Home » Author Archive
Novare Capital Management LLC Purchases 8,292 Shares of Verizon Communications Inc. (NYSE:VZ)
Novare Capital Management LLC lifted its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.9% in the 4th quarter, Holdings Channel reports. The fund owned 440,088 shares of the cell phone carrier’s stock... More of this article »
Regatta Capital Group LLC Buys 1,427 Shares of The Walt Disney Company (NYSE:DIS)
Regatta Capital Group LLC boosted its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,595 shares... More of this article »
Archford Capital Strategies LLC Has $1.21 Million Stock Position in Invesco QQQ (NASDAQ:QQQ)
Archford Capital Strategies LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 22.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Navis Wealth Advisors LLC Takes Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Navis Wealth Advisors LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 1,787 shares of the exchange traded... More of this article »
Embree Financial Group Cuts Position in Honeywell International Inc. (NASDAQ:HON)
Embree Financial Group trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 6.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,703 shares of... More of this article »
Harvest Minerals (LON:HMI) Stock Passes Below 50 Day Moving Average – Here’s What Happened
Harvest Minerals Limited (LON:HMI – Get Free Report) shares crossed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of GBX 0.55 ($0.01) and traded as low as GBX 0.55 ($0.01).... More of this article »
Galaxy Resources (OTCMKTS:GALXF) Stock Crosses Below 50-Day Moving Average – Should You Sell?
Galaxy Resources Limited (OTCMKTS:GALXF – Get Free Report)’s share price crossed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $3.57 and traded as low as $3.38. Galaxy... More of this article »
Marks and Spencer Group (OTCMKTS:MAKSY) Shares Cross Below 50 Day Moving Average – Should You Sell?
Marks and Spencer Group plc (OTCMKTS:MAKSY – Get Free Report)’s share price passed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $9.40 and traded as low as $8.09. Marks... More of this article »
Flagship Harbor Advisors LLC Has $5.40 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Flagship Harbor Advisors LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 213.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
1834 Investment Advisors Co. Raises Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
1834 Investment Advisors Co. lifted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 22,590 shares... More of this article »
Avaii Wealth Management LLC Sells 241 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Avaii Wealth Management LLC trimmed its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 10.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,181 shares of the... More of this article »
Singing Machine (OTCMKTS:SMDM) Shares Pass Above 50-Day Moving Average – Here’s Why
The Singing Machine Company, Inc. (OTCMKTS:SMDM – Get Free Report) shares crossed above its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $0.19 and traded as high as $0.21. Singing... More of this article »
Novare Capital Management LLC Decreases Stake in Zoetis Inc. (NYSE:ZTS)
Novare Capital Management LLC lowered its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 3.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 47,003 shares of the company’s stock after selling 1,883 shares... More of this article »
Crescent Grove Advisors LLC Sells 509 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Crescent Grove Advisors LLC trimmed its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
MKT Advisors LLC Has $245,000 Holdings in The Coca-Cola Company (NYSE:KO)
MKT Advisors LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by AEGON ASSET MANAGEMENT UK Plc
AEGON ASSET MANAGEMENT UK Plc lowered its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 13.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,005,949 shares of the company’s... More of this article »
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock Holdings Cut by Precedent Wealth Partners LLC
Precedent Wealth Partners LLC reduced its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 20.7% during the fourth quarter, Holdings Channel reports. The firm owned 172,728 shares of the... More of this article »
Bodycote (LON:BOY) Stock Price Passes Above 200 Day Moving Average – Should You Sell?
Shares of Bodycote plc (LON:BOY – Get Free Report) passed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of GBX 629.92 ($7.86) and traded as high as GBX 647... More of this article »
Navis Wealth Advisors LLC Increases Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Navis Wealth Advisors LLC boosted its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 20.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 2,411 shares of the exchange traded fund’s... More of this article »
Encompass More Asset Management Increases Position in The Procter & Gamble Company (NYSE:PG)
Encompass More Asset Management grew its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 4.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,561 shares of the... More of this article »
NextEra Energy (NYSE:NEE) Issues FY 2025 Earnings Guidance
NextEra Energy (NYSE:NEE – Get Free Report) issued an update on its FY 2025 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 3.450-3.700 for the period, compared to the consensus... More of this article »
Clarendon Private LLC Purchases New Stake in ASML Holding (NASDAQ:ASML)
Clarendon Private LLC bought a new stake in ASML Holding (NASDAQ:ASML – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 388 shares of the semiconductor company’s stock, valued... More of this article »
Regatta Capital Group LLC Has $229,000 Stock Position in Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Regatta Capital Group LLC grew its stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 4.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,229... More of this article »
The TJX Companies, Inc. (NYSE:TJX) Shares Sold by Moody Lynn & Lieberson LLC
Moody Lynn & Lieberson LLC decreased its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) is KFG Wealth Management LLC’s 9th Largest Position
KFG Wealth Management LLC raised its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 31.5% during the 4th quarter, Holdings Channel reports. The firm owned 385,342 shares of the company’s... More of this article »
Summit Investment Advisory Services LLC Has $1.52 Million Position in JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE)
Summit Investment Advisory Services LLC increased its holdings in shares of JPMorgan International Research Enhanced Equity ETF (NYSEARCA:JIRE – Free Report) by 4.5% in the 4th quarter, according to its most recent filing with... More of this article »
Kestrel Gold (CVE:KGC) Shares Up 33.3% – What’s Next?
Kestrel Gold Inc. (CVE:KGC – Get Free Report)’s share price was up 33.3% during mid-day trading on Friday . The stock traded as high as C$0.04 and last traded at C$0.04. Approximately 139,107 shares traded hands during... More of this article »
Sensient Technologies (NYSE:SXT) Shares Pass Above Two Hundred Day Moving Average – Here’s What Happened
Sensient Technologies Co. (NYSE:SXT – Get Free Report)’s stock price passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $75.95 and traded as high as $76.40. Sensient... More of this article »
1834 Investment Advisors Co. Lowers Position in SPDR S&P Dividend ETF (NYSEARCA:SDY)
1834 Investment Advisors Co. reduced its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
AutoZone, Inc. (NYSE:AZO) Holdings Lifted by MKT Advisors LLC
MKT Advisors LLC increased its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 20.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Vista Investment Partners LLC Grows Stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Vista Investment Partners LLC grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vista Investment Partners LLC Sells 294 Shares of Bristol-Myers Squibb (NYSE:BMY)
Vista Investment Partners LLC reduced its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 5.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Crescent Grove Advisors LLC Has $3.86 Million Stock Position in iShares Gold Trust (NYSEARCA:IAU)
Crescent Grove Advisors LLC boosted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 9.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 77,959 shares of the... More of this article »
Jamison Private Wealth Management Inc. Sells 69 Shares of Stryker Co. (NYSE:SYK)
Jamison Private Wealth Management Inc. trimmed its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 2,665 shares of the medical technology... More of this article »
Dynamic Advisor Solutions LLC Decreases Holdings in Chubb Limited (NYSE:CB)
Dynamic Advisor Solutions LLC lowered its stake in Chubb Limited (NYSE:CB – Free Report) by 9.0% in the 4th quarter, HoldingsChannel reports. The fund owned 8,416 shares of the financial services provider’s stock after... More of this article »
Duncan Williams Asset Management LLC Invests $260,000 in Philip Morris International Inc. (NYSE:PM)
Duncan Williams Asset Management LLC bought a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 2,162 shares of the company’s stock, valued... More of this article »
Motive Wealth Advisors Has $675,000 Stock Position in Eli Lilly and Company (NYSE:LLY)
Motive Wealth Advisors lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.7% in the 4th quarter, Holdings Channel reports. The firm owned 874 shares of the company’s stock after buying an additional... More of this article »
SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) Stock Position Increased by Embree Financial Group
Embree Financial Group boosted its position in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 8.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Andina Capital Management LLC Has $524,000 Stake in Fiserv, Inc. (NYSE:FI)
Andina Capital Management LLC boosted its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 4.3% in the fourth quarter, HoldingsChannel reports. The firm owned 2,551 shares of the business services provider’s... More of this article »
Kinder Morgan, Inc. (NYSE:KMI) Shares Sold by 1834 Investment Advisors Co.
1834 Investment Advisors Co. lessened its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 3.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 447,070 shares of the pipeline company’s... More of this article »
1834 Investment Advisors Co. Cuts Stock Holdings in Coterra Energy Inc. (NYSE:CTRA)
1834 Investment Advisors Co. lessened its holdings in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 9.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 317,930 shares of the company’s stock after selling... More of this article »
Emblem (OTCMKTS:EMMBF) Stock Price Up 1.4% – Still a Buy?
Emblem Corp (OTCMKTS:EMMBF – Get Free Report)’s stock price was up 1.4% during mid-day trading on Friday . The company traded as high as $1.45 and last traded at $1.40. Approximately 156,200 shares traded hands during trading,... More of this article »
iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Shares Purchased by Guerra Pan Advisors LLC
Guerra Pan Advisors LLC raised its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 31.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Crescent Grove Advisors LLC Purchases 3,660 Shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)
Crescent Grove Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) by 2.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 128,468 shares... More of this article »
Cypress Point Wealth Management LLC Boosts Stake in Avantis Real Estate ETF (NYSEARCA:AVRE)
Cypress Point Wealth Management LLC increased its stake in shares of Avantis Real Estate ETF (NYSEARCA:AVRE – Free Report) by 7.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,099... More of this article »
Public Service Enterprise Group Incorporated (NYSE:PEG) Shares Acquired by Harrell Investment Partners LLC
Harrell Investment Partners LLC increased its holdings in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 4.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 30,494... More of this article »
Deutsche EuroShop (ETR:DEQ) Shares Up 0.6% – Time to Buy?
Deutsche EuroShop AG (ETR:DEQ – Get Free Report) shares shot up 0.6% during trading on Friday . The stock traded as high as €18.32 ($19.28) and last traded at €18.20 ($19.16). 7,371 shares changed hands during trading,... More of this article »
Crescent Grove Advisors LLC Acquires 28,242 Shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)
Crescent Grove Advisors LLC raised its holdings in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 8.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »