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Accel Wealth Management Reduces Stake in Walmart Inc. (NYSE:WMT)
Accel Wealth Management trimmed its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 4.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Legacy Financial Group LLC Lowers Stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR)
Legacy Financial Group LLC trimmed its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 17,221 Shares of Amdocs Limited (NASDAQ:DOX)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Amdocs Limited (NASDAQ:DOX – Free Report) by 16.4% in the 4th quarter, HoldingsChannel reports. The firm owned 122,470 shares of the... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 13.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor... More of this article »
OLIO Financial Planning Takes Position in Carlisle Companies Incorporated (NYSE:CSL)
OLIO Financial Planning acquired a new position in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Purchases 1,377 Shares of Enovis Co. (NYSE:ENOV)
Dynamic Advisor Solutions LLC lifted its position in Enovis Co. (NYSE:ENOV – Free Report) by 7.8% during the 4th quarter, HoldingsChannel reports. The firm owned 18,999 shares of the company’s stock after buying an additional... More of this article »
Gradient Investments LLC Sells 721,065 Shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)
Gradient Investments LLC reduced its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 99.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 5,334 shares of the company’s... More of this article »
Fifth Third Bancorp Increases Holdings in The Bank of New York Mellon Co. (NYSE:BK)
Fifth Third Bancorp boosted its position in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 9.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 94,046 shares of the bank’s stock... More of this article »
Jack Henry & Associates, Inc. (NASDAQ:JKHY) Receives Consensus Rating of “Hold” from Brokerages
Jack Henry & Associates, Inc. (NASDAQ:JKHY – Get Free Report) has earned a consensus recommendation of “Hold” from the twelve research firms that are presently covering the stock, Marketbeat Ratings reports.... More of this article »
Clarendon Private LLC Invests $346,000 in Caterpillar Inc. (NYSE:CAT)
Clarendon Private LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 953 shares of the industrial products company’s stock, valued... More of this article »
Duncan Williams Asset Management LLC Acquires 324 Shares of Amgen Inc. (NASDAQ:AMGN)
Duncan Williams Asset Management LLC increased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Nikulski Financial Inc. Raises Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Nikulski Financial Inc. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,832 shares of the... More of this article »
NexPoint Residential Trust (NYSE:NXRT) Stock Price Passes Below 50 Day Moving Average – Should You Sell?
NexPoint Residential Trust, Inc. (NYSE:NXRT – Get Free Report)’s stock price crossed below its 50 day moving average during trading on Friday . The stock has a 50 day moving average of $42.91 and traded as low as $37.73.... More of this article »
Global X Dax Germany ETF (NASDAQ:DAX) Shares Pass Above 50 Day Moving Average – Time to Sell?
Shares of Global X Dax Germany ETF (NASDAQ:DAX – Get Free Report) passed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $34.05 and traded as high as $36.57. Global X... More of this article »
First Citizens Bank & Trust Co. Trims Stock Position in Abbott Laboratories (NYSE:ABT)
First Citizens Bank & Trust Co. lessened its position in Abbott Laboratories (NYSE:ABT – Free Report) by 1.8% during the fourth quarter, Holdings Channel reports. The fund owned 88,274 shares of the healthcare product maker’s... More of this article »
First Citizens Bank & Trust Co. Has $5.37 Million Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
First Citizens Bank & Trust Co. lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Cora Capital Advisors LLC Has $3.43 Million Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Cora Capital Advisors LLC decreased its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 1.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
The Southern Company (NYSE:SO) Stock Position Lifted by Novare Capital Management LLC
Novare Capital Management LLC lifted its stake in shares of The Southern Company (NYSE:SO – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Arkfeld Wealth Strategies L.L.C. Purchases New Shares in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Arkfeld Wealth Strategies L.L.C. bought a new position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 1,049... More of this article »
Consolidated Investment Group LLC Makes New $792,000 Investment in Stryker Co. (NYSE:SYK)
Consolidated Investment Group LLC bought a new position in shares of Stryker Co. (NYSE:SYK – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Cabana Target Drawdown 10 ETF (NASDAQ:TDSC) Shares Up 0% – Time to Buy?
Cabana Target Drawdown 10 ETF (NASDAQ:TDSC – Get Free Report)’s share price shot up 0% on Friday . The stock traded as high as $25.48 and last traded at $25.43. 18,898 shares traded hands during trading, a decline of 12%... More of this article »
Ether Capital (OTC:DTSRF) Trading Down 0.2% – Should You Sell?
Ether Capital Co. (OTC:DTSRF – Get Free Report)’s share price fell 0.2% on Friday . The stock traded as low as $4.64 and last traded at $4.64. 1,410 shares were traded during trading, a decline of 5% from the average session... More of this article »
Nexus Gold (CVE:NXS) Trading Up 50% – Still a Buy?
Nexus Gold Corp. (CVE:NXS – Get Free Report) shares were up 50% during trading on Friday . The stock traded as high as C$0.02 and last traded at C$0.02. Approximately 123,000 shares changed hands during mid-day trading, an increase... More of this article »
Vista Investment Partners LLC Makes New Investment in Avantis U.S. Equity ETF (NYSEARCA:AVUS)
Vista Investment Partners LLC purchased a new position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 9,313 shares of the company’s... More of this article »
Real Matters (OTCMKTS:RLLMF) Shares Up 1.7% – Time to Buy?
Real Matters Inc. (OTCMKTS:RLLMF – Get Free Report) shot up 1.7% during mid-day trading on Friday . The company traded as high as $4.90 and last traded at $4.90. 2,200 shares traded hands during trading, a decline of 59% from... More of this article »
ETRACS 2xMonthly Leveraged Wells Fargo Diversified Business Development Company Index ETN Series B (NYSEARCA:BDCY) Trading Down 0.6% – Time to Sell?
ETRACS 2xMonthly Leveraged Wells Fargo Diversified Business Development Company Index ETN Series B (NYSEARCA:BDCY – Get Free Report) was down 0.6% during trading on Friday . The company traded as low as $9.73 and last traded... More of this article »
Big Yellow Group (OTCMKTS:BYLOF) Trading 0.3% Higher – Time to Buy?
Big Yellow Group Plc (OTCMKTS:BYLOF – Get Free Report)’s stock price was up 0.3% on Friday . The stock traded as high as $11.89 and last traded at $11.89. Approximately 141 shares changed hands during trading, a decline... More of this article »
Archford Capital Strategies LLC Has $10.12 Million Stock Position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)
Archford Capital Strategies LLC increased its stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 0.3% during the fourth quarter, Holdings Channel reports. The firm owned 174,495 shares of the... More of this article »
Marshall Financial Group LLC Acquires 297 Shares of Philip Morris International Inc. (NYSE:PM)
Marshall Financial Group LLC lifted its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 4.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 6,385 shares... More of this article »
GMS Inc. Adopts Amended and Restated Bylaws
On January 23, 2025, GMS Inc. (NYSE:GMS) announced the approval and adoption of the Third Amended and Restated Bylaws of the company by its Board of Directors. These amended and restated bylaws became effective on the same day of... More of this article »
CVB Financial Corp. Reports Earnings and Financial Highlights for Q4 and Full Year 2024
CVB Financial Corp. (NASDAQ: CVBF) recently released its financial results for the fourth quarter and full year ended December 31, 2024. The company reported a net income of $50.9 million for the quarter and $201 million for the year,... More of this article »
ResMed Inc. (NYSE:RMD) Shares Sold by Marshall Financial Group LLC
Marshall Financial Group LLC trimmed its position in shares of ResMed Inc. (NYSE:RMD – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The firm owned 10,527 shares of the medical equipment provider’s... More of this article »
American Electric Power Company, Inc. (NASDAQ:AEP) Stock Position Boosted by Brighton Jones LLC
Brighton Jones LLC grew its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 11.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Park Edge Advisors LLC Cuts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
Park Edge Advisors LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.7% in the 4th quarter, Holdings Channel reports. The fund owned 834 shares of the healthcare conglomerate’s... More of this article »
iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) Shares Sold by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. trimmed its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 7.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Flagship Private Wealth LLC Boosts Stock Position in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)
Flagship Private Wealth LLC grew its holdings in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 7.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 12,526 shares... More of this article »
CD Private Equity Fund I (ASX:CD1) Plans Interim Dividend of $0.14
CD Private Equity Fund I (ASX:CD1 – Get Free Report) announced a interim dividend on Friday, January 24th,MarketIndexAU Dividends reports. Stockholders of record on Sunday, February 23rd will be given a dividend of 0.135 per... More of this article »
Schlumberger Limited (NYSE:SLB) is Olstein Capital Management L.P.’s 8th Largest Position
Olstein Capital Management L.P. raised its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 3.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 252,000 shares of the oil and gas company’s... More of this article »
Running Oak Capital LLC Increases Holdings in Accenture plc (NYSE:ACN)
Running Oak Capital LLC increased its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 7.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 38,774 shares of the information technology services... More of this article »
Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) Shares Sold by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC lessened its stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 13.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Moody Lynn & Lieberson LLC Decreases Stock Holdings in The Sherwin-Williams Company (NYSE:SHW)
Moody Lynn & Lieberson LLC reduced its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 0.5% during the 4th quarter, HoldingsChannel reports. The firm owned 8,417 shares of the specialty chemicals... More of this article »
Stewardship Advisors LLC Acquires 3,466 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)
Stewardship Advisors LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 15.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 25,446 shares of the company’s... More of this article »
Olstein Capital Management L.P. Sells 51,000 Shares of Delta Air Lines, Inc. (NYSE:DAL)
Olstein Capital Management L.P. decreased its position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 29.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Jacksonville Wealth Management LLC Acquires Shares of 4,653 Roku, Inc. (NASDAQ:ROKU)
Jacksonville Wealth Management LLC bought a new position in shares of Roku, Inc. (NASDAQ:ROKU – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Duncan Williams Asset Management LLC Has $368,000 Holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA)
Duncan Williams Asset Management LLC trimmed its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
MGM Resorts International (NYSE:MGM) Given Consensus Recommendation of “Moderate Buy” by Analysts
MGM Resorts International (NYSE:MGM – Get Free Report) has earned a consensus rating of “Moderate Buy” from the fifteen analysts that are presently covering the company, MarketBeat.com reports. Three analysts have... More of this article »
Smith Chas P & Associates PA Cpas Raises Stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Smith Chas P & Associates PA Cpas raised its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 7.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Zoetis Inc. (NYSE:ZTS) Shares Bought by Lantz Financial LLC
Lantz Financial LLC raised its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 18.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »