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Schwab Charitable Fund Increases Position in Norfolk Southern Co. (NYSE:NSC)
Schwab Charitable Fund raised its position in shares of Norfolk Southern Co. (NYSE:NSC) by 52.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned...
The Home Depot, Inc. (NYSE:HD) Shares Acquired by Handelsinvest Investeringsforvaltning
Handelsinvest Investeringsforvaltning increased its holdings in shares of The Home Depot, Inc. (NYSE:HD) by 403.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission...
Gibraltar Capital Management Inc. Trims Stock Holdings in iShares Edge MSCI USA Value Factor ETF (BATS:VLUE)
Gibraltar Capital Management Inc. lowered its holdings in iShares Edge MSCI USA Value Factor ETF (BATS:VLUE) by 13.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,434 shares of...
Cabot Wealth Management Inc. Acquires 2,298 Shares of The Home Depot, Inc. (NYSE:HD)
Cabot Wealth Management Inc. lifted its stake in The Home Depot, Inc. (NYSE:HD) by 6.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,492 shares...
Sky Investment Group LLC Acquires 2,197 Shares of Exxon Mobil Co. (NYSE:XOM)
Sky Investment Group LLC boosted its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 2.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund...
Sky Investment Group LLC Boosts Stock Position in The Home Depot, Inc. (NYSE:HD)
Sky Investment Group LLC increased its position in shares of The Home Depot, Inc. (NYSE:HD) by 13.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional...
iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Shares Sold by Great Valley Advisor Group Inc.
Great Valley Advisor Group Inc. decreased its position in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 29.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange...
Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Austin Private Wealth LLC
Austin Private Wealth LLC boosted its position in Tesla, Inc. (NASDAQ:TSLA) by 260.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,566...
Great Valley Advisor Group Inc. Boosts Stake in Caterpillar Inc. (NYSE:CAT)
Great Valley Advisor Group Inc. raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 175.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional...
Gemmer Asset Management LLC Sells 8,705 Shares of The Charles Schwab Co. (NYSE:SCHW)
Gemmer Asset Management LLC cut its holdings in shares of The Charles Schwab Co. (NYSE:SCHW) by 29.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,611 shares...
17,730 Shares in ARK Innovation ETF (NYSEARCA:ARKK) Bought by Capital Advisors Wealth Management LLC
Capital Advisors Wealth Management LLC bought a new position in ARK Innovation ETF (NYSEARCA:ARKK) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought...
Austin Private Wealth LLC Acquires 34,204 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Austin Private Wealth LLC lifted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 44.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 110,877 shares of...
Twele Capital Management Inc. Has $30.12 Million Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Twele Capital Management Inc. raised its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 7.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned...
Austin Private Wealth LLC Purchases New Shares in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Austin Private Wealth LLC purchased a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional...
Murphy Pohlad Asset Management LLC Grows Stock Position in Citigroup Inc. (NYSE:C)
Murphy Pohlad Asset Management LLC boosted its stake in shares of Citigroup Inc. (NYSE:C) by 4.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 55,272 shares of the company’s stock...
Murphy Pohlad Asset Management LLC Purchases 7,600 Shares of Comcast Co. (NASDAQ:CMCSA)
Murphy Pohlad Asset Management LLC boosted its position in shares of Comcast Co. (NASDAQ:CMCSA) by 8.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 101,970 shares of...
Murphy Pohlad Asset Management LLC Has $5.29 Million Position in Emerson Electric Co. (NYSE:EMR)
Murphy Pohlad Asset Management LLC grew its position in Emerson Electric Co. (NYSE:EMR) by 7.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 58,580 shares of the industrial...
Gemmer Asset Management LLC Increases Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
Gemmer Asset Management LLC raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 10.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor...
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Hurlow Wealth Management Group Inc.’s 3rd Largest Position
Hurlow Wealth Management Group Inc. grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 4.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The...
Gemmer Asset Management LLC Sells 10,259 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Gemmer Asset Management LLC trimmed its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 2.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned...
International Business Machines Co. (NYSE:IBM) Holdings Raised by Allied Investment Advisors LLC
Allied Investment Advisors LLC increased its holdings in International Business Machines Co. (NYSE:IBM) by 5.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission....
Johanson Financial Advisors Inc. Has $16.69 Million Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)
Johanson Financial Advisors Inc. boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG) by 0.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional...
iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Bought by Great Valley Advisor Group Inc.
Great Valley Advisor Group Inc. raised its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) by 3.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission....