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Image for SVB Wealth LLC Reduces Position in Shell plc (NYSE:SHEL)

SVB Wealth LLC Reduces Position in Shell plc (NYSE:SHEL)

SVB Wealth LLC trimmed its holdings in Shell plc (NYSE:SHEL – Free Report) by 8.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for SVB Wealth LLC Purchases 70,324 Shares of VanEck J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:EMLC)

SVB Wealth LLC Purchases 70,324 Shares of VanEck J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:EMLC)

SVB Wealth LLC lifted its holdings in VanEck J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:EMLC – Free Report) by 784.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for TRUE Private Wealth Advisors Has $726,000 Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

TRUE Private Wealth Advisors Has $726,000 Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

TRUE Private Wealth Advisors raised its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 13.8% in the 4th quarter, Holdings Channel reports. The firm owned 1,368 shares of the medical research company’s... More of this article »
Image for Duncker Streett & Co. Inc. Sells 121 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Duncker Streett & Co. Inc. Sells 121 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Duncker Streett & Co. Inc. reduced its position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 36.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for TRUE Private Wealth Advisors Reduces Holdings in Columbia Banking System, Inc. (NASDAQ:COLB)

TRUE Private Wealth Advisors Reduces Holdings in Columbia Banking System, Inc. (NASDAQ:COLB)

TRUE Private Wealth Advisors lowered its stake in shares of Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) by 7.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 25,544... More of this article »
Image for Avior Wealth Management LLC Increases Stake in Avantor, Inc. (NYSE:AVTR)

Avior Wealth Management LLC Increases Stake in Avantor, Inc. (NYSE:AVTR)

Avior Wealth Management LLC grew its position in Avantor, Inc. (NYSE:AVTR – Free Report) by 12.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 28,322 shares of the company’s... More of this article »
Image for Tyche Wealth Partners LLC Invests $422,000 in American Electric Power Company, Inc. (NASDAQ:AEP)

Tyche Wealth Partners LLC Invests $422,000 in American Electric Power Company, Inc. (NASDAQ:AEP)

Tyche Wealth Partners LLC purchased a new position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 5,200 shares of the company’s... More of this article »
Image for iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Avior Wealth Management LLC

iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Avior Wealth Management LLC

Avior Wealth Management LLC raised its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Hubbell Incorporated (NYSE:HUBB) Shares Acquired by Avior Wealth Management LLC

Hubbell Incorporated (NYSE:HUBB) Shares Acquired by Avior Wealth Management LLC

Avior Wealth Management LLC lifted its holdings in shares of Hubbell Incorporated (NYSE:HUBB – Free Report) by 3.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Avior Wealth Management LLC Increases Stake in M/I Homes, Inc. (NYSE:MHO)

Avior Wealth Management LLC Increases Stake in M/I Homes, Inc. (NYSE:MHO)

Avior Wealth Management LLC boosted its holdings in M/I Homes, Inc. (NYSE:MHO – Free Report) by 22.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Tyche Wealth Partners LLC Purchases New Stake in Oracle Co. (NYSE:ORCL)

Tyche Wealth Partners LLC Purchases New Stake in Oracle Co. (NYSE:ORCL)

Tyche Wealth Partners LLC acquired a new position in shares of Oracle Co. (NYSE:ORCL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for Tyche Wealth Partners LLC Acquires Shares of 4,912 Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Tyche Wealth Partners LLC Acquires Shares of 4,912 Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Tyche Wealth Partners LLC bought a new position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for 3,530 Shares in iShares National Muni Bond ETF (NYSEARCA:MUB) Purchased by Tyche Wealth Partners LLC

3,530 Shares in iShares National Muni Bond ETF (NYSEARCA:MUB) Purchased by Tyche Wealth Partners LLC

Tyche Wealth Partners LLC bought a new position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for CoStar Group, Inc. (NASDAQ:CSGP) Holdings Decreased by Flputnam Investment Management Co.

CoStar Group, Inc. (NASDAQ:CSGP) Holdings Decreased by Flputnam Investment Management Co.

Flputnam Investment Management Co. reduced its position in shares of CoStar Group, Inc. (NASDAQ:CSGP – Free Report) by 19.5% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Flputnam Investment Management Co. Raises Position in The AES Co. (NYSE:AES)

Flputnam Investment Management Co. Raises Position in The AES Co. (NYSE:AES)

Flputnam Investment Management Co. raised its stake in The AES Co. (NYSE:AES – Free Report) by 12.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Flputnam Investment Management Co. Grows Position in Electronic Arts Inc. (NASDAQ:EA)

Flputnam Investment Management Co. Grows Position in Electronic Arts Inc. (NASDAQ:EA)

Flputnam Investment Management Co. boosted its holdings in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Flputnam Investment Management Co. Makes New $606,000 Investment in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Flputnam Investment Management Co. Makes New $606,000 Investment in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Flputnam Investment Management Co. bought a new position in shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for SPDR S&P Regional Banking ETF (NYSEARCA:KRE) Shares Acquired by Capital Analysts LLC

SPDR S&P Regional Banking ETF (NYSEARCA:KRE) Shares Acquired by Capital Analysts LLC

Capital Analysts LLC lifted its position in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 31.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Capital Analysts LLC Purchases New Shares in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RSPD)

Capital Analysts LLC Purchases New Shares in Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RSPD)

Capital Analysts LLC purchased a new stake in shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RSPD – Free Report) during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Image for Capital Analysts LLC Makes New Investment in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Capital Analysts LLC Makes New Investment in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Capital Analysts LLC bought a new stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Capital Analysts LLC Has $489,000 Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Capital Analysts LLC Has $489,000 Position in Vanguard ESG US Stock ETF (BATS:ESGV)

Capital Analysts LLC lifted its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Capital Analysts LLC Purchases 10,111 Shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Capital Analysts LLC Purchases 10,111 Shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Capital Analysts LLC raised its position in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 40,444.0% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for First Trust Senior Loan ETF (NASDAQ:FTSL) Shares Sold by Capital Analysts LLC

First Trust Senior Loan ETF (NASDAQ:FTSL) Shares Sold by Capital Analysts LLC

Capital Analysts LLC decreased its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 16.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Sentry Investment Management LLC Has $104,000 Stock Holdings in Garmin Ltd. (NYSE:GRMN)

Sentry Investment Management LLC Has $104,000 Stock Holdings in Garmin Ltd. (NYSE:GRMN)

Sentry Investment Management LLC reduced its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 9.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Capital Analysts LLC Increases Stake in VanEck Environmental Services ETF (NYSEARCA:EVX)

Capital Analysts LLC Increases Stake in VanEck Environmental Services ETF (NYSEARCA:EVX)

Capital Analysts LLC lifted its position in shares of VanEck Environmental Services ETF (NYSEARCA:EVX – Free Report) by 138.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »