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Royal Fund Management LLC Sells 132 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)
Royal Fund Management LLC lowered its stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 0.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 23,820 shares of the company’s stock after... More of this article »
ZWJ Investment Counsel Inc. Increases Stock Holdings in ConocoPhillips (NYSE:COP)
ZWJ Investment Counsel Inc. grew its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Pure Financial Advisors LLC Cuts Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)
Pure Financial Advisors LLC lowered its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 3.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Chesapeake Wealth Management Decreases Stock Holdings in NextEra Energy, Inc. (NYSE:NEE)
Chesapeake Wealth Management trimmed its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
iShares National Muni Bond ETF (NYSEARCA:MUB) Stock Position Raised by Martel Wealth Advisors Inc
Martel Wealth Advisors Inc increased its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Equinix, Inc. (NASDAQ:EQIX) Shares Acquired by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC lifted its position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 38.1% during the 4th quarter, HoldingsChannel reports. The fund owned 4,420 shares of the financial services provider’s... More of this article »
Regent Peak Wealth Advisors LLC Decreases Stock Position in Elevance Health, Inc. (NYSE:ELV)
Regent Peak Wealth Advisors LLC lowered its position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 8.7% during the fourth quarter, HoldingsChannel reports. The firm owned 789 shares of the company’s stock... More of this article »
Forrester Research, Inc. (NASDAQ:FORR) Shares Sold by Ballentine Partners LLC
Ballentine Partners LLC reduced its holdings in shares of Forrester Research, Inc. (NASDAQ:FORR – Free Report) by 1.5% in the 4th quarter, HoldingsChannel reports. The fund owned 250,559 shares of the technology company’s... More of this article »
Ballentine Partners LLC Has $37.31 Million Holdings in Vanguard FTSE Europe ETF (NYSEARCA:VGK)
Ballentine Partners LLC lifted its position in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 2.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 587,832 shares of the exchange... More of this article »
Abacus Wealth Partners LLC Lowers Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)
Abacus Wealth Partners LLC decreased its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.4% during the fourth quarter, Holdings Channel reports. The firm owned 140,975 shares of the company’s... More of this article »
Addenda Capital Inc. Grows Stake in Amphenol Co. (NYSE:APH)
Addenda Capital Inc. boosted its stake in Amphenol Co. (NYSE:APH – Free Report) by 5.1% during the fourth quarter, HoldingsChannel reports. The firm owned 174,398 shares of the electronics maker’s stock after buying an... More of this article »
Cencora, Inc. (NYSE:COR) Receives $275.60 Consensus Target Price from Brokerages
Shares of Cencora, Inc. (NYSE:COR – Get Free Report) have been given an average rating of “Moderate Buy” by the eleven ratings firms that are currently covering the firm, MarketBeat reports. Two analysts have rated... More of this article »
Leonard Rickey Investment Advisors P.L.L.C. Increases Stake in iShares Gold Trust (NYSEARCA:IAU)
Leonard Rickey Investment Advisors P.L.L.C. grew its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Priebe Wealth Holdings LLC Sells 31,273 Shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX)
Priebe Wealth Holdings LLC decreased its holdings in Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 12.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Regent Peak Wealth Advisors LLC Purchases New Position in Permian Resources Co. (NYSE:PR)
Regent Peak Wealth Advisors LLC acquired a new position in Permian Resources Co. (NYSE:PR – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 12,858 shares of the company’s... More of this article »
Addenda Capital Inc. Buys 6,564 Shares of Akamai Technologies, Inc. (NASDAQ:AKAM)
Addenda Capital Inc. increased its holdings in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 7.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Wealthquest Corp Raises Stake in iShares MSCI EAFE Growth ETF (BATS:EFG)
Wealthquest Corp boosted its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 7.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 57,889 shares of the company’s stock after... More of this article »
Leonard Rickey Investment Advisors P.L.L.C. Increases Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)
Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Philip Morris International Inc. (NYSE:PM) Shares Acquired by Leonard Rickey Investment Advisors P.L.L.C.
Leonard Rickey Investment Advisors P.L.L.C. boosted its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Ulland Investment Advisors LLC Sells 723 Shares of Tower Semiconductor Ltd. (NASDAQ:TSEM)
Ulland Investment Advisors LLC decreased its stake in shares of Tower Semiconductor Ltd. (NASDAQ:TSEM – Free Report) by 37.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Zhang Financial LLC Takes $34,000 Position in Gerdau S.A. (NYSE:GGB)
Zhang Financial LLC purchased a new position in Gerdau S.A. (NYSE:GGB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stock Holdings Raised by Hoese & Co LLP
Hoese & Co LLP raised its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 260.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 39,906 shares of the company’s... More of this article »
MassMutual Private Wealth & Trust FSB Has $2.92 Million Stock Holdings in Cummins Inc. (NYSE:CMI)
MassMutual Private Wealth & Trust FSB reduced its stake in Cummins Inc. (NYSE:CMI – Free Report) by 21.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Prairiewood Capital LLC Has $266,000 Stake in Bain Capital Specialty Finance, Inc. (NYSE:BCSF)
Prairiewood Capital LLC boosted its stake in shares of Bain Capital Specialty Finance, Inc. (NYSE:BCSF – Free Report) by 8.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 15,211 shares... More of this article »
Gilead Sciences, Inc. (NASDAQ:GILD) Holdings Trimmed by Prairiewood Capital LLC
Prairiewood Capital LLC cut its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 6.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 6,109 shares of the biopharmaceutical company’s... More of this article »
Breakwater Investment Management Boosts Stake in JPMorgan BetaBuilders Europe ETF (BATS:BBEU)
Breakwater Investment Management grew its position in shares of JPMorgan BetaBuilders Europe ETF (BATS:BBEU – Free Report) by 61.5% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Aurora Investment Managers LLC. Has $3.67 Million Stock Holdings in AvalonBay Communities, Inc. (NYSE:AVB)
Aurora Investment Managers LLC. lifted its stake in AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 6.3% in the fourth quarter, HoldingsChannel reports. The firm owned 16,668 shares of the real estate investment trust’s... More of this article »
Breakwater Investment Management Purchases New Stake in Vanguard Core Bond ETF (NASDAQ:VCRB)
Breakwater Investment Management acquired a new position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Harbor Investment Advisory LLC Grows Holdings in DraftKings Inc. (NASDAQ:DKNG)
Harbor Investment Advisory LLC lifted its stake in shares of DraftKings Inc. (NASDAQ:DKNG – Free Report) by 17.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 34,217 shares of the company’s... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Holdings Raised by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC increased its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 7.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Best Buy Co., Inc. (NYSE:BBY) Shares Sold by LVW Advisors LLC
LVW Advisors LLC cut its holdings in Best Buy Co., Inc. (NYSE:BBY – Free Report) by 3.0% during 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 »
Gilman Hill Asset Management LLC Acquires 100 Shares of Adobe Inc. (NASDAQ:ADBE)
Gilman Hill Asset Management LLC increased its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 13.0% during the 4th quarter, Holdings Channel reports. The firm owned 870 shares of the software company’s stock after... More of this article »
Diversify Wealth Management LLC Purchases 12,173 Shares of Banco Bilbao Vizcaya Argentaria, S.A. (NYSE:BBVA)
Diversify Wealth Management LLC raised its holdings in Banco Bilbao Vizcaya Argentaria, S.A. (NYSE:BBVA – Free Report) by 13.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
First Citizens BancShares, Inc. (NASDAQ:FCNCP) Short Interest Up 6.7% in December
First Citizens BancShares, Inc. (NASDAQ:FCNCP – Get Free Report) was the recipient of a significant growth in short interest during the month of December. As of December 31st, there was short interest totalling 12,800 shares,... More of this article »
Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Shares Acquired by Zhang Financial LLC
Zhang Financial LLC grew its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 20.0% during the fourth quarter, HoldingsChannel reports. The firm owned 2,072 shares of the company’s... More of this article »
Zhang Financial LLC Reduces Holdings in WEC Energy Group, Inc. (NYSE:WEC)
Zhang Financial LLC cut its position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 33.6% during the fourth quarter, Holdings Channel reports. The firm owned 4,961 shares of the utilities provider’s stock after... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Shares Purchased by Zhang Financial LLC
Zhang Financial LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 122.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 789... More of this article »
DICK’S Sporting Goods, Inc. (NYSE:DKS) Receives $246.10 Consensus PT from Brokerages
Shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty-one analysts that are currently covering the stock, Marketbeat.com reports.... More of this article »
UMB Bank n.a. Acquires Shares of 17,025 iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
UMB Bank n.a. bought a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 17,025 shares of the company’s... More of this article »
MassMutual Private Wealth & Trust FSB Has $25.58 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
MassMutual Private Wealth & Trust FSB lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 50,557 shares... More of this article »
BP PLC 9 Percent Preferred Shares (LON:BP.B) Hits New 52-Week Low – Here’s Why
BP PLC 9 Percent Preferred Shares (LON:BP.B – Get Free Report) hit a new 52-week low during trading on Tuesday . The stock traded as low as GBX 143 ($1.76) and last traded at GBX 143 ($1.76), with a volume of 6564 shares. The... More of this article »
Diversify Advisory Services LLC Has $1.09 Million Stock Position in Moelis & Company (NYSE:MC)
Diversify Advisory Services LLC trimmed its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 59.1% in the fourth quarter, HoldingsChannel reports. The firm owned 15,278 shares of the asset manager’s... More of this article »
Diversify Wealth Management LLC Buys 4,309 Shares of Grupo Financiero Galicia S.A. (NASDAQ:GGAL)
Diversify Wealth Management LLC grew its stake in Grupo Financiero Galicia S.A. (NASDAQ:GGAL – Free Report) by 15.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
KKR & Co. Inc. (NYSE:KKR) Receives Average Rating of “Buy” from Analysts
Shares of KKR & Co. Inc. (NYSE:KKR – Get Free Report) have earned a consensus recommendation of “Buy” from the sixteen analysts that are currently covering the firm, MarketBeat reports. Two equities research... More of this article »
Host Hotels & Resorts, Inc. (NASDAQ:HST) Shares Sold by Gilman Hill Asset Management LLC
Gilman Hill Asset Management LLC reduced its stake in Host Hotels & Resorts, Inc. (NASDAQ:HST – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
City Holding Co. Makes New $42,000 Investment in Paychex, Inc. (NASDAQ:PAYX)
City Holding Co. purchased a new stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 300 shares of the business services provider’s stock, valued at approximately... More of this article »
DICK’S Sporting Goods, Inc. (NYSE:DKS) Sees Significant Increase in Short Interest
DICK’S Sporting Goods, Inc. (NYSE:DKS – 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 5,170,000 shares,... More of this article »
Avantis International Small Cap Equity ETF (NYSEARCA:AVDS) Shares Acquired by Evanson Asset Management LLC
Evanson Asset Management LLC boosted its stake in Avantis International Small Cap Equity ETF (NYSEARCA:AVDS – Free Report) by 11.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,437... More of this article »