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IRON Financial LLC Has $1.14 Million Stake in AbbVie Inc. (NYSE:ABBV)
IRON Financial LLC boosted its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 6,411 shares of the company’s stock after purchasing an additional... More of this article »
492 Shares in Invesco QQQ (NASDAQ:QQQ) Purchased by West Wealth Group LLC
West Wealth Group LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
McLean Asset Management Corp Raises Holdings in Invesco QQQ (NASDAQ:QQQ)
McLean Asset Management Corp boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,251 shares of the exchange traded... More of this article »
Jeppson Wealth Management LLC Trims Stock Holdings in Shopify Inc. (NYSE:SHOP)
Jeppson Wealth Management LLC cut its stake in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Morgan Stanley (NYSE:MS) Stock Position Raised by Charter Oak Capital Management LLC
Charter Oak Capital Management LLC lifted its position in Morgan Stanley (NYSE:MS – Free Report) by 12.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 15,993 shares of the financial services... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Stock Position Decreased by Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners trimmed its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 17.8% in the fourth quarter, HoldingsChannel reports. The firm owned 249 shares of the retailer’s... More of this article »
Heartland Bank & Trust Co Sells 653 Shares of Merck & Co., Inc. (NYSE:MRK)
Heartland Bank & Trust Co lessened its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.4% in the 4th quarter, HoldingsChannel reports. The fund owned 8,205 shares of the company’s stock... More of this article »
Oppenheimer Lowers CF Industries (NYSE:CF) Price Target to $111.00
CF Industries (NYSE:CF – Get Free Report) had its price target dropped by equities researchers at Oppenheimer from $114.00 to $111.00 in a report issued on Tuesday,Benzinga reports. The firm presently has an “outperform”... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Sold by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 100,356 shares... More of this article »
Curbstone Financial Management Corp Has $9.12 Million Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Curbstone Financial Management Corp increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 101.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 352,742 shares of the company’s... More of this article »
Sparta Capital (CVE:SAY) Shares Down 25% – Here’s Why
Sparta Capital Ltd. (CVE:SAY – Get Free Report)’s share price was down 25% during trading on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.02. Approximately 305,000 shares were traded during trading,... More of this article »
Sparta Capital (CVE:SAY) Stock Price Down 25% – Should You Sell?
Shares of Sparta Capital Ltd. (CVE:SAY – Get Free Report) traded down 25% during trading on Tuesday . The company traded as low as C$0.01 and last traded at C$0.02. 305,000 shares changed hands during trading, a decline of 24%... More of this article »
Stonegate Investment Group LLC Has $8.44 Million Stock Position in Mastercard Incorporated (NYSE:MA)
Stonegate Investment Group LLC lifted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 0.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,025... More of this article »
JPMorgan Income ETF (NYSEARCA:JPIE) is Investment Planning Advisors Inc.’s 9th Largest Position
Investment Planning Advisors Inc. increased its position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 80.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 220,272 shares of the company’s... More of this article »
Forte Asset Management LLC Lowers Stake in iShares Russell 3000 ETF (NYSEARCA:IWV)
Forte Asset Management LLC lessened its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 2.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Capital Asset Advisory Services LLC Cuts Stock Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Capital Asset Advisory Services LLC reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 6.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Foundations Investment Advisors LLC Has $5.83 Million Position in Gilead Sciences, Inc. (NASDAQ:GILD)
Foundations Investment Advisors LLC lifted its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 27.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 63,082 shares of... More of this article »
Perigon Wealth Management LLC Sells 4,971 Shares of Merck & Co., Inc. (NYSE:MRK)
Perigon Wealth Management LLC lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Mattern Wealth Management LLC Decreases Position in S&P Global Inc. (NYSE:SPGI)
Mattern Wealth Management LLC trimmed its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 10.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Mattern Wealth Management LLC Cuts Holdings in Aflac Incorporated (NYSE:AFL)
Mattern Wealth Management LLC lowered its position in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 10.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
YHB Investment Advisors Inc. Trims Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)
YHB Investment Advisors Inc. decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 0.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
TRU Independence Asset Management 2 LLC Lowers Position in Unilever PLC (NYSE:UL)
TRU Independence Asset Management 2 LLC decreased its position in shares of Unilever PLC (NYSE:UL – Free Report) by 3.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 5,886 shares of the company’s... More of this article »
TRU Independence Asset Management 2 LLC Increases Position in Dimensional International High Profitability ETF (BATS:DIHP)
TRU Independence Asset Management 2 LLC increased its position in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 164.5% in the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
W Advisors LLC Acquires 161 Shares of Vanguard Growth ETF (NYSEARCA:VUG)
W Advisors LLC grew its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 7.8% in the fourth quarter, HoldingsChannel reports. The firm owned 2,237 shares of the company’s stock after buying an... More of this article »
Hutchens & Kramer Investment Management Group LLC Purchases 474 Shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG)
Hutchens & Kramer Investment Management Group LLC lifted its position in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent... More of this article »
Edinburgh Investment (LON:EDIN) to Issue Dividend of GBX 6.90
Edinburgh Investment (LON:EDIN – Get Free Report) declared a dividend on Wednesday, January 22nd,Upcoming Dividends.Co.Uk reports. Shareholders of record on Thursday, January 30th will be paid a dividend of GBX 6.90 ($0.09)... More of this article »
Griffin Asset Management Inc. Purchases 757 Shares of Target Co. (NYSE:TGT)
Griffin Asset Management Inc. raised its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 1.2% in the fourth quarter, HoldingsChannel reports. The firm owned 63,254 shares of the retailer’s stock after buying... More of this article »
Jamison Private Wealth Management Inc. Raises Position in Eli Lilly and Company (NYSE:LLY)
Jamison Private Wealth Management Inc. lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Berkshire Bank Has $826,000 Stock Holdings in International Business Machines Co. (NYSE:IBM)
Berkshire Bank lessened its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 7.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,759 shares of the technology company’s... More of this article »
Sound Stewardship LLC Acquires 1,100 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)
Sound Stewardship LLC boosted its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 2.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 48,417 shares of the exchange traded fund’s... More of this article »
Level Financial Advisors Trims Position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Level Financial Advisors decreased its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 11.6% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Celanese Co. (NYSE:CE) Shares Sold by Curbstone Financial Management Corp
Curbstone Financial Management Corp trimmed its stake in shares of Celanese Co. (NYSE:CE – Free Report) by 11.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares New York Muni Bond ETF (NYSEARCA:NYF) Shares Acquired by Revolve Wealth Partners LLC
Revolve Wealth Partners LLC lifted its position in iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 5.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 22,891 shares of the company’s stock... More of this article »
Buffington Mohr McNeal Cuts Stake in Amphenol Co. (NYSE:APH)
Buffington Mohr McNeal reduced its position in shares of Amphenol Co. (NYSE:APH – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 251,212 shares... More of this article »
Griffon Co. (NYSE:GFF) Stake Lowered by ABS Direct Equity Fund LLC
ABS Direct Equity Fund LLC lessened its stake in Griffon Co. (NYSE:GFF – Free Report) by 20.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 50,000 shares of the conglomerate’s stock after selling 12,500... More of this article »
Eaton (NYSE:ETN) Downgraded by Melius to “Hold”
Eaton (NYSE:ETN – Get Free Report) was downgraded by investment analysts at Melius from a “buy” rating to a “hold” rating in a note issued to investors on Tuesday, Marketbeat Ratings reports. They currently... More of this article »
ABS Direct Equity Fund LLC Trims Position in Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC)
ABS Direct Equity Fund LLC trimmed its position in Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC – Free Report) by 30.4% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Pacific Capital Wealth Advisors Inc. Purchases 1,448 Shares of Sony Group Co. (NYSE:SONY)
Pacific Capital Wealth Advisors Inc. lifted its position in Sony Group Co. (NYSE:SONY – Free Report) by 400.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Crown Castle (NYSE:CCI) Raised to “Strong-Buy” at Citizens Jmp
Crown Castle (NYSE:CCI – Get Free Report) was upgraded by equities researchers at Citizens Jmp to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports. CCI has been... More of this article »
YHB Investment Advisors Inc. Sells 120 Shares of Woodward, Inc. (NASDAQ:WWD)
YHB Investment Advisors Inc. trimmed its position in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) by 0.4% in the fourth quarter, Holdings Channel reports. The fund owned 30,049 shares of the technology company’s... More of this article »
YHB Investment Advisors Inc. Sells 2,205 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
YHB Investment Advisors Inc. lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.7% during the fourth quarter, HoldingsChannel reports. The firm owned 23,063 shares of the network equipment provider’s... More of this article »
IRON Financial LLC Acquires New Position in International Paper (NYSE:IP)
IRON Financial LLC bought a new position in International Paper (NYSE:IP – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund bought 3,798 shares of the basic materials company’s stock, valued at approximately... More of this article »
Warner Financial Inc. Has $3.07 Million Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)
Warner Financial Inc. boosted its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 16,165 shares of the company’s stock after acquiring... More of this article »
Buffington Mohr McNeal Purchases 17,577 Shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)
Buffington Mohr McNeal increased its position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 2.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 625,184... More of this article »
Buffington Mohr McNeal Has $268,000 Position in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)
Buffington Mohr McNeal increased its stake in shares of iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Free Report) by 6.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 10,509 shares of the company’s... More of this article »
Cascade Investment Advisors Inc. Sells 240 Shares of Knife River Co. (NYSE:KNF)
Cascade Investment Advisors Inc. lowered its position in shares of Knife River Co. (NYSE:KNF – Free Report) by 1.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Diamant Asset Management Inc. Has $495,000 Position in FedEx Co. (NYSE:FDX)
Diamant Asset Management Inc. trimmed its holdings in FedEx Co. (NYSE:FDX – Free Report) by 4.1% during the fourth quarter, Holdings Channel reports. The firm owned 1,760 shares of the shipping service provider’s stock... More of this article »
3,069 Shares in PayPal Holdings, Inc. (NASDAQ:PYPL) Acquired by BankPlus Wealth Management LLC
BankPlus Wealth Management LLC purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »