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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 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 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 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 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 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 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 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 »
Image for Range Capital Acquisition Corp.’s Quiet Period Set To End  on January 29th (NASDAQ:RANGU)

Range Capital Acquisition Corp.’s Quiet Period Set To End on January 29th (NASDAQ:RANGU)

Range Capital Acquisition’s (NASDAQ:RANGU – Get Free Report) quiet period is set to end on Wednesday, January 29th. Range Capital Acquisition had issued 10,000,000 shares in its public offering on December 20th. The total... More of this article »
Image for Preferred Bank (PFBC) Expected to Announce Earnings on Monday

Preferred Bank (PFBC) Expected to Announce Earnings on Monday

Preferred Bank (NASDAQ:PFBC – Get Free Report) will likely be issuing its quarterly earnings data after the market closes on Monday, January 27th. Analysts expect the company to announce earnings of $2.42 per share and revenue... More of this article »
Image for Oracle Power (LON:ORCP)  Shares Down 5.9%   – Should You Sell?

Oracle Power (LON:ORCP) Shares Down 5.9% – Should You Sell?

Oracle Power plc (LON:ORCP – Get Free Report) dropped 5.9% on Thursday . The company traded as low as GBX 0.01 ($0.00) and last traded at GBX 0.02 ($0.00). Approximately 117,172,500 shares changed hands during trading, a decline... More of this article »
Image for Schroder Real Estate Invest (LON:SREI) Stock Passes Below 200 Day Moving Average   – What’s Next?

Schroder Real Estate Invest (LON:SREI) Stock Passes Below 200 Day Moving Average – What’s Next?

Schroder Real Estate Invest (LON:SREI – Get Free Report)’s stock price crossed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of GBX 49.30 ($0.62) and... More of this article »
Image for Hornby (LON:HRN) Shares Pass Above 200-Day Moving Average   – Here’s Why

Hornby (LON:HRN) Shares Pass Above 200-Day Moving Average – Here’s Why

Hornby PLC (LON:HRN – Get Free Report) crossed above its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of GBX 22.14 ($0.28) and traded as high as GBX 22.90 ($0.29).... More of this article »
Image for Fifth Third Bancorp Decreases Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Fifth Third Bancorp Decreases Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Fifth Third Bancorp lowered its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Dynamic Advisor Solutions LLC

SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC decreased its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 16.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Janney Montgomery Scott LLC Purchases 23,848 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Janney Montgomery Scott LLC Purchases 23,848 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Janney Montgomery Scott LLC lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 10.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »