Krilogy Financial LLC reduced its position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 24.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,826 shares of the data storage provider’s stock after selling 898 shares during the quarter. Krilogy Financial […]

Evolve Private Wealth LLC increased its holdings in Macy’s, Inc. (NYSE:M – Free Report) by 93.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,877 shares of the company’s stock after acquiring an additional 19,785 shares during the quarter. Evolve Private Wealth […]

SG Americas Securities LLC raised its position in Entergy Corporation (NYSE:ETR – Free Report) by 91.4% during the first quarter, HoldingsChannel.com reports. The firm owned 222,006 shares of the utilities provider’s stock after buying an additional 105,992 shares during the quarter. SG Americas Securities LLC’s holdings in Entergy were worth $24,945,000 at the end of […]

SG Americas Securities LLC lifted its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 33.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 721,688 shares of the company’s stock after buying an additional 180,640 shares during the quarter. SG […]

Corient Private Wealth LLC increased its position in shares of Realty Income Corporation (NYSE:O – Free Report) by 48.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 171,365 shares of the real estate investment trust’s stock after purchasing an additional 55,860 shares during the quarter. Corient Private Wealth LLC’s holdings in Realty […]

Corient Private Wealth LLC boosted its holdings in Ford Motor Company (NYSE:F – Free Report) by 37.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 626,492 shares of the auto manufacturer’s stock after purchasing an additional 170,824 shares during the quarter. […]

BCS Wealth Management trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 51.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,413 shares of the healthcare conglomerate’s stock after selling 1,499 shares during the quarter. BCS Wealth […]

Corient Private Wealth LLC decreased its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 72.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 136,335 shares of the insurance provider’s stock after selling 364,391 shares during […]

SG Americas Securities LLC cut its stake in Bloom Energy Corporation (NYSE:BE – Free Report) by 14.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 182,226 shares of the company’s stock after selling 29,959 shares during the quarter. SG Americas Securities LLC’s holdings […]

Evolve Private Wealth LLC bought a new stake in shares of Weyerhaeuser Company (NYSE:WY – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 25,891 shares of the real estate investment trust’s stock, valued at approximately $633,000. Several other large investors […]

RFG Advisory LLC reduced its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 31.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 294,226 shares of the company’s stock after selling 136,266 shares during the quarter. RFG […]

SG Americas Securities LLC lowered its stake in The Clorox Company (NYSE:CLX – Free Report) by 5.1% during the first quarter, Holdings Channel.com reports. The fund owned 264,194 shares of the company’s stock after selling 14,151 shares during the quarter. SG Americas Securities LLC’s holdings in Clorox were worth $27,378,000 at the end of the […]

Corient Private Wealth LLC raised its holdings in MGM Resorts International (NYSE:MGM – Free Report) by 11.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 311,167 shares of the company’s stock after purchasing an additional 32,885 shares during the quarter. Corient Private […]

RFG Advisory LLC decreased its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 7.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,933 shares of the company’s stock after selling 5,625 shares during […]

Surience Private Wealth LLC cut its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 22.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 332,330 shares of the company’s stock after selling 96,371 shares during the period. Schwab US Dividend Equity ETF […]

Hsbc Holdings PLC cut its position in Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 5.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 62,768 shares of the technology company’s stock after selling 3,274 shares during the period. Hsbc Holdings PLC’s holdings in Tyler Technologies were worth $28,513,000 as of its most recent SEC […]

Corient Private Wealth LLC boosted its stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 28.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 323,826 shares of the company’s stock after purchasing an additional 71,973 shares during the […]

Blue Trust Inc. raised its stake in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 15.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,736,049 shares of the company’s stock after purchasing an additional 235,199 shares […]

Blue Trust Inc. grew its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 351.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 279,187 shares of the company’s stock after buying an additional 217,382 shares during […]

Fifth Third Wealth Advisors LLC trimmed its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 31.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,738 shares of the entertainment giant’s stock after selling 20,519 shares during […]

BI Asset Management Fondsmaeglerselskab A S decreased its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 79.5% during the first quarter, HoldingsChannel reports. The fund owned 11,080 shares of the company’s stock after selling 42,950 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Datadog were worth $1,308,000 as […]

Rockefeller Capital Management L.P. lifted its stake in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 1,890.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 182,418 shares of the company’s stock after purchasing an additional 173,255 shares during the period. Rockefeller Capital Management L.P.’s holdings in Tyson Foods were worth $10,693,000 as of […]

Corient Private Wealth LLC boosted its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 113.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 62,227 shares of the financial services provider’s stock after acquiring an additional 33,099 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares Biotechnology ETF […]

Corient Private Wealth LLC grew its position in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 85.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 200,040 shares of the exchange traded fund’s stock after acquiring an additional […]

SG Americas Securities LLC grew its holdings in Lennox International, Inc. (NYSE:LII – Free Report) by 78.0% during the 1st quarter, Holdings Channel reports. The firm owned 56,797 shares of the construction company’s stock after buying an additional 24,893 shares during the period. SG Americas Securities LLC’s holdings in Lennox International were worth $26,361,000 at […]

Godsey & Gibb Inc. raised its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 5.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 192,021 shares of the transportation company’s stock after purchasing an additional 10,778 shares during the quarter. […]

Rockefeller Capital Management L.P. cut its position in Masimo Corporation (NASDAQ:MASI – Free Report) by 41.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 86,411 shares of the medical equipment provider’s stock after selling 61,017 shares during the period. Rockefeller Capital Management L.P.’s holdings in Masimo were worth $11,239,000 at the end of […]

SG Americas Securities LLC increased its position in Packaging Corporation of America (NYSE:PKG – Free Report) by 4.7% in the first quarter, Holdings Channel.com reports. The fund owned 112,138 shares of the industrial products company’s stock after acquiring an additional 5,036 shares during the quarter. SG Americas Securities LLC’s holdings in Packaging Corporation of America […]

RFG Advisory LLC increased its holdings in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 5.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 317,813 shares of the company’s stock after purchasing an additional 16,690 shares during the period. […]

Surience Private Wealth LLC increased its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 338.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,675 shares of the exchange traded fund’s stock after acquiring […]

Godsey & Gibb Inc. boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 112.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,933 shares of the semiconductor manufacturer’s stock after buying an additional 1,025 shares during the quarter. Godsey & […]

Factor Wealth Management LTD cut its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 22.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 54,418 shares of the company’s stock after selling 15,728 shares during the quarter. Factor Wealth Management LTD’s holdings in Dimensional US Core Equity Market ETF […]

Corient Private Wealth LLC boosted its holdings in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 8.8% in the fourth quarter, Holdings Channel reports. The firm owned 81,386 shares of the financial services provider’s stock after purchasing an additional 6,585 shares during the quarter. Corient Private Wealth LLC’s holdings in Prudential Financial were […]

Brookstone Capital Management raised its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 72.9% during the first quarter, HoldingsChannel reports. The firm owned 41,730 shares of the transportation company’s stock after acquiring an additional 17,596 shares during the quarter. Brookstone Capital Management’s holdings in United Parcel Service were worth $4,105,000 at the […]

BI Asset Management Fondsmaeglerselskab A S bought a new position in Rocket Companies, Inc. (NYSE:RKT – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm bought 55,468 shares of the company’s stock, valued at approximately $790,000. Other institutional investors have also modified their holdings of the company. […]

Corient Private Wealth LLC boosted its holdings in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) by 339.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 19,233 shares of the company’s stock after acquiring an additional 14,855 shares during the quarter. Corient Private Wealth LLC’s holdings in Vanguard Consumer Discretionary ETF were […]

BI Asset Management Fondsmaeglerselskab A S cut its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 40.1% during the first quarter, Holdings Channel reports. The fund owned 33,876 shares of the insurance provider’s stock after selling 22,642 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Truist Financial […]

Factor Wealth Management LTD grew its holdings in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 367.6% during the first quarter, Holdings Channel.com reports. The firm owned 41,726 shares of the company’s stock after buying an additional 32,803 shares during the quarter. Factor Wealth Management LTD’s holdings in Vanguard 0-3 […]

Surience Private Wealth LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 628.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,415 shares of the company’s stock after purchasing an additional 21,063 shares during the quarter. […]

BI Asset Management Fondsmaeglerselskab A S lessened its holdings in shares of Teva Pharmaceutical Industries Ltd. (NYSE:TEVA – Free Report) by 42.1% during the 1st quarter, HoldingsChannel reports. The fund owned 37,249 shares of the company’s stock after selling 27,047 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Teva Pharmaceutical Industries […]

Corient Private Wealth LLC lifted its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 30.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 98,104 shares of the company’s stock after acquiring an additional 23,147 shares during the period. Corient Private Wealth LLC’s holdings in iShares S&P Small-Cap 600 […]

BI Asset Management Fondsmaeglerselskab A S decreased its stake in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 45.3% during the 1st quarter, HoldingsChannel.com reports. The fund owned 10,344 shares of the utilities provider’s stock after selling 8,575 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Public Service Enterprise […]

Brookstone Capital Management grew its stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 77.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 61,197 shares of the company’s stock after purchasing an additional 26,618 shares during the period. […]

Riverchase Wealth Management LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) in the first quarter, Holdings Channel.com reports. The firm purchased 11,813 shares of the company’s stock, valued at approximately $527,000. Several other institutional investors and hedge funds have also made changes to […]

iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Get Free Report)’s stock price traded up 0% during mid-day trading on Monday . The company traded as high as $25.66 and last traded at $25.64. 49,939 shares changed hands during mid-day trading, a decline of 34% from the average session volume of 75,836 shares. […]

iShares iBonds Dec 2019 Term Corporate ETF (NYSEARCA:IBDK – Get Free Report) shares rose 0% during mid-day trading on Wednesday . The company traded as high as $24.87 and last traded at $24.87. Approximately 109,100 shares traded hands during mid-day trading, a decline of 24% from the average session volume of 144,261 shares. The stock […]