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Larry Mathis Financial Planning LLC Invests $860,000 in Citigroup Inc. $C

Larry Mathis Financial Planning LLC purchased a new stake in Citigroup Inc. (NYSE:C - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 7,367 shares of the company's stock, valued at approximately $860,000. Other h

NYSE:C
Read Larry Mathis Financial Planning LLC Invests $860,000 in Citigroup Inc. $C
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3,545 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Larry Mathis Financial Planning LLC

Larry Mathis Financial Planning LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 3,545 shares of the semiconductor company's stock, valued at appr

NYSE:TSM
Read 3,545 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Larry Mathis Financial Planning LLC
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23,373 Shares in Bank of America Corporation $BAC Acquired by Larry Mathis Financial Planning LLC

Larry Mathis Financial Planning LLC bought a new stake in Bank of America Corporation (NYSE:BAC) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 23,373 shares of the financial services provider's stock

NYSE:BAC
Read 23,373 Shares in Bank of America Corporation $BAC Acquired by Larry Mathis Financial Planning LLC
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Larry Mathis Financial Planning LLC Takes Position in McDonald's Corporation $MCD

Larry Mathis Financial Planning LLC acquired a new position in shares of McDonald's Corporation (NYSE:MCD - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 4,835 shares of the fast-food giant's stock, valued at ap

NYSE:MCD
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Montanaro Asset Management Ltd Takes $1.16 Million Position in Universal Technical Institute Inc $UTI

Montanaro Asset Management Ltd acquired a new stake in shares of Universal Technical Institute Inc (NYSE:UTI - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 44,300 shares of the company's stock, valu

NYSE:UTI
Read Montanaro Asset Management Ltd Takes $1.16 Million Position in Universal Technical Institute Inc $UTI
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Advanced Drainage Systems, Inc. $WMS Stock Position Decreased by Montanaro Asset Management Ltd

Montanaro Asset Management Ltd trimmed its position in shares of Advanced Drainage Systems, Inc. (NYSE:WMS - Free Report) by 38.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,300 shares of the constructi

NYSE:WMS
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Montanaro Asset Management Ltd Has $8.17 Million Stake in Bruker Corporation $BRKR

NASDAQ:BRKR
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Tyler Technologies, Inc. $TYL Position Trimmed by Montanaro Asset Management Ltd

NYSE:TYL
Read Tyler Technologies, Inc. $TYL Position Trimmed by Montanaro Asset Management Ltd
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Montanaro Asset Management Ltd Has $17.01 Million Stock Holdings in Houlihan Lokey, Inc. $HLI

NYSE:HLI
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PeakShares LLC Invests $166,000 in Intel Corporation $INTC

NASDAQ:INTC
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PeakShares LLC Acquires Shares of 2,500 Micron Technology, Inc. $MU

NASDAQ:MU
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PeakShares LLC Acquires New Position in Palo Alto Networks, Inc. $PANW

NASDAQ:PANW
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PeakShares LLC Makes New $967,000 Investment in International Business Machines Corporation $IBM

NYSE:IBM
Read PeakShares LLC Makes New $967,000 Investment in International Business Machines Corporation $IBM
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PeakShares LLC Invests $977,000 in Qualcomm Incorporated $QCOM

NASDAQ:QCOM
Read PeakShares LLC Invests $977,000 in Qualcomm Incorporated $QCOM
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6,528 Shares in The TJX Companies, Inc. $TJX Bought by PeakShares LLC

NYSE:TJX
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PeakShares LLC Invests $1 Million in American Tower Corporation $AMT

NYSE:AMT
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PeakShares LLC Makes New Investment in Arista Networks, Inc. $ANET

NYSE:ANET
Read PeakShares LLC Makes New Investment in Arista Networks, Inc. $ANET
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PeakShares LLC Invests $1.02 Million in Vertex Pharmaceuticals Incorporated $VRTX

NASDAQ:VRTX
Read PeakShares LLC Invests $1.02 Million in Vertex Pharmaceuticals Incorporated $VRTX
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PeakShares LLC Acquires New Shares in The Goldman Sachs Group, Inc. $GS

NYSE:GS
Read PeakShares LLC Acquires New Shares in The Goldman Sachs Group, Inc. $GS
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28,374 Shares in Verizon Communications Inc. $VZ Acquired by PeakShares LLC

NYSE:VZ
Read 28,374 Shares in Verizon Communications Inc. $VZ Acquired by PeakShares LLC
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5,536 Shares in Salesforce Inc. $CRM Acquired by PeakShares LLC

NYSE:CRM
Read 5,536 Shares in Salesforce Inc. $CRM Acquired by PeakShares LLC
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PeakShares LLC Acquires New Holdings in Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
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ACM Research, Inc. $ACMR Shares Sold by MY.Alpha Management HK Advisors Ltd

NASDAQ:ACMR
Read ACM Research, Inc. $ACMR Shares Sold by MY.Alpha Management HK Advisors Ltd
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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Increased by MY.Alpha Management HK Advisors Ltd

NYSE:TSM
Read Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Increased by MY.Alpha Management HK Advisors Ltd
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23,064 Shares in Dutch Bros Inc. $BROS Bought by Rubicon Advisors GP

NYSE:BROS
Read 23,064 Shares in Dutch Bros Inc. $BROS Bought by Rubicon Advisors GP
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10,325 Shares in Bank of America Corporation $BAC Purchased by Union Savings Bank

NYSE:BAC
Read 10,325 Shares in Bank of America Corporation $BAC Purchased by Union Savings Bank
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Union Savings Bank Takes Position in International Business Machines Corporation $IBM

NYSE:IBM
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Union Savings Bank Purchases Shares of 8,919 Cisco Systems, Inc. $CSCO

NASDAQ:CSCO
Read Union Savings Bank Purchases Shares of 8,919 Cisco Systems, Inc. $CSCO
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Union Savings Bank Takes $866,000 Position in Caterpillar Inc. $CAT

NYSE:CAT
Read Union Savings Bank Takes $866,000 Position in Caterpillar Inc. $CAT
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Union Savings Bank Invests $1 Million in The Travelers Companies, Inc. $TRV

NYSE:TRV
Read Union Savings Bank Invests $1 Million in The Travelers Companies, Inc. $TRV

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