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Exencial Wealth Advisors LLC Has $15. 84 Million Stock Holdings in Honeywell International Inc. $HON
17+ hour, 43+ min ago (877+ words) Exencial Wealth Advisors LLC raised its holdings in Honeywell International Inc. (NASDAQ: HON " Free Report) by 36. 6% during the fourth quarter, according to the company in its most recent 13 F filing with the SEC. The institutional investor owned 81, 211 shares of the…...
Dimensional US Small Cap Value ETF $DFSV is Exencial Wealth Advisors LLC's 5th Largest Position
20+ hour, 56+ min ago (371+ words) Exencial Wealth Advisors LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA: DFSV " Free Report) by 27. 7% in the fourth quarter, according to the company in its most recent Form 13 F filing with the SEC. The…...
D. A. Davidson & CO. Acquires 44, 614 Shares of i Shares Silver Trust $SLV
21+ hour ago (411+ words) D. A. Davidson & CO. grew its holdings in i Shares Silver Trust (NYSEARCA: SLV " Free Report) by 37. 9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 162, 316 shares of the exchange traded fund's stock…...
Courier Capital LLC Has $12. 62 Million Stock Holdings in Visa Inc. $V
20+ hour, 54+ min ago (740+ words) Courier Capital LLC cut its position in shares of Visa Inc. (NYSE: V " Free Report) by 6. 6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35, 969 shares of…...
Concurrent Investment Advisors LLC Raises Stock Holdings in Invesco S&P 500 Revenue ETF $RWL
20+ hour, 53+ min ago (312+ words) Concurrent Investment Advisors LLC grew its stake in Invesco S&P 500 Revenue ETF (NYSEARCA: RWL " Free Report) by 63. 7% in the fourth quarter, according to the company in its most recent Form 13 F filing with the Securities & Exchange Commission. The institutional…...
Comerica Bank Raises Stock Position in Bright Horizons Family Solutions Inc. $BFAM
20+ hour, 57+ min ago (516+ words) Comerica Bank grew its holdings in Bright Horizons Family Solutions Inc. (NYSE: BFAM " Free Report) by 92. 9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 173, 701 shares of…...
Concurrent Investment Advisors LLC Raises Position in Genuine Parts Company $GPC
20+ hour, 53+ min ago (728+ words) Concurrent Investment Advisors LLC raised its holdings in shares of Genuine Parts Company (NYSE: GPC " Free Report) by 75. 5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24, 753 shares of the…...
120, 905 Shares in Visa Inc. $V Purchased by Coronation Fund Managers Ltd.
20+ hour, 53+ min ago (673+ words) Coronation Fund Managers Ltd. purchased a new position in shares of Visa Inc. (NYSE: V " Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 120, 905 shares of the credit-card…...
Comerica Bank Trims Holdings in Moody's Corporation $MCO
21+ hour ago (713+ words) Comerica Bank lessened its holdings in shares of Moody's Corporation (NYSE: MCO " Free Report) by 3. 7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 46, 656 shares of…...
Exencial Wealth Advisors LLC Sells 2, 469 Shares of SPDR Gold Shares $GLD
20+ hour, 56+ min ago (665+ words) Exencial Wealth Advisors LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA: GLD " Free Report) by 4. 0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 59, 409 shares of the exchange…...