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International Business Machines Co. (NYSE:IBM) Shares Sold by LVW Advisors LLC
LVW Advisors LLC trimmed its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 14.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) Stake Lessened by Prosperity Planning Inc.
Prosperity Planning Inc. decreased its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Mitchell & Pahl Private Wealth LLC Reduces Holdings in The Williams Companies, Inc. (NYSE:WMB)
Mitchell & Pahl Private Wealth LLC lowered its stake in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Direxion Daily Semiconductors Bull 3x Shares (NYSEARCA:SOXL) Shares Acquired by TB Alternative Assets Ltd.
TB Alternative Assets Ltd. boosted its stake in Direxion Daily Semiconductors Bull 3x Shares (NYSEARCA:SOXL – Free Report) by 29.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
ARS Investment Partners LLC Has $3.43 Million Stake in Crown Castle Inc. (NYSE:CCI)
ARS Investment Partners LLC cut its stake in Crown Castle Inc. (NYSE:CCI – Free Report) by 5.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
2,209 Shares in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Bought by First United Bank & Trust
First United Bank & Trust acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
120,300 Shares in Hawaiian Electric Industries, Inc. (NYSE:HE) Bought by Mad River Investors
Mad River Investors acquired a new stake in shares of Hawaiian Electric Industries, Inc. (NYSE:HE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Charles Schwab Trust Co Acquires 196,924 Shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)
Charles Schwab Trust Co raised its holdings in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 80.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
ConocoPhillips (NYSE:COP) Shares Purchased by Charles Schwab Trust Co
Charles Schwab Trust Co grew its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Lmcg Investments LLC Sells 71 Shares of Everest Group, Ltd. (NYSE:EG)
Lmcg Investments LLC lowered its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Legal Advantage Investments Inc. Sells 250 Shares of BHP Group Limited (NYSE:BHP)
Legal Advantage Investments Inc. lessened its stake in BHP Group Limited (NYSE:BHP – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Sugar Maple Asset Management LLC Makes New $86,000 Investment in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Sugar Maple Asset Management LLC bought a new position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Gilman Hill Asset Management LLC Has $313,000 Stock Position in Chevron Co. (NYSE:CVX)
Gilman Hill Asset Management LLC cut its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 17.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is Pure Financial Advisors LLC’s 9th Largest Position
Pure Financial Advisors LLC decreased its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
ARS Investment Partners LLC Raises Holdings in Golar LNG Limited (NASDAQ:GLNG)
ARS Investment Partners LLC grew its position in Golar LNG Limited (NASDAQ:GLNG – Free Report) by 1,158.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Atwood & Palmer Inc. Has $37.11 Million Stock Holdings in Fifth Third Bancorp (NASDAQ:FITB)
Atwood & Palmer Inc. grew its stake in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 0.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Amplius Wealth Advisors LLC Sells 1,613 Shares of iShares Gold Trust (NYSEARCA:IAU)
Amplius Wealth Advisors LLC cut its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Culbertson A N & Co. Inc. Reduces Position in Corning Incorporated (NYSE:GLW)
Culbertson A N & Co. Inc. lowered its stake in Corning Incorporated (NYSE:GLW – Free Report) by 0.4% 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 »
Culbertson A N & Co. Inc. Sells 188 Shares of McKesson Co. (NYSE:MCK)
Culbertson A N & Co. Inc. trimmed its holdings in shares of McKesson Co. (NYSE:MCK – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Acquired by Reliant Investment Management LLC
Reliant Investment Management LLC grew its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 0.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Lam Group Inc. Raises Holdings in Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP)
Lam Group Inc. lifted its stake in Dimensional Emerging Markets High Profitability ETF (NYSEARCA:DEHP – Free Report) by 44.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Tudor Financial Inc. Makes New $1.09 Million Investment in iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)
Tudor Financial Inc. acquired a new position in shares of iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Thrive Wealth Management LLC Purchases New Stake in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)
Thrive Wealth Management LLC acquired a new position in shares of Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
AstraZeneca PLC (NASDAQ:AZN) Shares Acquired by ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc. raised its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 11.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Close Brothers Group (LON:CBG) Trading 21.6% Higher – What’s Next?
Close Brothers Group plc (LON:CBG – Get Free Report)’s stock price traded up 21.6% during mid-day trading on Tuesday . The company traded as high as GBX 301.19 ($3.71) and last traded at GBX 297.60 ($3.67). 38,613,809 shares... More of this article »
Equinix, Inc. (NASDAQ:EQIX) Short Interest Update
Equinix, Inc. (NASDAQ:EQIX – Get Free Report) was the target of a significant increase in short interest during the month of December. As of December 31st, there was short interest totalling 1,820,000 shares, an increase of... More of this article »
158 Shares in iShares Russell 2000 Value ETF (NYSEARCA:IWN) Purchased by Hoese & Co LLP
Hoese & Co LLP bought a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Tudor Financial Inc. Raises Position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)
Tudor Financial Inc. boosted its holdings in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 1.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Addenda Capital Inc. Has $7.42 Million Stake in The Middleby Co. (NASDAQ:MIDD)
Addenda Capital Inc. trimmed its stake in The Middleby Co. (NASDAQ:MIDD – Free Report) by 0.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 54,773 shares... More of this article »
Tudor Financial Inc. Sells 563 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)
Tudor Financial Inc. cut its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Regent Peak Wealth Advisors LLC Decreases Stock Holdings in iShares Biotechnology ETF (NASDAQ:IBB)
Regent Peak Wealth Advisors LLC decreased its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Rep. Nancy Pelosi Buys Palo Alto Networks, Inc. (NASDAQ:PANW) Stock
Representative Nancy Pelosi (D-California) recently bought shares of Palo Alto Networks, Inc. (NASDAQ:PANW). In a filing disclosed on January 17th, the Representative disclosed that they had bought between $1,000,001 and $5,000,000... More of this article »
Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU) is Abacus Wealth Partners LLC’s 6th Largest Position
Abacus Wealth Partners LLC cut its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Bought by New Hampshire Trust
New Hampshire Trust boosted its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 35.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,526 shares... More of this article »
Bonness Enterprises Inc. Sells 15,755 Shares of Koninklijke Philips (NYSE:PHG)
Bonness Enterprises Inc. lowered its position in shares of Koninklijke Philips (NYSE:PHG – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Koshinski Asset Management Inc. Cuts Stock Position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL)
Koshinski Asset Management Inc. trimmed its holdings in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 9.9% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Ballast Inc. Has $3.26 Million Stock Position in Johnson & Johnson (NYSE:JNJ)
Ballast Inc. boosted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 22,527 shares of the company’s stock after... More of this article »
Colorado Capital Management Inc. Buys 16,099 Shares of Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM)
Colorado Capital Management Inc. grew its stake in shares of Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Bought by Koshinski Asset Management Inc.
Koshinski Asset Management Inc. grew its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
LVW Advisors LLC Purchases New Holdings in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
LVW Advisors LLC purchased a new position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased... More of this article »
LVW Advisors LLC Has $3.47 Million Stock Holdings in The Home Depot, Inc. (NYSE:HD)
LVW Advisors LLC lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,917... More of this article »
Ulland Investment Advisors LLC Acquires 4,188 Shares of Alerian MLP ETF (NYSEARCA:AMLP)
Ulland Investment Advisors LLC grew its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 39.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,918 shares of the... More of this article »
Everi Holdings Inc. (NYSE:EVRI) Shares Sold by Prairiewood Capital LLC
Prairiewood Capital LLC decreased its stake in Everi Holdings Inc. (NYSE:EVRI – Free Report) by 8.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Amplius Wealth Advisors LLC Has $34.60 Million Position in Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST)
Amplius Wealth Advisors LLC raised its position in Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST – Free Report) by 133.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Willner & Heller LLC Sells 215 Shares of The Procter & Gamble Company (NYSE:PG)
Willner & Heller LLC decreased its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 3.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,016 shares... More of this article »
Invesco QQQ (NASDAQ:QQQ) Stake Increased by Mitchell Mcleod Pugh & Williams Inc.
Mitchell Mcleod Pugh & Williams Inc. raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 5,908 shares of the exchange traded... More of this article »
MassMutual Private Wealth & Trust FSB Increases Position in VanEck Intermediate Muni ETF (BATS:ITM)
MassMutual Private Wealth & Trust FSB lifted its stake in VanEck Intermediate Muni ETF (BATS:ITM – Free Report) by 23.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Analysts Set CME Group Inc. (NASDAQ:CME) Price Target at $229.27
CME Group Inc. (NASDAQ:CME – Get Free Report) has received a consensus recommendation of “Reduce” from the fifteen research firms that are covering the firm, MarketBeat Ratings reports. Four research analysts have... More of this article »