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Premier Path Wealth Partners LLC Reduces Stake in Target Co. (NYSE:TGT)
Premier Path Wealth Partners LLC cut its stake in shares of Target Co. (NYSE:TGT – Free Report) by 11.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hubbell Strickland Wealth Management LLC Buys 24 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Hubbell Strickland Wealth Management LLC raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 4,945... More of this article »
AbbVie Inc. (NYSE:ABBV) is Verity & Verity LLC’s 6th Largest Position
Verity & Verity LLC raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sernova (TSE:SVA) Trading Down 4.5% – Time to Sell?
Sernova Corp. (TSE:SVA – Get Free Report)’s share price fell 4.5% on Friday . The stock traded as low as C$0.21 and last traded at C$0.21. 56,087 shares changed hands during trading, a decline of 64% from the average session... More of this article »
ANGLE (OTCMKTS:ANPCY) Trading 9.6% Higher – Still a Buy?
Shares of ANGLE plc (OTCMKTS:ANPCY – Get Free Report) rose 9.6% during trading on Friday . The stock traded as high as C$1.48 and last traded at C$1.48. Approximately 600 shares changed hands during mid-day trading, a decline... More of this article »
Riversedge Advisors LLC Grows Stock Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Riversedge Advisors LLC grew its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Krilogy Financial LLC Sells 8,630 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Krilogy Financial LLC decreased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 39.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 13,344 shares of the exchange... More of this article »
Whitaker Myers Wealth Managers LTD. Takes Position in Verizon Communications Inc. (NYSE:VZ)
Whitaker Myers Wealth Managers LTD. acquired a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Portside Wealth Group LLC Trims Holdings in Verizon Communications Inc. (NYSE:VZ)
Portside Wealth Group LLC reduced its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Brady Martz Wealth Solutions LLC Buys Shares of 27,422 iShares National Muni Bond ETF (NYSEARCA:MUB)
Brady Martz Wealth Solutions LLC purchased a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
J2 Capital Management Inc Buys Shares of 1,877 Cummins Inc. (NYSE:CMI)
J2 Capital Management Inc purchased a new position in shares of Cummins Inc. (NYSE:CMI – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Oak Ridge Investments LLC Makes New Investment in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Oak Ridge Investments LLC acquired a new stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Arbor Trust Wealth Advisors LLC Sells 235 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Arbor Trust Wealth Advisors LLC reduced its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Smith Salley Wealth Management Grows Stock Holdings in Linde plc (NASDAQ:LIN)
Smith Salley Wealth Management lifted its holdings in Linde plc (NASDAQ:LIN – Free Report) by 0.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Fulcrum Therapeutics Expects $240 Million Cash Position as of December 31, 2024
Fulcrum Therapeutics, Inc. (NASDAQ: FULC) recently provided an update on its financial situation through an updated corporate presentation published on its website on January 13, 2025. While the comprehensive financial results for... More of this article »
HB Wealth Management LLC Buys 12,605 Shares of Chevron Co. (NYSE:CVX)
HB Wealth Management LLC lifted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 8.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
IG Design Group (LON:IGR) Stock Price Down 58.2% – Time to Sell?
IG Design Group plc (LON:IGR – Get Free Report) shares fell 58.2% during trading on Friday . The company traded as low as GBX 56.67 ($0.69) and last traded at GBX 59.60 ($0.73). 9,236,741 shares changed hands during mid-day trading,... More of this article »
Delta Capital Management LLC Sells 210 Shares of Altria Group, Inc. (NYSE:MO)
Delta Capital Management LLC cut its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 0.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,460... More of this article »
Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) is Triangle Securities Wealth Management’s 2nd Largest Position
Triangle Securities Wealth Management lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 196.7% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Brooklyn Investment Group Raises Stake in Shell plc (NYSE:SHEL)
Brooklyn Investment Group raised its holdings in shares of Shell plc (NYSE:SHEL – Free Report) by 326.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,272... More of this article »
Atwater Malick LLC Raises Holdings in Eli Lilly and Company (NYSE:LLY)
Atwater Malick LLC raised its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 14.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,025 shares of... More of this article »
CDW Co. (NASDAQ:CDW) Short Interest Update
CDW Co. (NASDAQ:CDW – Get Free Report) was the recipient of a significant increase in short interest during the month of December. As of December 31st, there was short interest totalling 2,880,000 shares, an increase of 8.7%... More of this article »
enCore Energy Corp. (NASDAQ:EU) Short Interest Update
enCore Energy Corp. (NASDAQ:EU – Get Free Report) was the recipient of a large increase in short interest during the month of December. As of December 31st, there was short interest totalling 9,020,000 shares, an increase of... More of this article »
Ambu A/S (OTCMKTS:AMBBY) Shares Down 0% – What’s Next?
Ambu A/S (OTCMKTS:AMBBY – Get Free Report)’s share price fell 0% during trading on Friday . The company traded as low as $18.94 and last traded at $19.14. 984 shares were traded during mid-day trading, an increase of 65%... More of this article »
YouGov (OTCMKTS:YUGVF) Shares Down 15.1% – Should You Sell?
YouGov plc (OTCMKTS:YUGVF – Get Free Report)’s share price dropped 15.1% on Friday . The company traded as low as $4.67 and last traded at $4.67. Approximately 300 shares changed hands during mid-day trading, a decline... More of this article »
Kelly Financial Services LLC Has $3.99 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)
Kelly Financial Services LLC lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 225.0% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Merit Financial Group LLC Increases Position in Cummins Inc. (NYSE:CMI)
Merit Financial Group LLC boosted its position in Cummins Inc. (NYSE:CMI – Free Report) by 177.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,835 shares of the company’s stock... More of this article »
Wealth Alliance Advisory Group LLC Sells 401 Shares of Phillips 66 (NYSE:PSX)
Wealth Alliance Advisory Group LLC reduced its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bowman & Co S.C. Grows Stake in S&P Global Inc. (NYSE:SPGI)
Bowman & Co S.C. boosted its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 13.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
The Progressive Co. (NYSE:PGR) Shares Bought by Artemis Investment Management LLP
Artemis Investment Management LLP grew its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Delta Capital Management LLC Purchases Shares of 4,460 Zions Bancorporation, National Association (NASDAQ:ZION)
Delta Capital Management LLC acquired a new position in shares of Zions Bancorporation, National Association (NASDAQ:ZION – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) Shares Purchased by Cambridge Advisors Inc.
Cambridge Advisors Inc. grew its holdings in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 17.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Cambridge Advisors Inc. Sells 165 Shares of Carrier Global Co. (NYSE:CARR)
Cambridge Advisors Inc. lowered its stake in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 3.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 5,086 shares of the company’s... More of this article »
Granite Ridge Resources, Inc. (NYSE:GRNT) Short Interest Up 20.8% in December
Granite Ridge Resources, Inc. (NYSE:GRNT – Get Free Report) was the recipient of a large growth in short interest in the month of December. As of December 31st, there was short interest totalling 3,890,000 shares, a growth of... More of this article »
CGN Advisors LLC Raises Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
CGN Advisors LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 270.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,863... More of this article »
Artemis Investment Management LLP Invests $18.77 Million in Planet Fitness, Inc. (NYSE:PLNT)
Artemis Investment Management LLP purchased a new stake in Planet Fitness, Inc. (NYSE:PLNT – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 189,810 shares of... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Stock Holdings Lowered by Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC cut its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 9.0% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
McDonald’s Co. (NYSE:MCD) is Liberty One Investment Management LLC’s 6th Largest Position
Liberty One Investment Management LLC increased its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 0.9% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Romano Brothers AND Company Sells 100 Shares of McDonald’s Co. (NYSE:MCD)
Romano Brothers AND Company lowered its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Premier Path Wealth Partners LLC Grows Position in Motorola Solutions, Inc. (NYSE:MSI)
Premier Path Wealth Partners LLC grew its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Retirement Wealth Solutions LLC Invests $12.22 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Retirement Wealth Solutions LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
LongView Wealth Management Sells 251 Shares of The Charles Schwab Co. (NYSE:SCHW)
LongView Wealth Management lessened its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Whitaker Myers Wealth Managers LTD. Takes Position in Block, Inc. (NYSE:SQ)
Whitaker Myers Wealth Managers LTD. purchased a new position in shares of Block, Inc. (NYSE:SQ – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Kelly Financial Services LLC Sells 735 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Kelly Financial Services LLC cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 34.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Portside Wealth Group LLC Decreases Stock Position in Comcast Co. (NASDAQ:CMCSA)
Portside Wealth Group LLC lessened its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Sandy Cove Advisors LLC Sells 963 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Sandy Cove Advisors LLC reduced its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Sandy Cove Advisors LLC Acquires New Stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Sandy Cove Advisors LLC purchased a new stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
My Legacy Advisors LLC Decreases Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
My Legacy Advisors LLC lessened its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »