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Salesforce, Inc. (NYSE:CRM) Shares Sold by Lyell Wealth Management LP
Lyell Wealth Management LP lowered its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Disciplined Equity Management Inc. Invests $53,000 in Danaher Co. (NYSE:DHR)
Disciplined Equity Management Inc. purchased a new position in shares of Danaher Co. (NYSE:DHR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Intuit Inc. (NASDAQ:INTU) Stake Cut by Lyell Wealth Management LP
Lyell Wealth Management LP cut its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Purchased by Lyell Wealth Management LP
Lyell Wealth Management LP grew its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Disciplined Equity Management Inc. Has $69,000 Position in Pfizer Inc. (NYSE:PFE)
Disciplined Equity Management Inc. raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 1,047.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,410 shares of the biopharmaceutical... More of this article »
Disciplined Equity Management Inc. Makes New Investment in Comcast Co. (NASDAQ:CMCSA)
Disciplined Equity Management Inc. acquired a new position in Comcast Co. (NASDAQ:CMCSA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
498 Shares in SPDR Gold Shares (NYSEARCA:GLD) Acquired by Disciplined Equity Management Inc.
Disciplined Equity Management Inc. purchased a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 498 shares... More of this article »
Disciplined Equity Management Inc. Buys Shares of 1,000 Cirrus Logic, Inc. (NASDAQ:CRUS)
Disciplined Equity Management Inc. bought a new stake in Cirrus Logic, Inc. (NASDAQ:CRUS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Disciplined Equity Management Inc. Takes Position in Moody’s Co. (NYSE:MCO)
Disciplined Equity Management Inc. purchased a new stake in shares of Moody’s Co. (NYSE:MCO – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Disciplined Equity Management Inc. Purchases New Holdings in Universal Co. (NYSE:UVV)
Disciplined Equity Management Inc. purchased a new stake in Universal Co. (NYSE:UVV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 2,000 shares... More of this article »
Disciplined Equity Management Inc. Invests $161,000 in Waste Management, Inc. (NYSE:WM)
Disciplined Equity Management Inc. purchased a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 900 shares of the business services provider’s... More of this article »
3,000 Shares in Steel Dynamics, Inc. (NASDAQ:STLD) Purchased by Disciplined Equity Management Inc.
Disciplined Equity Management Inc. purchased a new position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Disciplined Equity Management Inc.’s 2nd Largest Position
Disciplined Equity Management Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Disciplined Equity Management Inc. Has $2.80 Million Position in Iron Mountain Incorporated (NYSE:IRM)
Disciplined Equity Management Inc. decreased its holdings in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Disciplined Equity Management Inc. Makes New $774,000 Investment in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Disciplined Equity Management Inc. purchased a new position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Disciplined Equity Management Inc. Purchases 13,440 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)
Disciplined Equity Management Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Community Bank N.A. Has $3.21 Million Stock Holdings in Chubb Limited (NYSE:CB)
Community Bank N.A. raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 1.4% in the 4th quarter, HoldingsChannel reports. The firm owned 14,185 shares of the financial services provider’s stock after... More of this article »
Blackstone Inc. (NYSE:BX) Shares Sold by Disciplined Equity Management Inc.
Disciplined Equity Management Inc. decreased its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 6.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
International Business Machines Co. (NYSE:IBM) Position Trimmed by Poplar Forest Capital LLC
Poplar Forest Capital LLC reduced its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Bailard Inc. Purchases 3,037 Shares of Target Co. (NYSE:TGT)
Bailard Inc. lifted its position in Target Co. (NYSE:TGT – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Bailard Inc. Sells 2,603 Shares of The Walt Disney Company (NYSE:DIS)
Bailard Inc. decreased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Ghe LLC Increases Stock Position in eBay Inc. (NASDAQ:EBAY)
Ghe LLC boosted its stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Paychex, Inc. (NASDAQ:PAYX) Shares Bought by Ghe LLC
Ghe LLC raised its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,065 shares of the... More of this article »
PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Bought by Ghe LLC
Ghe LLC grew its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 23,529 shares of the... More of this article »
Ghe LLC Has $3.15 Million Position in TriNet Group, Inc. (NYSE:TNET)
Ghe LLC lifted its position in shares of TriNet Group, Inc. (NYSE:TNET – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Disciplined Equity Management Inc. Has $25.07 Million Stock Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
Disciplined Equity Management Inc. grew its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Compass Financial Group Inc. Lowers Position in iShares Gold Trust (NYSEARCA:IAU)
Compass Financial Group Inc. lessened its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,002... More of this article »
Sound Financial Strategies Group LLC Has $619,000 Holdings in Chevron Co. (NYSE:CVX)
Sound Financial Strategies Group LLC cut its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 27.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
The Progressive Co. (NYSE:PGR) Shares Bought by Ghe LLC
Ghe LLC increased its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Compass Financial Group Inc. Reduces Stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)
Compass Financial Group Inc. lowered its holdings in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 12.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Compass Financial Group Inc. Buys New Stake in iShares National Muni Bond ETF (NYSEARCA:MUB)
Compass Financial Group Inc. bought a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 9,232 shares of the exchange... More of this article »
Ghe LLC Sells 45 Shares of Adobe Inc. (NASDAQ:ADBE)
Ghe LLC cut its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,336 shares... More of this article »
Compass Financial Group Inc. Decreases Stock Position in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)
Compass Financial Group Inc. cut its stake in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 48.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Bailard Inc.
Bailard Inc. lessened its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 69,923 shares of the company’s stock... More of this article »
Morgan Stanley (NYSE:MS) Shares Sold by Bailard Inc.
Bailard Inc. lowered its position in Morgan Stanley (NYSE:MS – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Bailard Inc. Has $13.40 Million Holdings in Prologis, Inc. (NYSE:PLD)
Bailard Inc. grew its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 0.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 100,533 shares of... More of this article »
Compass Financial Group Inc. Lowers Stake in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)
Compass Financial Group Inc. lessened its holdings in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 0.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Compass Financial Group Inc. Lowers Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)
Compass Financial Group Inc. lessened its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is Compass Financial Group Inc.’s 10th Largest Position
Compass Financial Group Inc. decreased its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 27.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Compass Financial Group Inc.
Compass Financial Group Inc. raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Compass Financial Group Inc. Invests $2.62 Million in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB)
Compass Financial Group Inc. bought a new stake in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 102,313 shares of the company’s... More of this article »
Compass Financial Group Inc. Has $3.20 Million Stock Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Compass Financial Group Inc. trimmed its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 18.9% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Poplar Forest Capital LLC Sells 66,473 Shares of Dominion Energy, Inc. (NYSE:D)
Poplar Forest Capital LLC reduced its stake in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 25.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
The Home Depot, Inc. (NYSE:HD) Stake Lifted by BIP Wealth LLC
BIP Wealth LLC increased its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Poplar Forest Capital LLC Reduces Stock Position in Dollar Tree, Inc. (NASDAQ:DLTR)
Poplar Forest Capital LLC reduced its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 28.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Poplar Forest Capital LLC Trims Holdings in FedEx Co. (NYSE:FDX)
Poplar Forest Capital LLC reduced its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 28.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Poplar Forest Capital LLC Reduces Holdings in Sensata Technologies Holding plc (NYSE:ST)
Poplar Forest Capital LLC trimmed its stake in Sensata Technologies Holding plc (NYSE:ST – Free Report) by 27.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Poplar Forest Capital LLC Cuts Stock Position in Las Vegas Sands Corp. (NYSE:LVS)
Poplar Forest Capital LLC lessened its stake in shares of Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 15.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »