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Meyer Handelman Co. Has $92.15 Million Stock Position in JPMorgan Chase & Co. $JPM
Meyer Handelman Co. boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Continuum Advisory LLC Increases Stock Position in Caterpillar Inc. $CAT
Continuum Advisory LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 21.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,864 shares of the industrial... More of this article »
OLD National Bancorp IN Cuts Stock Position in JPMorgan Chase & Co. $JPM
OLD National Bancorp IN lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 105,080 shares of... More of this article »
Continuum Advisory LLC Boosts Stock Holdings in Qualcomm Incorporated $QCOM
Continuum Advisory LLC raised its holdings in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 111.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Dupree Financial Group LLC Invests $1.78 Million in Micron Technology, Inc. $MU
Dupree Financial Group LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 5,272... More of this article »
Schwab US Dividend Equity ETF $SCHD Shares Acquired by Barry Investment Advisors LLC
Barry Investment Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 13.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Clarity Wealth Development LLC Acquires 7,844 Shares of Vanguard FTSE Developed Markets ETF $VEA
Clarity Wealth Development LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Dell Technologies Inc. $DELL Shares Sold by Formidable Asset Management LLC
Formidable Asset Management LLC reduced its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 63.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Apollon Financial LLC Purchases 1,495 Shares of SPDR Gold Shares $GLD
Apollon Financial LLC boosted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,487... More of this article »
Meta Platforms, Inc. $META Stake Cut by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Meta Platforms, Inc. $META Shares Bought by Tanager Wealth Management LLP
Tanager Wealth Management LLP lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 26.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Ritholtz Wealth Management Purchases 4,424 Shares of Meta Platforms, Inc. $META
Ritholtz Wealth Management raised its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 41,026 shares of the social... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Foster & Motley Inc.
Foster & Motley Inc. lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,264 shares of the financial... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Fiduciary Alliance LLC
Fiduciary Alliance LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
JPMorgan Chase & Co. $JPM Shares Sold by Cardano Risk Management B.V.
Cardano Risk Management B.V. lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 89.8% in the first quarter, HoldingsChannel.com reports. The fund owned 888,058 shares of the financial services provider’s... More of this article »
ExxonMobil Corporation $XOM Shares Purchased by Drum Hill Capital LLC
Drum Hill Capital LLC raised its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 63.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
iShares Core S&P Mid-Cap ETF $IJH is Catalyst Capital Advisors LLC’s 2nd Largest Position
Catalyst Capital Advisors LLC grew its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Reviewing BTC Development (BDCI) and Its Peers
BTC Development (NASDAQ:BDCI – Get Free Report) is one of 336 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its competitors? We will compare BTC Development to related... More of this article »
Head-To-Head Review: BTC Development (BDCI) and Its Competitors
BTC Development (NASDAQ:BDCI – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare BTC Development to related companies based... More of this article »
Hsbc Holdings PLC Cuts Stock Holdings in VanEck Semiconductor ETF $SMH
Hsbc Holdings PLC lessened its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 33.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Tesla, Inc. $TSLA Shares Acquired by Econ Financial Services Corp
Econ Financial Services Corp lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 26.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Analyzing Infleqtion (INFQ) and The Competition
Infleqtion (NYSE:INFQ – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it weigh in compared to its peers? We will compare Infleqtion to similar companies based on... More of this article »
Constellation Investments Inc. Cuts Position in iShares Core S&P Mid-Cap ETF $IJH
Constellation Investments Inc. trimmed its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 68.0% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »