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1834 Investment Advisors Co. Cuts Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
1834 Investment Advisors Co. cut its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 58.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Purchased by Summit Investment Advisory Services LLC
Summit Investment Advisory Services LLC raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Avaii Wealth Management LLC Increases Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)
Avaii Wealth Management LLC increased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 45.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Stewardship Advisors LLC Invests $222,000 in Salesforce, Inc. (NYSE:CRM)
Stewardship Advisors LLC acquired a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 664 shares of the CRM provider’s... More of this article »
Patton Albertson Miller Group LLC Grows Stake in Target Co. (NYSE:TGT)
Patton Albertson Miller Group LLC grew its position in Target Co. (NYSE:TGT – Free Report) by 0.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 46,559... More of this article »
Andina Capital Management LLC Purchases Shares of 4,570 iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Andina Capital Management LLC purchased a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
AlphaMark Advisors LLC Buys 8,565 Shares of Pfizer Inc. (NYSE:PFE)
AlphaMark Advisors LLC grew its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 450.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
M3 Advisory Group LLC Makes New $258,000 Investment in Shopify Inc. (NYSE:SHOP)
M3 Advisory Group LLC purchased a new position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Patton Albertson Miller Group LLC Has $5.84 Million Stake in International Business Machines Co. (NYSE:IBM)
Patton Albertson Miller Group LLC raised its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
LoneStar West (CVE:LSI) Stock Passes Below 200-Day Moving Average – Should You Sell?
LoneStar West Inc (CVE:LSI – Get Free Report) shares crossed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of C$0.71 and traded as low as C$0.71. LoneStar West... More of this article »
MKT Advisors LLC Buys 179 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
MKT Advisors LLC raised its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 28.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
BlackRock Municipal Income Fund Enters Standstill Agreement with Saba Capital Management
BlackRock Municipal Income Fund, Inc. recently disclosed the signing of a standstill agreement with Saba Capital Management, L.P., and BlackRock Advisors, LLC. The agreement, formalized on January 20, 2025, includes obligations for... More of this article »
Smith Chas P & Associates PA Cpas Decreases Stock Position in Comcast Co. (NASDAQ:CMCSA)
Smith Chas P & Associates PA Cpas lowered its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 16.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Citigroup Inc. (NYSE:C) Shares Sold by Requisite Capital Management LLC
Requisite Capital Management LLC lowered its position in Citigroup Inc. (NYSE:C – Free Report) by 20.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
KFG Wealth Management LLC Buys 186 Shares of The Progressive Co. (NYSE:PGR)
KFG Wealth Management LLC raised its stake in The Progressive Co. (NYSE:PGR – Free Report) by 16.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,289 shares of the insurance provider’s... More of this article »
Patton Albertson Miller Group LLC Has $435,000 Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Patton Albertson Miller Group LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Regatta Capital Group LLC Buys 64 Shares of Amgen Inc. (NASDAQ:AMGN)
Regatta Capital Group LLC lifted its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,147 shares... More of this article »
Eagle Financial Services (OTCMKTS:EFSI) Announces Earnings Results
Eagle Financial Services (OTCMKTS:EFSI – Get Free Report) posted its quarterly earnings data on Friday. The financial services provider reported $0.87 earnings per share (EPS) for the quarter, Zacks reports. Eagle Financial Services... More of this article »
MFA Wealth Services Acquires Shares of 1,384 Eli Lilly and Company (NYSE:LLY)
MFA Wealth Services bought a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,384... More of this article »
Marshall Financial Group LLC Grows Stock Holdings in The Coca-Cola Company (NYSE:KO)
Marshall Financial Group LLC raised its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Harbour Energy (OTCMKTS:PMOIF) Shares Down 7% – Here’s What Happened
Harbour Energy plc (OTCMKTS:PMOIF – Get Free Report)’s stock price traded down 7% during mid-day trading on Friday . The company traded as low as $3.34 and last traded at $3.34. 798 shares were traded during mid-day trading,... More of this article »-logo-1200x675.png?v=20211206081858&w=240&h=220&zc=2){kind=logo}
Avaii Wealth Management LLC Makes New Investment in Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE)
Avaii Wealth Management LLC purchased a new position in Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
WEC Energy Group, Inc. (NYSE:WEC) Shares Sold by 1834 Investment Advisors Co.
1834 Investment Advisors Co. lessened its position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 10.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 73,655 shares of the utilities... More of this article »
Novare Capital Management LLC Has $393,000 Stake in Targa Resources Corp. (NYSE:TRGP)
Novare Capital Management LLC cut its stake in Targa Resources Corp. (NYSE:TRGP – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Novare Capital Management LLC Buys 9,767 Shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT)
Novare Capital Management LLC raised its stake in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Fort Henry Capital LLC Grows Stake in Vanguard Total International Bond ETF (NASDAQ:BNDX)
Fort Henry Capital LLC raised its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 5.9% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Jamison Private Wealth Management Inc. Buys 8,832 Shares of Chipotle Mexican Grill, Inc. (NYSE:CMG)
Jamison Private Wealth Management Inc. increased its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 841.1% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Acquired by Archford Capital Strategies LLC
Archford Capital Strategies LLC increased its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 24.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Embree Financial Group Decreases Stock Holdings in iShares Core High Dividend ETF (NYSEARCA:HDV)
Embree Financial Group lowered its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 40,799... More of this article »
Moody Lynn & Lieberson LLC Sells 1,520 Shares of Axon Enterprise, Inc. (NASDAQ:AXON)
Moody Lynn & Lieberson LLC cut its holdings in Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) by 16.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Vista Investment Partners LLC Invests $612,000 in Kimberly-Clark Co. (NYSE:KMB)
Vista Investment Partners LLC purchased a new stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
2,259 Shares in The Walt Disney Company (NYSE:DIS) Bought by CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC bought a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 2,259 shares... More of this article »
Marshall Financial Group LLC Makes New $919,000 Investment in Kinsale Capital Group, Inc. (NYSE:KNSL)
Marshall Financial Group LLC purchased a new stake in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Park Edge Advisors LLC Sells 67,898 Shares of Invesco International BuyBack Achievers ETF (NASDAQ:IPKW)
Park Edge Advisors LLC lowered its position in Invesco International BuyBack Achievers ETF (NASDAQ:IPKW – Free Report) by 83.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
First Citizens Bank & Trust Co. Decreases Holdings in Datadog, Inc. (NASDAQ:DDOG)
First Citizens Bank & Trust Co. cut its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 51.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
AlphaMark Advisors LLC Grows Holdings in Intercontinental Exchange, Inc. (NYSE:ICE)
AlphaMark Advisors LLC lifted its position in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV) Shares Sold by RTD Financial Advisors Inc.
RTD Financial Advisors Inc. trimmed its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 58,439... More of this article »
Kestrel Gold (CVE:KGC) Trading 33.3% Higher – Still a Buy?
Kestrel Gold Inc. (CVE:KGC – Get Free Report) shares traded up 33.3% during trading on Friday . The company traded as high as C$0.04 and last traded at C$0.04. 126,107 shares changed hands during mid-day trading, an increase... More of this article »
Jamison Private Wealth Management Inc. Reduces Holdings in Diageo plc (NYSE:DEO)
Jamison Private Wealth Management Inc. lowered its position in Diageo plc (NYSE:DEO – Free Report) by 2.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 5,669... More of this article »
Veralto Co. (NYSE:VLTO) Shares Sold by Regency Capital Management Inc. DE
Regency Capital Management Inc. DE lowered its holdings in shares of Veralto Co. (NYSE:VLTO – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Republic Bancorp (NASDAQ:RBCAA) Issues Quarterly Earnings Results, Misses Expectations By $0.22 EPS
Republic Bancorp (NASDAQ:RBCAA – Get Free Report) released its earnings results on Friday. The bank reported $0.98 EPS for the quarter, missing analysts’ consensus estimates of $1.20 by ($0.22), Zacks reports. Republic... More of this article »
Patton Albertson Miller Group LLC Invests $260,000 in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Patton Albertson Miller Group LLC acquired a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Echo Wealth Management LLC Has $20.08 Million Stock Holdings in JPMorgan Income ETF (NYSEARCA:JPIE)
Echo Wealth Management LLC lifted its holdings in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 1.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Cyndeo Wealth Partners LLC Takes Position in MicroStrategy Incorporated (NASDAQ:MSTR)
Cyndeo Wealth Partners LLC acquired a new stake in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Global Consumer Staples ETF (NYSEARCA:KXI) Sees Large Volume Increase – Here’s Why
iShares Global Consumer Staples ETF (NYSEARCA:KXI – Get Free Report) shares saw strong trading volume on Friday . 120,698 shares traded hands during trading, an increase of 162% from the previous session’s volume of 46,089... More of this article »
Geneos Wealth Management Inc. Sells 2,025 Shares of iShares Semiconductor ETF (NASDAQ:SOXX)
Geneos Wealth Management Inc. lessened its holdings in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 13.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
IVC Wealth Advisors LLC Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)
IVC Wealth Advisors LLC cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Anderson Hoagland & Co. Buys Shares of 14,634 Toyota Motor Co. (NYSE:TM)
Anderson Hoagland & Co. purchased a new position in Toyota Motor Co. (NYSE:TM – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »