Home » Author Archive


Modera Wealth Management LLC Buys 1,092 Shares of Accenture plc (NYSE:ACN)
Modera Wealth Management LLC raised its stake in Accenture plc (NYSE:ACN – Free Report) by 17.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Modera Wealth Management LLC Boosts Holdings in Vanguard Russell 1000 Value (NASDAQ:VONV)
Modera Wealth Management LLC lifted its stake in shares of Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Bailard Inc. Sells 4,554 Shares of iShares New York Muni Bond ETF (NYSEARCA:NYF)
Bailard Inc. decreased its position in shares of iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 12.1% during the 4th quarter, Holdings Channel reports. The fund owned 32,998 shares of the company’s stock... More of this article »
Bailard Inc. Purchases 3,906 Shares of iShares ESG Advanced MSCI EM ETF (NASDAQ:EMXF)
Bailard Inc. grew its holdings in shares of iShares ESG Advanced MSCI EM ETF (NASDAQ:EMXF – Free Report) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
ACR Alpine Capital Research LLC Grows Holdings in Liberty Global Ltd. (NASDAQ:LBTYA)
ACR Alpine Capital Research LLC raised its position in Liberty Global Ltd. (NASDAQ:LBTYA – Free Report) by 333.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Chevron Co. (NYSE:CVX) Position Raised by Schechter Investment Advisors LLC
Schechter Investment Advisors LLC lifted its holdings in Chevron Co. (NYSE:CVX – Free Report) by 5.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
7,173 Shares in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF) Bought by Bravias Capital Group LLC
Bravias Capital Group LLC acquired a new stake in shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
Cape Investment Advisory Inc. Sells 5,987 Shares of Paramount Global (NASDAQ:PARA)
Cape Investment Advisory Inc. cut its stake in Paramount Global (NASDAQ:PARA – Free Report) by 27.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Metis Global Partners LLC Has $2.31 Million Stock Position in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Metis Global Partners LLC grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 4.6% in the 4th quarter, Holdings Channel reports. The fund owned 1,948 shares of the specialty retailer’s... More of this article »
Metis Global Partners LLC Has $2.42 Million Position in Paychex, Inc. (NASDAQ:PAYX)
Metis Global Partners LLC lifted its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,228... More of this article »
Bravias Capital Group LLC Purchases Shares of 2,125 Marvell Technology, Inc. (NASDAQ:MRVL)
Bravias Capital Group LLC purchased a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 2,125 shares... More of this article »
Bravias Capital Group LLC Makes New $73,000 Investment in FS Credit Opportunities Corp. (NYSE:FSCO)
Bravias Capital Group LLC purchased a new stake in FS Credit Opportunities Corp. (NYSE:FSCO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Silver Coast Investments LLC Raises Stake in Vanguard Growth ETF (NYSEARCA:VUG)
Silver Coast Investments LLC grew its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 63.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 3,322 shares of the company’s... More of this article »
Trip.com Group Limited (NASDAQ:TCOM) Shares Bought by NINE MASTS CAPITAL Ltd
NINE MASTS CAPITAL Ltd lifted its stake in shares of Trip.com Group Limited (NASDAQ:TCOM – Free Report) by 455.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Gryphon Financial Partners LLC Purchases 3,719 Shares of Comcast Co. (NASDAQ:CMCSA)
Gryphon Financial Partners LLC raised its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 9.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 44,086 shares of the cable giant’s... More of this article »
Short Interest in China Mengniu Dairy Company Limited (OTCMKTS:CIADY) Increases By 133.3%
China Mengniu Dairy Company Limited (OTCMKTS:CIADY – Get Free Report) was the recipient of a large increase in short interest in the month of February. As of February 15th, there was short interest totalling 700 shares, an increase... More of this article »
Norden Group LLC Has $1.17 Million Stock Holdings in Sterling Infrastructure, Inc. (NASDAQ:STRL)
Norden Group LLC decreased its position in Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
2,025 Shares in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS) Purchased by Kelly Financial Group LLC
Kelly Financial Group LLC acquired a new position in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 2,025 shares... More of this article »
Kelly Financial Group LLC Takes Position in DNP Select Income Fund Inc. (NYSE:DNP)
Kelly Financial Group LLC acquired a new position in DNP Select Income Fund Inc. (NYSE:DNP – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 14,317 shares of the investment... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Stock Holdings Boosted by Meridian Wealth Management LLC
Meridian Wealth Management LLC boosted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.6% during the 4th quarter, HoldingsChannel reports. The firm owned 46,584 shares of the exchange traded fund’s stock... More of this article »Meridian Wealth Management LLC Boosts Holdings in VanEck Gold Miners ETF (NYSEARCA:GDX)
Meridian Wealth Management LLC increased its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 7.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 168,523 shares of the exchange traded... More of this article »
VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB) is Planning Directions Inc.’s 5th Largest Position
Planning Directions Inc. grew its holdings in shares of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 29.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Mutual of America Capital Management LLC Trims Stock Position in Lantheus Holdings, Inc. (NASDAQ:LNTH)
Mutual of America Capital Management LLC lowered its stake in shares of Lantheus Holdings, Inc. (NASDAQ:LNTH – Free Report) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 78,343... More of this article »
Keystone Wealth Services LLC Acquires 225 Shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)
Keystone Wealth Services LLC lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC – Free Report) by 6.4% in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
iShares Floating Rate Bond ETF (BATS:FLOT) Stock Holdings Reduced by Keystone Wealth Services LLC
Keystone Wealth Services LLC reduced its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 2.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 9,625 shares of the company’s stock... More of this article »
Mission Wealth Management LP Has $7.62 Million Position in Intuit Inc. (NASDAQ:INTU)
Mission Wealth Management LP trimmed its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 1.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 12,117 shares of the software maker’s... More of this article »
Sage Rhino Capital LLC Increases Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)
Sage Rhino Capital LLC grew its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 29.7% in the 4th quarter, HoldingsChannel reports. The firm owned 88,466 shares of the exchange traded... More of this article »
Sage Rhino Capital LLC Reduces Position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)
Sage Rhino Capital LLC cut its holdings in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 7.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »