Krilogy Financial LLC lowered its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 50.3% during the 4th quarter, HoldingsChannel reports. The fund owned 5,793 shares of the CRM provider’s stock after selling 5,859 shares during the period. Krilogy Financial LLC’s holdings in Salesforce were worth $1,535,000 as of its most recent SEC […]

Krilogy Financial LLC grew its stake in shares of Kirby Corporation (NYSE:KEX – Free Report) by 120.6% during the fourth quarter, HoldingsChannel reports. The firm owned 9,267 shares of the shipping company’s stock after buying an additional 5,067 shares during the period. Krilogy Financial LLC’s holdings in Kirby were worth $1,021,000 as of its most […]

Krilogy Financial LLC purchased a new stake in GitLab Inc. (NASDAQ:GTLB – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 34,017 shares of the company’s stock, valued at approximately $1,298,000. Several other institutional investors and hedge funds have also recently bought […]

Northern Financial Advisors Inc decreased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 61.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,576 shares of the exchange traded fund’s stock after selling 2,502 shares during the period. Invesco QQQ comprises approximately 1.1% of Northern Financial […]

Caprock Group LLC boosted its position in Chime Financial, Inc. (NASDAQ:CHYM – Free Report) by 521.5% during the 4th quarter, HoldingsChannel reports. The firm owned 508,192 shares of the company’s stock after purchasing an additional 426,422 shares during the period. Caprock Group LLC’s holdings in Chime Financial were worth $12,791,000 as of its most recent […]

KLP Kapitalforvaltning AS raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 21.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 291,146 shares of the real estate investment trust’s stock after acquiring an additional 50,900 shares during the period. KLP Kapitalforvaltning AS’s […]

Caprock Group LLC reduced its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 4.0% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 152,565 shares of the company’s stock after selling 6,437 shares during the quarter. Caprock Group LLC’s holdings […]

Probity Advisors Inc. increased its position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 147.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,404 shares of the biopharmaceutical company’s stock after acquiring an additional 10,381 shares during the period. Probity […]

Krilogy Financial LLC lifted its position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 217.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,943 shares of the restaurant operator’s stock after purchasing an additional 24,626 shares during the quarter. Krilogy […]

KLP Kapitalforvaltning AS boosted its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,693 shares of the industrial products company’s stock after purchasing an additional 1,700 shares […]

KLP Kapitalforvaltning AS grew its holdings in Capital One Financial Corporation (NYSE:COF – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 307,362 shares of the financial services provider’s stock after purchasing an additional 2,700 shares during the quarter. […]

KLP Kapitalforvaltning AS boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,563,158 shares of the biopharmaceutical company’s stock after acquiring an additional 35,600 shares during the […]

Kingswood Wealth Advisors LLC raised its position in Bank of America Corporation (NYSE:BAC – Free Report) by 22.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 111,956 shares of the financial services provider’s stock after purchasing an additional 20,370 shares […]

Krilogy Financial LLC lifted its position in shares of PennantPark Floating Rate Capital Ltd. (NYSE:PFLT – Free Report) by 693.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 123,880 shares of the company’s stock after buying an additional 108,263 shares during the period. […]

World Investment Advisors boosted its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 39.1% during the fourth quarter, Holdings Channel reports. The firm owned 84,572 shares of the company’s stock after acquiring an additional 23,767 shares during the quarter. World Investment Advisors’ holdings in Vanguard High Dividend Yield ETF […]

Walker Financial Services Inc. cut its position in CocaCola Company (The) (NYSE:KO – Free Report) by 28.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 21,079 shares of the company’s stock after selling 8,310 shares during the period. CocaCola makes up about 0.5% of Walker Financial Services Inc.’s holdings, making the stock its […]

Kingswood Wealth Advisors LLC lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 677.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,420 shares of the company’s stock after purchasing an additional 48,291 shares during the quarter. […]

TD Waterhouse Canada Inc. lifted its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1,133.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,696 shares of the company’s stock after buying an additional 59,449 shares […]

Salomon & Ludwin LLC raised its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 234,390 shares of the company’s stock after acquiring an additional 18,314 shares during the […]