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April 7, 2024
Cubic Asset Management LLC decreased its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 44,195 shares of the bank’s stock after selling 3,505 shares during […]
April 6, 2024
Arkadios Wealth Advisors increased its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 129.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,846 shares of the company’s stock after purchasing an additional 8,953 shares during […]
April 6, 2024
Arista Networks, Inc. (NYSE:ANET – Get Free Report) SVP Marc Taxay sold 1,040 shares of the stock in a transaction that occurred on Monday, April 1st. The stock was sold at an average price of $292.28, for a total transaction of $303,971.20. The sale was disclosed in a document filed with the SEC, which is […]
April 6, 2024
Tritonpoint Wealth LLC acquired a new stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 8,629 shares of the company’s stock, valued at approximately $2,086,000. Several other institutional […]
April 6, 2024
Mader & Shannon Wealth Management Inc. lifted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 119,170 shares of the exchange traded fund’s stock after purchasing an additional 500 shares during the period. […]
April 5, 2024
Private Trust Co. NA cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 17,305 shares of the company’s stock after selling 641 shares during the period. […]
April 5, 2024
Asset Management One Co. Ltd. lessened its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 178,076 shares of the insurance provider’s stock after selling 1,661 shares during the period. Asset Management One […]
April 5, 2024
Arkadios Wealth Advisors trimmed its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 16.2% in the 4th quarter, HoldingsChannel reports. The firm owned 17,538 shares of the company’s stock after selling 3,382 shares during the period. Arkadios Wealth Advisors’ holdings in iShares S&P Small-Cap 600 Growth ETF were worth $2,195,000 […]
April 5, 2024
Breakwater Capital Group lifted its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 13.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,321 shares of the company’s stock after purchasing an additional 751 shares during the quarter. Breakwater Capital […]
April 5, 2024
Arcus Capital Partners LLC cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 74.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,000 shares of the exchange traded fund’s stock after selling 14,820 shares during […]