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Sysco Co. (NYSE:SYY) Shares Sold by Coho Partners Ltd.
Coho Partners Ltd. reduced its holdings in shares of Sysco Co. (NYSE:SYY – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Root Financial Partners LLC
Root Financial Partners LLC lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 33.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Catalyst Financial Partners LLC Purchases 71 Shares of Fiserv, Inc. (NYSE:FI)
Catalyst Financial Partners LLC boosted its position in Fiserv, Inc. (NYSE:FI – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Purchased by DHJJ Financial Advisors Ltd.
DHJJ Financial Advisors Ltd. lifted its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 200.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Family Capital Management Inc. Reduces Position in ProShares UltraPro QQQ (NASDAQ:TQQQ)
Family Capital Management Inc. lessened its holdings in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 2.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Values Added Financial LLC Raises Stock Holdings in CTO Realty Growth, Inc. (NYSE:CTO)
Values Added Financial LLC grew its stake in shares of CTO Realty Growth, Inc. (NYSE:CTO – Free Report) by 52.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO) Shares Purchased by Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC boosted its position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 4.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Tyler Technologies (NYSE:TYL) Announces Quarterly Earnings Results
Tyler Technologies (NYSE:TYL – Get Free Report) posted its quarterly earnings data on Wednesday. The technology company reported $1.87 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.44... More of this article »
New York State Teachers Retirement System Sells 109,289 Shares of Citigroup Inc. (NYSE:C)
New York State Teachers Retirement System lessened its holdings in Citigroup Inc. (NYSE:C – Free Report) by 6.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Vontobel Holding Ltd. Acquires 219,736 Shares of The Descartes Systems Group Inc. (NASDAQ:DSGX)
Vontobel Holding Ltd. boosted its holdings in shares of The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 104.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Vontobel Holding Ltd. Raises Holdings in Danaher Co. (NYSE:DHR)
Vontobel Holding Ltd. increased its position in Danaher Co. (NYSE:DHR – Free Report) by 1.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Vontobel Holding Ltd. Buys 16,713 Shares of The Walt Disney Company (NYSE:DIS)
Vontobel Holding Ltd. grew its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Penumbra, Inc. (NYSE:PEN) Short Interest Update
Penumbra, Inc. (NYSE:PEN – Get Free Report) was the target of a large drop in short interest in January. As of January 31st, there was short interest totalling 1,430,000 shares, a drop of 23.5% from the January 15th total of... More of this article »
Bogart Wealth LLC Grows Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Bogart Wealth LLC lifted its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 17.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 14,334 shares... More of this article »
Vontobel Holding Ltd. Purchases 301,394 Shares of UBS Group AG (NYSE:UBS)
Vontobel Holding Ltd. boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 1.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Avestar Capital LLC Purchases 3,575 Shares of Bristol-Myers Squibb (NYSE:BMY)
Avestar Capital LLC grew its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 31.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Zacks Research Forecasts Lower Earnings for Las Vegas Sands
Las Vegas Sands Corp. (NYSE:LVS – Free Report) – Stock analysts at Zacks Research reduced their Q1 2025 earnings estimates for shares of Las Vegas Sands in a research note issued on Wednesday, February 12th. Zacks Research... More of this article »
7,806 Shares in NextEra Energy, Inc. (NYSE:NEE) Acquired by Asset Planning Inc
Asset Planning Inc acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 7,806 shares of the... More of this article »
Cisco Systems, Inc. (CSCO) to Issue Quarterly Dividend of $0.41 on April 23rd
Cisco Systems, Inc. (NASDAQ:CSCO – Get Free Report) announced a quarterly dividend on Wednesday, February 12th,RTT News reports. Shareholders of record on Thursday, April 3rd will be given a dividend of 0.41 per share by the... More of this article »
Toray Industries (OTCMKTS:TRYIY) Announces Earnings Results
Toray Industries (OTCMKTS:TRYIY – Get Free Report) announced its earnings results on Wednesday. The company reported $0.16 earnings per share (EPS) for the quarter, Zacks reports. Toray Industries had a net margin of 1.87% and... More of this article »
AustralianSuper Pty Ltd Cuts Holdings in Flutter Entertainment plc (NYSE:FLUT)
AustralianSuper Pty Ltd lowered its stake in shares of Flutter Entertainment plc (NYSE:FLUT – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
GFG Capital LLC Lowers Stock Holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
GFG Capital LLC trimmed its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 11.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Avestar Capital LLC Lowers Stake in Trimble Inc. (NASDAQ:TRMB)
Avestar Capital LLC lessened its holdings in Trimble Inc. (NASDAQ:TRMB – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,181 shares of the... More of this article »
Prudential Financial, Inc. (NYSE:PRU) Stake Lifted by Vicus Capital
Vicus Capital increased its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Stanley Laman Group Ltd. Acquires New Position in Exelon Co. (NASDAQ:EXC)
Stanley Laman Group Ltd. acquired a new stake in Exelon Co. (NASDAQ:EXC – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Durango Resources (CVE:DGO) Shares Up 65% – Here’s What Happened
Durango Resources Inc. (CVE:DGO – Get Free Report)’s stock price shot up 65% during trading on Friday . The stock traded as high as C$0.17 and last traded at C$0.17. 3,419,741 shares traded hands during trading, an increase... More of this article »
Trade Desk’s (TTD) “Overweight” Rating Reaffirmed at Piper Sandler
Piper Sandler reaffirmed their overweight rating on shares of Trade Desk (NASDAQ:TTD – Free Report) in a research report report published on Thursday,Benzinga reports. Piper Sandler currently has a $110.00 price target on the... More of this article »
GE Vernova Inc. (NYSE:GEV) Shares Sold by White Pine Capital LLC
White Pine Capital LLC cut its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
White Pine Capital LLC Boosts Holdings in KORU Medical Systems, Inc. (NASDAQ:KRMD)
White Pine Capital LLC increased its holdings in KORU Medical Systems, Inc. (NASDAQ:KRMD – Free Report) by 25.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Bright Futures Wealth Management LLC. Takes $441,000 Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Bright Futures Wealth Management LLC. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
V Square Quantitative Management LLC Raises Position in McDonald’s Co. (NYSE:MCD)
V Square Quantitative Management LLC increased its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Essex Financial Services Inc. Purchases 1,402 Shares of The Toronto-Dominion Bank (NYSE:TD)
Essex Financial Services Inc. grew its stake in shares of The Toronto-Dominion Bank (NYSE:TD – Free Report) (TSE:TD) by 22.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Visa Inc. (NYSE:V) Stake Boosted by Schear Investment Advisers LLC
Schear Investment Advisers LLC grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Purchased by Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC raised its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Stonebridge Financial Group LLC Buys New Stake in Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT)
Stonebridge Financial Group LLC purchased a new stake in Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT – Free Report) during the 4th quarter, according to its most recent disclosure with the... More of this article »
The Descartes Systems Group Inc. (NASDAQ:DSGX) Shares Sold by Stephens Inc. AR
Stephens Inc. AR decreased its position in shares of The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 7.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Hartford Investment Management Co. Sells 479 Shares of Otis Worldwide Co. (NYSE:OTIS)
Hartford Investment Management Co. cut its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,655 shares... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) Shares Purchased by Leavell Investment Management Inc.
Leavell Investment Management Inc. increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 35.2% in the fourth quarter, according to its most recent 13F filing with the... More of this article »
Leavell Investment Management Inc. Purchases 550 Shares of Fiserv, Inc. (NYSE:FI)
Leavell Investment Management Inc. grew its position in Fiserv, Inc. (NYSE:FI – Free Report) by 21.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Samsara Inc. (NYSE:IOT) Insider Sanjit Biswas Sells 85,291 Shares
Samsara Inc. (NYSE:IOT – Get Free Report) insider Sanjit Biswas sold 85,291 shares of the stock in a transaction on Tuesday, February 11th. The shares were sold at an average price of $55.30, for a total value of $4,716,592.30.... More of this article »
Life Planning Partners Inc Acquires New Holdings in The Procter & Gamble Company (NYSE:PG)
Life Planning Partners Inc bought a new stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 95,225 shares of... More of this article »
HC Wainwright Reiterates “Buy” Rating for Axsome Therapeutics (NASDAQ:AXSM)
HC Wainwright restated their buy rating on shares of Axsome Therapeutics (NASDAQ:AXSM – Free Report) in a report released on Tuesday morning,Benzinga reports. The firm currently has a $190.00 price objective on the stock. Several... More of this article »
Principle Wealth Partners LLC Purchases 189 Shares of Broadcom Inc. (NASDAQ:AVGO)
Principle Wealth Partners LLC grew its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,941 shares... More of this article »
VanEck High Yield Muni ETF (BATS:HYD) Holdings Boosted by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC boosted its holdings in VanEck High Yield Muni ETF (BATS:HYD – Free Report) by 22.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Critical Comparison: Bank of the James Financial Group (NASDAQ:BOTJ) vs. Heartland Financial USA (NASDAQ:HTLF)
Heartland Financial USA (NASDAQ:HTLF – Get Free Report) and Bank of the James Financial Group (NASDAQ:BOTJ – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two companies... More of this article »
Contrasting UBS (OTCMKTS:OUBSF) & KeyCorp (NYSE:KEY)
KeyCorp (NYSE:KEY – Get Free Report) and UBS (OTCMKTS:OUBSF – Get Free Report) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional... More of this article »
Legato Capital Management LLC Purchases 7,528 Shares of Loar Holdings, LLC (NYSE:LOAR)
Legato Capital Management LLC raised its position in shares of Loar Holdings, LLC (NYSE:LOAR – Free Report) by 123.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Olo Inc. (NYSE:OLO) Stake Reduced by Legato Capital Management LLC
Legato Capital Management LLC cut its holdings in Olo Inc. (NYSE:OLO – Free Report) by 23.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »