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Accretive Wealth Partners LLC Reduces Holdings in Microsoft Co. (NASDAQ:MSFT)
Accretive Wealth Partners LLC decreased its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 16.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
RW Investment Management LLC Boosts Holdings in Microsoft Co. (NASDAQ:MSFT)
RW Investment Management LLC grew its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 4.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 10,957 shares of the software... More of this article »
Commerce Bank Acquires 4,362 Shares of Apple Inc. (NASDAQ:AAPL)
Commerce Bank boosted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Avior Wealth Management LLC Increases Stock Position in Grayscale Bitcoin Trust (NYSEARCA:GBTC)
Avior Wealth Management LLC boosted its position in Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) by 225.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Avior Wealth Management LLC Acquires Shares of 2,998 T-Rex 2X Long Tesla Daily Target ETF (NASDAQ:TSLT)
Avior Wealth Management LLC purchased a new position in shares of T-Rex 2X Long Tesla Daily Target ETF (NASDAQ:TSLT – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
4,841 Shares in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX) Acquired by Mutual Advisors LLC
Mutual Advisors LLC acquired a new position in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
EA Bridgeway Blue Chip ETF (NYSEARCA:BBLU) Shares Acquired by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC increased its stake in EA Bridgeway Blue Chip ETF (NYSEARCA:BBLU – Free Report) by 587.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Avior Wealth Management LLC Has $104,000 Holdings in Axos Financial, Inc. (NYSE:AX)
Avior Wealth Management LLC boosted its holdings in shares of Axos Financial, Inc. (NYSE:AX – Free Report) by 83.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Avior Wealth Management LLC Grows Stock Holdings in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)
Avior Wealth Management LLC grew its holdings in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 63.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Mutual Advisors LLC Takes $244,000 Position in iShares MSCI Singapore ETF (NYSEARCA:EWS)
Mutual Advisors LLC acquired a new stake in shares of iShares MSCI Singapore ETF (NYSEARCA:EWS – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 11,142... More of this article »
Janney Montgomery Scott LLC Has $7.10 Million Stock Position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)
Janney Montgomery Scott LLC boosted its stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 34.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Stock Position Increased by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC lifted its position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 7.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
2,569 Shares in Xenon Pharmaceuticals Inc. (NASDAQ:XENE) Acquired by Avior Wealth Management LLC
Avior Wealth Management LLC acquired a new position in Xenon Pharmaceuticals Inc. (NASDAQ:XENE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Avior Wealth Management LLC Has $120,000 Holdings in American Electric Power Company, Inc. (NASDAQ:AEP)
Avior Wealth Management LLC lessened its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 16.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Avior Wealth Management LLC Raises Position in Bitwise Bitcoin ETF (NYSEARCA:BITB)
Avior Wealth Management LLC raised its stake in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 52.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Avior Wealth Management LLC Decreases Stock Holdings in BlackRock Municipal Income Fund, Inc. (NYSE:MUI)
Avior Wealth Management LLC decreased its holdings in shares of BlackRock Municipal Income Fund, Inc. (NYSE:MUI – Free Report) by 81.1% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
VICI Properties Inc. (NYSE:VICI) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of VICI Properties Inc. (NYSE:VICI – Get Free Report) have received an average recommendation of “Moderate Buy” from the ten analysts that are currently covering the stock, Marketbeat.com reports. Three research... More of this article »
Janney Montgomery Scott LLC Has $7.38 Million Position in Liberty Global Ltd. (NASDAQ:LBTYK)
Janney Montgomery Scott LLC increased its stake in Liberty Global Ltd. (NASDAQ:LBTYK – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 561,412 shares... More of this article »
Janney Montgomery Scott LLC Buys 20,213 Shares of JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEARCA:BBSC)
Janney Montgomery Scott LLC grew its stake in JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEARCA:BBSC – Free Report) by 22.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
1,250 Shares in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI) Bought by Avior Wealth Management LLC
Avior Wealth Management LLC bought a new position in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Janney Montgomery Scott LLC Increases Stake in Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD)
Janney Montgomery Scott LLC raised its stake in shares of Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Avior Wealth Management LLC Acquires 994 Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)
Avior Wealth Management LLC boosted its holdings in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 487.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Avior Wealth Management LLC Boosts Holdings in BlackRock MuniVest Fund II, Inc. (NYSE:MVT)
Avior Wealth Management LLC boosted its position in BlackRock MuniVest Fund II, Inc. (NYSE:MVT – Free Report) by 15.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Janney Montgomery Scott LLC Acquires Shares of 242,876 American Beacon GLG Natural Resources ETF (NYSEARCA:MGNR)
Janney Montgomery Scott LLC bought a new position in shares of American Beacon GLG Natural Resources ETF (NYSEARCA:MGNR – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Avior Wealth Management LLC Takes $123,000 Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
Avior Wealth Management LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Avior Wealth Management LLC Increases Stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT)
Avior Wealth Management LLC raised its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 47.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
PGIM Global High Yield Fund, Inc (NYSE:GHY) Stock Holdings Lowered by Avior Wealth Management LLC
Avior Wealth Management LLC reduced its position in shares of PGIM Global High Yield Fund, Inc (NYSE:GHY – Free Report) by 48.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Avior Wealth Management LLC Sells 217 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)
Avior Wealth Management LLC decreased its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 16.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Avior Wealth Management LLC Purchases 148 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Avior Wealth Management LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 18.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Mutual Advisors LLC Reduces Position in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)
Mutual Advisors LLC lessened its stake in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 55.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Invesco Ultra Short Duration ETF (NYSEARCA:GSY) Stock Position Raised by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC lifted its stake in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 24.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Avior Wealth Management LLC Purchases 2,286 Shares of Halliburton (NYSE:HAL)
Avior Wealth Management LLC increased its position in shares of Halliburton (NYSE:HAL – Free Report) by 91.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Avior Wealth Management LLC Buys 320 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Avior Wealth Management LLC boosted its holdings in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 83.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Mutual Advisors LLC Grows Stake in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT)
Mutual Advisors LLC increased its stake in shares of Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 9.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Avior Wealth Management LLC Increases Position in Atlassian Co. (NASDAQ:TEAM)
Avior Wealth Management LLC lifted its position in Atlassian Co. (NASDAQ:TEAM – Free Report) by 66.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Avior Wealth Management LLC Sells 1,106 Shares of ARK Genomic Revolution ETF (BATS:ARKG)
Avior Wealth Management LLC lessened its stake in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 16.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
iShares U.S. Medical Devices ETF (NYSEARCA:IHI) Shares Sold by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC lowered its holdings in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 110,053... More of this article »
CSX Co. (NASDAQ:CSX) Shares Sold by Mutual Advisors LLC
Mutual Advisors LLC decreased its holdings in shares of CSX Co. (NASDAQ:CSX – Free Report) by 48.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Mutual Advisors LLC Buys Shares of 2,931 A. O. Smith Co. (NYSE:AOS)
Mutual Advisors LLC acquired a new position in A. O. Smith Co. (NYSE:AOS – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Mutual Advisors LLC Reduces Stake in D.R. Horton, Inc. (NYSE:DHI)
Mutual Advisors LLC trimmed its holdings in D.R. Horton, Inc. (NYSE:DHI – Free Report) by 49.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,430 shares of the construction company’s... More of this article »
Mutual Advisors LLC Takes $226,000 Position in NXP Semiconductors (NASDAQ:NXPI)
Mutual Advisors LLC bought a new stake in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Invesco Senior Loan ETF (NYSEARCA:BKLN) Stock Position Raised by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC raised its position in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 5.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Mutual Advisors LLC Purchases New Holdings in Innovator Equity Defined Protection ETF – 1 Yr September (NYSEARCA:ZSEP)
Mutual Advisors LLC bought a new position in Innovator Equity Defined Protection ETF – 1 Yr September (NYSEARCA:ZSEP – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Mutual Advisors LLC Sells 465 Shares of Best Buy Co., Inc. (NYSE:BBY)
Mutual Advisors LLC lowered its stake in Best Buy Co., Inc. (NYSE:BBY – Free Report) by 15.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Mutual Advisors LLC Sells 14,536 Shares of Rivian Automotive, Inc. (NASDAQ:RIVN)
Mutual Advisors LLC decreased its holdings in shares of Rivian Automotive, Inc. (NASDAQ:RIVN – Free Report) by 46.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Principal Financial Group, Inc. (NYSE:PFG) Shares Sold by Mutual Advisors LLC
Mutual Advisors LLC cut its holdings in Principal Financial Group, Inc. (NYSE:PFG – Free Report) by 11.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,776... More of this article »
Mutual Advisors LLC Cuts Position in GE HealthCare Technologies Inc. (NASDAQ:GEHC)
Mutual Advisors LLC decreased its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 10.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Mutual Advisors LLC Takes $221,000 Position in Quest Diagnostics Incorporated (NYSE:DGX)
Mutual Advisors LLC acquired a new position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »