TD Waterhouse Canada Inc. cut its stake in shares of Ford Motor Company (NYSE:F – Free Report) by 14.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 346,582 shares of the auto manufacturer’s stock after selling 58,813 shares during the period. TD Waterhouse Canada […]

TD Waterhouse Canada Inc. boosted its stake in shares of iShares MSCI Poland ETF (NYSEARCA:EPOL – Free Report) by 94.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 187,891 shares of the company’s stock after purchasing an additional 91,339 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in iShares MSCI Poland ETF […]

SilverOak Wealth Management LLC grew its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 131.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,156 shares of the company’s stock after acquiring an additional 15,424 shares during the quarter. […]

Gentry Private Wealth LLC raised its position in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 25.6% in the 4th quarter, Holdings Channel reports. The firm owned 39,540 shares of the exchange traded fund’s stock after acquiring an additional 8,055 shares during the period. Vanguard FTSE Europe ETF accounts for approximately 2.1% […]

Ramiah Investment Group lessened its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 13.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 57,392 shares of the exchange traded fund’s stock after selling 8,882 shares during the period. iShares MSCI Emerging […]

Penobscot Investment Management Company Inc. decreased its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 56.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,692 shares of the software company’s stock after selling 9,818 shares during […]

TD Waterhouse Canada Inc. cut its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 28.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 36,884 shares of the asset manager’s stock after selling 14,468 shares during the quarter. […]

Whittier Trust Co. of Nevada Inc. trimmed its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 6.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 150,370 shares of the oil and gas company’s stock after selling 9,706 shares […]

Southern Capital Advisors LLC increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 6.8% in the 4th quarter, HoldingsChannel reports. The fund owned 180,321 shares of the company’s stock after buying an additional 11,410 shares during the quarter. iShares Core MSCI EAFE ETF makes up about 7.4% of Southern Capital […]

Hudson Value Partners LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 9.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,407 shares of the retailer’s stock after selling 805 shares during the quarter. Costco Wholesale makes up 1.9% of […]

Global Trust Wealth Management LLC purchased a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 13,798 shares of the company’s stock, valued at approximately $2,635,000. Vanguard Value ETF makes […]

Kingswood Wealth Advisors LLC acquired a new position in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 465,652 shares of the company’s stock, valued at approximately $20,708,000. Capital Group Growth ETF comprises approximately 1.0% […]

Fiduciary Wealth Partners LLC grew its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 22.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 57,348 shares of the exchange traded fund’s stock after purchasing an additional 10,435 […]

Global Trust Wealth Management LLC purchased a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,626 shares of the company’s stock, valued at approximately $512,000. Other hedge funds and other institutional […]

Ticino Wealth bought a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 3,480 shares of the financial services provider’s stock, valued at approximately $901,000. A number of other hedge funds have also modified their holdings of AJG. Caprock Group LLC […]

Mirae Asset Global Investments Co. Ltd. decreased its position in iShares MSCI Australia ETF (NYSEARCA:EWA – Free Report) by 25.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 133,053 shares of the exchange traded fund’s stock after selling 46,291 […]

Members Advisory Group LLC bought a new position in Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 84,625 shares of the company’s stock, valued at approximately $4,339,000. Freedom […]

Kingswood Wealth Advisors LLC lowered its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,012,395 shares of the company’s stock after selling 48,325 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.6% of Kingswood Wealth Advisors […]

Penobscot Investment Management Company Inc. lifted its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 25.2% in the 4th quarter, Holdings Channel reports. The fund owned 28,682 shares of the company’s stock after buying an additional 5,779 shares during the period. Penobscot Investment Management Company Inc.’s holdings in iShares […]

OVERSEA CHINESE BANKING Corp Ltd increased its position in PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 8.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 400,127 shares of the company’s stock after acquiring an additional 31,563 shares during the quarter. […]

SilverOak Wealth Management LLC trimmed its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 570,356 shares of the company’s stock after selling 11,007 shares during the period. iShares S&P 500 Growth ETF makes up 11.0% of SilverOak Wealth Management […]

Penobscot Investment Management Company Inc. grew its position in shares of Stryker Corporation (NYSE:SYK – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,187 shares of the medical technology company’s stock after acquiring an additional 2,821 […]

OVERSEA CHINESE BANKING Corp Ltd lessened its holdings in shares of iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 654,275 shares of the exchange traded fund’s […]

Vantagepoint Investment Advisers LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 289,946 shares of the company’s stock after selling 1,974 shares during the period. Vantagepoint Investment Advisers LLC’s holdings in iShares […]

Private Trust Co. NA decreased its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 78.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,209 shares of the company’s stock after selling 4,515 shares during the period. […]

FORM Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 687,276 shares of the company’s stock, valued at approximately $45,360,000. iShares […]

OVERSEA CHINESE BANKING Corp Ltd decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 432,969 shares of the semiconductor company’s stock after selling 56,420 shares during […]

SilverOak Wealth Management LLC boosted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 408,444 shares of the company’s stock after buying an additional 8,688 shares during the […]