Compagnie Lombard Odier SCmA raised its position in iShares MSCI United Kingdom ETF (NYSEARCA:EWU – Free Report) by 25.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,929 shares of the company’s stock after purchasing an additional 9,426 shares during the quarter. Compagnie […]

Compagnie Lombard Odier SCmA lowered its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 1.4% in the third quarter, HoldingsChannel.com reports. The fund owned 260,726 shares of the business services provider’s stock after selling 3,756 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Waste Management were worth $54,127,000 at […]

Compagnie Lombard Odier SCmA increased its stake in Valmont Industries, Inc. (NYSE:VMI – Free Report) by 84.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 6,277 shares of the industrial products company’s stock after purchasing an additional 2,872 shares during the quarter. Compagnie Lombard […]

Compagnie Lombard Odier SCmA cut its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 16.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,214 shares of the company’s stock after selling 9,308 shares during the quarter. Compagnie Lombard Odier […]

Compagnie Lombard Odier SCmA grew its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 1.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,545 shares of the company’s stock after purchasing an additional 800 shares during the period. Compagnie […]

Compagnie Lombard Odier SCmA decreased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 9.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 734,914 shares of the cell phone carrier’s stock after selling 75,282 shares during the quarter. Compagnie Lombard […]

Crestmont Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,576 shares of the company’s stock after purchasing an additional 3,026 shares during the period. iShares Core S&P 500 ETF […]

Compagnie Lombard Odier SCmA increased its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 41.7% in the third quarter, HoldingsChannel.com reports. The firm owned 190,618 shares of the insurance provider’s stock after buying an additional 56,055 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Progressive were worth $48,371,000 at the end […]

Compagnie Lombard Odier SCmA increased its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 5,490.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,878 shares of the energy company’s stock after purchasing an additional 68,628 shares […]

Bright Financial Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The fund owned 20,585 shares of the company’s stock after buying an additional 561 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 7.6% of […]

Sound Income Strategies LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,657 shares of the company’s stock after buying an additional 346 shares during the period. Sound Income […]

Compagnie Lombard Odier SCmA decreased its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 7.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,581 shares of the financial services provider’s stock after selling 24,864 shares during the quarter. Compagnie […]

Compagnie Lombard Odier SCmA increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 212,472 shares of the medical research company’s stock after purchasing an additional 14,226 shares during […]

Crestmont Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 76,493 shares of the exchange traded fund’s stock after purchasing an additional 873 shares during the quarter. iShares Core S&P Small-Cap ETF comprises […]

Retirement Planning Group LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 408.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,102 shares of the exchange traded fund’s stock after acquiring an additional 39,450 shares […]

Compagnie Lombard Odier SCmA reduced its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,680 shares of the aerospace company’s stock after selling 100 shares during the period. Compagnie […]

Willner & Heller LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,326 shares of the company’s stock after buying an additional 71 shares during the quarter. […]

Shira Ridge Wealth Management purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 351 shares of the company’s stock, valued at approximately $203,000. Several other institutional investors and hedge funds […]

Johnson Bixby & Associates LLC lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 15.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,925 shares of the company’s stock after selling 2,128 […]

Compagnie Lombard Odier SCmA trimmed its holdings in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 403,800 shares of the company’s stock after selling 21,000 shares during the […]

Compagnie Lombard Odier SCmA boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 13.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,809 shares of the healthcare conglomerate’s stock after buying an additional 4,005 shares during […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,008 shares of the company’s stock after selling 141 shares during the period. […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 9,660 shares of the company’s stock after selling 126 shares during the quarter. Johnson Bixby & Associates LLC’s holdings in Vanguard Total Stock Market ETF […]

CVA Family Office LLC lifted its holdings in shares of iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) by 81.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,449 shares of the company’s stock after buying an additional 30,641 shares during […]

CVA Family Office LLC trimmed its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,924 shares of the exchange traded fund’s stock after selling 234 shares during the period. […]

MorganRosel Wealth Management LLC purchased a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 3rd quarter, Holdings Channel reports. The fund purchased 1,167 shares of the company’s stock, valued at approximately $204,000. Several other hedge funds and other institutional investors also recently bought and sold shares of VTV. Able […]

Sunflower Bank N.A. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 13,921 shares of the exchange traded fund’s stock after selling 585 shares during the quarter. Sunflower Bank N.A.’s holdings […]

Factory Mutual Insurance Co. purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 571,550 shares of the exchange traded fund’s stock, valued at approximately $126,250,000. iShares Russell 2000 ETF comprises 1.3% of […]