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Jamison Private Wealth Management Inc. Sells 169 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Jamison Private Wealth Management Inc. reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Cypress Point Wealth Management LLC Sells 250 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Cypress Point Wealth Management LLC cut its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 3,550 shares of... More of this article »
Linden Thomas Advisory Services LLC Increases Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Linden Thomas Advisory Services LLC raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Purchased by Regatta Capital Group LLC
Regatta Capital Group LLC increased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Cornerstone Wealth Management LLC Purchases 24 Shares of Adobe Inc. (NASDAQ:ADBE)
Cornerstone Wealth Management LLC boosted its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,327 shares of the software company’s... More of this article »
SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Purchased by Embree Financial Group
Embree Financial Group grew its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 1.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 13,678 shares of the company’s... More of this article »
M3 Advisory Group LLC Has $343,000 Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
M3 Advisory Group LLC lessened its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 36.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Boosted by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Medtronic plc (NYSE:MDT) Shares Acquired by Insight Inv LLC
Insight Inv LLC raised its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 4.9% in the fourth quarter, HoldingsChannel reports. The firm owned 14,906 shares of the medical technology company’s stock after... More of this article »
Moody Lynn & Lieberson LLC Raises Holdings in Netflix, Inc. (NASDAQ:NFLX)
Moody Lynn & Lieberson LLC boosted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 0.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 35,712 shares of the Internet... More of this article »
Morgan Stanley Emerging Markets Domestic Debt Fund (NYSE:EDD) Stock Price Crosses Below 200-Day Moving Average – Here’s What Happened
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. (NYSE:EDD – Get Free Report) shares passed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $4.77 and... More of this article »
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Purchased by Consolidated Investment Group LLC
Consolidated Investment Group LLC boosted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 19.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 342,860 shares of the... More of this article »
M3 Advisory Group LLC Sells 95 Shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)
M3 Advisory Group LLC lowered its holdings in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 0.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 25,682 shares of the company’s stock... More of this article »
Embree Financial Group Decreases Stock Holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)
Embree Financial Group lessened its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Regatta Capital Group LLC Buys 952 Shares of Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST)
Regatta Capital Group LLC boosted its position in shares of Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST – Free Report) by 8.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 12,812 shares of... More of this article »
Carr Financial Group Corp Sells 218 Shares of AbbVie Inc. (NYSE:ABBV)
Carr Financial Group Corp lessened its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 5,056 shares of the company’s stock after selling 218... More of this article »
Affiance Financial LLC Trims Position in ServiceNow, Inc. (NYSE:NOW)
Affiance Financial LLC cut its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 2.5% during the fourth quarter, Holdings Channel reports. The firm owned 977 shares of the information technology services provider’s... More of this article »
Applied Capital LLC FL Has $4 Million Stock Holdings in Parker-Hannifin Co. (NYSE:PH)
Applied Capital LLC FL trimmed its position in Parker-Hannifin Co. (NYSE:PH – Free Report) by 0.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 6,288 shares of the industrial products company’s stock... More of this article »
Fifth Third Bancorp Has $10.51 Million Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
Fifth Third Bancorp decreased its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
KFG Wealth Management LLC Purchases 41,486 Shares of Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT)
KFG Wealth Management LLC boosted its position in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT – Free Report) by 82.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 91,867 shares of... More of this article »
Edge Financial Advisors LLC Has $809,000 Stock Position in Tesla, Inc. (NASDAQ:TSLA)
Edge Financial Advisors LLC lessened its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 9.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,004 shares of the electric vehicle producer’s... More of this article »
Five Point Holdings, LLC Reports Strong Fourth Quarter and Year-End 2024 Results
Five Point Holdings, LLC, listed on the New York Stock Exchange under the ticker symbol FPH, revealed its financial outcomes for the fourth quarter and the culmination of 2024. The highlights of the fourth quarter included significant... More of this article »
Secure Asset Management LLC Raises Stock Position in Broadcom Inc. (NASDAQ:AVGO)
Secure Asset Management LLC lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 16.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,571 shares of the semiconductor manufacturer’s... More of this article »
Alphabet Inc. (NASDAQ:GOOG) is Red Door Wealth Management LLC’s 7th Largest Position
Red Door Wealth Management LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Arkfeld Wealth Strategies L.L.C. Invests $1.17 Million in Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG)
Arkfeld Wealth Strategies L.L.C. bought a new position in Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Linden Thomas Advisory Services LLC Sells 15 Shares of TransDigm Group Incorporated (NYSE:TDG)
Linden Thomas Advisory Services LLC lowered its position in shares of TransDigm Group Incorporated (NYSE:TDG – Free Report) by 1.1% in the fourth quarter, Holdings Channel reports. The firm owned 1,319 shares of the aerospace... More of this article »
Serve Robotics (NASDAQ:SERV) Trading Up 17.1% – Here’s Why
Serve Robotics Inc. (NASDAQ:SERV – Get Free Report)’s stock price was up 17.1% on Friday . The stock traded as high as $20.80 and last traded at $20.86. Approximately 8,497,860 shares traded hands during trading, a decline... More of this article »
CFS Investment Advisory Services LLC Lowers Position in Pfizer Inc. (NYSE:PFE)
CFS Investment Advisory Services LLC reduced its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 5.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Amkor Technology, Inc. (NASDAQ:AMKR) Stake Lowered by DGS Capital Management LLC
DGS Capital Management LLC lowered its stake in shares of Amkor Technology, Inc. (NASDAQ:AMKR – Free Report) by 30.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Oracle Co. (NYSE:ORCL) Shares Bought by Goelzer Investment Management Inc.
Goelzer Investment Management Inc. lifted its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 10.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 6,838 shares of the enterprise... More of this article »
iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Position Raised by Goelzer Investment Management Inc.
Goelzer Investment Management Inc. lifted its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 5.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Movado Group, Inc. (NYSE:MOV) Shares Sold by Linden Thomas Advisory Services LLC
Linden Thomas Advisory Services LLC lowered its position in Movado Group, Inc. (NYSE:MOV – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Tributary Capital Management LLC Has $222,000 Stock Holdings in FMC Co. (NYSE:FMC)
Tributary Capital Management LLC reduced its position in shares of FMC Co. (NYSE:FMC – Free Report) by 6.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 4,575 shares of the basic materials... More of this article »
Sachetta LLC Sells 75 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Sachetta LLC trimmed its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 36.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Copa (NYSE:CPA) Lowered to “Hold” Rating by StockNews.com
StockNews.com cut shares of Copa (NYSE:CPA – Free Report) from a buy rating to a hold rating in a report published on Saturday. Separately, UBS Group lifted their price target on shares of Copa from $160.00 to $180.00 and gave... More of this article »
Exchange Traded Concepts LLC Boosts Stake in Innoviva, Inc. (NASDAQ:INVA)
Exchange Traded Concepts LLC raised its stake in shares of Innoviva, Inc. (NASDAQ:INVA – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
The Southern Company (NYSE:SO) Shares Bought by CX Institutional
CX Institutional lifted its stake in The Southern Company (NYSE:SO – Free Report) by 16.3% in the 4th quarter, Holdings Channel reports. The firm owned 7,475 shares of the utilities provider’s stock after purchasing an... More of this article »
Echo45 Advisors LLC Has $212,000 Position in Exxon Mobil Co. (NYSE:XOM)
Echo45 Advisors LLC grew its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 9.4% during the fourth quarter, Holdings Channel reports. The firm owned 1,970 shares of the oil and gas company’s stock after acquiring... More of this article »
Knight-Swift Transportation (NYSE:KNX) Price Target Raised to $65.00 at TD Cowen
Knight-Swift Transportation (NYSE:KNX – Free Report) had its target price upped by TD Cowen from $62.00 to $65.00 in a research note released on Thursday, MarketBeat reports. TD Cowen currently has a buy rating on the transportation... More of this article »
Corteva, Inc. (NYSE:CTVA) Shares Sold by Secure Asset Management LLC
Secure Asset Management LLC trimmed its position in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 13.2% in the fourth quarter, HoldingsChannel reports. The firm owned 3,677 shares of the company’s stock after selling... More of this article »
Mutual Advisors LLC Sells 513 Shares of Alibaba Group Holding Limited (NYSE:BABA)
Mutual Advisors LLC decreased its stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Brokerages Set Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Target Price at $22.00
Shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Get Free Report) have been assigned a consensus rating of “Buy” from the six analysts that are covering the company, Marketbeat Ratings reports. Six equities... More of this article »
StockNews.com Begins Coverage on Sotherly Hotels (NASDAQ:SOHO)
StockNews.com started coverage on shares of Sotherly Hotels (NASDAQ:SOHO – Free Report) in a report released on Thursday. The firm issued a hold rating on the real estate investment trust’s stock. Sotherly Hotels Stock... More of this article »
Xunlei (NASDAQ:XNET) Upgraded to Strong-Buy at StockNews.com
StockNews.com upgraded shares of Xunlei (NASDAQ:XNET – Free Report) from a buy rating to a strong-buy rating in a report published on Thursday. Xunlei Stock Up 9.3 % XNET stock opened at $2.35 on Thursday. The company has a market... More of this article »
Vp plc (LON:VP) Insider Purchases £15,000 in Stock
Vp plc (LON:VP – Get Free Report) insider Jeremy F. G. Pilkington bought 2,500 shares of the firm’s stock in a transaction dated Tuesday, January 21st. The stock was purchased at an average price of GBX 600 ($7.49) per... More of this article »
The India Fund (NYSE:IFN) Stock Crosses Below 200-Day Moving Average – What’s Next?
The India Fund, Inc. (NYSE:IFN – Get Free Report)’s stock price passed below its 200-day moving average during trading on Thursday . The stock has a 200-day moving average of $17.68 and traded as low as $15.90. The India... More of this article »
James Latham (LON:LTHM) Shares Pass Below 200 Day Moving Average – Here’s Why
James Latham plc (LON:LTHM – Get Free Report) shares passed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of GBX 1,301.04 ($16.24) and traded as low as GBX... More of this article »
Advocate Group LLC Has $8.53 Million Stake in Medtronic plc (NYSE:MDT)
Advocate Group LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 4.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 106,776 shares of the medical technology company’s... More of this article »