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D.A. Davidson & CO. Has $436,000 Stock Holdings in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (NYSEARCA:XRLV)
D.A. Davidson & CO. trimmed its holdings in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (NYSEARCA:XRLV – Free Report) by 13.1% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
D.A. Davidson & CO. Has $429,000 Stock Position in RingCentral, Inc. (NYSE:RNG)
D.A. Davidson & CO. grew its holdings in shares of RingCentral, Inc. (NYSE:RNG – Free Report) by 15.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Arm Holdings plc (NASDAQ:ARM) Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. decreased its holdings in Arm Holdings plc (NASDAQ:ARM – Free Report) by 62.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Sells 1,301 Shares of Sonoco Products (NYSE:SON)
D.A. Davidson & CO. trimmed its holdings in Sonoco Products (NYSE:SON – Free Report) by 12.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
The J. M. Smucker Company (NYSE:SJM) Shares Bought by Venturi Wealth Management LLC
Venturi Wealth Management LLC grew its holdings in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 95.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 474 shares of the... More of this article »
D.A. Davidson & CO. Boosts Stock Position in USA Compression Partners LP (NYSE:USAC)
D.A. Davidson & CO. raised its stake in USA Compression Partners LP (NYSE:USAC – Free Report) by 61.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
D.A. Davidson & CO. Sells 243 Shares of Darden Restaurants, Inc. (NYSE:DRI)
D.A. Davidson & CO. lessened its holdings in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
D.A. Davidson & CO. Lowers Holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)
D.A. Davidson & CO. decreased its holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 6.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Nuveen ESG Large-Cap Value ETF (BATS:NULV) Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. reduced its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 19.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
D.A. Davidson & CO. Sells 1,815 Shares of BlackRock Taxable Municipal Bond Trust (NYSE:BBN)
D.A. Davidson & CO. reduced its holdings in BlackRock Taxable Municipal Bond Trust (NYSE:BBN – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
D.A. Davidson & CO. Buys 2,384 Shares of Plains All American Pipeline, L.P. (NYSE:PAA)
D.A. Davidson & CO. grew its stake in shares of Plains All American Pipeline, L.P. (NYSE:PAA – Free Report) by 10.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
D.A. Davidson & CO. Trims Stake in Nuveen ESG Small-Cap ETF (BATS:NUSC)
D.A. Davidson & CO. reduced its position in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 6.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 10,301 shares of the company’s... More of this article »
Zscaler, Inc. (NASDAQ:ZS) Shares Acquired by D.A. Davidson & CO.
D.A. Davidson & CO. raised its position in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 22.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Venturi Wealth Management LLC Takes Position in Alight, Inc. (NYSE:ALIT)
Venturi Wealth Management LLC purchased a new stake in Alight, Inc. (NYSE:ALIT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
D.A. Davidson & CO. Sells 229 Shares of Lithia Motors, Inc. (NYSE:LAD)
D.A. Davidson & CO. reduced its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 16.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,154 shares of the company’s... More of this article »
D.A. Davidson & CO. Decreases Stock Position in Albemarle Co. (NYSE:ALB)
D.A. Davidson & CO. lessened its position in Albemarle Co. (NYSE:ALB – Free Report) by 9.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Cardinal Health, Inc. (NYSE:CAH) Holdings Reduced by D.A. Davidson & CO.
D.A. Davidson & CO. decreased its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Venturi Wealth Management LLC Makes New $45,000 Investment in SpringWorks Therapeutics, Inc. (NASDAQ:SWTX)
Venturi Wealth Management LLC purchased a new position in shares of SpringWorks Therapeutics, Inc. (NASDAQ:SWTX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
D.A. Davidson & CO. Makes New $434,000 Investment in Vista Energy, S.A.B. de C.V. (NYSE:VIST)
D.A. Davidson & CO. purchased a new position in Vista Energy, S.A.B. de C.V. (NYSE:VIST – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
D.A. Davidson & CO. Has $432,000 Stake in Huntington Bancshares Incorporated (NASDAQ:HBAN)
D.A. Davidson & CO. lifted its holdings in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 15.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Venturi Wealth Management LLC Grows Holdings in Hyatt Hotels Co. (NYSE:H)
Venturi Wealth Management LLC increased its position in shares of Hyatt Hotels Co. (NYSE:H – Free Report) by 750.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Cboe Global Markets, Inc. (NASDAQ:CBOE) Stock Holdings Decreased by D.A. Davidson & CO.
D.A. Davidson & CO. lowered its stake in Cboe Global Markets, Inc. (NASDAQ:CBOE – Free Report) by 58.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,113 shares of the company’s... More of this article »
D.A. Davidson & CO. Has $464,000 Stock Holdings in Genius Sports Limited (NYSE:GENI)
D.A. Davidson & CO. raised its holdings in Genius Sports Limited (NYSE:GENI – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
D.A. Davidson & CO. Lowers Stock Holdings in A-Mark Precious Metals, Inc. (NASDAQ:AMRK)
D.A. Davidson & CO. reduced its position in A-Mark Precious Metals, Inc. (NASDAQ:AMRK – Free Report) by 46.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 15,451 shares of the company’s... More of this article »
D.A. Davidson & CO. Sells 46 Shares of Cencora, Inc. (NYSE:COR)
D.A. Davidson & CO. decreased its holdings in shares of Cencora, Inc. (NYSE:COR – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,846... More of this article »
D.A. Davidson & CO. Increases Position in Super Micro Computer, Inc. (NASDAQ:SMCI)
D.A. Davidson & CO. increased its position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 529.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Takes Position in Jefferies Financial Group Inc. (NYSE:JEF)
D.A. Davidson & CO. purchased a new stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Venturi Wealth Management LLC Increases Position in ChampionX Co. (NASDAQ:CHX)
Venturi Wealth Management LLC lifted its holdings in ChampionX Co. (NASDAQ:CHX – Free Report) by 1,051.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
D.A. Davidson & CO. Makes New $417,000 Investment in Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH)
D.A. Davidson & CO. purchased a new position in shares of Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
D.A. Davidson & CO. Reduces Stock Holdings in OP Bancorp (NASDAQ:OPBK)
D.A. Davidson & CO. lowered its position in OP Bancorp (NASDAQ:OPBK – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Venturi Wealth Management LLC Purchases 201 Shares of Voya Financial, Inc. (NYSE:VOYA)
Venturi Wealth Management LLC lifted its position in Voya Financial, Inc. (NYSE:VOYA – Free Report) by 45.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 648 shares of the asset... More of this article »
D.A. Davidson & CO. Cuts Position in Vanguard Utilities ETF (NYSEARCA:VPU)
D.A. Davidson & CO. trimmed its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 22.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Prestige Consumer Healthcare Inc. (NYSE:PBH) Shares Bought by Sanctuary Advisors LLC
Sanctuary Advisors LLC grew its holdings in shares of Prestige Consumer Healthcare Inc. (NYSE:PBH – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,175... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Stake Lifted by Root Financial Partners LLC
Root Financial Partners LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 120.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Nova R Wealth Inc. Makes New $711,000 Investment in Alphabet Inc. (NASDAQ:GOOGL)
Nova R Wealth Inc. bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 3,754 shares of the information services provider’s... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) is White Pine Capital LLC’s 7th Largest Position
White Pine Capital LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Chevy Chase Trust Holdings LLC
Chevy Chase Trust Holdings LLC cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Rooted Wealth Advisors Inc.
Rooted Wealth Advisors Inc. trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,946 shares... More of this article »
Allspring Global Investments Holdings LLC Sells 23,717 Shares of Koppers Holdings Inc. (NYSE:KOP)
Allspring Global Investments Holdings LLC reduced its holdings in Koppers Holdings Inc. (NYSE:KOP – Free Report) by 75.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Allspring Global Investments Holdings LLC Has $294,000 Holdings in EverQuote, Inc. (NASDAQ:EVER)
Allspring Global Investments Holdings LLC decreased its holdings in EverQuote, Inc. (NASDAQ:EVER – Free Report) by 91.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Allspring Global Investments Holdings LLC Reduces Stock Position in TransMedics Group, Inc. (NASDAQ:TMDX)
Allspring Global Investments Holdings LLC decreased its position in shares of TransMedics Group, Inc. (NASDAQ:TMDX – Free Report) by 99.5% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Campbell Wealth Management Invests $206,000 in Alphabet Inc. (NASDAQ:GOOGL)
Campbell Wealth Management purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,089 shares of the information... More of this article »
Allspring Global Investments Holdings LLC Purchases New Holdings in Laureate Education, Inc. (NASDAQ:LAUR)
Allspring Global Investments Holdings LLC bought a new position in shares of Laureate Education, Inc. (NASDAQ:LAUR – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Solaris Energy Infrastructure (NASDAQ:SEI) Coverage Initiated by Analysts at Janney Montgomery Scott
Janney Montgomery Scott assumed coverage on shares of Solaris Energy Infrastructure (NASDAQ:SEI – Free Report) in a research note issued to investors on Tuesday morning, MarketBeat Ratings reports. The firm issued a buy rating... More of this article »
GFG Capital LLC Has $17.69 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
GFG Capital LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 93,421 shares of the... More of this article »
Wix.com Ltd. (NASDAQ:WIX) Shares Bought by Blue Trust Inc.
Blue Trust Inc. grew its holdings in shares of Wix.com Ltd. (NASDAQ:WIX – Free Report) by 30.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Allspring Global Investments Holdings LLC Takes Position in Ameresco, Inc. (NYSE:AMRC)
Allspring Global Investments Holdings LLC purchased a new position in shares of Ameresco, Inc. (NYSE:AMRC – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Kanawha Capital Management LLC Has $29.18 Million Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)
Kanawha Capital Management LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »