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Image for Park Edge Advisors LLC Has $10.81 Million Holdings in Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Park Edge Advisors LLC Has $10.81 Million Holdings in Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Park Edge Advisors LLC lessened its stake in shares of Simplify Treasury Option Income ETF (NYSEARCA:BUCK – Free Report) by 1.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 440,495 shares of the company’s... More of this article »
Image for Avaii Wealth Management LLC Purchases 190 Shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM)

Avaii Wealth Management LLC Purchases 190 Shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM)

Avaii Wealth Management LLC grew its position in shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 0.9% in the 4th quarter, HoldingsChannel reports. The fund owned 22,113 shares of the company’s... More of this article »
Image for Flagship Private Wealth LLC Reduces Stake in Simplify Health Care ETF (NYSEARCA:PINK)

Flagship Private Wealth LLC Reduces Stake in Simplify Health Care ETF (NYSEARCA:PINK)

Flagship Private Wealth LLC lowered its stake in Simplify Health Care ETF (NYSEARCA:PINK – Free Report) by 7.4% in the 4th quarter, Holdings Channel reports. The firm owned 24,981 shares of the company’s stock after selling... More of this article »
Image for Baron Financial Group LLC Cuts Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Baron Financial Group LLC Cuts Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Baron Financial Group LLC decreased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 25,765 shares of the... More of this article »
Image for Chevron Co. (NYSE:CVX) Stake Raised by CX Institutional

Chevron Co. (NYSE:CVX) Stake Raised by CX Institutional

CX Institutional increased its stake in Chevron Co. (NYSE:CVX – Free Report) by 24.2% during the fourth quarter, HoldingsChannel reports. The firm owned 57,357 shares of the oil and gas company’s stock after acquiring... More of this article »
Image for Crescent Grove Advisors LLC Grows Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Crescent Grove Advisors LLC Grows Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Crescent Grove Advisors LLC boosted its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 54.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Marshall Financial Group LLC Purchases 379 Shares of Canadian National Railway (NYSE:CNI)

Marshall Financial Group LLC Purchases 379 Shares of Canadian National Railway (NYSE:CNI)

Marshall Financial Group LLC lifted its position in shares of Canadian National Railway (NYSE:CNI – Free Report) (TSE:CNR) by 4.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Asio Capital LLC Has $2.37 Million Position in Eagle Materials Inc. (NYSE:EXP)

Asio Capital LLC Has $2.37 Million Position in Eagle Materials Inc. (NYSE:EXP)

Asio Capital LLC increased its stake in shares of Eagle Materials Inc. (NYSE:EXP – Free Report) by 7.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 9,608 shares of the construction company’s stock... More of this article »
Image for 558 Shares in KLA Co. (NASDAQ:KLAC) Purchased by TTP Investments Inc.

558 Shares in KLA Co. (NASDAQ:KLAC) Purchased by TTP Investments Inc.

TTP Investments Inc. bought a new stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 558 shares of the semiconductor company’s... More of this article »
Image for Juncture Wealth Strategies LLC Sells 771 Shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Juncture Wealth Strategies LLC Sells 771 Shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Juncture Wealth Strategies LLC cut its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Park Edge Advisors LLC Sells 557 Shares of Simplify Commodities Strategy No K-1 ETF (NYSEARCA:HARD)

Park Edge Advisors LLC Sells 557 Shares of Simplify Commodities Strategy No K-1 ETF (NYSEARCA:HARD)

Park Edge Advisors LLC decreased its position in Simplify Commodities Strategy No K-1 ETF (NYSEARCA:HARD – 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 »
Image for RTD Financial Advisors Inc. Has $21.11 Million Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

RTD Financial Advisors Inc. Has $21.11 Million Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

RTD Financial Advisors Inc. raised its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Gladstone Land Co. (NASDAQ:LAND) Raises Dividend to $0.05 Per Share

Gladstone Land Co. (NASDAQ:LAND) Raises Dividend to $0.05 Per Share

Gladstone Land Co. (NASDAQ:LAND – Get Free Report) declared a dividend on Friday, January 24th,investing.com reports. Shareholders of record on Monday, January 27th will be given a dividend of 0.0467 per share by the real estate... More of this article »
Image for KFG Wealth Management LLC Sells 3,485 Shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

KFG Wealth Management LLC Sells 3,485 Shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

KFG Wealth Management LLC cut its stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Southland Equity Partners LLC Buys 25 Shares of Costco Wholesale Co. (NASDAQ:COST)

Southland Equity Partners LLC Buys 25 Shares of Costco Wholesale Co. (NASDAQ:COST)

Southland Equity Partners LLC lifted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Shilanski & Associates Inc. Reduces Stock Position in Chevron Co. (NYSE:CVX)

Shilanski & Associates Inc. Reduces Stock Position in Chevron Co. (NYSE:CVX)

Shilanski & Associates Inc. decreased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Archford Capital Strategies LLC

Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Archford Capital Strategies LLC

Archford Capital Strategies LLC lessened its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 4.3% during the 4th quarter, Holdings Channel reports. The institutional investor owned 100,232 shares of the company’s... More of this article »
Image for Blue Square Asset Management LLC Boosts Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Blue Square Asset Management LLC Boosts Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Blue Square Asset Management LLC raised its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 96.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 348,719 shares of the company’s... More of this article »
Image for Team Hewins LLC Purchases New Holdings in Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE)

Team Hewins LLC Purchases New Holdings in Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE)

Team Hewins LLC acquired a new position in Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 5,127 shares... More of this article »
Image for Truist Financial Co. (NYSE:TFC) Shares Purchased by Jamison Private Wealth Management Inc.

Truist Financial Co. (NYSE:TFC) Shares Purchased by Jamison Private Wealth Management Inc.

Jamison Private Wealth Management Inc. raised its holdings in Truist Financial Co. (NYSE:TFC – Free Report) by 5.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 142,516 shares of the... More of this article »
Image for First Citizens Bank & Trust Co. Raises Holdings in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK)

First Citizens Bank & Trust Co. Raises Holdings in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK)

First Citizens Bank & Trust Co. lifted its holdings in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 9.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Sonic (prev. FTM) (S) 24-Hour Trading Volume Reaches $115.26 Million

Sonic (prev. FTM) (S) 24-Hour Trading Volume Reaches $115.26 Million

Sonic (prev. FTM) (S) traded down 0.2% against the U.S. dollar during the one day period ending at 7:00 AM E.T. on January 26th. Over the last seven days, Sonic (prev. FTM) has traded 9.9% lower against the U.S. dollar. Sonic (prev.... More of this article »
Image for Archford Capital Strategies LLC Buys 2,251 Shares of iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY)

Archford Capital Strategies LLC Buys 2,251 Shares of iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY)

Archford Capital Strategies LLC raised its stake in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for First Citizens Bank & Trust Co. Has $7.19 Million Stake in T. Rowe Price Group, Inc. (NASDAQ:TROW)

First Citizens Bank & Trust Co. Has $7.19 Million Stake in T. Rowe Price Group, Inc. (NASDAQ:TROW)

First Citizens Bank & Trust Co. lessened its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 8.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 63,599 shares of the... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Position Reduced by Apeiron RIA LLC

Exxon Mobil Co. (NYSE:XOM) Position Reduced by Apeiron RIA LLC

Apeiron RIA LLC lowered its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 13,905 shares of the oil and gas company’s stock after selling 762... More of this article »
Image for Dynamic Advisor Solutions LLC Grows Holdings in Elevance Health, Inc. (NYSE:ELV)

Dynamic Advisor Solutions LLC Grows Holdings in Elevance Health, Inc. (NYSE:ELV)

Dynamic Advisor Solutions LLC boosted its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 22.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 7,571 shares... More of this article »
Image for Alan B Lancz & Associates Inc. Reduces Position in Amcor plc (NYSE:AMCR)

Alan B Lancz & Associates Inc. Reduces Position in Amcor plc (NYSE:AMCR)

Alan B Lancz & Associates Inc. lowered its position in Amcor plc (NYSE:AMCR – Free Report) by 11.9% 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 Merkkuri Wealth Advisors LLC Boosts Stake in First Trust BuyWrite Income ETF (NASDAQ:FTHI)

Merkkuri Wealth Advisors LLC Boosts Stake in First Trust BuyWrite Income ETF (NASDAQ:FTHI)

Merkkuri Wealth Advisors LLC increased its holdings in First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 9.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Flagship Harbor Advisors LLC Raises Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Flagship Harbor Advisors LLC Raises Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Flagship Harbor Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Lantz Financial LLC Has $226,000 Stock Holdings in Ecolab Inc. (NYSE:ECL)

Lantz Financial LLC Has $226,000 Stock Holdings in Ecolab Inc. (NYSE:ECL)

Lantz Financial LLC raised its position in Ecolab Inc. (NYSE:ECL – Free Report) by 20.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for CRH plc (NYSE:CRH) Shares Purchased by Moody Lynn & Lieberson LLC

CRH plc (NYSE:CRH) Shares Purchased by Moody Lynn & Lieberson LLC

Moody Lynn & Lieberson LLC grew its position in shares of CRH plc (NYSE:CRH – Free Report) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for tinyBuild (LON:TBLD) Sets New 12-Month High  – Should You Buy?

tinyBuild (LON:TBLD) Sets New 12-Month High – Should You Buy?

tinyBuild, Inc. (LON:TBLD – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Friday . The stock traded as high as GBX 7 ($0.09) and last traded at GBX 6.53 ($0.08), with a volume of 717762... More of this article »
Image for AB Conservative Buffer ETF (NASDAQ:BUFC) Sees Strong Trading Volume  – Here’s What Happened

AB Conservative Buffer ETF (NASDAQ:BUFC) Sees Strong Trading Volume – Here’s What Happened

Shares of AB Conservative Buffer ETF (NASDAQ:BUFC – Get Free Report) saw an uptick in trading volume on Friday . 109,744 shares traded hands during mid-day trading, an increase of 110% from the previous session’s volume... More of this article »
Image for Tran Capital Management L.P. Purchases Shares of 53,715 Builders FirstSource, Inc. (NYSE:BLDR)

Tran Capital Management L.P. Purchases Shares of 53,715 Builders FirstSource, Inc. (NYSE:BLDR)

Tran Capital Management L.P. bought a new position in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Vanguard Extended Market ETF (NYSEARCA:VXF) is Affiance Financial LLC’s 7th Largest Position

Vanguard Extended Market ETF (NYSEARCA:VXF) is Affiance Financial LLC’s 7th Largest Position

Affiance Financial LLC raised its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 0.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for AlphaMark Advisors LLC Buys Shares of 2,100 VanEck AA-BB CLO ETF (NYSEARCA:CLOB)

AlphaMark Advisors LLC Buys Shares of 2,100 VanEck AA-BB CLO ETF (NYSEARCA:CLOB)

AlphaMark Advisors LLC purchased a new position in shares of VanEck AA-BB CLO ETF (NYSEARCA:CLOB – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 2,100 shares of the company’s... More of this article »
Image for Astrotech Corporation (NASDAQ: ASTC) Announces Purchase Order for TRACER 1000™ from Intuitive Research and Technology CorporationOn January 23, 2025, Astrotech Corporation revealed in an 8-K filing that its subsidiary, 1st Detect, has secured a purch

Astrotech Corporation (NASDAQ: ASTC) Announces Purchase Order for TRACER 1000™ from Intuitive Research and Technology CorporationOn January 23, 2025, Astrotech Corporation revealed in an 8-K filing that its subsidiary, 1st Detect, has secured a purch

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Astrotech’s 8K filing here. Astrotech Company Profile (Get Free Report) Astrotech... More of this article »
Image for Secure Asset Management LLC Acquires 739 Shares of Visa Inc. (NYSE:V)

Secure Asset Management LLC Acquires 739 Shares of Visa Inc. (NYSE:V)

Secure Asset Management LLC increased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 9.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for CFS Investment Advisory Services LLC Has $282,000 Position in Eversource Energy (NYSE:ES)

CFS Investment Advisory Services LLC Has $282,000 Position in Eversource Energy (NYSE:ES)

CFS Investment Advisory Services LLC decreased its holdings in shares of Eversource Energy (NYSE:ES – Free Report) by 31.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Cummins Inc. (NYSE:CMI) Shares Acquired by Patton Albertson Miller Group LLC

Cummins Inc. (NYSE:CMI) Shares Acquired by Patton Albertson Miller Group LLC

Patton Albertson Miller Group LLC grew its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Patton Albertson Miller Group LLC Sells 414 Shares of iShares Global Tech ETF (NYSEARCA:IXN)

Patton Albertson Miller Group LLC Sells 414 Shares of iShares Global Tech ETF (NYSEARCA:IXN)

Patton Albertson Miller Group LLC decreased its holdings in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 6.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 6,440 shares of the company’s... More of this article »
Image for Flagship Harbor Advisors LLC Decreases Position in American Century STOXX U.S. Quality Growth ETF (NYSEARCA:QGRO)

Flagship Harbor Advisors LLC Decreases Position in American Century STOXX U.S. Quality Growth ETF (NYSEARCA:QGRO)

Flagship Harbor Advisors LLC trimmed its holdings in American Century STOXX U.S. Quality Growth ETF (NYSEARCA:QGRO – Free Report) by 27.5% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Voyageur Pharmaceuticals (CVE:VM) Trading Up 14.7%  – Time to Buy?

Voyageur Pharmaceuticals (CVE:VM) Trading Up 14.7% – Time to Buy?

Voyageur Pharmaceuticals Ltd. (CVE:VM – Get Free Report) shares rose 14.7% during trading on Friday . The stock traded as high as C$0.20 and last traded at C$0.20. Approximately 615,500 shares changed hands during trading, an... More of this article »
Image for Juncture Wealth Strategies LLC Has $312,000 Holdings in SPDR S&P Semiconductor ETF (NYSEARCA:XSD)

Juncture Wealth Strategies LLC Has $312,000 Holdings in SPDR S&P Semiconductor ETF (NYSEARCA:XSD)

Juncture Wealth Strategies LLC lifted its holdings in SPDR S&P Semiconductor ETF (NYSEARCA:XSD – Free Report) by 4.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Flagship Harbor Advisors LLC Acquires 33,742 Shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Flagship Harbor Advisors LLC Acquires 33,742 Shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Flagship Harbor Advisors LLC boosted its stake in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 63.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Uber Technologies (NYSE:UBER) Stock Price Up 1.1%  – Still a Buy?

Uber Technologies (NYSE:UBER) Stock Price Up 1.1% – Still a Buy?

Shares of Uber Technologies, Inc. (NYSE:UBER – Get Free Report) rose 1.1% during mid-day trading on Friday . The stock traded as high as $68.96 and last traded at $69.07. Approximately 4,366,853 shares changed hands during mid-day... More of this article »
Image for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Bought by Juncture Wealth Strategies LLC

Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Bought by Juncture Wealth Strategies LLC

Juncture Wealth Strategies LLC grew its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 5.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) Holdings Boosted by Stewardship Advisors LLC

Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) Holdings Boosted by Stewardship Advisors LLC

Stewardship Advisors LLC grew its holdings in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) by 20.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Stewardship Advisors LLC Purchases 13,655 Shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

Stewardship Advisors LLC Purchases 13,655 Shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA)

Stewardship Advisors LLC grew its position in shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 4.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Image for RFG Advisory LLC Buys 581 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

RFG Advisory LLC Buys 581 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

RFG Advisory LLC boosted its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.4% in the fourth quarter, HoldingsChannel reports. The firm owned 13,910 shares of the biopharmaceutical company’s stock after... More of this article »