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Register Financial Advisors LLC Cuts Holdings in 3M (NYSE:MMM)
Register Financial Advisors LLC reduced its stake in shares of 3M (NYSE:MMM – Free Report) by 16.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,028 shares of the conglomerate’s... More of this article »
Klaas Financial Asset Advisors LLC Sells 334 Shares of iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB)
Klaas Financial Asset Advisors LLC trimmed its position in iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB – Free Report) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The fund... More of this article »
Blue Trust Inc. Cuts Stake in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT)
Blue Trust Inc. reduced its stake in shares of Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 31.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 64,326 shares of the... More of this article »
Strategic Investment Advisors MI Buys 1,017 Shares of Royal Caribbean Cruises Ltd. (NYSE:RCL)
Strategic Investment Advisors MI grew its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 44.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,288 shares of the company’s... More of this article »
Bryant Woods Investment Advisors LLC Has $8.19 Million Stock Holdings in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO)
Bryant Woods Investment Advisors LLC grew its position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Position Reduced by Legacy Financial Group LLC
Legacy Financial Group LLC cut its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 6.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Crescent Grove Advisors LLC Sells 297 Shares of American Express (NYSE:AXP)
Crescent Grove Advisors LLC cut its holdings in American Express (NYSE:AXP) by 29.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 726 shares... More of this article »
Stablepoint Partners LLC Raises Holdings in American International Group, Inc. (NYSE:AIG)
Stablepoint Partners LLC lifted its holdings in American International Group, Inc. (NYSE:AIG – Free Report) by 4.7% in the 4th quarter, Holdings Channel reports. The firm owned 17,956 shares of the insurance provider’s... More of this article »
Geneos Wealth Management Inc. Has $1.22 Million Holdings in Dell Technologies Inc. (NYSE:DELL)
Geneos Wealth Management Inc. lessened its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 58.0% during the 4th quarter, HoldingsChannel reports. The fund owned 10,588 shares of the technology company’s... More of this article »
Fifth Third Bancorp Has $6.12 Million Stock Holdings in Carrier Global Co. (NYSE:CARR)
Fifth Third Bancorp trimmed its holdings in Carrier Global Co. (NYSE:CARR – Free Report) by 2.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 89,708 shares of the company’s stock after selling 2,226... More of this article »
Exchange Traded Concepts LLC Has $1.84 Million Stake in McCormick & Company, Incorporated (NYSE:MKC)
Exchange Traded Concepts LLC lifted its stake in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 102.8% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Sells 611 Shares of Illinois Tool Works Inc. (NYSE:ITW)
Dynamic Advisor Solutions LLC lowered its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 13.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Exchange Traded Concepts LLC Raises Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Exchange Traded Concepts LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 500.7% in the 4th quarter, Holdings Channel reports. The firm owned 4,103 shares of the company’s... More of this article »
CX Institutional Has $260,000 Holdings in Corteva, Inc. (NYSE:CTVA)
CX Institutional raised its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 17.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Financial Contrast: ECD Automotive Design (NASDAQ:ECDA) versus Lion Electric (NYSE:LEV)
Lion Electric (NYSE:LEV – Get Free Report) and ECD Automotive Design (NASDAQ:ECDA – Get Free Report) are both small-cap auto/tires/trucks companies, but which is the better investment? We will compare the two businesses... More of this article »
AlphaMark Advisors LLC Has $1.20 Million Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
AlphaMark Advisors LLC grew its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Galmed Pharmaceuticals (NASDAQ:GLMD) Stock Price Passes Below 200 Day Moving Average – Here’s Why
Galmed Pharmaceuticals Ltd. (NASDAQ:GLMD – Get Free Report) crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $3.76 and traded as low as $2.86. Galmed Pharmaceuticals... More of this article »
ITT Educational Services (OTCMKTS:ESINQ) Stock Crosses Above 200 Day Moving Average – What’s Next?
ITT Educational Services, Inc. (OTCMKTS:ESINQ – Get Free Report) shares passed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $0.00 and traded as high as... More of this article »
Total Energy Services (TSE:TOT) Stock Passes Above 200-Day Moving Average – Should You Sell?
Shares of Total Energy Services Inc. (TSE:TOT – Get Free Report) passed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of C$10.30 and traded as high as C$11.94.... More of this article »
Stablepoint Partners LLC Grows Position in NextEra Energy, Inc. (NYSE:NEE)
Stablepoint Partners LLC raised its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
BlackRock Long-Term Municipal Advantage Trust (NYSE:BTA) Enters Standstill Agreement with Saba Capital Management, L.P.On January 20, 2025, BlackRock Long-Term Municipal Advantage Trust (NYSE:BTA) disclosed that it, along with BlackRock Advisors, LLC
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read BlackRock Long-Term Municipal Advantage Trust’s 8K filing here. BlackRock Long-Term... More of this article »
Novo Nordisk A/S (NYSE:NVO) Shares Bought by Asio Capital LLC
Asio Capital LLC boosted its stake in Novo Nordisk A/S (NYSE:NVO – Free Report) by 5.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Cora Capital Advisors LLC Sells 113 Shares of iShares Biotechnology ETF (NASDAQ:IBB)
Cora Capital Advisors LLC cut its stake in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Navis Wealth Advisors LLC Increases Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Navis Wealth Advisors LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 17.0% in the fourth quarter, Holdings Channel reports. The firm owned 8,489 shares of the company’s stock... More of this article »
6,783 Shares in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Purchased by Rockwood Wealth Management LLC
Rockwood Wealth Management LLC bought a new position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Asio Capital LLC Sells 298 Shares of Duke Energy Co. (NYSE:DUK)
Asio Capital LLC cut its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 28,573 shares of the utilities... More of this article »
1834 Investment Advisors Co. Sells 78 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
1834 Investment Advisors Co. lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Embree Financial Group Cuts Position in Vanguard Russell 3000 ETF (NASDAQ:VTHR)
Embree Financial Group decreased its position in Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 1.7% during the 4th quarter, Holdings Channel reports. The fund owned 9,947 shares of the company’s stock after... More of this article »
Marshall Financial Group LLC Takes $903,000 Position in Simpson Manufacturing Co., Inc. (NYSE:SSD)
Marshall Financial Group LLC acquired a new stake in Simpson Manufacturing Co., Inc. (NYSE:SSD – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 5,446 shares of the construction company’s... More of this article »
Marshall Financial Group LLC Cuts Holdings in Garmin Ltd. (NYSE:GRMN)
Marshall Financial Group LLC trimmed its position in Garmin Ltd. (NYSE:GRMN – Free Report) by 3.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 15,039 shares of the... More of this article »
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Down 0.1% – Here’s Why
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Get Free Report) was down 0.1% on Friday . The stock traded as low as $221.28 and last traded at $224.29. Approximately 5,277,598 shares were traded during mid-day... More of this article »
RTD Financial Advisors Inc. Has $615,000 Stock Position in iShares Core U.S. REIT ETF (NYSEARCA:USRT)
RTD Financial Advisors Inc. lowered its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 50.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Merkkuri Wealth Advisors LLC Sells 180 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Merkkuri Wealth Advisors LLC lowered its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 14.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,095 shares of the exchange traded fund’s... More of this article »
Blue Square Asset Management LLC Sells 40,834 Shares of iShares MSCI India ETF (BATS:INDA)
Blue Square Asset Management LLC trimmed its stake in iShares MSCI India ETF (BATS:INDA – Free Report) by 24.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 125,877 shares of the company’s stock after... More of this article »
Anderson Hoagland & Co. Trims Stock Position in Crown Castle Inc. (NYSE:CCI)
Anderson Hoagland & Co. decreased its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 3.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 32,077 shares of the real estate... More of this article »
Duncan Williams Asset Management LLC Has $2.10 Million Stake in ProShares Large Cap Core Plus (BATS:CSM)
Duncan Williams Asset Management LLC boosted its holdings in shares of ProShares Large Cap Core Plus (BATS:CSM – Free Report) by 5.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Carr Financial Group Corp Sells 24 Shares of Costco Wholesale Co. (NASDAQ:COST)
Carr Financial Group Corp lessened its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Invesco BuyBack Achievers ETF (NASDAQ:PKW) Shares Sold by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC reduced its position in shares of Invesco BuyBack Achievers ETF (NASDAQ:PKW – Free Report) by 0.8% in the 4th quarter, HoldingsChannel reports. The firm owned 20,366 shares of the exchange traded... More of this article »
SPDR Portfolio MSCI Global Stock Market ETF (NYSEARCA:SPGM) Sees Large Volume Increase – Here’s Why
SPDR Portfolio MSCI Global Stock Market ETF (NYSEARCA:SPGM – Get Free Report) shares saw unusually-strong trading volume on Friday . Approximately 383,595 shares were traded during trading, an increase of 292% from the previous... More of this article »
Grupo Supervielle (NYSE:SUPV) Trading Down 4.2% – Here’s Why
Grupo Supervielle S.A. (NYSE:SUPV – Get Free Report) shares dropped 4.2% during trading on Friday . The stock traded as low as $16.35 and last traded at $16.37. Approximately 608,899 shares traded hands during mid-day trading,... More of this article »
SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Purchased by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC lifted its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.0% in the fourth quarter, Holdings Channel reports. The firm owned 570,783 shares of the company’s... More of this article »
Insight Inv LLC Acquires 528 Shares of Corning Incorporated (NYSE:GLW)
Insight Inv LLC increased its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 1.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 42,448 shares of the electronics maker’s... More of this article »
Impact Partnership Wealth LLC Acquires 11,566 Shares of Pacific Biosciences of California, Inc. (NASDAQ:PACB)
Impact Partnership Wealth LLC raised its position in shares of Pacific Biosciences of California, Inc. (NASDAQ:PACB – Free Report) by 29.5% in the fourth quarter, HoldingsChannel reports. The firm owned 50,735 shares of the... More of this article »
Oklo (NYSE:OKLO) Sees Large Volume Increase Following Analyst Upgrade
Oklo Inc. (NYSE:OKLO – Get Free Report) saw unusually-strong trading volume on Friday after Wedbush raised their price target on the stock from $26.00 to $45.00. Wedbush currently has an outperform rating on the stock. Approximately... More of this article »
Johnson & Johnson (NYSE:JNJ) Stock Holdings Lifted by Raleigh Capital Management Inc.
Raleigh Capital Management Inc. lifted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 48.3% in the 4th quarter, Holdings Channel reports. The firm owned 14,773 shares of the company’s stock after buying... More of this article »
CFS Investment Advisory Services LLC Has $395,000 Position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)
CFS Investment Advisory Services LLC grew its position in BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX – Free Report) by 68.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Graco Inc. (NYSE:GGG) Shares Acquired by Running Oak Capital LLC
Running Oak Capital LLC boosted its holdings in Graco Inc. (NYSE:GGG – Free Report) by 6.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 156,099 shares of the industrial products company’s... More of this article »
Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Grimes & Company Inc.
Grimes & Company Inc. boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 201.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 35,536 shares of the... More of this article »