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Jay S. Stout Sells 2,195 Shares of Immunovant, Inc. (NASDAQ:IMVT) Stock
Immunovant, Inc. (NASDAQ:IMVT – Get Free Report) CTO Jay S. Stout sold 2,195 shares of the firm’s stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $23.59, for a total value... More of this article »
Grimes & Company Inc. Has $1.22 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)
Grimes & Company Inc. raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 3,354 shares of the industrial products company’s... More of this article »
17,838 Shares in Invesco QQQ (NASDAQ:QQQ) Bought by Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Arkfeld Wealth Strategies L.L.C. Purchases 1,002 Shares of BWX Technologies, Inc. (NYSE:BWXT)
Arkfeld Wealth Strategies L.L.C. lifted its position in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 5.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 18,733 shares... More of this article »-logo-1200x675.png?v=20230920074015&w=240&h=220&zc=2){kind=logo}
Maplebear Inc. (NASDAQ:CART) Shares Bought by Arkfeld Wealth Strategies L.L.C.
Arkfeld Wealth Strategies L.L.C. boosted its holdings in shares of Maplebear Inc. (NASDAQ:CART – Free Report) by 70.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Chord Energy Co. (NASDAQ:CHRD) Holdings Lifted by Arkfeld Wealth Strategies L.L.C.
Arkfeld Wealth Strategies L.L.C. grew its position in shares of Chord Energy Co. (NASDAQ:CHRD – Free Report) by 3.5% in the fourth quarter, HoldingsChannel reports. The firm owned 92,211 shares of the company’s stock after... More of this article »
Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA) Shares Bought by Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC boosted its stake in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 10.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Merkkuri Wealth Advisors LLC Has $922,000 Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)
Merkkuri Wealth Advisors LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 17.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 4,833 shares of the company’s... More of this article »
Flagship Harbor Advisors LLC Has $8.81 Million Position in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)
Flagship Harbor Advisors LLC lowered its holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Flagship Harbor Advisors LLC Acquires 9,994 Shares of AB Ultra Short Income ETF (NYSEARCA:YEAR)
Flagship Harbor Advisors LLC grew its holdings in AB Ultra Short Income ETF (NYSEARCA:YEAR – Free Report) by 11.0% in the 4th quarter, Holdings Channel reports. The fund owned 100,569 shares of the company’s stock after... More of this article »
10,740 Shares in UiPath Inc. (NYSE:PATH) Acquired by Juncture Wealth Strategies LLC
Juncture Wealth Strategies LLC purchased a new position in shares of UiPath Inc. (NYSE:PATH – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 10,740 shares of the company’s stock, valued at... More of this article »
Harel Insurance Investments & Financial Services Ltd. Cuts Stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)
Harel Insurance Investments & Financial Services Ltd. lessened its stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 18.3% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Primerica (NYSE:PRI) Shares Down 0.6% – Here’s Why
Primerica, Inc. (NYSE:PRI – Get Free Report)’s share price traded down 0.6% during trading on Friday . The company traded as low as $290.03 and last traded at $289.87. 12,757 shares traded hands during mid-day trading,... More of this article »
Juncture Wealth Strategies LLC Buys 494 Shares of Global-E Online Ltd. (NASDAQ:GLBE)
Juncture Wealth Strategies LLC boosted its stake in shares of Global-E Online Ltd. (NASDAQ:GLBE – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Acquires 4,337 Shares of iShares U.S. Treasury Bond ETF (BATS:GOVT)
Cyndeo Wealth Partners LLC grew its holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 6.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 68,349 shares of the company’s... More of this article »
Linden Thomas Advisory Services LLC Buys 149 Shares of DocuSign, Inc. (NASDAQ:DOCU)
Linden Thomas Advisory Services LLC increased its stake in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 1.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
EOG Resources, Inc. (NYSE:EOG) Shares Sold by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 3.8% in the fourth quarter, HoldingsChannel reports. The firm owned 3,577 shares of the energy exploration company’s... More of this article »
Cyndeo Wealth Partners LLC Sells 17,505 Shares of TotalEnergies SE (NYSE:TTE)
Cyndeo Wealth Partners LLC lowered its position in TotalEnergies SE (NYSE:TTE – Free Report) by 33.5% during the 4th quarter, Holdings Channel reports. The firm owned 34,690 shares of the company’s stock after selling... More of this article »
Montecito Bank & Trust Has $15.06 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Montecito Bank & Trust grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Cerro Pacific Wealth Advisors LLC Raises Holdings in Eli Lilly and Company (NYSE:LLY)
Cerro Pacific Wealth Advisors LLC lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 3,248 shares of the company’s stock after acquiring... More of this article »
Pimco Total Return ETF (NYSEARCA:BOND) Holdings Decreased by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. reduced its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Insight Inv LLC Purchases New Holdings in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)
Insight Inv LLC acquired a new position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Insight Inv LLC Reduces Holdings in Madison Square Garden Sports Corp. (NYSE:MSGS)
Insight Inv LLC cut its stake in Madison Square Garden Sports Corp. (NYSE:MSGS – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Position Reduced by Stewardship Advisors LLC
Stewardship Advisors LLC reduced its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 21.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Acquired by Stewardship Advisors LLC
Stewardship Advisors LLC increased its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 13.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Stewardship Advisors LLC Has $537,000 Stock Position in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX)
Stewardship Advisors LLC raised its holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX – Free Report) by 26.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 10,269... More of this article »
Stewardship Advisors LLC Purchases 8,272 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)
Stewardship Advisors LLC raised its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 23.2% in the fourth quarter, Holdings Channel reports. The firm owned 43,942 shares of the company’s... More of this article »
Running Oak Capital LLC Boosts Stock Position in Avery Dennison Co. (NYSE:AVY)
Running Oak Capital LLC lifted its stake in shares of Avery Dennison Co. (NYSE:AVY – Free Report) by 13.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 63,830... More of this article »