Home » Author Archive
SYSTM Wealth Solutions LLC Takes $534,000 Position in CNA Financial Co. (NYSE:CNA)
SYSTM Wealth Solutions LLC acquired a new stake in CNA Financial Co. (NYSE:CNA – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 12,636... More of this article »
Franklin Resources Inc. Purchases 1,576 Shares of Sealed Air Co. (NYSE:SEE)
Franklin Resources Inc. grew its position in Sealed Air Co. (NYSE:SEE – Get Rating) by 0.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Franklin Resources Inc. Acquires 527 Shares of Southwest Gas Holdings, Inc. (NYSE:SWX)
Franklin Resources Inc. lifted its holdings in Southwest Gas Holdings, Inc. (NYSE:SWX – Get Rating) by 0.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Banque Cantonale Vaudoise Has $208,000 Stake in DocuSign, Inc. (NASDAQ:DOCU)
Banque Cantonale Vaudoise decreased its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Get Rating) by 51.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Aviva PLC Sells 17,718 Shares of Fox Co. (NASDAQ:FOXA)
Aviva PLC decreased its holdings in shares of Fox Co. (NASDAQ:FOXA – Get Rating) by 20.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 70,561 shares of the... More of this article »
LPL Financial Holdings Inc. (NASDAQ:LPLA) Stake Raised by Franklin Resources Inc.
Franklin Resources Inc. grew its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Rating) by 112.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Tupperware Brands (TUP) Set to Announce Quarterly Earnings on Monday
Tupperware Brands (NYSE:TUP – Get Rating) will issue its quarterly earnings data on Monday, May 29th. Tupperware Brands (NYSE:TUP – Get Rating) last issued its earnings results on Wednesday, March 1st. The company reported... More of this article »
Ameritas Advisory Services LLC Purchases 6,413 Shares of W. P. Carey Inc. (NYSE:WPC)
Ameritas Advisory Services LLC raised its position in W. P. Carey Inc. (NYSE:WPC – Get Rating) by 111.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,184... More of this article »
CSX Co. (NASDAQ:CSX) Stake Raised by Clearbridge Investments LLC
Clearbridge Investments LLC grew its holdings in shares of CSX Co. (NASDAQ:CSX – Get Rating) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Has $2.24 Million Position in KKR & Co. Inc. (NYSE:KKR)
Assetmark Inc. boosted its holdings in KKR & Co. Inc. (NYSE:KKR – Get Rating) by 21.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 48,274 shares of the asset manager’s stock after acquiring an... More of this article »
Ameritas Advisory Services LLC Purchases 1,649 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
Ameritas Advisory Services LLC lifted its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Get Rating) by 8.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Continuum Advisory LLC Increases Holdings in Hanesbrands Inc. (NYSE:HBI)
Continuum Advisory LLC grew its holdings in shares of Hanesbrands Inc. (NYSE:HBI – Get Rating) by 16.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Hanesbrands Inc. (NYSE:HBI) Shares Bought by Continuum Advisory LLC
Continuum Advisory LLC boosted its stake in shares of Hanesbrands Inc. (NYSE:HBI – Get Rating) by 16.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Micron Technology, Inc. (NASDAQ:MU) Shares Sold by Continuum Advisory LLC
Continuum Advisory LLC lowered its position in Micron Technology, Inc. (NASDAQ:MU – Get Rating) by 5.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Continuum Advisory LLC Sells 147 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)
Continuum Advisory LLC cut its stake in Vanguard ESG US Stock ETF (BATS:ESGV – Get Rating) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Continuum Advisory LLC Decreases Stock Position in Ford Motor (NYSE:F)
Continuum Advisory LLC lessened its stake in shares of Ford Motor (NYSE:F – Get Rating) by 9.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,750 shares of the auto manufacturer’s... More of this article »
Continuum Advisory LLC Buys 347 Shares of JPMorgan Municipal ETF (BATS:JMUB)
Continuum Advisory LLC increased its position in shares of JPMorgan Municipal ETF (BATS:JMUB – Get Rating) by 7.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Continuum Advisory LLC Trims Stock Holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC)
Continuum Advisory LLC decreased its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Get Rating) by 5.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Continuum Advisory LLC Increases Stock Position in The Necessity Retail REIT, Inc. (NASDAQ:RTL)
Continuum Advisory LLC lifted its holdings in shares of The Necessity Retail REIT, Inc. (NASDAQ:RTL – Get Rating) by 24.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Checchi Capital Advisers LLC Sells 567 Shares of STMicroelectronics (NYSE:STM)
Checchi Capital Advisers LLC decreased its stake in STMicroelectronics (NYSE:STM – Get Rating) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,577 shares... More of this article »
Checchi Capital Advisers LLC Increases Stock Position in Kimco Realty Corp (NYSE:KIM)
Checchi Capital Advisers LLC boosted its stake in Kimco Realty Corp (NYSE:KIM – Get Rating) by 4.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Johnson & Johnson (NYSE:JNJ) Shares Sold by Excalibur Management Corp
Excalibur Management Corp lowered its stake in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
W.W. Grainger, Inc. (NYSE:GWW) Shares Sold by Checchi Capital Advisers LLC
Checchi Capital Advisers LLC reduced its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Get Rating) by 4.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Checchi Capital Advisers LLC Reduces Stock Holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)
Checchi Capital Advisers LLC lowered its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Get Rating) by 47.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sei Investments Co. Raises Holdings in Rio Tinto Group (NYSE:RIO)
Sei Investments Co. increased its holdings in Rio Tinto Group (NYSE:RIO – Get Rating) by 7.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 471,409 shares of the mining company’s... More of this article »
CONMED Co. (NYSE:CNMD) Shares Purchased by Sei Investments Co.
Sei Investments Co. boosted its position in CONMED Co. (NYSE:CNMD – Get Rating) by 20.6% in the 4th quarter, HoldingsChannel reports. The firm owned 408,503 shares of the company’s stock after purchasing an additional... More of this article »
Sei Investments Co. Has $36.32 Million Stock Position in Stericycle, Inc. (NASDAQ:SRCL)
Sei Investments Co. boosted its holdings in shares of Stericycle, Inc. (NASDAQ:SRCL – Get Rating) by 10.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
New York Life Investment Management LLC Increases Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)
New York Life Investment Management LLC lifted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 5.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 53,336 shares of... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Acquired by Assetmark Inc.
Assetmark Inc. grew its stake in The Walt Disney Company (NYSE:DIS – Get Rating) by 33.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 29,926 shares of the entertainment giant’s stock after purchasing... More of this article »
Assetmark Inc. Sells 1,636 Shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV)
Assetmark Inc. cut its stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Get Rating) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Boston Scientific Co. (NYSE:BSX) Shares Acquired by Assetmark Inc.
Assetmark Inc. lifted its position in shares of Boston Scientific Co. (NYSE:BSX – Get Rating) by 38.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
New York Life Investment Management LLC Sells 110 Shares of L3Harris Technologies, Inc. (NYSE:LHX)
New York Life Investment Management LLC lessened its holdings in L3Harris Technologies, Inc. (NYSE:LHX – Get Rating) by 0.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 27,008 shares of... More of this article »
New York Life Investment Management LLC Boosts Holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
New York Life Investment Management LLC grew its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Get Rating) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Zions Bancorporation N.A. Takes Position in Woodside Energy Group Ltd (NYSE:WDS)
Zions Bancorporation N.A. acquired a new stake in shares of Woodside Energy Group Ltd (NYSE:WDS – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,169... More of this article »
Zions Bancorporation N.A. Grows Stock Holdings in ING Groep (NYSE:ING)
Zions Bancorporation N.A. increased its stake in shares of ING Groep (NYSE:ING – Get Rating) by 48.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Zions Bancorporation N.A. Invests $66,000 in Jones Lang LaSalle Incorporated (NYSE:JLL)
Zions Bancorporation N.A. bought a new position in shares of Jones Lang LaSalle Incorporated (NYSE:JLL – Get Rating) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 413 shares of the financial... More of this article »
Zions Bancorporation N.A. Buys 32 Shares of Charter Communications, Inc. (NASDAQ:CHTR)
Zions Bancorporation N.A. lifted its stake in shares of Charter Communications, Inc. (NASDAQ:CHTR – Get Rating) by 22.1% during the 4th quarter, HoldingsChannel reports. The firm owned 177 shares of the company’s stock... More of this article »
Zions Bancorporation N.A. Grows Position in Qorvo, Inc. (NASDAQ:QRVO)
Zions Bancorporation N.A. lifted its stake in shares of Qorvo, Inc. (NASDAQ:QRVO – Get Rating) by 319.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 684 shares... More of this article »