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Bahl & Gaynor Inc. Sells 48,961 Shares of The Procter & Gamble Company (NYSE:PG)
Bahl & Gaynor Inc. lessened its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bahl & Gaynor Inc. Sells 163 Shares of Linde plc (NASDAQ:LIN)
Bahl & Gaynor Inc. lessened its position in Linde plc (NASDAQ:LIN – Free Report) by 2.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,016 shares... More of this article »
Kovack Advisors Inc. Sells 105 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)
Kovack Advisors Inc. trimmed its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Purchased by First Fiduciary Investment Counsel Inc.
First Fiduciary Investment Counsel Inc. increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by Argonautica Private Wealth Management Inc.
Argonautica Private Wealth Management Inc. decreased its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Kovack Advisors Inc. Boosts Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Kovack Advisors Inc. grew its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 74.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 27,924 shares of... More of this article »
Knowledge Leaders Capital LLC Has $1.90 Million Holdings in Accenture plc (NYSE:ACN)
Knowledge Leaders Capital LLC trimmed its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 3.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Bryn Mawr Capital Management LLC Acquires 1,530 Shares of Meta Platforms, Inc. (NASDAQ:META)
Bryn Mawr Capital Management LLC raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Golden State Equity Partners Lowers Holdings in Morgan Stanley (NYSE:MS)
Golden State Equity Partners decreased its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 6.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Golden State Equity Partners Increases Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Golden State Equity Partners boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Argonautica Private Wealth Management Inc. Has $497,000 Holdings in Tyler Technologies, Inc. (NYSE:TYL)
Argonautica Private Wealth Management Inc. lowered its position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 5.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Union Pacific’s (UNP) Strong-Buy Rating Reaffirmed at Raymond James
Raymond James reaffirmed their strong-buy rating on shares of Union Pacific (NYSE:UNP – Free Report) in a research report released on Friday, Benzinga reports. They currently have a $280.00 price target on the railroad operator’s... More of this article »
Constellation Brands, Inc. (NYSE:STZ) Shares Sold by WD Rutherford LLC
WD Rutherford LLC cut its position in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Bryn Mawr Capital Management LLC Has $17.90 Million Holdings in The Home Depot, Inc. (NYSE:HD)
Bryn Mawr Capital Management LLC lifted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Golden State Equity Partners Boosts Stock Position in Enterprise Products Partners L.P. (NYSE:EPD)
Golden State Equity Partners boosted its holdings in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Morgan Stanley (NYSE:MS) Shares Sold by Truist Financial Corp
Truist Financial Corp decreased its stake in Morgan Stanley (NYSE:MS – Free Report) by 6.0% during the 4th quarter, Holdings Channel reports. The firm owned 1,029,623 shares of the financial services provider’s stock after... More of this article »
Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) Shares Sold by Truist Financial Corp
Truist Financial Corp lowered its position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 4.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Bought by Truist Financial Corp
Truist Financial Corp grew its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,106,233... More of this article »
Chapman Investment Management LLC Has $1.19 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)
Chapman Investment Management LLC reduced its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 44.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
General Electric (NYSE:GE) Shares Sold by Kovack Advisors Inc.
Kovack Advisors Inc. cut its holdings in General Electric (NYSE:GE – Free Report) by 7.4% during the fourth quarter, HoldingsChannel reports. The fund owned 9,718 shares of the conglomerate’s stock after selling 777 shares... More of this article »
Argonautica Private Wealth Management Inc. Trims Stock Position in Microchip Technology Incorporated (NASDAQ:MCHP)
Argonautica Private Wealth Management Inc. cut its holdings in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 8.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Argonautica Private Wealth Management Inc. Trims Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
Argonautica Private Wealth Management Inc. lessened its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 12.8% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Yoder Wealth Management Inc. Buys New Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Yoder Wealth Management Inc. acquired a new position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) during the 4th quarter, Holdings Channel reports. The firm acquired 14,300 shares of the... More of this article »
Argonautica Private Wealth Management Inc. Sells 680 Shares of NextEra Energy, Inc. (NYSE:NEE)
Argonautica Private Wealth Management Inc. cut its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Boyd Watterson Asset Management LLC OH Lowers Position in Mondelez International, Inc. (NASDAQ:MDLZ)
Boyd Watterson Asset Management LLC OH cut its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Union Pacific (NYSE:UNP) Given New $273.00 Price Target at Evercore ISI
Union Pacific (NYSE:UNP – Free Report) had its price target lifted by Evercore ISI from $271.00 to $273.00 in a research report released on Friday, Benzinga reports. The brokerage currently has an outperform rating on the railroad... More of this article »
Bahl & Gaynor Inc. Sells 208,819 Shares of Crown Castle Inc. (NYSE:CCI)
Bahl & Gaynor Inc. trimmed its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 32.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bahl & Gaynor Inc. Sells 8,624 Shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA)
Bahl & Gaynor Inc. reduced its position in shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 17.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Raab & Moskowitz Asset Management LLC Reduces Position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Raab & Moskowitz Asset Management LLC decreased its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Dover (NYSE:DOV) Price Target Raised to $208.00 at Robert W. Baird
Dover (NYSE:DOV – Free Report) had its price objective increased by Robert W. Baird from $185.00 to $208.00 in a research note published on Friday morning, Benzinga reports. Robert W. Baird currently has an outperform rating... More of this article »
Truist Financial Corp Has $150.64 Million Stock Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
Truist Financial Corp boosted its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 43.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,562,835... More of this article »
Spinnaker Trust Trims Holdings in Dominion Energy, Inc. (NYSE:D)
Spinnaker Trust trimmed its position in Dominion Energy, Inc. (NYSE:D – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Callan Capital LLC Cuts Stock Position in Innovative Industrial Properties, Inc. (NYSE:IIPR)
Callan Capital LLC reduced its holdings in shares of Innovative Industrial Properties, Inc. (NYSE:IIPR – Free Report) by 68.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Callan Capital LLC Makes New $2.12 Million Investment in Edwards Lifesciences Co. (NYSE:EW)
Callan Capital LLC bought a new position in Edwards Lifesciences Co. (NYSE:EW – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 27,756 shares of the medical research company’s stock, valued at... More of this article »
United Parcel Service, Inc. (NYSE:UPS) Shares Sold by Bahl & Gaynor Inc.
Bahl & Gaynor Inc. cut its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 16.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Bahl & Gaynor Inc. Acquires 800 Shares of Nordson Co. (NASDAQ:NDSN)
Bahl & Gaynor Inc. lifted its holdings in shares of Nordson Co. (NASDAQ:NDSN – Free Report) by 15.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,838 shares of the industrial... More of this article »
Spinnaker Trust Increases Stake in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL)
Spinnaker Trust increased its position in shares of Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 6.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Kovack Advisors Inc. Boosts Position in The Goldman Sachs Group, Inc. (NYSE:GS)
Kovack Advisors Inc. boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 19.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,355 shares of the... More of this article »
Kovack Advisors Inc. Buys Shares of 22,577 Advance Auto Parts, Inc. (NYSE:AAP)
Kovack Advisors Inc. bought a new stake in shares of Advance Auto Parts, Inc. (NYSE:AAP – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 22,577 shares of the company’s stock, valued at approximately... More of this article »-logo-1200x675.png?v=20240125142140&w=240&h=220&zc=2){kind=logo}
Kovack Advisors Inc. Reduces Stock Holdings in Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC)
Kovack Advisors Inc. trimmed its holdings in shares of Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Kovack Advisors Inc. Trims Stake in iShares Global Tech ETF (NYSEARCA:IXN)
Kovack Advisors Inc. lowered its holdings in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Kovack Advisors Inc. Buys 785 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)
Kovack Advisors Inc. boosted its stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 24.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Kovack Advisors Inc. Sells 1,569 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Kovack Advisors Inc. lowered its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Bahl & Gaynor Inc. Cuts Stock Position in STERIS plc (NYSE:STE)
Bahl & Gaynor Inc. trimmed its position in shares of STERIS plc (NYSE:STE – Free Report) by 11.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 7,684 shares of the medical equipment... More of this article »
Bahl & Gaynor Inc. Sells 4,220 Shares of Bristol-Myers Squibb (NYSE:BMY)
Bahl & Gaynor Inc. cut its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Motley Fool Asset Management LLC Sells 89 Shares of HubSpot, Inc. (NYSE:HUBS)
Motley Fool Asset Management LLC cut its holdings in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 8.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 933 shares of the software maker’s... More of this article »
Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Sold by Overbrook Management Corp
Overbrook Management Corp lowered its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 6,553 shares of the business services... More of this article »
Yoder Wealth Management Inc. Sells 445 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Yoder Wealth Management Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 16.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »