Kopion Asset Management LLC raised its position in NiCE (NASDAQ:NICE – Free Report) by 4.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 152,509 shares of the technology company’s stock after purchasing an additional 6,237 shares during the quarter. NiCE comprises approximately 11.2% of […]

Cadent Capital Advisors LLC reduced its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 67.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,212 shares of the company’s stock after selling 4,499 shares during the period. […]

Paragon Capital Management Ltd reduced its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 7.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 336,481 shares of the company’s stock after selling 26,950 shares during the period. Airbnb makes up […]

Kopion Asset Management LLC lifted its position in shares of PowerFleet, Inc. (NASDAQ:AIOT – Free Report) by 36.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,303,859 shares of the company’s stock after purchasing an additional 879,571 shares during the period. PowerFleet comprises about […]

BOS Asset Management LLC lessened its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 51.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,633 shares of the company’s stock after selling 6,037 shares during the period. BOS […]

Gouws Capital LLC cut its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 26.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,242 shares of the company’s stock after selling 7,443 shares during the quarter. iShares Core […]

Vilga Financial Planning LLC acquired a new stake in Veeva Systems Inc. (NYSE:VEEV – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 6,000 shares of the technology company’s stock, valued at approximately $1,713,000. Veeva Systems comprises about 1.0% of Vilga Financial Planning […]

Cypress Asset Management Inc. TX lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 24.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,453 shares of the semiconductor manufacturer’s stock after purchasing an additional 683 shares during the […]

Prosperity Planning Inc. lifted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 143.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,885 shares of the exchange traded fund’s stock after acquiring an additional 34,098 shares […]

Cadent Capital Advisors LLC lessened its position in shares of iShares U.S. Telecommunications ETF (BATS:IYZ – Free Report) by 30.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 106,555 shares of the exchange traded fund’s stock after selling 47,188 shares during the quarter. iShares […]

Stableford Capital II LLC lifted its position in shares of Bank of America Corporation (NYSE:BAC) by 61.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,792 shares of the financial services provider’s stock after purchasing an additional 10,528 shares during the period. […]

Monument Capital Management acquired a new stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 23,002 shares of the financial services provider’s stock, valued at approximately $11,325,000. Ameriprise Financial makes up about 2.4% of […]

Inspirion Wealth Advisors LLC acquired a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 14,720 shares of the company’s stock, valued at approximately $1,426,000. A number of other institutional investors and hedge funds have also added to or reduced […]

Cadent Capital Advisors LLC bought a new stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 4,560 shares of the company’s stock, valued at approximately $2,777,000. A number of other large investors have […]

LifeGoal Investments LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1,012.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 31,804 shares of the company’s stock after purchasing an additional 28,946 shares during the period. Vanguard […]

Graves Light Lenhart Wealth Inc. reduced its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 17.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 100,889 shares of the company’s stock after selling 21,257 shares during the quarter. […]

Hardin Capital Partners LLC grew its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 243.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,807 shares of the company’s stock after purchasing an additional 3,408 shares during the […]

Vilga Financial Planning LLC acquired a new position in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 20,003 shares of the biotechnology company’s stock, valued at approximately $10,839,000. United Therapeutics makes up […]

Breakwater Capital Group lifted its stake in shares of Angel Oak High Yield Opportunities ETF (NASDAQ:AOHY – Free Report) by 119.6% during the third quarter, Holdings Channel reports. The fund owned 246,528 shares of the company’s stock after acquiring an additional 134,274 shares during the period. Breakwater Capital Group’s holdings in Angel Oak High Yield […]

Cadent Capital Advisors LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 28.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,175 shares of the ETF’s stock after selling 3,213 shares during […]

Emergent Wealth Advisors LLC bought a new stake in shares of JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 15,094 shares of the company’s stock, valued at approximately $676,000. A […]

Hardin Capital Partners LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 42.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,494 shares of the ETF’s stock after buying an additional 740 shares during the […]

Paragon Capital Management Ltd cut its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 65.6% during the third quarter, HoldingsChannel reports. The firm owned 5,127 shares of the company’s stock after selling 9,773 shares during the period. Paragon Capital Management Ltd’s holdings in iShares 3-7 Year Treasury Bond ETF were […]

LifeGoal Investments LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 185.1% during the third quarter, Holdings Channel.com reports. The fund owned 8,394 shares of the company’s stock after purchasing an additional 5,450 shares during the period. Vanguard S&P 500 ETF comprises about 1.8% of LifeGoal Investments LLC’s holdings, making […]

Lawood & Co. purchased a new position in shares of JPMorgan Core Plus Bond ETF (NYSEARCA:JCPB – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 305,986 shares of the company’s stock, valued at approximately $13,702,000. JPMorgan Core Plus […]

Vilga Financial Planning LLC bought a new stake in Xeris Biopharma Holdings, Inc. (NASDAQ:XERS – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,060,000 shares of the company’s stock, valued at approximately $10,134,000. Xeris Biopharma comprises 6.1% of […]

Legacy Wealth Asset Management LLC raised its stake in CocaCola Company (The) (NYSE:KO – Free Report) by 96.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,762 shares of the company’s stock after buying an additional 12,177 shares during the quarter. Legacy […]

McNaughton Wealth Management LLC reduced its holdings in shares of SPDR Nuveen ICE Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 32.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,323 shares of the company’s stock after selling 14,843 […]

MKD Wealth Coaches LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 264,748 shares of the company’s stock, valued at approximately $19,049,000. iShares Core S&P Mid-Cap ETF makes […]

VictoryShares Short-Term Bond ETF (NASDAQ:USTB – Get Free Report) announced a monthly dividend on Wednesday, October 7th. Investors of record on Thursday, October 8th will be given a dividend of $0.2060 per share on Friday, October 9th. This represents a $2.47 dividend on an annualized basis and a yield of 5.0%. The ex-dividend date is […]

VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV – Get Free Report) declared a monthly dividend on Wednesday, October 7th. Shareholders of record on Thursday, October 8th will be paid a dividend of $0.0740 per share on Friday, October 9th. This represents a $0.89 annualized dividend and a yield of 1.5%. The ex-dividend date of this […]

iShares National Muni Bond ETF (NYSEARCA:MUB – Get Free Report) shares saw an uptick in trading volume on Friday. Approximately 9,113,434 shares changed hands during mid-day trading, an increase of 66% from the previous session’s volume of 5,480,122 shares. The stock last traded at $101.0610 and had previously closed at $100.74. iShares National Muni Bond […]

PGIM Active High Yield Bond ETF (NYSEARCA:PHYL – Get Free Report) saw strong trading volume on Friday. 480,057 shares were traded during trading, an increase of 142% from the previous session’s volume of 198,288 shares. The stock last traded at $33.5950 and had previously closed at $33.62. PGIM Active High Yield Bond ETF Stock Performance […]

SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Get Free Report) shares saw an uptick in trading volume on Friday. 5,223,787 shares changed hands during trading, an increase of 27% from the previous session’s volume of 4,105,817 shares. The stock last traded at $29.5850 and had previously closed at $29.61. SPDR Portfolio Short Term […]

Shares of PIMCO Short Term Municipal Bond Exchange-Traded Fund (NYSEARCA:SMMU – Get Free Report) saw strong trading volume on Tuesday. Approximately 493,681 shares changed hands during trading, an increase of 297% from the previous session’s volume of 124,304 shares. The stock last traded at $49.4650 and had previously closed at $49.48. PIMCO Short Term Municipal […]