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Cherry Creek Investment Advisors Inc. Takes Position in The Boeing Company (NYSE:BA)
Cherry Creek Investment Advisors Inc. bought a new position in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, Holdings Channel reports. The firm bought 8,675 shares of the aircraft producer’s stock,... More of this article »
JDH Wealth Management LLC Purchases New Position in Dimensional International Small Cap ETF (BATS:DFIS)
JDH Wealth Management LLC acquired a new position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 37,158 shares of the company’s... More of this article »
S. R. Schill & Associates Invests $6.54 Million in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT)
S. R. Schill & Associates bought a new stake in shares of Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Avidbank (OTCMKTS:AVBH) Issues Quarterly Earnings Results, Beats Estimates By $0.17 EPS
Avidbank (OTCMKTS:AVBH – Get Free Report) posted its quarterly earnings results on Monday. The company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $0.17, Zacks reports.... More of this article »
Cascade Investment Advisors Inc. Acquires 481 Shares of OSI Systems, Inc. (NASDAQ:OSIS)
Cascade Investment Advisors Inc. grew its holdings in OSI Systems, Inc. (NASDAQ:OSIS – Free Report) by 4.7% in the fourth quarter, Holdings Channel reports. The firm owned 10,726 shares of the technology company’s stock... More of this article »
Greenup Street Wealth Management LLC Has $7.68 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Greenup Street Wealth Management LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 53.2% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Cascade Investment Advisors Inc. Has $1.09 Million Stake in Winnebago Industries, Inc. (NYSE:WGO)
Cascade Investment Advisors Inc. increased its stake in shares of Winnebago Industries, Inc. (NYSE:WGO – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Pacer Advisors Inc. Acquires 166,051 Shares of Comcast Co. (NASDAQ:CMCSA)
Pacer Advisors Inc. boosted its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 34.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 642,403 shares of the cable giant’s stock... More of this article »
Parsons Capital Management Inc. RI Trims Stake in Rio Tinto Group (NYSE:RIO)
Parsons Capital Management Inc. RI cut its stake in Rio Tinto Group (NYSE:RIO – Free Report) by 50.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Kingswood Wealth Advisors LLC Cuts Stock Position in The Southern Company (NYSE:SO)
Kingswood Wealth Advisors LLC decreased its holdings in The Southern Company (NYSE:SO – Free Report) by 63.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Kingswood Wealth Advisors LLC Decreases Stock Holdings in Starbucks Co. (NASDAQ:SBUX)
Kingswood Wealth Advisors LLC lowered its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 19.2% during the 4th quarter, Holdings Channel reports. The firm owned 14,855 shares of the coffee company’s stock after... More of this article »
Morgan Stanley (NYSE:MS) Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Morgan Stanley (NYSE:MS – Free Report) by 18.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Berkshire Bank Trims Stake in Sanofi (NASDAQ:SNY)
Berkshire Bank lessened its holdings in Sanofi (NASDAQ:SNY – Free Report) by 5.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,177 shares of the company’s stock after selling... More of this article »
Matthews International Capital Management LLC Decreases Holdings in Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR)
Matthews International Capital Management LLC reduced its stake in Petróleo Brasileiro S.A. – Petrobras (NYSE:PBR – Free Report) by 9.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Cognizant Technology Solutions Co. (NASDAQ:CTSH) Shares Acquired by Matthews International Capital Management LLC
Matthews International Capital Management LLC lifted its holdings in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 52.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 50,108... More of this article »
Avantis International Equity ETF (NYSEARCA:AVDE) Shares Bought by Level Financial Advisors
Level Financial Advisors lifted its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 23.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 22,652 shares of the company’s... More of this article »
Webster Bank N. A. Has $35,000 Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Webster Bank N. A. lowered its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 52.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 124 shares of the company’s... More of this article »
Slow Capital Inc. Sells 280 Shares of Micron Technology, Inc. (NASDAQ:MU)
Slow Capital Inc. cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 40,946 shares of the semiconductor manufacturer’s... More of this article »
JDH Wealth Management LLC Invests $1.03 Million in iShares MSCI EAFE Value ETF (BATS:EFV)
JDH Wealth Management LLC bought a new stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 19,659 shares of the company’s stock, valued at... More of this article »
Lebenthal Global Advisors LLC Grows Position in Ameriprise Financial, Inc. (NYSE:AMP)
Lebenthal Global Advisors LLC grew its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 10.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Ares Capital Co. (NASDAQ:ARCC) Shares Purchased by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC grew its stake in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) by 23.3% in the 4th quarter, Holdings Channel reports. The firm owned 294,528 shares of the investment management company’s... More of this article »
Cormark Has Bullish Estimate for Celestica FY2024 Earnings
Celestica Inc. (NYSE:CLS – Free Report) (TSE:CLS) – Equities research analysts at Cormark raised their FY2024 EPS estimates for shares of Celestica in a research note issued to investors on Monday, January 27th. Cormark... More of this article »
Grimes & Company Inc. Has $14.81 Million Holdings in Johnson & Johnson (NYSE:JNJ)
Grimes & Company Inc. raised its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
3,097 Shares in iShares U.S. Technology ETF (NYSEARCA:IYW) Acquired by Strategic Wealth Investment Group LLC
Strategic Wealth Investment Group LLC acquired a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 3,097 shares of the exchange... More of this article »
Mount Yale Investment Advisors LLC Purchases 4,642 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)
Mount Yale Investment Advisors LLC lifted its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 50.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Berkshire Bank Sells 4,499 Shares of Dominion Energy, Inc. (NYSE:D)
Berkshire Bank lessened its holdings in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 12.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 30,569 shares of the utilities provider’s stock... More of this article »
Berkshire Bank Raises Stock Position in Constellation Brands, Inc. (NYSE:STZ)
Berkshire Bank lifted its stake in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 51.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,510 shares of the company’s stock... More of this article »
Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) Shares Bought by Integrity Wealth Solutions LLC
Integrity Wealth Solutions LLC lifted its holdings in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 4.2% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Integrity Wealth Solutions LLC Sells 2,117 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Integrity Wealth Solutions LLC decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 19,494 shares of the company’s... More of this article »
Berkshire Bank Acquires 1,030 Shares of Stryker Co. (NYSE:SYK)
Berkshire Bank lifted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 13.8% in the fourth quarter, HoldingsChannel reports. The fund owned 8,489 shares of the medical technology company’s stock after buying an... More of this article »
Slow Capital Inc. Sells 309 Shares of iShares Global Industrials ETF (NYSEARCA:EXI)
Slow Capital Inc. reduced its stake in shares of iShares Global Industrials ETF (NYSEARCA:EXI – Free Report) by 1.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Bought by Cherry Creek Investment Advisors Inc.
Cherry Creek Investment Advisors Inc. grew its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 24.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,075 shares... More of this article »
Slow Capital Inc. Boosts Holdings in HubSpot, Inc. (NYSE:HUBS)
Slow Capital Inc. increased its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 91.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 6,078 shares of the software maker’s stock after acquiring... More of this article »
DaVita Inc. (NYSE:DVA) Shares Purchased by KBC Group NV
KBC Group NV lifted its position in shares of DaVita Inc. (NYSE:DVA – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Cornerstone Wealth Group LLC Cuts Stake in Intuit Inc. (NASDAQ:INTU)
Cornerstone Wealth Group LLC cut its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 2.9% during the fourth quarter, Holdings Channel reports. The firm owned 666 shares of the software maker’s stock after selling... More of this article »
Macy’s, Inc. (NYSE:M) Shares Acquired by Lebenthal Global Advisors LLC
Lebenthal Global Advisors LLC boosted its stake in Macy’s, Inc. (NYSE:M – Free Report) by 12.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 55,477 shares of the company’s... More of this article »
Baldwin Wealth Partners LLC MA Buys 2,633 Shares of iShares MSCI Japan ETF (NYSEARCA:EWJ)
Baldwin Wealth Partners LLC MA increased its stake in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 158.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,292 shares of the exchange... More of this article »
Foundations Investment Advisors LLC Has $3.91 Million Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Foundations Investment Advisors LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 245.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cormark Comments on Celestica’s FY2024 Earnings (TSE:CLS)
Celestica Inc. (TSE:CLS – Free Report) (NYSE:CLS) – Equities researchers at Cormark lifted their FY2024 earnings per share (EPS) estimates for shares of Celestica in a research note issued on Monday, January 27th. Cormark... More of this article »
Capital Asset Advisory Services LLC Trims Position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Capital Asset Advisory Services LLC reduced its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 5.1% in the 4th quarter, Holdings Channel reports. The fund owned 7,068 shares of the company’s... More of this article »
Parsons Capital Management Inc. RI Has $786,000 Stock Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Parsons Capital Management Inc. RI lifted its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 105.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 30,385 shares... More of this article »
Royal Bank of Canada (NYSE:RY) Stake Raised by Blue Trust Inc.
Blue Trust Inc. lifted its holdings in shares of Royal Bank of Canada (NYSE:RY – Free Report) (TSE:RY) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,340 shares of the financial... More of this article »
Pacer Advisors Inc. Has $27.72 Million Stock Holdings in ServiceNow, Inc. (NYSE:NOW)
Pacer Advisors Inc. boosted its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 49.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 26,148 shares of the information... More of this article »
Chevron Co. (NYSE:CVX) Stake Boosted by Pacer Advisors Inc.
Pacer Advisors Inc. boosted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.1% in the fourth quarter, Holdings Channel reports. The fund owned 3,862,178 shares of the oil and gas company’s stock after... More of this article »
United Asset Strategies Inc. Has $932,000 Position in Cintas Co. (NASDAQ:CTAS)
United Asset Strategies Inc. lessened its holdings in Cintas Co. (NASDAQ:CTAS – Free Report) by 49.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
EOG Resources, Inc. (NYSE:EOG) Stock Position Boosted by United Asset Strategies Inc.
United Asset Strategies Inc. grew its stake in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 9.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Vantage Wealth Decreases Position in Visa Inc. (NYSE:V)
Vantage Wealth reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 74,258... More of this article »
S4 Capital (LON:SFOR) Trading Up 14.8% – Here’s Why
S4 Capital plc (LON:SFOR – Get Free Report)’s stock price was up 14.8% during mid-day trading on Tuesday . The stock traded as high as GBX 40.08 ($0.50) and last traded at GBX 38.42 ($0.48). Approximately 20,963,939 shares... More of this article »