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Image for Roundview Capital LLC Sells 125,251 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Roundview Capital LLC Sells 125,251 Shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Roundview Capital LLC cut its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 37.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Swan Global Investments LLC Sells 48,953 Shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Swan Global Investments LLC Sells 48,953 Shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

Swan Global Investments LLC decreased its holdings in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 9.1% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Stock Position Cut by Roundview Capital LLC

Alphabet Inc. (NASDAQ:GOOG) Stock Position Cut by Roundview Capital LLC

Roundview Capital LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 254,719 shares of the information services provider’s stock... More of this article »
Image for Roundview Capital LLC Grows Stake in Mastercard Incorporated (NYSE:MA)

Roundview Capital LLC Grows Stake in Mastercard Incorporated (NYSE:MA)

Roundview Capital LLC raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 4.8% 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 »
Image for Monashee Investment Management LLC Has $780,000 Stock Holdings in Compass Therapeutics, Inc. (NASDAQ:CMPX)

Monashee Investment Management LLC Has $780,000 Stock Holdings in Compass Therapeutics, Inc. (NASDAQ:CMPX)

Monashee Investment Management LLC decreased its position in shares of Compass Therapeutics, Inc. (NASDAQ:CMPX – Free Report) by 59.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Monashee Investment Management LLC Buys New Holdings in HCI Group, Inc. (NYSE:HCI)

Monashee Investment Management LLC Buys New Holdings in HCI Group, Inc. (NYSE:HCI)

Monashee Investment Management LLC acquired a new position in HCI Group, Inc. (NYSE:HCI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Oliver Luxxe Assets LLC Takes Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Oliver Luxxe Assets LLC Takes Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Oliver Luxxe Assets LLC acquired a new stake in shares of Lamb Weston Holdings, Inc. (NYSE:LW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for argenx SE (NASDAQ:ARGX) Shares Purchased by Monashee Investment Management LLC

argenx SE (NASDAQ:ARGX) Shares Purchased by Monashee Investment Management LLC

Monashee Investment Management LLC raised its position in shares of argenx SE (NASDAQ:ARGX – Free Report) by 33.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Monashee Investment Management LLC Trims Stake in Structure Therapeutics Inc. (NASDAQ:GPCR)

Monashee Investment Management LLC Trims Stake in Structure Therapeutics Inc. (NASDAQ:GPCR)

Monashee Investment Management LLC cut its holdings in Structure Therapeutics Inc. (NASDAQ:GPCR – Free Report) by 69.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Oliver Luxxe Assets LLC Has $701,000 Stock Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Oliver Luxxe Assets LLC Has $701,000 Stock Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Oliver Luxxe Assets LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 13.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Oliver Luxxe Assets LLC Has $763,000 Stake in Matson, Inc. (NYSE:MATX)

Oliver Luxxe Assets LLC Has $763,000 Stake in Matson, Inc. (NYSE:MATX)

Oliver Luxxe Assets LLC grew its position in Matson, Inc. (NYSE:MATX – Free Report) by 5.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Image for John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) Shares Purchased by Oliver Luxxe Assets LLC

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) Shares Purchased by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC lifted its position in John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS – Free Report) by 9.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 9,145 shares of the company’s... More of this article »
Image for Oliver Luxxe Assets LLC Buys 3,575 Shares of Blue Owl Capital Inc. (NYSE:OWL)

Oliver Luxxe Assets LLC Buys 3,575 Shares of Blue Owl Capital Inc. (NYSE:OWL)

Oliver Luxxe Assets LLC boosted its stake in shares of Blue Owl Capital Inc. (NYSE:OWL – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Oliver Luxxe Assets LLC Has $1.08 Million Position in Jabil Inc. (NYSE:JBL)

Oliver Luxxe Assets LLC Has $1.08 Million Position in Jabil Inc. (NYSE:JBL)

Oliver Luxxe Assets LLC lessened its stake in shares of Jabil Inc. (NYSE:JBL – Free Report) by 22.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Oliver Luxxe Assets LLC Purchases 15,477 Shares of Quanex Building Products Co. (NYSE:NX)

Oliver Luxxe Assets LLC Purchases 15,477 Shares of Quanex Building Products Co. (NYSE:NX)

Oliver Luxxe Assets LLC lifted its position in shares of Quanex Building Products Co. (NYSE:NX – Free Report) by 55.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Oliver Luxxe Assets LLC Raises Stake in Onsemi (NASDAQ:ON)

Oliver Luxxe Assets LLC Raises Stake in Onsemi (NASDAQ:ON)

Oliver Luxxe Assets LLC grew its holdings in Onsemi (NASDAQ:ON – Free Report) by 1.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 18,458 shares of the semiconductor company’s... More of this article »
Image for Oliver Luxxe Assets LLC Raises Stock Holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Oliver Luxxe Assets LLC Raises Stock Holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Oliver Luxxe Assets LLC boosted its holdings in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 10.1% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Encompass Health Co. (NYSE:EHC) Stock Position Reduced by Oliver Luxxe Assets LLC

Encompass Health Co. (NYSE:EHC) Stock Position Reduced by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC lessened its position in shares of Encompass Health Co. (NYSE:EHC – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Western Alliance Bancorporation (NYSE:WAL) Shares Acquired by Oliver Luxxe Assets LLC

Western Alliance Bancorporation (NYSE:WAL) Shares Acquired by Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC raised its stake in Western Alliance Bancorporation (NYSE:WAL – Free Report) by 3.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 49,019 shares of the financial services provider’s... More of this article »
Image for Oliver Luxxe Assets LLC Acquires Shares of 21,903 PepsiCo, Inc. (NASDAQ:PEP)

Oliver Luxxe Assets LLC Acquires Shares of 21,903 PepsiCo, Inc. (NASDAQ:PEP)

Oliver Luxxe Assets LLC acquired a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for New Republic Capital LLC Raises Stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

New Republic Capital LLC Raises Stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

New Republic Capital LLC grew its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 91.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Sold by New Republic Capital LLC

iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Sold by New Republic Capital LLC

New Republic Capital LLC cut its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 7.5% in the 4th quarter, HoldingsChannel reports. The fund owned 3,863 shares of the company’s stock... More of this article »
Image for New Republic Capital LLC Raises Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

New Republic Capital LLC Raises Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

New Republic Capital LLC raised its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 7,471.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for New Republic Capital LLC Invests $214,000 in CVS Health Co. (NYSE:CVS)

New Republic Capital LLC Invests $214,000 in CVS Health Co. (NYSE:CVS)

New Republic Capital LLC acquired a new stake in shares of CVS Health Co. (NYSE:CVS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for New Republic Capital LLC Acquires New Position in NextEra Energy, Inc. (NYSE:NEE)

New Republic Capital LLC Acquires New Position in NextEra Energy, Inc. (NYSE:NEE)

New Republic Capital LLC bought a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Target Co. (NYSE:TGT) Shares Purchased by TFO Wealth Partners LLC

Target Co. (NYSE:TGT) Shares Purchased by TFO Wealth Partners LLC

TFO Wealth Partners LLC boosted its stake in shares of Target Co. (NYSE:TGT – Free Report) by 231,433.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,946 shares of the... More of this article »
Image for New Republic Capital LLC Trims Holdings in iShares Gold Trust (NYSEARCA:IAU)

New Republic Capital LLC Trims Holdings in iShares Gold Trust (NYSEARCA:IAU)

New Republic Capital LLC cut its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 17.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for New Republic Capital LLC Takes $248,000 Position in Novo Nordisk A/S (NYSE:NVO)

New Republic Capital LLC Takes $248,000 Position in Novo Nordisk A/S (NYSE:NVO)

New Republic Capital LLC bought a new position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,394 shares of the... More of this article »
Image for TFO Wealth Partners LLC Purchases 4,307 Shares of Atlassian Co. (NASDAQ:TEAM)

TFO Wealth Partners LLC Purchases 4,307 Shares of Atlassian Co. (NASDAQ:TEAM)

TFO Wealth Partners LLC increased its stake in Atlassian Co. (NASDAQ:TEAM – Free Report) by 143,566.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for TFO Wealth Partners LLC Acquires 24,792 Shares of Devon Energy Co. (NYSE:DVN)

TFO Wealth Partners LLC Acquires 24,792 Shares of Devon Energy Co. (NYSE:DVN)

TFO Wealth Partners LLC raised its holdings in Devon Energy Co. (NYSE:DVN – Free Report) by 103,300.0% in the 4th quarter, HoldingsChannel reports. The firm owned 24,816 shares of the energy company’s stock after purchasing... More of this article »
Image for TFO Wealth Partners LLC Increases Stock Position in Fastenal (NASDAQ:FAST)

TFO Wealth Partners LLC Increases Stock Position in Fastenal (NASDAQ:FAST)

TFO Wealth Partners LLC lifted its holdings in shares of Fastenal (NASDAQ:FAST – Free Report) by 100,152.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for TFO Wealth Partners LLC Grows Stock Position in Chubb Limited (NYSE:CB)

TFO Wealth Partners LLC Grows Stock Position in Chubb Limited (NYSE:CB)

TFO Wealth Partners LLC increased its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 3,762.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for TFO Wealth Partners LLC Invests $1.33 Million in Fiserv, Inc. (NYSE:FI)

TFO Wealth Partners LLC Invests $1.33 Million in Fiserv, Inc. (NYSE:FI)

TFO Wealth Partners LLC purchased a new position in Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 9,546... More of this article »
Image for TFO Wealth Partners LLC Has $1.43 Million Stock Holdings in Microchip Technology Incorporated (NASDAQ:MCHP)

TFO Wealth Partners LLC Has $1.43 Million Stock Holdings in Microchip Technology Incorporated (NASDAQ:MCHP)

TFO Wealth Partners LLC raised its holdings in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 49,271.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by TFO Wealth Partners LLC

Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by TFO Wealth Partners LLC

TFO Wealth Partners LLC grew its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,638.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for TFO Wealth Partners LLC Purchases 94,592 Shares of JPMorgan Chase & Co. (NYSE:JPM)

TFO Wealth Partners LLC Purchases 94,592 Shares of JPMorgan Chase & Co. (NYSE:JPM)

TFO Wealth Partners LLC raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8,491.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for TFO Wealth Partners LLC Grows Holdings in International Business Machines Co. (NYSE:IBM)

TFO Wealth Partners LLC Grows Holdings in International Business Machines Co. (NYSE:IBM)

TFO Wealth Partners LLC grew its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 145,542.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 10,195 shares... More of this article »
Image for The Walt Disney Company (NYSE:DIS) Shares Acquired by TFO Wealth Partners LLC

The Walt Disney Company (NYSE:DIS) Shares Acquired by TFO Wealth Partners LLC

TFO Wealth Partners LLC increased its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 882.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Treasurer of the State of North Carolina Has $26.04 Million Stock Holdings in Capital One Financial Co. (NYSE:COF)

Treasurer of the State of North Carolina Has $26.04 Million Stock Holdings in Capital One Financial Co. (NYSE:COF)

Treasurer of the State of North Carolina lifted its stake in Capital One Financial Co. (NYSE:COF) by 9.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 198,620... More of this article »
Image for Treasurer of the State of North Carolina Has $28.58 Million Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Treasurer of the State of North Carolina Has $28.58 Million Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Treasurer of the State of North Carolina grew its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Treasurer of the State of North Carolina Increases Stock Holdings in McKesson Co. (NYSE:MCK)

Treasurer of the State of North Carolina Increases Stock Holdings in McKesson Co. (NYSE:MCK)

Treasurer of the State of North Carolina lifted its stake in McKesson Co. (NYSE:MCK – Free Report) by 6.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Treasurer of the State of North Carolina Sells 1,590 Shares of Aon plc (NYSE:AON)

Treasurer of the State of North Carolina Sells 1,590 Shares of Aon plc (NYSE:AON)

Treasurer of the State of North Carolina lessened its stake in Aon plc (NYSE:AON – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Parker-Hannifin Co. (NYSE:PH) Shares Acquired by Treasurer of the State of North Carolina

Parker-Hannifin Co. (NYSE:PH) Shares Acquired by Treasurer of the State of North Carolina

Treasurer of the State of North Carolina lifted its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for EOG Resources, Inc. (NYSE:EOG) Shares Purchased by Treasurer of the State of North Carolina

EOG Resources, Inc. (NYSE:EOG) Shares Purchased by Treasurer of the State of North Carolina

Treasurer of the State of North Carolina boosted its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 1.0% during the 4th quarter, Holdings Channel reports. The fund owned 260,922 shares of the energy exploration... More of this article »
Image for Treasurer of the State of North Carolina Increases Position in CVS Health Co. (NYSE:CVS)

Treasurer of the State of North Carolina Increases Position in CVS Health Co. (NYSE:CVS)

Treasurer of the State of North Carolina raised its holdings in shares of CVS Health Co. (NYSE:CVS – Free Report) by 1.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 616,049 shares of the pharmacy operator’s... More of this article »
Image for Treasurer of the State of North Carolina Buys 5,910 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

Treasurer of the State of North Carolina Buys 5,910 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

Treasurer of the State of North Carolina raised its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Treasurer of the State of North Carolina Raises Holdings in CME Group Inc. (NASDAQ:CME)

Treasurer of the State of North Carolina Raises Holdings in CME Group Inc. (NASDAQ:CME)

Treasurer of the State of North Carolina grew its position in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Treasurer of the State of North Carolina Acquires 2,020 Shares of Zoetis Inc. (NYSE:ZTS)

Treasurer of the State of North Carolina Acquires 2,020 Shares of Zoetis Inc. (NYSE:ZTS)

Treasurer of the State of North Carolina raised its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Deere & Company (NYSE:DE) Position Reduced by Fiduciary Trust Co

Deere & Company (NYSE:DE) Position Reduced by Fiduciary Trust Co

Fiduciary Trust Co lowered its stake in Deere & Company (NYSE:DE – Free Report) by 5.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,378 shares of... More of this article »
Image for Fiduciary Trust Co Reduces Stock Position in Eli Lilly and Company (NYSE:LLY)

Fiduciary Trust Co Reduces Stock Position in Eli Lilly and Company (NYSE:LLY)

Fiduciary Trust Co lessened its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »