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HF Advisory Group LLC Acquires 397 Shares of Alphabet Inc. (NASDAQ:GOOG)
HF Advisory Group LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Meta Platforms, Inc. (NASDAQ:META) is BNC Wealth Management LLC’s 8th Largest Position
BNC Wealth Management LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 7.2% during the fourth quarter, Holdings Channel reports. The firm owned 15,335 shares of the social networking company’s... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Sold by HF Advisory Group LLC
HF Advisory Group LLC decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.8% in the 4th quarter, HoldingsChannel reports. The fund owned 7,295 shares of the social networking company’s... More of this article »
Sysco Co. (NYSE:SYY) Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC grew its holdings in Sysco Co. (NYSE:SYY – Free Report) by 4.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 19,298 shares of the company’s stock... More of this article »
Clarius Group LLC Acquires 467 Shares of Exxon Mobil Co. (NYSE:XOM)
Clarius Group LLC raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.9% during the fourth quarter, HoldingsChannel reports. The fund owned 24,798 shares of the oil and gas company’s stock after... More of this article »
GenWealth Group Inc. Has $337,000 Stock Position in Exxon Mobil Co. (NYSE:XOM)
GenWealth Group Inc. increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 70.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Riversedge Advisors LLC Acquires 98 Shares of Meta Platforms, Inc. (NASDAQ:META)
Riversedge Advisors LLC increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Bought by Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,167 shares of the social networking... More of this article »
Ballew Advisors Inc Acquires 82 Shares of Meta Platforms, Inc. (NASDAQ:META)
Ballew Advisors Inc grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,664 shares of the social... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Holdings Trimmed by Clarius Group LLC
Clarius Group LLC lowered its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Aaron Wealth Advisors LLC Takes Position in WEC Energy Group, Inc. (NYSE:WEC)
Aaron Wealth Advisors LLC bought a new position in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Kera Capital Partners Inc. Purchases New Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Kera Capital Partners Inc. acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 19,600 shares of the financial services... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Herbst Group LLC
Herbst Group LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Ameritas Advisory Services LLC Acquires 45 Shares of FedEx Co. (NYSE:FDX)
Ameritas Advisory Services LLC lifted its stake in FedEx Co. (NYSE:FDX – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Broadcom Inc. (NASDAQ:AVGO) is Oak Ridge Investments LLC’s 6th Largest Position
Oak Ridge Investments LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Synopsys, Inc. (NASDAQ:SNPS) Shares Acquired by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC boosted its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 27.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Aaron Wealth Advisors LLC Acquires 641 Shares of Visa Inc. (NYSE:V)
Aaron Wealth Advisors LLC raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 16,001 shares of the credit-card processor’s stock after... More of this article »
Sax Wealth Advisors LLC Acquires 775 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Sax Wealth Advisors LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 7.7% in the fourth quarter, HoldingsChannel reports. The firm owned 10,894 shares of the information services provider’s... More of this article »
Freeport-McMoRan Inc. (NYSE:FCX) Holdings Raised by HB Wealth Management LLC
HB Wealth Management LLC grew its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Wallington Asset Management LLC Has $1.18 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
Wallington Asset Management LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
KRS Capital Management LLC Trims Stake in JPMorgan Chase & Co. (NYSE:JPM)
KRS Capital Management LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Trust Co. of Vermont Has $68,000 Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)
Trust Co. of Vermont decreased its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 17.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Sara Bay Financial Makes New $15.02 Million Investment in JPMorgan Chase & Co. (NYSE:JPM)
Sara Bay Financial acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 62,764 shares of... More of this article »
Trust Co. of Vermont Increases Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Trust Co. of Vermont boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.6% in the 4th quarter, Holdings Channel reports. The firm owned 214,320 shares of the financial services provider’s stock after... More of this article »
HB Wealth Management LLC Grows Position in MetLife, Inc. (NYSE:MET)
HB Wealth Management LLC grew its stake in MetLife, Inc. (NYSE:MET – Free Report) by 53.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Wealthcare Advisory Partners LLC Increases Stake in Illumina, Inc. (NASDAQ:ILMN)
Wealthcare Advisory Partners LLC raised its stake in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 11.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 4,214 shares of the life sciences company’s stock... More of this article »
Merit Financial Group LLC Boosts Stake in Medtronic plc (NYSE:MDT)
Merit Financial Group LLC lifted its holdings in Medtronic plc (NYSE:MDT – Free Report) by 327.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Aflac Incorporated (NYSE:AFL) Shares Sold by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC lowered its stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Clarius Group LLC Has $215,000 Holdings in Weyerhaeuser (NYSE:WY)
Clarius Group LLC boosted its holdings in shares of Weyerhaeuser (NYSE:WY – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Sysco Co. (NYSE:SYY) Shares Acquired by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC grew its holdings in shares of Sysco Co. (NYSE:SYY – Free Report) by 42.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 5,327 shares of the company’s stock... More of this article »
Aaron Wealth Advisors LLC Purchases 1,182 Shares of Citizens Financial Group, Inc. (NYSE:CFG)
Aaron Wealth Advisors LLC raised its holdings in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 23.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Arkadios Wealth Advisors Has $986,000 Holdings in Eaton Co. plc (NYSE:ETN)
Arkadios Wealth Advisors decreased its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 21.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,970 shares of the industrial products... More of this article »
Brooklyn Investment Group Buys Shares of 1,621 Summit Therapeutics Inc. (NASDAQ:SMMT)
Brooklyn Investment Group bought a new stake in Summit Therapeutics Inc. (NASDAQ:SMMT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 1,621... More of this article »
Merit Financial Group LLC Raises Stock Position in Spotify Technology S.A. (NYSE:SPOT)
Merit Financial Group LLC lifted its position in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 243.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Wealth Alliance Advisory Group LLC Buys 1,287 Shares of Alphabet Inc. (NASDAQ:GOOG)
Wealth Alliance Advisory Group LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,959 shares... More of this article »
Kera Capital Partners Inc. Makes New $3.17 Million Investment in Alphabet Inc. (NASDAQ:GOOG)
Kera Capital Partners Inc. bought a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 16,667 shares of the information... More of this article »
Shikiar Asset Management Inc. Sells 95 Shares of Alphabet Inc. (NASDAQ:GOOGL)
Shikiar Asset Management Inc. decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,975 shares of the information... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Bought by Selective Wealth Management Inc.
Selective Wealth Management Inc. grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Ameritas Advisory Services LLC Has $2.22 Million Stock Holdings in Waste Management, Inc. (NYSE:WM)
Ameritas Advisory Services LLC raised its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 48.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Deckers Outdoor Co. (NYSE:DECK) Shares Acquired by Ritholtz Wealth Management
Ritholtz Wealth Management lifted its holdings in Deckers Outdoor Co. (NYSE:DECK – Free Report) by 10.2% during the fourth quarter, Holdings Channel reports. The fund owned 2,928 shares of the textile maker’s stock after... More of this article »
Financial Management Professionals Inc. Purchases 350 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Financial Management Professionals Inc. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Triangle Securities Wealth Management Has $2.74 Million Holdings in Meta Platforms, Inc. (NASDAQ:META)
Triangle Securities Wealth Management cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.5% in the fourth quarter, HoldingsChannel reports. The fund owned 4,673 shares of the social networking... More of this article »
3,004 Shares in Motorola Solutions, Inc. (NYSE:MSI) Bought by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC purchased a new stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
HB Wealth Management LLC Purchases 3,650 Shares of Sempra (NYSE:SRE)
HB Wealth Management LLC grew its position in shares of Sempra (NYSE:SRE – Free Report) by 24.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
HB Wealth Management LLC Grows Stake in EOG Resources, Inc. (NYSE:EOG)
HB Wealth Management LLC increased its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
HB Wealth Management LLC Boosts Holdings in ServisFirst Bancshares, Inc. (NYSE:SFBS)
HB Wealth Management LLC increased its stake in shares of ServisFirst Bancshares, Inc. (NYSE:SFBS – Free Report) by 5.9% in the 4th quarter, HoldingsChannel reports. The firm owned 19,112 shares of the financial services provider’s... More of this article »
Wedge Capital Management L L P NC Lowers Holdings in LSB Industries, Inc. (NYSE:LXU)
Wedge Capital Management L L P NC decreased its position in LSB Industries, Inc. (NYSE:LXU – Free Report) by 10.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 116,271 shares... More of this article »
Merit Financial Group LLC Purchases 4,890 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)
Merit Financial Group LLC boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 206.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »