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Buttonwood Financial Advisors Inc. Has $1.16 Million Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Buttonwood Financial Advisors Inc. cut its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 18,551... More of this article »
Sight Sciences (NASDAQ:SGHT) Price Target Lowered to $5.00 at UBS Group
Sight Sciences (NASDAQ:SGHT – Get Free Report) had its price objective cut by investment analysts at UBS Group from $5.50 to $5.00 in a report issued on Monday,Benzinga reports. The firm currently has a “buy” rating... More of this article »
Drive Wealth Management LLC Sells 799 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Drive Wealth Management LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.7% in the 4th quarter, HoldingsChannel reports. The firm owned 16,368 shares of the network equipment provider’s... More of this article »
Mount Yale Investment Advisors LLC Has $3.62 Million Stock Holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)
Mount Yale Investment Advisors LLC boosted its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 7.2% during the 4th quarter, Holdings Channel reports. The institutional investor... More of this article »
Apexium Financial LP Boosts Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)
Apexium Financial LP increased its position in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 24.3% in the fourth quarter, Holdings Channel reports. The firm owned 6,972 shares of the exchange traded fund’s... More of this article »
Kavar Capital Partners Group LLC Sells 495 Shares of Starbucks Co. (NASDAQ:SBUX)
Kavar Capital Partners Group LLC trimmed its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 55,143... More of this article »
Cornell Pochily Investment Advisors Inc. Decreases Stake in Cisco Systems, Inc. (NASDAQ:CSCO)
Cornell Pochily Investment Advisors Inc. lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 27,264 shares of the network equipment... More of this article »
North Point Portfolio Managers Corp OH Cuts Stock Position in Abbott Laboratories (NYSE:ABT)
North Point Portfolio Managers Corp OH trimmed its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
DigitalOcean (NYSE:DOCN) Price Target Raised to $55.00
DigitalOcean (NYSE:DOCN – Get Free Report) had its price objective hoisted by stock analysts at JMP Securities from $47.00 to $55.00 in a report issued on Monday,Benzinga reports. The brokerage presently has a “market... More of this article »
Hope Bancorp (NASDAQ:HOPE) Issues Quarterly Earnings Results, Beats Expectations By $0.03 EPS
Hope Bancorp (NASDAQ:HOPE – Get Free Report) issued its earnings results on Monday. The financial services provider reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.17 by $0.03,... More of this article »
High Net Worth Advisory Group LLC Has $530,000 Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
High Net Worth Advisory Group LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 16.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,048 shares... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Harrell Investment Partners LLC
Harrell Investment Partners LLC lowered its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 58,255 shares of the... More of this article »
Novare Capital Management LLC Purchases 5,341 Shares of AbbVie Inc. (NYSE:ABBV)
Novare Capital Management LLC lifted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 10.1% in the fourth quarter, HoldingsChannel reports. The fund owned 58,192 shares of the company’s stock after buying... More of this article »
First Trust Capital Strength ETF (NASDAQ:FTCS) is tru Independence LLC’s 2nd Largest Position
tru Independence LLC boosted its position in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Parsons Capital Management Inc. RI Has $4.14 Million Holdings in Aflac Incorporated (NYSE:AFL)
Parsons Capital Management Inc. RI cut its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 8.3% in the fourth quarter, HoldingsChannel reports. The fund owned 39,984 shares of the financial services provider’s... More of this article »
Baldwin Wealth Partners LLC MA Reduces Holdings in Illinois Tool Works Inc. (NYSE:ITW)
Baldwin Wealth Partners LLC MA reduced its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 35,069 shares of the industrial... More of this article »
Sempra (NYSE:SRE) Holdings Boosted by Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC grew its stake in shares of Sempra (NYSE:SRE – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,877... More of this article »
Mount Yale Investment Advisors LLC Decreases Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
Mount Yale Investment Advisors LLC lowered its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 20.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 119,275... More of this article »
Two West Capital Advisors LLC Raises Holdings in iShares MBS ETF (NASDAQ:MBB)
Two West Capital Advisors LLC boosted its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 20.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Summit Financial Strategies Inc. Grows Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Summit Financial Strategies Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 402.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Cantor Fitzgerald Reiterates “Overweight” Rating for Cidara Therapeutics (NASDAQ:CDTX)
Cidara Therapeutics (NASDAQ:CDTX – Get Free Report)‘s stock had its “overweight” rating reiterated by equities researchers at Cantor Fitzgerald in a research note issued on Monday,Benzinga reports. A number... More of this article »
Europa Oil & Gas (LON:EOG) Stock Price Down 9.7% – Time to Sell?
Europa Oil & Gas (Holdings) plc (LON:EOG – Get Free Report) shares dropped 9.7% on Monday . The company traded as low as GBX 0.70 ($0.01) and last traded at GBX 0.71 ($0.01). Approximately 3,754,537 shares changed hands... More of this article »
Cantor Fitzgerald Reaffirms Neutral Rating for Check Point Software Technologies (NASDAQ:CHKP)
Check Point Software Technologies (NASDAQ:CHKP – Get Free Report)‘s stock had its “neutral” rating restated by stock analysts at Cantor Fitzgerald in a report issued on Monday,Benzinga reports. They presently... More of this article »
United Airlines Holdings, Inc. (NASDAQ:UAL) Shares Sold by Heartland Bank & Trust Co
Heartland Bank & Trust Co trimmed its position in United Airlines Holdings, Inc. (NASDAQ:UAL – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Heartland Bank & Trust Co Purchases 5,871 Shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)
Heartland Bank & Trust Co increased its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI – Free Report) by 49.1% in the fourth quarter, according to its most recent disclosure with the SEC. The... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by 1834 Investment Advisors Co.
1834 Investment Advisors Co. lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Piscataqua Savings Bank
Piscataqua Savings Bank reduced its position in Pfizer Inc. (NYSE:PFE – Free Report) by 85.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 22,229 Shares of AT&T Inc. (NYSE:T)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 12.4% in the fourth quarter, HoldingsChannel reports. The fund owned 200,874 shares... More of this article »
Aurora Private Wealth Inc. Sells 102 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Aurora Private Wealth Inc. trimmed its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.8% during the 4th quarter, HoldingsChannel reports. The fund owned 1,666 shares of the company’s stock... More of this article »
Mariner Investment Group LLC Makes New $1.05 Million Investment in Cummins Inc. (NYSE:CMI)
Mariner Investment Group LLC purchased a new stake in Cummins Inc. (NYSE:CMI – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Sold by Mount Yale Investment Advisors LLC
Mount Yale Investment Advisors LLC cut its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Cobblestone Asset Management LLC Buys Shares of 182,757 Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Cobblestone Asset Management LLC purchased a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 182,757 shares of the company’s... More of this article »
Hovde Group Issues Pessimistic Forecast for OceanFirst Financial (NASDAQ:OCFC) Stock Price
OceanFirst Financial (NASDAQ:OCFC – Get Free Report) had its price target dropped by Hovde Group from $23.00 to $22.00 in a research report issued to clients and investors on Monday,Briefing.com Automated Import reports. The... More of this article »
Atticus Wealth Management LLC Purchases 313 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Atticus Wealth Management LLC lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 23.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Pflug Koory LLC
Pflug Koory LLC decreased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 68.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Valero Energy Co. (NYSE:VLO) Stock Position Raised by Pacer Advisors Inc.
Pacer Advisors Inc. boosted its holdings in Valero Energy Co. (NYSE:VLO – Free Report) by 13.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Parkside Investments LLC Grows Stock Position in The Southern Company (NYSE:SO)
Parkside Investments LLC grew its position in shares of The Southern Company (NYSE:SO – Free Report) by 27.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
SBA Communications (NASDAQ:SBAC) Now Covered by Analysts at JMP Securities
Research analysts at JMP Securities began coverage on shares of SBA Communications (NASDAQ:SBAC – Get Free Report) in a note issued to investors on Monday,Briefing.com Automated Import reports. The brokerage set an “outperform”... More of this article »
Dimensional International Value ETF (NYSEARCA:DFIV) is McLean Asset Management Corp’s 5th Largest Position
McLean Asset Management Corp trimmed its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
KBC Group NV Has $235.82 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)
KBC Group NV lifted its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 84.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,535,063 shares of the wireless technology... More of this article »
Aurora Private Wealth Inc. Purchases 275 Shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)
Aurora Private Wealth Inc. raised its position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL – Free Report) by 0.8% during the fourth quarter, Holdings Channel reports. The fund owned 33,930 shares of the company’s... More of this article »
Cornerstone Wealth Group LLC Increases Stock Position in Steel Dynamics, Inc. (NASDAQ:STLD)
Cornerstone Wealth Group LLC increased its position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 4.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 24,868 shares of the basic materials... More of this article »
United Asset Strategies Inc. Buys 4,685 Shares of Realty Income Co. (NYSE:O)
United Asset Strategies Inc. raised its stake in Realty Income Co. (NYSE:O – Free Report) by 4.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 113,013 shares of the real estate investment... More of this article »
Cornerstone Wealth Group LLC Acquires 1,182 Shares of Fidelity National Information Services, Inc. (NYSE:FIS)
Cornerstone Wealth Group LLC lifted its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cornerstone Wealth Group LLC Has $19.82 Million Holdings in iShares Russell 1000 ETF (NYSEARCA:IWB)
Cornerstone Wealth Group LLC decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
E Fund Management Hong Kong Co. Ltd. Increases Stock Holdings in Roper Technologies, Inc. (NYSE:ROP)
E Fund Management Hong Kong Co. Ltd. boosted its position in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 7,500.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 76 shares of the industrial... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Has $89.52 Million Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Stonehage Fleming Financial Services Holdings Ltd cut its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 16.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 172,069 shares of the medical... More of this article »
Pacer Advisors Inc. Increases Stock Position in ADT Inc. (NYSE:ADT)
Pacer Advisors Inc. boosted its holdings in ADT Inc. (NYSE:ADT – Free Report) by 11.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »