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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 »