Home » Archive for 2025
Lowe’s Companies, Inc. (NYSE:LOW) Stock Holdings Reduced by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. trimmed its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Archford Capital Strategies LLC Trims Holdings in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)
Archford Capital Strategies LLC reduced its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Butterfly Network (NYSE:BFLY) Shares Down 5.7% – Time to Sell?
Butterfly Network, Inc. (NYSE:BFLY – Get Free Report) shares fell 5.7% during mid-day trading on Friday . The stock traded as low as $3.94 and last traded at $3.91. 2,461,570 shares traded hands during trading, a decline of 43%... More of this article »
MarineMax (NYSE:HZO) Trading Down 3.7% – What’s Next?
MarineMax, Inc. (NYSE:HZO – Get Free Report) shares traded down 3.7% on Friday . The stock traded as low as $31.14 and last traded at $31.17. 167,166 shares were traded during mid-day trading, a decline of 39% from the average... More of this article »
Archford Capital Strategies LLC Sells 745 Shares of iShares Core Aggressive Allocation ETF (NYSEARCA:AOA)
Archford Capital Strategies LLC trimmed its holdings in iShares Core Aggressive Allocation ETF (NYSEARCA:AOA – Free Report) by 2.5% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Electronic Arts (NASDAQ:EA) Sees Large Volume Increase – Still a Buy?
Shares of Electronic Arts Inc. (NASDAQ:EA – Get Free Report) saw unusually-strong trading volume on Friday . Approximately 5,732,768 shares traded hands during mid-day trading, an increase of 64% from the previous session’s... More of this article »
Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Purchased by Insight Inv LLC
Insight Inv LLC boosted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 27.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Veracity Capital LLC Buys 263 Shares of Exxon Mobil Co. (NYSE:XOM)
Veracity Capital LLC increased its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Alphabet (NASDAQ:GOOG) Trading Up 0.4% After Analyst Upgrade
Alphabet Inc. (NASDAQ:GOOG – Get Free Report)’s stock price was up 0.4% on Friday after Scotiabank raised their price target on the stock from $212.00 to $240.00. Scotiabank currently has a sector outperform rating on the... More of this article »
Madrona Financial Services LLC Purchases 87 Shares of Johnson & Johnson (NYSE:JNJ)
Madrona Financial Services LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
908 Shares in Tesla, Inc. (NASDAQ:TSLA) Purchased by Spinnaker Investment Group LLC
Spinnaker Investment Group LLC bought a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Stake Trimmed by Verde Capital Management
Verde Capital Management lessened its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 34.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 19,822... More of this article »
Stifel Nicolaus Cuts FedEx (NYSE:FDX) Price Target to $364.00
FedEx (NYSE:FDX – Free Report) had its price target trimmed by Stifel Nicolaus from $368.00 to $364.00 in a report published on Thursday,Benzinga reports. The firm currently has a buy rating on the shipping service provider’s... More of this article »
Cerro Pacific Wealth Advisors LLC Takes $313,000 Position in Tesla, Inc. (NASDAQ:TSLA)
Cerro Pacific Wealth Advisors LLC purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Alpha Financial Advisors LLC Sells 595 Shares of Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP)
Alpha Financial Advisors LLC lessened its position in shares of Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP – Free Report) by 1.0% during the fourth quarter, according to its most recent filing with the... More of this article »
Olstein Capital Management L.P. Purchases 1,000 Shares of Central Garden & Pet (NASDAQ:CENTA)
Olstein Capital Management L.P. raised its position in Central Garden & Pet (NASDAQ:CENTA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Anderson Hoagland & Co. Sells 357 Shares of Comfort Systems USA, Inc. (NYSE:FIX)
Anderson Hoagland & Co. cut its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 4.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Exchange Traded Concepts LLC Has $3.79 Million Holdings in Analog Devices, Inc. (NASDAQ:ADI)
Exchange Traded Concepts LLC lifted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 21.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Alan B Lancz & Associates Inc. Has $100,000 Stock Holdings in AngioDynamics, Inc. (NASDAQ:ANGO)
Alan B Lancz & Associates Inc. lowered its position in AngioDynamics, Inc. (NASDAQ:ANGO – Free Report) by 16.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Patriot Investment Management Group Inc. Grows Stock Position in Walmart Inc. (NYSE:WMT)
Patriot Investment Management Group Inc. increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
AppLovin (NASDAQ:APP) Shares Up 0.8% – Here’s What Happened
Shares of AppLovin Co. (NASDAQ:APP – Get Free Report) rose 0.8% on Friday . The stock traded as high as $368.85 and last traded at $365.31. Approximately 794,321 shares changed hands during trading, a decline of 80% from the... More of this article »
CFS Investment Advisory Services LLC Raises Holdings in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB)
CFS Investment Advisory Services LLC boosted its holdings in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 25.2% in the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Duncan Williams Asset Management LLC Buys Shares of 19,800 Algonquin Power & Utilities Corp. (NYSE:AQN)
Duncan Williams Asset Management LLC purchased a new position in Algonquin Power & Utilities Corp. (NYSE:AQN – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Duncan Williams Asset Management LLC Takes Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Duncan Williams Asset Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Archford Capital Strategies LLC Acquires 250 Shares of Vanguard Mega Cap ETF (NYSEARCA:MGC)
Archford Capital Strategies LLC lifted its stake in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Archford Capital Strategies LLC Purchases 56,762 Shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Archford Capital Strategies LLC grew its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 29.9% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Shares Sold by Archford Capital Strategies LLC
Archford Capital Strategies LLC reduced its stake in shares of JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 18.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 159,236... More of this article »
Alan B Lancz & Associates Inc. Decreases Position in PriceSmart, Inc. (NASDAQ:PSMT)
Alan B Lancz & Associates Inc. lowered its position in PriceSmart, Inc. (NASDAQ:PSMT – Free Report) by 14.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Patton Albertson Miller Group LLC Increases Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Patton Albertson Miller Group LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 66.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
TTP Investments Inc. Invests $207,000 in Intuitive Surgical, Inc. (NASDAQ:ISRG)
TTP Investments Inc. acquired a new position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Allison Transmission Holdings, Inc. (NYSE:ALSN) Shares Sold by Alan B Lancz & Associates Inc.
Alan B Lancz & Associates Inc. trimmed its position in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
SPDR S&P Semiconductor ETF (NYSEARCA:XSD) Shares Sold by Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC cut its holdings in SPDR S&P Semiconductor ETF (NYSEARCA:XSD – Free Report) by 9.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 3,468 shares... More of this article »
Duncan Williams Asset Management LLC Buys 1,371 Shares of iShares Convertible Bond ETF (BATS:ICVT)
Duncan Williams Asset Management LLC raised its stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 34.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Duncan Williams Asset Management LLC Takes $339,000 Position in Bank of America Co. (NYSE:BAC)
Duncan Williams Asset Management LLC bought a new position in shares of Bank of America Co. (NYSE:BAC – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Neptune Digital Assets (CVE:NDA) Shares Up 20.7% – What’s Next?
Shares of Neptune Digital Assets Corp. (CVE:NDA – Get Free Report) traded up 20.7% on Friday . The company traded as high as C$2.08 and last traded at C$2.04. 2,155,195 shares traded hands during mid-day trading, an increase... More of this article »
Petredis Investment Advisors LLC Cuts Holdings in Chevron Co. (NYSE:CVX)
Petredis Investment Advisors LLC reduced its holdings in Chevron Co. (NYSE:CVX – Free Report) by 2.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Smith Chas P & Associates PA Cpas Purchases 39,037 Shares of First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI)
Smith Chas P & Associates PA Cpas increased its holdings in shares of First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) by 1.8% in the 4th quarter, according to its most recent... More of this article »
Affiance Financial LLC Makes New $299,000 Investment in iShares Select Dividend ETF (NASDAQ:DVY)
Affiance Financial LLC bought a new stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
DGS Capital Management LLC Buys 19 Shares of Costco Wholesale Co. (NASDAQ:COST)
DGS Capital Management LLC lifted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 775 shares of the retailer’s... More of this article »
Affiance Financial LLC Acquires New Shares in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Affiance Financial LLC bought a new position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Arkfeld Wealth Strategies L.L.C. Purchases 4,000 Shares of Nokia Oyj (NYSE:NOK)
Arkfeld Wealth Strategies L.L.C. boosted its stake in shares of Nokia Oyj (NYSE:NOK – Free Report) by 23.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
VanEck Morningstar Wide Moat ETF (BATS:MOAT) is TTP Investments Inc.’s Largest Position
TTP Investments Inc. raised its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 536,118... More of this article »
SPDR S&P Dividend ETF (NYSEARCA:SDY) Stake Raised by Precedent Wealth Partners LLC
Precedent Wealth Partners LLC raised its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Precedent Wealth Partners LLC Reduces Position in Independent Bank Group, Inc. (NASDAQ:IBTX)
Precedent Wealth Partners LLC decreased its position in shares of Independent Bank Group, Inc. (NASDAQ:IBTX – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Grimes & Company Inc. Boosts Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Grimes & Company Inc. increased its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 199.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,032... More of this article »
Lantz Financial LLC Raises Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Lantz Financial LLC increased its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Moody Lynn & Lieberson LLC Reduces Holdings in Amgen Inc. (NASDAQ:AMGN)
Moody Lynn & Lieberson LLC reduced its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 17.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Moody Lynn & Lieberson LLC Purchases 65 Shares of HEICO Co. (NYSE:HEI)
Moody Lynn & Lieberson LLC grew its position in HEICO Co. (NYSE:HEI – Free Report) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,251... More of this article »
Cyndeo Wealth Partners LLC Trims Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Cyndeo Wealth Partners LLC trimmed its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Moody Lynn & Lieberson LLC Has $2.38 Million Position in MongoDB, Inc. (NASDAQ:MDB)
Moody Lynn & Lieberson LLC boosted its holdings in shares of MongoDB, Inc. (NASDAQ:MDB – Free Report) by 9.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
ProPhase Labs Enters Stock Purchase Agreement with JL Projects, Inc.
ProPhase Labs, Inc. (NASDAQ:PRPH) recently announced that on January 16, 2025, the company entered into a Stock Purchase Agreement with JL Projects, Inc., a Delaware corporation. According to the agreement, JL Projects acquired all... More of this article »
Pitney Bowes Announces Financial Updates and Strategic InitiativesOn January 23, 2025, Pitney Bowes Inc. (NYSE: PBI) released several key announcements regarding its financial activities and strategic plans. The company detailed these developments in
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Pitney Bowes’s 8K filing here. Pitney Bowes Company Profile (Get Free Report) Pitney... More of this article »
RBG (LON:RBGP) Reaches New 1-Year Low – Here’s What Happened
RBG Holdings plc (LON:RBGP – Get Free Report) shares hit a new 52-week low during trading on Friday . The company traded as low as GBX 0.85 ($0.01) and last traded at GBX 0.88 ($0.01), with a volume of 2023065 shares trading... More of this article »
Tran Capital Management L.P. Sells 7,445 Shares of Veeva Systems Inc. (NYSE:VEEV)
Tran Capital Management L.P. decreased its holdings in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Identillect Technologies (CVE:ID) Hits New 52-Week High – Still a Buy?
Identillect Technologies Corp. (CVE:ID – Get Free Report)’s share price reached a new 52-week high on Friday . The stock traded as high as C$0.01 and last traded at C$0.01, with a volume of 5080 shares changing hands. The... More of this article »
Target Hospitality (NASDAQ:TH) Shares Down 3.9% – Here’s Why
Target Hospitality Corp. (NASDAQ:TH – Get Free Report) shares fell 3.9% on Friday . The company traded as low as $9.92 and last traded at $9.96. 208,728 shares traded hands during trading, a decline of 62% from the average session... More of this article »
Ranpak (NYSE:PACK) Sees Strong Trading Volume – Still a Buy?
Ranpak Holdings Corp. (NYSE:PACK – Get Free Report) saw strong trading volume on Friday . 225,192 shares changed hands during mid-day trading, an increase of 34% from the previous session’s volume of 168,274 shares.The... More of this article »
Rockhopper Exploration (LON:RKH) Shares Down 8% – Should You Sell?
Rockhopper Exploration plc (LON:RKH – Get Free Report)’s share price traded down 8% during trading on Friday . The stock traded as low as GBX 35 ($0.44) and last traded at GBX 35.70 ($0.45). 6,318,684 shares changed hands... More of this article »
Tran Capital Management L.P. Has $5.54 Million Stock Holdings in AMN Healthcare Services, Inc. (NYSE:AMN)
Tran Capital Management L.P. lowered its holdings in shares of AMN Healthcare Services, Inc. (NYSE:AMN – Free Report) by 52.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Tran Capital Management L.P. Takes $209,000 Position in American Healthcare REIT, Inc. (NYSE:AHR)
Tran Capital Management L.P. acquired a new position in shares of American Healthcare REIT, Inc. (NYSE:AHR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
FT Vest International Equity Buffer ETF – September (BATS:YSEP) Shares Sold by AlphaMark Advisors LLC
AlphaMark Advisors LLC lessened its stake in FT Vest International Equity Buffer ETF – September (BATS:YSEP – Free Report) by 6.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
AlphaMark Advisors LLC Purchases 1,013 Shares of Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA)
AlphaMark Advisors LLC boosted its position in Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA – Free Report) by 18.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
AlphaMark Advisors LLC Invests $98,000 in iShares Preferred and Income Securities ETF (NASDAQ:PFF)
AlphaMark Advisors LLC bought a new stake in iShares Preferred and Income Securities ETF (NASDAQ:PFF – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
AlphaMark Advisors LLC Acquires Shares of 7,226 iShares International Select Dividend ETF (BATS:IDV)
AlphaMark Advisors LLC bought a new position in iShares International Select Dividend ETF (BATS:IDV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
LuxUrban Hotels Enters into a Securities Purchase Agreement for the Issuance of Senior Secured Original Issue Discount Notes and Common Stock Purchase Warrants
LuxUrban Hotels Inc. (NASDAQ:LUXH) recently disclosed in a Form 8-K filing submitted to the Securities and Exchange Commission that it had entered into a Securities Purchase Agreement (SPA) on January 21, 2025. This agreement outlines... More of this article »
Cyndeo Wealth Partners LLC Has $1.20 Million Stock Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
Cyndeo Wealth Partners LLC cut its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Geneos Wealth Management Inc. Cuts Holdings in Cambria Shareholder Yield ETF (BATS:SYLD)
Geneos Wealth Management Inc. trimmed its holdings in shares of Cambria Shareholder Yield ETF (BATS:SYLD – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vulcan Materials (NYSE:VMC) Receives $301.18 Average Price Target from Analysts
Vulcan Materials (NYSE:VMC – Get Free Report) has earned an average rating of “Moderate Buy” from the twelve analysts that are presently covering the company, MarketBeat reports. Three research analysts have rated... More of this article »
Cyndeo Wealth Partners LLC Trims Stock Position in Pimco Total Return ETF (NYSEARCA:BOND)
Cyndeo Wealth Partners LLC lessened its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 12.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Hengehold Capital Management LLC Reduces Position in Eli Lilly and Company (NYSE:LLY)
Hengehold Capital Management LLC reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 549... More of this article »
New Century Financial Group LLC Cuts Stock Position in Visa Inc. (NYSE:V)
New Century Financial Group LLC cut its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 13.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Galvin Gaustad & Stein LLC Cuts Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)
Galvin Gaustad & Stein LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 17.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 72,273 shares of the information... More of this article »
Insight Inv LLC Lowers Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Insight Inv LLC cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Insight Inv LLC Boosts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
Insight Inv LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 100.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Juncture Wealth Strategies LLC Purchases 527 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Juncture Wealth Strategies LLC boosted its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 4.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Anderson Hoagland & Co. Has $577,000 Stock Holdings in CSW Industrials, Inc. (NASDAQ:CSWI)
Anderson Hoagland & Co. lessened its stake in CSW Industrials, Inc. (NASDAQ:CSWI – Free Report) by 12.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Anderson Hoagland & Co. Trims Stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)
Anderson Hoagland & Co. lessened its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 83.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Alpha Financial Advisors LLC Has $24.12 Million Stock Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)
Alpha Financial Advisors LLC grew its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Alpha Financial Advisors LLC Acquires 1,200 Shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)
Alpha Financial Advisors LLC increased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 28.6% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Anderson Hoagland & Co. Has $2.88 Million Stake in Reinsurance Group of America, Incorporated (NYSE:RGA)
Anderson Hoagland & Co. reduced its holdings in shares of Reinsurance Group of America, Incorporated (NYSE:RGA – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Anderson Hoagland & Co. Purchases 2,308 Shares of Vanguard U.S. Value Factor (BATS:VFVA)
Anderson Hoagland & Co. boosted its position in shares of Vanguard U.S. Value Factor (BATS:VFVA – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Olstein Capital Management L.P. Has $4.52 Million Stake in eBay Inc. (NASDAQ:EBAY)
Olstein Capital Management L.P. lifted its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 10.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Olstein Capital Management L.P. Sells 8,000 Shares of Miller Industries, Inc. (NYSE:MLR)
Olstein Capital Management L.P. reduced its stake in Miller Industries, Inc. (NYSE:MLR – Free Report) by 27.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 21,000... More of this article »
Olstein Capital Management L.P. Sells 3,500 Shares of FedEx Co. (NYSE:FDX)
Olstein Capital Management L.P. lessened its holdings in FedEx Co. (NYSE:FDX – Free Report) by 11.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,000... More of this article »
Alan B Lancz & Associates Inc. Has $253,000 Stock Position in Sanofi (NASDAQ:SNY)
Alan B Lancz & Associates Inc. lessened its stake in Sanofi (NASDAQ:SNY – Free Report) by 13.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,250... More of this article »
Fifth Third Bancorp Cuts Position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Fifth Third Bancorp lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Energy Transfer LP (NYSE:ET) Shares Purchased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC raised its holdings in Energy Transfer LP (NYSE:ET – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Altria Group (NYSE:MO) Trading Up 0.8% – What’s Next?
Altria Group, Inc. (NYSE:MO – Get Free Report) shot up 0.8% on Friday . The company traded as high as $52.17 and last traded at $51.64. 2,195,717 shares traded hands during mid-day trading, a decline of 66% from the average session... More of this article »
Accel Wealth Management Has $300,000 Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Accel Wealth Management increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 27.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CFS Investment Advisory Services LLC Sells 76 Shares of Morgan Stanley (NYSE:MS)
CFS Investment Advisory Services LLC reduced its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
CFS Investment Advisory Services LLC Purchases Shares of 419 Thermo Fisher Scientific Inc. (NYSE:TMO)
CFS Investment Advisory Services LLC bought a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Toth Financial Advisory Corp Increases Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
Toth Financial Advisory Corp grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 91.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Toth Financial Advisory Corp Acquires New Holdings in Super Micro Computer, Inc. (NASDAQ:SMCI)
Toth Financial Advisory Corp bought a new position in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Jacksonville Wealth Management LLC Acquires Shares of 4,355 Waste Management, Inc. (NYSE:WM)
Jacksonville Wealth Management LLC bought a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Mastercard Incorporated (NYSE:MA) Position Boosted by Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Patton Albertson Miller Group LLC Grows Stock Holdings in Valero Energy Co. (NYSE:VLO)
Patton Albertson Miller Group LLC grew its position in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 6.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Patton Albertson Miller Group LLC Lowers Holdings in LKQ Co. (NASDAQ:LKQ)
Patton Albertson Miller Group LLC lowered its position in shares of LKQ Co. (NASDAQ:LKQ – Free Report) by 10.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Jacksonville Wealth Management LLC Takes Position in Cummins Inc. (NYSE:CMI)
Jacksonville Wealth Management LLC bought a new position in shares of Cummins Inc. (NYSE:CMI – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »