Home » Author Archive
Atria Wealth Solutions Inc. Trims Stake in KeyCorp (NYSE:KEY)
Atria Wealth Solutions Inc. trimmed its holdings in shares of KeyCorp (NYSE:KEY – Free Report) by 6.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Trims Position in Nucor Co. (NYSE:NUE)
Atria Wealth Solutions Inc. decreased its position in shares of Nucor Co. (NYSE:NUE – Free Report) by 12.4% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 5,894 shares of the basic... More of this article »
Atria Wealth Solutions Inc. Acquires 166 Shares of Commerce Bancshares, Inc. (NASDAQ:CBSH)
Atria Wealth Solutions Inc. raised its holdings in Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 1.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares California Muni Bond ETF (NYSEARCA:CMF) Shares Purchased by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. raised its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Atria Wealth Solutions Inc. Sells 8,079 Shares of TotalEnergies SE (NYSE:TTE)
Atria Wealth Solutions Inc. lessened its holdings in TotalEnergies SE (NYSE:TTE – Free Report) by 39.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Atria Wealth Solutions Inc. Has $672,000 Stake in nVent Electric plc (NYSE:NVT)
Atria Wealth Solutions Inc. increased its position in shares of nVent Electric plc (NYSE:NVT – Free Report) by 179.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Makes New Investment in Kinross Gold Co. (NYSE:KGC)
Atria Wealth Solutions Inc. purchased a new stake in Kinross Gold Co. (NYSE:KGC – Free Report) (TSE:K) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Grows Position in LyondellBasell Industries (NYSE:LYB)
Atria Wealth Solutions Inc. increased its position in shares of LyondellBasell Industries (NYSE:LYB – Free Report) by 21.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA) Shares Acquired by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. increased its position in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Atria Wealth Solutions Inc. Boosts Stake in Schwab 1000 Index ETF (NYSEARCA:SCHK)
Atria Wealth Solutions Inc. increased its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) by 100.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. cut its stake in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 67.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Sells 3,296 Shares of TE Connectivity Ltd. (NYSE:TEL)
Atria Wealth Solutions Inc. lessened its holdings in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 37.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Atria Wealth Solutions Inc. Has $671,000 Position in Redwood Trust, Inc. (NYSE:RWT)
Atria Wealth Solutions Inc. trimmed its stake in Redwood Trust, Inc. (NYSE:RWT – Free Report) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Atria Wealth Solutions Inc. Sells 168 Shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY)
Atria Wealth Solutions Inc. decreased its position in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Atria Wealth Solutions Inc. Has $666,000 Stock Holdings in Fidelity MSCI Communication Services Index ETF (NYSEARCA:FCOM)
Atria Wealth Solutions Inc. lowered its holdings in shares of Fidelity MSCI Communication Services Index ETF (NYSEARCA:FCOM – Free Report) by 25.7% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Workday, Inc. (NASDAQ:WDAY) Shares Bought by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. increased its holdings in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 22.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Atria Wealth Solutions Inc. Has $669,000 Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)
Atria Wealth Solutions Inc. lifted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 14.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Boosts Stake in FT Vest U.S. Equity Deep Buffer ETF – August (BATS:DAUG)
Atria Wealth Solutions Inc. boosted its holdings in FT Vest U.S. Equity Deep Buffer ETF – August (BATS:DAUG – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
British American Tobacco p.l.c. (NYSE:BTI) Stake Lowered by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. cut its position in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 5.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Acquires 113 Shares of Vanguard S&P Small-Cap 600 Growth ETF (NYSEARCA:VIOG)
Atria Wealth Solutions Inc. lifted its holdings in shares of Vanguard S&P Small-Cap 600 Growth ETF (NYSEARCA:VIOG – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Atria Wealth Solutions Inc. Has $750,000 Stake in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)
Atria Wealth Solutions Inc. increased its stake in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent Form... More of this article »
Atria Wealth Solutions Inc. Reduces Position in Equinix, Inc. (NASDAQ:EQIX)
Atria Wealth Solutions Inc. reduced its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 28.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
PPL Co. (NYSE:PPL) Stock Holdings Boosted by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. boosted its holdings in shares of PPL Co. (NYSE:PPL – Free Report) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Atria Wealth Solutions Inc. Buys 1,701 Shares of Ares Management Co. (NYSE:ARES)
Atria Wealth Solutions Inc. lifted its position in Ares Management Co. (NYSE:ARES – Free Report) by 67.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) Holdings Lifted by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. grew its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 106.7% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Atria Wealth Solutions Inc. Has $655,000 Position in Monster Beverage Co. (NASDAQ:MNST)
Atria Wealth Solutions Inc. lifted its holdings in shares of Monster Beverage Co. (NASDAQ:MNST – Free Report) by 22.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 12,454 shares... More of this article »
Atria Wealth Solutions Inc. Buys 13,878 Shares of Fifth Third Bancorp (NASDAQ:FITB)
Atria Wealth Solutions Inc. increased its stake in shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 242.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Atria Wealth Solutions Inc. Acquires 197 Shares of Watsco, Inc. (NYSE:WSO)
Atria Wealth Solutions Inc. raised its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Atria Wealth Solutions Inc. Acquires New Stake in Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI)
Atria Wealth Solutions Inc. bought a new position in shares of Blackrock Advantage Large Cap Income ETF (NYSEARCA:BALI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Atria Wealth Solutions Inc. Cuts Position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)
Atria Wealth Solutions Inc. lowered its position in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 47.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Atria Wealth Solutions Inc. Reduces Stock Position in Royal Gold, Inc. (NASDAQ:RGLD)
Atria Wealth Solutions Inc. decreased its holdings in shares of Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) by 14.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 4,983... More of this article »
Atria Wealth Solutions Inc. Decreases Position in Canadian National Railway (NYSE:CNI)
Atria Wealth Solutions Inc. reduced its stake in Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 33.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Buys New Stake in CF Industries Holdings, Inc. (NYSE:CF)
D.A. Davidson & CO. bought a new stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) 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 »
D.A. Davidson & CO. Has $500,000 Position in Moelis & Company (NYSE:MC)
D.A. Davidson & CO. lowered its position in shares of Moelis & Company (NYSE:MC – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,766... More of this article »
Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL) Shares Acquired by D.A. Davidson & CO.
D.A. Davidson & CO. grew its stake in Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
D.A. Davidson & CO. Acquires New Shares in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN)
D.A. Davidson & CO. acquired a new stake in shares of BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
D.A. Davidson & CO. Sells 308 Shares of Copart, Inc. (NASDAQ:CPRT)
D.A. Davidson & CO. lessened its position in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
21,113 Shares in APA Co. (NASDAQ:APA) Bought by D.A. Davidson & CO.
D.A. Davidson & CO. acquired a new position in APA Co. (NASDAQ:APA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
D.A. Davidson & CO. Buys 1,565 Shares of The Western Union Company (NYSE:WU)
D.A. Davidson & CO. grew its stake in shares of The Western Union Company (NYSE:WU – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
D.A. Davidson & CO. Sells 194 Shares of Motorola Solutions, Inc. (NYSE:MSI)
D.A. Davidson & CO. reduced its position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 15.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM) Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. reduced its stake in shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM – Free Report) by 11.8% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
D.A. Davidson & CO. Raises Stock Holdings in iShares Biotechnology ETF (NASDAQ:IBB)
D.A. Davidson & CO. increased its position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 3.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Essential Utilities, Inc. (NYSE:WTRG) Stock Holdings Lessened by D.A. Davidson & CO.
D.A. Davidson & CO. trimmed its stake in Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 11.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
D.A. Davidson & CO. Increases Stock Holdings in HP Inc. (NYSE:HPQ)
D.A. Davidson & CO. increased its holdings in HP Inc. (NYSE:HPQ – Free Report) by 13.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,001... More of this article »
D.A. Davidson & CO. Invests $428,000 in Gold Fields Limited (NYSE:GFI)
D.A. Davidson & CO. bought a new position in Gold Fields Limited (NYSE:GFI – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought... More of this article »
D.A. Davidson & CO. Buys 2,638 Shares of Putnam BDC Income ETF (NYSEARCA:PBDC)
D.A. Davidson & CO. grew its stake in Putnam BDC Income ETF (NYSEARCA:PBDC – Free Report) by 27.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
D.A. Davidson & CO. Sells 1,090 Shares of JFrog Ltd. (NASDAQ:FROG)
D.A. Davidson & CO. lessened its holdings in shares of JFrog Ltd. (NASDAQ:FROG – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Acquires Shares of 2,953 iShares MSCI World ETF (NYSEARCA:URTH)
D.A. Davidson & CO. acquired a new stake in shares of iShares MSCI World ETF (NYSEARCA:URTH – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »