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Castellan Group bought a new stake in Visa Inc. (NYSE: V) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 9,321 shares of the credit-card processor's stock, valued at approximately $3,269,000. Other large investors also recently made changes
FSM Wealth Advisors LLC reduced its position in shares of Visa Inc. (NYSE: V) by 36.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,867 shares of the credit-card processor's stock after selling 3,944 shares during the period.
Guyasuta Investment Advisors Inc. increased its holdings in shares of Walmart Inc. (NASDAQ: WMT) by 1,330.5% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 117,946 shares of the retailer's stock after purchasing an additional 109,701 shares
HBW Advisory Services LLC grew its holdings in shares of Walmart Inc. (NASDAQ: WMT) by 136.2% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,137 shares of the retailer's stock after purchasing an additional 6,421 shares during the
Burney Co. lowered its position in shares of Linde PLC (NASDAQ: LIN) by 48.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,109 shares of the basic materials company's stock after selling 1,041 shares during the quarter. Burney Co.'s holdings
Burney Co. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,541 shares of the semiconductor company's stock, valued at approximately $468,000. Several other institutional investors and hedge funds have also
Burney Co. acquired a new stake in GE Vernova Inc. (NYSE: GEV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 622 shares of the company's stock, valued at approximately $407,000. A number of other large investors also recently modified their holdings
Schaeffler AG (SFFLY) Shareholder/Analyst Call Transcript
Trump has called on the U.K. to expand North Sea oil production, reviving his “drill, baby, drill” message. His comments come as the U.K. government says the Iran war energy shock shows the need “to get off the fossil fuel rollercoaster.
ASML Holding NV (NASDAQ:ASML, XETRA:ASME), Europe's largest company by market capitalisation, has raised its full-year sales forecast and reported a sharp...
Altria Group is a virtually inflation-proof Dividend King. Enterprise Products Partners benefits from higher oil prices and has little exposure to tariffs.
Bernardo Wealth Planning LLC grew its stake in Netflix, Inc. (NASDAQ: NFLX) by 895.1% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,523 shares of the Internet television network's stock after buying an additional 4,968 shares during the quarter. Bernardo Wealth Planning
Bingham Private Wealth LLC bought a new stake in Intuitive Surgical, Inc. (NASDAQ: ISRG) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,921 shares of the medical equipment provider's stock, valued at approximately $1,088,000. Intuitive Surgical accounts for about 0.9%
BCS Wealth Management lifted its stake in shares of Netflix, Inc. (NASDAQ: NFLX) by 1,877.6% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,634 shares of the Internet television network's stock after buying an additional 13,894 shares during the period. BCS Wealth
Constellation Brands stock appears to have played to Warren Buffett's contrarian instincts. The company has responded to falling sales by reinforcing its focus on its beer business.
Diversify Advisory Services LLC acquired a new position in shares of Capital Group Core Plus Income ETF (NYSEARCA:CGCP) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 29,371 shares of the company's stock, valued at
Bingham Private Wealth LLC acquired a new position in shares of Thermo Fisher Scientific Inc. (NYSE: TMO) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,002 shares of the medical research company's stock, valued at approximately $581,000. Several other hedge funds
Bingham Private Wealth LLC purchased a new position in shares of Uber Technologies, Inc. (NYSE: UBER) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 7,670 shares of the ride-sharing company's stock, valued at approximately $627,000. Other large investors have also recently made
Carnegie Investment Counsel boosted its holdings in shares of Johnson and Johnson (NYSE: JNJ) by 13.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 160,092 shares of the company's stock after buying an additional 19,577 shares during the
Carnegie Investment Counsel reduced its position in Eli Lilly and Company (NYSE: LLY) by 7.2% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,540 shares of the company's stock after selling 894 shares during the quarter. Carnegie Investment
Bingham Private Wealth LLC acquired a new position in Citigroup Inc. (NYSE: C) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 7,260 shares of the company's stock, valued at approximately $847,000. Other institutional investors and hedge funds have also modified
Diversify Advisory Services LLC purchased a new stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 15,726 shares of the company's stock, valued at approximately $605,000. Several other hedge funds and
Freestone Capital Holdings LLC increased its stake in Kimbell Royalty (NYSE: KRP) by 81.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 181,693 shares of the energy company's stock after acquiring an additional 81,693 shares during
Freestone Capital Holdings LLC raised its stake in shares of Dorchester Minerals, L.P. (NASDAQ: DMLP) by 37.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 86,000 shares of the energy company's stock after buying an additional 23,500 shares during the period.
Freestone Capital Holdings LLC bought a new position in Take-Two Interactive Software, Inc. (NASDAQ: TTWO) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 9,702 shares of the company's stock, valued at approximately $2,484,000. Other institutional investors also recently bought and sold shares of the company.
Freestone Capital Holdings LLC reduced its holdings in shares of Hewlett Packard Enterprise Company (NYSE: HPE) by 58.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,678 shares of the technology company's stock after selling 73,783 shares during the
Freestone Capital Holdings LLC decreased its position in Pfizer Inc. (NYSE: PFE) by 60.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 48,907 shares of the biopharmaceutical company's stock after selling 75,825 shares during the quarter. Freestone Capital Holdings LLC's holdings in
Freestone Capital Holdings LLC acquired a new stake in shares of State Street Corporation (NYSE: STT) in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 21,128 shares of the asset manager's stock, valued at approximately $2,726,000. Several other hedge funds and other
Freestone Capital Holdings LLC acquired a new stake in Mister Car Wash, Inc. (NYSE: MCW) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 324,472 shares of the company's stock, valued at approximately $1,804,000. Freestone Capital Holdings LLC owned 0.10%
Freestone Capital Holdings LLC cut its position in shares of Hudson Pacific Properties, Inc. (NYSE: HPP) by 85.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 112,252 shares of the real estate investment trust's stock after selling 652,495 shares
Farther Finance Advisors LLC boosted its stake in Capital Group Growth ETF (NYSEARCA:CGGR) by 98.2% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 702,065 shares of the company's stock after purchasing an additional 347,876 shares during the period. Farther Finance Advisors LLC owned about
Guidance Capital Inc. grew its holdings in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) by 44.7% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 46,324 shares of the company's stock after purchasing an additional 14,320 shares during the quarter.
Freestone Capital Holdings LLC acquired a new stake in shares of iShares MSCI Poland ETF (NYSEARCA:EPOL) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 28,706 shares of the company's stock, valued at approximately $1,010,000. Freestone Capital Holdings LLC owned
Farther Finance Advisors LLC grew its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 71.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,042,266 shares of the company's stock after purchasing an additional 435,823 shares during
Freestone Capital Holdings LLC acquired a new position in LGN (NASDAQ: LGN) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 26,785 shares of the company's stock, valued at approximately $1,153,000. Separately, Harbor Capital Advisors Inc. purchased a new position in shares
Farther Finance Advisors LLC lifted its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 12.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 499,196 shares of the company's stock after buying an additional 56,125
Farther Finance Advisors LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 57.4% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 177,141 shares of the company's stock after buying an additional 64,564 shares during the
Farther Finance Advisors LLC boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 8.8% during the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 1,053,185 shares of the company's stock after buying an additional 85,167 shares during the period. iShares
Guidance Capital Inc. cut its stake in shares of iShares Silver Trust (NYSEARCA:SLV) by 83.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,745 shares of the exchange traded fund's stock after selling 140,398 shares during the quarter. Guidance Capital Inc.'s
Freestone Capital Holdings LLC cut its stake in Equinix, Inc. (NASDAQ: EQIX) by 79.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 989 shares of the financial services provider's stock after selling 3,796 shares during the period. Freestone
Freestone Capital Holdings LLC acquired a new position in CarMax, Inc. (NYSE: KMX) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 25,040 shares of the company's stock, valued at approximately $968,000. A number of other hedge funds and other institutional investors also
Freestone Capital Holdings LLC acquired a new stake in BioNTech SE Sponsored ADR (NASDAQ: BNTX) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,914 shares of the company's stock, valued at approximately $753,000. A number of other hedge
G2 Capital Management LLC OH purchased a new position in shares of Putnam Managed (NYSE: PMM) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 107,416 shares of the company's stock, valued at approximately $673,000. G2 Capital Management
Gritstone Asset Management LLC lowered its stake in shares of Churchill Capital Corp IX (NASDAQ: CCIX) by 58.2% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 186,560 shares of the company's stock after selling 260,000 shares during the quarter. Churchill Capital Corp
Farther Finance Advisors LLC increased its holdings in shares of World Equity ETF (NYSEARCA:DFAW) by 26,611.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 348,314 shares of the company's stock after acquiring an additional 347,010 shares
Farther Finance Advisors LLC boosted its position in iShares S&P 100 ETF (NYSEARCA:OEF) by 40.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 79,213 shares of the company's stock after purchasing an additional 22,698 shares during the period. Farther Finance
Farther Finance Advisors LLC lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ: VCSH) by 18.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,063,335 shares of the company's stock after buying an additional 166,083
Farther Finance Advisors LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 52.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 438,263 shares of the company's stock after purchasing an additional 150,472 shares during