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PFG Investments LLC Has $2.23 Million Position in Omega Healthcare Investors, Inc. (NYSE:OHI)
PFG Investments LLC increased its holdings in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 56.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Drive Wealth Management LLC Raises Stock Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Drive Wealth Management LLC grew its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 8.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC decreased its stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 12.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Kingswood Wealth Advisors LLC Increases Stock Position in iShares Global 100 ETF (NYSEARCA:IOO)
Kingswood Wealth Advisors LLC raised its holdings in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 88.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Legacy Financial Group LLC Sells 1,451 Shares of Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)
Legacy Financial Group LLC cut its holdings in shares of Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Schlumberger Limited (NYSE:SLB) Shares Purchased by Narwhal Capital Management
Narwhal Capital Management raised its position in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 225.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Tennessee Valley Asset Management Partners Has $14.45 Million Stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Tennessee Valley Asset Management Partners grew its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 18.8% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
The Goldman Sachs Group, Inc. (NYSE:GS) Shares Bought by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC increased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 22.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
1834 Investment Advisors Co. Sells 95 Shares of Danaher Co. (NYSE:DHR)
1834 Investment Advisors Co. decreased its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 5.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,612 shares of the conglomerate’s... More of this article »
Bryant Woods Investment Advisors LLC Invests $1.50 Million in Fidelity Total Bond ETF (NYSEARCA:FBND)
Bryant Woods Investment Advisors LLC acquired a new stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 33,398... More of this article »
GE HealthCare Technologies Inc. (NASDAQ:GEHC) Shares Acquired by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. raised its stake in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Drive Wealth Management LLC Trims Stock Position in Dimensional International High Profitability ETF (BATS:DIHP)
Drive Wealth Management LLC cut its holdings in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
139 Shares in Hilton Worldwide Holdings Inc. (NYSE:HLT) Bought by E Fund Management Hong Kong Co. Ltd.
E Fund Management Hong Kong Co. Ltd. acquired a new stake in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
1,655 Shares in Fiserv, Inc. (NYSE:FI) Purchased by Legacy Financial Group LLC
Legacy Financial Group LLC acquired a new position in Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,655 shares of the... More of this article »
SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL) Stock Position Decreased by E Fund Management Hong Kong Co. Ltd.
E Fund Management Hong Kong Co. Ltd. lowered its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 7.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
JOYY Inc. (NASDAQ:YY) Shares Sold by E Fund Management Hong Kong Co. Ltd.
E Fund Management Hong Kong Co. Ltd. lessened its stake in JOYY Inc. (NASDAQ:YY – Free Report) by 15.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Crescent Grove Advisors LLC Makes New $200,000 Investment in Edwards Lifesciences Co. (NYSE:EW)
Crescent Grove Advisors LLC bought a new stake in Edwards Lifesciences Co. (NYSE:EW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Nasdaq, Inc. (NASDAQ:NDAQ) Stake Lowered by Stablepoint Partners LLC
Stablepoint Partners LLC cut its stake in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,277... More of this article »
Grimes & Company Inc. Boosts Stake in Intuit Inc. (NASDAQ:INTU)
Grimes & Company Inc. lifted its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Stock Position Decreased by TI Trust Inc.
TI Trust Inc. trimmed its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Reliance, Inc. (NYSE:RS) Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Reliance, Inc. (NYSE:RS – Free Report) by 7.8% during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) Holdings Boosted by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 1.5% during the 4th quarter, according to the company in its... More of this article »
iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Shares Acquired by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC lifted its holdings in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 40.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Petix & Botte Co Sells 5,724 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Petix & Botte Co cut its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 16.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
SWP Financial LLC Invests $3.25 Million in iShares MSCI EAFE Growth ETF (BATS:EFG)
SWP Financial LLC bought a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Petix & Botte Co Lowers Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Petix & Botte Co trimmed its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 26.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Stablepoint Partners LLC Trims Stake in Bank of America Co. (NYSE:BAC)
Stablepoint Partners LLC lessened its position in shares of Bank of America Co. (NYSE:BAC) by 5.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,033... More of this article »
OLIO Financial Planning Has $3.36 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
OLIO Financial Planning trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 57.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Corning Incorporated (NYSE:GLW) Shares Acquired by Fifth Third Bancorp
Fifth Third Bancorp increased its position in Corning Incorporated (NYSE:GLW – Free Report) by 16.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 111,448... More of this article »
Garmin Ltd. (NYSE:GRMN) Receives Average Recommendation of “Reduce” from Brokerages
Garmin Ltd. (NYSE:GRMN – Get Free Report) has been given an average recommendation of “Reduce” by the six analysts that are currently covering the firm, MarketBeat Ratings reports. Three analysts have rated the stock... More of this article »
SWP Financial LLC Takes Position in iShares Gold Trust (NYSEARCA:IAU)
SWP Financial LLC acquired a new stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Russell 1000 ETF (NYSEARCA:IWB) Stock Holdings Lowered by Grimes & Company Inc.
Grimes & Company Inc. reduced its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 21.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
First Citizens Bank & Trust Co. Sells 1,034 Shares of Royal Bank of Canada (NYSE:RY)
First Citizens Bank & Trust Co. trimmed its position in Royal Bank of Canada (NYSE:RY – Free Report) (TSE:RY) by 10.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
First Citizens Bank & Trust Co. Raises Stock Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
First Citizens Bank & Trust Co. boosted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Patton Albertson Miller Group LLC Takes Position in Marriott International, Inc. (NASDAQ:MAR)
Patton Albertson Miller Group LLC acquired a new position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Sells 36,438 Shares of Invesco Total Return Bond ETF (NYSEARCA:GTO)
Flagship Harbor Advisors LLC lessened its holdings in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 46.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Exchange Traded Concepts LLC Increases Position in Fortinet, Inc. (NASDAQ:FTNT)
Exchange Traded Concepts LLC raised its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 31.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Masimo Co. (NASDAQ:MASI) Shares Sold by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC lowered its position in shares of Masimo Co. (NASDAQ:MASI – Free Report) by 15.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cedar Mountain Advisors LLC Buys 38 Shares of Costco Wholesale Co. (NASDAQ:COST)
Cedar Mountain Advisors LLC boosted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 11.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Linden Thomas Advisory Services LLC Decreases Stake in ManpowerGroup Inc. (NYSE:MAN)
Linden Thomas Advisory Services LLC lowered its position in ManpowerGroup Inc. (NYSE:MAN – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 12,470 shares... More of this article »
Stella-Jones Inc. (TSE:SJ) Receives Average Rating of “Moderate Buy” from Analysts
Stella-Jones Inc. (TSE:SJ – Get Free Report) has earned an average rating of “Moderate Buy” from the seven analysts that are presently covering the stock, Marketbeat Ratings reports. Two investment analysts have... More of this article »
Linden Thomas Advisory Services LLC Raises Holdings in Astrana Health, Inc. (NASDAQ:ASTH)
Linden Thomas Advisory Services LLC raised its holdings in shares of Astrana Health, Inc. (NASDAQ:ASTH – Free Report) by 23.3% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Kadant Inc. (NYSE:KAI) Shares Purchased by Linden Thomas Advisory Services LLC
Linden Thomas Advisory Services LLC boosted its position in Kadant Inc. (NYSE:KAI – Free Report) by 21.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cyndeo Wealth Partners LLC Has $241,000 Stock Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)
Cyndeo Wealth Partners LLC trimmed its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 61.5% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Linden Thomas Advisory Services LLC Has $560,000 Stock Position in Flowers Foods, Inc. (NYSE:FLO)
Linden Thomas Advisory Services LLC reduced its stake in shares of Flowers Foods, Inc. (NYSE:FLO – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Dynamic Advisor Solutions LLC Has $748,000 Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)
Dynamic Advisor Solutions LLC lessened its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 42.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Geneos Wealth Management Inc. Increases Holdings in First Trust Long Duration Opportunities ETF (NYSEARCA:LGOV)
Geneos Wealth Management Inc. raised its stake in First Trust Long Duration Opportunities ETF (NYSEARCA:LGOV – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Geneos Wealth Management Inc. Boosts Stock Holdings in American Express (NYSE:AXP)
Geneos Wealth Management Inc. boosted its stake in American Express (NYSE:AXP – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »