Chevron Corporation $CVX Shares Acquired by HORAN Wealth LLC
HORAN Wealth LLC grew its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 101.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 18,030 shares of the oil and gas company’s stock after acquiring an additional 9,086 shares during the quarter. HORAN Wealth LLC’s […]
Domino’s Pizza Inc $DPZ Shares Purchased by HORAN Wealth LLC
HORAN Wealth LLC grew its stake in shares of Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 36.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,667 shares of the restaurant operator’s stock after buying an additional 2,049 shares during the period. HORAN Wealth […]
Madison Asset Management LLC Purchases 48,784 Shares of Medtronic PLC $MDT
Madison Asset Management LLC increased its position in Medtronic PLC (NYSE:MDT – Free Report) by 25.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 244,000 shares of the medical technology company’s stock after acquiring an additional 48,784 shares during the quarter. Madison Asset Management […]
Meeder Asset Management Inc. Purchases 8,000 Shares of Phillips 66 $PSX
Meeder Asset Management Inc. increased its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 4,545.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,176 shares of the oil and gas company’s stock after purchasing an additional 8,000 shares during […]
ConocoPhillips $COP Shares Purchased by Madison Asset Management LLC
Madison Asset Management LLC raised its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 79.7% during the first quarter, HoldingsChannel reports. The fund owned 210,608 shares of the energy producer’s stock after acquiring an additional 93,408 shares during the quarter. Madison Asset Management LLC’s holdings in ConocoPhillips were worth $27,800,000 as of its […]
Madison Asset Management LLC Buys 262,037 Shares of ServiceTitan Inc. $TTAN
Madison Asset Management LLC increased its stake in ServiceTitan Inc. (NASDAQ:TTAN – Free Report) by 41.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 900,112 shares of the company’s stock after acquiring an additional 262,037 shares during the period. Madison […]
NewGen Asset Management Ltd Acquires Shares of 52,500 Ziff Davis, Inc. $ZD
NewGen Asset Management Ltd acquired a new position in shares of Ziff Davis, Inc. (NASDAQ:ZD – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 52,500 shares of the technology company’s stock, valued at approximately $2,203,000. Ziff Davis comprises about 0.9% […]
Resolute Advisors LLC Cuts Position in iShares MSCI EAFE ETF $EFA
Resolute Advisors LLC lowered its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 18.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 78,295 shares of the exchange traded fund’s stock after selling 17,600 shares during the quarter. iShares […]
Meeder Asset Management Inc. Buys 2,920 Shares of Howmet Aerospace Inc. $HWM
Meeder Asset Management Inc. raised its stake in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 1,622.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,100 shares of the company’s stock after acquiring an additional 2,920 shares during the […]
HORAN Wealth LLC Buys 7,195 Shares of Northrop Grumman Corporation $NOC
HORAN Wealth LLC increased its stake in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 103.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,140 shares of the aerospace company’s stock after acquiring an additional 7,195 shares during the […]
HORAN Wealth LLC Purchases 8,376 Shares of iShares National Muni Bond ETF $MUB
HORAN Wealth LLC boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 100.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,752 shares of the exchange traded fund’s stock after acquiring an additional 8,376 shares […]
Madison Asset Management LLC Sells 56,895 Shares of Glacier Bancorp, Inc. $GBCI
Madison Asset Management LLC lessened its holdings in Glacier Bancorp, Inc. (NYSE:GBCI – Free Report) by 5.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 930,467 shares of the company’s stock after selling 56,895 shares during the period. Madison Asset Management LLC owned about 0.71% of Glacier […]
MWA Asset Management Purchases Shares of 34,414 Fidelity National Financial, Inc. $FNF
MWA Asset Management acquired a new position in shares of Fidelity National Financial, Inc. (NYSE:FNF – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 34,414 shares of the financial services provider’s stock, valued at approximately $1,687,000. Several other institutional investors and hedge funds have also recently modified their holdings of the stock. […]
Lear Corporation $LEA Shares Acquired by Convergence Investment Partners LLC
Convergence Investment Partners LLC lifted its position in shares of Lear Corporation (NYSE:LEA – Free Report) by 27.2% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 31,440 shares of the auto parts company’s stock after buying an additional 6,720 shares during the period. Convergence Investment Partners LLC’s […]
Madison Asset Management LLC Cuts Stock Holdings in Medpace Holdings, Inc. $MEDP
Madison Asset Management LLC lowered its position in Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 5.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 262,293 shares of the company’s stock after selling 15,464 shares during the period. Medpace […]
Johnson Financial Group Inc. Sells 6,436 Shares of iShares MSCI EAFE ETF $EFA
Johnson Financial Group Inc. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 10.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 54,300 shares of the exchange traded fund’s stock after selling 6,436 shares during the quarter. Johnson Financial Group […]
1,286,484 Shares in Johnson & Johnson $JNJ Bought by SEB Asset Management AB
SEB Asset Management AB bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund bought 1,286,484 shares of the company’s stock, valued at approximately $314,468,000. Johnson & Johnson accounts for 1.3% of SEB Asset Management AB’s […]
Greenwood Gearhart LLC Sells 28,986 Shares of Vanguard Total Stock Market ETF $VTI
Greenwood Gearhart LLC lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 38.5% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 46,292 shares of the ETF’s stock after selling 28,986 shares during the quarter. Greenwood Gearhart LLC’s holdings in Vanguard Total Stock Market ETF were worth […]
Spartan Wealth Advisory Services LLC Buys Shares of 7,126 iShares Core MSCI EAFE ETF $IEFA
Spartan Wealth Advisory Services LLC purchased a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund purchased 7,126 shares of the company’s stock, valued at approximately $645,000. Several other hedge funds and other institutional investors have also recently modified their holdings […]
Vanguard FTSE Developed Markets ETF $VEA Shares Purchased by Nelson Capital Management LLC
Nelson Capital Management LLC raised its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.7% in the 1st quarter, Holdings Channel.com reports. The fund owned 685,976 shares of the company’s stock after buying an additional 42,799 shares during the period. Vanguard FTSE Developed Markets ETF makes up approximately 5.4% […]
Tandem Investment Advisors Inc. Sells 92,017 Shares of Johnson & Johnson $JNJ
Tandem Investment Advisors Inc. trimmed its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 34.3% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 176,596 shares of the company’s stock after selling 92,017 shares during the quarter. Johnson & Johnson comprises about 2.1% […]
Stone Loft Wealth Management LLC Purchases Shares of 274,017 Vanguard Total International Stock ETF $VXUS
Stone Loft Wealth Management LLC purchased a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 274,017 shares of the company’s stock, valued at approximately $21,129,000. Vanguard Total International Stock ETF comprises approximately 15.1% of Stone Loft Wealth Management LLC’s holdings, making […]
iShares Short Duration Bond Active ETF $NEAR Stock Position Raised by Maimon Wealth Management LTD.
Maimon Wealth Management LTD. raised its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 6.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 163,160 shares of the company’s stock after purchasing an additional 10,470 shares […]
JMG Financial Group Ltd. Buys 182,535 Shares of Dimensional Emerging Markets Core Equity 2 ETF $DFEM
JMG Financial Group Ltd. boosted its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 8.6% during the first quarter, Holdings Channel.com reports. The firm owned 2,312,160 shares of the company’s stock after buying an additional 182,535 shares during the period. Dimensional Emerging Markets Core Equity 2 ETF accounts for […]
JMG Financial Group Ltd. Has $402.15 Million Stock Position in Vanguard FTSE Developed Markets ETF $VEA
JMG Financial Group Ltd. grew its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.1% during the 1st quarter, Holdings Channel reports. The firm owned 6,275,829 shares of the company’s stock after purchasing an additional 70,996 shares during the quarter. Vanguard FTSE Developed Markets ETF makes up about 11.1% of JMG […]
3,133,225 Shares in Vanguard Intermediate-Term Corporate Bond ETF $VCIT Bought by Symetra Investment Management Co
Symetra Investment Management Co bought a new stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 3,133,225 shares of the company’s stock, valued at approximately $259,274,000. Vanguard Intermediate-Term Corporate Bond ETF makes up about 22.5% of Symetra Investment Management Co’s investment portfolio, […]
iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Titan Global Capital Management USA LLC
Titan Global Capital Management USA LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 11.6% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 105,962 shares of the exchange traded fund’s stock after acquiring an additional 10,998 […]
11,442 Shares in Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI Acquired by Stone Loft Wealth Management LLC
Stone Loft Wealth Management LLC bought a new stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,442 shares of the company’s stock, valued at […]
iShares J.P. Morgan EM Corporate Bond ETF (BATS:CEMB) Shares Down 0.2% – Here’s What Happened
iShares J.P. Morgan EM Corporate Bond ETF (BATS:CEMB – Get Free Report) dropped 0.2% during mid-day trading on Monday . The company traded as low as $45.34 and last traded at $45.36. Approximately 60,964 shares changed hands during trading, a decline of 5% from the average session volume of 64,426 shares. The stock had previously […]
iShares Currency Hedged MSCI EAFE Small-Cap ETF (NYSEARCA:HSCZ) Stock Price Down 0.4% – What’s Next?
iShares Currency Hedged MSCI EAFE Small-Cap ETF (NYSEARCA:HSCZ – Get Free Report)’s stock price were down 0.4% during trading on Monday . The company traded as low as $42.23 and last traded at $42.27. 15,620 shares changed hands during trading, a decline of 32% from the average daily volume of 23,124 shares. The stock had […]
last updated on 21 Jul 15:02