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Image for Avaii Wealth Management LLC Trims Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Avaii Wealth Management LLC Trims Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Avaii Wealth Management LLC reduced its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for The Brighton Pier Group (LON:PIER) Stock Price Passes Below Fifty Day Moving Average   – What’s Next?

The Brighton Pier Group (LON:PIER) Stock Price Passes Below Fifty Day Moving Average – What’s Next?

The Brighton Pier Group PLC (LON:PIER – Get Free Report)’s stock price passed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of GBX 29.99 ($0.37) and traded as low... More of this article »
Image for Great Thunder Gold (CVE:GTG) Shares Pass Below 50-Day Moving Average   – Here’s What Happened

Great Thunder Gold (CVE:GTG) Shares Pass Below 50-Day Moving Average – Here’s What Happened

Great Thunder Gold Corp (CVE:GTG – Get Free Report) shares passed below its 50 day moving average during trading on Friday . The stock has a 50 day moving average of C$0.48 and traded as low as C$0.45. Great Thunder Gold shares... More of this article »
Image for CES Energy Solutions (OTCMKTS:CESDF) Stock Passes Above 50-Day Moving Average   – Time to Sell?

CES Energy Solutions (OTCMKTS:CESDF) Stock Passes Above 50-Day Moving Average – Time to Sell?

CES Energy Solutions Corp. (OTCMKTS:CESDF – Get Free Report)’s stock price crossed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $6.68 and traded as high as $6.76.... More of this article »
Image for DBV Technologies (NASDAQ:DBVT) Shares Pass Above 50 Day Moving Average   – Time to Sell?

DBV Technologies (NASDAQ:DBVT) Shares Pass Above 50 Day Moving Average – Time to Sell?

Shares of DBV Technologies S.A. (NASDAQ:DBVT – Get Free Report) crossed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $3.54 and traded as high as $4.58. DBV Technologies... More of this article »
Image for Moody Lynn & Lieberson LLC Sells 145 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Moody Lynn & Lieberson LLC Sells 145 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Moody Lynn & Lieberson LLC trimmed its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 5.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Navis Wealth Advisors LLC Buys 47 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Navis Wealth Advisors LLC Buys 47 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Navis Wealth Advisors LLC grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Monte Financial Group LLC Purchases 6,592 Shares of Merck & Co., Inc. (NYSE:MRK)

Monte Financial Group LLC Purchases 6,592 Shares of Merck & Co., Inc. (NYSE:MRK)

Monte Financial Group LLC boosted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 13.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for McGlone Suttner Wealth Management Inc. Has $1.73 Million Position in Walmart Inc. (NYSE:WMT)

McGlone Suttner Wealth Management Inc. Has $1.73 Million Position in Walmart Inc. (NYSE:WMT)

McGlone Suttner Wealth Management Inc. boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Bioventix (LON:BVXP) Shares Cross Below 200-Day Moving Average   – Here’s What Happened

Bioventix (LON:BVXP) Shares Cross Below 200-Day Moving Average – Here’s What Happened

Bioventix PLC (LON:BVXP – Get Free Report)’s stock price crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 3,813.93 ($47.61) and traded as low as GBX 3,100... More of this article »
Image for Goelzer Investment Management Inc. Boosts Stake in The Boeing Company (NYSE:BA)

Goelzer Investment Management Inc. Boosts Stake in The Boeing Company (NYSE:BA)

Goelzer Investment Management Inc. grew its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Smith Chas P & Associates PA Cpas Sells 23,764 Shares of United Parcel Service, Inc. (NYSE:UPS)

Smith Chas P & Associates PA Cpas Sells 23,764 Shares of United Parcel Service, Inc. (NYSE:UPS)

Smith Chas P & Associates PA Cpas lessened its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Avaii Wealth Management LLC Has $882,000 Stock Position in iShares Gold Trust (NYSEARCA:IAU)

Avaii Wealth Management LLC Has $882,000 Stock Position in iShares Gold Trust (NYSEARCA:IAU)

Avaii Wealth Management LLC grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 20.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Echo Wealth Management LLC Sells 1,259 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Echo Wealth Management LLC Sells 1,259 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Echo Wealth Management LLC decreased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Oracle Co. (NYSE:ORCL) Shares Sold by Novare Capital Management LLC

Oracle Co. (NYSE:ORCL) Shares Sold by Novare Capital Management LLC

Novare Capital Management LLC lowered its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 1834 Investment Advisors Co. Has $9.24 Million Stake in Bristol-Myers Squibb (NYSE:BMY)

1834 Investment Advisors Co. Has $9.24 Million Stake in Bristol-Myers Squibb (NYSE:BMY)

1834 Investment Advisors Co. trimmed its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Jamison Private Wealth Management Inc. Has $8.20 Million Position in The Coca-Cola Company (NYSE:KO)

Jamison Private Wealth Management Inc. Has $8.20 Million Position in The Coca-Cola Company (NYSE:KO)

Jamison Private Wealth Management Inc. cut its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 8.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Patton Albertson Miller Group LLC Buys 3,751 Shares of Merck & Co., Inc. (NYSE:MRK)

Patton Albertson Miller Group LLC Buys 3,751 Shares of Merck & Co., Inc. (NYSE:MRK)

Patton Albertson Miller Group LLC lifted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Embree Financial Group Makes New $243,000 Investment in Shopify Inc. (NYSE:SHOP)

Embree Financial Group Makes New $243,000 Investment in Shopify Inc. (NYSE:SHOP)

Embree Financial Group purchased a new stake in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Flagship Private Wealth LLC Boosts Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Flagship Private Wealth LLC Boosts Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Flagship Private Wealth LLC grew its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 44.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Sold by First Citizens Bank & Trust Co.

McDonald’s Co. (NYSE:MCD) Shares Sold by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. decreased its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Tran Capital Management L.P. Increases Stock Position in The Charles Schwab Co. (NYSE:SCHW)

Tran Capital Management L.P. Increases Stock Position in The Charles Schwab Co. (NYSE:SCHW)

Tran Capital Management L.P. lifted its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for American Electric Power Company, Inc. (NASDAQ:AEP) Shares Sold by MKT Advisors LLC

American Electric Power Company, Inc. (NASDAQ:AEP) Shares Sold by MKT Advisors LLC

MKT Advisors LLC trimmed its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 4.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Crescent Grove Advisors LLC Makes New $488,000 Investment in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

Crescent Grove Advisors LLC Makes New $488,000 Investment in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

Crescent Grove Advisors LLC acquired a new stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Vanguard Small-Cap ETF (NYSEARCA:VB) Stake Reduced by Investment Research & Advisory Group Inc.

Vanguard Small-Cap ETF (NYSEARCA:VB) Stake Reduced by Investment Research & Advisory Group Inc.

Investment Research & Advisory Group Inc. decreased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for Conifer (NASDAQ:CNFRZ) Shares Up 7.6%  – Here’s What Happened

Conifer (NASDAQ:CNFRZ) Shares Up 7.6% – Here’s What Happened

Conifer Holdings, Inc. (NASDAQ:CNFRZ – Get Free Report)’s share price rose 7.6% on Friday . The company traded as high as $29.90 and last traded at $24.75. Approximately 30,690 shares changed hands during mid-day trading,... More of this article »
Image for Stablepoint Partners LLC Buys 1,166 Shares of Webster Financial Co. (NYSE:WBS)

Stablepoint Partners LLC Buys 1,166 Shares of Webster Financial Co. (NYSE:WBS)

Stablepoint Partners LLC grew its stake in Webster Financial Co. (NYSE:WBS – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Stablepoint Partners LLC Buys 379 Shares of Edison International (NYSE:EIX)

Stablepoint Partners LLC Buys 379 Shares of Edison International (NYSE:EIX)

Stablepoint Partners LLC grew its stake in shares of Edison International (NYSE:EIX – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Fidelity Digital Health ETF (BATS:FDHT) Shares Up 6.4%  – Here’s What Happened

Fidelity Digital Health ETF (BATS:FDHT) Shares Up 6.4% – Here’s What Happened

Fidelity Digital Health ETF (BATS:FDHT – Get Free Report) shares traded up 6.4% during mid-day trading on Friday . The stock traded as high as $20.05 and last traded at $20.94. 438 shares traded hands during trading, The stock... More of this article »
Image for Asio Capital LLC Acquires 10,250 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)

Asio Capital LLC Acquires 10,250 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)

Asio Capital LLC boosted its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 697.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Regatta Capital Group LLC Purchases 156 Shares of Becton, Dickinson and Company (NYSE:BDX)

Regatta Capital Group LLC Purchases 156 Shares of Becton, Dickinson and Company (NYSE:BDX)

Regatta Capital Group LLC increased its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Vanguard Value ETF (NYSEARCA:VTV) is Regatta Capital Group LLC’s 4th Largest Position

Vanguard Value ETF (NYSEARCA:VTV) is Regatta Capital Group LLC’s 4th Largest Position

Regatta Capital Group LLC raised its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for KFG Wealth Management LLC Purchases 194 Shares of PepsiCo, Inc. (NASDAQ:PEP)

KFG Wealth Management LLC Purchases 194 Shares of PepsiCo, Inc. (NASDAQ:PEP)

KFG Wealth Management LLC lifted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,856... More of this article »
Image for KFG Wealth Management LLC Has $310,000 Stock Position in 1st Source Co. (NASDAQ:SRCE)

KFG Wealth Management LLC Has $310,000 Stock Position in 1st Source Co. (NASDAQ:SRCE)

KFG Wealth Management LLC lessened its position in shares of 1st Source Co. (NASDAQ:SRCE – Free Report) by 14.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,305 shares of the financial... More of this article »
Image for Eastman Chemical (NYSE:EMN) Shares Sold by Novare Capital Management LLC

Eastman Chemical (NYSE:EMN) Shares Sold by Novare Capital Management LLC

Novare Capital Management LLC lessened its holdings in Eastman Chemical (NYSE:EMN – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Neptune Digital Assets (CVE:NDA) Stock Price Up 29%  – Time to Buy?

Neptune Digital Assets (CVE:NDA) Stock Price Up 29% – Time to Buy?

Neptune Digital Assets Corp. (CVE:NDA – Get Free Report) shares were up 29% on Friday . The company traded as high as C$2.24 and last traded at C$2.18. Approximately 5,148,632 shares changed hands during trading, an increase... More of this article »
Image for Hypoport (ETR:HYQ) Trading Up 3.2%  – What’s Next?

Hypoport (ETR:HYQ) Trading Up 3.2% – What’s Next?

Hypoport SE (ETR:HYQ – Get Free Report) shares were up 3.2% during mid-day trading on Friday . The stock traded as high as €205.40 ($216.21) and last traded at €204.40 ($215.16). Approximately 14,877 shares were traded... More of this article »
Image for M3 Advisory Group LLC Takes Position in Spotify Technology S.A. (NYSE:SPOT)

M3 Advisory Group LLC Takes Position in Spotify Technology S.A. (NYSE:SPOT)

M3 Advisory Group LLC purchased a new position in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Harrell Investment Partners LLC Sells 586 Shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL)

Harrell Investment Partners LLC Sells 586 Shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL)

Harrell Investment Partners LLC decreased its holdings in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 2.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Guerra Pan Advisors LLC Boosts Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Guerra Pan Advisors LLC Boosts Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Guerra Pan Advisors LLC increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 506.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Lululemon Athletica (NASDAQ:LULU) Updates Q4 2024 Earnings Guidance

Lululemon Athletica (NASDAQ:LULU) Updates Q4 2024 Earnings Guidance

Lululemon Athletica (NASDAQ:LULU – Get Free Report) updated its fourth quarter 2024 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 5.810-5.850 for the period, compared to the consensus... More of this article »
Image for Western Acquisition Ventures Corp. Completes Virtual Special Stockholders Meeting

Western Acquisition Ventures Corp. Completes Virtual Special Stockholders Meeting

On January 24, 2025, Western Acquisition Ventures Corp. (NASDAQ: WAVSU) concluded a virtual special meeting of stockholders to vote on important proposals outlined in the Proxy Statement. The meeting gathered a total of 3,377,284... More of this article »
Image for Embree Financial Group Boosts Holdings in Ryan Specialty Holdings, Inc. (NYSE:RYAN)

Embree Financial Group Boosts Holdings in Ryan Specialty Holdings, Inc. (NYSE:RYAN)

Embree Financial Group increased its position in Ryan Specialty Holdings, Inc. (NYSE:RYAN – Free Report) by 64.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Embree Financial Group Has $3.03 Million Stock Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Embree Financial Group Has $3.03 Million Stock Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Embree Financial Group decreased its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 9.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Smith Chas P & Associates PA Cpas

NextEra Energy, Inc. (NYSE:NEE) Shares Sold by Smith Chas P & Associates PA Cpas

Smith Chas P & Associates PA Cpas lowered its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Torq Resources (CVE:TORQ) Stock Price Up 25%  – What’s Next?

Torq Resources (CVE:TORQ) Stock Price Up 25% – What’s Next?

Torq Resources Inc. (CVE:TORQ – Get Free Report) shares were up 25% during mid-day trading on Friday . The company traded as high as C$0.08 and last traded at C$0.08. Approximately 115,987 shares changed hands during mid-day... More of this article »
Image for FedEx Co. (NYSE:FDX) Stake Reduced by GSB Wealth Management LLC

FedEx Co. (NYSE:FDX) Stake Reduced by GSB Wealth Management LLC

GSB Wealth Management LLC cut its holdings in FedEx Co. (NYSE:FDX – Free Report) by 16.2% 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 »
Image for Cora Capital Advisors LLC Makes New $216,000 Investment in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Cora Capital Advisors LLC Makes New $216,000 Investment in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Cora Capital Advisors LLC bought a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Nexus Gold (CVE:NXS) Shares Up 50%  – Here’s Why

Nexus Gold (CVE:NXS) Shares Up 50% – Here’s Why

Nexus Gold Corp. (CVE:NXS – Get Free Report) was up 50% on Friday . The company traded as high as C$0.02 and last traded at C$0.02. Approximately 123,000 shares changed hands during trading, an increase of 36% from the average... More of this article »
Image for Marshall Financial Group LLC Has $3.20 Million Stake in Digital Realty Trust, Inc. (NYSE:DLR)

Marshall Financial Group LLC Has $3.20 Million Stake in Digital Realty Trust, Inc. (NYSE:DLR)

Marshall Financial Group LLC reduced its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »