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Park Edge Advisors LLC Buys Shares of 1,102 S&P Global Inc. (NYSE:SPGI)
Park Edge Advisors LLC purchased a new stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 1,102 shares of the business... More of this article »
iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) is Park Edge Advisors LLC’s 7th Largest Position
Park Edge Advisors LLC cut its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 34.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Harel Insurance Investments & Financial Services Ltd. Has $307,000 Holdings in FedEx Co. (NYSE:FDX)
Harel Insurance Investments & Financial Services Ltd. decreased its position in FedEx Co. (NYSE:FDX – Free Report) by 8.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
KFG Wealth Management LLC Boosts Position in IDEXX Laboratories, Inc. (NASDAQ:IDXX)
KFG Wealth Management LLC increased its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
AlphaMark Advisors LLC Grows Stock Position in The Kroger Co. (NYSE:KR)
AlphaMark Advisors LLC lifted its stake in The Kroger Co. (NYSE:KR – Free Report) by 5.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 26,710... More of this article »
CareDx (NASDAQ:CDNA) Stock Price Down 5.4% – Here’s What Happened
Shares of CareDx, Inc (NASDAQ:CDNA – Get Free Report) fell 5.4% during trading on Friday . The company traded as low as $22.25 and last traded at $22.17. 322,787 shares changed hands during mid-day trading, a decline of 62% from... More of this article »
Danaher Co. (NYSE:DHR) Shares Acquired by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. increased its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
RTD Financial Advisors Inc. Lowers Stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN)
RTD Financial Advisors Inc. decreased its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 0.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by RTD Financial Advisors Inc.
RTD Financial Advisors Inc. trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Apogee Enterprises, Inc. (APOG) to Issue Quarterly Dividend of $0.26 on February 12th
Apogee Enterprises, Inc. (NASDAQ:APOG – Get Free Report) declared a quarterly dividend on Wednesday, January 8th,RTT News reports. Shareholders of record on Tuesday, January 28th will be paid a dividend of 0.26 per share by the... More of this article »
RTD Financial Advisors Inc. Sells 456 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
RTD Financial Advisors Inc. lessened its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Marshall Financial Group LLC Acquires New Position in Janus Henderson B-BBB CLO ETF (BATS:JBBB)
Marshall Financial Group LLC bought a new position in shares of Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Geneos Wealth Management Inc. Buys 200 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Geneos Wealth Management Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Exchange Traded Concepts LLC Acquires 89,627 Shares of Walmart Inc. (NYSE:WMT)
Exchange Traded Concepts LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 63.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Walmart Inc. (NYSE:WMT) Stock Holdings Lessened by Lincoln Capital Corp
Lincoln Capital Corp cut its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Sold by Alpha Financial Advisors LLC
Alpha Financial Advisors LLC lowered its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 4.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
DraftKings Inc. (NASDAQ:DKNG) Holdings Decreased by Jamison Private Wealth Management Inc.
Jamison Private Wealth Management Inc. reduced its holdings in DraftKings Inc. (NASDAQ:DKNG – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Jamison Private Wealth Management Inc. Raises Stake in Simon Property Group, Inc. (NYSE:SPG)
Jamison Private Wealth Management Inc. increased its position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 22.7% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Asio Capital LLC Buys New Shares in Pure Storage, Inc. (NYSE:PSTG)
Asio Capital LLC purchased a new position in Pure Storage, Inc. (NYSE:PSTG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Jamison Private Wealth Management Inc. Grows Position in Old Dominion Freight Line, Inc. (NASDAQ:ODFL)
Jamison Private Wealth Management Inc. boosted its holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Moody’s Co. (NYSE:MCO) Shares Sold by Applied Capital LLC FL
Applied Capital LLC FL lessened its holdings in shares of Moody’s Co. (NYSE:MCO – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Jamison Private Wealth Management Inc. Has $602,000 Stake in Global Payments Inc. (NYSE:GPN)
Jamison Private Wealth Management Inc. reduced its holdings in Global Payments Inc. (NYSE:GPN – Free Report) by 37.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Anderson Hoagland & Co. Acquires New Shares in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
Anderson Hoagland & Co. purchased a new position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Applied Capital LLC FL Purchases 152 Shares of Alibaba Group Holding Limited (NYSE:BABA)
Applied Capital LLC FL raised its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
39,967 Shares in Schlumberger Limited (NYSE:SLB) Purchased by Regency Capital Management Inc. DE
Regency Capital Management Inc. DE purchased a new stake in Schlumberger Limited (NYSE:SLB – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 39,967 shares of the... More of this article »
Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) Shares Acquired by KFG Wealth Management LLC
KFG Wealth Management LLC increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) by 40.7% in the fourth quarter, according to the company in its most recent filing... More of this article »
KFG Wealth Management LLC Buys 42,807 Shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)
KFG Wealth Management LLC increased its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 37.5% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Alerian MLP ETF (NYSEARCA:AMLP) Shares Purchased by Regency Capital Management Inc. DE
Regency Capital Management Inc. DE grew its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) Stake Reduced by KFG Wealth Management LLC
KFG Wealth Management LLC lessened its position in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL – Free Report) by 6.7% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
KFG Wealth Management LLC Purchases 422,148 Shares of Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC)
KFG Wealth Management LLC boosted its position in shares of Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC – Free Report) by 29.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
KFG Wealth Management LLC Sells 4,611 Shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)
KFG Wealth Management LLC trimmed its holdings in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 11.6% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Dynamic Advisor Solutions LLC Decreases Position in Eaton Co. plc (NYSE:ETN)
Dynamic Advisor Solutions LLC cut its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 11.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 9,678 shares... More of this article »
South Plains Financial (NASDAQ:SPFI) Releases Earnings Results, Beats Estimates By $0.29 EPS
South Plains Financial (NASDAQ:SPFI – Get Free Report) posted its quarterly earnings data on Friday. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.29, RTT News reports.... More of this article »
Berbice Capital Management LLC Buys New Shares in Costco Wholesale Co. (NASDAQ:COST)
Berbice Capital Management LLC purchased a new stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased... More of this article »
Peterson Wealth Advisors LLC Sells 42 Shares of Meta Platforms, Inc. (NASDAQ:META)
Peterson Wealth Advisors LLC lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Bought by Olistico Wealth LLC
Olistico Wealth LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 15.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Geneos Wealth Management Inc. Buys 2,697 Shares of Chevron Co. (NYSE:CVX)
Geneos Wealth Management Inc. grew its position in Chevron Co. (NYSE:CVX – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Dynamic Advisor Solutions LLC Decreases Position in Costco Wholesale Co. (NASDAQ:COST)
Dynamic Advisor Solutions LLC reduced its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Enterprise Products Partners L.P. (NYSE:EPD) Stock Holdings Raised by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC increased its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Mutual Advisors LLC Lowers Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Mutual Advisors LLC lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Investment Research & Advisory Group Inc. Increases Position in Vanguard Total Bond Market ETF (NASDAQ:BND)
Investment Research & Advisory Group Inc. increased its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 13.5% in the fourth quarter, according to the company in its most recent Form 13F... More of this article »
Toth Financial Advisory Corp Purchases 315 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)
Toth Financial Advisory Corp increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Acquired by Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC grew its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 7.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Duncan Williams Asset Management LLC Has $749,000 Stock Holdings in Brookfield Co. (NYSE:BN)
Duncan Williams Asset Management LLC decreased its stake in Brookfield Co. (NYSE:BN – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Duncan Williams Asset Management LLC Buys 165 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Duncan Williams Asset Management LLC raised its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 5.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Duncan Williams Asset Management LLC Trims Stock Position in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP)
Duncan Williams Asset Management LLC lowered its position in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Alan B Lancz & Associates Inc. Trims Stock Position in ConocoPhillips (NYSE:COP)
Alan B Lancz & Associates Inc. cut its holdings in ConocoPhillips (NYSE:COP – Free Report) by 13.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,242 shares of the... More of this article »
Patton Albertson Miller Group LLC Sells 1,101 Shares of Cadence Bank (NYSE:CADE)
Patton Albertson Miller Group LLC lowered its stake in shares of Cadence Bank (NYSE:CADE – Free Report) by 12.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,679 shares... More of this article »