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December 22, 2023
Columbus Macro LLC cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,200 shares of the company’s stock after selling 709 shares during the period. Vanguard Total Stock […]
December 22, 2023
Eastover Investment Advisors LLC increased its holdings in Shell plc (NYSE:SHEL – Free Report) by 4.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,783 shares of the energy company’s stock after buying an additional 4,892 shares during the period. Shell comprises […]
December 22, 2023
Eastover Investment Advisors LLC raised its holdings in shares of Shell plc (NYSE:SHEL – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 106,783 shares of the energy company’s stock after acquiring an additional 4,892 shares during […]
December 22, 2023
Martin Capital Advisors LLP trimmed its holdings in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 10.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 5,325 shares of the bank’s stock after selling 610 shares during the quarter. Martin Capital Advisors LLP’s holdings in Bank of New York Mellon were […]
December 22, 2023
Beacon Financial Group lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.0% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 15,144 shares of the company’s stock after acquiring an additional 440 shares during the period. Beacon Financial Group’s holdings in Vanguard […]
December 22, 2023
Legacy Capital Wealth Partners LLC acquired a new stake in shares of U.S. Bancorp (NYSE:USB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 27,846 shares of the financial services provider’s stock, valued at approximately $921,000. […]
December 22, 2023
Gilman Hill Asset Management LLC grew its holdings in shares of American Homes 4 Rent (NYSE:AMH – Free Report) by 4.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,525 shares of the real estate investment trust’s stock after purchasing an additional 880 […]
December 22, 2023
Crane Advisory LLC grew its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 15.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 150,123 shares of the company’s stock after purchasing an additional 20,265 shares during the quarter. Vanguard Growth ETF comprises approximately 10.5% of Crane Advisory LLC’s portfolio, making the […]
December 21, 2023
Ritholtz Wealth Management increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 804,676 shares of the company’s stock after buying an additional 30,013 shares during […]
December 21, 2023
Geometric Wealth Advisors increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% during the third quarter, Holdings Channel.com reports. The fund owned 4,477 shares of the company’s stock after buying an additional 113 shares during the period. Vanguard Total Stock Market ETF makes up about 0.3% of Geometric Wealth […]