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TI Trust Inc. Cuts Stake in Emerson Electric Co. (NYSE:EMR)
TI Trust Inc. cut its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 7,103 Shares of Carrier Global Co. (NYSE:CARR)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 3.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 205,646... More of this article »
Dynamic Advisor Solutions LLC Reduces Stake in The Cigna Group (NYSE:CI)
Dynamic Advisor Solutions LLC decreased its position in The Cigna Group (NYSE:CI – Free Report) by 31.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,183 shares... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 4.4% in the fourth quarter, HoldingsChannel reports. The firm owned 1,653,265... More of this article »
Jamison Private Wealth Management Inc. Raises Holdings in Illinois Tool Works Inc. (NYSE:ITW)
Jamison Private Wealth Management Inc. lifted its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 107.1% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Drive Wealth Management LLC Buys 2,497 Shares of Freeport-McMoRan Inc. (NYSE:FCX)
Drive Wealth Management LLC increased its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 25.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 12,229 shares of the natural resource company’s... More of this article »
Register Financial Advisors LLC Acquires Shares of 1,910 Vertiv Holdings Co (NYSE:VRT)
Register Financial Advisors LLC bought a new position in Vertiv Holdings Co (NYSE:VRT – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,910 shares... More of this article »
Cathy Pareto & Associates Inc. Makes New Investment in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Cathy Pareto & Associates Inc. purchased a new position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Acquired by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC boosted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 12.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 28,894 shares of the company’s stock... More of this article »
JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Shares Bought by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 20.1% in the 4th quarter, HoldingsChannel reports. The fund owned 74,987 shares of the company’s... More of this article »
2x Bitcoin Strategy ETF (NYSEARCA:BITX) Shares Bought by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC lifted its position in shares of 2x Bitcoin Strategy ETF (NYSEARCA:BITX – Free Report) by 29.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Caterpillar Inc. (NYSE:CAT) Shares Sold by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC reduced its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.9% during the 4th quarter, HoldingsChannel reports. The firm owned 22,906 shares of the industrial products company’s stock... More of this article »
Register Financial Advisors LLC Raises Stock Position in Crane NXT, Co. (NYSE:CXT)
Register Financial Advisors LLC increased its stake in Crane NXT, Co. (NYSE:CXT – Free Report) by 25.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Register Financial Advisors LLC Boosts Stock Holdings in Blue Owl Capital Co. (NYSE:OBDC)
Register Financial Advisors LLC boosted its stake in shares of Blue Owl Capital Co. (NYSE:OBDC – Free Report) by 19.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Register Financial Advisors LLC Sells 340 Shares of Blackstone Inc. (NYSE:BX)
Register Financial Advisors LLC reduced its position in Blackstone Inc. (NYSE:BX – Free Report) by 1.5% in the 4th quarter, Holdings Channel reports. The firm owned 22,464 shares of the asset manager’s stock after selling... More of this article »
Legacy Financial Group LLC Purchases New Shares in iShares Micro-Cap ETF (NYSEARCA:IWC)
Legacy Financial Group LLC purchased a new stake in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 4,765 shares of the exchange traded fund’s stock,... More of this article »
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Holdings Boosted by Register Financial Advisors LLC
Register Financial Advisors LLC boosted its position in shares of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Ford Motor (NYSE:F) Shares Sold by Strategic Investment Advisors MI
Strategic Investment Advisors MI trimmed its position in shares of Ford Motor (NYSE:F – Free Report) by 4.8% in the 4th quarter, Holdings Channel reports. The firm owned 59,276 shares of the auto manufacturer’s stock after... More of this article »
PFG Investments LLC Acquires 1,130 Shares of Iron Mountain Incorporated (NYSE:IRM)
PFG Investments LLC grew its holdings in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 4.6% during the fourth quarter, Holdings Channel reports. The firm owned 25,602 shares of the financial services provider’s... More of this article »
Public Service Enterprise Group Incorporated (NYSE:PEG) Position Reduced by PFG Investments LLC
PFG Investments LLC trimmed its stake in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
PFG Investments LLC Purchases 1,672 Shares of Hercules Capital, Inc. (NYSE:HTGC)
PFG Investments LLC boosted its position in shares of Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
High Net Worth Advisory Group LLC Has $1.43 Million Stock Position in The Coca-Cola Company (NYSE:KO)
High Net Worth Advisory Group LLC cut its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,013 shares... More of this article »
High Net Worth Advisory Group LLC Decreases Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
High Net Worth Advisory Group LLC decreased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 12.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned... More of this article »