Home » Author Archive
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Moloney Securities Asset Management LLC
Moloney Securities Asset Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Farmers & Merchants Investments Inc. Sells 917 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Farmers & Merchants Investments Inc. lowered its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.4% during the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Rockwell Automation, Inc. (NYSE:ROK) Shares Sold by Cidel Asset Management Inc.
Cidel Asset Management Inc. lessened its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 42.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Financial Advocates Investment Management Sells 2,609 Shares of Coupang, Inc. (NYSE:CPNG)
Financial Advocates Investment Management cut its position in Coupang, Inc. (NYSE:CPNG – Free Report) by 14.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Financial Advocates Investment Management Sells 1,610 Shares of Southwest Airlines Co. (NYSE:LUV)
Financial Advocates Investment Management cut its stake in Southwest Airlines Co. (NYSE:LUV – Free Report) by 18.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARK Fintech Innovation ETF (NYSEARCA:ARKF) Shares Sold by Financial Advocates Investment Management
Financial Advocates Investment Management decreased its holdings in ARK Fintech Innovation ETF (NYSEARCA:ARKF – Free Report) by 70.1% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
State of Alaska Department of Revenue Sells 6,054 Shares of Nucor Co. (NYSE:NUE)
State of Alaska Department of Revenue lessened its stake in Nucor Co. (NYSE:NUE – Free Report) by 18.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Elser Financial Planning Inc Purchases Shares of 1,543 Extra Space Storage Inc. (NYSE:EXR)
Elser Financial Planning Inc acquired a new position in Extra Space Storage Inc. (NYSE:EXR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
XY Capital Ltd Takes Position in Amcor plc (NYSE:AMCR)
XY Capital Ltd bought a new position in shares of Amcor plc (NYSE:AMCR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Bleakley Financial Group LLC Raises Stock Holdings in Global X Future Analytics Tech ETF (NASDAQ:AIQ)
Bleakley Financial Group LLC boosted its holdings in shares of Global X Future Analytics Tech ETF (NASDAQ:AIQ – Free Report) by 23.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
WCM Investment Management LLC Sells 207,929 Shares of AstraZeneca PLC (NASDAQ:AZN)
WCM Investment Management LLC decreased its stake in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 5.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Aimei Health Technology Announces Amendment to Trust Agreement and Promissory Note
Aimei Health Technology Co., Ltd (NASDAQ: AFJKU) recently disclosed, through a Form 8-K filing with the Securities and Exchange Commission, the approval of crucial amendments to its Trust Agreement and the issuance of a Promissory... More of this article »
Wrapped BNB Price Tops $611.21 (WBNB)
Wrapped BNB (WBNB) traded down 1.9% against the U.S. dollar during the 24-hour period ending at 14:00 PM Eastern on February 10th. Wrapped BNB has a market capitalization of $967.48 million and $556.35 million worth of Wrapped BNB... More of this article »
Entropy Technologies LP Takes Position in Ross Stores, Inc. (NASDAQ:ROST)
Entropy Technologies LP acquired a new stake in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Empirical Finance LLC Has $6.36 Million Stock Position in Philip Morris International Inc. (NYSE:PM)
Empirical Finance LLC lowered its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 1.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Bleakley Financial Group LLC Sells 587 Shares of THOR Industries, Inc. (NYSE:THO)
Bleakley Financial Group LLC lessened its holdings in shares of THOR Industries, Inc. (NYSE:THO – Free Report) by 8.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $2.98 Million Holdings in Hess Co. (NYSE:HES)
Mirae Asset Global Investments Co. Ltd. grew its holdings in Hess Co. (NYSE:HES – Free Report) by 40.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Cornerstone Planning Group LLC Has $339,000 Stock Position in Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS)
Cornerstone Planning Group LLC raised its holdings in Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Cornerstone Planning Group LLC Has $171,000 Stock Holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM)
Cornerstone Planning Group LLC raised its stake in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 22.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »