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First Citizens Bank & Trust Co. Sells 35,248 Shares of NextEra Energy, Inc. (NYSE:NEE)
First Citizens Bank & Trust Co. cut its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 34.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Clarendon Private LLC Buys Shares of 973 Vanguard Mid-Cap ETF (NYSEARCA:VO)
Clarendon Private LLC purchased a new position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Avaii Wealth Management LLC Sells 324 Shares of The Coca-Cola Company (NYSE:KO)
Avaii Wealth Management LLC decreased its position in The Coca-Cola Company (NYSE:KO – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Stock Position Boosted by Flagship Private Wealth LLC
Flagship Private Wealth LLC raised its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 7.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Stewardship Advisors LLC Grows Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
Stewardship Advisors LLC lifted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
1834 Investment Advisors Co. Has $1.33 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
1834 Investment Advisors Co. grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Distinct Infrastructure Group (CVE:DUG) Stock Passes Below 50 Day Moving Average – Here’s Why
Distinct Infrastructure Group Inc (CVE:DUG – Get Free Report)’s share price passed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of C$0.06 and traded as low as C$0.05.... More of this article »
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Acquired by Stablepoint Partners LLC
Stablepoint Partners LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Investment Research & Advisory Group Inc. Has $94,000 Stake in The Goldman Sachs Group, Inc. (NYSE:GS)
Investment Research & Advisory Group Inc. lifted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 18.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Eagle Financial Services (OTCMKTS:EFSI) Releases Quarterly Earnings Results
Eagle Financial Services (OTCMKTS:EFSI – Get Free Report) released its quarterly earnings data on Friday. The financial services provider reported $0.87 earnings per share for the quarter, Zacks reports. Eagle Financial Services... More of this article »
Affiance Financial LLC Sells 106 Shares of Honeywell International Inc. (NASDAQ:HON)
Affiance Financial LLC reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,167 shares of the conglomerate’s... More of this article »
NovoCure (NASDAQ:NVCR) Stock Price Passes Above 50-Day Moving Average – Should You Sell?
NovoCure Limited (NASDAQ:NVCR – Get Free Report) shares passed above its 50 day moving average during trading on Friday . The stock has a 50 day moving average of $26.75 and traded as high as $27.11. NovoCure shares last traded... More of this article »
First Citizens Bank & Trust Co. Lowers Stake in Mastercard Incorporated (NYSE:MA)
First Citizens Bank & Trust Co. cut its position in Mastercard Incorporated (NYSE:MA – Free Report) by 23.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 29,354 shares of the... More of this article »
FedEx Co. (NYSE:FDX) Stake Lifted by Duncan Williams Asset Management LLC
Duncan Williams Asset Management LLC raised its position in FedEx Co. (NYSE:FDX – Free Report) by 198.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Geneos Wealth Management Inc. Acquires 1,740 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Geneos Wealth Management Inc. lifted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 14.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Manitou Investment Management Ltd. Sells 7,441 Shares of The Home Depot, Inc. (NYSE:HD)
Manitou Investment Management Ltd. lessened its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
M Winkworth (LON:WINK) Share Price Crosses Below 200-Day Moving Average – Should You Sell?
Shares of M Winkworth PLC (LON:WINK – Get Free Report) crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 199.93 ($2.50) and traded as low as GBX 196 ($2.45). M Winkworth... More of this article »
Ebiquity (LON:EBQ) Share Price Passes Below Two Hundred Day Moving Average – Here’s Why
Ebiquity plc (LON:EBQ – Get Free Report)’s stock price passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 25.89 ($0.32) and traded as low as GBX 21.42 ($0.27).... More of this article »
iPath Series B Carbon ETN (NYSEARCA:GRN) Stock Crosses Above 200-Day Moving Average – Here’s Why
iPath Series B Carbon ETN (NYSEARCA:GRN – Get Free Report)’s stock price passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $27.06 and traded as high as $31.81.... More of this article »
BlackRock Enhanced International Dividend Trust Enters Standstill Agreement with Saba Capital Management
On January 20, 2025, BlackRock Enhanced International Dividend Trust (NYSE:BGY) disclosed in an 8-K filing that it has entered into a standstill agreement with Saba Capital Management, L.P. The agreement involves BlackRock Advisors,... More of this article »
Grimes & Company Inc. Has $952,000 Stock Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)
Grimes & Company Inc. increased its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Harel Insurance Investments & Financial Services Ltd. Lowers Stock Holdings in United Parcel Service, Inc. (NYSE:UPS)
Harel Insurance Investments & Financial Services Ltd. lessened its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 22.1% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
1834 Investment Advisors Co. Sells 20,437 Shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)
1834 Investment Advisors Co. trimmed its stake in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 4.8% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Novare Capital Management LLC Buys 3,405 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Novare Capital Management LLC raised its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Truist Financial Co. (NYSE:TFC) Shares Sold by Novare Capital Management LLC
Novare Capital Management LLC decreased its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 76.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Affinity Wealth Management LLC Buys 1,165 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)
Affinity Wealth Management LLC raised its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Stablepoint Partners LLC Has $2.24 Million Stock Position in Trane Technologies plc (NYSE:TT)
Stablepoint Partners LLC trimmed its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
CFS Investment Advisory Services LLC Has $360,000 Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
CFS Investment Advisory Services LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
9,018 Shares in NextEra Energy, Inc. (NYSE:NEE) Bought by Clarendon Private LLC
Clarendon Private LLC acquired a new stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Regatta Capital Group LLC Sells 200 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)
Regatta Capital Group LLC cut its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Affymax (OTCMKTS:AFFY) Share Price Crosses Above 200-Day Moving Average – Here’s What Happened
Affymax, Inc. (OTCMKTS:AFFY – Get Free Report)’s stock price passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $0.00 and traded as high as $0.00. Affymax shares... More of this article »
Park Edge Advisors LLC Sells 124 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Park Edge Advisors LLC reduced its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Sold by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC trimmed its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 36.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Purchased by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC boosted its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Torq Resources (CVE:TORQ) Trading Up 25% – Here’s What Happened
Shares of Torq Resources Inc. (CVE:TORQ – Get Free Report) shot up 25% on Friday . The company traded as high as C$0.08 and last traded at C$0.08. 115,987 shares changed hands during trading, an increase of 52% from the average... More of this article »
Moody Lynn & Lieberson LLC Boosts Stake in Bristol-Myers Squibb (NYSE:BMY)
Moody Lynn & Lieberson LLC lifted its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 585.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Exchange Traded Concepts LLC Buys 9,373 Shares of Honeywell International Inc. (NASDAQ:HON)
Exchange Traded Concepts LLC raised its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 199.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chubb Limited (NYSE:CB) Shares Acquired by Regency Capital Management Inc. DE
Regency Capital Management Inc. DE grew its holdings in Chubb Limited (NYSE:CB – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 36,575 shares of... More of this article »
Stablepoint Partners LLC Sells 4,840 Shares of GSK plc (NYSE:GSK)
Stablepoint Partners LLC trimmed its holdings in shares of GSK plc (NYSE:GSK – Free Report) by 4.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 99,564 shares of the pharmaceutical... More of this article »
RFG Advisory LLC Sells 2,032 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
RFG Advisory LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Patton Albertson Miller Group LLC Increases Position in Invesco QQQ (NASDAQ:QQQ)
Patton Albertson Miller Group LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 487.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Embree Financial Group Raises Stock Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
Embree Financial Group boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cypress Point Wealth Management LLC Has $516,000 Holdings in Salesforce, Inc. (NYSE:CRM)
Cypress Point Wealth Management LLC reduced its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 21.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Regatta Capital Group LLC Trims Position in Sila Realty Trust, Inc. (NYSE:SILA)
Regatta Capital Group LLC lessened its holdings in shares of Sila Realty Trust, Inc. (NYSE:SILA – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Regatta Capital Group LLC Lowers Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Regatta Capital Group LLC reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Requisite Capital Management LLC Sells 14,200 Shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM)
Requisite Capital Management LLC reduced its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 66.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Precedent Wealth Partners LLC Has $2.64 Million Stock Position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)
Precedent Wealth Partners LLC grew its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Flagship Harbor Advisors LLC Reduces Position in Vanguard Value ETF (NYSEARCA:VTV)
Flagship Harbor Advisors LLC lessened its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »