| 1 |
Cantor Fitzgerald Takes New Position in Crescent Energy Company |
2026-10-16 |
| 2 |
Cantor Fitzgerald Sells Out of Procter & Gamble (PG) |
2026-10-16 |
| 3 |
Cantor Fitzgerald Sells Entire Stake in Corning Incorporated |
2026-10-16 |
| 4 |
Annex Advisory Services Takes Position in ExxonMobil Holdings (XOM) |
2026-10-16 |
| 5 |
Annex Advisory Services Takes New Position in Super Micro Computer |
2026-10-16 |
| 6 |
Annex Advisory Services Takes Position in Intuit Inc. |
2026-10-16 |
| 7 |
Annex Advisory Services Increases Stake in Toll Brothers, Inc. |
2026-10-16 |
| 8 |
Annex Advisory Services Reduces Stake in Costco Wholesale Corporation |
2026-10-16 |
| 9 |
Annex Advisory Services Boosts Stake in Apple Inc. |
2026-10-16 |
| 10 |
Annex Advisory Services Cuts O'Reilly Automotive Stake by Nearly 88% |
2026-10-16 |
| 11 |
Annex Advisory Services Boosts Stake in Eli Lilly |
2026-10-16 |
| 12 |
Annex Advisory Services Cuts Stake in Uber Technologies, Inc. |
2026-10-16 |
| 13 |
Annex Advisory Services Increases Stake in Lam Research Corporation |
2026-10-16 |
| 14 |
Annex Advisory Services Increases Stake in Amgen Inc. |
2026-10-16 |
| 15 |
Annex Advisory Services Increases Stake in Marvell Technology |
2026-10-16 |
| 16 |
Annex Advisory Services Boosts Micron Technology Position |
2026-10-16 |
| 17 |
Annex Advisory Services Cuts Position in NextEra Energy, NEE |
2026-10-16 |
| 18 |
Annex Advisory Services Cuts Position in TKO Group Holdings |
2026-10-16 |
| 19 |
Annex Advisory Services Cuts Its Position in VGLT |
2026-10-16 |
| 20 |
Annex Advisory Services Boosts Position in Agg (AGG) |
2026-10-16 |
| 21 |
Goelzer Investment Management Sells Out of ONEOK, Inc. (OKE) |
2026-10-16 |
| 22 |
Goelzer Investment Management Takes New Position in SPDR Gold Shares |
2026-10-16 |
| 23 |
Goelzer Investment Management Cuts Entire Stake in VEU |
2026-10-16 |
| 24 |
Goelzer Investment Management Sells Entire Stake in Intuit Inc. |
2026-10-16 |
| 25 |
Goelzer Investment Management Sells Entire Stake in SCHB |
2026-10-16 |
| 26 |
Goelzer Investment Management Takes New Position in FMDE |
2026-10-16 |
| 27 |
Goelzer Investment Management Sells Entire Stake in Autodesk, Inc. |
2026-10-16 |
| 28 |
Goelzer Investment Management Sells Out of BND |
2026-10-16 |
| 29 |
Goelzer Investment Management Takes New Position in General Motors Company |
2026-10-16 |
| 30 |
Goelzer Investment Management Fully Exits EMCOR Group Stake |
2026-10-16 |
| 31 |
Goelzer Investment Management Takes Position in SHY |
2026-10-16 |
| 32 |
Goelzer Investment Management Sells Out of Aptiv PLC |
2026-10-16 |
| 33 |
Howard Capital Management Reduces Stake in WisdomTree, Inc. |
2026-10-16 |
| 34 |
PFG Advisors Takes New Stake in Cintas Corporation |
2026-10-16 |
| 35 |
PFG Advisors Takes Position in Welltower Inc. (WELL) |
2026-10-16 |
| 36 |
PFG Advisors Takes New Position in DDFS |
2026-10-16 |
| 37 |
PFG Advisors Takes New Position in Semtech Corporation |
2026-10-16 |
| 38 |
PFG Advisors Takes New Position in State Street SPDR S&P Biotech ETF |
2026-10-16 |
| 39 |
PFG Advisors Takes New Position in VCSH |
2026-10-16 |
| 40 |
PFG Advisors Takes New Position in Duhp (DUHP) |
2026-10-16 |
| 41 |
PFG Advisors Takes New Position in RTX Corporation |
2026-10-16 |
| 42 |
PFG Advisors Takes New Position in Visa Inc. (V) |
2026-10-16 |
| 43 |
DiNuzzo Private Wealth Takes Position in Duhp (DUHP) |
2026-10-16 |
| 44 |
Halbert Hargrove Global Advisors Takes Position in Phillips Edison |
2026-10-16 |
| 45 |
Halbert Hargrove Global Advisors Sells All Shares in CGGR |
2026-10-16 |
| 46 |
Japan Science & Technology Agency Increases HYG Holdings |
2026-10-16 |
| 47 |
Japan Science & Technology Agency Cuts Stake in RSP |
2026-10-16 |
| 48 |
Japan Science & Technology Agency Takes New Position in Invesco NASDAQ 100 ETF |
2026-10-16 |
| 49 |
Japan Science & Technology Agency Increases Stake in iShares IVV |
2026-10-16 |
| 50 |
ASR Vermogensbeheer N.V. Takes Position in Carpenter Technology Corporation |
2026-10-16 |
| 51 |
ASR Vermogensbeheer N.V. Takes Position in ATI Inc. |
2026-10-16 |
| 52 |
ASR Vermogensbeheer N.V. Increases Stake in CBRE Group, Inc. |
2026-10-16 |
| 53 |
ASR Vermogensbeheer N.V. Cuts Position in Palantir Technologies Inc. |
2026-10-16 |
| 54 |
ASR Vermogensbeheer Reduces Stake in American Tower Corporation |
2026-10-16 |
| 55 |
ASR Vermogensbeheer N.V. Boosts Stake in Apple Inc. |
2026-10-16 |
| 56 |
ASR Vermogensbeheer N.V. Takes New Position in Sandisk Corporation |
2026-10-16 |
| 57 |
ASR Vermogensbeheer Reduces Position in Sunbelt Rentals Holdings |
2026-10-16 |
| 58 |
ASR Vermogensbeheer N.V. Raises Stake in Microsoft Corporation |
2026-10-16 |
| 59 |
ASR Vermogensbeheer N.V. Increases Position in Stryker Corporation |
2026-10-16 |
| 60 |
ASR Vermogensbeheer Reduces Stake in Thermo Fisher Scientific Inc. |
2026-10-16 |
| 61 |
ASR Vermogensbeheer Cuts Illumina Stake Significantly |
2026-10-16 |
| 62 |
ASR Vermogensbeheer N.V. Boosts Position in Amphenol Corporation |
2026-10-16 |
| 63 |
ASR Vermogensbeheer Sells Entire Stake in Caterpillar Inc. (CAT) |
2026-10-16 |
| 64 |
Y-Intercept Sells Out of Howmet Aerospace Inc. |
2026-10-16 |
| 65 |
Y-Intercept (Hong Kong) Sells Entire Stake in The Progressive Corporation |
2026-10-16 |
| 66 |
Y-Intercept Takes A New Position in PNC Financial Services |
2026-10-16 |
| 67 |
Y-Intercept (Hong Kong) Takes New Stake in Texas Roadhouse |
2026-10-16 |
| 68 |
Y-Intercept Acquires Stake in NRG Energy, Inc. |
2026-10-16 |
| 69 |
Y-Intercept (Hong Kong) Takes New Position in Expedia Group |
2026-10-16 |
| 70 |
Y-Intercept (Hong Kong) Acquires Stake in Verizon Communications |
2026-10-16 |
| 71 |
Y-Intercept (Hong Kong) Takes New Stake in MasTec, Inc. |
2026-10-16 |
| 72 |
Y-Intercept (Hong Kong) Sells Out of Sandisk Corporation (SNDK) |
2026-10-16 |
| 73 |
Y-Intercept Sells Out of AbbVie Inc. Position |
2026-10-16 |
| 74 |
Y-Intercept Sells Out of Suncor Energy Position |
2026-10-16 |
| 75 |
Y-Intercept Sells All Intel Corporation Shares |
2026-10-16 |
| 76 |
Y-Intercept (Hong Kong) Exits Stake in Bloom Energy Corporation |
2026-10-16 |
| 77 |
Y-Intercept (Hong Kong) Sells Out of Oracle Corporation (ORCL) |
2026-10-16 |
| 78 |
Y-Intercept (Hong Kong) Sells All Shares in Chevron Corporation |
2026-10-16 |
| 79 |
Y-Intercept (Hong Kong) Takes New Position in Abbott Laboratories |
2026-10-16 |
| 80 |
Y-Intercept Reduces Position in CME Group Inc. (CME) |
2026-10-16 |
| 81 |
Y-Intercept Sells Out of QUALCOMM Incorporated |
2026-10-16 |
| 82 |
Y-Intercept (Hong Kong) Takes New Position in Shopify Inc. |
2026-10-16 |
| 83 |
Y-Intercept Increases Stake in Taiwan Semiconductor Manufacturing Company |
2026-10-16 |
| 84 |
Y-Intercept Reduces Its Stake in Salesforce, Inc. (CRM) |
2026-10-16 |
| 85 |
Y-Intercept (Hong Kong) Cuts Boston Scientific Corporation Position |
2026-10-16 |
| 86 |
Y-Intercept Closes Position in Microsoft Corporation |
2026-10-16 |
| 87 |
Y-Intercept Reduces Stake in Amazon.com, Inc. (AMZN) |
2026-10-16 |
| 88 |
Y-Intercept (Hong Kong) Takes New Position in Allstate Corporation |
2026-10-16 |
| 89 |
Trust Co of Toledo Na Sells Out of Vanguard Total Bond Market ETF BND |
2026-10-16 |
| 90 |
Trust Co of Toledo Na Sells Out of Vanguard High Dividend Yield ETF |
2026-10-16 |
| 91 |
Trust Co of Toledo Na Sells Out of Schwab U.S. Dividend Equity ETF |
2026-10-16 |
| 92 |
Trust Co of Toledo Na Sells Out of Invesco NASDAQ 100 ETF Stake |
2026-10-16 |
| 93 |
Trust Co of Toledo Na Sells Out of State Street SPDR Portfolio S&P 500 Value ETF |
2026-10-16 |
| 94 |
Trust Co of Toledo Na Sells Out of iShares MSCI USA Quality Factor ETF |
2026-10-16 |
| 95 |
Trust Co of Toledo Na Sells Out of Vanguard Morningstar Small-Cap ETF |
2026-10-16 |
| 96 |
Trust Co of Toledo Na Sells Out of Vanguard Morningstar Mid-Cap ETF |
2026-10-16 |
| 97 |
Trust Co of Toledo Na Takes New Position in Honeywell (HONA) |
2026-10-16 |
| 98 |
Trust Co of Toledo Na Sells Out of iShares S&P 500 Value ETF |
2026-10-16 |
| 99 |
Trust Co of Toledo Na Sells Out of Vanguard FTSE Emerging Markets Index Fund ETF Shares |
2026-10-16 |
| 100 |
Trust Co of Toledo Na Sells Out of Energy Transfer LP |
2026-10-16 |
| 101 |
Trust Co of Toledo Na Exits Vanguard Information Technology ETF |
2026-10-16 |
| 102 |
Trust Co of Toledo Na Takes New Position in Honeywell International |
2026-10-16 |
| 103 |
Trust Co of Toledo Na Sells Out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) |
2026-10-16 |
| 104 |
Trust Co of Toledo Na Sells Out of Vanguard Morningstar Total Stock Market ETF |
2026-10-16 |
| 105 |
Trust Co of Toledo Na Exits Vanguard Morningstar Small-Cap Value ETF |
2026-10-16 |
| 106 |
Trust Co of Toledo Na Sells Out of iShares MSCI EAFE ETF |
2026-10-16 |
| 107 |
Trust Co of Toledo Na Sells Out of State Street SPDR S&P 500 ETF Trust (SPY) |
2026-10-16 |
| 108 |
Trust Co of Toledo Na Exits Vanguard FTSE Developed Markets ETF |
2026-10-16 |
| 109 |
Trust Co of Toledo Na Sells Out of EPD Position |
2026-10-16 |
| 110 |
Trust Co of Toledo Na Cuts Its Position in iShares Russell 2000 ETF |
2026-10-16 |
| 111 |
Trust Co of Toledo Na Exits Vanguard Morningstar Growth ETF Position |
2026-10-16 |
| 112 |
Trust Co of Toledo Na Sells Entire Position in Vanguard Morningstar Value ETF |
2026-10-16 |
| 113 |
Trust Co of Toledo Na Takes New Position in ExxonMobil |
2026-10-16 |
| 114 |
Trust Co of Toledo Na Sells Entire Position in iShares MSCI EAFE Growth ETF |
2026-10-16 |
| 115 |
Trust Co of Toledo Na Sells Out of WisdomTree, Inc. |
2026-10-16 |
| 116 |
Trust Co of Toledo Na Sells Out of Invesco S&P MidCap Quality ETF |
2026-10-16 |
| 117 |
Trinity Street Asset Management Sells Out of Intuit Inc. (INTU) |
2026-10-16 |
| 118 |
Trinity Street Asset Management Takes New Position in QUALCOMM |
2026-10-16 |
| 119 |
Trinity Street Asset Management Increases Stake in Smurfit Westrock |
2026-10-16 |
| 120 |
Trinity Street Asset Management Reduces Taiwan Semiconductor Stake |
2026-10-16 |
| 121 |
Global Strategic Investment Solutions Takes New Position in BlackRock |
2026-10-16 |
| 122 |
Global Strategic Investment Solutions Cuts Position in UnitedHealth Group |
2026-10-16 |
| 123 |
Global Strategic Investment Solutions Takes New Position in Abbott Laboratories |
2026-10-16 |
| 124 |
Tema Etfs Sells Entire Stake in Mirion Technologies |
2026-10-16 |
| 125 |
Tema Etfs Takes New Position in Marvell Technology |
2026-10-16 |
| 126 |
Tema Etfs Sells Out of Solstice Advanced Materials (SOLS) |
2026-10-16 |
| 127 |
Tema Etfs Sells Out of Itron, Inc. Position |
2026-10-16 |
| 128 |
Tema Etfs Sells Out of BWX Technologies, Inc. Position |
2026-10-16 |
| 129 |
Tema Etfs Sells Out of Iridium Communications Inc. |
2026-10-16 |
| 130 |
Tema Etfs Sells Entire Stake in nLIGHT, Inc. |
2026-10-16 |
| 131 |
Tema Etfs Increases Position in Amphenol Corporation |
2026-10-16 |
| 132 |
Tema Etfs Boosts Position in SpaceX (SPCX) |
2026-10-16 |
| 133 |
TCV Trust & Wealth Management Sells Out of Morgan Stanley Stake |
2026-10-16 |
| 134 |
TCV Trust & Wealth Management Takes New Position in MetLife, Inc. |
2026-10-16 |
| 135 |
TCV Trust & Wealth Management Sells Out of Cummins Inc. Position |
2026-10-16 |
| 136 |
TCV Trust & Wealth Management Sells Out of Quanta Services (PWR) |
2026-10-16 |
| 137 |
TCV Trust & Wealth Management Sells Out of McCormick (MKC) |
2026-10-16 |
| 138 |
TCV Trust & Wealth Management Takes New Stake in CME Group Inc. (CME) |
2026-10-16 |
| 139 |
TCV Trust & Wealth Management Acquires Shares of Honeywell Aerospace |
2026-10-16 |
| 140 |
TCV Trust & Wealth Management Takes New Position in Corteva, Inc. |
2026-10-16 |
| 141 |
TCV Trust & Wealth Management Sells Its Entire Stake in CVS Health |
2026-10-16 |
| 142 |
TCV Trust & Wealth Management Takes New Stake in ExxonMobil |
2026-10-16 |
| 143 |
Elser Financial Planning Takes New Position in Abercrombie & Fitch Co. |
2026-10-16 |
| 144 |
Elser Financial Planning Takes New Position in GoDaddy Inc. |
2026-10-16 |
| 145 |
Elser Financial Planning Sells Out of Quanta Services, Inc. |
2026-10-16 |
| 146 |
Elser Financial Planning Takes New Position in Abbott Laboratories |
2026-10-16 |
| 147 |
Elser Financial Planning Sells Entire Stake in Home Depot (HD) |
2026-10-16 |
| 148 |
Elser Financial Planning Takes New Position in Moderna, Inc. |
2026-10-16 |
| 149 |
Elser Financial Planning Takes Stake in DFA U.S. Core Equity 1 Portfolio |
2026-10-16 |
| 150 |
Elser Financial Planning Takes New Position in DUHP ETF |
2026-10-16 |
| 151 |
Elser Financial Planning Takes New Position in Avantis US Small Cap Value ETF |
2026-10-16 |
| 152 |
Concurrent Investment Advisors Takes Position in ONEOK, Inc. (OKE) |
2026-10-16 |
| 153 |
Concurrent Investment Advisors Takes Position in Thornburg Multi Sector Bond ETF |
2026-10-16 |
| 154 |
Concurrent Investment Advisors Cuts Stake in iShares 20+ Year Treasury Bond ETF |
2026-10-16 |
| 155 |
Concurrent Investment Advisors Boosts Stake in Fidelity Total Bond ETF |
2026-10-16 |
| 156 |
Concurrent Investment Advisors Boosts Stake in State Street SPDR Bloomberg 1-3 Month T-Bill ETF |
2026-10-16 |
| 157 |
Concurrent Investment Advisors Boosts Position in Jpmorgan Active Bond ETF |
2026-10-16 |
| 158 |
Concurrent Investment Advisors Increases Stake in Alphabet Inc. |
2026-10-16 |
| 159 |
Concurrent Investment Advisors Boosts Its Stake in SPDR S&P 500 ETF Trust |
2026-10-16 |
| 160 |
Concurrent Investment Advisors Boosts Stake in PGIM Ultra Short Bond ETF |
2026-10-16 |
| 161 |
Concurrent Investment Advisors Boosts Stake in CrowdStrike Holdings, Inc. |
2026-10-16 |
| 162 |
Concurrent Investment Advisors Boosts Position in Vanguard S&P 500 ETF |
2026-10-16 |
| 163 |
Concurrent Investment Advisors Increases Stake in iShares Core MSCI EAFE ETF |
2026-10-16 |
| 164 |
Concurrent Investment Advisors Boosts Microsoft Corporation Position |
2026-10-16 |
| 165 |
Concurrent Investment Advisors Increases Stake in Amazon.com, Inc. |
2026-10-16 |
| 166 |
Concurrent Investment Advisors Increases Stake in iShares Core Universal USD Bond ETF |
2026-10-16 |
| 167 |
Concurrent Investment Advisors Increases Stake in Vanguard Information Technology ETF |
2026-10-16 |
| 168 |
Concurrent Investment Advisors Takes New Position in ExxonMobil (XOM) |
2026-10-16 |
| 169 |
Concurrent Investment Advisors Grows Apple Inc. Stake |
2026-10-16 |
| 170 |
Concurrent Investment Advisors Increases NVIDIA Holdings |
2026-10-16 |
| 171 |
Concurrent Investment Advisors Increases iShares Core S&P 500 ETF Stake |
2026-10-16 |
| 172 |
Cache Advisors Boosts Position in Alphabet Inc. (GOOG) |
2026-10-16 |
| 173 |
Smead Capital Management Boosts Stake in Zoetis Inc. (ZTS) |
2026-10-16 |
| 174 |
Smead Capital Management Increases Stake in Crocs, Inc. |
2026-10-16 |
| 175 |
Smead Capital Management Cuts Target Corporation Position |
2026-10-16 |
| 176 |
Smead Capital Management Reduces Stake in Amgen Inc. |
2026-10-16 |
| 177 |
Financial Synergies Wealth Advisors Sells Entire Stake in Home Depot |
2026-10-16 |
| 178 |
Financial Synergies Wealth Advisors Sells Out of Philip Morris International Inc. |
2026-10-16 |
| 179 |
Financial Synergies Wealth Advisors Sells Out of Vanguard ETF (VIG) |
2026-10-16 |
| 180 |
Financial Synergies Wealth Advisors Takes New Position in AMD |
2026-10-16 |
| 181 |
Financial Synergies Wealth Advisors Takes Position in Palo Alto Networks |
2026-10-16 |
| 182 |
Financial Synergies Wealth Advisors Takes Position in Coca-Cola Company |
2026-10-16 |
| 183 |
Financial Synergies Wealth Advisors Takes Position in iShares Core S&P Small-Cap ETF |
2026-10-16 |
| 184 |
Financial Synergies Wealth Advisors Takes New Position in DFIC |
2026-10-16 |
| 185 |
Financial Synergies Wealth Advisors Opens New Position in Meta Platforms, Inc. |
2026-10-16 |
| 186 |
Financial Synergies Wealth Advisors Takes New Stake in SpaceX |
2026-10-16 |
| 187 |
Financial Synergies Wealth Advisors Takes New Position in VCIT |
2026-10-16 |
| 188 |
Saratoga Research Cuts Entire Stake in Altria Group, Inc. (MO) |
2026-10-16 |
| 189 |
Cardinal Capital Sells Out of T-Mobile US, Inc. (TMUS) |
2026-10-16 |
| 190 |
Cardinal Capital Management Takes New Position in Granite REIT |
2026-10-16 |
| 191 |
Cardinal Capital Management Sells Out of LVMH Moët Hennessy |
2026-10-16 |
| 192 |
Cardinal Capital Reduces Stake in Manulife Financial Corporation |
2026-10-16 |
| 193 |
Cardinal Capital Management Cuts Position in Canadian Tire Corporation |
2026-10-16 |
| 194 |
Cardinal Capital Management Takes New Position in Stantec Inc. |
2026-10-16 |
| 195 |
Cardinal Capital Increases Pembina Pipeline Stake Significantly |
2026-10-16 |
| 196 |
Cardinal Capital Boosts Stake in Suncor Energy Inc. |
2026-10-16 |
| 197 |
Banque Pictet Takes New Position in U.S. Bancorp |
2026-10-16 |
| 198 |
Banque Pictet & Cie Takes New Position in ExxonMobil (XOM) |
2026-10-16 |
| 199 |
Banque Pictet & Cie Increases Stake in Meta Platforms, Inc. (META) |
2026-10-16 |
| 200 |
Banque Pictet Takes New Position in Generate Biomedicines |
2026-10-16 |
