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Image for Stonehage Fleming Financial Services Holdings Ltd Has $89.52 Million Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

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 »
Image for Pacer Advisors Inc. Increases Stock Position in ADT Inc. (NYSE:ADT)

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 »
Image for Pacer Advisors Inc. Grows Position in Chord Energy Co. (NASDAQ:CHRD)

Pacer Advisors Inc. Grows Position in Chord Energy Co. (NASDAQ:CHRD)

Pacer Advisors Inc. boosted its stake in Chord Energy Co. (NASDAQ:CHRD – Free Report) by 50.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Vishay Intertechnology, Inc. (NYSE:VSH) Shares Sold by Hunter Perkins Capital Management LLC

Vishay Intertechnology, Inc. (NYSE:VSH) Shares Sold by Hunter Perkins Capital Management LLC

Hunter Perkins Capital Management LLC reduced its stake in Vishay Intertechnology, Inc. (NYSE:VSH – Free Report) by 31.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Bank of America Downgrades D.R. Horton (NYSE:DHI) to Neutral

Bank of America Downgrades D.R. Horton (NYSE:DHI) to Neutral

D.R. Horton (NYSE:DHI – Get Free Report) was downgraded by analysts at Bank of America from a “buy” rating to a “neutral” rating in a research note issued on Monday,Briefing.com Automated Import reports.... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Shares Purchased by Lantz Financial LLC

The Procter & Gamble Company (NYSE:PG) Shares Purchased by Lantz Financial LLC

Lantz Financial LLC increased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.9% in the fourth quarter, Holdings Channel reports. The firm owned 5,196 shares of the company’s stock... More of this article »
Image for The Trade Desk, Inc. (NASDAQ:TTD) Shares Sold by Granite Group Advisors LLC

The Trade Desk, Inc. (NASDAQ:TTD) Shares Sold by Granite Group Advisors LLC

Granite Group Advisors LLC trimmed its position in shares of The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 17.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,768 shares of the technology company’s... More of this article »
Image for Energy Transfer LP (NYSE:ET) Shares Sold by Granite Group Advisors LLC

Energy Transfer LP (NYSE:ET) Shares Sold by Granite Group Advisors LLC

Granite Group Advisors LLC cut its stake in Energy Transfer LP (NYSE:ET – Free Report) by 5.1% in the fourth quarter, HoldingsChannel reports. The firm owned 15,400 shares of the pipeline company’s stock after selling... More of this article »
Image for Cathy Pareto & Associates Inc. Buys Shares of 185,771 Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Cathy Pareto & Associates Inc. Buys Shares of 185,771 Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Cathy Pareto & Associates Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought... More of this article »
Image for Atticus Wealth Management LLC Raises Holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Atticus Wealth Management LLC Raises Holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Atticus Wealth Management LLC increased its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 1.5% in the 4th quarter, Holdings Channel reports. The firm owned 35,069 shares of the exchange traded... More of this article »
Image for Cognizant Technology Solutions Co. (NASDAQ:CTSH) Shares Bought by KBC Group NV

Cognizant Technology Solutions Co. (NASDAQ:CTSH) Shares Bought by KBC Group NV

KBC Group NV increased its stake in Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 21.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 2,259,128 shares of the information technology... More of this article »
Image for Cathy Pareto & Associates Inc. Invests $274,000 in Blackstone Inc. (NYSE:BX)

Cathy Pareto & Associates Inc. Invests $274,000 in Blackstone Inc. (NYSE:BX)

Cathy Pareto & Associates Inc. purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 1,589 shares of the asset manager’s stock,... More of this article »
Image for Register Financial Advisors LLC Has $230,000 Stock Holdings in Copart, Inc. (NASDAQ:CPRT)

Register Financial Advisors LLC Has $230,000 Stock Holdings in Copart, Inc. (NASDAQ:CPRT)

Register Financial Advisors LLC reduced its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 42.9% in the 4th quarter, HoldingsChannel reports. The fund owned 4,000 shares of the business services provider’s stock... More of this article »
Image for Cathy Pareto & Associates Inc. Buys Shares of 2,969 Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Cathy Pareto & Associates Inc. Buys Shares of 2,969 Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Cathy Pareto & Associates Inc. acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, HoldingsChannel reports. The firm acquired 2,969 shares of the company’s... More of this article »
Image for Capital Asset Advisory Services LLC Buys 348 Shares of Union Pacific Co. (NYSE:UNP)

Capital Asset Advisory Services LLC Buys 348 Shares of Union Pacific Co. (NYSE:UNP)

Capital Asset Advisory Services LLC raised its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Klaas Financial Asset Advisors LLC Lowers Holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Klaas Financial Asset Advisors LLC Lowers Holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Klaas Financial Asset Advisors LLC lowered its position in shares of Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 0.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Blue Trust Inc. Boosts Stake in The TJX Companies, Inc. (NYSE:TJX)

Blue Trust Inc. Boosts Stake in The TJX Companies, Inc. (NYSE:TJX)

Blue Trust Inc. raised its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 43.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Blue Trust Inc. Sells 13,479 Shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Blue Trust Inc. Sells 13,479 Shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Blue Trust Inc. cut its holdings in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Exchange Traded Concepts LLC Reduces Stock Position in Intuit Inc. (NASDAQ:INTU)

Exchange Traded Concepts LLC Reduces Stock Position in Intuit Inc. (NASDAQ:INTU)

Exchange Traded Concepts LLC reduced its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 79.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,744 shares of the software maker’s stock... More of this article »
Image for Drive Wealth Management LLC Grows Stake in Invesco FTSE RAFI Emerging Markets ETF (NYSEARCA:PXH)

Drive Wealth Management LLC Grows Stake in Invesco FTSE RAFI Emerging Markets ETF (NYSEARCA:PXH)

Drive Wealth Management LLC boosted its position in Invesco FTSE RAFI Emerging Markets ETF (NYSEARCA:PXH – Free Report) by 2.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Goldman Sachs MarketBeta International Equity ETF (BATS:GSID) Shares Acquired by Drive Wealth Management LLC

Goldman Sachs MarketBeta International Equity ETF (BATS:GSID) Shares Acquired by Drive Wealth Management LLC

Drive Wealth Management LLC lifted its stake in shares of Goldman Sachs MarketBeta International Equity ETF (BATS:GSID – Free Report) by 1.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 43,333 shares of... More of this article »
Image for Aspiring Ventures LLC Purchases New Shares in The Procter & Gamble Company (NYSE:PG)

Aspiring Ventures LLC Purchases New Shares in The Procter & Gamble Company (NYSE:PG)

Aspiring Ventures LLC bought a new position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 8,308 shares of the company’s stock,... More of this article »
Image for Fifth Third Bancorp Has $4.67 Million Position in Delta Air Lines, Inc. (NYSE:DAL)

Fifth Third Bancorp Has $4.67 Million Position in Delta Air Lines, Inc. (NYSE:DAL)

Fifth Third Bancorp cut its holdings in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 12.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Sandy Spring Bancorp Faces Shareholder Lawsuits Following Merger Announcement

Sandy Spring Bancorp Faces Shareholder Lawsuits Following Merger Announcement

Sandy Spring Bancorp, Inc. faced legal action following its merger agreement with Atlantic Union Bankshares Corporation, according to a recent SEC filing. The filing states that three lawsuits were filed by shareholders of Atlantic... More of this article »
Image for Legacy Financial Group LLC Invests $628,000 in The Travelers Companies, Inc. (NYSE:TRV)

Legacy Financial Group LLC Invests $628,000 in The Travelers Companies, Inc. (NYSE:TRV)

Legacy Financial Group LLC bought a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for AlphaMark Advisors LLC Has $26,000 Position in Huntington Bancshares Incorporated (NASDAQ:HBAN)

AlphaMark Advisors LLC Has $26,000 Position in Huntington Bancshares Incorporated (NASDAQ:HBAN)

AlphaMark Advisors LLC trimmed its stake in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 55.6% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Norfolk Southern Co. (NYSE:NSC) Shares Purchased by OLIO Financial Planning

Norfolk Southern Co. (NYSE:NSC) Shares Purchased by OLIO Financial Planning

OLIO Financial Planning boosted its holdings in shares of Norfolk Southern Co. (NYSE:NSC – Free Report) by 52.7% during the 4th quarter, HoldingsChannel reports. The firm owned 1,544 shares of the railroad operator’s stock... More of this article »
Image for Tennessee Valley Asset Management Partners Has $54.67 Million Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Tennessee Valley Asset Management Partners Has $54.67 Million Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Tennessee Valley Asset Management Partners lowered its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 4.2% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Narwhal Capital Management Sells 469 Shares of General Motors (NYSE:GM)

Narwhal Capital Management Sells 469 Shares of General Motors (NYSE:GM)

Narwhal Capital Management lessened its holdings in General Motors (NYSE:GM – Free Report) (TSE:GMM.U) by 5.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,362... More of this article »
Image for Tennessee Valley Asset Management Partners Makes New Investment in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP)

Tennessee Valley Asset Management Partners Makes New Investment in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP)

Tennessee Valley Asset Management Partners acquired a new stake in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for E Fund Management Hong Kong Co. Ltd. Buys New Shares in Deckers Outdoor Co. (NYSE:DECK)

E Fund Management Hong Kong Co. Ltd. Buys New Shares in Deckers Outdoor Co. (NYSE:DECK)

E Fund Management Hong Kong Co. Ltd. purchased a new position in shares of Deckers Outdoor Co. (NYSE:DECK – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 687 shares of the textile maker’s... More of this article »
Image for E Fund Management Hong Kong Co. Ltd. Has $534,000 Stake in Zhihu Inc. (NYSE:ZH)

E Fund Management Hong Kong Co. Ltd. Has $534,000 Stake in Zhihu Inc. (NYSE:ZH)

E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Zhihu Inc. (NYSE:ZH – Free Report) by 83.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 150,848 shares of the company’s... More of this article »
Image for Spotify Technology S.A. (NYSE:SPOT) Receives Average Rating of “Moderate Buy” from Brokerages

Spotify Technology S.A. (NYSE:SPOT) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Spotify Technology S.A. (NYSE:SPOT – Get Free Report) have been given a consensus rating of “Moderate Buy” by the twenty-eight analysts that are currently covering the firm, Marketbeat.com reports. One... More of this article »
Image for Peak Financial Management Inc. Lowers Stake in Boston Scientific Co. (NYSE:BSX)

Peak Financial Management Inc. Lowers Stake in Boston Scientific Co. (NYSE:BSX)

Peak Financial Management Inc. reduced its holdings in Boston Scientific Co. (NYSE:BSX – Free Report) by 11.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Acquired by TI Trust Inc.

Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Shares Acquired by TI Trust Inc.

TI Trust Inc. increased its stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by First Citizens Bank & Trust Co.

iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. cut its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 24,263 shares of the company’s... More of this article »
Image for High Net Worth Advisory Group LLC Invests $240,000 in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

High Net Worth Advisory Group LLC Invests $240,000 in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

High Net Worth Advisory Group LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund bought 5,008 shares of the company’s... More of this article »
Image for Flagship Harbor Advisors LLC Buys 750 Shares of Vanguard Russell 1000 (NASDAQ:VONE)

Flagship Harbor Advisors LLC Buys 750 Shares of Vanguard Russell 1000 (NASDAQ:VONE)

Flagship Harbor Advisors LLC grew its stake in Vanguard Russell 1000 (NASDAQ:VONE – Free Report) by 10.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Flagship Harbor Advisors LLC Grows Stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Flagship Harbor Advisors LLC Grows Stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Flagship Harbor Advisors LLC boosted its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Abbott Laboratories (NYSE:ABT) Shares Sold by High Net Worth Advisory Group LLC

Abbott Laboratories (NYSE:ABT) Shares Sold by High Net Worth Advisory Group LLC

High Net Worth Advisory Group LLC reduced its position in Abbott Laboratories (NYSE:ABT – Free Report) by 1.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 37,624 shares of the healthcare product... More of this article »
Image for Exchange Traded Concepts LLC Purchases 6,370 Shares of Visa Inc. (NYSE:V)

Exchange Traded Concepts LLC Purchases 6,370 Shares of Visa Inc. (NYSE:V)

Exchange Traded Concepts LLC increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 50.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 18,937 shares of the credit-card... More of this article »
Image for First Bancorp Inc ME Has $3.80 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

First Bancorp Inc ME Has $3.80 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

First Bancorp Inc ME decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Crescent Grove Advisors LLC

Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Crescent Grove Advisors LLC

Crescent Grove Advisors LLC increased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 200.0% during the 4th quarter, HoldingsChannel reports. The fund owned 12,000 shares of the company’s... More of this article »
Image for Archer-Daniels-Midland Company (NYSE:ADM) Shares Sold by First Citizens Bank & Trust Co.

Archer-Daniels-Midland Company (NYSE:ADM) Shares Sold by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. cut its position in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 7.3% during the 4th quarter, Holdings Channel reports. The firm owned 70,067 shares of the company’s... More of this article »
Image for First Citizens Bank & Trust Co. Sells 2,503 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

First Citizens Bank & Trust Co. Sells 2,503 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

First Citizens Bank & Trust Co. reduced its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Bought by First Citizens Bank & Trust Co.

Invesco QQQ (NASDAQ:QQQ) Shares Bought by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Archford Capital Strategies LLC Raises Position in VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Archford Capital Strategies LLC Raises Position in VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Archford Capital Strategies LLC grew its holdings in VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) by 8.0% during the fourth quarter, HoldingsChannel reports. The firm owned 28,397 shares of the company’s... More of this article »
Image for 6,541 Shares in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) Purchased by Archford Capital Strategies LLC

6,541 Shares in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) Purchased by Archford Capital Strategies LLC

Archford Capital Strategies LLC purchased a new position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 6,541 shares of the... More of this article »
Image for Hexcel Co. (NYSE:HXL) Receives $71.33 Consensus Target Price from Analysts

Hexcel Co. (NYSE:HXL) Receives $71.33 Consensus Target Price from Analysts

Hexcel Co. (NYSE:HXL – Get Free Report) has earned an average rating of “Hold” from the fourteen research firms that are covering the firm, MarketBeat.com reports. Two research analysts have rated the stock with... More of this article »
Image for The Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Rating of “Moderate Buy” from Analysts

The Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of The Descartes Systems Group Inc. (NASDAQ:DSGX – Get Free Report) (TSE:DSG) have received an average rating of “Moderate Buy” from the fourteen analysts that are covering the firm, MarketBeat reports. Four... More of this article »