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Forty three Eighteen Advisors LLC Takes Position in AllianzIM U.S. Large Cap Buffer20 Jul ETF $JULW
Forty three Eighteen Advisors LLC bought a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Kovitz Investment Group Partners LLC Has $3.33 Million Position in Marathon Petroleum Corporation $MPC
Kovitz Investment Group Partners LLC lessened its holdings in Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 65.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Corient Private Wealth LLC Acquires 119,913 Shares of Vanguard Small-Cap ETF $VB
Corient Private Wealth LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 26.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Corient Private Wealth LLC
Corient Private Wealth LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 208.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Chelsea Counsel Co. Has $13.98 Million Stake in Alphabet Inc. $GOOG
Chelsea Counsel Co. cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 44,560 shares... More of this article »
Clear Retirement Advice LLC Invests $617,000 in Alphabet Inc. $GOOG
Clear Retirement Advice LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 1,852 shares of the information services provider’s stock,... More of this article »
Alphabet Inc. $GOOG Shares Sold by Banque Transatlantique SA
Banque Transatlantique SA decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Alphabet Inc. $GOOG Shares Bought by Groupama Asset Managment
Groupama Asset Managment raised its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 98,537 shares... More of this article »
Corient Private Wealth LLC Has $171.36 Million Holdings in iShares Russell 1000 Value ETF $IWD
Corient Private Wealth LLC decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Coastline Complete Wealth LLC Takes $11.90 Million Position in Invesco QQQ $QQQ
Coastline Complete Wealth LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Corient Private Wealth LLC Has $168.41 Million Position in Vanguard Total International Stock ETF $VXUS
Corient Private Wealth LLC raised its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 230.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Corient Private Wealth LLC Has $172.04 Million Stake in Vanguard Short-Term Corporate Bond ETF $VCSH
Corient Private Wealth LLC raised its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 156.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Groupama Asset Managment Has $133.66 Million Stock Position in Walmart Inc. $WMT
Groupama Asset Managment increased its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 9.9% during the fourth quarter, HoldingsChannel reports. The fund owned 1,199,705 shares of the retailer’s stock after... More of this article »
Coastline Complete Wealth LLC Purchases Shares of 2,320 Alphabet Inc. $GOOG
Coastline Complete Wealth LLC purchased a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Groupama Asset Managment Has $48.80 Million Stock Position in Tesla, Inc. $TSLA
Groupama Asset Managment trimmed its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
BDFS Capital LLC Takes $1.07 Million Position in Alphabet Inc. $GOOG
BDFS Capital LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired... More of this article »
Flax Pond Capital LLC Acquires New Position in ASA Gold and Precious Metals Limited $ASA
Flax Pond Capital LLC acquired a new stake in ASA Gold and Precious Metals Limited (NYSE:ASA – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Financially in Tune LLC Makes New $1.28 Million Investment in Vanguard FTSE Emerging Markets ETF $VWO
Financially in Tune LLC acquired a new position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Corient Private Wealth LLC Raises Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Corient Private Wealth LLC raised its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 8.6% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
DGS Capital Management LLC Increases Holdings in Alphabet Inc. $GOOG
DGS Capital Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 36.6% during the 4th quarter, Holdings Channel reports. The firm owned 43,821 shares of the information services provider’s... More of this article »
Corient Private Wealth LLC Acquires 31,361 Shares of Stryker Corporation $SYK
Corient Private Wealth LLC lifted its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 3.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Corient Private Wealth LLC Purchases 188,531 Shares of Amgen Inc. $AMGN
Corient Private Wealth LLC grew its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 54.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Beacon Advisors Holdings LLC Buys New Holdings in Invesco QQQ $QQQ
Beacon Advisors Holdings LLC acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 9,939 shares of the exchange traded fund’s... More of this article »