Home » Author Archive
Spirit of America Management Corp NY Has $8.54 Million Position in Phillips 66 (NYSE:PSX)
Spirit of America Management Corp NY reduced its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 9.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 74,936 shares of the oil and gas company’s... More of this article »
Foguth Wealth Management LLC. Buys New Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
Foguth Wealth Management LLC. purchased a new position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Foguth Wealth Management LLC. Makes New Investment in Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ)
Foguth Wealth Management LLC. purchased a new stake in Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ – Free Report) in the 4th quarter, Holdings Channel reports. The fund purchased 3,797 shares of the company’s stock,... More of this article »
Groesbeck Investment Management Corp NJ Sells 272 Shares of BlackRock, Inc. (NYSE:BLK)
Groesbeck Investment Management Corp NJ lowered its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 34.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 528 shares of... More of this article »
MicroStrategy Incorporated (NASDAQ:MSTR) Shares Acquired by Foguth Wealth Management LLC.
Foguth Wealth Management LLC. grew its holdings in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) by 52.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,667 shares of the software maker’s... More of this article »
Econ Financial Services Corp Invests $1.21 Million in Global X U.S. Infrastructure Development ETF (BATS:PAVE)
Econ Financial Services Corp acquired a new stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 29,934... More of this article »
Massachusetts Wealth Management Grows Holdings in Deere & Company (NYSE:DE)
Massachusetts Wealth Management grew its position in Deere & Company (NYSE:DE – Free Report) by 0.5% in the fourth quarter, HoldingsChannel reports. The fund owned 5,127 shares of the industrial products company’s... More of this article »
Nuveen Core Plus Impact Fund (NYSE:NPCT) Declares $0.12 Monthly Dividend
Nuveen Core Plus Impact Fund (NYSE:NPCT – Get Free Report) announced a monthly dividend on Monday, February 3rd,NASDAQ Dividends reports. Investors of record on Friday, February 14th will be given a dividend of 0.119 per share... More of this article »
Tectonic Advisors LLC Has $7.47 Million Position in Healthpeak Properties, Inc. (NYSE:DOC)
Tectonic Advisors LLC lifted its position in shares of Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 10.9% during the fourth quarter, HoldingsChannel reports. The firm owned 368,394 shares of the real estate investment... More of this article »
1858 Wealth Management LLC Has $291,000 Stock Holdings in Howmet Aerospace Inc. (NYSE:HWM)
1858 Wealth Management LLC reduced its stake in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 3.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,661 shares of the company’s stock after selling... More of this article »
Merck & Co., Inc. (NYSE:MRK) Holdings Increased by Lockheed Martin Investment Management Co.
Lockheed Martin Investment Management Co. increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 171.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
FT Vest U.S. Equity Deep Buffer ETF – June (BATS:DJUN) Shares Sold by Foguth Wealth Management LLC.
Foguth Wealth Management LLC. trimmed its holdings in shares of FT Vest U.S. Equity Deep Buffer ETF – June (BATS:DJUN – Free Report) by 4.5% during the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Skyworks Solutions, Inc. (NASDAQ:SWKS) Position Lessened by Martin Capital Partners LLC
Martin Capital Partners LLC lowered its position in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 58.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) Shares Purchased by Meritage Portfolio Management
Meritage Portfolio Management lifted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 42.4% in the fourth quarter, HoldingsChannel reports. The firm owned 324,253 shares of the company’s... More of this article »
Confluence Wealth Services Inc. Raises Stock Position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Confluence Wealth Services Inc. lifted its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 30.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vestia Personal Wealth Advisors Buys 932 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)
Vestia Personal Wealth Advisors boosted its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent filing with... More of this article »
Choreo LLC Has $19.13 Million Stock Position in United Parcel Service, Inc. (NYSE:UPS)
Choreo LLC lowered its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 1.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 151,789 shares of the transportation company’s... More of this article »
Tectonic Advisors LLC Grows Stake in Shoe Carnival, Inc. (NASDAQ:SCVL)
Tectonic Advisors LLC grew its holdings in Shoe Carnival, Inc. (NASDAQ:SCVL – Free Report) by 7.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 52,593 shares of the company’s stock after... More of this article »
Cummins (NYSE:CMI) Releases Earnings Results
Cummins (NYSE:CMI – Get Free Report) posted its earnings results on Tuesday. The company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.70 by $0.46, Zacks reports. The business had revenue... More of this article »
Artisan Partners Asset Management (NYSE:APAM) Releases Quarterly Earnings Results, Beats Estimates By $0.08 EPS
Artisan Partners Asset Management (NYSE:APAM – Get Free Report) released its earnings results on Tuesday. The asset manager reported $1.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.08,... More of this article »
Windward Capital Management Co. CA Has $28.47 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)
Windward Capital Management Co. CA lowered its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 58,578 shares of the aerospace... More of this article »
Redwood Wealth Management Group LLC Reduces Stock Position in The Procter & Gamble Company (NYSE:PG)
Redwood Wealth Management Group LLC lessened its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
BlackRock MuniVest Fund, Inc. (MVF) To Go Ex-Dividend on February 14th
BlackRock MuniVest Fund, Inc. (NYSE:MVF – Get Free Report) announced a monthly dividend on Monday, February 3rd,NASDAQ Dividends reports. Stockholders of record on Friday, February 14th will be given a dividend of 0.036 per share... More of this article »
Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS) Shares Purchased by Chandler Asset Management Inc.
Chandler Asset Management Inc. increased its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 13.4% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Money Concepts Capital Corp Buys 13,875 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)
Money Concepts Capital Corp grew its position in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 6.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 245,148 shares of the exchange... More of this article »
Lion Street Advisors LLC Cuts Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)
Lion Street Advisors LLC reduced its holdings in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) by 15.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Lion Street Advisors LLC Purchases 480 Shares of The Clorox Company (NYSE:CLX)
Lion Street Advisors LLC lifted its position in The Clorox Company (NYSE:CLX – Free Report) by 10.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,294 shares of the company’s... More of this article »
Confluence Wealth Services Inc. Has $3.53 Million Stock Holdings in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
Confluence Wealth Services Inc. lifted its position in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 32.8% in the fourth quarter, according to its most recent disclosure with the SEC.... More of this article »
Yousif Capital Management LLC Sells 799 Shares of The Cigna Group (NYSE:CI)
Yousif Capital Management LLC reduced its stake in The Cigna Group (NYSE:CI – Free Report) by 1.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 48,679 shares of the health services provider’s... More of this article »
Barclays Issues Positive Forecast for Cirrus Logic (NASDAQ:CRUS) Stock Price
Cirrus Logic (NASDAQ:CRUS – Get Free Report) had its price objective hoisted by investment analysts at Barclays from $105.00 to $115.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “equal... More of this article »
Leisure Stocks To Keep An Eye On – February 02nd
Apollo Global Management, MGM Resorts International, and VICI Properties are the three Leisure stocks to watch today, according to MarketBeat’s stock screener tool. Leisure stocks are stocks of companies in the leisure and... More of this article »
Jackson Wealth Management LLC Buys 8,367 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)
Jackson Wealth Management LLC boosted its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 19.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Telomir Pharmaceuticals (NASDAQ:TELO) Posts Quarterly Earnings Results, Misses Estimates By $0.05 EPS
Telomir Pharmaceuticals (NASDAQ:TELO – Get Free Report) released its earnings results on Tuesday. The company reported ($0.10) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.05), Zacks reports.... More of this article »
Lazari Capital Management Inc. Raises Stock Holdings in Eli Lilly and Company (NYSE:LLY)
Lazari Capital Management Inc. grew its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 124.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,158 shares of the company’s stock... More of this article »
Optas LLC Increases Position in Costco Wholesale Co. (NASDAQ:COST)
Optas LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 13.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $36.78 Million Stock Holdings in Kimberly-Clark Co. (NYSE:KMB)
Mirae Asset Global Investments Co. Ltd. raised its position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 16.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
MFS High Yield Municipal Trust (NYSE:CMU) Declares $0.01 Monthly Dividend
MFS High Yield Municipal Trust (NYSE:CMU – Get Free Report) declared a monthly dividend on Monday, February 3rd,Wall Street Journal reports. Investors of record on Tuesday, February 18th will be paid a dividend of 0.0145 per... More of this article »
WEBTOON Entertainment (NASDAQ:WBTN) Shares Gap Up – Here’s What Happened
WEBTOON Entertainment Inc. (NASDAQ:WBTN – Get Free Report)’s stock price gapped up prior to trading on Monday . The stock had previously closed at $12.75, but opened at $13.14. WEBTOON Entertainment shares last traded at... More of this article »
Hammond Power Solutions (TSE:HPS.A) Sets New 1-Year Low – What’s Next?
Shares of Hammond Power Solutions Inc. (TSE:HPS.A – Get Free Report) reached a new 52-week low during trading on Monday . The stock traded as low as C$90.00 and last traded at C$99.91, with a volume of 21949 shares traded. The... More of this article »
Country Club Bank Makes New $2.39 Million Investment in Vail Resorts, Inc. (NYSE:MTN)
Country Club Bank acquired a new position in Vail Resorts, Inc. (NYSE:MTN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Brown Lisle Cummings Inc. Buys 101 Shares of The Hershey Company (NYSE:HSY)
Brown Lisle Cummings Inc. raised its stake in The Hershey Company (NYSE:HSY – Free Report) by 14.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 789 shares of the company’s stock after acquiring an additional... More of this article »
Mirae Asset Global Investments Co. Ltd. Sells 379,963 Shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR)
Mirae Asset Global Investments Co. Ltd. lowered its stake in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 20.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,481,930... More of this article »
TAT Technologies Ltd. (NASDAQ:TATT) is Y.D. More Investments Ltd’s 9th Largest Position
Y.D. More Investments Ltd lowered its stake in TAT Technologies Ltd. (NASDAQ:TATT – Free Report) by 9.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
19,382 Shares in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Acquired by Jericho Financial LLP
Jericho Financial LLP acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 19,382 shares of the company’s... More of this article »
Eaton Vance Tax-Managed Diversified Equity Income Fund (NYSE:ETY) Plans $0.10 Monthly Dividend
Eaton Vance Tax-Managed Diversified Equity Income Fund (NYSE:ETY – Get Free Report) declared a monthly dividend on Monday, February 3rd,Wall Street Journal reports. Investors of record on Friday, February 14th will be paid a... More of this article »
Yousif Capital Management LLC Decreases Stake in Thermo Fisher Scientific Inc. (NYSE:TMO)
Yousif Capital Management LLC cut its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG) Shares Sold by Weaver Capital Management LLC
Weaver Capital Management LLC reduced its holdings in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 1.3% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Jackson Wealth Management LLC Boosts Stock Position in Principal U.S. Mega-Cap ETF (NASDAQ:USMC)
Jackson Wealth Management LLC lifted its position in Principal U.S. Mega-Cap ETF (NASDAQ:USMC – Free Report) by 26.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 99,557 shares of the... More of this article »