Home » Author Archive

Image for General Electric (NYSE:GE) Shares Bought by Vanguard Personalized Indexing Management LLC

General Electric (NYSE:GE) Shares Bought by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC grew its stake in shares of General Electric (NYSE:GE – Free Report) by 15.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 87,014 shares... More of this article »
Image for Meiji Yasuda Asset Management Co Ltd. Has $16.46 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Meiji Yasuda Asset Management Co Ltd. Has $16.46 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Meiji Yasuda Asset Management Co Ltd. raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 7.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Virtu Financial LLC Sells 17,879 Shares of Netflix, Inc. (NASDAQ:NFLX)

Virtu Financial LLC Sells 17,879 Shares of Netflix, Inc. (NASDAQ:NFLX)

Virtu Financial LLC cut its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 85.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Shares Bought by Mercer Global Advisors Inc. ADV

Johnson & Johnson (NYSE:JNJ) Shares Bought by Mercer Global Advisors Inc. ADV

Mercer Global Advisors Inc. ADV grew its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 695,805 shares of the... More of this article »
Image for 485 Shares in The Goldman Sachs Group, Inc. (NYSE:GS) Purchased by Meridian Wealth Partners LLC

485 Shares in The Goldman Sachs Group, Inc. (NYSE:GS) Purchased by Meridian Wealth Partners LLC

Meridian Wealth Partners LLC bought a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for SYSTM Wealth Solutions LLC Reduces Position in Danaher Co. (NYSE:DHR)

SYSTM Wealth Solutions LLC Reduces Position in Danaher Co. (NYSE:DHR)

SYSTM Wealth Solutions LLC trimmed its stake in Danaher Co. (NYSE:DHR – Free Report) by 8.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Perennial Investment Advisors LLC Reduces Stock Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Perennial Investment Advisors LLC Reduces Stock Position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Perennial Investment Advisors LLC cut its stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 31.0% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Amalgamated Bank Cuts Stock Holdings in Linde plc (NASDAQ:LIN)

Amalgamated Bank Cuts Stock Holdings in Linde plc (NASDAQ:LIN)

Amalgamated Bank lowered its stake in Linde plc (NASDAQ:LIN – Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,081... More of this article »
Image for Vanguard Personalized Indexing Management LLC Raises Stock Holdings in The Progressive Co. (NYSE:PGR)

Vanguard Personalized Indexing Management LLC Raises Stock Holdings in The Progressive Co. (NYSE:PGR)

Vanguard Personalized Indexing Management LLC lifted its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Stake Reduced by Meiji Yasuda Life Insurance Co

PepsiCo, Inc. (NASDAQ:PEP) Stake Reduced by Meiji Yasuda Life Insurance Co

Meiji Yasuda Life Insurance Co decreased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Bradley Foster & Sargent Inc. CT Increases Stock Position in General Electric (NYSE:GE)

Bradley Foster & Sargent Inc. CT Increases Stock Position in General Electric (NYSE:GE)

Bradley Foster & Sargent Inc. CT increased its stake in shares of General Electric (NYSE:GE – Free Report) by 174.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Mutual of America Capital Management LLC Reduces Holdings in KLA Co. (NASDAQ:KLAC)

Mutual of America Capital Management LLC Reduces Holdings in KLA Co. (NASDAQ:KLAC)

Mutual of America Capital Management LLC trimmed its stake in KLA Co. (NASDAQ:KLAC – Free Report) by 4.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Elevance Health, Inc. (NYSE:ELV) is SYSTM Wealth Solutions LLC’s 9th Largest Position

Elevance Health, Inc. (NYSE:ELV) is SYSTM Wealth Solutions LLC’s 9th Largest Position

SYSTM Wealth Solutions LLC trimmed its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 22.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Danaher Co. (NYSE:DHR) Shares Sold by Amalgamated Bank

Danaher Co. (NYSE:DHR) Shares Sold by Amalgamated Bank

Amalgamated Bank lessened its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Central Asset Investments & Management Holdings HK Ltd Purchases 8,000 Shares of iShares Bitcoin Trust (NASDAQ:IBIT)

Central Asset Investments & Management Holdings HK Ltd Purchases 8,000 Shares of iShares Bitcoin Trust (NASDAQ:IBIT)

Central Asset Investments & Management Holdings HK Ltd raised its position in iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) by 38.1% during the 2nd quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Viant Technology Inc. (NASDAQ:DSP) Short Interest Update

Viant Technology Inc. (NASDAQ:DSP) Short Interest Update

Viant Technology Inc. (NASDAQ:DSP – Get Free Report) was the target of a significant growth in short interest in August. As of August 31st, there was short interest totalling 653,500 shares, a growth of 10.8% from the August... More of this article »
Image for Lam Research Co. (NASDAQ:LRCX) Shares Purchased by Meiji Yasuda Life Insurance Co

Lam Research Co. (NASDAQ:LRCX) Shares Purchased by Meiji Yasuda Life Insurance Co

Meiji Yasuda Life Insurance Co increased its position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 3.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Meiji Yasuda Life Insurance Co Sells 1,047 Shares of Deere & Company (NYSE:DE)

Meiji Yasuda Life Insurance Co Sells 1,047 Shares of Deere & Company (NYSE:DE)

Meiji Yasuda Life Insurance Co lessened its position in Deere & Company (NYSE:DE – Free Report) by 7.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,867... More of this article »
Image for Mercer Global Advisors Inc. ADV Has $51.58 Million Stock Holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Mercer Global Advisors Inc. ADV Has $51.58 Million Stock Holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Mercer Global Advisors Inc. ADV lowered its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 10.7% in the second quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for True Vision MN LLC Makes New $389,000 Investment in Keurig Dr Pepper Inc. (NASDAQ:KDP)

True Vision MN LLC Makes New $389,000 Investment in Keurig Dr Pepper Inc. (NASDAQ:KDP)

True Vision MN LLC purchased a new position in Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Image for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Bought by Wealth Alliance

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Bought by Wealth Alliance

Wealth Alliance grew its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 6.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 70,147 shares of the... More of this article »
Image for Zega Financial LLC Boosts Stake in Intuit Inc. (NASDAQ:INTU)

Zega Financial LLC Boosts Stake in Intuit Inc. (NASDAQ:INTU)

Zega Financial LLC raised its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 38.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Watsco, Inc. (NYSE:WSO) Shares Bought by Blair William & Co. IL

Watsco, Inc. (NYSE:WSO) Shares Bought by Blair William & Co. IL

Blair William & Co. IL boosted its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 1.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Mercer Global Advisors Inc. ADV Trims Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Mercer Global Advisors Inc. ADV Trims Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Mercer Global Advisors Inc. ADV decreased its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 1.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Mondrian Investment Partners LTD Has $127.75 Million Stake in HCA Healthcare, Inc. (NYSE:HCA)

Mondrian Investment Partners LTD Has $127.75 Million Stake in HCA Healthcare, Inc. (NYSE:HCA)

Mondrian Investment Partners LTD decreased its stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 11.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mondrian Investment Partners LTD Sells 793,257 Shares of Novartis AG (NYSE:NVS)

Mondrian Investment Partners LTD Sells 793,257 Shares of Novartis AG (NYSE:NVS)

Mondrian Investment Partners LTD lowered its stake in Novartis AG (NYSE:NVS – Free Report) by 38.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Mutual of America Capital Management LLC Boosts Holdings in Ameriprise Financial, Inc. (NYSE:AMP)

Mutual of America Capital Management LLC Boosts Holdings in Ameriprise Financial, Inc. (NYSE:AMP)

Mutual of America Capital Management LLC grew its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 6.0% in the second quarter, HoldingsChannel reports. The fund owned 30,234 shares of the financial services... More of this article »
Image for Lingotto Investment Management LLP Boosts Holdings in VanEck Gold Miners ETF (NYSEARCA:GDX)

Lingotto Investment Management LLP Boosts Holdings in VanEck Gold Miners ETF (NYSEARCA:GDX)

Lingotto Investment Management LLP raised its stake in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 4.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Clearstead Trust LLC Acquires 641 Shares of Alphabet Inc. (NASDAQ:GOOG)

Clearstead Trust LLC Acquires 641 Shares of Alphabet Inc. (NASDAQ:GOOG)

Clearstead Trust LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) is Pekin Hardy Strauss Inc.’s 4th Largest Position

Exxon Mobil Co. (NYSE:XOM) is Pekin Hardy Strauss Inc.’s 4th Largest Position

Pekin Hardy Strauss Inc. lifted its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 19.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Sun Life Financial Inc. Decreases Stake in iShares MSCI Germany ETF (NYSEARCA:EWG)

Sun Life Financial Inc. Decreases Stake in iShares MSCI Germany ETF (NYSEARCA:EWG)

Sun Life Financial Inc. lessened its holdings in iShares MSCI Germany ETF (NYSEARCA:EWG – Free Report) by 6.1% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Genuine Parts (NYSE:GPC) Shares Sold by SYSTM Wealth Solutions LLC

Genuine Parts (NYSE:GPC) Shares Sold by SYSTM Wealth Solutions LLC

SYSTM Wealth Solutions LLC lowered its position in shares of Genuine Parts (NYSE:GPC – Free Report) by 39.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for SYSTM Wealth Solutions LLC Sells 5,539 Shares of Equifax Inc. (NYSE:EFX)

SYSTM Wealth Solutions LLC Sells 5,539 Shares of Equifax Inc. (NYSE:EFX)

SYSTM Wealth Solutions LLC lowered its holdings in shares of Equifax Inc. (NYSE:EFX – Free Report) by 44.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,792 shares... More of this article »
Image for Mondrian Investment Partners LTD Has $926,000 Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Mondrian Investment Partners LTD Has $926,000 Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Mondrian Investment Partners LTD boosted its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Sold by True Vision MN LLC

iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Sold by True Vision MN LLC

True Vision MN LLC decreased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 61.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Systematic Alpha Investments LLC Buys 155,500 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Systematic Alpha Investments LLC Buys 155,500 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Systematic Alpha Investments LLC increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 84.5% during the second quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Lingotto Investment Management LLP Has $311.05 Million Stake in Paramount Global (NASDAQ:PARA)

Lingotto Investment Management LLP Has $311.05 Million Stake in Paramount Global (NASDAQ:PARA)

Lingotto Investment Management LLP increased its stake in shares of Paramount Global (NASDAQ:PARA – Free Report) by 628.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Disciplined Investments LLC Makes New Investment in BlackRock TCP Capital Corp. (NASDAQ:TCPC)

Disciplined Investments LLC Makes New Investment in BlackRock TCP Capital Corp. (NASDAQ:TCPC)

Disciplined Investments LLC purchased a new position in BlackRock TCP Capital Corp. (NASDAQ:TCPC – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Perennial Investment Advisors LLC Purchases 1,027 Shares of Altria Group, Inc. (NYSE:MO)

Perennial Investment Advisors LLC Purchases 1,027 Shares of Altria Group, Inc. (NYSE:MO)

Perennial Investment Advisors LLC increased its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 22.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Virtu Financial LLC Buys Shares of 18,498 Paychex, Inc. (NASDAQ:PAYX)

Virtu Financial LLC Buys Shares of 18,498 Paychex, Inc. (NASDAQ:PAYX)

Virtu Financial LLC bought a new position in Paychex, Inc. (NASDAQ:PAYX – Free Report) in the second quarter, Holdings Channel.com reports. The firm bought 18,498 shares of the business services provider’s stock, valued... More of this article »
Image for BlackRock, Inc. (NYSE:BLK) Shares Acquired by Lokken Investment Group LLC

BlackRock, Inc. (NYSE:BLK) Shares Acquired by Lokken Investment Group LLC

Lokken Investment Group LLC boosted its holdings in BlackRock, Inc. (NYSE:BLK – Free Report) by 10.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for BlackWall Limited (ASX:BWF) to Issue Final Dividend of $0.03

BlackWall Limited (ASX:BWF) to Issue Final Dividend of $0.03

BlackWall Limited (ASX:BWF – Get Free Report) declared a final dividend on Wednesday, September 18th, MarketIndexAU reports. Shareholders of record on Thursday, October 10th will be paid a dividend of 0.025 per share on Thursday,... More of this article »
Image for G2 Capital Management LLC OH Raises Holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

G2 Capital Management LLC OH Raises Holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

G2 Capital Management LLC OH increased its stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 4.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Axxcess Wealth Management LLC Has $2.96 Million Stake in Duke Energy Co. (NYSE:DUK)

Axxcess Wealth Management LLC Has $2.96 Million Stake in Duke Energy Co. (NYSE:DUK)

Axxcess Wealth Management LLC boosted its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 8.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Plancorp LLC Lowers Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Plancorp LLC Lowers Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Plancorp LLC cut its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Perennial Investment Advisors LLC Takes Position in First Trust Cloud Computing ETF (NASDAQ:SKYY)

Perennial Investment Advisors LLC Takes Position in First Trust Cloud Computing ETF (NASDAQ:SKYY)

Perennial Investment Advisors LLC bought a new stake in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Stock Yards Bank & Trust Co. Trims Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Stock Yards Bank & Trust Co. Trims Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Stock Yards Bank & Trust Co. cut its holdings in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,902 shares of... More of this article »
Image for Perennial Investment Advisors LLC Acquires 3,532 Shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Perennial Investment Advisors LLC Acquires 3,532 Shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Perennial Investment Advisors LLC increased its holdings in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) by 60.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Ford Motor (NYSE:F) Stock Holdings Cut by Stock Yards Bank & Trust Co.

Ford Motor (NYSE:F) Stock Holdings Cut by Stock Yards Bank & Trust Co.

Stock Yards Bank & Trust Co. reduced its position in shares of Ford Motor (NYSE:F – Free Report) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Crew Energy Inc. (OTCMKTS:CWEGF) Sees Significant Drop in Short Interest

Crew Energy Inc. (OTCMKTS:CWEGF) Sees Significant Drop in Short Interest

Crew Energy Inc. (OTCMKTS:CWEGF – Get Free Report) was the recipient of a large decline in short interest in August. As of August 31st, there was short interest totalling 1,234,700 shares, a decline of 15.7% from the August... More of this article »