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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 »
Archford Capital Strategies LLC Sells 6,007 Shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE)
Archford Capital Strategies LLC trimmed its holdings in Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Free Report) by 3.7% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Duncan Williams Asset Management LLC Has $37.52 Million Holdings in Vanguard Growth ETF (NYSEARCA:VUG)
Duncan Williams Asset Management LLC raised its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 7.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Affiance Financial LLC Boosts Stock Holdings in InspireMD, Inc. (NYSE:NSPR)
Affiance Financial LLC raised its holdings in InspireMD, Inc. (NYSE:NSPR – Free Report) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
TTP Investments Inc. Increases Stock Position in Simon Property Group, Inc. (NYSE:SPG)
TTP Investments Inc. lifted its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 67.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Videndum (LON:VID) Hits New 12-Month Low – Here’s Why
Videndum Plc (LON:VID – Get Free Report) hit a new 52-week low on Friday . The stock traded as low as GBX 125 ($1.56) and last traded at GBX 128 ($1.60), with a volume of 37983 shares. The stock had previously closed at GBX 127... More of this article »
Xencor (NASDAQ:XNCR) Shares Down 3.9% – What’s Next?
Xencor, Inc. (NASDAQ:XNCR – Get Free Report)’s stock price traded down 3.9% during trading on Friday . The company traded as low as $19.70 and last traded at $19.66. 67,569 shares were traded during mid-day trading, a... More of this article »
Jacksonville Wealth Management LLC Makes New $394,000 Investment in Paycom Software, Inc. (NYSE:PAYC)
Jacksonville Wealth Management LLC bought a new stake in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Toth Financial Advisory Corp Sells 1,265 Shares of The Williams Companies, Inc. (NYSE:WMB)
Toth Financial Advisory Corp trimmed its holdings in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 50.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Patton Albertson Miller Group LLC Sells 755 Shares of Kimberly-Clark Co. (NYSE:KMB)
Patton Albertson Miller Group LLC reduced its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 11.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Patton Albertson Miller Group LLC Raises Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)
Patton Albertson Miller Group LLC increased its position in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 2.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 42,722... More of this article »
DA Davidson Lowers Comerica (NYSE:CMA) Price Target to $67.00
Comerica (NYSE:CMA – Free Report) had its price target cut by DA Davidson from $71.00 to $67.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have a neutral rating on the financial services... More of this article »
Juncture Wealth Strategies LLC Acquires Shares of 2,800 Moelis & Company (NYSE:MC)
Juncture Wealth Strategies LLC purchased a new stake in shares of Moelis & Company (NYSE:MC – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
10,652 Shares in Global X Silver Miners ETF (NYSEARCA:SIL) Acquired by Juncture Wealth Strategies LLC
Juncture Wealth Strategies LLC purchased a new stake in Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 10,652 shares of the company’s... More of this article »
Flagship Harbor Advisors LLC Raises Holdings in VanEck Semiconductor ETF (NASDAQ:SMH)
Flagship Harbor Advisors LLC increased its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 50.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 12,364 shares... More of this article »
Nuveen ESG Large-Cap Growth ETF (BATS:NULG) Stock Position Reduced by Stewardship Advisors LLC
Stewardship Advisors LLC trimmed its position in Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 76.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Dynamic Advisor Solutions LLC Has $1.85 Million Stock Position in Constellation Brands, Inc. (NYSE:STZ)
Dynamic Advisor Solutions LLC trimmed its position in shares of Constellation Brands, Inc. (NYSE:STZ – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Endeavor Private Wealth Inc. Invests $50,000 in Johnson & Johnson (NYSE:JNJ)
Endeavor Private Wealth Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
CFS Investment Advisory Services LLC Invests $207,000 in Xcel Energy Inc. (NASDAQ:XEL)
CFS Investment Advisory Services LLC bought a new stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cadence Bank (NYSE:CADE) Stock Position Raised by RFG Advisory LLC
RFG Advisory LLC lifted its stake in shares of Cadence Bank (NYSE:CADE – Free Report) by 336.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Consolidated Edison, Inc. (NYSE:ED) Shares Sold by Grimes & Company Inc.
Grimes & Company Inc. decreased its stake in Consolidated Edison, Inc. (NYSE:ED – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
8,255 Shares in iShares U.S. Healthcare Providers ETF (NYSEARCA:IHF) Bought by Grimes & Company Inc.
Grimes & Company Inc. acquired a new position in shares of iShares U.S. Healthcare Providers ETF (NYSEARCA:IHF – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Stem, Inc. (NYSE:STEM) Receives $1.38 Average PT from Analysts
Shares of Stem, Inc. (NYSE:STEM – Get Free Report) have been assigned a consensus rating of “Hold” from the eight analysts that are covering the firm, MarketBeat reports. Six investment analysts have rated the stock... More of this article »