C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of ING Groep (NYSE:ING – Free Report) by 80.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,113 shares of the financial services provider’s stock after […]

Argent Capital Management LLC lowered its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 145,130 shares of the company’s stock after selling 1,676 shares during the quarter. Argent Capital Management LLC’s […]

Watershed Private Wealth LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 47.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,356 shares of the company’s stock after buying an additional 8,118 […]

Raymond James Trust N.A. lowered its position in shares of Global Payments Inc. (NYSE:GPN – Free Report) by 4.1% in the second quarter, HoldingsChannel reports. The firm owned 15,616 shares of the business services provider’s stock after selling 673 shares during the period. Raymond James Trust N.A.’s holdings in Global Payments were worth $1,510,000 at […]

Whittier Trust Co. grew its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 46.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,517 shares of the company’s stock after purchasing an additional 7,127 shares during the period. Whittier Trust […]

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1832 Asset Management L.P. lowered its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 25.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 371,390 shares of the company’s stock after selling 127,549 shares during the period. 1832 Asset […]

Verity Asset Management Inc. bought a new position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,533 shares of the company’s stock, valued at approximately $204,000. Several other large investors […]

Measured Wealth Private Client Group LLC trimmed its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 21.8% during the third quarter, HoldingsChannel reports. The fund owned 3,769 shares of the exchange traded fund’s stock after selling 1,050 shares during the period. Measured Wealth Private Client Group LLC’s holdings in iShares […]

YHB Investment Advisors Inc. cut its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 98,624 shares of the company’s stock after selling 2,252 shares during the period. YHB […]

Howland Capital Management LLC decreased its position in Shell plc (NYSE:SHEL – Free Report) by 0.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,400 shares of the energy company’s stock after selling 175 shares during the quarter. Howland Capital Management LLC’s holdings […]

Sterling Manor Financial LLC grew its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 356,187 shares of the company’s stock after acquiring an additional 6,767 […]

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Cwm LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.8% during the 3rd quarter, Holdings Channel reports. The fund owned 3,192,270 shares of the company’s stock after buying an additional 459,832 shares during the quarter. iShares Core S&P 500 ETF comprises about 8.4% of Cwm LLC’s holdings, making […]

GenTrust LLC decreased its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 17.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,311 shares of the company’s stock after selling 3,487 shares during the period. […]

Monument Capital Management raised its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,346 shares of the information services provider’s stock after purchasing an additional 99 shares during the quarter. Monument Capital Management’s holdings […]

Presidio Capital Management LLC purchased a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 9,336 shares of the company’s stock, valued at approximately $864,000. iShares S&P 500 Growth ETF comprises […]

SkyOak Wealth LLC trimmed its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,515 shares of the company’s stock after selling 77 shares during the quarter. SkyOak Wealth LLC’s holdings […]

Strategic Blueprint LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 23.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 255,476 shares of the company’s stock after purchasing an additional 48,112 shares during the period. […]

JB Capital LLC lowered its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 10.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,098 shares of the company’s stock after selling 128 shares during the period. JB Capital LLC’s holdings in […]

Austin Asset Management Co Inc reduced its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.5% during the fourth quarter, HoldingsChannel reports. The fund owned 214,548 shares of the company’s stock after selling 10,130 shares during the period. Vanguard Short-Term Bond ETF comprises approximately 4.6% of Austin Asset Management Co Inc’s holdings, […]

Mayfair Advisory Group LLC boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,971 shares of the company’s stock after buying an additional 406 shares during the quarter. […]

Cynosure Management LLC purchased a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 41,414 shares of the exchange traded fund’s stock, valued at approximately $11,396,000. iShares Russell 1000 Growth ETF comprises […]

MKT Advisors LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,976 shares of the company’s stock after buying an additional 411 shares during the quarter. […]

Northstar Asset Management LLC grew its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,660 shares of the company’s stock after purchasing an additional 455 shares during the period. Vanguard Growth ETF comprises […]

Eqis Capital Management Inc. acquired a new position in shares of Shell plc (NYSE:SHEL – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 17,745 shares of the energy company’s stock, valued at approximately $1,071,000. Several other large […]

Mercer Global Advisors Inc. ADV increased its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 41.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,419,582 shares of the company’s stock after acquiring an additional […]

Gratus Capital LLC lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 271.3% during the third quarter, Holdings Channel reports. The fund owned 86,959 shares of the electric vehicle producer’s stock after buying an additional 63,536 shares during the quarter. Tesla comprises 1.5% of Gratus Capital LLC’s investment portfolio, making the […]

Polianta Ltd cut its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 6.2% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 39,200 shares of the company’s stock after selling 2,600 shares during the period. iShares S&P 100 ETF makes up about 3.9% of Polianta Ltd’s holdings, making the stock its […]

Collective Family Office LLC raised its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 18.5% in the third quarter, Holdings Channel reports. The firm owned 3,688 shares of the company’s stock after acquiring an additional 575 shares during the quarter. Collective Family Office LLC’s holdings in Vanguard Growth ETF were worth […]

Bluesphere Advisors LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,789 shares of the company’s stock after buying an additional 1,021 shares during the period. […]

Fullerton Fund Management Co Ltd. bought a new position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 31,738 shares of the company’s stock, valued at approximately $8,981,000. A number of other hedge […]

Rehmann Capital Advisory Group increased its stake in shares of VanEck High Yield Muni ETF (BATS:HYD – Free Report) by 21.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 25,525 shares of the company’s stock after acquiring an additional 4,551 shares during the period. […]

Fulcrum Capital LLC bought a new position in Lamb Weston Holdings, Inc. (NYSE:LW – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 2,000 shares of the specialty retailer’s stock, valued at approximately $216,000. Several other institutional investors and hedge funds have also recently modified their […]

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Wedmont Private Capital boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 16.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 177,973 shares of the exchange traded fund’s stock after purchasing an additional 25,232 shares during the quarter. […]

Arkadios Wealth Advisors increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,136 shares of the company’s stock after buying an additional 133 shares during the quarter. Arkadios Wealth Advisors’ holdings […]

Dunhill Financial LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,384 shares of the company’s stock, valued at approximately $255,000. A number of other […]

Csenge Advisory Group increased its stake in shares of iShares Europe ETF (NYSEARCA:IEV – Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,957 shares of the company’s stock after purchasing an additional 1,064 shares during the quarter. Csenge […]

Dunhill Financial LLC purchased a new position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 720 shares of the company’s stock, valued at approximately $182,000. A number of other […]

White Lighthouse Investment Management Inc. raised its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,791 shares of the company’s stock after acquiring an additional 1,398 […]

Clearwater Capital Advisors LLC cut its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,312 shares of the company’s stock after selling 355 shares during the quarter. Vanguard Growth ETF makes up […]

Jeppson Wealth Management LLC cut its stake in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 3.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,760 shares of the basic materials company’s stock after selling 146 shares during the quarter. […]

Kohmann Bosshard Financial Services LLC boosted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 5.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,430 shares of the company’s stock after acquiring an additional 4,159 shares during the period. […]

Eastern Bank grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2,764.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,185 shares of the company’s stock after purchasing an additional 25,271 shares during the period. Eastern Bank’s holdings […]

Bryn Mawr Capital Management LLC raised its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.3% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 14,920 shares of the company’s stock after purchasing an additional 50 shares during the period. Bryn Mawr Capital […]

Brookstone Capital Management decreased its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 24.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,544 shares of the exchange traded fund’s stock after selling 15,021 shares during […]

Collective Family Office LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,207 shares of the company’s stock after acquiring an additional 51 shares during the period. […]

Nigeria recorded improved foreign exchange inflow in two months, leading to the naira appreciating in the official and parallel markets, CBN data says.

Center For Asset Management LLC trimmed its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,215 shares of the company’s stock after selling 83 shares during the period. Center For […]