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300 Shares in Quanta Services, Inc. (NYSE:PWR) Bought by Stonehage Fleming Financial Services Holdings Ltd
Stonehage Fleming Financial Services Holdings Ltd bought a new stake in Quanta Services, Inc. (NYSE:PWR – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) Shares Bought by Armbruster Capital Management Inc.
Armbruster Capital Management Inc. lifted its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Pacer Advisors Inc. Grows Position in NOV Inc. (NYSE:NOV)
Pacer Advisors Inc. raised its position in shares of NOV Inc. (NYSE:NOV – Free Report) by 12,344.0% during the 4th quarter, Holdings Channel reports. The fund owned 12,309,433 shares of the oil and gas exploration company’s... More of this article »
International Media Acquisition Extends Initial Business Combination Timeline
On January 24, 2025, International Media Acquisition Corp. (NASDAQ: IMAQU) announced in an 8-K filing that it made an Extension Payment of $2,000 to the trust account. This payment was made to extend the period within which the company... More of this article »
Pacer Advisors Inc. Buys 91,172 Shares of Matson, Inc. (NYSE:MATX)
Pacer Advisors Inc. grew its position in shares of Matson, Inc. (NYSE:MATX – Free Report) by 9.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,049,772 shares of the shipping company’s stock after... More of this article »
Chevron Co. (NYSE:CVX) Shares Acquired by Monte Financial Group LLC
Monte Financial Group LLC lifted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Sold by Encompass More Asset Management
Encompass More Asset Management decreased its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 13.8% during the 4th quarter, HoldingsChannel reports. The fund owned 2,006 shares of the oil and gas company’s stock... More of this article »
Hunter Perkins Capital Management LLC Reduces Stock Position in Analog Devices, Inc. (NASDAQ:ADI)
Hunter Perkins Capital Management LLC cut its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Cathy Pareto & Associates Inc. Makes New $4.72 Million Investment in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
Cathy Pareto & Associates Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased... More of this article »
Cornerstone Wealth Group LLC Grows Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)
Cornerstone Wealth Group LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Carrier Global Co. (NYSE:CARR) Holdings Decreased by Stonehage Fleming Financial Services Holdings Ltd
Stonehage Fleming Financial Services Holdings Ltd cut its position in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 6.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 11,149 shares of the company’s... More of this article »
Armbruster Capital Management Inc. Has $567,000 Stock Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Armbruster Capital Management Inc. raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 99.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 21,930 shares of the company’s... More of this article »
KBC Group NV Acquires 1,473 Shares of Corteva, Inc. (NYSE:CTVA)
KBC Group NV grew its holdings in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 0.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,121,577 shares... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Stock Holdings Lifted by LexAurum Advisors LLC
LexAurum Advisors LLC lifted its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 7,010 shares of the semiconductor manufacturer’s... More of this article »
Atticus Wealth Management LLC Sells 43 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Atticus Wealth Management LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 751 shares of the healthcare... More of this article »
29,120 Shares in Xylem Inc. (NYSE:XYL) Acquired by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA bought a new stake in shares of Xylem Inc. (NYSE:XYL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Freeport-McMoRan Inc. (NYSE:FCX) Shares Acquired by Grimes & Company Inc.
Grimes & Company Inc. boosted its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 10.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Strategic Investment Advisors MI Has $2.01 Million Stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV)
Strategic Investment Advisors MI boosted its stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 2.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 29,378 shares of the company’s stock... More of this article »
Prologis, Inc. (NYSE:PLD) Shares Purchased by PFG Investments LLC
PFG Investments LLC lifted its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,554... More of this article »
Apexium Financial LP Buys Shares of 54,613 Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)
Apexium Financial LP purchased a new position in shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Blue Trust Inc. Increases Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Blue Trust Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 17.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 528,044 shares... More of this article »
Cathy Pareto & Associates Inc. Acquires Shares of 6,928 ALPS Sector Dividend Dogs ETF (NYSEARCA:SDOG)
Cathy Pareto & Associates Inc. bought a new position in shares of ALPS Sector Dividend Dogs ETF (NYSEARCA:SDOG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Legacy Financial Group LLC Acquires New Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Legacy Financial Group LLC purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Strategic Investment Advisors MI Cuts Stock Position in Synchrony Financial (NYSE:SYF)
Strategic Investment Advisors MI reduced its position in Synchrony Financial (NYSE:SYF – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Maj Invest Holding A S Has $64.13 Million Stock Holdings in Aflac Incorporated (NYSE:AFL)
Maj Invest Holding A S reduced its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 56.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 619,951 shares of the financial services provider’s... More of this article »
1834 Investment Advisors Co. Grows Position in The Mosaic Company (NYSE:MOS)
1834 Investment Advisors Co. increased its stake in shares of The Mosaic Company (NYSE:MOS – Free Report) by 56.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Stablepoint Partners LLC Purchases 3,441 Shares of Comcast Co. (NASDAQ:CMCSA)
Stablepoint Partners LLC boosted its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 9.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) Shares Sold by Peak Financial Management Inc.
Peak Financial Management Inc. trimmed its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Celularity Inc. Fails to Complete Private Placement Agreement
Celularity Inc. (NASDAQ: CELU) recently disclosed the termination of a material definitive agreement in an 8-K filing with the Securities and Exchange Commission (SEC) on January 23, 2025. The agreement in question was a securities... More of this article »
Legacy Financial Group LLC Takes $3.82 Million Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)
Legacy Financial Group LLC bought a new stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm bought 18,478 shares of the company’s stock,... More of this article »
Legacy Financial Group LLC Acquires Shares of 2,850 Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Legacy Financial Group LLC acquired a new stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Legacy Financial Group LLC Invests $429,000 in Caterpillar Inc. (NYSE:CAT)
Legacy Financial Group LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 1,182 shares of the industrial... More of this article »
Lockheed Martin Co. (NYSE:LMT) Shares Bought by Narwhal Capital Management
Narwhal Capital Management lifted its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 26.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Narwhal Capital Management Grows Stock Holdings in Murphy USA Inc. (NYSE:MUSA)
Narwhal Capital Management lifted its position in Murphy USA Inc. (NYSE:MUSA – Free Report) by 460.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,754 shares of the specialty retailer’s... More of this article »
E Fund Management Hong Kong Co. Ltd. Invests $70,000 in Weibo Co. (NASDAQ:WB)
E Fund Management Hong Kong Co. Ltd. bought a new stake in Weibo Co. (NASDAQ:WB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Becton, Dickinson and Company (NYSE:BDX) Shares Purchased by Novare Capital Management LLC
Novare Capital Management LLC raised its position in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 5.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,110 shares of the medical... More of this article »
Exchange Traded Concepts LLC Has $2.33 Million Position in NIKE, Inc. (NYSE:NKE)
Exchange Traded Concepts LLC boosted its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 9.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Bryant Woods Investment Advisors LLC Takes $543,000 Position in Dimensional US High Profitability ETF (NYSEARCA:DUHP)
Bryant Woods Investment Advisors LLC acquired a new position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE) is Bryant Woods Investment Advisors LLC’s 10th Largest Position
Bryant Woods Investment Advisors LLC boosted its holdings in shares of JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 18.0% during the fourth quarter, HoldingsChannel.com reports. The firm... More of this article »
Masco Co. (NYSE:MAS) Shares Sold by Patton Albertson Miller Group LLC
Patton Albertson Miller Group LLC cut its position in shares of Masco Co. (NYSE:MAS – Free Report) by 11.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,779 shares of the construction... More of this article »
High Net Worth Advisory Group LLC Sells 50 Shares of SPDR Gold Shares (NYSEARCA:GLD)
High Net Worth Advisory Group LLC decreased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.8% in the 4th quarter, Holdings Channel reports. The fund owned 6,170 shares of the exchange traded fund’s... More of this article »
Coinbase Global, Inc. (NASDAQ:COIN) Shares Sold by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC decreased its position in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 25.9% during the 4th quarter, HoldingsChannel reports. The fund owned 858 shares of the cryptocurrency exchange’s stock after... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Toth Financial Advisory Corp
Toth Financial Advisory Corp raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,621 shares of the company’s... More of this article »
CX Institutional Makes New Investment in Simon Property Group, Inc. (NYSE:SPG)
CX Institutional purchased a new position in Simon Property Group, Inc. (NYSE:SPG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Stablepoint Partners LLC Acquires 133 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)
Stablepoint Partners LLC raised its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,102 shares of the exchange traded fund’s... More of this article »
Cadence Design Systems, Inc. (NASDAQ:CDNS) Shares Bought by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC grew its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 2.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,300 shares of the software maker’s... More of this article »
First Citizens Bank & Trust Co. Sells 286 Shares of United Parcel Service, Inc. (NYSE:UPS)
First Citizens Bank & Trust Co. reduced its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.5% during the fourth quarter, HoldingsChannel reports. The fund owned 7,776 shares of the transportation... More of this article »
Archford Capital Strategies LLC Invests $286,000 in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS)
Archford Capital Strategies LLC acquired a new stake in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »