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Mackenzie Financial Corp Cuts Position in Duke Energy Co. (NYSE:DUK)
Mackenzie Financial Corp lessened its stake in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 9.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,306,297 shares of the... More of this article »
Invst LLC Acquires 151 Shares of The Walt Disney Company (NYSE:DIS)
Invst LLC boosted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AT&T Inc. (NYSE:T) Stock Holdings Lowered by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC lessened its position in AT&T Inc. (NYSE:T – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Griffith & Werner Inc. Takes Position in Philip Morris International Inc. (NYSE:PM)
Griffith & Werner Inc. purchased a new position in Philip Morris International Inc. (NYSE:PM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
8,564 Shares in Merck & Co., Inc. (NYSE:MRK) Bought by Peak Retirement Planning Inc.
Peak Retirement Planning Inc. bought a new stake in Merck & Co., Inc. (NYSE:MRK – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Drucker Wealth 3.0 LLC Has $5.21 Million Stock Position in Philip Morris International Inc. (NYSE:PM)
Drucker Wealth 3.0 LLC decreased its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 1.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Westfuller Advisors LLC Has $6.93 Million Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
Westfuller Advisors LLC increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 26.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Buys Shares of 2,102 Tesla, Inc. (NASDAQ:TSLA)
ARQ Wealth Advisors LLC purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) 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 »
Drucker Wealth 3.0 LLC Decreases Holdings in Autodesk, Inc. (NASDAQ:ADSK)
Drucker Wealth 3.0 LLC cut its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 1.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,560... More of this article »
Pinney & Scofield Inc. Takes $79,000 Position in The Boeing Company (NYSE:BA)
Pinney & Scofield Inc. bought a new stake in The Boeing Company (NYSE:BA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Revisor Wealth Management LLC Sells 574 Shares of Meta Platforms, Inc. (NASDAQ:META)
Revisor Wealth Management LLC lessened its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,219 shares of... More of this article »
Parr Mcknight Wealth Management Group LLC Invests $392,000 in The Home Depot, Inc. (NYSE:HD)
Parr Mcknight Wealth Management Group LLC bought a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Warm Springs Advisors Inc. Takes Position in Applied Materials, Inc. (NASDAQ:AMAT)
Warm Springs Advisors Inc. purchased a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Richmond Investment Services LLC Purchases New Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Richmond Investment Services LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Public Employees Retirement System of Ohio Sells 4,565 Shares of 3M (NYSE:MMM)
Public Employees Retirement System of Ohio cut its position in shares of 3M (NYSE:MMM – Free Report) by 1.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Invst LLC Has $53.56 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Invst LLC decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 29.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 90,986 shares of the company’s... More of this article »
Peak Retirement Planning Inc. Acquires New Stake in Union Pacific Co. (NYSE:UNP)
Peak Retirement Planning Inc. bought a new position in shares of Union Pacific Co. (NYSE:UNP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Peak Retirement Planning Inc. Takes Position in Comcast Co. (NASDAQ:CMCSA)
Peak Retirement Planning Inc. purchased a new position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 20,150 shares of the cable giant’s stock,... More of this article »
Parr Mcknight Wealth Management Group LLC Acquires Shares of 3,428 Corpay, Inc. (NYSE:CPAY)
Parr Mcknight Wealth Management Group LLC acquired a new stake in shares of Corpay, Inc. (NYSE:CPAY – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 3,428 shares of the company’s... More of this article »
Auxier Asset Management Has $7.29 Million Stock Position in The Cigna Group (NYSE:CI)
Auxier Asset Management lessened its position in The Cigna Group (NYSE:CI – Free Report) by 0.2% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 26,385 shares of the health services... More of this article »
Formidable Asset Management LLC Lowers Position in Ross Stores, Inc. (NASDAQ:ROST)
Formidable Asset Management LLC cut its holdings in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
North Star Asset Management Inc. Buys 1,148 Shares of Amphenol Co. (NYSE:APH)
North Star Asset Management Inc. lifted its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Enterprise Products Partners L.P. (NYSE:EPD) Stock Position Raised by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC boosted its position in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 3.5% during the 4th quarter, HoldingsChannel reports. The firm owned 33,606 shares of the oil and gas producer’s... More of this article »
Analysts Set Abbott Laboratories (NYSE:ABT) Target Price at $142.59
Shares of Abbott Laboratories (NYSE:ABT – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the nineteen brokerages that are covering the company, MarketBeat.com reports. Four equities... More of this article »
Wormser Freres Gestion Has $1.21 Million Position in Danaher Co. (NYSE:DHR)
Wormser Freres Gestion raised its stake in Danaher Co. (NYSE:DHR – Free Report) by 14.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
JPMorgan Active Value ETF (NYSEARCA:JAVA) Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC lessened its position in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 0.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Pinney & Scofield Inc. Acquires New Holdings in American Tower Co. (NYSE:AMT)
Pinney & Scofield Inc. purchased a new position in American Tower Co. (NYSE:AMT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT) Shares Bought by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC grew its holdings in Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT – Free Report) by 15.1% during the 4th quarter, Holdings Channel reports. The fund owned 12,120 shares... More of this article »
Plug Power Inc. (NASDAQ:PLUG) Receives $1.99 Consensus PT from Analysts
Shares of Plug Power Inc. (NASDAQ:PLUG – Get Free Report) have been assigned an average rating of “Hold” from the seventeen research firms that are presently covering the firm, MarketBeat.com reports. Four investment... More of this article »
4,386 Shares in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) Bought by Michels Family Financial LLC
Michels Family Financial LLC bought a new position in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Parr Mcknight Wealth Management Group LLC Buys Shares of 7,452 Wells Fargo & Company (NYSE:WFC)
Parr Mcknight Wealth Management Group LLC acquired a new stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Auxier Asset Management Reduces Position in Conagra Brands, Inc. (NYSE:CAG)
Auxier Asset Management decreased its stake in shares of Conagra Brands, Inc. (NYSE:CAG – Free Report) by 4.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Three Cord True Wealth Management LLC Invests $15.28 Million in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA)
Three Cord True Wealth Management LLC bought a new stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
The Home Depot, Inc. (HD) To Go Ex-Dividend on June 5th
The Home Depot, Inc. (NYSE:HD – Get Free Report) announced a quarterly dividend on Thursday, May 22nd, RTT News reports. Investors of record on Thursday, June 5th will be given a dividend of 2.30 per share by the home improvement... More of this article »
Richmond Investment Services LLC Purchases Shares of 5,730 Verizon Communications Inc. (NYSE:VZ)
Richmond Investment Services LLC purchased a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Formidable Asset Management LLC Acquires 2,215 Shares of Cameco Co. (NYSE:CCJ)
Formidable Asset Management LLC raised its holdings in shares of Cameco Co. (NYSE:CCJ – Free Report) (TSE:CCO) by 13.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
GF Fund Management CO. LTD. Takes Position in TransDigm Group Incorporated (NYSE:TDG)
GF Fund Management CO. LTD. bought a new stake in TransDigm Group Incorporated (NYSE:TDG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
eBay Inc. (NASDAQ:EBAY) Receives Consensus Recommendation of “Hold” from Analysts
Shares of eBay Inc. (NASDAQ:EBAY – Get Free Report) have received a consensus rating of “Hold” from the twenty-nine research firms that are currently covering the company, MarketBeat.com reports. Two investment analysts... More of this article »
Peak Retirement Planning Inc. Acquires Shares of 12,091 Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC)
Peak Retirement Planning Inc. bought a new position in shares of Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 12,091 shares... More of this article »
The TJX Companies, Inc. (NYSE:TJX) Shares Purchased by Mackenzie Financial Corp
Mackenzie Financial Corp lifted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,897,673 shares of the apparel and home fashions retailer’s... More of this article »
Vistra (NYSE:VST) Price Target Raised to $164.00 at The Goldman Sachs Group
Vistra (NYSE:VST – Free Report) had its target price hoisted by The Goldman Sachs Group from $134.00 to $164.00 in a report released on Friday,Benzinga reports. The firm currently has a neutral rating on the stock. VST has been... More of this article »
Mackenzie Financial Corp Has $281.96 Million Position in Keysight Technologies, Inc. (NYSE:KEYS)
Mackenzie Financial Corp boosted its holdings in Keysight Technologies, Inc. (NYSE:KEYS – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
4,471 Shares in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Bought by Peak Retirement Planning Inc.
Peak Retirement Planning Inc. acquired a new position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
AlphaCore Capital LLC Trims Stake in Bristol-Myers Squibb (NYSE:BMY)
AlphaCore Capital LLC reduced its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 18,682 shares of the biopharmaceutical company’s... More of this article »
ARQ Wealth Advisors LLC Makes New $222,000 Investment in Innovator Growth-100 Power Buffer ETF – October (BATS:NOCT)
ARQ Wealth Advisors LLC purchased a new position in shares of Innovator Growth-100 Power Buffer ETF – October (BATS:NOCT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 4,331 shares... More of this article »
Lennox International Inc. (LII) to Issue Quarterly Dividend of $1.30 on July 15th
Lennox International Inc. (NYSE:LII – Get Free Report) announced a quarterly dividend on Thursday, May 22nd, RTT News reports. Investors of record on Friday, May 30th will be given a dividend of 1.30 per share by the construction... More of this article »
Blue Sky Capital Consultants Group Inc. Purchases New Shares in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR)
Blue Sky Capital Consultants Group Inc. purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 16,574... More of this article »
iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) Shares Sold by North Star Asset Management Inc.
North Star Asset Management Inc. cut its position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »