Companies

Shell plc Shares Bought by Capital Investment Advisors LLC

3 days ago   |   By ETF Daily News

Capital Investment Advisors LLC increased its stake in Shell plc by 11.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,007 shares of the energy company's stock after purchasing an additional 1,198 shares during the quarter. Capital Investment...
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Capital Investment Advisors LLC Purchases 332 Shares of The Hershey Company

3 days ago   |   By ETF Daily News

Capital Investment Advisors LLC increased its position in The Hershey Company by 15.2% during the fourth quarter, Holdings Channel reports. The firm owned 2,521 shares of the company's stock after buying an additional 332 shares during the quarter. Capital Investment Advisors LLC's holdings in Hershey were worth $584,000 as of its...
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Capital Investment Advisors LLC Has $1 Million Holdings in CSX Co

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC increased its holdings in shares of CSX Co. by 119.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 32,302 shares of the transportation company's stock after acquiring an additional 17,561 shares during the period. Capital Investment Advisors LLC's holdings in CSX were worth $1,001,000 as of...
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Applied Materials, Inc. Position Boosted by Capital Investment Advisors LLC

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC raised its holdings in shares of Applied Materials, Inc. by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,474 shares of the manufacturing equipment provider's stock after acquiring an...
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Capital Investment Advisors LLC Sells 259 Shares of Accenture plc

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC decreased its stake in shares of Accenture plc by 8.9% in the 4th quarter, Holdings Channel reports. The fund owned 2,659 shares of the information technology services provider's stock after selling 259 shares during the quarter. Capital Investment Advisors LLC's holdings in Accenture were worth $710,000 as...
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Capital Investment Advisors LLC Acquires 462 Shares of Vanguard Small-Cap ETF

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC raised its holdings in shares of Vanguard Small-Cap ETF by 14.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,641 shares of the company's stock after buying an additional 462 shares during the period. Capital Investment Advisors LLC's holdings in Vanguard Small-Cap ETF were worth...
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Capital Investment Advisors LLC Purchases 739 Shares of Ventas, Inc

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC raised its position in shares of Ventas, Inc. by 4.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 17,002 shares of the real estate investment trust's stock after acquiring an additional 739 shares during the quarter. Capital Investment Advisors LLC's holdings in Ventas were worth...
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Massmutual Trust Co. FSB ADV Cuts Stock Position in VanEck Short Muni ETF

4 days ago   |   By ETF Daily News

Massmutual Trust Co. FSB ADV cut its holdings in VanEck Short Muni ETF by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 42,077 shares of the company's stock after selling 1,127 shares during the quarter. Massmutual Trust Co....
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Invesco Financial Preferred ETF Shares Sold by Capital Investment Advisors LLC

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC trimmed its holdings in shares of Invesco Financial Preferred ETF by 8.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 39,302 shares of the exchange traded fund's stock after selling 3,518 shares during the quarter. Capital Investment Advisors LLC's holdings in Invesco Financial Preferred ETF...
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Massmutual Trust Co. FSB ADV Has $728,000 Position in International Business Machines Co

4 days ago   |   By ETF Daily News

Massmutual Trust Co. FSB ADV grew its stake in shares of International Business Machines Co. by 110.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 5,169 shares of the technology company's stock after purchasing an additional 2,712 shares during the period. Massmutual Trust Co. FSB ADV's holdings in...
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IShares Short-Term National Muni Bond ETF Shares Acquired by Massmutual Trust Co. FSB ADV

4 days ago   |   By ETF Daily News

Massmutual Trust Co. FSB ADV grew its holdings in iShares Short-Term National Muni Bond ETF by 157.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 6,728 shares of the company's stock after buying an additional 4,110 shares during the period. Massmutual Trust Co. FSB ADV's holdings in iShares Short-Term National...
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Massmutual Trust Co. FSB ADV Cuts Stake in Invesco BulletShares 2029 Municipal Bond ETF

4 days ago   |   By ETF Daily News

Massmutual Trust Co. FSB ADV reduced its stake in shares of Invesco BulletShares 2029 Municipal Bond ETF by 2.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 21,053 shares of the company's stock after selling 544 shares during the period. Massmutual Trust Co. FSB ADV's holdings in Invesco BulletShares...
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Capital Investment Advisors LLC Has $617,000 Stock Position in Invesco BulletShares 2026 Corporate Bond ETF

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC lowered its stake in Invesco BulletShares 2026 Corporate Bond ETF by 12.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 32,582 shares of the company's stock after selling 4,678 shares during the period. Capital Investment Advisors LLC's holdings in Invesco BulletShares 2026 Corporate Bond...
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Capital Investment Advisors LLC Has $813,000 Stock Position in Vanguard Growth ETF

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC raised its position in Vanguard Growth ETF by 15.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,817 shares of the company's stock after acquiring an additional 519 shares during the period....
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Capital Investment Advisors LLC Sells 1,615 Shares of ARK Innovation ETF

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC decreased its holdings in ARK Innovation ETF by 5.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 25,891 shares of the company's stock after selling 1,615 shares during the period. Capital Investment Advisors LLC's holdings in ARK Innovation ETF were worth $809,000 at the end of...
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IShares iBonds Dec 2023 Term Muni Bond ETF Shares Bought by Capital Investment Advisors LLC

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC raised its holdings in iShares iBonds Dec 2023 Term Muni Bond ETF by 46.7% in the fourth quarter, Holdings Channel reports. The fund owned 28,165 shares of the company's stock after buying an additional 8,962 shares during the period. Capital Investment Advisors LLC's holdings in iShares iBonds...
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Capital Investment Advisors LLC Has $690,000 Holdings in Invesco BulletShares 2028 Corporate Bond ETF

4 days ago   |   By ETF Daily News

Capital Investment Advisors LLC trimmed its holdings in Invesco BulletShares 2028 Corporate Bond ETF by 9.2% in the fourth quarter, Holdings Channel reports. The fund owned 35,192 shares of the company's stock after selling 3,566 shares during the period. Capital Investment Advisors LLC's holdings in Invesco BulletShares 2028 Corporate Bond ETF...
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