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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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
McDonald’s Co. (NYSE:MCD) Shares Sold by Vista Investment Partners LLC
Vista Investment Partners LLC cut its position in McDonald’s Co. (NYSE:MCD – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Fifth Third Bancorp Reduces Holdings in United Parcel Service, Inc. (NYSE:UPS)
Fifth Third Bancorp cut its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 5.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 106,833... More of this article »
Anderson Hoagland & Co. Sells 5,427 Shares of Delta Air Lines, Inc. (NYSE:DAL)
Anderson Hoagland & Co. lowered its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 7.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Universal Insurance Holdings, Inc. (NYSE:UVE) Shares Bought by Rockwood Wealth Management LLC
Rockwood Wealth Management LLC boosted its position in shares of Universal Insurance Holdings, Inc. (NYSE:UVE – Free Report) by 48.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Applied Capital LLC FL Raises Position in Enterprise Products Partners L.P. (NYSE:EPD)
Applied Capital LLC FL increased its holdings in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Crescent Grove Advisors LLC Cuts Stock Holdings in ARK Autonomous Technology & Robotics ETF (BATS:ARKQ)
Crescent Grove Advisors LLC cut its stake in ARK Autonomous Technology & Robotics ETF (BATS:ARKQ – Free Report) by 11.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Sound Income Strategies LLC Buys 153 Shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Sound Income Strategies LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 19.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Crescent Grove Advisors LLC Reduces Stake in Alliance Resource Partners, L.P. (NASDAQ:ARLP)
Crescent Grove Advisors LLC reduced its holdings in Alliance Resource Partners, L.P. (NASDAQ:ARLP – Free Report) by 41.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Marshall Financial Group LLC Takes Position in Medpace Holdings, Inc. (NASDAQ:MEDP)
Marshall Financial Group LLC bought a new stake in Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Ramsay Health Care (OTCMKTS:RMYHY) Hits New 12-Month Low – Time to Sell?
Ramsay Health Care Limited (OTCMKTS:RMYHY – Get Free Report) reached a new 52-week low during trading on Friday . The company traded as low as $5.03 and last traded at $5.03, with a volume of 350 shares. The stock had previously... More of this article »
Precedent Wealth Partners LLC Grows Position in Merck & Co., Inc. (NYSE:MRK)
Precedent Wealth Partners LLC lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Danaher Co. (NYSE:DHR) Shares Acquired by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. increased its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by RTD Financial Advisors Inc.
RTD Financial Advisors Inc. trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Geneos Wealth Management Inc. Buys 200 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Geneos Wealth Management Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Jamison Private Wealth Management Inc. Raises Stake in Simon Property Group, Inc. (NYSE:SPG)
Jamison Private Wealth Management Inc. increased its position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 22.7% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
KFG Wealth Management LLC Sells 4,611 Shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)
KFG Wealth Management LLC trimmed its holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 11.6% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Mutual Advisors LLC Lowers Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Mutual Advisors LLC lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Duncan Williams Asset Management LLC Buys 165 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Duncan Williams Asset Management LLC raised its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 5.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Duncan Williams Asset Management LLC Has $749,000 Stock Holdings in Brookfield Co. (NYSE:BN)
Duncan Williams Asset Management LLC decreased its stake in Brookfield Co. (NYSE:BN – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Patton Albertson Miller Group LLC Sells 1,101 Shares of Cadence Bank (NYSE:CADE)
Patton Albertson Miller Group LLC lowered its stake in shares of Cadence Bank (NYSE:CADE – Free Report) by 12.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,679 shares... More of this article »
Park-Ohio Holdings Corp. (PKOH) to Issue Quarterly Dividend of $0.13 on February 21st
Park-Ohio Holdings Corp. (NASDAQ:PKOH – Get Free Report) declared a quarterly dividend on Friday, January 24th,RTT News reports. Investors of record on Friday, February 7th will be paid a dividend of 0.125 per share by the industrial... More of this article »
Jamison Private Wealth Management Inc. Raises Position in Cardinal Health, Inc. (NYSE:CAH)
Jamison Private Wealth Management Inc. lifted its stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »