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Image for Geneos Wealth Management Inc. Sells 99 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

Geneos Wealth Management Inc. Sells 99 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

Geneos Wealth Management Inc. decreased its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for BrightPath Early Learning (CVE:BPE) Share Price Passes Below 200-Day Moving Average   – What’s Next?

BrightPath Early Learning (CVE:BPE) Share Price Passes Below 200-Day Moving Average – What’s Next?

BrightPath Early Learning Inc (CVE:BPE – Get Free Report)’s share price passed below its 200-day moving average during trading on Monday . The stock has a 200-day moving average of C$0.80 and traded as low as C$0.79. BrightPath... More of this article »
Image for ASGN (NYSE:ASGN) Share Price Crosses Below 200-Day Moving Average   – What’s Next?

ASGN (NYSE:ASGN) Share Price Crosses Below 200-Day Moving Average – What’s Next?

Shares of ASGN Incorporated (NYSE:ASGN – Get Free Report) crossed below its two hundred day moving average during trading on Monday . The stock has a two hundred day moving average of $91.73 and traded as low as $91.66. ASGN... More of this article »
Image for Pharos Energy plc (LON:PHAR) Insider Sue Rivett Purchases 3,798 Shares

Pharos Energy plc (LON:PHAR) Insider Sue Rivett Purchases 3,798 Shares

Pharos Energy plc (LON:PHAR – Get Free Report) insider Sue Rivett purchased 3,798 shares of the business’s stock in a transaction dated Monday, January 27th. The shares were acquired at an average price of GBX 26 ($0.32)... More of this article »
Image for Transcontinental Inc. (TSE:TCL.A) Given Average Rating of “Moderate Buy” by Brokerages

Transcontinental Inc. (TSE:TCL.A) Given Average Rating of “Moderate Buy” by Brokerages

Transcontinental Inc. (TSE:TCL.A – Get Free Report) has earned an average recommendation of “Moderate Buy” from the six research firms that are currently covering the stock, Marketbeat.com reports. One investment... More of this article »
Image for Independent Bank Group (NASDAQ:IBTX) Earns Sell Rating from Analysts at StockNews.com

Independent Bank Group (NASDAQ:IBTX) Earns Sell Rating from Analysts at StockNews.com

StockNews.com started coverage on shares of Independent Bank Group (NASDAQ:IBTX – Free Report) in a report issued on Saturday. The firm issued a sell rating on the bank’s stock. IBTX has been the topic of several other... More of this article »
Image for Lam Research (LRCX) Projected to Post Earnings on Wednesday

Lam Research (LRCX) Projected to Post Earnings on Wednesday

Lam Research (NASDAQ:LRCX – Get Free Report) is projected to post its quarterly earnings results after the market closes on Wednesday, January 29th. Analysts expect Lam Research to post earnings of $0.87 per share and revenue... More of this article »
Image for BlackLine (NASDAQ:BL) Rating Increased to Buy at StockNews.com

BlackLine (NASDAQ:BL) Rating Increased to Buy at StockNews.com

BlackLine (NASDAQ:BL – Get Free Report) was upgraded by equities research analysts at StockNews.com from a “hold” rating to a “buy” rating in a note issued to investors on Monday. BL has been the topic... More of this article »
Image for Permex Petroleum (OILCF) versus Its Rivals Critical Contrast

Permex Petroleum (OILCF) versus Its Rivals Critical Contrast

Institutional and Insider Ownership 9.5% of Permex Petroleum shares are held by institutional investors. Comparatively, 56.8% of shares of all “Drilling oil & gas wells” companies are held by institutional investors.... More of this article »
Image for iOThree Ltd. (IOTR) to Raise $13 Million in IPO

iOThree Ltd. (IOTR) to Raise $13 Million in IPO

iOThree Ltd. (IOTR) is planning to raise $13 million in an initial public offering (IPO) on Friday, January 31st, IPO Scoop reports. The company will be issuing 2,600,000 shares at a price of $4.00-$6.00 per share. In the last twelve... More of this article »
Image for Equity LifeStyle Properties (NYSE:ELS) Updates Q1 2025 Earnings Guidance

Equity LifeStyle Properties (NYSE:ELS) Updates Q1 2025 Earnings Guidance

Equity LifeStyle Properties (NYSE:ELS – Get Free Report) updated its first quarter 2025 earnings guidance on Monday. The company provided EPS guidance of 0.800-0.860 for the period, compared to the consensus EPS estimate of 0.820.... More of this article »
Image for Salesforce, Inc. (NYSE:CRM) Shares Sold by Webster Bank N. A.

Salesforce, Inc. (NYSE:CRM) Shares Sold by Webster Bank N. A.

Webster Bank N. A. reduced its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Data I/O Corporation Appoints Garrett R. Larson to Its Board of Directors

Data I/O Corporation Appoints Garrett R. Larson to Its Board of Directors

Data I/O Corporation (NASDAQ:DAIO) announced the appointment of Garrett R. Larson to its Board of Directors on January 23, 2025. Alongside his appointment to the Board, Larson will also join the Audit Committee, Compensation Committee,... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Purchased by West Wealth Group LLC

McDonald’s Co. (NYSE:MCD) Shares Purchased by West Wealth Group LLC

West Wealth Group LLC raised its position in McDonald’s Co. (NYSE:MCD – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for JMP Securities Forecasts Strong Price Appreciation for Reddit (NYSE:RDDT) Stock

JMP Securities Forecasts Strong Price Appreciation for Reddit (NYSE:RDDT) Stock

Reddit (NYSE:RDDT – Get Free Report) had its price objective lifted by analysts at JMP Securities from $160.00 to $190.00 in a report issued on Monday,Benzinga reports. The brokerage currently has a “market outperform”... More of this article »
Image for CrowdStrike (NASDAQ:CRWD) Trading Up 0.3%  – Still a Buy?

CrowdStrike (NASDAQ:CRWD) Trading Up 0.3% – Still a Buy?

CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Get Free Report)’s share price traded up 0.3% during trading on Monday . The stock traded as high as $382.45 and last traded at $375.97. 1,118,729 shares were traded during trading,... More of this article »
Image for Hunter Perkins Capital Management LLC Sells 9,005 Shares of The Walt Disney Company (NYSE:DIS)

Hunter Perkins Capital Management LLC Sells 9,005 Shares of The Walt Disney Company (NYSE:DIS)

Hunter Perkins Capital Management LLC lessened its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 16.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Avidity Biosciences (NASDAQ:RNA) Trading Up 6%  – Time to Buy?

Avidity Biosciences (NASDAQ:RNA) Trading Up 6% – Time to Buy?

Shares of Avidity Biosciences, Inc. (NASDAQ:RNA – Get Free Report) traded up 6% on Monday . The company traded as high as $31.18 and last traded at $31.44. 122,179 shares traded hands during trading, a decline of 90% from the... More of this article »
Image for Peak Financial Management Inc. Sells 928 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Peak Financial Management Inc. Sells 928 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Peak Financial Management Inc. cut its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Kavar Capital Partners Group LLC Sells 947 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kavar Capital Partners Group LLC Sells 947 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Kavar Capital Partners Group LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for FedEx Co. (NYSE:FDX) Stock Position Trimmed by Baldwin Wealth Partners LLC MA

FedEx Co. (NYSE:FDX) Stock Position Trimmed by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA decreased its position in FedEx Co. (NYSE:FDX – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Kavar Capital Partners Group LLC Sells 125 Shares of McDonald’s Co. (NYSE:MCD)

Kavar Capital Partners Group LLC Sells 125 Shares of McDonald’s Co. (NYSE:MCD)

Kavar Capital Partners Group LLC reduced its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Eaton Co. plc (NYSE:ETN) Shares Sold by Ridgecrest Wealth Partners LLC

Eaton Co. plc (NYSE:ETN) Shares Sold by Ridgecrest Wealth Partners LLC

Ridgecrest Wealth Partners LLC trimmed its stake in Eaton Co. plc (NYSE:ETN – Free Report) by 29.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Aspen Technology (NASDAQ:AZPN) Reaches New 1-Year High  – Time to Buy?

Aspen Technology (NASDAQ:AZPN) Reaches New 1-Year High – Time to Buy?

Aspen Technology, Inc. (NASDAQ:AZPN – Get Free Report)’s share price reached a new 52-week high during trading on Monday . The stock traded as high as $263.64 and last traded at $263.40, with a volume of 327294 shares trading... More of this article »
Image for UBS Group Boosts Kinder Morgan (NYSE:KMI) Price Target to $38.00

UBS Group Boosts Kinder Morgan (NYSE:KMI) Price Target to $38.00

Kinder Morgan (NYSE:KMI – Get Free Report) had its target price hoisted by research analysts at UBS Group from $34.00 to $38.00 in a note issued to investors on Monday,Benzinga reports. The brokerage presently has a “buy”... More of this article »
Image for Valued Wealth Advisors LLC Buys 93 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Valued Wealth Advisors LLC Buys 93 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Valued Wealth Advisors LLC lifted its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 33.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for West Wealth Group LLC Boosts Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

West Wealth Group LLC Boosts Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

West Wealth Group LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 9.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Apexium Financial LP Raises Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Apexium Financial LP Raises Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Apexium Financial LP raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,154 shares of the company’s... More of this article »
Image for Curran Financial Partners LLC Grows Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Curran Financial Partners LLC Grows Holdings in Vanguard Growth ETF (NYSEARCA:VUG)

Curran Financial Partners LLC grew its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 24.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Eos Energy Enterprises (NASDAQ:EOSE) Successfully Secures Funding for Delayed Draw Term Loan

Eos Energy Enterprises (NASDAQ:EOSE) Successfully Secures Funding for Delayed Draw Term Loan

Eos Energy Enterprises, Inc. recently reported the successful achievement of its third set of performance milestones, leading to the full $40.5 million funding under the $210.5 million Delayed Draw Term Loan (DDTL). This accomplishment... More of this article »
Image for Foundations Investment Advisors LLC Acquires 14,691 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Foundations Investment Advisors LLC Acquires 14,691 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Foundations Investment Advisors LLC increased its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Position Lowered by Parsons Capital Management Inc. RI

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Position Lowered by Parsons Capital Management Inc. RI

Parsons Capital Management Inc. RI decreased its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 16.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for BWS Financial Reaffirms Buy Rating for Inter Parfums (NASDAQ:IPAR)

BWS Financial Reaffirms Buy Rating for Inter Parfums (NASDAQ:IPAR)

Inter Parfums (NASDAQ:IPAR – Get Free Report)‘s stock had its “buy” rating reissued by equities research analysts at BWS Financial in a report released on Monday,Benzinga reports. They presently have a $172.00... More of this article »
Image for Baldwin Wealth Partners LLC MA Increases Position in EOG Resources, Inc. (NYSE:EOG)

Baldwin Wealth Partners LLC MA Increases Position in EOG Resources, Inc. (NYSE:EOG)

Baldwin Wealth Partners LLC MA lifted its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 25.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 29,929... More of this article »
Image for Baldwin Wealth Partners LLC MA Has $6.29 Million Position in MSCI Inc. (NYSE:MSCI)

Baldwin Wealth Partners LLC MA Has $6.29 Million Position in MSCI Inc. (NYSE:MSCI)

Baldwin Wealth Partners LLC MA increased its holdings in shares of MSCI Inc. (NYSE:MSCI – Free Report) by 5.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Keefe, Bruyette & Woods Issues Positive Forecast for Customers Bancorp (NYSE:CUBI) Stock Price

Keefe, Bruyette & Woods Issues Positive Forecast for Customers Bancorp (NYSE:CUBI) Stock Price

Customers Bancorp (NYSE:CUBI – Get Free Report) had its price target hoisted by Keefe, Bruyette & Woods from $62.00 to $67.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has a “market... More of this article »
Image for Amgen Inc. (NASDAQ:AMGN) Shares Sold by Cornell Pochily Investment Advisors Inc.

Amgen Inc. (NASDAQ:AMGN) Shares Sold by Cornell Pochily Investment Advisors Inc.

Cornell Pochily Investment Advisors Inc. lowered its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Heirloom Wealth Management Trims Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Heirloom Wealth Management Trims Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Heirloom Wealth Management lessened its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Main Line Retirement Advisors LLC Makes New Investment in Capital Group International Core Equity ETF (NYSEARCA:CGIC)

Main Line Retirement Advisors LLC Makes New Investment in Capital Group International Core Equity ETF (NYSEARCA:CGIC)

Main Line Retirement Advisors LLC bought a new position in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for tru Independence LLC Lowers Stock Holdings in FedEx Co. (NYSE:FDX)

tru Independence LLC Lowers Stock Holdings in FedEx Co. (NYSE:FDX)

tru Independence LLC cut its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 5.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,194 shares... More of this article »
Image for Cornell Pochily Investment Advisors Inc. Sells 498 Shares of Welltower Inc. (NYSE:WELL)

Cornell Pochily Investment Advisors Inc. Sells 498 Shares of Welltower Inc. (NYSE:WELL)

Cornell Pochily Investment Advisors Inc. decreased its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Heirloom Wealth Management Has $9.60 Million Position in MercadoLibre, Inc. (NASDAQ:MELI)

Heirloom Wealth Management Has $9.60 Million Position in MercadoLibre, Inc. (NASDAQ:MELI)

Heirloom Wealth Management raised its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 65.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for waypoint wealth counsel Purchases 52,197 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

waypoint wealth counsel Purchases 52,197 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

waypoint wealth counsel lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 210.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Mount Yale Investment Advisors LLC Increases Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Mount Yale Investment Advisors LLC Increases Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Mount Yale Investment Advisors LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 32.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Petredis Investment Advisors LLC Lowers Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Petredis Investment Advisors LLC Lowers Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Petredis Investment Advisors LLC reduced its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for RTD Financial Advisors Inc. Raises Stock Position in Chevron Co. (NYSE:CVX)

RTD Financial Advisors Inc. Raises Stock Position in Chevron Co. (NYSE:CVX)

RTD Financial Advisors Inc. grew its holdings in Chevron Co. (NYSE:CVX – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,811 shares of the... More of this article »
Image for Hunter Perkins Capital Management LLC Sells 8,599 Shares of The Hartford Financial Services Group, Inc. (NYSE:HIG)

Hunter Perkins Capital Management LLC Sells 8,599 Shares of The Hartford Financial Services Group, Inc. (NYSE:HIG)

Hunter Perkins Capital Management LLC lowered its stake in The Hartford Financial Services Group, Inc. (NYSE:HIG – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Peak Financial Management Inc. Has $7.87 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peak Financial Management Inc. Has $7.87 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peak Financial Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Mount Yale Investment Advisors LLC Increases Holdings in Hercules Capital, Inc. (NYSE:HTGC)

Mount Yale Investment Advisors LLC Increases Holdings in Hercules Capital, Inc. (NYSE:HTGC)

Mount Yale Investment Advisors LLC increased its stake in Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 11.7% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 147,542 shares of... More of this article »
Image for Parkside Investments LLC Sells 5,162 Shares of Brookfield Co. (NYSE:BN)

Parkside Investments LLC Sells 5,162 Shares of Brookfield Co. (NYSE:BN)

Parkside Investments LLC cut its stake in Brookfield Co. (NYSE:BN – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »