Sepio Capital LP increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 132.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,736 shares of the exchange traded fund’s stock after acquiring an additional 28,347 shares […]

Seelaus Asset Management LLC raised its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 9.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,675 shares of the iPhone maker’s stock after acquiring an additional 3,310 shares during the […]

Royal Fund Management LLC raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,658 shares of the exchange traded fund’s stock after purchasing an additional 2,609 shares during the […]

Simplicity Wealth LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 102,092 shares of the network equipment provider’s stock after purchasing an additional 6,266 shares during the […]

Signaturefd LLC grew its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 7,162.9% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 81,925 shares of the company’s stock after buying an additional 80,797 shares during the period. Signaturefd LLC’s holdings in Builders FirstSource were […]

Simplicity Wealth LLC lifted its position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 6.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 55,335 shares of the real estate investment trust’s stock after buying an […]

Kendall Capital Management boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.4% during the third quarter, Holdings Channel.com reports. The fund owned 198,843 shares of the company’s stock after acquiring an additional 6,585 shares during the period. Vanguard Growth ETF accounts for 3.0% of Kendall Capital Management’s holdings, making the stock […]

Valley National Advisers Inc. trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 9.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 177,623 shares of the company’s stock after selling 17,683 shares during the period. Vanguard Value ETF accounts […]

Simplicity Wealth LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 48.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 119,752 shares of the exchange traded fund’s stock after purchasing an additional 39,024 shares during […]

One Wealth Capital Management LLC reduced its holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 28.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 122,824 shares of the company’s stock after selling 49,988 shares during the period. iShares U.S. Treasury Bond ETF comprises approximately 1.0% of One Wealth Capital Management […]

Simplicity Wealth LLC boosted its holdings in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 886.7% in the 3rd quarter, Holdings Channel reports. The firm owned 129,470 shares of the company’s stock after purchasing an additional 116,348 shares during the period. Simplicity Wealth LLC’s holdings in iShares MSCI ACWI ex U.S. ETF […]

Code Waechter LLC trimmed its stake in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV – Free Report) by 11.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 100,234 shares of the company’s stock after selling 12,858 shares during the […]

Signaturefd LLC acquired a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 36,784 shares of the exchange traded fund’s stock, valued at approximately $9,120,000. Several other institutional […]

Signaturefd LLC lowered its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.9% during the third quarter, HoldingsChannel.com reports. The firm owned 996,785 shares of the company’s stock after selling 8,557 shares during the quarter. Vanguard Growth ETF makes up approximately 1.2% of Signaturefd LLC’s holdings, making the stock its 14th largest holding. […]

NTV Asset Management LLC acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 96,225 shares of the exchange traded fund’s stock, valued at approximately $12,053,000. iShares Russell 1000 Growth […]

One Wealth Capital Management LLC trimmed its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 34.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,354 shares of the exchange traded fund’s stock after selling 46,022 […]

OLIO Financial Planning decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 110,189 shares of the ETF’s stock after selling 2,710 shares during the period. Vanguard Total Stock Market […]

Morton Capital Management LLC CA bought a new stake in shares of Global X MLP ETF (NYSEARCA:MLPA – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund bought 12,626 shares of the company’s stock, valued at approximately $672,000. Several other large investors have also recently made changes to their positions in MLPA. IFP Advisors […]

Rebalance LLC grew its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,233,384 shares of the company’s stock after buying an additional 39,404 shares during the […]

NTV Asset Management LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 25,967 shares of the company’s stock, valued at approximately $2,109,000. Several other institutional investors […]

NTV Asset Management LLC acquired a new position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 17,904 shares of the company’s stock, valued at approximately $6,841,000. Other hedge funds and other institutional […]

One Wealth Capital Management LLC decreased its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 25.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 35,576 shares of the company’s stock after selling 12,439 shares during the quarter. iShares […]

Private Wealth Partners LLC cut its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 44.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,680 shares of the ETF’s stock after selling 4,534 shares during the period. Private Wealth […]

Norris Perne & French LLP MI increased its stake in shares of Trimble Inc. (NASDAQ:TRMB – Free Report) by 221.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 354,634 shares of the scientific and technical instruments company’s stock after buying an additional […]

Norris Perne & French LLP MI bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 3rd quarter, Holdings Channel reports. The fund bought 8,403 shares of the network equipment provider’s stock, valued at approximately $904,000. Several other large investors also recently modified their holdings of CSCO. Halbert Hargrove […]

Robeco Institutional Asset Management B.V. purchased a new position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) in the third quarter, Holdings Channel reports. The fund purchased 146,219 shares of the company’s stock, valued at approximately $8,336,000. Several other institutional investors have also made changes to their positions in the stock. BlackRock Inc. purchased a […]

Wolff Financial Management LLC grew its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 435,230 shares of the company’s stock after acquiring an additional 13,611 shares during […]