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Image for Regatta Capital Group LLC Buys 31 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Regatta Capital Group LLC Buys 31 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Regatta Capital Group LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.4% 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 Alan B Lancz & Associates Inc. Sells 1,200 Shares of Comcast Co. (NASDAQ:CMCSA)

Alan B Lancz & Associates Inc. Sells 1,200 Shares of Comcast Co. (NASDAQ:CMCSA)

Alan B Lancz & Associates Inc. trimmed its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Hypera (OTCMKTS:HYPMY) Shares Pass Above Fifty Day Moving Average   – Here’s What Happened

Hypera (OTCMKTS:HYPMY) Shares Pass Above Fifty Day Moving Average – Here’s What Happened

Hypera S.A. (OTCMKTS:HYPMY – Get Free Report)’s share price crossed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $3.11 and traded as high as $3.15. Hypera shares... More of this article »
Image for Olympus (OTCMKTS:OCPNY) Shares Cross Below 200-Day Moving Average   – Here’s Why

Olympus (OTCMKTS:OCPNY) Shares Cross Below 200-Day Moving Average – Here’s Why

Olympus Co. (OTCMKTS:OCPNY – Get Free Report) passed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $18.00 and traded as low as $18.00. Olympus shares last... More of this article »
Image for Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Acquired by Geneos Wealth Management Inc.

Vanguard Mid-Cap ETF (NYSEARCA:VO) Shares Acquired by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. lifted its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Jamison Private Wealth Management Inc. Has $2.04 Million Stock Position in General Electric (NYSE:GE)

Jamison Private Wealth Management Inc. Has $2.04 Million Stock Position in General Electric (NYSE:GE)

Jamison Private Wealth Management Inc. boosted its position in General Electric (NYSE:GE – Free Report) by 1.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 12,199 shares of the conglomerate’s stock... More of this article »
Image for Lucara Diamond (TSE:LUC) Stock Price Crosses Below Two Hundred Day Moving Average   – Should You Sell?

Lucara Diamond (TSE:LUC) Stock Price Crosses Below Two Hundred Day Moving Average – Should You Sell?

Lucara Diamond Corp. (TSE:LUC – Get Free Report) crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of C$0.43 and traded as low as C$0.38. Lucara Diamond shares last traded... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) is Smith Chas P & Associates PA Cpas’ 10th Largest Position

UnitedHealth Group Incorporated (NYSE:UNH) is Smith Chas P & Associates PA Cpas’ 10th Largest Position

Smith Chas P & Associates PA Cpas lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.4% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Novo Nordisk A/S (NYSE:NVO) Stock Position Lowered by Juncture Wealth Strategies LLC

Novo Nordisk A/S (NYSE:NVO) Stock Position Lowered by Juncture Wealth Strategies LLC

Juncture Wealth Strategies LLC decreased its holdings in Novo Nordisk A/S (NYSE:NVO – Free Report) by 25.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,769 shares of the company’s stock after... More of this article »
Image for Applied Capital LLC FL Has $1.16 Million Position in Realty Income Co. (NYSE:O)

Applied Capital LLC FL Has $1.16 Million Position in Realty Income Co. (NYSE:O)

Applied Capital LLC FL lifted its position in shares of Realty Income Co. (NYSE:O – Free Report) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 21,676 shares of the real estate investment trust’s... More of this article »
Image for MKT Advisors LLC Acquires 42,445 Shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

MKT Advisors LLC Acquires 42,445 Shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

MKT Advisors LLC boosted its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 32.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Stablepoint Partners LLC Has $1.98 Million Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

Stablepoint Partners LLC Has $1.98 Million Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)

Stablepoint Partners LLC lowered its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Neptune Digital Assets (CVE:NDA) Trading 29% Higher   – Here’s Why

Neptune Digital Assets (CVE:NDA) Trading 29% Higher – Here’s Why

Neptune Digital Assets Corp. (CVE:NDA – Get Free Report) shares traded up 29% on Friday . The stock traded as high as C$2.24 and last traded at C$2.18. 5,148,632 shares changed hands during mid-day trading, an increase of 329%... More of this article »
Image for Embree Financial Group Invests $1.54 Million in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Embree Financial Group Invests $1.54 Million in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)

Embree Financial Group bought a new stake in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 41,576 shares of the... More of this article »
Image for Flagship Private Wealth LLC Invests $208,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Flagship Private Wealth LLC Invests $208,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Flagship Private Wealth LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Image for SPDR S&P Semiconductor ETF (NYSEARCA:XSD) Holdings Decreased by Affinity Wealth Management LLC

SPDR S&P Semiconductor ETF (NYSEARCA:XSD) Holdings Decreased by Affinity Wealth Management LLC

Affinity Wealth Management LLC trimmed its stake in shares of SPDR S&P Semiconductor ETF (NYSEARCA:XSD – Free Report) by 0.6% during the fourth quarter, Holdings Channel reports. The firm owned 8,000 shares of the company’s... More of this article »
Image for Crescent Grove Advisors LLC Buys 15,450 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Crescent Grove Advisors LLC Buys 15,450 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Crescent Grove Advisors LLC grew its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 99.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Moody Lynn & Lieberson LLC Sells 37,472 Shares of Ferguson plc (NASDAQ:FERG)

Moody Lynn & Lieberson LLC Sells 37,472 Shares of Ferguson plc (NASDAQ:FERG)

Moody Lynn & Lieberson LLC trimmed its stake in Ferguson plc (NASDAQ:FERG – Free Report) by 60.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for McCormick & Company, Incorporated (NYSE:MKC) Shares Purchased by KFG Wealth Management LLC

McCormick & Company, Incorporated (NYSE:MKC) Shares Purchased by KFG Wealth Management LLC

KFG Wealth Management LLC increased its stake in McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 5.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for R8 Capital Investments (LON:MODE) Sets New 1-Year Low  – Here’s Why

R8 Capital Investments (LON:MODE) Sets New 1-Year Low – Here’s Why

R8 Capital Investments plc (LON:MODE – Get Free Report)’s share price hit a new 52-week low during mid-day trading on Friday . The company traded as low as GBX 1.47 ($0.02) and last traded at GBX 1.67 ($0.02), with a volume... More of this article »
Image for 75,627 Shares in iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ) Acquired by Archford Capital Strategies LLC

75,627 Shares in iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ) Acquired by Archford Capital Strategies LLC

Archford Capital Strategies LLC bought a new position in shares of iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm bought 75,627 shares... More of this article »
Image for Marshall Financial Group LLC Boosts Stake in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)

Marshall Financial Group LLC Boosts Stake in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)

Marshall Financial Group LLC boosted its stake in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 1.8% during the 4th quarter, according to its most recent Form 13F filing... More of this article »
Image for Juncture Wealth Strategies LLC Boosts Stock Position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Juncture Wealth Strategies LLC Boosts Stock Position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Juncture Wealth Strategies LLC raised its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Jamison Private Wealth Management Inc. Takes $568,000 Position in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Jamison Private Wealth Management Inc. Takes $568,000 Position in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Jamison Private Wealth Management Inc. bought a new stake in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 22,670 shares of the company’s... More of this article »
Image for Andina Capital Management LLC Sells 206 Shares of TopBuild Corp. (NYSE:BLD)

Andina Capital Management LLC Sells 206 Shares of TopBuild Corp. (NYSE:BLD)

Andina Capital Management LLC reduced its position in TopBuild Corp. (NYSE:BLD – Free Report) by 23.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 689 shares of the construction company’s... More of this article »
Image for Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH) Shares Sold by Andina Capital Management LLC

Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH) Shares Sold by Andina Capital Management LLC

Andina Capital Management LLC lessened its stake in Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH – Free Report) by 76.1% during the 4th quarter, HoldingsChannel reports. The firm owned 54,006 shares of the company’s... More of this article »
Image for iShares Core MSCI EAFE ETF (BATS:IEFA) is Affiance Financial LLC’s 5th Largest Position

iShares Core MSCI EAFE ETF (BATS:IEFA) is Affiance Financial LLC’s 5th Largest Position

Affiance Financial LLC raised its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 236,401 shares... More of this article »
Image for Archford Capital Strategies LLC Has $1.37 Million Stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Archford Capital Strategies LLC Has $1.37 Million Stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Archford Capital Strategies LLC decreased its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) by 4.5% in the 4th quarter, Holdings Channel reports. The fund owned 57,028 shares... More of this article »
Image for Arkfeld Wealth Strategies L.L.C. Cuts Holdings in Toast, Inc. (NYSE:TOST)

Arkfeld Wealth Strategies L.L.C. Cuts Holdings in Toast, Inc. (NYSE:TOST)

Arkfeld Wealth Strategies L.L.C. lowered its stake in shares of Toast, Inc. (NYSE:TOST – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 108,440 shares of the company’s... More of this article »
Image for Archford Capital Strategies LLC Increases Position in Cencora, Inc. (NYSE:COR)

Archford Capital Strategies LLC Increases Position in Cencora, Inc. (NYSE:COR)

Archford Capital Strategies LLC lifted its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 1.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 16,049 shares of the company’s stock... More of this article »
Image for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV) Shares Bought by Precedent Wealth Partners LLC

Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV) Shares Bought by Precedent Wealth Partners LLC

Precedent Wealth Partners LLC grew its holdings in Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV – Free Report) by 4.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 74,202 shares... More of this article »
Image for Tributary Capital Management LLC Sells 595 Shares of CME Group Inc. (NASDAQ:CME)

Tributary Capital Management LLC Sells 595 Shares of CME Group Inc. (NASDAQ:CME)

Tributary Capital Management LLC cut its holdings in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 23.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Abbott Laboratories (NYSE:ABT) Holdings Decreased by Dynamic Advisor Solutions LLC

Abbott Laboratories (NYSE:ABT) Holdings Decreased by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC reduced its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 15.2% in the 4th quarter, Holdings Channel reports. The fund owned 25,028 shares of the healthcare product maker’s stock... More of this article »
Image for AEGON ASSET MANAGEMENT UK Plc Increases Position in Manulife Financial Co. (NYSE:MFC)

AEGON ASSET MANAGEMENT UK Plc Increases Position in Manulife Financial Co. (NYSE:MFC)

AEGON ASSET MANAGEMENT UK Plc grew its position in Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 14.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for i-80 Gold Corp. (NYSE:IAUX) Receives Consensus Rating of “Moderate Buy” from Analysts

i-80 Gold Corp. (NYSE:IAUX) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of i-80 Gold Corp. (NYSE:IAUX – Get Free Report) have received an average rating of “Moderate Buy” from the four brokerages that are presently covering the firm, Marketbeat Ratings reports. Three investment... More of this article »
Image for Northwest Biotherapeutics (OTCMKTS:NWBO) & NeuroBo Pharmaceuticals (NASDAQ:NRBO) Head-To-Head Review

Northwest Biotherapeutics (OTCMKTS:NWBO) & NeuroBo Pharmaceuticals (NASDAQ:NRBO) Head-To-Head Review

NeuroBo Pharmaceuticals (NASDAQ:NRBO – Get Free Report) and Northwest Biotherapeutics (OTCMKTS:NWBO – Get Free Report) are both small-cap medical companies, but which is the superior investment? We will contrast the two... More of this article »
Image for Neptune Digital Assets (CVE:NDA) Trading 17.8% Higher   – Should You Buy?

Neptune Digital Assets (CVE:NDA) Trading 17.8% Higher – Should You Buy?

Shares of Neptune Digital Assets Corp. (CVE:NDA – Get Free Report) were up 17.8% during trading on Friday . The company traded as high as C$2.00 and last traded at C$1.99. Approximately 1,526,675 shares changed hands during mid-day... More of this article »
Image for iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) Shares Purchased by Stewardship Advisors LLC

iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) Shares Purchased by Stewardship Advisors LLC

Stewardship Advisors LLC raised its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) by 33.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,670 shares of the company’s... More of this article »
Image for VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) Shares Acquired by Stewardship Advisors LLC

VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL) Shares Acquired by Stewardship Advisors LLC

Stewardship Advisors LLC boosted its stake in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) by 2.5% in the 4th quarter, Holdings Channel reports. The firm owned 106,385 shares of the company’s stock... More of this article »
Image for DGS Capital Management LLC Increases Position in Teekay Co. (NYSE:TK)

DGS Capital Management LLC Increases Position in Teekay Co. (NYSE:TK)

DGS Capital Management LLC lifted its holdings in shares of Teekay Co. (NYSE:TK – Free Report) by 13.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 43,909 shares of the shipping company’s stock after... More of this article »
Image for Linden Thomas Advisory Services LLC Has $1.25 Million Stock Position in Ralph Lauren Co. (NYSE:RL)

Linden Thomas Advisory Services LLC Has $1.25 Million Stock Position in Ralph Lauren Co. (NYSE:RL)

Linden Thomas Advisory Services LLC raised its stake in Ralph Lauren Co. (NYSE:RL – Free Report) by 3.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,417 shares of the textile maker’s... More of this article »
Image for Accel Wealth Management Sells 1,826 Shares of First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Accel Wealth Management Sells 1,826 Shares of First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Accel Wealth Management cut its stake in First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI – Free Report) by 13.7% in the 4th quarter, Holdings Channel reports. The firm owned 11,488 shares of the company’s... More of this article »
Image for Osisko Metals Incorporated (CVE:OM) Senior Officer Buys C$61,050.00 in Stock

Osisko Metals Incorporated (CVE:OM) Senior Officer Buys C$61,050.00 in Stock

Osisko Metals Incorporated (CVE:OM – Get Free Report) Senior Officer Blair David Zaritsky purchased 185,000 shares of Osisko Metals stock in a transaction that occurred on Tuesday, January 14th. The shares were acquired at an... More of this article »
Image for Non-Invasive Monitoring Systems (OTCMKTS:NIMU) Enters Into Promissory Note Agreement with Frost Gamma Investments Trust

Non-Invasive Monitoring Systems (OTCMKTS:NIMU) Enters Into Promissory Note Agreement with Frost Gamma Investments Trust

Non-Invasive Monitoring Systems, Inc. recently disclosed on January 23, 2025, that it entered into a notable financial agreement. The company secured a Promissory Note with Frost Gamma Investments Trust for a principal amount of $40,000.... More of this article »
Image for Park Lp Genesis II Sells 150,000 Shares of Redwire Co. (NYSE:RDW) Stock

Park Lp Genesis II Sells 150,000 Shares of Redwire Co. (NYSE:RDW) Stock

Redwire Co. (NYSE:RDW – Get Free Report) major shareholder Park Lp Genesis II sold 150,000 shares of the stock in a transaction on Tuesday, January 21st. The shares were sold at an average price of $19.61, for a total value of... More of this article »
Image for Sound Income Strategies LLC Purchases New Holdings in The Real Brokerage Inc. (NASDAQ:REAX)

Sound Income Strategies LLC Purchases New Holdings in The Real Brokerage Inc. (NASDAQ:REAX)

Sound Income Strategies LLC purchased a new position in shares of The Real Brokerage Inc. (NASDAQ:REAX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased... More of this article »
Image for RFG Advisory LLC Boosts Holdings in Aflac Incorporated (NYSE:AFL)

RFG Advisory LLC Boosts Holdings in Aflac Incorporated (NYSE:AFL)

RFG Advisory LLC increased its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 25.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Inspire Investing LLC Has $402,000 Holdings in Blackbaud, Inc. (NASDAQ:BLKB)

Inspire Investing LLC Has $402,000 Holdings in Blackbaud, Inc. (NASDAQ:BLKB)

Inspire Investing LLC lifted its position in Blackbaud, Inc. (NASDAQ:BLKB – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,445 shares... More of this article »
Image for Rayonier Inc. (NYSE:RYN) Shares Bought by Inspire Investing LLC

Rayonier Inc. (NYSE:RYN) Shares Bought by Inspire Investing LLC

Inspire Investing LLC lifted its position in shares of Rayonier Inc. (NYSE:RYN – Free Report) by 20.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Avior Wealth Management LLC Reduces Holdings in SiteOne Landscape Supply, Inc. (NYSE:SITE)

Avior Wealth Management LLC Reduces Holdings in SiteOne Landscape Supply, Inc. (NYSE:SITE)

Avior Wealth Management LLC lowered its position in SiteOne Landscape Supply, Inc. (NYSE:SITE – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »