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Image for Cornerstone Planning Group LLC Cuts Stake in Chevron Co. (NYSE:CVX)

Cornerstone Planning Group LLC Cuts Stake in Chevron Co. (NYSE:CVX)

Cornerstone Planning Group LLC trimmed its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 15.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 487 shares of the oil... More of this article »
Image for Empowered Funds LLC Purchases 10,934 Shares of First Merchants Co. (NASDAQ:FRME)

Empowered Funds LLC Purchases 10,934 Shares of First Merchants Co. (NASDAQ:FRME)

Empowered Funds LLC increased its position in First Merchants Co. (NASDAQ:FRME – Free Report) by 5.2% in the 4th quarter, Holdings Channel reports. The firm owned 222,066 shares of the bank’s stock after buying an additional... More of this article »
Image for 250,531 Shares in Match Group, Inc. (NASDAQ:MTCH) Bought by Empowered Funds LLC

250,531 Shares in Match Group, Inc. (NASDAQ:MTCH) Bought by Empowered Funds LLC

Empowered Funds LLC bought a new stake in shares of Match Group, Inc. (NASDAQ:MTCH – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 250,531 shares of the technology company’s... More of this article »
Image for Empowered Funds LLC Acquires 30,977 Shares of Foot Locker, Inc. (NYSE:FL)

Empowered Funds LLC Acquires 30,977 Shares of Foot Locker, Inc. (NYSE:FL)

Empowered Funds LLC lifted its holdings in Foot Locker, Inc. (NYSE:FL – Free Report) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 416,498 shares of the athletic footwear retailer’s stock... More of this article »
Image for Empowered Funds LLC Raises Stock Holdings in Select Water Solutions, Inc. (NYSE:WTTR)

Empowered Funds LLC Raises Stock Holdings in Select Water Solutions, Inc. (NYSE:WTTR)

Empowered Funds LLC raised its stake in Select Water Solutions, Inc. (NYSE:WTTR – Free Report) by 11.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 640,401 shares of the company’s stock after buying... More of this article »
Image for Omnicom Group Inc. (NYSE:OMC) Shares Acquired by Empowered Funds LLC

Omnicom Group Inc. (NYSE:OMC) Shares Acquired by Empowered Funds LLC

Empowered Funds LLC lifted its holdings in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 4.1% in the fourth quarter, HoldingsChannel reports. The firm owned 112,129 shares of the business services provider’s... More of this article »
Image for Relmada Therapeutics Acquires Sepranolone for Tourette Syndrome TreatmentOn February 3, 2025, Relmada Therapeutics, Inc. (NASDAQ: RLMD) finalized an Asset Purchase Agreement with Asarina Pharma AB, a Swedish corporation, to acquire all rights to Sepr

Relmada Therapeutics Acquires Sepranolone for Tourette Syndrome TreatmentOn February 3, 2025, Relmada Therapeutics, Inc. (NASDAQ: RLMD) finalized an Asset Purchase Agreement with Asarina Pharma AB, a Swedish corporation, to acquire all rights to Sepr

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Relmada Therapeutics’s 8K filing here. About Relmada Therapeutics (Get Free... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Rede Wealth LLC

Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Rede Wealth LLC

Rede Wealth LLC trimmed its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,318... More of this article »
Image for Luminvest Wealth Management LLC Cuts Stake in Vanguard Extended Market ETF (NYSEARCA:VXF)

Luminvest Wealth Management LLC Cuts Stake in Vanguard Extended Market ETF (NYSEARCA:VXF)

Luminvest Wealth Management LLC trimmed its holdings in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Opal Wealth Advisors LLC Invests $264,000 in AllianceBernstein Holding L.P. (NYSE:AB)

Opal Wealth Advisors LLC Invests $264,000 in AllianceBernstein Holding L.P. (NYSE:AB)

Opal Wealth Advisors LLC bought a new position in shares of AllianceBernstein Holding L.P. (NYSE:AB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Moloney Securities Asset Management LLC Raises Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Moloney Securities Asset Management LLC Raises Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Moloney Securities Asset Management LLC grew its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Moloney Securities Asset Management LLC Sells 731 Shares of Roche Holding AG (OTCMKTS:RHHBY)

Moloney Securities Asset Management LLC Sells 731 Shares of Roche Holding AG (OTCMKTS:RHHBY)

Moloney Securities Asset Management LLC lessened its holdings in Roche Holding AG (OTCMKTS:RHHBY – Free Report) by 2.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Northeast Investment Management Has $6.42 Million Stake in Merck & Co., Inc. (NYSE:MRK)

Northeast Investment Management Has $6.42 Million Stake in Merck & Co., Inc. (NYSE:MRK)

Northeast Investment Management raised its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for GGM Financials LLC Purchases 7,564 Shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI)

GGM Financials LLC Purchases 7,564 Shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI)

GGM Financials LLC boosted its holdings in shares of NYLI FTSE International Equity Currency Neutral ETF (NYSEARCA:HFXI – Free Report) by 24.5% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Comprehensive Financial Planning Inc. PA Invests $355,000 in Aptus Defined Risk ETF (BATS:DRSK)

Comprehensive Financial Planning Inc. PA Invests $355,000 in Aptus Defined Risk ETF (BATS:DRSK)

Comprehensive Financial Planning Inc. PA acquired a new stake in Aptus Defined Risk ETF (BATS:DRSK – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 12,953 shares of the company’s... More of this article »
Image for Salzhauer Michael Cuts Stock Position in Antero Resources Co. (NYSE:AR)

Salzhauer Michael Cuts Stock Position in Antero Resources Co. (NYSE:AR)

Salzhauer Michael trimmed its holdings in shares of Antero Resources Co. (NYSE:AR – Free Report) by 21.2% in the fourth quarter, Holdings Channel reports. The firm owned 26,000 shares of the oil and natural gas company’s... More of this article »
Image for Investment Advisory Services Inc. TX ADV Sells 220 Shares of Laboratory Co. of America Holdings (NYSE:LH)

Investment Advisory Services Inc. TX ADV Sells 220 Shares of Laboratory Co. of America Holdings (NYSE:LH)

Investment Advisory Services Inc. TX ADV cut its position in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 6.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for AlphaStar Capital Management LLC Boosts Stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

AlphaStar Capital Management LLC Boosts Stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)

AlphaStar Capital Management LLC raised its holdings in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 60.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Entropy Technologies LP Grows Stake in Constellation Brands, Inc. (NYSE:STZ)

Entropy Technologies LP Grows Stake in Constellation Brands, Inc. (NYSE:STZ)

Entropy Technologies LP raised its stake in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 339.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Comprehensive Financial Planning Inc. PA Invests $545,000 in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC)

Comprehensive Financial Planning Inc. PA Invests $545,000 in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC)

Comprehensive Financial Planning Inc. PA bought a new stake in First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC – Free Report) in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Image for Quilter Plc Sells 19,390 Shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA)

Quilter Plc Sells 19,390 Shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA)

Quilter Plc lessened its stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 28.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,717... More of this article »
Image for Kingsview Wealth Management LLC Buys New Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Kingsview Wealth Management LLC Buys New Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Kingsview Wealth Management LLC acquired a new stake in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 65,451 shares of the company’s... More of this article »
Image for Four Tree Island Advisory LLC Buys New Stake in Ituran Location and Control Ltd. (NASDAQ:ITRN)

Four Tree Island Advisory LLC Buys New Stake in Ituran Location and Control Ltd. (NASDAQ:ITRN)

Four Tree Island Advisory LLC purchased a new position in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Realty Income Co. (NYSE:O) Shares Bought by MBA Advisors LLC

Realty Income Co. (NYSE:O) Shares Bought by MBA Advisors LLC

MBA Advisors LLC raised its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 8.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for MBA Advisors LLC Has $561,000 Stake in GE Vernova Inc. (NYSE:GEV)

MBA Advisors LLC Has $561,000 Stake in GE Vernova Inc. (NYSE:GEV)

MBA Advisors LLC lowered its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 36.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,707 shares of the company’s stock after selling 977 shares... More of this article »
Image for Wingate Wealth Advisors Inc. Acquires New Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Wingate Wealth Advisors Inc. Acquires New Stake in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Wingate Wealth Advisors Inc. bought a new stake in Marsh & McLennan Companies, Inc. (NYSE:MMC – 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 Cidel Asset Management Inc. Reduces Stock Holdings in Ally Financial Inc. (NYSE:ALLY)

Cidel Asset Management Inc. Reduces Stock Holdings in Ally Financial Inc. (NYSE:ALLY)

Cidel Asset Management Inc. lessened its holdings in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) Stock Holdings Raised by Gunma Bank Ltd.

Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) Stock Holdings Raised by Gunma Bank Ltd.

Gunma Bank Ltd. increased its position in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 251.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for JPMorgan Municipal ETF (BATS:JMUB) Shares Acquired by Opal Wealth Advisors LLC

JPMorgan Municipal ETF (BATS:JMUB) Shares Acquired by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC increased its holdings in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 11.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Opal Wealth Advisors LLC Purchases 264 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Opal Wealth Advisors LLC Purchases 264 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Opal Wealth Advisors LLC lifted its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Elser Financial Planning Inc Invests $274,000 in Accenture plc (NYSE:ACN)

Elser Financial Planning Inc Invests $274,000 in Accenture plc (NYSE:ACN)

Elser Financial Planning Inc purchased a new position in shares of Accenture plc (NYSE:ACN – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased... More of this article »
Image for Promising Restaurant Stocks To Follow Now – February 07th

Promising Restaurant Stocks To Follow Now – February 07th

Uber Technologies, Alibaba Group, Booking, Berkshire Hathaway, SoundHound AI, Coca-Cola, and McDonald’s are the seven Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. Restaurant stocks... More of this article »
Image for ConocoPhillips (NYSE:COP) Shares Sold by Quotient Wealth Partners LLC

ConocoPhillips (NYSE:COP) Shares Sold by Quotient Wealth Partners LLC

Quotient Wealth Partners LLC lessened its holdings in ConocoPhillips (NYSE:COP – Free Report) by 0.9% in 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 Benedict Financial Advisors Inc. Sells 114 Shares of General Dynamics Co. (NYSE:GD)

Benedict Financial Advisors Inc. Sells 114 Shares of General Dynamics Co. (NYSE:GD)

Benedict Financial Advisors Inc. reduced its position in General Dynamics Co. (NYSE:GD – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,372... More of this article »
Image for Benedict Financial Advisors Inc. Has $2.82 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)

Benedict Financial Advisors Inc. Has $2.82 Million Holdings in Essential Utilities, Inc. (NYSE:WTRG)

Benedict Financial Advisors Inc. lifted its holdings in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 1.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Summit Wealth & Retirement Planning Inc. Acquires 601,675 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Summit Wealth & Retirement Planning Inc. Acquires 601,675 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

Summit Wealth & Retirement Planning Inc. raised its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 105.3% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Birch Hill Investment Advisors LLC Makes New Investment in Chewy, Inc. (NYSE:CHWY)

Birch Hill Investment Advisors LLC Makes New Investment in Chewy, Inc. (NYSE:CHWY)

Birch Hill Investment Advisors LLC purchased a new position in Chewy, Inc. (NYSE:CHWY – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for The Travelers Companies, Inc. (NYSE:TRV) Shares Sold by Benedict Financial Advisors Inc.

The Travelers Companies, Inc. (NYSE:TRV) Shares Sold by Benedict Financial Advisors Inc.

Benedict Financial Advisors Inc. cut its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,171... More of this article »
Image for Benedict Financial Advisors Inc. Sells 153 Shares of Kimberly-Clark Co. (NYSE:KMB)

Benedict Financial Advisors Inc. Sells 153 Shares of Kimberly-Clark Co. (NYSE:KMB)

Benedict Financial Advisors Inc. lowered its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,027... More of this article »
Image for Richard C. Young & CO. LTD. Sells 714 Shares of The J. M. Smucker Company (NYSE:SJM)

Richard C. Young & CO. LTD. Sells 714 Shares of The J. M. Smucker Company (NYSE:SJM)

Richard C. Young & CO. LTD. trimmed its holdings in The J. M. Smucker Company (NYSE:SJM – Free Report) by 8.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Silicon Valley Capital Partners Takes Position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Silicon Valley Capital Partners Takes Position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Silicon Valley Capital Partners purchased a new stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Raises Stock Holdings in Masimo Co. (NASDAQ:MASI)

Sumitomo Mitsui Trust Group Inc. Raises Stock Holdings in Masimo Co. (NASDAQ:MASI)

Sumitomo Mitsui Trust Group Inc. raised its position in shares of Masimo Co. (NASDAQ:MASI – Free Report) by 0.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) is Cornerstone Planning Group LLC’s 3rd Largest Position

Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) is Cornerstone Planning Group LLC’s 3rd Largest Position

Cornerstone Planning Group LLC raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 134.6% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for WestEnd Advisors LLC Sells 274,019 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

WestEnd Advisors LLC Sells 274,019 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

WestEnd Advisors LLC lessened its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 25.0% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Sells 2,817 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)

Sumitomo Mitsui Trust Group Inc. Sells 2,817 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)

Sumitomo Mitsui Trust Group Inc. lessened its holdings in Willis Towers Watson Public Limited (NASDAQ:WTW – Free Report) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 101,039 Shares in iShares Silver Trust (NYSEARCA:SLV) Bought by Strategic Financial Concepts LLC

101,039 Shares in iShares Silver Trust (NYSEARCA:SLV) Bought by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC bought a new stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Stoneridge Investment Partners LLC Invests $800,000 in Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Stoneridge Investment Partners LLC Invests $800,000 in Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Stoneridge Investment Partners LLC purchased a new stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Walter & Keenan Wealth Management LLC IN ADV Trims Stock Position in Northern Trust Co. (NASDAQ:NTRS)

Walter & Keenan Wealth Management LLC IN ADV Trims Stock Position in Northern Trust Co. (NASDAQ:NTRS)

Walter & Keenan Wealth Management LLC IN ADV decreased its position in Northern Trust Co. (NASDAQ:NTRS – Free Report) by 0.2% in the fourth quarter, Holdings Channel reports. The firm owned 42,158 shares of the asset manager’s... More of this article »
Image for Arlington Trust Co LLC Acquires 85 Shares of The Progressive Co. (NYSE:PGR)

Arlington Trust Co LLC Acquires 85 Shares of The Progressive Co. (NYSE:PGR)

Arlington Trust Co LLC boosted its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Strategic Financial Concepts LLC Invests $3.56 Million in Bio-Rad Laboratories, Inc. (NYSE:BIO)

Strategic Financial Concepts LLC Invests $3.56 Million in Bio-Rad Laboratories, Inc. (NYSE:BIO)

Strategic Financial Concepts LLC purchased a new stake in Bio-Rad Laboratories, Inc. (NYSE:BIO – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »