Home » Author Archive
Permex Petroleum (OILCF) vs. Its Competitors Head-To-Head Contrast
Risk & Volatility Permex Petroleum has a beta of 2.18, indicating that its stock price is 118% more volatile than the S&P 500. Comparatively, Permex Petroleum’s peers have a beta of 8.95, indicating that their average... More of this article »
Anderson Hoagland & Co. Lowers Position in UnitedHealth Group Incorporated (NYSE:UNH)
Anderson Hoagland & Co. lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Stablepoint Partners LLC Buys 460 Shares of Abbott Laboratories (NYSE:ABT)
Stablepoint Partners LLC lifted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 2.3% in the 4th quarter, HoldingsChannel reports. The firm owned 20,696 shares of the healthcare product maker’s stock after... More of this article »
Embree Financial Group Decreases Stock Position in Bank of America Co. (NYSE:BAC)
Embree Financial Group decreased its position in shares of Bank of America Co. (NYSE:BAC) by 1.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 91,279 shares of the financial services provider’s... More of this article »
Flagship Private Wealth LLC Grows Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Flagship Private Wealth LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 12.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Insight Inv LLC Invests $248,000 in Pfizer Inc. (NYSE:PFE)
Insight Inv LLC bought a new stake in Pfizer Inc. (NYSE:PFE – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund bought 9,340 shares of the biopharmaceutical company’s stock, valued at approximately... More of this article »
Clarendon Private LLC Takes Position in Morgan Stanley (NYSE:MS)
Clarendon Private LLC bought a new stake in Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 7,098 shares of the financial services provider’s... More of this article »
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Purchased by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Pfizer (NYSE:PFE) Trading 0.4% Higher – Here’s Why
Pfizer Inc. (NYSE:PFE – Get Free Report) rose 0.4% during mid-day trading on Friday . The company traded as high as $26.20 and last traded at $26.11. Approximately 8,208,513 shares were traded during trading, a decline of 75%... More of this article »
Alabama Graphite (CVE:CSPG) Shares Cross Above 200 Day Moving Average – Here’s What Happened
Alabama Graphite Corp. (CVE:CSPG – Get Free Report) shares passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of C$0.05 and traded as high as C$0.06. Alabama Graphite shares... More of this article »
Stablepoint Partners LLC Purchases 576 Shares of Starbucks Co. (NASDAQ:SBUX)
Stablepoint Partners LLC boosted its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 30,003 shares of the coffee company’s stock after... More of this article »
Precedent Wealth Partners LLC Raises Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Precedent Wealth Partners LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 187.8% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Jamison Private Wealth Management Inc. Boosts Stake in McDonald’s Co. (NYSE:MCD)
Jamison Private Wealth Management Inc. increased its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 33,965 shares of the fast-food... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Position Increased by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC grew its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 28.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 33,272 shares of... More of this article »
MKT Advisors LLC Sells 192 Shares of Wells Fargo & Company (NYSE:WFC)
MKT Advisors LLC cut its stake in Wells Fargo & Company (NYSE:WFC) by 3.9% in the 4th quarter, Holdings Channel reports. The fund owned 4,749 shares of the financial services provider’s stock after selling 192 shares during... More of this article »
B.O.S.S. Retirement Advisors LLC Sells 21,638 Shares of AbbVie Inc. (NYSE:ABBV)
B.O.S.S. Retirement Advisors LLC cut its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 90.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Fifth Third Bancorp Sells 8,837 Shares of EOG Resources, Inc. (NYSE:EOG)
Fifth Third Bancorp decreased its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 3.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 250,505 shares of the energy exploration company’s... More of this article »
Novozymes A/S (OTCMKTS:NVZMY) Shares Pass Below 200-Day Moving Average – What’s Next?
Novozymes A/S (OTCMKTS:NVZMY – Get Free Report)’s share price crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $62.47 and traded as low as $55.71. Novozymes A/S... More of this article »
Park Edge Advisors LLC Invests $278,000 in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)
Park Edge Advisors LLC acquired a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 6,639 shares of the exchange traded... More of this article »
Novare Capital Management LLC Trims Stock Position in RTX Co. (NYSE:RTX)
Novare Capital Management LLC decreased its holdings in shares of RTX Co. (NYSE:RTX – Free Report) by 0.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 106,383 shares of the company’s stock after selling... More of this article »
Manulife Financial (TSE:MFC) Share Price Passes Above 200 Day Moving Average – Here’s Why
Manulife Financial Co. (TSE:MFC – Get Free Report) (NYSE:MFC) shares passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of C$40.57 and traded as high as C$44.09. Manulife... More of this article »
Anderson Hoagland & Co. Sells 55 Shares of Intuit Inc. (NASDAQ:INTU)
Anderson Hoagland & Co. cut its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 0.4% during the 4th quarter, HoldingsChannel reports. The firm owned 12,985 shares of the software maker’s stock after... More of this article »
Geneos Wealth Management Inc. Purchases 1,369 Shares of EOG Resources, Inc. (NYSE:EOG)
Geneos Wealth Management Inc. boosted its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 4.7% in the 4th quarter, HoldingsChannel reports. The firm owned 30,592 shares of the energy exploration company’s... More of this article »
CFS Investment Advisory Services LLC Has $581,000 Position in Netflix, Inc. (NASDAQ:NFLX)
CFS Investment Advisory Services LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 57.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 652 shares of the Internet television... More of this article »
Salesforce, Inc. (NYSE:CRM) CAO Sundeep G. Reddy Sells 436 Shares
Salesforce, Inc. (NYSE:CRM – Get Free Report) CAO Sundeep G. Reddy sold 436 shares of the company’s stock in a transaction on Thursday, January 23rd. The stock was sold at an average price of $332.28, for a total value... More of this article »
BlackRock 2037 Municipal Target Term Trust Enters Into Standstill Agreement with Saba Capital Management, L.P.
On January 20, 2025, BlackRock 2037 Municipal Target Term Trust, in conjunction with BlackRock Advisors, LLC, the Investment Advisor, has signed a standstill agreement with Saba Capital Management, L.P. The Standstill Agreement stipulates... More of this article »
AMCON Distributing Company Completes Acquisition and Reports Financial Results for Q1 2025
AMCON Distributing Company (NYSE American: DIT) recently disclosed its financial results for the first fiscal quarter ending December 31, 2024, along with the completion of the acquisition of Arrowrock Supply. The company reported... More of this article »
MKT Advisors LLC Sells 2,104 Shares of Pfizer Inc. (NYSE:PFE)
MKT Advisors LLC reduced its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 10.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Avaii Wealth Management LLC Invests $280,000 in Starbucks Co. (NASDAQ:SBUX)
Avaii Wealth Management LLC bought a new stake in Starbucks Co. (NASDAQ:SBUX – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,067... More of this article »
Nabors Energy Transition Corp. II (NASDAQ:NETDU) Stock Price Down 0.6% – Here’s Why
Nabors Energy Transition Corp. II (NASDAQ:NETDU – Get Free Report) dropped 0.6% during trading on Friday . The stock traded as low as $10.77 and last traded at $10.77. Approximately 157 shares changed hands during mid-day trading,... More of this article »
First Citizens Bank & Trust Co. Sells 3,556 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
First Citizens Bank & Trust Co. cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
1834 Investment Advisors Co. Decreases Position in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)
1834 Investment Advisors Co. reduced its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 2.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 773,486... More of this article »
Novare Capital Management LLC Reduces Stock Holdings in VanEck Semiconductor ETF (NASDAQ:SMH)
Novare Capital Management LLC lessened its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
RTD Financial Advisors Inc. Grows Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
RTD Financial Advisors Inc. increased its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 14.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Insight Inv LLC Raises Position in Bristol-Myers Squibb (NYSE:BMY)
Insight Inv LLC lifted its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 39.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 30,859 shares of the biopharmaceutical company’s stock after... More of this article »
Crescent Grove Advisors LLC Sells 407 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)
Crescent Grove Advisors LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares U.S. Treasury Bond ETF (BATS:GOVT) Shares Sold by Marshall Financial Group LLC
Marshall Financial Group LLC decreased its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Shell plc (NYSE:SHEL) Shares Purchased by Regatta Capital Group LLC
Regatta Capital Group LLC raised its stake in Shell plc (NYSE:SHEL – Free Report) by 2.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 28,370 shares of the energy company’s stock after... More of this article »
Requisite Capital Management LLC Has $548,000 Position in Clear Channel Outdoor Holdings, Inc. (NYSE:CCO)
Requisite Capital Management LLC trimmed its holdings in shares of Clear Channel Outdoor Holdings, Inc. (NYSE:CCO – Free Report) by 33.3% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Flagship Private Wealth LLC Grows Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)
Flagship Private Wealth LLC raised its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 289.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
1834 Investment Advisors Co. Cuts Holdings in First American Financial Co. (NYSE:FAF)
1834 Investment Advisors Co. lowered its holdings in First American Financial Co. (NYSE:FAF – Free Report) by 6.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Novare Capital Management LLC Acquires 27,801 Shares of InvescoBulletShares2033 Corporate Bond ETF (NASDAQ:BSCX)
Novare Capital Management LLC increased its holdings in shares of InvescoBulletShares2033 Corporate Bond ETF (NASDAQ:BSCX – Free Report) by 167.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 44,376... More of this article »
Moody Lynn & Lieberson LLC Grows Stock Position in Morgan Stanley (NYSE:MS)
Moody Lynn & Lieberson LLC raised its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 15.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 244,816 shares of the financial services provider’s... More of this article »
One Wealth Management Investment & Advisory Services LLC Boosts Stake in The Home Depot, Inc. (NYSE:HD)
One Wealth Management Investment & Advisory Services LLC raised its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 11.9% during the 4th quarter, Holdings Channel reports. The fund owned 867 shares of... More of this article »
Global Net Lease Appoints Ori Kravel as Chief Operating Officer
Global Net Lease, Inc., a Maryland-based real estate investment trust, announced the appointment of Ori Kravel as Chief Operating Officer, effective January 23, 2025. Kravel, who has been with the company since its internalization... More of this article »
Embree Financial Group Decreases Stake in Vanguard Small-Cap ETF (NYSEARCA:VB)
Embree Financial Group decreased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,087 shares of the company’s... More of this article »
iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) Stock Holdings Trimmed by Marshall Financial Group LLC
Marshall Financial Group LLC decreased its holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Analog Devices, Inc. (NASDAQ:ADI) Shares Acquired by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. increased its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »