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Corient Private Wealth LLC Acquires New Shares in New Mountain Finance Corporation $NMFC
Corient Private Wealth LLC bought a new position in shares of New Mountain Finance Corporation (NASDAQ:NMFC – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Corient Private Wealth LLC Buys 18,492 Shares of VeriSign, Inc. $VRSN
Corient Private Wealth LLC grew its position in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 109.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Corient Private Wealth LLC Acquires 592,940 Shares of FrontView REIT, Inc. $FVR
Corient Private Wealth LLC raised its holdings in shares of FrontView REIT, Inc. (NYSE:FVR – Free Report) by 353.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Corient Private Wealth LLC Increases Stock Holdings in Labcorp Holdings Inc. $LH
Corient Private Wealth LLC increased its stake in shares of Labcorp Holdings Inc. (NYSE:LH – Free Report) by 14.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 31,018... More of this article »
Blue Trust Inc. Buys 107,886 Shares of Blue Owl Technology Finance Corp. $OTF
Blue Trust Inc. lifted its stake in Blue Owl Technology Finance Corp. (NYSE:OTF – Free Report) by 85.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dimensional International High Profitability ETF $DIHP Shares Purchased by Apella Capital LLC
Apella Capital LLC grew its stake in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 56.1% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Dock Street Asset Management Inc. Acquires 58,588 Shares of ServiceNow, Inc. $NOW
Dock Street Asset Management Inc. lifted its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 25.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Dock Street Asset Management Inc. Trims Stake in Netflix, Inc. $NFLX
Dock Street Asset Management Inc. reduced its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 22.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
BTC Capital Management Inc. Acquires 1,455 Shares of Amgen Inc. $AMGN
BTC Capital Management Inc. grew its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 21.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Intuitive Surgical, Inc. $ISRG Stock Position Raised by BTC Capital Management Inc.
BTC Capital Management Inc. boosted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 58.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Mastercard Incorporated $MA is Dock Street Asset Management Inc.’s 8th Largest Position
Dock Street Asset Management Inc. lowered its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
BTC Capital Management Inc. Acquires 28,771 Shares of Barclays PLC $BCS
BTC Capital Management Inc. raised its stake in shares of Barclays PLC (NYSE:BCS – Free Report) by 37.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
BTC Capital Management Inc. Has $3.19 Million Position in Sony Corporation $SONY
BTC Capital Management Inc. grew its stake in shares of Sony Corporation (NYSE:SONY – Free Report) by 57.1% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
BTC Capital Management Inc. Purchases 15,052 Shares of UBS Group AG $UBS
BTC Capital Management Inc. lifted its holdings in UBS Group AG (NYSE:UBS – Free Report) by 26.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 72,621... More of this article »
Top Streaming Stocks To Keep An Eye On – June 22nd
Roku, Spotify Technology, Franco-Nevada, Tencent Music Entertainment Group, and NetEase are the five Streaming stocks to watch today, according to MarketBeat’s stock screener tool. “Streaming stocks” refers to stocks of... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Sold by Dock Street Asset Management Inc.
Dock Street Asset Management Inc. cut its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 48.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Dock Street Asset Management Inc. Boosts Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR
Dock Street Asset Management Inc. increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 29.0% during the first quarter, according to the company in its most recent disclosure... More of this article »
Dimensional National Municipal Bond ETF $DFNM Holdings Boosted by Dopkins Wealth Management LLC
Dopkins Wealth Management LLC grew its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 9.4% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Delphi Management Inc. MA Lowers Stock Holdings in AZZ Inc. $AZZ
Delphi Management Inc. MA lowered its position in AZZ Inc. (NYSE:AZZ – Free Report) by 27.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 9,918 shares of the industrial products company’s... More of this article »
The Cheesecake Factory Incorporated $CAKE Shares Sold by Delphi Management Inc. MA
Delphi Management Inc. MA lessened its position in shares of The Cheesecake Factory Incorporated (NASDAQ:CAKE – Free Report) by 29.1% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Brian Low Financial Group LLC Sells 5,867 Shares of Cameco Corporation $CCJ
Brian Low Financial Group LLC trimmed its position in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 43.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Dock Street Asset Management Inc. Buys New Stake in Datadog, Inc. $DDOG
Dock Street Asset Management Inc. purchased a new stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) during the first quarter, according to its most recent filing with the SEC. The fund purchased 59,203 shares of the company’s... More of this article »
Brian Low Financial Group LLC Acquires New Shares in Invesco S&P 500 Equal Weight Industrials ETF $RSPN
Brian Low Financial Group LLC purchased a new position in Invesco S&P 500 Equal Weight Industrials ETF (NYSEARCA:RSPN – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »