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Covenant Partners LLC Sells 182 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Covenant Partners LLC lessened its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 10.3% in the fourth quarter, HoldingsChannel reports. The firm owned 1,578 shares of the medical equipment provider’s stock after selling 182 shares during the period. Covenant Partners LLC’s holdings in Intuitive Surgical were worth $532,000 at the end of the […]

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Piper-sandler
Stifel-nicolaus
Baystate-wealth-management
Securities-exchange-commission
Intuitive-surgical-company-profile
Nasdaq
Stone-house-investment-management
Covenant-partners
Goldman-sachs-group
Truvestments-capital

Syverson Strege & Co Buys 521 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Syverson Strege & Co raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,007 shares of the company’s stock after acquiring an additional 521 shares during the period. Syverson Strege & Co’s holdings in Dimensional U.S. Targeted […]

Edgerock-capital
Signature-resources-capital-management
Jones-financial-companies-lllp
Trifecta-capital-advisors
Truvestments-capital
Company-profile
Holdings-channel
Syverson-strege-co
Syverson-strege
Free-report
Resources-capital-management

Empirical Capital Management LLC Purchases Shares of 153,000 Palantir Technologies Inc. (NYSE:PLTR)

Empirical Capital Management LLC acquired a new position in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 153,000 shares of the company’s stock, valued at approximately $2,627,000. Palantir Technologies accounts for about 2.4% of Empirical […]

United-states
United-kingdom
Canada
Heathera-planishek
William-blair
Peter-thiel
Palantir-gotham
Pacifica-partners-inc
Truvestments-capital
Investment-consulting-inc
Securities-exchange-commission
Royal-bank

Comerica Bank Has $65.23 Million Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Comerica Bank lowered its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,231,697 shares of the company’s stock after selling 124,773 shares during the period. Comerica Bank’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $65,233,000 as […]

Truvestments-capital
Gradient-investments
Financial-services-group-inc
Harbor-investment-advisory
Comerica-bank
Holdings-channel
Valley-wealth-managers-inc
Free-report
Wealth-managers
Services-group
Investment-advisory

Freedom Investment Management Inc. Takes $3.05 Million Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Freedom Investment Management Inc. purchased a new stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 51,193 shares of the company’s stock, valued at approximately $3,052,000. A number of other large investors also recently made changes to their positions in DFAS. […]

Salem-investment-counselors-inc
Truvestments-capital
Tandem-wealth-advisors
Holdings-channel
Wealth-partners-inc
Wealth-management-group
Freedom-investment-management-inc
Freedom-investment-management
Free-report
Investment-counselors
Wealth-advisors

The Goldman Sachs Group (NYSE:GS) Stock Price Down 1.5%

Shares of The Goldman Sachs Group, Inc. (NYSE:GS – Get Free Report) were down 1.5% during mid-day trading on Tuesday . The company traded as low as $444.07 and last traded at $446.83. Approximately 486,589 shares were traded during mid-day trading, a decline of 79% from the average daily volume of 2,295,143 shares. The stock […]

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Davida-viniar
First-united-bank
Royal-bank
Versant-capital-management-inc
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Goldman-sachs-group
Wells-fargo-company
Platform-solutions

Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is True Wealth Design LLC's 2nd Largest Position

True Wealth Design LLC increased its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 5.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,594,986 shares of the company’s stock after buying an additional 78,069 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately 13.1% […]

Truvestments-capital
Holdings-channel
Valley-wealth-managers-inc
Financial-services-group-inc
Harbor-investment-advisory
Gradient-investments
True-wealth-design
Free-report
Wealth-design
Wealth-managers
Investment-advisory

Creative Planning Has $89.75 Million Stock Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Creative Planning reduced its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,731,568 shares of the company’s stock after selling 15,456 shares during the quarter. Creative Planning owned […]

Arrow-financial-corp
Truvestments-capital
Edgerock-capital
Financial-gravity-asset-management-inc
Creative-planning
Free-report
Financial-corp
Rock-capital
Financial-gravity-asset-management
Gravity-asset-management
Visit-holdingschannel

30,139 Shares in Broadridge Financial Solutions, Inc. (NYSE:BR) Bought by Power Corp of Canada

Power Corp of Canada bought a new position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 30,139 shares of the business services provider’s stock, valued at approximately $6,201,000. A number of other institutional investors […]

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Thomasp-carey
Robertn-duelks
Broadridge-financial-solutions
Broadridge-financial-solutions-dividend-announcement
Quarter-for-broadridge-financial-solutions
Stuart-chaussee-associates-inc
Broadridge-financial-solutions-inc
Power-corp
Manchester-capital-management
Broadridge-financial-solutions-trading-down

Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Visionary Wealth Advisors

Visionary Wealth Advisors lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 236,434 shares of the company’s stock after selling 10,378 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 0.9% of Visionary Wealth Advisors’ holdings, making […]

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Wealth-advisor
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