Home » Author Archive

Image for Interactive Financial Advisors Inc. Sells 489 Shares of Invesco S&P 500 Equal Weight Real Estate ETF (NYSEARCA:RSPR)

Interactive Financial Advisors Inc. Sells 489 Shares of Invesco S&P 500 Equal Weight Real Estate ETF (NYSEARCA:RSPR)

Interactive Financial Advisors Inc. lessened its stake in Invesco S&P 500 Equal Weight Real Estate ETF (NYSEARCA:RSPR – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Gryphon Financial Partners LLC Has $722,000 Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Gryphon Financial Partners LLC Has $722,000 Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Gryphon Financial Partners LLC raised its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 8.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for iShares Global REIT ETF (NYSEARCA:REET) Holdings Cut by Gryphon Financial Partners LLC

iShares Global REIT ETF (NYSEARCA:REET) Holdings Cut by Gryphon Financial Partners LLC

Gryphon Financial Partners LLC reduced its stake in iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for NINE MASTS CAPITAL Ltd Makes New Investment in KraneShares CSI China Internet ETF (NYSE:KWEB)

NINE MASTS CAPITAL Ltd Makes New Investment in KraneShares CSI China Internet ETF (NYSE:KWEB)

NINE MASTS CAPITAL Ltd acquired a new stake in KraneShares CSI China Internet ETF (NYSE:KWEB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kelly Financial Group LLC Makes New Investment in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Kelly Financial Group LLC Makes New Investment in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP)

Kelly Financial Group LLC acquired a new position in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Meridian Wealth Management LLC Purchases 281,031 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Meridian Wealth Management LLC Purchases 281,031 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Meridian Wealth Management LLC raised its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 91.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Meridian Wealth Management LLC Acquires 53 Shares of KLA Co. (NASDAQ:KLAC)

Meridian Wealth Management LLC Acquires 53 Shares of KLA Co. (NASDAQ:KLAC)

Meridian Wealth Management LLC boosted its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 9,214 shares of the semiconductor... More of this article »
Image for Meridian Wealth Management LLC Boosts Holdings in The Southern Company (NYSE:SO)

Meridian Wealth Management LLC Boosts Holdings in The Southern Company (NYSE:SO)

Meridian Wealth Management LLC grew its position in The Southern Company (NYSE:SO – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for John G Ullman & Associates Inc. Sells 800 Shares of Micron Technology, Inc. (NASDAQ:MU)

John G Ullman & Associates Inc. Sells 800 Shares of Micron Technology, Inc. (NASDAQ:MU)

John G Ullman & Associates Inc. trimmed its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Jacobi Capital Management LLC Trims Stock Holdings in Ford Motor (NYSE:F)

Jacobi Capital Management LLC Trims Stock Holdings in Ford Motor (NYSE:F)

Jacobi Capital Management LLC decreased its position in Ford Motor (NYSE:F – Free Report) by 7.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Banco BBVA Argentina S.A. (NYSE:BBAR) is Fourth Sail Capital LP’s 8th Largest Position

Banco BBVA Argentina S.A. (NYSE:BBAR) is Fourth Sail Capital LP’s 8th Largest Position

Fourth Sail Capital LP lowered its position in shares of Banco BBVA Argentina S.A. (NYSE:BBAR – Free Report) by 64.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Masco Co. (NYSE:MAS) Shares Acquired by Parkside Financial Bank & Trust

Masco Co. (NYSE:MAS) Shares Acquired by Parkside Financial Bank & Trust

Parkside Financial Bank & Trust increased its holdings in shares of Masco Co. (NYSE:MAS – Free Report) by 225.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sage Rhino Capital LLC Reduces Stock Position in Netflix, Inc. (NASDAQ:NFLX)

Sage Rhino Capital LLC Reduces Stock Position in Netflix, Inc. (NASDAQ:NFLX)

Sage Rhino Capital LLC cut its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for iShares MBS ETF (NASDAQ:MBB) Shares Purchased by Shared Vision Wealth Group LLC

iShares MBS ETF (NASDAQ:MBB) Shares Purchased by Shared Vision Wealth Group LLC

Shared Vision Wealth Group LLC increased its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 4.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Sage Rhino Capital LLC Has $283,000 Stake in ING Groep (NYSE:ING)

Sage Rhino Capital LLC Has $283,000 Stake in ING Groep (NYSE:ING)

Sage Rhino Capital LLC cut its stake in shares of ING Groep (NYSE:ING – Free Report) by 3.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,035... More of this article »
Image for Short Interest in Schweiter Technologies AG (OTCMKTS:SCWTF) Increases By 50.0%

Short Interest in Schweiter Technologies AG (OTCMKTS:SCWTF) Increases By 50.0%

Schweiter Technologies AG (OTCMKTS:SCWTF – Get Free Report) was the recipient of a large growth in short interest in the month of February. As of February 15th, there was short interest totalling 300 shares, a growth of 50.0%... More of this article »
Image for Radius Gold (CVE:RDU) Trading 20.8% Higher   – Here’s What Happened

Radius Gold (CVE:RDU) Trading 20.8% Higher – Here’s What Happened

Radius Gold Inc. (CVE:RDU – Get Free Report)’s share price was up 20.8% during trading on Saturday . The company traded as high as C$0.15 and last traded at C$0.15. Approximately 120,991 shares traded hands during trading,... More of this article »
Image for Auxano Advisors LLC Buys 516 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Auxano Advisors LLC Buys 516 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Auxano Advisors LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,266... More of this article »
Image for US Bancorp DE Has $17.37 Million Stake in Align Technology, Inc. (NASDAQ:ALGN)

US Bancorp DE Has $17.37 Million Stake in Align Technology, Inc. (NASDAQ:ALGN)

US Bancorp DE trimmed its stake in shares of Align Technology, Inc. (NASDAQ:ALGN – Free Report) by 4.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Johnson Controls International plc (NYSE:JCI) Shares Sold by Grandfield & Dodd LLC

Johnson Controls International plc (NYSE:JCI) Shares Sold by Grandfield & Dodd LLC

Grandfield & Dodd LLC lessened its position in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 0.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 596,434... More of this article »
Image for Garrett Wealth Advisory Group LLC Invests $252,000 in Lam Research Co. (NASDAQ:LRCX)

Garrett Wealth Advisory Group LLC Invests $252,000 in Lam Research Co. (NASDAQ:LRCX)

Garrett Wealth Advisory Group LLC purchased a new position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Woodley Farra Manion Portfolio Management Inc. Sells 979 Shares of The Williams Companies, Inc. (NYSE:WMB)

Woodley Farra Manion Portfolio Management Inc. Sells 979 Shares of The Williams Companies, Inc. (NYSE:WMB)

Woodley Farra Manion Portfolio Management Inc. trimmed its position in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Woodley Farra Manion Portfolio Management Inc. Buys 10,000 Shares of Rocket Lab USA, Inc. (NASDAQ:RKLB)

Woodley Farra Manion Portfolio Management Inc. Buys 10,000 Shares of Rocket Lab USA, Inc. (NASDAQ:RKLB)

Woodley Farra Manion Portfolio Management Inc. increased its stake in shares of Rocket Lab USA, Inc. (NASDAQ:RKLB – Free Report) by 15.0% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Woodley Farra Manion Portfolio Management Inc. Acquires 989 Shares of Consolidated Edison, Inc. (NYSE:ED)

Woodley Farra Manion Portfolio Management Inc. Acquires 989 Shares of Consolidated Edison, Inc. (NYSE:ED)

Woodley Farra Manion Portfolio Management Inc. lifted its position in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Maia Wealth LLC Takes $494,000 Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ)

Maia Wealth LLC Takes $494,000 Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ)

Maia Wealth LLC acquired a new position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »