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FOCUS Wealth Advisors LLC Lowers Stock Holdings in Salesforce, Inc. (NYSE:CRM)
FOCUS Wealth Advisors LLC reduced its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,087 shares... More of this article »
Bremer Bank National Association Has $6.07 Million Position in Quanta Services, Inc. (NYSE:PWR)
Bremer Bank National Association lifted its holdings in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Purus Wealth Management LLC Takes Position in General Motors (NYSE:GM)
Purus Wealth Management LLC purchased a new position in shares of General Motors (NYSE:GM – Free Report) (TSE:GMM.U) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
AMI Investment Management Inc. Cuts Stock Holdings in Bank of America Co. (NYSE:BAC)
AMI Investment Management Inc. reduced its stake in Bank of America Co. (NYSE:BAC) by 5.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 82,481 shares of the financial services provider’s... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by City Holding Co.
City Holding Co. trimmed its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 37.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 33,370 shares of the entertainment giant’s stock after... More of this article »
Walmart Inc. (NYSE:WMT) Shares Sold by Wealth Alliance Advisory Group LLC
Wealth Alliance Advisory Group LLC trimmed its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Diversify Advisory Services LLC Buys 2,085 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Diversify Advisory Services LLC raised its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 6.8% during the 4th quarter, Holdings Channel reports. The fund owned 32,752 shares of the company’s... More of this article »
Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Bought by Maltin Wealth Management Inc.
Maltin Wealth Management Inc. raised its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.5% during the 4th quarter, Holdings Channel reports. The firm owned 24,311 shares of... More of this article »
Kinder Morgan, Inc. (NYSE:KMI) Position Boosted by Strong Tower Advisory Services
Strong Tower Advisory Services lifted its position in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 3.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 89,541... More of this article »
Union Savings Bank Acquires 66 Shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)
Union Savings Bank increased its holdings in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 34.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 256 shares of the company’s stock after... More of this article »
Uncommon Cents Investing LLC Trims Stake in Phillips 66 (NYSE:PSX)
Uncommon Cents Investing LLC reduced its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Renaissance Investment Group LLC Has $549,000 Stock Holdings in Chevron Co. (NYSE:CVX)
Renaissance Investment Group LLC cut its holdings in Chevron Co. (NYSE:CVX – Free Report) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
LVW Advisors LLC Boosts Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
LVW Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 128.1% in the fourth quarter, Holdings Channel reports. The firm owned 73,307 shares of the company’s stock after... More of this article »
Wooster Corthell Wealth Management Inc. Takes Position in The Travelers Companies, Inc. (NYSE:TRV)
Wooster Corthell Wealth Management Inc. bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought... More of this article »
Thrive Wealth Management LLC Sells 108 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Thrive Wealth Management LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.6% during the 4th quarter, HoldingsChannel reports. The firm owned 1,811 shares of the company’s stock... More of this article »
Gemmer Asset Management LLC Invests $1.16 Million in Invesco KBW Bank ETF (NASDAQ:KBWB)
Gemmer Asset Management LLC bought a new stake in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) in the 4th quarter, HoldingsChannel reports. The firm bought 17,681 shares of the company’s stock, valued at... More of this article »
Gemmer Asset Management LLC Has $10.39 Million Stock Holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC)
Gemmer Asset Management LLC trimmed its stake in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 5.8% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
MassMutual Private Wealth & Trust FSB Grows Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
MassMutual Private Wealth & Trust FSB grew its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,451,929 shares... More of this article »
MassMutual Private Wealth & Trust FSB Has $24.35 Million Position in Stryker Co. (NYSE:SYK)
MassMutual Private Wealth & Trust FSB decreased its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 67,641 shares... More of this article »
McCarthy & Cox Boosts Stock Position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)
McCarthy & Cox increased its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 43.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Monroe Capital Co. (NASDAQ:MRCC) Stock Position Boosted by LaFleur & Godfrey LLC
LaFleur & Godfrey LLC grew its stake in shares of Monroe Capital Co. (NASDAQ:MRCC – Free Report) by 197.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 64,810 shares of the financial... More of this article »
Joule Financial LLC Has $1.17 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Joule Financial LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.5% during the fourth quarter, Holdings Channel reports. The firm owned 1,988 shares of the company’s stock after... More of this article »
Short Interest in Hovnanian Enterprises, Inc. (NYSE:HOV) Expands By 12.1%
Hovnanian Enterprises, Inc. (NYSE:HOV – Get Free Report) saw a large growth in short interest in December. As of December 31st, there was short interest totalling 217,000 shares, a growth of 12.1% from the December 15th total... More of this article »
Zhang Financial LLC Purchases 2,236 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)
Zhang Financial LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
SFG Wealth Management LLC. Sells 178 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)
SFG Wealth Management LLC. reduced its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 34,208 shares of the company’s... More of this article »
Stokes Capital Advisors LLC Sells 809 Shares of Abbott Laboratories (NYSE:ABT)
Stokes Capital Advisors LLC cut its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 1.6% in the fourth quarter, HoldingsChannel reports. The firm owned 49,577 shares of the healthcare product maker’s... More of this article »
Archer-Daniels-Midland Company (NYSE:ADM) Short Interest Up 13.0% in December
Archer-Daniels-Midland Company (NYSE:ADM – Get Free Report) was the recipient of a large increase in short interest in the month of December. As of December 31st, there was short interest totalling 11,250,000 shares, an increase... More of this article »
Thrive Wealth Management LLC Buys 772 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Thrive Wealth Management LLC increased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 5.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 13,802 shares of the... More of this article »