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Pacific Capital Wealth Advisors Inc. Reduces Holdings in American Express (NYSE:AXP)
Pacific Capital Wealth Advisors Inc. reduced its position in American Express (NYSE:AXP) by 3.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,332 shares of the payment services company’s... More of this article »
FSC Wealth Advisors LLC Acquires 1,000 Shares of Energy Transfer LP (NYSE:ET)
FSC Wealth Advisors LLC boosted its holdings in shares of Energy Transfer LP (NYSE:ET – 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 »
Court Place Advisors LLC Sells 178 Shares of GE Vernova Inc. (NYSE:GEV)
Court Place Advisors LLC lessened its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 11.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,378 shares of the company’s stock after selling 178 shares... More of this article »
Atlas Energy Solutions (NYSE:AESI) Price Target Raised to $29.00
Atlas Energy Solutions (NYSE:AESI – Get Free Report) had its target price upped by Stephens from $28.00 to $29.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage presently has... More of this article »
Perigon Wealth Management LLC Has $14.98 Million Stock Holdings in Wells Fargo & Company (NYSE:WFC)
Perigon Wealth Management LLC grew its stake in shares of Wells Fargo & Company (NYSE:WFC) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Iron Mountain (NYSE:IRM) Shares Down 4% After Analyst Downgrade
Iron Mountain Incorporated (NYSE:IRM – Get Free Report)’s stock price traded down 4% during mid-day trading on Tuesday after Barclays lowered their price target on the stock from $131.00 to $130.00. Barclays currently has... More of this article »
Bristol-Myers Squibb (NYSE:BMY) Shares Purchased by Griffin Asset Management Inc.
Griffin Asset Management Inc. grew its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Patriot Financial Group Insurance Agency LLC Sells 6,747 Shares of Newmont Co. (NYSE:NEM)
Patriot Financial Group Insurance Agency LLC lessened its stake in shares of Newmont Co. (NYSE:NEM – Free Report) by 15.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Investment Planning Advisors Inc. Buys 5,932 Shares of JPMorgan High Yield Municipal ETF (NYSEARCA:JMHI)
Investment Planning Advisors Inc. grew its position in JPMorgan High Yield Municipal ETF (NYSEARCA:JMHI – Free Report) by 27.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 27,316 shares of the company’s... More of this article »
Schroder Oriental Income (LON:SOI) Declares GBX 2 Dividend
Schroder Oriental Income (LON:SOI – Get Free Report) declared a dividend on Wednesday, January 22nd,Upcoming Dividends.Co.Uk reports. Investors of record on Thursday, January 30th will be paid a dividend of GBX 2 ($0.02) per... More of this article »
Royal Caribbean Cruises (NYSE:RCL) Releases Q1 2025 Earnings Guidance
Royal Caribbean Cruises (NYSE:RCL – Get Free Report) updated its first quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 2.430-2.530 for the period, compared to the consensus EPS estimate of 2.360.... More of this article »
S4 Capital (LON:SFOR) Trading 18.5% Higher – Should You Buy?
S4 Capital plc (LON:SFOR – Get Free Report)’s stock price was up 18.5% during mid-day trading on Tuesday . The stock traded as high as GBX 42 ($0.52) and last traded at GBX 39.67 ($0.49). Approximately 26,955,697 shares... More of this article »
Hutchens & Kramer Investment Management Group LLC Sells 35 Shares of Equinix, Inc. (NASDAQ:EQIX)
Hutchens & Kramer Investment Management Group LLC lessened its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 8.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 379 shares... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Bought by KBC Group NV
KBC Group NV lifted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 47.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 130,110 shares of the retailer’s stock... More of this article »
Cornerstone Wealth Group LLC Raises Position in Costco Wholesale Co. (NASDAQ:COST)
Cornerstone Wealth Group LLC lifted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,951 shares of the retailer’s... More of this article »
PFG Investments LLC Lowers Stock Holdings in Comcast Co. (NASDAQ:CMCSA)
PFG Investments LLC lessened its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 0.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 44,730 shares of the cable giant’s stock after selling... More of this article »
ABS Direct Equity Fund LLC Buys Shares of 10,639 Grupo Financiero Galicia S.A. (NASDAQ:GGAL)
ABS Direct Equity Fund LLC purchased a new position in Grupo Financiero Galicia S.A. (NASDAQ:GGAL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Shares Purchased by Parsons Capital Management Inc. RI
Parsons Capital Management Inc. RI lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 6.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor ... More of this article »
YHB Investment Advisors Inc. Has $9.70 Million Position in The TJX Companies, Inc. (NYSE:TJX)
YHB Investment Advisors Inc. raised its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Verde Servicos Internacionais S.A. Has $23.08 Million Position in iShares Bitcoin Trust (NASDAQ:IBIT)
Verde Servicos Internacionais S.A. lifted its holdings in iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) by 3,525.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 435,100 shares of the... More of this article »
Cherry Creek Investment Advisors Inc. Has $2.77 Million Stake in AT&T Inc. (NYSE:T)
Cherry Creek Investment Advisors Inc. boosted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 22.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) Shares Purchased by Aspire Capital Advisors LLC
Aspire Capital Advisors LLC raised its position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 14.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Revolve Wealth Partners LLC
Revolve Wealth Partners LLC cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.5% during the fourth quarter, Holdings Channel reports. The firm owned 13,876 shares of the company’s stock... More of this article »
Tufton Oceanic Assets (LON:SHIP) Declares $0.03 Dividend
Tufton Oceanic Assets (LON:SHIP – Get Free Report) declared a dividend on Tuesday, January 21st,Upcoming Dividends.Co.Uk reports. Shareholders of record on Thursday, January 30th will be paid a dividend of $0.03 per share on... More of this article »
Stapp Wealth Management Pllc Grows Stake in Vanguard Communication Services ETF (NYSEARCA:VOX)
Stapp Wealth Management Pllc increased its holdings in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Yum! Brands, Inc. (NYSE:YUM) Shares Sold by Griffin Asset Management Inc.
Griffin Asset Management Inc. decreased its position in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 8.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,073... More of this article »
Prospect Financial Services LLC Purchases Shares of 8,281 SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
Prospect Financial Services LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 8,281 shares of the company’s... More of this article »
Prospect Financial Services LLC Grows Position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Prospect Financial Services LLC raised its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 12.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,216 shares of the company’s... More of this article »
Mattern Wealth Management LLC Sells 248 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Mattern Wealth Management LLC lessened its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 8,913 shares of the company’s... More of this article »
Popular (NASDAQ:BPOP) Releases Quarterly Earnings Results
Popular (NASDAQ:BPOP – Get Free Report) announced its earnings results on Tuesday. The bank reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.04 by $0.47, Zacks reports. Popular had a return... More of this article »
The Kraft Heinz Company (NASDAQ:KHC) Stock Position Decreased by Jeppson Wealth Management LLC
Jeppson Wealth Management LLC decreased its position in The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 10.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Matrix Asset Advisors Inc. NY Buys 4,467 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)
Matrix Asset Advisors Inc. NY increased its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.9% in the 4th quarter, Holdings Channel reports. The fund owned 54,406 shares of the company’s stock after... More of this article »
Investment Analysts’ Weekly Ratings Updates for TransUnion (TRU)
Several analysts have recently updated their ratings and price targets for TransUnion (NYSE: TRU): 1/16/2025 – TransUnion had its “hold” rating reaffirmed by analysts at Needham & Company LLC. 1/15/2025 –... More of this article »
iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) Shares Acquired by Warner Financial Inc.
Warner Financial Inc. lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 6.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,693 shares of the company’s... More of this article »
Next Level Private LLC Purchases 11,876 Shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI)
Next Level Private LLC increased its position in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 94.8% during the 4th quarter, Holdings Channel reports. The firm owned 24,410 shares... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Sells 411 Shares of Philip Morris International Inc. (NYSE:PM)
Town & Country Bank & Trust CO dba First Bankers Trust CO lowered its holdings in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.7% in the fourth quarter, according to its most recent Form 13F filing... More of this article »
Full Truck Alliance Co. Ltd. (NYSE:YMM) Shares Sold by ABS Direct Equity Fund LLC
ABS Direct Equity Fund LLC decreased its position in Full Truck Alliance Co. Ltd. (NYSE:YMM – Free Report) by 23.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Joseph P. Lucia & Associates LLC Makes New Investment in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)
Joseph P. Lucia & Associates LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Diamant Asset Management Inc. Purchases 3,390 Shares of Truist Financial Co. (NYSE:TFC)
Diamant Asset Management Inc. boosted its position in Truist Financial Co. (NYSE:TFC – Free Report) by 9.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 39,821 shares of the insurance provider’s... More of this article »
YHB Investment Advisors Inc. Cuts Position in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
YHB Investment Advisors Inc. reduced its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Sold by KFA Private Wealth Group LLC
KFA Private Wealth Group LLC decreased its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 9.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
NEOS S&P 500 High Income ETF (BATS:SPYI) Shares Acquired by Fortress Wealth Management Inc.
Fortress Wealth Management Inc. lifted its holdings in shares of NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) by 7.9% during the 4th quarter, Holdings Channel reports. The firm owned 28,356 shares of the company’s... More of this article »
CoStar Group (NASDAQ:CSGP) Price Target Cut to $93.00 by Analysts at Keefe, Bruyette & Woods
CoStar Group (NASDAQ:CSGP – Get Free Report) had its price target dropped by Keefe, Bruyette & Woods from $96.00 to $93.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm presently... More of this article »
Diamcor Mining (CVE:DMI) Stock Price Up 25% – Time to Buy?
Shares of Diamcor Mining Inc. (CVE:DMI – Get Free Report) shot up 25% during trading on Tuesday . The stock traded as high as C$0.03 and last traded at C$0.03. 404,620 shares changed hands during mid-day trading, an increase... More of this article »
Synairgen (LON:SNG) Trading Down 16.4% – Here’s Why
Synairgen plc (LON:SNG – Get Free Report) shares traded down 16.4% on Tuesday . The company traded as low as GBX 2.01 ($0.03) and last traded at GBX 2.01 ($0.03). 606,426 shares were traded during trading, a decline of 77% from... More of this article »
Reviewing First NBC Bank (OTCMKTS:FNBCQ) & Premier Financial (NASDAQ:PFC)
Premier Financial (NASDAQ:PFC – Get Free Report) and First NBC Bank (OTCMKTS:FNBCQ – Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of... More of this article »
Curbstone Financial Management Corp Increases Stock Position in Globalstar, Inc. (NYSEARCA:GSAT)
Curbstone Financial Management Corp grew its position in shares of Globalstar, Inc. (NYSEARCA:GSAT – Free Report) by 4.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 464,000 shares of the company’s... More of this article »
Revolve Wealth Partners LLC Makes New $388,000 Investment in iShares Short Treasury Bond ETF (NASDAQ:SHV)
Revolve Wealth Partners LLC purchased a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »