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Diversify Advisory Services LLC Sells 9,724 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
Diversify Advisory Services LLC reduced its position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 4.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Diversify Wealth Management LLC Grows Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Diversify Wealth Management LLC increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cascade Investment Group Inc. Buys 371 Shares of Chevron Co. (NYSE:CVX)
Cascade Investment Group Inc. grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,353 shares... More of this article »
Thrive Wealth Management LLC Has $684,000 Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)
Thrive Wealth Management LLC grew its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 76.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Veery Capital LLC Has $699,000 Position in Visa Inc. (NYSE:V)
Veery Capital LLC grew its position in shares of Visa Inc. (NYSE:V – Free Report) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Gilman Hill Asset Management LLC Acquires 15,800 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)
Gilman Hill Asset Management LLC boosted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 225.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
HB Wealth Management LLC Boosts Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
HB Wealth Management LLC boosted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 33.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Mandatum Life Insurance Co Ltd Boosts Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Mandatum Life Insurance Co Ltd boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Diversify Advisory Services LLC Sells 19,605 Shares of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP)
Diversify Advisory Services LLC lowered its stake in shares of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Diversify Wealth Management LLC Has $4.23 Million Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Diversify Wealth Management LLC reduced its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Triangle Securities Wealth Management Reduces Holdings in Alphabet Inc. (NASDAQ:GOOG)
Triangle Securities Wealth Management lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,424... More of this article »
Smart Money Group LLC Boosts Holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM)
Smart Money Group LLC lifted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 3.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Smart Money Group LLC Has $3.87 Million Stock Position in Van Eck Merk Gold Trust (NYSEARCA:OUNZ)
Smart Money Group LLC raised its position in Van Eck Merk Gold Trust (NYSEARCA:OUNZ – Free Report) by 15.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 153,016 shares of the company’s... More of this article »
City Holding Co. Reduces Position in AbbVie Inc. (NYSE:ABBV)
City Holding Co. reduced its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,097... More of this article »
First Real Estate Investment Trust of New Jersey Announces First Quarter Dividend Declaration
First Real Estate Investment Trust of New Jersey, Inc. (OTCMKTS:FREVS) revealed in a recent filing with the Securities and Exchange Commission that its Board of Directors has declared a first quarter dividend of $0.08 per share on... More of this article »
Clarius Group LLC Grows Stock Position in TransDigm Group Incorporated (NYSE:TDG)
Clarius Group LLC boosted its position in shares of TransDigm Group Incorporated (NYSE:TDG – Free Report) by 11.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Client 1ST Advisory Group LLC Makes New Investment in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
Client 1ST Advisory Group LLC bought a new stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – 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 »
Clarius Group LLC Lowers Stock Position in Marathon Petroleum Co. (NYSE:MPC)
Clarius Group LLC trimmed its position in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Ellsworth Advisors LLC Buys 1,582 Shares of HealthStream, Inc. (NASDAQ:HSTM)
Ellsworth Advisors LLC boosted its stake in shares of HealthStream, Inc. (NASDAQ:HSTM – Free Report) by 7.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,617 shares of the... More of this article »
Ellsworth Advisors LLC Has $6.14 Million Position in Paychex, Inc. (NASDAQ:PAYX)
Ellsworth Advisors LLC raised its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 43,777 shares of the business... More of this article »
IES Holdings, Inc. (NASDAQ:IESC) Shares Sold by Annex Advisory Services LLC
Annex Advisory Services LLC lowered its stake in shares of IES Holdings, Inc. (NASDAQ:IESC – Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Analysts Set TFI International Inc. (NYSE:TFII) PT at $169.19
TFI International Inc. (NYSE:TFII – Get Free Report) has been given an average rating of “Moderate Buy” by the seventeen ratings firms that are presently covering the stock, MarketBeat Ratings reports. Six research... More of this article »
Mandatum Life Insurance Co Ltd Has $564,000 Stock Position in Oaktree Specialty Lending Co. (NASDAQ:OCSL)
Mandatum Life Insurance Co Ltd increased its holdings in Oaktree Specialty Lending Co. (NASDAQ:OCSL – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Romano Brothers AND Company Cuts Position in Comcast Co. (NASDAQ:CMCSA)
Romano Brothers AND Company lowered its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 35.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Hall Laurie J Trustee Boosts Stock Holdings in Amphenol Co. (NYSE:APH)
Hall Laurie J Trustee grew its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 1.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 89,819 shares... More of this article »
Wallington Asset Management LLC Has $18.98 Million Position in Meta Platforms, Inc. (NASDAQ:META)
Wallington Asset Management LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Kaydan Wealth Management Inc. Has $893,000 Stock Position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)
Kaydan Wealth Management Inc. cut its stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 7.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Kennicott Capital Management LLC
Kennicott Capital Management LLC reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 31.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Analysts Set PBF Energy Inc. (NYSE:PBF) Price Target at $32.00
PBF Energy Inc. (NYSE:PBF – Get Free Report) has earned an average rating of “Reduce” from the fifteen analysts that are currently covering the company, Marketbeat reports. Six investment analysts have rated the... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) Holdings Cut by InTrack Investment Management Inc
InTrack Investment Management Inc trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Aaron Wealth Advisors LLC Grows Stock Holdings in Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG)
Aaron Wealth Advisors LLC grew its position in Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG – Free Report) by 9.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) Shares Bought by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC lifted its holdings in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 93.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Insider Selling: GoDaddy Inc. (NYSE:GDDY) CFO Sells $88,427.04 in Stock
GoDaddy Inc. (NYSE:GDDY – Get Free Report) CFO Mark Mccaffrey sold 624 shares of the company’s stock in a transaction that occurred on Tuesday, July 2nd. The stock was sold at an average price of $141.71, for a total value... More of this article »
First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL) Shares Sold by Ameritas Advisory Services LLC
Ameritas Advisory Services LLC lessened its position in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 1.4% in the 4th quarter, according to its most recent filing with the Securities... More of this article »
B & T Capital Management DBA Alpha Capital Management Sells 754 Shares of Meta Platforms, Inc. (NASDAQ:META)
B & T Capital Management DBA Alpha Capital Management lowered its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Arthur M. Cohen & Associates LLC Sells 1,048 Shares of Tesla, Inc. (NASDAQ:TSLA)
Arthur M. Cohen & Associates LLC lowered its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 20.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Ingevity Co. (NYSE:NGVT) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
Ingevity Co. (NYSE:NGVT – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the six research firms that are presently covering the firm, MarketBeat.com reports. Three analysts have... More of this article »
Hewlett Packard Enterprise (NYSE:HPE) Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC grew its stake in shares of Hewlett Packard Enterprise (NYSE:HPE – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Sanibel Captiva Trust Company Inc. Sells 1,718 Shares of GSK plc (NYSE:GSK)
Sanibel Captiva Trust Company Inc. cut its stake in shares of GSK plc (NYSE:GSK – Free Report) by 10.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Premier Path Wealth Partners LLC Trims Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Premier Path Wealth Partners LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 8.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Brooklyn Investment Group Makes New $76,000 Investment in Vanguard Growth ETF (NYSEARCA:VUG)
Brooklyn Investment Group acquired a new stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Janus Henderson Group plc (NYSE:JHG) Receives $44.75 Average Price Target from Brokerages
Janus Henderson Group plc (NYSE:JHG – Get Free Report) has received a consensus rating of “Hold” from the eight analysts that are covering the company, MarketBeat reports. Seven analysts have rated the stock with... More of this article »
State Street (NYSE:STT) Downgraded to “Hold” Rating by StockNews.com
StockNews.com lowered shares of State Street (NYSE:STT – Free Report) from a buy rating to a hold rating in a research report sent to investors on Friday. Several other analysts also recently issued reports on STT. Wells Fargo... More of this article »
Houlihan Lokey, Inc. (NYSE:HLI) Short Interest Up 18.3% in December
Houlihan Lokey, Inc. (NYSE:HLI – Get Free Report) was the target of a significant growth in short interest in December. As of December 31st, there was short interest totalling 819,900 shares, a growth of 18.3% from the December... More of this article »
EverCommerce Inc. (NASDAQ:EVCM) Short Interest Update
EverCommerce Inc. (NASDAQ:EVCM – Get Free Report) was the recipient of a significant decline in short interest in December. As of December 31st, there was short interest totalling 570,400 shares, a decline of 6.7% from the December... More of this article »
Short Interest in Lineage Cell Therapeutics, Inc. (NYSEAMERICAN:LCTX) Rises By 13.5%
Lineage Cell Therapeutics, Inc. (NYSEAMERICAN:LCTX – Get Free Report) was the target of a large growth in short interest in the month of December. As of December 31st, there was short interest totalling 26,030,000 shares, a... More of this article »
Journey Medical Co. (NASDAQ:DERM) Sees Significant Increase in Short Interest
Journey Medical Co. (NASDAQ:DERM – Get Free Report) saw a significant growth in short interest in December. As of December 31st, there was short interest totalling 76,800 shares, a growth of 14.8% from the December 15th total... More of this article »
First Bank (NASDAQ:FRBA) Short Interest Update
First Bank (NASDAQ:FRBA – Get Free Report) was the target of a large drop in short interest in December. As of December 31st, there was short interest totalling 42,000 shares, a drop of 6.5% from the December 15th total of 44,900... More of this article »