Home » Author Archive

Image for Crescent Grove Advisors LLC Has $3.86 Million Stock Position in iShares Gold Trust (NYSEARCA:IAU)

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 »
Image for Jamison Private Wealth Management Inc. Sells 69 Shares of Stryker Co. (NYSE:SYK)

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 »
Image for Dynamic Advisor Solutions LLC Decreases Holdings in Chubb Limited (NYSE:CB)

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 »
Image for Duncan Williams Asset Management LLC Invests $260,000 in Philip Morris International Inc. (NYSE:PM)

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 »
Image for Motive Wealth Advisors Has $675,000 Stock Position in Eli Lilly and Company (NYSE:LLY)

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 »
Image for SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) Stock Position Increased by Embree Financial Group

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 »
Image for Andina Capital Management LLC Has $524,000 Stake in Fiserv, Inc. (NYSE:FI)

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 »
Image for Kinder Morgan, Inc. (NYSE:KMI) Shares Sold by 1834 Investment Advisors Co.

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 »
Image for 1834 Investment Advisors Co. Cuts Stock Holdings in Coterra Energy Inc. (NYSE:CTRA)

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 »
Image for Emblem (OTCMKTS:EMMBF) Stock Price Up 1.4%  – Still a Buy?

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 »
Image for iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Shares Purchased by Guerra Pan Advisors LLC

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 »
Image for Public Service Enterprise Group Incorporated (NYSE:PEG) Shares Acquired by Harrell Investment Partners LLC

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 »
Image for Cypress Point Wealth Management LLC Boosts Stake in Avantis Real Estate ETF (NYSEARCA:AVRE)

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 »
Image for Crescent Grove Advisors LLC Purchases 3,660 Shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

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 »
Image for Deutsche EuroShop (ETR:DEQ) Shares Up 0.6%  – Time to Buy?

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 »
Image for Crescent Grove Advisors LLC Acquires 28,242 Shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)

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 »
Image for Clarendon Private LLC Purchases New Stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Clarendon Private LLC Purchases New Stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Clarendon Private LLC acquired a new position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Clarendon Private LLC Purchases New Stake in S&P Global Inc. (NYSE:SPGI)

Clarendon Private LLC Purchases New Stake in S&P Global Inc. (NYSE:SPGI)

Clarendon Private LLC bought a new stake in S&P Global Inc. (NYSE:SPGI – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 671 shares of... More of this article »
Image for Infinera Corporation Enters Direct Funding Agreement with U.S. Department of CommerceInfinera Corporation (NASDAQ: INFN) recently announced its entry into a direct funding agreement with the U.S. Department of Commerce (DOC) under the Creating Helpfu

Infinera Corporation Enters Direct Funding Agreement with U.S. Department of CommerceInfinera Corporation (NASDAQ: INFN) recently announced its entry into a direct funding agreement with the U.S. Department of Commerce (DOC) under the Creating Helpfu

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Infinera’s 8K filing here. Infinera Company Profile (Get Free Report) Infinera... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Sold by Smith Chas P & Associates PA Cpas

Invesco QQQ (NASDAQ:QQQ) Shares Sold by Smith Chas P & Associates PA Cpas

Smith Chas P & Associates PA Cpas cut its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.1% during the fourth quarter, Holdings Channel reports. The firm owned 85,067 shares of the exchange traded fund’s... More of this article »
Image for Affiance Financial LLC Grows Stock Holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Affiance Financial LLC Grows Stock Holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Affiance Financial LLC grew its holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Jacksonville Wealth Management LLC Invests $582,000 in Pacer US Cash Cows 100 ETF (BATS:COWZ)

Jacksonville Wealth Management LLC Invests $582,000 in Pacer US Cash Cows 100 ETF (BATS:COWZ)

Jacksonville Wealth Management LLC bought a new position in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 10,302 shares of the company’s stock, valued... More of this article »
Image for ImmuPharma (LON:IMM) Trading Up 9.3%  – Here’s Why

ImmuPharma (LON:IMM) Trading Up 9.3% – Here’s Why

ImmuPharma plc (LON:IMM – Get Free Report) shares were up 9.3% during trading on Friday . The company traded as high as GBX 4.50 ($0.06) and last traded at GBX 3.94 ($0.05). Approximately 31,560,066 shares were traded during... More of this article »
Image for ImmuPharma (LON:IMM) Stock Price Up 9.3%  – Here’s Why

ImmuPharma (LON:IMM) Stock Price Up 9.3% – Here’s Why

Shares of ImmuPharma plc (LON:IMM – Get Free Report) traded up 9.3% on Friday . The company traded as high as GBX 4.50 ($0.06) and last traded at GBX 3.94 ($0.05). 31,560,066 shares changed hands during mid-day trading, an increase... More of this article »
Image for Flagship Harbor Advisors LLC Acquires 257,092 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Flagship Harbor Advisors LLC Acquires 257,092 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Flagship Harbor Advisors LLC boosted its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 259.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
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 »