Home » Author Archive
Union Pacific Co. (NYSE:UNP) Shares Sold by MBE Wealth Management LLC
MBE Wealth Management LLC lessened its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Xcel Brands, Inc. (NASDAQ:XELB) Short Interest Up 366.2% in January
Xcel Brands, Inc. (NASDAQ:XELB – Get Free Report) was the target of a significant increase in short interest in January. As of January 15th, there was short interest totalling 412,100 shares, an increase of 366.2% from the December... More of this article »
Jeppson Wealth Management LLC Increases Position in Adobe Inc. (NASDAQ:ADBE)
Jeppson Wealth Management LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Extended Market ETF (NYSEARCA:VXF) is Charter Oak Capital Management LLC’s 4th Largest Position
Charter Oak Capital Management LLC trimmed its position in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 3.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Patrick M Sweeney & Associates Inc. Has $693,000 Stock Holdings in Accenture plc (NYSE:ACN)
Patrick M Sweeney & Associates Inc. grew its position in shares of Accenture plc (NYSE:ACN – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
The Boeing Company (NYSE:BA) Shares Acquired by Diamant Asset Management Inc.
Diamant Asset Management Inc. increased its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
DA Davidson Has Lowered Expectations for Midland States Bancorp (NASDAQ:MSBI) Stock Price
Midland States Bancorp (NASDAQ:MSBI – Get Free Report) had its price objective reduced by analysts at DA Davidson from $27.00 to $21.00 in a report released on Tuesday,Benzinga reports. The firm presently has a “neutral”... More of this article »
Patriot Financial Group Insurance Agency LLC Buys 41,412 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Patriot Financial Group Insurance Agency LLC increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 218.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Becton, Dickinson and Company (NYSE:BDX) Shares Sold by Matrix Asset Advisors Inc. NY
Matrix Asset Advisors Inc. NY cut its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 86.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Slow Capital Inc. Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Slow Capital Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Bensler LLC Has $8.09 Million Position in MercadoLibre, Inc. (NASDAQ:MELI)
Bensler LLC lifted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 3.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,756... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Bensler LLC
Bensler LLC reduced its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 42,431 shares... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Sells 350 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Town & Country Bank & Trust CO dba First Bankers Trust CO lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 8.0% during the 4th quarter, according to the company... More of this article »
Greenup Street Wealth Management LLC Raises Position in iShares Floating Rate Bond ETF (BATS:FLOT)
Greenup Street Wealth Management LLC lifted its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 11.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Curran Financial Partners LLC Grows Holdings in AbbVie Inc. (NYSE:ABBV)
Curran Financial Partners LLC boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 22.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Roblox’s (RBLX) Overweight Rating Reaffirmed at Piper Sandler
Roblox (NYSE:RBLX – Get Free Report)‘s stock had its “overweight” rating reiterated by analysts at Piper Sandler in a research report issued to clients and investors on Tuesday,Benzinga reports. They currently... More of this article »
Hutchens & Kramer Investment Management Group LLC Raises Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Hutchens & Kramer Investment Management Group LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 4.4% in the fourth quarter, according to its most recent 13F filing with the... More of this article »
Narwhal Capital Management Reduces Position in Costco Wholesale Co. (NASDAQ:COST)
Narwhal Capital Management decreased its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 14.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Stonegate Investment Group LLC Acquires 6,362 Shares of Prologis, Inc. (NYSE:PLD)
Stonegate Investment Group LLC boosted its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 1.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 570,343... More of this article »
Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Reduced by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 22.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Diamcor Mining (CVE:DMI) Stock Price Up 25% – Should You Buy?
Diamcor Mining Inc. (CVE:DMI – Get Free Report)’s share price shot up 25% during trading on Tuesday . The company traded as high as C$0.03 and last traded at C$0.03. 404,620 shares changed hands during trading, an increase... More of this article »
Drive Wealth Management LLC Has $444,000 Stock Position in American Express (NYSE:AXP)
Drive Wealth Management LLC lifted its holdings in shares of American Express (NYSE:AXP – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Perigon Wealth Management LLC Acquires 3,444 Shares of Avantis International Equity ETF (NYSEARCA:AVDE)
Perigon Wealth Management LLC grew its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Patrick M Sweeney & Associates Inc. Has $555,000 Stock Position in Medtronic plc (NYSE:MDT)
Patrick M Sweeney & Associates Inc. lifted its stake in Medtronic plc (NYSE:MDT – Free Report) by 7.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Prospect Financial Services LLC Purchases New Stake in SoFi Technologies, Inc. (NASDAQ:SOFI)
Prospect Financial Services LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Proathlete Wealth Management LLC Purchases 32 Shares of Stryker Co. (NYSE:SYK)
Proathlete Wealth Management LLC lifted its position in Stryker Co. (NYSE:SYK – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Tamar Securities LLC Acquires 1,081 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)
Tamar Securities LLC raised its holdings in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Perigon Wealth Management LLC Increases Stake in HashiCorp, Inc. (NASDAQ:HCP)
Perigon Wealth Management LLC increased its position in shares of HashiCorp, Inc. (NASDAQ:HCP – Free Report) by 42.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Phillips 66 (NYSE:PSX) Shares Sold by Mattern Wealth Management LLC
Mattern Wealth Management LLC lowered its holdings in Phillips 66 (NYSE:PSX – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Datametrex AI (CVE:DM) Trading Down 20% – What’s Next?
Datametrex AI Limited (CVE:DM – Get Free Report) was down 20% on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.01. Approximately 253,530 shares were traded during trading, a decline of 60% from the average... More of this article »
Matthews International Capital Management LLC Lowers Holdings in MercadoLibre, Inc. (NASDAQ:MELI)
Matthews International Capital Management LLC reduced its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 56.2% during the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Jeppson Wealth Management LLC Has $501,000 Stake in The Clorox Company (NYSE:CLX)
Jeppson Wealth Management LLC reduced its holdings in The Clorox Company (NYSE:CLX – Free Report) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,083 shares... More of this article »
Revolve Wealth Partners LLC Acquires New Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Revolve Wealth Partners LLC purchased a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Eaton Co. plc (NYSE:ETN) Stock Holdings Trimmed by Hutchens & Kramer Investment Management Group LLC
Hutchens & Kramer Investment Management Group LLC lessened its position in Eaton Co. plc (NYSE:ETN – Free Report) by 7.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Prologis, Inc. (NYSE:PLD) Shares Sold by VCI Wealth Management LLC
VCI Wealth Management LLC reduced its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 10.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Fortress Wealth Management Inc. Buys 30,569 Shares of Saba Closed-End Funds ETF (BATS:CEFS)
Fortress Wealth Management Inc. lifted its position in shares of Saba Closed-End Funds ETF (BATS:CEFS – Free Report) by 9.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
TRU Independence Asset Management 2 LLC Buys New Holdings in Grayscale Bitcoin Trust (NYSEARCA:GBTC)
TRU Independence Asset Management 2 LLC purchased a new position in shares of Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Charter Oak Capital Management LLC Has $5.75 Million Stock Position in Vanguard ESG US Stock ETF (BATS:ESGV)
Charter Oak Capital Management LLC lessened its stake in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Buffington Mohr McNeal Sells 1,744 Shares of Abbott Laboratories (NYSE:ABT)
Buffington Mohr McNeal trimmed its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 71,684 shares... More of this article »
Sterling Investment Counsel LLC Lowers Stock Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Sterling Investment Counsel LLC cut its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 82.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
ABS Direct Equity Fund LLC Has $3.10 Million Stock Position in América Móvil, S.A.B. de C.V. (NYSE:AMX)
ABS Direct Equity Fund LLC decreased its holdings in shares of América Móvil, S.A.B. de C.V. (NYSE:AMX – Free Report) by 47.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Uber Technologies, Inc. (NYSE:UBER) Shares Bought by Griffin Asset Management Inc.
Griffin Asset Management Inc. lifted its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 53.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Sound Stewardship LLC Acquires 216 Shares of Commerce Bancshares, Inc. (NASDAQ:CBSH)
Sound Stewardship LLC raised its holdings in shares of Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Nilsine Partners LLC Purchases 97 Shares of Northrop Grumman Co. (NYSE:NOC)
Nilsine Partners LLC grew its position in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Sheridan Capital Management LLC Has $3.19 Million Position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)
Sheridan Capital Management LLC increased its holdings in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Wealth Forward LLC Grows Stake in Devon Energy Co. (NYSE:DVN)
Wealth Forward LLC raised its position in Devon Energy Co. (NYSE:DVN – Free Report) by 11.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 6,904 shares of the energy company’s... More of this article »
Wealth Forward LLC Has $17.68 Million Stake in iShares S&P 100 ETF (NYSEARCA:OEF)
Wealth Forward LLC increased its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Linden Thomas Advisory Services LLC Has $3.89 Million Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Linden Thomas Advisory Services LLC lowered its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »