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,885 shares of the... More of this article »
Acropolis Investment Management LLC Decreases Stock Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Acropolis Investment Management LLC reduced its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Adirondack Trust Co. Invests $670,000 in Meta Platforms, Inc. (NASDAQ:META)
Adirondack Trust Co. purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 5,568 shares... More of this article »
Aprio Wealth Management LLC Buys Shares of 4,226 Vanguard Real Estate ETF (NYSEARCA:VNQ)
Aprio Wealth Management LLC bought a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 4,226 shares... More of this article »
New England Professional Planning Group Inc. Purchases 2,578 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
New England Professional Planning Group Inc. increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 2.2% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Focused Wealth Management Inc Raises Holdings in Invesco QQQ Trust (NASDAQ:QQQ)
Focused Wealth Management Inc boosted its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 3,081.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
First Heartland Consultants Inc. Has $6.79 Million Holdings in Vanguard Value ETF (NYSEARCA:VTV)
First Heartland Consultants Inc. boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 3.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Range Financial Group LLC Increases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Range Financial Group LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) 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 »
Gofen & Glossberg LLC IL Has $19.09 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Gofen & Glossberg LLC IL decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
AT&T Inc. (NYSE:T) Shares Purchased by Aurora Private Wealth Inc.
Aurora Private Wealth Inc. boosted its stake in AT&T Inc. (NYSE:T – Get Rating) by 7.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Norwood Financial Corp Trims Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Norwood Financial Corp cut its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Evanson Asset Management LLC Sells 3,772 Shares of Walmart Inc. (NYSE:WMT)
Evanson Asset Management LLC decreased its stake in Walmart Inc. (NYSE:WMT – Get Rating) by 42.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,024 shares of the... More of this article »
Burns J W & Co. Inc. NY Boosts Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Burns J W & Co. Inc. NY grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 15.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Cooper Financial Group Increases Stock Position in Raytheon Technologies Co. (NYSE:RTX)
Cooper Financial Group raised its position in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 16.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Stewardship Advisors LLC Invests $434,000 in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Stewardship Advisors LLC bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Adirondack Trust Co. Sells 132 Shares of The Walt Disney Company (NYSE:DIS)
Adirondack Trust Co. trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Segment Wealth Management LLC Trims Stock Position in Caterpillar Inc. (NYSE:CAT)
Segment Wealth Management LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 10.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 2,825 shares of the industrial products company’s... More of this article »
First Heartland Consultants Inc. Has $3.92 Million Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
First Heartland Consultants Inc. raised its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 206.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Northside Capital Management LLC Increases Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Northside Capital Management LLC raised its stake in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 15.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Jacobs & Co. CA Sells 875 Shares of Bristol-Myers Squibb (NYSE:BMY)
Jacobs & Co. CA decreased its position in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 122,933... More of this article »
Jacobs & Co. CA Has $12.10 Million Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
Jacobs & Co. CA cut its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) by 1.5% 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 Has $6.52 Million Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Dynamic Advisor Solutions LLC lifted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 8.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Gateway Investment Advisers LLC Boosts Stake in Adobe Inc. (NASDAQ:ADBE)
Gateway Investment Advisers LLC grew its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 0.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 155,337 shares of the software... More of this article »
Cooper Financial Group Purchases 735 Shares of Walmart Inc. (NYSE:WMT)
Cooper Financial Group boosted its holdings in Walmart Inc. (NYSE:WMT – Get Rating) by 16.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Gateway Investment Advisers LLC Lowers Stake in Altria Group, Inc. (NYSE:MO)
Gateway Investment Advisers LLC reduced its position in shares of Altria Group, Inc. (NYSE:MO – Get Rating) by 14.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Cohen Klingenstein LLC Purchases Shares of 3,600 Elevance Health, Inc. (NYSE:ELV)
Cohen Klingenstein LLC purchased a new stake in shares of Elevance Health, Inc. (NYSE:ELV – 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 »
Greenfield Savings Bank Has $1.45 Million Stock Holdings in AT&T Inc. (NYSE:T)
Greenfield Savings Bank trimmed its holdings in AT&T Inc. (NYSE:T – Get Rating) by 1.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Cadent Capital Advisors LLC Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Cadent Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Creative Capital Management Investments LLC Makes New Investment in AT&T Inc. (NYSE:T)
Creative Capital Management Investments LLC bought a new stake in AT&T Inc. (NYSE:T – 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 »
Strategy Asset Managers LLC Purchases 2,996 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)
Strategy Asset Managers LLC grew its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 20.3% in the 4th quarter, HoldingsChannel reports. The fund owned 17,743 shares of the company’s stock... More of this article »
John W. Brooker & Co. CPAs Grows Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)
John W. Brooker & Co. CPAs grew its position in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 59.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 6,274 shares of the company’s stock... More of this article »
Segment Wealth Management LLC Trims Holdings in Raytheon Technologies Co. (NYSE:RTX)
Segment Wealth Management LLC lessened its holdings in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 1.6% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Ballew Advisors Inc Has $264,000 Stock Position in Truist Financial Co. (NYSE:TFC)
Ballew Advisors Inc reduced its stake in shares of Truist Financial Co. (NYSE:TFC – Get Rating) by 21.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Gofen & Glossberg LLC IL Raises Stock Holdings in Caterpillar Inc. (NYSE:CAT)
Gofen & Glossberg LLC IL boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Range Financial Group LLC Decreases Position in iShares MBS ETF (NASDAQ:MBB)
Range Financial Group LLC lessened its holdings in iShares MBS ETF (NASDAQ:MBB – Get Rating) by 12.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
E&G Advisors LP Cuts Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
E&G Advisors LP trimmed its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) by 9.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
New England Professional Planning Group Inc. Has $406,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
New England Professional Planning Group Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 19.9% in the fourth quarter, according to the company in its most recent filing... More of this article »