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Image for Capital Advisors Inc. OK Increases Stake in Alphabet Inc. (NASDAQ:GOOG)

Capital Advisors Inc. OK Increases Stake in Alphabet Inc. (NASDAQ:GOOG)

Capital Advisors Inc. OK lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 4,344 Shares in Alphabet Inc. (NASDAQ:GOOG) Acquired by Simplicity Wealth LLC

4,344 Shares in Alphabet Inc. (NASDAQ:GOOG) Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC purchased a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,344 shares of the information... More of this article »
Image for NewEdge Wealth LLC Grows Position in Snowflake Inc. (NYSE:SNOW)

NewEdge Wealth LLC Grows Position in Snowflake Inc. (NYSE:SNOW)

NewEdge Wealth LLC lifted its holdings in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 51.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,408 shares of the company’s stock after acquiring... More of this article »
Image for Louisiana State Employees Retirement System Acquires Shares of 80,600 Truist Financial Co. (NYSE:TFC)

Louisiana State Employees Retirement System Acquires Shares of 80,600 Truist Financial Co. (NYSE:TFC)

Louisiana State Employees Retirement System acquired a new stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Simplicity Solutions LLC Acquires 4,150 Shares of Citigroup Inc. (NYSE:C)

Simplicity Solutions LLC Acquires 4,150 Shares of Citigroup Inc. (NYSE:C)

Simplicity Solutions LLC boosted its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 17.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for ORG Partners LLC Increases Stake in Kenvue Inc. (NYSE:KVUE)

ORG Partners LLC Increases Stake in Kenvue Inc. (NYSE:KVUE)

ORG Partners LLC increased its position in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 1,611.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Acquires 1,375 Shares of Welltower Inc. (NYSE:WELL)

NewEdge Wealth LLC Acquires 1,375 Shares of Welltower Inc. (NYSE:WELL)

NewEdge Wealth LLC grew its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 17.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,185 shares of... More of this article »
Image for Louisiana State Employees Retirement System Invests $2.85 Million in Sempra (NYSE:SRE)

Louisiana State Employees Retirement System Invests $2.85 Million in Sempra (NYSE:SRE)

Louisiana State Employees Retirement System bought a new position in shares of Sempra (NYSE:SRE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Workday, Inc. (NASDAQ:WDAY) Holdings Trimmed by NewEdge Wealth LLC

Workday, Inc. (NASDAQ:WDAY) Holdings Trimmed by NewEdge Wealth LLC

NewEdge Wealth LLC lowered its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 19.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Simplicity Solutions LLC Sells 5,255 Shares of Alphabet Inc. (NASDAQ:GOOG)

Simplicity Solutions LLC Sells 5,255 Shares of Alphabet Inc. (NASDAQ:GOOG)

Simplicity Solutions LLC decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 174,928 shares of the information services provider’s... More of this article »
Image for Phillips 66 (NYSE:PSX) Shares Sold by Sumitomo Mitsui Trust Holdings Inc.

Phillips 66 (NYSE:PSX) Shares Sold by Sumitomo Mitsui Trust Holdings Inc.

Sumitomo Mitsui Trust Holdings Inc. lessened its stake in Phillips 66 (NYSE:PSX – Free Report) by 9.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Sequoia Financial Advisors LLC Invests $668,000 in Expeditors International of Washington, Inc. (NASDAQ:EXPD)

Sequoia Financial Advisors LLC Invests $668,000 in Expeditors International of Washington, Inc. (NASDAQ:EXPD)

Sequoia Financial Advisors LLC bought a new stake in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Simplicity Solutions LLC Raises Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Simplicity Solutions LLC Raises Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Simplicity Solutions LLC grew its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 16.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Simplicity Solutions LLC Boosts Holdings in Phillips 66 (NYSE:PSX)

Simplicity Solutions LLC Boosts Holdings in Phillips 66 (NYSE:PSX)

Simplicity Solutions LLC boosted its holdings in Phillips 66 (NYSE:PSX – Free Report) by 4.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,242 shares... More of this article »
Image for Sumitomo Life Insurance Co. Lowers Holdings in Discover Financial Services (NYSE:DFS)

Sumitomo Life Insurance Co. Lowers Holdings in Discover Financial Services (NYSE:DFS)

Sumitomo Life Insurance Co. decreased its stake in Discover Financial Services (NYSE:DFS – Free Report) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Sumitomo Life Insurance Co. Reduces Stock Position in Howmet Aerospace Inc. (NYSE:HWM)

Sumitomo Life Insurance Co. Reduces Stock Position in Howmet Aerospace Inc. (NYSE:HWM)

Sumitomo Life Insurance Co. lowered its holdings in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Iron Mountain Incorporated (NYSE:IRM) Shares Purchased by Simplicity Solutions LLC

Iron Mountain Incorporated (NYSE:IRM) Shares Purchased by Simplicity Solutions LLC

Simplicity Solutions LLC boosted its stake in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sumitomo Life Insurance Co. Sells 1,153 Shares of Altria Group, Inc. (NYSE:MO)

Sumitomo Life Insurance Co. Sells 1,153 Shares of Altria Group, Inc. (NYSE:MO)

Sumitomo Life Insurance Co. decreased its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 4.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sumitomo Life Insurance Co. Lowers Holdings in Aon plc (NYSE:AON)

Sumitomo Life Insurance Co. Lowers Holdings in Aon plc (NYSE:AON)

Sumitomo Life Insurance Co. decreased its stake in Aon plc (NYSE:AON – Free Report) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,599... More of this article »
Image for Perigon Wealth Management LLC Purchases 617 Shares of D.R. Horton, Inc. (NYSE:DHI)

Perigon Wealth Management LLC Purchases 617 Shares of D.R. Horton, Inc. (NYSE:DHI)

Perigon Wealth Management LLC raised its position in D.R. Horton, Inc. (NYSE:DHI – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Shares Sold by Perennial Advisors LLC

NVIDIA Co. (NASDAQ:NVDA) Shares Sold by Perennial Advisors LLC

Perennial Advisors LLC trimmed its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 16.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Stock Holdings Trimmed by Allspring Global Investments Holdings LLC

Alphabet Inc. (NASDAQ:GOOGL) Stock Holdings Trimmed by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for 33,780 Shares in JPMorgan Chase & Co. (NYSE:JPM) Purchased by Turtle Creek Wealth Advisors LLC

33,780 Shares in JPMorgan Chase & Co. (NYSE:JPM) Purchased by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Image for PBMares Wealth Management LLC Buys 932 Shares of JPMorgan Chase & Co. (NYSE:JPM)

PBMares Wealth Management LLC Buys 932 Shares of JPMorgan Chase & Co. (NYSE:JPM)

PBMares Wealth Management LLC boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 16.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Xcel Energy Inc. (NASDAQ:XEL) Position Boosted by Graypoint LLC

Xcel Energy Inc. (NASDAQ:XEL) Position Boosted by Graypoint LLC

Graypoint LLC raised its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 58,000 Shares in Revvity, Inc. (NYSE:RVTY) Acquired by Mn Services Vermogensbeheer B.V.

58,000 Shares in Revvity, Inc. (NYSE:RVTY) Acquired by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. acquired a new position in Revvity, Inc. (NYSE:RVTY – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Sells 6,574 Shares of Emeren Group Ltd (NYSE:SOL)

Harel Insurance Investments & Financial Services Ltd. Sells 6,574 Shares of Emeren Group Ltd (NYSE:SOL)

Harel Insurance Investments & Financial Services Ltd. trimmed its position in Emeren Group Ltd (NYSE:SOL – Free Report) by 12.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 46,717... More of this article »
Image for Vontobel Holding Ltd. Increases Stock Position in CRH plc (NYSE:CRH)

Vontobel Holding Ltd. Increases Stock Position in CRH plc (NYSE:CRH)

Vontobel Holding Ltd. grew its position in CRH plc (NYSE:CRH – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Vontobel Holding Ltd. Has $15.86 Million Holdings in Canadian Solar Inc. (NASDAQ:CSIQ)

Vontobel Holding Ltd. Has $15.86 Million Holdings in Canadian Solar Inc. (NASDAQ:CSIQ)

Vontobel Holding Ltd. cut its stake in shares of Canadian Solar Inc. (NASDAQ:CSIQ – Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 604,607... More of this article »
Image for Sumitomo Life Insurance Co. Trims Stock Position in American Water Works Company, Inc. (NYSE:AWK)

Sumitomo Life Insurance Co. Trims Stock Position in American Water Works Company, Inc. (NYSE:AWK)

Sumitomo Life Insurance Co. cut its stake in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 4.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,571 shares of the utilities... More of this article »
Image for Lecap Asset Management Ltd. Makes New Investment in Virtu Financial, Inc. (NASDAQ:VIRT)

Lecap Asset Management Ltd. Makes New Investment in Virtu Financial, Inc. (NASDAQ:VIRT)

Lecap Asset Management Ltd. acquired a new position in Virtu Financial, Inc. (NASDAQ:VIRT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Simplicity Solutions LLC Increases Position in VICI Properties Inc. (NYSE:VICI)

Simplicity Solutions LLC Increases Position in VICI Properties Inc. (NYSE:VICI)

Simplicity Solutions LLC grew its holdings in VICI Properties Inc. (NYSE:VICI – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 46,331 shares... More of this article »
Image for Simplicity Solutions LLC Has $1.54 Million Stake in Snowflake Inc. (NYSE:SNOW)

Simplicity Solutions LLC Has $1.54 Million Stake in Snowflake Inc. (NYSE:SNOW)

Simplicity Solutions LLC lessened its holdings in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Decreases Stock Position in ServiceNow, Inc. (NYSE:NOW)

Harel Insurance Investments & Financial Services Ltd. Decreases Stock Position in ServiceNow, Inc. (NYSE:NOW)

Harel Insurance Investments & Financial Services Ltd. lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 26.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Sells 210 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Harel Insurance Investments & Financial Services Ltd. Sells 210 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Harel Insurance Investments & Financial Services Ltd. cut its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 30.5% during the 4th quarter, according to the company in its most recent filing... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Has $120,000 Stock Holdings in Patrick Industries, Inc. (NASDAQ:PATK)

Harel Insurance Investments & Financial Services Ltd. Has $120,000 Stock Holdings in Patrick Industries, Inc. (NASDAQ:PATK)

Harel Insurance Investments & Financial Services Ltd. decreased its position in Patrick Industries, Inc. (NASDAQ:PATK – Free Report) by 11.9% in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Image for Vontobel Holding Ltd. Has $12.78 Million Stock Holdings in The Goldman Sachs Group, Inc. (NYSE:GS)

Vontobel Holding Ltd. Has $12.78 Million Stock Holdings in The Goldman Sachs Group, Inc. (NYSE:GS)

Vontobel Holding Ltd. trimmed its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 17.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Carvana Co. (NYSE:CVNA) Stake Lessened by Carnegie Capital Asset Management LLC

Carvana Co. (NYSE:CVNA) Stake Lessened by Carnegie Capital Asset Management LLC

Carnegie Capital Asset Management LLC lessened its stake in shares of Carvana Co. (NYSE:CVNA – Free Report) by 52.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 40,810 shares of the company’s... More of this article »
Image for Carnegie Capital Asset Management LLC Cuts Stake in Insight Enterprises, Inc. (NASDAQ:NSIT)

Carnegie Capital Asset Management LLC Cuts Stake in Insight Enterprises, Inc. (NASDAQ:NSIT)

Carnegie Capital Asset Management LLC reduced its position in shares of Insight Enterprises, Inc. (NASDAQ:NSIT – Free Report) by 1.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 12,550... More of this article »
Image for Carnegie Capital Asset Management LLC Increases Stock Holdings in Marathon Oil Co. (NYSE:MRO)

Carnegie Capital Asset Management LLC Increases Stock Holdings in Marathon Oil Co. (NYSE:MRO)

Carnegie Capital Asset Management LLC boosted its position in shares of Marathon Oil Co. (NYSE:MRO – Free Report) by 5.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Carnegie Capital Asset Management LLC Decreases Holdings in Danaher Co. (NYSE:DHR)

Carnegie Capital Asset Management LLC Decreases Holdings in Danaher Co. (NYSE:DHR)

Carnegie Capital Asset Management LLC decreased its holdings in Danaher Co. (NYSE:DHR – Free Report) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Vanguard Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK) Stock Position Increased by Carnegie Capital Asset Management LLC

Vanguard Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK) Stock Position Increased by Carnegie Capital Asset Management LLC

Carnegie Capital Asset Management LLC lifted its position in Vanguard Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK – Free Report) by 6.5% during the fourth quarter, according to its most recent 13F filing with the SEC.... More of this article »
Image for National Bank Financial Lowers Corus Entertainment (TSE:CJR) to Underperform Overweight

National Bank Financial Lowers Corus Entertainment (TSE:CJR) to Underperform Overweight

Corus Entertainment (TSE:CJR – Get Free Report) was downgraded by stock analysts at National Bank Financial from an “outperform overweight” rating to an “underperform overweight” rating in a report issued... More of this article »
Image for Sylogist Ltd. Expected to Post Q1 2024 Earnings of $0.04 Per Share (TSE:SYZ)

Sylogist Ltd. Expected to Post Q1 2024 Earnings of $0.04 Per Share (TSE:SYZ)

Sylogist Ltd. (TSE:SYZ – Free Report) – Investment analysts at Echelon Wealth Partners decreased their Q1 2024 earnings per share (EPS) estimates for Sylogist in a report released on Sunday, April 14th. Echelon Wealth... More of this article »
Image for Q1 2024 Earnings Forecast for United States Steel Co. Issued By Zacks Research (NYSE:X)

Q1 2024 Earnings Forecast for United States Steel Co. Issued By Zacks Research (NYSE:X)

United States Steel Co. (NYSE:X – Free Report) – Analysts at Zacks Research dropped their Q1 2024 EPS estimates for United States Steel in a research report issued to clients and investors on Monday, April 15th. Zacks... More of this article »
Image for Q1 2024 EPS Estimates for Berry Co. (NASDAQ:BRY) Boosted by Capital One Financial

Q1 2024 EPS Estimates for Berry Co. (NASDAQ:BRY) Boosted by Capital One Financial

Berry Co. (NASDAQ:BRY – Free Report) – Stock analysts at Capital One Financial boosted their Q1 2024 earnings per share estimates for shares of Berry in a research note issued to investors on Monday, April 15th. Capital... More of this article »
Image for Q1 2024 Earnings Estimate for Interactive Brokers Group, Inc. (NASDAQ:IBKR) Issued By Zacks Research

Q1 2024 Earnings Estimate for Interactive Brokers Group, Inc. (NASDAQ:IBKR) Issued By Zacks Research

Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) – Zacks Research lifted their Q1 2024 earnings per share estimates for shares of Interactive Brokers Group in a research report issued on Monday, April 15th.... More of this article »
Image for Zacks Research Analysts Reduce Earnings Estimates for Watsco, Inc. (NYSE:WSO)

Zacks Research Analysts Reduce Earnings Estimates for Watsco, Inc. (NYSE:WSO)

Watsco, Inc. (NYSE:WSO – Free Report) – Stock analysts at Zacks Research cut their Q1 2024 earnings per share estimates for shares of Watsco in a research report issued to clients and investors on Monday, April 15th.... More of this article »
Image for Equities Analysts Issue Forecasts for Algonquin Power & Utilities Corp.’s Q1 2024 Earnings (TSE:AQN)

Equities Analysts Issue Forecasts for Algonquin Power & Utilities Corp.’s Q1 2024 Earnings (TSE:AQN)

Algonquin Power & Utilities Corp. (TSE:AQN – Free Report) – Equities research analysts at National Bank Financial issued their Q1 2024 EPS estimates for Algonquin Power & Utilities in a research note issued to... More of this article »
Image for Louisiana State Employees Retirement System Takes $2.66 Million Position in Aflac Incorporated (NYSE:AFL)

Louisiana State Employees Retirement System Takes $2.66 Million Position in Aflac Incorporated (NYSE:AFL)

Louisiana State Employees Retirement System purchased a new stake in Aflac Incorporated (NYSE:AFL – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »