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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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »