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Financial Perspectives Inc Raises Stock Holdings in Vanguard Total World Stock ETF (NYSEARCA:VT)
Financial Perspectives Inc boosted its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 21.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,215 shares of the exchange traded fund’s... More of this article »
Financial Perspectives Inc Buys 812 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Financial Perspectives Inc lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,532 shares of the company’s... More of this article »
Financial Perspectives Inc Purchases 182 Shares of Snowflake Inc. (NYSE:SNOW)
Financial Perspectives Inc lifted its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 12.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Financial Perspectives Inc Acquires 204 Shares of Micron Technology, Inc. (NASDAQ:MU)
Financial Perspectives Inc boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Canadian Natural Resources Limited (NYSE:CNQ) Shares Acquired by Financial Perspectives Inc
Financial Perspectives Inc boosted its holdings in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 92.1% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Financial Perspectives Inc Acquires 22 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Financial Perspectives Inc raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,988... More of this article »
Financial Perspectives Inc Has $2.25 Million Holdings in MercadoLibre, Inc. (NASDAQ:MELI)
Financial Perspectives Inc boosted its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Financial Perspectives Inc Lowers Position in Shopify Inc. (NYSE:SHOP)
Financial Perspectives Inc trimmed its position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 15.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) Shares Acquired by Financial Perspectives Inc
Financial Perspectives Inc increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Financial Perspectives Inc Boosts Stock Holdings in iShares U.S. Tech Independence Focused ETF (BATS:IETC)
Financial Perspectives Inc lifted its position in shares of iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
ServiceNow, Inc. (NYSE:NOW) Shares Acquired by Weatherly Asset Management L. P.
Weatherly Asset Management L. P. lifted its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 6.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Weatherly Asset Management L. P. Sells 2,973 Shares of ConocoPhillips (NYSE:COP)
Weatherly Asset Management L. P. lessened its holdings in ConocoPhillips (NYSE:COP – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Weatherly Asset Management L. P. Raises Position in The Procter & Gamble Company (NYSE:PG)
Weatherly Asset Management L. P. grew its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 17.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Boston Scientific Co. (NYSE:BSX) Shares Sold by Financial Perspectives Inc
Financial Perspectives Inc decreased its position in Boston Scientific Co. (NYSE:BSX – Free Report) by 0.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 146,136 shares of the medical... More of this article »
iShares Core High Dividend ETF (NYSEARCA:HDV) Position Increased by Financial Perspectives Inc
Financial Perspectives Inc lifted its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 3.0% during the fourth quarter, Holdings Channel reports. The fund owned 66,394 shares of the exchange... More of this article »
Grace & White Inc. NY Sells 68,375 Shares of Kearny Financial Corp. (NASDAQ:KRNY)
Grace & White Inc. NY trimmed its holdings in Kearny Financial Corp. (NASDAQ:KRNY – Free Report) by 39.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 104,526 shares of the savings and loans company’s... More of this article »
Grace & White Inc. NY Cuts Stake in Graham Co. (NYSE:GHM)
Grace & White Inc. NY decreased its holdings in Graham Co. (NYSE:GHM – Free Report) by 15.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 159,854 shares... More of this article »
Grace & White Inc. NY Lowers Stock Holdings in Coterra Energy Inc. (NYSE:CTRA)
Grace & White Inc. NY trimmed its holdings in shares of Coterra Energy Inc. (NYSE:CTRA – Free Report) by 0.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 150,032 shares of the... More of this article »
Twin Disc, Incorporated (NASDAQ:TWIN) Holdings Trimmed by Grace & White Inc. NY
Grace & White Inc. NY trimmed its position in shares of Twin Disc, Incorporated (NASDAQ:TWIN – Free Report) by 1.8% during the 4th quarter, HoldingsChannel reports. The firm owned 214,336 shares of the industrial products... More of this article »
Orion Group Holdings, Inc. (NYSE:ORN) Holdings Lowered by Grace & White Inc. NY
Grace & White Inc. NY reduced its holdings in Orion Group Holdings, Inc. (NYSE:ORN – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The firm owned 1,358,652 shares of the construction company’s... More of this article »
Grace & White Inc. NY Buys 700 Shares of HMN Financial, Inc. (NASDAQ:HMNF)
Grace & White Inc. NY grew its holdings in HMN Financial, Inc. (NASDAQ:HMNF – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Grace & White Inc. NY Lowers Stock Holdings in Unum Group (NYSE:UNM)
Grace & White Inc. NY lowered its position in shares of Unum Group (NYSE:UNM – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Grace & White Inc. NY Makes New Investment in Everest Group, Ltd. (NYSE:EG)
Grace & White Inc. NY bought a new position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought... More of this article »
Grace & White Inc. NY Buys 400 Shares of First Solar, Inc. (NASDAQ:FSLR)
Grace & White Inc. NY grew its holdings in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Grace & White Inc. NY Sells 35,354 Shares of Aegon Ltd. (NYSE:AEG)
Grace & White Inc. NY reduced its stake in shares of Aegon Ltd. (NYSE:AEG – Free Report) by 2.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,646,899... More of this article »
Weatherly Asset Management L. P. Sells 2,616 Shares of Kimberly-Clark Co. (NYSE:KMB)
Weatherly Asset Management L. P. lessened its position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 15.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 14,300 shares of the... More of this article »
Weatherly Asset Management L. P. Increases Stock Holdings in FedEx Co. (NYSE:FDX)
Weatherly Asset Management L. P. raised its stake in FedEx Co. (NYSE:FDX – Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,692 shares... More of this article »
Weatherly Asset Management L. P. Has $1.45 Million Stock Holdings in Albemarle Co. (NYSE:ALB)
Weatherly Asset Management L. P. grew its position in Albemarle Co. (NYSE:ALB – Free Report) by 33.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,030 shares... More of this article »
Weatherly Asset Management L. P. Sells 34 Shares of Lam Research Co. (NASDAQ:LRCX)
Weatherly Asset Management L. P. decreased its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Weatherly Asset Management L. P. Has $1.35 Million Holdings in Celanese Co. (NYSE:CE)
Weatherly Asset Management L. P. lifted its holdings in Celanese Co. (NYSE:CE – Free Report) by 66.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Weatherly Asset Management L. P. Sells 330 Shares of Invesco Water Resources ETF (NASDAQ:PHO)
Weatherly Asset Management L. P. cut its holdings in Invesco Water Resources ETF (NASDAQ:PHO – Free Report) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Weatherly Asset Management L. P. Sells 192 Shares of DexCom, Inc. (NASDAQ:DXCM)
Weatherly Asset Management L. P. trimmed its holdings in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Weatherly Asset Management L. P. Trims Stake in Tesla, Inc. (NASDAQ:TSLA)
Weatherly Asset Management L. P. lowered its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Archer-Daniels-Midland Company (NYSE:ADM) Shares Sold by Weatherly Asset Management L. P.
Weatherly Asset Management L. P. cut its position in Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 46,671... More of this article »
Trane Technologies plc (NYSE:TT) Stock Holdings Reduced by Weatherly Asset Management L. P.
Weatherly Asset Management L. P. lowered its position in Trane Technologies plc (NYSE:TT – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Weatherly Asset Management L. P. Increases Position in TotalEnergies SE (NYSE:TTE)
Weatherly Asset Management L. P. raised its holdings in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 13.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Weatherly Asset Management L. P. Decreases Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Weatherly Asset Management L. P. cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Weatherly Asset Management L. P. Decreases Stake in CyberArk Software Ltd. (NASDAQ:CYBR)
Weatherly Asset Management L. P. cut its holdings in CyberArk Software Ltd. (NASDAQ:CYBR – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Weatherly Asset Management L. P. Acquires 156,378 Shares of Fidelity Total Bond ETF (NYSEARCA:FBND)
Weatherly Asset Management L. P. increased its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 62.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 406,479 shares... More of this article »
Weatherly Asset Management L. P. Has $29.09 Million Stock Position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Weatherly Asset Management L. P. trimmed its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
GAMMA Investing LLC Invests $767,000 in Elevance Health, Inc. (NYSE:ELV)
GAMMA Investing LLC acquired a new position in shares of Elevance Health, Inc. (NYSE:ELV – 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 »
JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is Weatherly Asset Management L. P.’s 8th Largest Position
Weatherly Asset Management L. P. grew its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 403,780 shares of the company’s... More of this article »
GAMMA Investing LLC Takes $714,000 Position in Citigroup Inc. (NYSE:C)
GAMMA Investing LLC purchased a new stake in shares of Citigroup Inc. (NYSE:C – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
GAMMA Investing LLC Takes Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
GAMMA Investing LLC acquired a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
GAMMA Investing LLC Invests $697,000 in Target Co. (NYSE:TGT)
GAMMA Investing LLC bought a new position in shares of Target Co. (NYSE:TGT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
1,105 Shares in ServiceNow, Inc. (NYSE:NOW) Acquired by GAMMA Investing LLC
GAMMA Investing LLC bought a new position in ServiceNow, Inc. (NYSE:NOW – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 1,105 shares of the information... More of this article »
GAMMA Investing LLC Makes New $896,000 Investment in BlackRock, Inc. (NYSE:BLK)
GAMMA Investing LLC purchased a new position in BlackRock, Inc. (NYSE:BLK – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased... More of this article »
GAMMA Investing LLC Invests $802,000 in The TJX Companies, Inc. (NYSE:TJX)
GAMMA Investing LLC bought a new stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »