Home » Author Archive

Garmin Ltd. $GRMN Stake Raised by Corient Private Wealth LLC

Garmin Ltd. $GRMN Stake Raised by Corient Private Wealth LLC

Corient Private Wealth LLC lifted its holdings in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 38.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
BI Asset Management Fondsmaeglerselskab A S Decreases Stake in Packaging Corporation of America $PKG

BI Asset Management Fondsmaeglerselskab A S Decreases Stake in Packaging Corporation of America $PKG

BI Asset Management Fondsmaeglerselskab A S lowered its position in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 59.8% during the 1st quarter, according to the company in its most recent filing with... More of this article »
Corient Private Wealth LLC Acquires 33,697 Shares of Cullen/Frost Bankers, Inc. $CFR

Corient Private Wealth LLC Acquires 33,697 Shares of Cullen/Frost Bankers, Inc. $CFR

Corient Private Wealth LLC increased its holdings in shares of Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) by 199.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Evolve Private Wealth LLC Decreases Stake in MetLife, Inc. $MET

Evolve Private Wealth LLC Decreases Stake in MetLife, Inc. $MET

Evolve Private Wealth LLC cut its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 83.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Brookstone Capital Management Acquires 1,732 Shares of Dycom Industries, Inc. $DY

Brookstone Capital Management Acquires 1,732 Shares of Dycom Industries, Inc. $DY

Brookstone Capital Management raised its holdings in Dycom Industries, Inc. (NYSE:DY – Free Report) by 70.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Brookstone Capital Management Buys New Holdings in 2x Long VIX Futures ETF $UVIX

Brookstone Capital Management Buys New Holdings in 2x Long VIX Futures ETF $UVIX

Brookstone Capital Management acquired a new position in shares of 2x Long VIX Futures ETF (BATS:UVIX – Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 161,520 shares... More of this article »
Brookstone Capital Management Reduces Position in Invesco S&P 500 Momentum ETF $SPMO

Brookstone Capital Management Reduces Position in Invesco S&P 500 Momentum ETF $SPMO

Brookstone Capital Management decreased its holdings in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 93.0% in the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Corient Private Wealth LLC Sells 16,744 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

Corient Private Wealth LLC Sells 16,744 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

Corient Private Wealth LLC lessened its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 24.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
NVIDIA Corporation $NVDA Shares Sold by CPC Advisors LLC

NVIDIA Corporation $NVDA Shares Sold by CPC Advisors LLC

CPC Advisors LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 80.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Brookstone Capital Management Acquires 3,696 Shares of Vistra Corp. $VST

Brookstone Capital Management Acquires 3,696 Shares of Vistra Corp. $VST

Brookstone Capital Management increased its holdings in shares of Vistra Corp. (NYSE:VST – Free Report) by 47.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Brookstone Capital Management Sells 13,141 Shares of Amplify Transformational Data Sharing ETF $BLOK

Brookstone Capital Management Sells 13,141 Shares of Amplify Transformational Data Sharing ETF $BLOK

Brookstone Capital Management lowered its stake in shares of Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) by 34.6% during the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Brookstone Capital Management Has $1.67 Million Stock Position in Global X Copper Miners ETF $COPX

Brookstone Capital Management Has $1.67 Million Stock Position in Global X Copper Miners ETF $COPX

Brookstone Capital Management increased its stake in Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) by 437.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CPC Advisors LLC Sells 20,747 Shares of Alphabet Inc. $GOOGL

CPC Advisors LLC Sells 20,747 Shares of Alphabet Inc. $GOOGL

CPC Advisors LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 70.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Corient Private Wealth LLC Reduces Holdings in Kayne Anderson BDC, Inc. $KBDC

Corient Private Wealth LLC Reduces Holdings in Kayne Anderson BDC, Inc. $KBDC

Corient Private Wealth LLC reduced its stake in shares of Kayne Anderson BDC, Inc. (NYSE:KBDC – Free Report) by 23.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Evolve Private Wealth LLC Takes $522,000 Position in Harmony Biosciences Holdings, Inc. $HRMY

Evolve Private Wealth LLC Takes $522,000 Position in Harmony Biosciences Holdings, Inc. $HRMY

Evolve Private Wealth LLC bought a new stake in shares of Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Brookstone Capital Management Reduces Position in Innovator U.S. Equity Ultra Buffer ETF – September $USEP

Brookstone Capital Management Reduces Position in Innovator U.S. Equity Ultra Buffer ETF – September $USEP

Brookstone Capital Management trimmed its position in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP – Free Report) by 96.9% during the 1st quarter, according to the company in its most recent filing with... More of this article »
Brookstone Capital Management Lowers Stake in iShares Latin America 40 ETF $ILF

Brookstone Capital Management Lowers Stake in iShares Latin America 40 ETF $ILF

Brookstone Capital Management cut its position in shares of iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 34.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Buffalo Business & Estate Services Ltd. Buys 2,367 Shares of Broadcom Inc. $AVGO

Buffalo Business & Estate Services Ltd. Buys 2,367 Shares of Broadcom Inc. $AVGO

Buffalo Business & Estate Services Ltd. boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Essex Bank Reduces Position in Alphabet Inc. $GOOG

Essex Bank Reduces Position in Alphabet Inc. $GOOG

Essex Bank trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 13.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,049 shares... More of this article »
Brookstone Capital Management Invests $1.31 Million in Targa Resources, Inc. $TRGP

Brookstone Capital Management Invests $1.31 Million in Targa Resources, Inc. $TRGP

Brookstone Capital Management purchased a new position in Targa Resources, Inc. (NYSE:TRGP – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Evolve Private Wealth LLC Purchases Shares of 6,830 Pinnacle Financial Partners, Inc. $PNFP

Evolve Private Wealth LLC Purchases Shares of 6,830 Pinnacle Financial Partners, Inc. $PNFP

Evolve Private Wealth LLC purchased a new position in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vertiv Holdings Co. $VRT Shares Acquired by Brookstone Capital Management

Vertiv Holdings Co. $VRT Shares Acquired by Brookstone Capital Management

Brookstone Capital Management lifted its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 183.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Lumentum Holdings Inc. $LITE Shares Purchased by Brookstone Capital Management

Lumentum Holdings Inc. $LITE Shares Purchased by Brookstone Capital Management

Brookstone Capital Management raised its position in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 145.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Dimensional International Core Equity 2 ETF $DFIC Shares Bought by Brookstone Capital Management

Dimensional International Core Equity 2 ETF $DFIC Shares Bought by Brookstone Capital Management

Brookstone Capital Management grew its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 55.8% during the first quarter, according to the company in its most recent filing with the... More of this article »
Capstone Wealth Management Group LLC Has $2.83 Million Stake in Alphabet Inc. $GOOGL

Capstone Wealth Management Group LLC Has $2.83 Million Stake in Alphabet Inc. $GOOGL

Capstone Wealth Management Group LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 25.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »