Whittier Trust Co. increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 135.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 241,959 shares of the information technology services provider’s stock after buying an additional 139,048 shares during […]

Whittier Trust Co. lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 2.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 115,351 shares of the enterprise software provider’s stock after selling 3,019 shares during the quarter. Whittier Trust Co.’s holdings in Oracle were worth $22,349,000 at the end of the most […]

Private Trust Co. NA lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 10.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,456 shares of the enterprise software provider’s stock after selling 3,167 shares during the quarter. Oracle comprises approximately […]

Xcel Wealth Management LLC bought a new stake in Textron Inc. (NYSE:TXT – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 5,642 shares of the aerospace company’s stock, valued at approximately $492,000. A number of other hedge funds and other institutional […]

Whittier Trust Co. lessened its holdings in American Express Company (NYSE:AXP – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 65,924 shares of the payment services company’s stock after selling 1,963 shares during the period. Whittier Trust Co.’s holdings in American Express […]

Whittier Trust Co. boosted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 164,707 shares of the exchange traded fund’s stock after purchasing an additional 6,585 shares during the […]

Whittier Trust Co. lifted its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 2.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 61,408 shares of the construction company’s stock after acquiring an additional 1,529 shares during the quarter. Whittier Trust […]

Private Trust Co. NA trimmed its position in Stryker Corporation (NYSE:SYK – Free Report) by 62.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,546 shares of the medical technology company’s stock after selling 12,374 shares during the […]

WBH Advisory Inc. grew its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 16.1% during the 4th quarter, Holdings Channel reports. The fund owned 712,397 shares of the company’s stock after buying an additional 98,605 shares during the quarter. Fidelity Total Bond ETF comprises about 2.4% of WBH Advisory Inc.’s holdings, making […]

Whittier Trust Co. lessened its stake in Fortive Corporation (NYSE:FTV – Free Report) by 19.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 289,584 shares of the technology company’s stock after selling 71,626 shares during the quarter. Whittier Trust Co. owned […]

Whittier Trust Co. reduced its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 34.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 201,966 shares of the company’s stock after selling 105,583 shares during the period. Whittier Trust Co.’s holdings in iShares Russell 2000 Value ETF were worth $37,959,000 […]

Whittier Trust Co. increased its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 293,770 shares of the conglomerate’s stock after acquiring an additional 6,635 shares during the period. Whittier Trust Co.’s holdings in Honeywell International were worth $60,205,000 at the end […]

WBH Advisory Inc. increased its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 203,994 shares of the company’s stock after purchasing an additional 9,046 shares during the quarter. iShares Core MSCI EAFE ETF makes up approximately 1.4% of WBH Advisory […]

Xcel Wealth Management LLC decreased its position in The Walt Disney Company (NYSE:DIS – Free Report) by 36.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,768 shares of the entertainment giant’s stock after selling 14,927 shares during the period. Xcel Wealth […]

PDS Planning Inc grew its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 23.8% during the 4th quarter, HoldingsChannel reports. The firm owned 130,034 shares of the exchange traded fund’s stock after buying an additional 24,985 shares during the period. iShares National Muni Bond ETF comprises approximately 0.9% of […]

Lbp Am Sa lessened its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 34.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,583 shares of the company’s stock after selling 15,254 shares during the quarter. Lbp Am Sa’s holdings in […]

Wright Investors Service Inc. decreased its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 19.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,115 shares of the semiconductor company’s stock after selling 2,674 shares during the quarter. […]

Wright Investors Service Inc. increased its position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 75.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,326 shares of the oil and gas company’s stock after acquiring an additional […]

Xcel Wealth Management LLC increased its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 10.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,294 shares of the aircraft producer’s stock after buying an additional 5,064 shares during the […]

Slow Capital Inc. cut its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 31.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 45,217 shares of the company’s stock after selling 20,772 shares during the period. Slow Capital […]

Whittier Trust Co. increased its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 52.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 195,242 shares of the company’s stock after buying an additional 67,453 shares during the […]

Xcel Wealth Management LLC grew its position in Deere & Company (NYSE:DE – Free Report) by 130.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,580 shares of the industrial products company’s stock after purchasing an additional 2,029 shares during the […]

Whittier Trust Co. lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,362,811 shares of the company’s stock after selling 11,657 shares during the quarter. […]

Prosperity Financial Group Inc. boosted its stake in shares of PGIM Total Return Bond ETF (NYSEARCA:PTRB – Free Report) by 17.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 102,103 shares of the company’s stock after purchasing an additional 15,057 shares during the […]

Whittier Trust Co. of Nevada Inc. cut its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 123,012 shares of the conglomerate’s stock after selling 2,371 shares during the […]

Xcel Wealth Management LLC lowered its position in shares of Easterly Government Properties, Inc. (NYSE:DEA – Free Report) by 63.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 46,823 shares of the real estate investment trust’s stock after selling 82,720 shares during the period. Xcel Wealth Management LLC’s holdings in Easterly Government Properties […]

O Connor Financial Group LLC increased its position in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 4.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 236,345 shares of the exchange traded fund’s stock after buying an additional 11,006 shares during the period. Pimco Total Return ETF comprises approximately 8.8% of O Connor […]

Grace & White Inc. NY lowered its stake in shares of Graham Corporation (NYSE:GHM – Free Report) by 25.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 22,839 shares of the industrial products company’s stock after selling 7,600 shares during the period. Grace & White Inc. NY […]

Level Financial Advisors increased its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 25.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 32,939 shares of the company’s stock after acquiring an additional 6,628 shares during the period. Level Financial Advisors’ holdings in Vanguard […]

Grand Wealth Management LLC grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,085,651 shares of the company’s stock after buying an additional 57,891 […]

Global Wealth Management LLC decreased its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 22.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 379,070 shares of the company’s stock after selling 110,311 shares during the period. […]

Transcend Capital Advisors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 20.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 43,920 shares of the company’s stock after selling 11,458 shares during the period. Johnson & Johnson accounts for approximately 0.7% of […]

Sellwood Investment Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 35.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 74,396 shares of the company’s stock after acquiring an additional 19,576 shares during the […]

Whittier Trust Co. of Nevada Inc. cut its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 10.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 123,033 shares of the exchange traded fund’s stock after selling 14,459 shares during the […]

Level Financial Advisors raised its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 179,485 shares of the company’s stock after purchasing an additional 10,587 shares […]

Forteris Wealth Management Inc. acquired a new stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 160,762 shares of the company’s stock, valued at approximately $7,524,000. Dimensional US Core Equity Market ETF comprises […]

CM Wealth Advisors LLC grew its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 0.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 247,292 shares of the company’s stock after acquiring an additional 1,563 shares during the period. iShares S&P 100 ETF accounts for about 19.2% of CM Wealth Advisors […]

Heritage Wealth Management Inc. raised its stake in shares of Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) by 911.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 62,677 shares of the company’s stock after purchasing an additional 56,481 shares during […]

Nuveen Dividend Growth ETF (NYSEARCA:NDVG – Get Free Report) was the recipient of a significant growth in short interest in the month of March. As of March 31st, there was short interest totaling 1,959 shares, a growth of 44.9% from the March 15th total of 1,352 shares. Based on an average trading volume of 622 […]

Invesco Preferred ETF (NYSEARCA:PGX – Get Free Report) was the target of a large decline in short interest in March. As of March 31st, there was short interest totaling 4,057,876 shares, a decline of 18.1% from the March 15th total of 4,954,292 shares. Approximately 1.2% of the company’s stock are short sold. Based on an […]

Whittier Trust Co. of Nevada Inc. lessened its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 289,453 shares of the exchange traded fund’s stock after selling 9,939 shares during the period. iShares Core S&P […]

Whittier Trust Co. of Nevada Inc. grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 65.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,379 shares of the company’s stock after buying an additional […]

ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO – Get Free Report) saw a significant drop in short interest in the month of March. As of March 31st, there was short interest totaling 4,071 shares, a drop of 18.7% from the March 15th total of 5,007 shares. Approximately 0.2% of the company’s stock are short sold. Based on […]

KraneShares Global Carbon Strategy ETF (NYSEARCA:KRBN – Get Free Report) was the target of a significant decline in short interest during the month of March. As of March 31st, there was short interest totaling 21,667 shares, a decline of 16.6% from the March 15th total of 25,977 shares. Approximately 0.5% of the company’s stock are […]

ATAC Credit Rotation ETF (NYSEARCA:JOJO – Get Free Report) was the target of a significant drop in short interest in March. As of March 31st, there was short interest totaling 350 shares, a drop of 30.6% from the March 15th total of 504 shares. Based on an average daily trading volume, of 3,043 shares, the […]

Shares of Hashdex Bitcoin ETF (NYSEARCA:DEFI – Get Free Report) rose 1.5% on Tuesday . The stock traded as high as $84.59 and last traded at $84.28. Approximately 1,034 shares changed hands during mid-day trading, an increase of 45% from the average daily volume of 712 shares. The stock had previously closed at $83.06. Hashdex […]

Nomura Focused Large Growth ETF (NYSEARCA:LRGG – Get Free Report) was the target of a large increase in short interest in the month of March. As of March 31st, there was short interest totaling 2,138 shares, an increase of 45.2% from the March 15th total of 1,472 shares. Based on an average trading volume of […]

iShares iBonds Dec 2055 Term Treasury ETF (NASDAQ:IBGL – Get Free Report) saw a large increase in short interest in the month of March. As of March 31st, there was short interest totaling 9,124 shares, an increase of 40.5% from the March 15th total of 6,495 shares. Based on an average trading volume of 5,790 […]

iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Get Free Report) was the target of a significant decrease in short interest in March. As of March 31st, there was short interest totaling 527,644 shares, a decrease of 18.1% from the March 15th total of 643,913 shares. Based on an average trading volume of 1,997,485 shares, the […]

Franklin Income Focus ETF (NYSEARCA:INCM – Get Free Report) was the recipient of a large drop in short interest in the month of March. As of March 31st, there was short interest totaling 107,380 shares, a drop of 17.6% from the March 15th total of 130,357 shares. Currently, 0.2% of the shares of the company […]