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Image for iShares U.S. Industrials ETF (BATS:IYJ) Shares Sold by Charter Oak Capital Management LLC

iShares U.S. Industrials ETF (BATS:IYJ) Shares Sold by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC decreased its holdings in iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 1.9% in the 4th quarter, HoldingsChannel reports. The firm owned 5,097 shares of the company’s stock... More of this article »
Image for IDOX (LON:IDOX) Announces Quarterly  Earnings Results

IDOX (LON:IDOX) Announces Quarterly Earnings Results

IDOX (LON:IDOX – Get Free Report) posted its quarterly earnings results on Tuesday. The company reported GBX 2.63 ($0.03) EPS for the quarter, Digital Look Earnings reports. IDOX had a net margin of 6.82% and a return on equity... More of this article »
Image for Revolve Wealth Partners LLC Sells 6,164 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Revolve Wealth Partners LLC Sells 6,164 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Revolve Wealth Partners LLC reduced its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 31.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,621 shares of... More of this article »
Image for W Advisors LLC Has $7.24 Million Stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

W Advisors LLC Has $7.24 Million Stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

W Advisors LLC decreased its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Westlake (NYSE:WLK) Coverage Initiated at Truist Financial

Westlake (NYSE:WLK) Coverage Initiated at Truist Financial

Investment analysts at Truist Financial assumed coverage on shares of Westlake (NYSE:WLK – Get Free Report) in a report issued on Tuesday, Marketbeat Ratings reports. The firm set a “buy” rating and a $168.00 price... More of this article »
Image for Union Bancaire Privee UBP SA Buys New Shares in Digital Realty Trust, Inc. (NYSE:DLR)

Union Bancaire Privee UBP SA Buys New Shares in Digital Realty Trust, Inc. (NYSE:DLR)

Union Bancaire Privee UBP SA bought a new position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 13,784 shares of the real estate investment trust’s... More of this article »
Image for Joseph P. Lucia & Associates LLC Acquires 358 Shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Joseph P. Lucia & Associates LLC Acquires 358 Shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Joseph P. Lucia & Associates LLC lifted its stake in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 2.0% during the fourth quarter, Holdings Channel reports. The fund owned 18,300 shares of... More of this article »
Image for Sound Stewardship LLC Raises Stake in Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Sound Stewardship LLC Raises Stake in Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC)

Sound Stewardship LLC increased its stake in Timothy Plan US Small Cap Core ETF (NYSEARCA:TPSC – Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for YHB Investment Advisors Inc. Sells 394 Shares of AerCap Holdings (NYSE:AER)

YHB Investment Advisors Inc. Sells 394 Shares of AerCap Holdings (NYSE:AER)

YHB Investment Advisors Inc. cut its stake in AerCap Holdings (NYSE:AER – Free Report) by 1.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 20,461 shares of the financial services provider’s stock... More of this article »
Image for Getinge AB (publ) (OTCMKTS:GNGBY) Posts Quarterly  Earnings Results

Getinge AB (publ) (OTCMKTS:GNGBY) Posts Quarterly Earnings Results

Getinge AB (publ) (OTCMKTS:GNGBY – Get Free Report) released its earnings results on Tuesday. The company reported $0.49 earnings per share (EPS) for the quarter, Zacks reports. Getinge AB (publ) had a net margin of 5.04% and... More of this article »
Image for Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) Shares Purchased by Mattern Wealth Management LLC

Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) Shares Purchased by Mattern Wealth Management LLC

Mattern Wealth Management LLC increased its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 147,952 shares of the company’s... More of this article »
Image for T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF) Shares Purchased by Warner Financial Inc.

T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF) Shares Purchased by Warner Financial Inc.

Warner Financial Inc. grew its holdings in shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 17.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for Vantage Investment Partners LLC Buys 775 Shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Vantage Investment Partners LLC Buys 775 Shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

Vantage Investment Partners LLC grew its stake in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) by 8.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for TRU Independence Asset Management 2 LLC Sells 152 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

TRU Independence Asset Management 2 LLC Sells 152 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

TRU Independence Asset Management 2 LLC cut its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Time Finance (LON:TIME) Issues  Earnings Results

Time Finance (LON:TIME) Issues Earnings Results

Time Finance (LON:TIME – Get Free Report) announced its quarterly earnings results on Tuesday. The company reported GBX 3.24 ($0.04) earnings per share (EPS) for the quarter, Digital Look Earnings reports. Time Finance had a... More of this article »
Image for Verde Servicos Internacionais S.A. Raises Stake in Companhia de Saneamento Básico do Estado de São Paulo – SABESP (NYSE:SBS)

Verde Servicos Internacionais S.A. Raises Stake in Companhia de Saneamento Básico do Estado de São Paulo – SABESP (NYSE:SBS)

Verde Servicos Internacionais S.A. boosted its stake in shares of Companhia de Saneamento Básico do Estado de São Paulo – SABESP (NYSE:SBS – Free Report) by 603.1% in the fourth quarter, according to its most recent... More of this article »
Image for Capital Asset Advisory Services LLC Buys 220 Shares of Intercontinental Exchange, Inc. (NYSE:ICE)

Capital Asset Advisory Services LLC Buys 220 Shares of Intercontinental Exchange, Inc. (NYSE:ICE)

Capital Asset Advisory Services LLC lifted its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 9.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Greenup Street Wealth Management LLC Cuts Stock Position in Adobe Inc. (NASDAQ:ADBE)

Greenup Street Wealth Management LLC Cuts Stock Position in Adobe Inc. (NASDAQ:ADBE)

Greenup Street Wealth Management LLC trimmed its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 14.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for BankPlus Wealth Management LLC Buys Shares of 12,421 Rivian Automotive, Inc. (NASDAQ:RIVN)

BankPlus Wealth Management LLC Buys Shares of 12,421 Rivian Automotive, Inc. (NASDAQ:RIVN)

BankPlus Wealth Management LLC purchased a new position in shares of Rivian Automotive, Inc. (NASDAQ:RIVN – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 12,421 shares of... More of this article »
Image for Joseph P. Lucia & Associates LLC Purchases 3,035 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Joseph P. Lucia & Associates LLC Purchases 3,035 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Joseph P. Lucia & Associates LLC lifted its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 17.5% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Embree Financial Group Trims Stake in The Procter & Gamble Company (NYSE:PG)

Embree Financial Group Trims Stake in The Procter & Gamble Company (NYSE:PG)

Embree Financial Group trimmed its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 12,079 shares of... More of this article »
Image for Eli Lilly and Company (NYSE:LLY) Shares Purchased by Archford Capital Strategies LLC

Eli Lilly and Company (NYSE:LLY) Shares Purchased by Archford Capital Strategies LLC

Archford Capital Strategies LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.7% in the fourth quarter, Holdings Channel reports. The firm owned 4,152 shares of the company’s stock... More of this article »
Image for SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY) Shares Purchased by FSC Wealth Advisors LLC

SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY) Shares Purchased by FSC Wealth Advisors LLC

FSC Wealth Advisors LLC raised its position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,639 shares... More of this article »
Image for BTU Metals (CVE:BTU) Shares Up 25%  – Should You Buy?

BTU Metals (CVE:BTU) Shares Up 25% – Should You Buy?

BTU Metals Corp. (CVE:BTU – Get Free Report)’s stock price shot up 25% during mid-day trading on Tuesday . The company traded as high as C$0.03 and last traded at C$0.03. 188,100 shares traded hands during mid-day trading,... More of this article »
Image for International Business Machines Co. (NYSE:IBM) Shares Sold by FSC Wealth Advisors LLC

International Business Machines Co. (NYSE:IBM) Shares Sold by FSC Wealth Advisors LLC

FSC Wealth Advisors LLC reduced its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 6.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for JDH Wealth Management LLC Makes New Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

JDH Wealth Management LLC Makes New Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

JDH Wealth Management LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 211,265 shares of the company’s... More of this article »
Image for KBC Group NV Makes New Investment in Spotify Technology S.A. (NYSE:SPOT)

KBC Group NV Makes New Investment in Spotify Technology S.A. (NYSE:SPOT)

KBC Group NV acquired a new stake in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 72,160 shares of the company’s stock,... More of this article »
Image for SoFi Technologies (NASDAQ:SOFI) Updates Q1 2025 Earnings Guidance

SoFi Technologies (NASDAQ:SOFI) Updates Q1 2025 Earnings Guidance

SoFi Technologies (NASDAQ:SOFI – Get Free Report) issued an update on its first quarter 2025 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.030-0.030 for the period, compared to the... More of this article »
Image for Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Strategic Investment Advisors MI

Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Strategic Investment Advisors MI

Strategic Investment Advisors MI decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 7.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Preferred Bank (NASDAQ:PFBC) Releases Quarterly  Earnings Results, Misses Expectations By $0.17 EPS

Preferred Bank (NASDAQ:PFBC) Releases Quarterly Earnings Results, Misses Expectations By $0.17 EPS

Preferred Bank (NASDAQ:PFBC – Get Free Report) announced its earnings results on Monday. The bank reported $2.25 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.42 by ($0.17), Zacks... More of this article »
Image for Apexium Financial LP Invests $372,000 in Trane Technologies plc (NYSE:TT)

Apexium Financial LP Invests $372,000 in Trane Technologies plc (NYSE:TT)

Apexium Financial LP bought a new stake in Trane Technologies plc (NYSE:TT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Image for IRON Financial LLC Has $10.35 Million Stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

IRON Financial LLC Has $10.35 Million Stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

IRON Financial LLC increased its position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 18.3% during the 4th quarter, Holdings Channel reports. The firm owned 216,650 shares of the company’s stock... More of this article »
Image for Parsons Capital Management Inc. RI Trims Stock Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Parsons Capital Management Inc. RI Trims Stock Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Parsons Capital Management Inc. RI lowered its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 9.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Chevron Co. (NYSE:CVX) Shares Sold by Harrell Investment Partners LLC

Chevron Co. (NYSE:CVX) Shares Sold by Harrell Investment Partners LLC

Harrell Investment Partners LLC cut its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for 1834 Investment Advisors Co. Grows Stake in Costco Wholesale Co. (NASDAQ:COST)

1834 Investment Advisors Co. Grows Stake in Costco Wholesale Co. (NASDAQ:COST)

1834 Investment Advisors Co. lifted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Coinbase Global, Inc. (NASDAQ:COIN) Shares Purchased by Nilsine Partners LLC

Coinbase Global, Inc. (NASDAQ:COIN) Shares Purchased by Nilsine Partners LLC

Nilsine Partners LLC raised its stake in Coinbase Global, Inc. (NASDAQ:COIN) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,910... More of this article »
Image for Wedbush Issues Negative Estimate for Intel Earnings

Wedbush Issues Negative Estimate for Intel Earnings

Intel Co. (NASDAQ:INTC – Free Report) – Analysts at Wedbush reduced their Q2 2025 earnings per share estimates for shares of Intel in a research report issued to clients and investors on Monday, January 27th. Wedbush... More of this article »
Image for Simon Property Group, Inc. (NYSE:SPG) Shares Acquired by Foundations Investment Advisors LLC

Simon Property Group, Inc. (NYSE:SPG) Shares Acquired by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC increased its holdings in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 0.5% in the fourth quarter, Holdings Channel reports. The firm owned 31,634 shares of the real estate... More of this article »
Image for Northern Oil and Gas, Inc. (NYSE:NOG) Shares Sold by Epiq Partners LLC

Northern Oil and Gas, Inc. (NYSE:NOG) Shares Sold by Epiq Partners LLC

Epiq Partners LLC lowered its stake in shares of Northern Oil and Gas, Inc. (NYSE:NOG – Free Report) by 15.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 70,790 shares... More of this article »
Image for Northwest Financial Advisors Purchases 3,940 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Northwest Financial Advisors Purchases 3,940 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Northwest Financial Advisors lifted its position in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 7.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Baldwin Wealth Partners LLC MA Sells 2,956 Shares of Balchem Co. (NASDAQ:BCPC)

Baldwin Wealth Partners LLC MA Sells 2,956 Shares of Balchem Co. (NASDAQ:BCPC)

Baldwin Wealth Partners LLC MA cut its stake in shares of Balchem Co. (NASDAQ:BCPC – Free Report) by 55.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 2,337 shares of the basic materials company’s... More of this article »
Image for TotalEnergies SE (NYSE:TTE) Shares Sold by Mount Yale Investment Advisors LLC

TotalEnergies SE (NYSE:TTE) Shares Sold by Mount Yale Investment Advisors LLC

Mount Yale Investment Advisors LLC cut its stake in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 33.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Mount Yale Investment Advisors LLC Sells 84,000 Shares of TriCo Bancshares (NASDAQ:TCBK)

Mount Yale Investment Advisors LLC Sells 84,000 Shares of TriCo Bancshares (NASDAQ:TCBK)

Mount Yale Investment Advisors LLC decreased its position in shares of TriCo Bancshares (NASDAQ:TCBK – Free Report) by 72.1% during the 4th quarter, Holdings Channel reports. The fund owned 32,440 shares of the financial services... More of this article »
Image for Nilsine Partners LLC Acquires 2,833 Shares of Pacer US Cash Cows 100 ETF (BATS:COWZ)

Nilsine Partners LLC Acquires 2,833 Shares of Pacer US Cash Cows 100 ETF (BATS:COWZ)

Nilsine Partners LLC boosted its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 126,197 shares... More of this article »
Image for PACCAR Inc (NASDAQ:PCAR) Holdings Boosted by Nilsine Partners LLC

PACCAR Inc (NASDAQ:PCAR) Holdings Boosted by Nilsine Partners LLC

Nilsine Partners LLC grew its holdings in PACCAR Inc (NASDAQ:PCAR – Free Report) by 8.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Nilsine Partners LLC Has $1.77 Million Stock Holdings in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Nilsine Partners LLC Has $1.77 Million Stock Holdings in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Nilsine Partners LLC decreased its holdings in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 2.9% during the 4th quarter, HoldingsChannel reports. The firm owned 15,393 shares of the company’s stock... More of this article »
Image for Lebenthal Global Advisors LLC Boosts Holdings in Caesars Entertainment, Inc. (NASDAQ:CZR)

Lebenthal Global Advisors LLC Boosts Holdings in Caesars Entertainment, Inc. (NASDAQ:CZR)

Lebenthal Global Advisors LLC grew its position in shares of Caesars Entertainment, Inc. (NASDAQ:CZR – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for **i-80 Gold Corp. Files Form 8-K with the SEC**

**i-80 Gold Corp. Files Form 8-K with the SEC**

On January 27, 2025, i-80 Gold Corp. (NYSE:IAUX) submitted a Form 8-K to the United States Securities and Exchange Commission, as reported by newsfilecorp.com. This filing allows the company to disclose significant events that shareholders... More of this article »
Image for Marten Transport Announces Financial Results and Regulation FD Update

Marten Transport Announces Financial Results and Regulation FD Update

Marten Transport, Ltd. (NASDAQ:MRTN) recently disclosed its financial performance for the quarter and year ended December 31, 2024. The company released a press statement on January 27, 2025, detailing these results. In the report,... More of this article »
Image for Iron Mountain Incorporated (NYSE:IRM) Shares Acquired by KBC Group NV

Iron Mountain Incorporated (NYSE:IRM) Shares Acquired by KBC Group NV

KBC Group NV boosted its holdings in Iron Mountain Incorporated (NYSE:IRM – Free Report) by 31.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 402,261 shares of the financial... More of this article »