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29,611 Vanguard FTSE Emerging Markets ETF $VWO Shares Purchased by Gridiron Partners LLC
Gridiron Partners LLC grew its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 95.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
6,472 Walmart Inc. $WMT Shares Purchased by Plan A Wealth LLC
Plan A Wealth LLC grew its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 266.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Cloudflare, Inc. $NET Stock Purchased by Artemis Investment Management LLP
Artemis Investment Management LLP grew its holdings in shares of Cloudflare, Inc. (NYSE:NET – Free Report) by 7.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Thermo Fisher Scientific Inc. $TMO Stock Purchased by Artemis Investment Management LLP
Artemis Investment Management LLP grew its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 105.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
3M Company $MMM Stock Purchased by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. raised its holdings in 3M Company (NYSE:MMM – Free Report) by 113.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,820 shares of... More of this article »
iShares Core S&P U.S. Growth ETF $IUSG Shares Newly Purchased by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. acquired a new position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
YHB Investment Advisors Inc. Increases Stake in Colgate-Palmolive Company $CL
YHB Investment Advisors Inc. grew its stake in Colgate-Palmolive Company (NYSE:CL – Free Report) by 388.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
125,495 Shares in Neuberger Short Duration Income ETF $NBSD Bought by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. purchased a new stake in Neuberger Short Duration Income ETF (NYSEARCA:NBSD – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
iShares Russell 1000 ETF $IWB Shares Newly Purchased by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. acquired a new position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
971 Cummins Inc. $CMI Shares Acquired by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. increased its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
YHB Investment Advisors Inc. Purchases 45,369 Shares of iShares MSCI Intl Quality Factor ETF $IQLT
YHB Investment Advisors Inc. acquired a new stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Stock Acquired by Peterson Wealth Advisors LLC
Peterson Wealth Advisors LLC grew its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
9,038 Vanguard Small-Cap Growth ETF $VBK Shares Sold by Titleist Asset Management LLC
Titleist Asset Management LLC lessened its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 54.5% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
The Boeing Company $BA Shares Sold by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC lessened its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 9.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Dimensional Emerging Markets Value ETF $DFEV Shares Newly Purchased by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC purchased a new position in shares of Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange... More of this article »
iShares S&P 100 ETF $OEF Stock Purchased by Titleist Asset Management LLC
Titleist Asset Management LLC boosted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 43.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 21,396... More of this article »
Avidian Wealth Enterprises LLC Buys 1,527,419 Shares of iShares Core S&P Mid-Cap ETF $IJH
Avidian Wealth Enterprises LLC purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Avidian Wealth Enterprises LLC Purchases 75,237 Shares of Avantis U.S. Small Cap Equity ETF $AVSC
Avidian Wealth Enterprises LLC acquired a new stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Titleist Asset Management LLC Boosts Stake in Vanguard Mega Cap Growth ETF $MGK
Titleist Asset Management LLC boosted its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 4,690.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
1,963 Vanguard S&P 500 ETF $VOO Shares Bought by Avidian Wealth Enterprises LLC
Avidian Wealth Enterprises LLC boosted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Long-Term Tax-Exempt Bond ETF $VTEL Shares Newly Purchased by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC acquired a new stake in shares of Vanguard Long-Term Tax-Exempt Bond ETF (BATS:VTEL – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
Franklin Resources, Inc. $BEN Holdings Trimmed by Artemis Investment Management LLP
Artemis Investment Management LLP reduced its stake in shares of Franklin Resources, Inc. (NYSE:BEN – Free Report) by 3.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Archer Daniels Midland Company $ADM Shares Purchased by Artemis Investment Management LLP
Artemis Investment Management LLP raised its holdings in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 182.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Artemis Investment Management LLP Grows Stock Position in Bloom Energy Corporation $BE
Artemis Investment Management LLP increased its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 10.4% during the third quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Artemis Investment Management LLP Sells 3,850,879 Shares of Pfizer Inc. $PFE
Artemis Investment Management LLP lowered its position in Pfizer Inc. (NYSE:PFE – Free Report) by 50.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Artemis Investment Management LLP Buys 6,442 Shares of Bank of New York Mellon Corporation $BNY
Artemis Investment Management LLP lifted its stake in Bank of New York Mellon Corporation (NYSE:BNY – Free Report) by 0.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Total Bond Market ETF $BND Shares Sold by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC reduced its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 10.1% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 128,827 shares of... More of this article »
Valeo Financial Advisors LLC Raises Stake in Vanguard FTSE Developed Markets ETF $VEA
Valeo Financial Advisors LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Vista Investment Partners LLC Acquires 3,500 Shares of Becton, Dickinson and Company $BDX
Vista Investment Partners LLC grew its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 104.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Valeo Financial Advisors LLC Purchases 103,653 Shares of iShares Core MSCI Emerging Markets ETF $IEMG
Valeo Financial Advisors LLC grew its position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 3.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
36,821 Shares in AT&T Inc. $T Purchased by Apeiron RIA LLC
Apeiron RIA LLC acquired a new position in shares of AT&T Inc. (NYSE:T – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Tactive Advisors LLC Acquires 26,020 Shares of iShares Russell 2000 BuyWrite ETF $IWMW
Tactive Advisors LLC bought a new stake in shares of iShares Russell 2000 BuyWrite ETF (BATS:IWMW – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 26,020... More of this article »
Vista Investment Partners LLC Sells 10,650 Shares of TXNM Energy, Inc. $TXNM
Vista Investment Partners LLC lessened its stake in TXNM Energy, Inc. (NYSE:TXNM – Free Report) by 48.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Veracity Capital LLC Acquires 6,775 Shares of Global X Silver Miners ETF $SIL
Veracity Capital LLC bought a new stake in Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm bought 6,775 shares of the company’s... More of this article »
Tactive Advisors LLC Makes New Investment in Roundhill S&P 500 Target 20 Managed Distribution ETF $XPAY
Tactive Advisors LLC acquired a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (NYSEARCA:XPAY – Free Report) during the third quarter, according to the company in its most recent disclosure with the... More of this article »
2,182 iShares Russell 2000 ETF $IWM Shares Sold by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC reduced its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 98,157 shares of... More of this article »
9,618 Shares of Occidental Petroleum Corporation $OXY Bought by Vista Investment Partners LLC
Vista Investment Partners LLC acquired a new position in Occidental Petroleum Corporation (NYSE:OXY – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Vanguard Value ETF $VTV Stock Holdings Lifted by Apeiron RIA LLC
Apeiron RIA LLC increased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 327.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,881 shares... More of this article »
14,576 Shares in Newmont Corporation $NEM Purchased by Everhart Financial Group Inc.
Everhart Financial Group Inc. bought a new stake in shares of Newmont Corporation (NYSE:NEM – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 14,576 shares... More of this article »
Broadcom Inc. $AVGO Stock Purchased by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. grew its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 112.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Alphabet Inc. $GOOG Shares Bought by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 35.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
138,545 Shares in Arqit Quantum Inc. $ARQQ Acquired by Kessler Investment Group LLC
Kessler Investment Group LLC bought a new stake in Arqit Quantum Inc. (NASDAQ:ARQQ – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Fidelity Blue Chip Growth ETF $FBCG Shares Purchased by Dickmeyer Boyce Financial Management Inc.
Dickmeyer Boyce Financial Management Inc. raised its stake in shares of Fidelity Blue Chip Growth ETF (BATS:FBCG – Free Report) by 231.0% during the third quarter, according to the company in its most recent 13F filing with the... More of this article »
Tesla, Inc. $TSLA Shares Bought by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 47.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
1,939 Mastercard Incorporated $MA Shares Purchased by Quintet Private Bank Europe S.A.
Quintet Private Bank Europe S.A. raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 6.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
AbbVie Inc. $ABBV Stock Sold by Hamlin Capital Management LLC
Hamlin Capital Management LLC reduced its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Ryman Hospitality Properties, Inc. $RHP Stock Position Cut by Hamlin Capital Management LLC
Hamlin Capital Management LLC lessened its holdings in shares of Ryman Hospitality Properties, Inc. (NYSE:RHP – Free Report) by 1.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Gradient Investments LLC Buys 870,462 Shares of Innovator Growth-100 Power Buffer ETF – June $NJUN
Gradient Investments LLC purchased a new position in shares of Innovator Growth-100 Power Buffer ETF – June (BATS:NJUN – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »