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Image for PCG Wealth Advisors LLC Buys 2,091 Shares of JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

PCG Wealth Advisors LLC Buys 2,091 Shares of JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE)

PCG Wealth Advisors LLC increased its stake in shares of JPMorgan Market Expansion Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) by 4.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 46,194 shares... More of this article »
Image for Invesco Variable Rate Preferred ETF (NYSEARCA:VRP) Shares Sold by Cottonwood Capital Advisors LLC

Invesco Variable Rate Preferred ETF (NYSEARCA:VRP) Shares Sold by Cottonwood Capital Advisors LLC

Cottonwood Capital Advisors LLC decreased its position in shares of Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 3.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 139,884 shares... More of this article »
Image for Recon Technology (NASDAQ:RCON) Coverage Initiated at StockNews.com

Recon Technology (NASDAQ:RCON) Coverage Initiated at StockNews.com

StockNews.com started coverage on shares of Recon Technology (NASDAQ:RCON – Free Report) in a research note published on Friday. The brokerage issued a sell rating on the oil and gas company’s stock. Recon Technology Price... More of this article »
Image for Petredis Investment Advisors LLC Lowers Stake in Linde plc (NASDAQ:LIN)

Petredis Investment Advisors LLC Lowers Stake in Linde plc (NASDAQ:LIN)

Petredis Investment Advisors LLC cut its position in shares of Linde plc (NASDAQ:LIN – Free Report) by 1.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,613 shares of the basic materials... More of this article »
Image for McGuire Investment Group LLC Has $145,000 Stock Holdings in Avid Bioservices, Inc. (NASDAQ:CDMO)

McGuire Investment Group LLC Has $145,000 Stock Holdings in Avid Bioservices, Inc. (NASDAQ:CDMO)

McGuire Investment Group LLC cut its position in Avid Bioservices, Inc. (NASDAQ:CDMO – Free Report) by 64.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mutual Advisors LLC Boosts Stock Holdings in Cheniere Energy, Inc. (NYSE:LNG)

Mutual Advisors LLC Boosts Stock Holdings in Cheniere Energy, Inc. (NYSE:LNG)

Mutual Advisors LLC boosted its position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Sachetta LLC

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Sachetta LLC

Sachetta LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for W.W. Grainger, Inc. (NYSE:GWW) Shares Sold by Sachetta LLC

W.W. Grainger, Inc. (NYSE:GWW) Shares Sold by Sachetta LLC

Sachetta LLC reduced its stake in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 3.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 267 shares of the industrial products company’s stock after selling... More of this article »
Image for Vanguard Total International Bond ETF (NASDAQ:BNDX) Shares Purchased by Eclectic Associates Inc. ADV

Vanguard Total International Bond ETF (NASDAQ:BNDX) Shares Purchased by Eclectic Associates Inc. ADV

Eclectic Associates Inc. ADV raised its holdings in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 3.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 822,521... More of this article »
Image for Atlas Private Wealth Advisors Raises Position in Amgen Inc. (NASDAQ:AMGN)

Atlas Private Wealth Advisors Raises Position in Amgen Inc. (NASDAQ:AMGN)

Atlas Private Wealth Advisors lifted its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.7% in the 4th quarter, HoldingsChannel reports. The firm owned 5,665 shares of the medical research company’s stock after acquiring... More of this article »
Image for Eclectic Associates Inc. ADV Takes $810,000 Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Eclectic Associates Inc. ADV Takes $810,000 Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Eclectic Associates Inc. ADV purchased a new position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 2,424 shares of... More of this article »
Image for Gradient Investments LLC Makes New Investment in Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC)

Gradient Investments LLC Makes New Investment in Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC)

Gradient Investments LLC bought a new stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 1,062,635 shares of the... More of this article »
Image for Blackrock Resources & Commodities Strategy Trust Enters Standstill Agreement with Saba Capital Management, L.P.

Blackrock Resources & Commodities Strategy Trust Enters Standstill Agreement with Saba Capital Management, L.P.

Blackrock Resources & Commodities Strategy Trust (NYSE: BCX) recently disclosed in an 8-K filing submitted to the Securities and Exchange Commission that the company, along with BlackRock Advisors, LLC, has struck a standstill... More of this article »
Image for The Cigna Group (NYSE:CI) Stake Reduced by Sachetta LLC

The Cigna Group (NYSE:CI) Stake Reduced by Sachetta LLC

Sachetta LLC decreased its holdings in shares of The Cigna Group (NYSE:CI – Free Report) by 21.0% 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 Encompass More Asset Management Buys Shares of 285 Equinix, Inc. (NASDAQ:EQIX)

Encompass More Asset Management Buys Shares of 285 Equinix, Inc. (NASDAQ:EQIX)

Encompass More Asset Management purchased a new position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) 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 Impact Partnership Wealth LLC Purchases Shares of 8,063 Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

Impact Partnership Wealth LLC Purchases Shares of 8,063 Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

Impact Partnership Wealth LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Southland Equity Partners LLC Has $265,000 Stock Holdings in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Southland Equity Partners LLC Has $265,000 Stock Holdings in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Southland Equity Partners LLC trimmed its holdings in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 5.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,438 shares... More of this article »
Image for Daymark Wealth Partners LLC Reduces Holdings in Tesla, Inc. (NASDAQ:TSLA)

Daymark Wealth Partners LLC Reduces Holdings in Tesla, Inc. (NASDAQ:TSLA)

Daymark Wealth Partners LLC reduced its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 6.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Target Co. (NYSE:TGT) Stock Position Raised by Cornerstone Wealth Management LLC

Target Co. (NYSE:TGT) Stock Position Raised by Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC lifted its position in Target Co. (NYSE:TGT – Free Report) by 16.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,215... More of this article »
Image for BlackRock Core Bond Trust Enters Standstill Agreement with Saba Capital Management, L.P.

BlackRock Core Bond Trust Enters Standstill Agreement with Saba Capital Management, L.P.

On January 20, 2025, BlackRock Core Bond Trust disclosed in an 8-K filing that it, along with BlackRock Advisors, LLC, the Investment Advisor, sealed a standstill agreement with Saba Capital Management, L.P. The said agreement, termed... More of this article »
Image for Curated Wealth Partners LLC Makes New Investment in Aon plc (NYSE:AON)

Curated Wealth Partners LLC Makes New Investment in Aon plc (NYSE:AON)

Curated Wealth Partners LLC bought a new position in Aon plc (NYSE:AON – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Curated Wealth Partners LLC Sells 2,024 Shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Curated Wealth Partners LLC Sells 2,024 Shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Curated Wealth Partners LLC trimmed its position in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 30.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for First Bancshares (NASDAQ:FBMS) Earns Sell Rating from Analysts at StockNews.com

First Bancshares (NASDAQ:FBMS) Earns Sell Rating from Analysts at StockNews.com

StockNews.com initiated coverage on shares of First Bancshares (NASDAQ:FBMS – Free Report) in a research note issued to investors on Friday. The brokerage issued a sell rating on the bank’s stock. Several other research... More of this article »
Image for Red Door Wealth Management LLC Invests $314,000 in Paychex, Inc. (NASDAQ:PAYX)

Red Door Wealth Management LLC Invests $314,000 in Paychex, Inc. (NASDAQ:PAYX)

Red Door Wealth Management LLC bought a new stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 2,237 shares of the business services provider’s stock,... More of this article »
Image for Secure Asset Management LLC Boosts Stake in Eaton Co. plc (NYSE:ETN)

Secure Asset Management LLC Boosts Stake in Eaton Co. plc (NYSE:ETN)

Secure Asset Management LLC increased its stake in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 6.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for XML Financial LLC Purchases 1,427 Shares of Alphabet Inc. (NASDAQ:GOOG)

XML Financial LLC Purchases 1,427 Shares of Alphabet Inc. (NASDAQ:GOOG)

XML Financial LLC increased its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,665... More of this article »
Image for Traphagen Investment Advisors LLC Sells 1,220 Shares of Alphabet Inc. (NASDAQ:GOOG)

Traphagen Investment Advisors LLC Sells 1,220 Shares of Alphabet Inc. (NASDAQ:GOOG)

Traphagen Investment Advisors LLC lessened its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 13,331 shares of the information services provider’s... More of this article »
Image for Verum Partners LLC Buys 33 Shares of Meta Platforms, Inc. (NASDAQ:META)

Verum Partners LLC Buys 33 Shares of Meta Platforms, Inc. (NASDAQ:META)

Verum Partners LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.4% during the fourth quarter, Holdings Channel reports. The firm owned 644 shares of the social networking company’s stock... More of this article »
Image for Piper Sandler Cuts Eagle Bancorp (NASDAQ:EGBN) Price Target to $27.50

Piper Sandler Cuts Eagle Bancorp (NASDAQ:EGBN) Price Target to $27.50

Eagle Bancorp (NASDAQ:EGBN – Free Report) had its target price trimmed by Piper Sandler from $31.00 to $27.50 in a report published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the financial... More of this article »
Image for Beaumont Financial Advisors LLC Increases Holdings in Meta Platforms, Inc. (NASDAQ:META)

Beaumont Financial Advisors LLC Increases Holdings in Meta Platforms, Inc. (NASDAQ:META)

Beaumont Financial Advisors LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Radakovich Lynn Vojvodich Sells 725 Shares of Dell Technologies Inc. (NYSE:DELL) Stock

Radakovich Lynn Vojvodich Sells 725 Shares of Dell Technologies Inc. (NYSE:DELL) Stock

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Radakovich Lynn Vojvodich sold 725 shares of the stock in a transaction that occurred on Wednesday, January 22nd. The stock was sold at an average price of $120.00,... More of this article »
Image for Insider Selling: Chewy, Inc. (NYSE:CHWY) CEO Sells 13,472 Shares of Stock

Insider Selling: Chewy, Inc. (NYSE:CHWY) CEO Sells 13,472 Shares of Stock

Chewy, Inc. (NYSE:CHWY – Get Free Report) CEO Sumit Singh sold 13,472 shares of Chewy stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $37.55, for a total value of $505,873.60. Following... More of this article »
Image for Kraken Robotics (CVE:PNG) Rating Increased to Moderate Buy at Raymond James

Kraken Robotics (CVE:PNG) Rating Increased to Moderate Buy at Raymond James

Kraken Robotics (CVE:PNG – Get Free Report) was upgraded by stock analysts at Raymond James to a “moderate buy” rating in a research report issued to clients and investors on Thursday,Zacks.com reports. Separately,... More of this article »
Image for Unilever PLC (NYSE:UL) Shares Sold by Sound Income Strategies LLC

Unilever PLC (NYSE:UL) Shares Sold by Sound Income Strategies LLC

Sound Income Strategies LLC lessened its position in shares of Unilever PLC (NYSE:UL – Free Report) by 92.5% in the 4th quarter, HoldingsChannel reports. The fund owned 7,448 shares of the company’s stock after selling... More of this article »
Image for CX Institutional Acquires 515 Shares of TD SYNNEX Co. (NYSE:SNX)

CX Institutional Acquires 515 Shares of TD SYNNEX Co. (NYSE:SNX)

CX Institutional raised its stake in TD SYNNEX Co. (NYSE:SNX – Free Report) by 4.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,859 shares of the business services provider’s... More of this article »
Image for JPMorgan Chase & Co. Raises Discover Financial Services (NYSE:DFS) Price Target to $169.00

JPMorgan Chase & Co. Raises Discover Financial Services (NYSE:DFS) Price Target to $169.00

Discover Financial Services (NYSE:DFS) had its price objective upped by JPMorgan Chase & Co. from $146.00 to $169.00 in a report published on Friday,Benzinga reports. They currently have a neutral rating on the financial services... More of this article »
Image for CACI International (NYSE:CACI) Price Target Raised to $536.00

CACI International (NYSE:CACI) Price Target Raised to $536.00

CACI International (NYSE:CACI – Free Report) had its price target hoisted by Wells Fargo & Company from $503.00 to $536.00 in a research note published on Friday,Benzinga reports. They currently have an overweight rating... More of this article »
Image for Flex (NASDAQ:FLEX) Rating Increased to Buy at StockNews.com

Flex (NASDAQ:FLEX) Rating Increased to Buy at StockNews.com

StockNews.com upgraded shares of Flex (NASDAQ:FLEX – Free Report) from a hold rating to a buy rating in a report issued on Friday morning. A number of other equities analysts also recently commented on FLEX. KeyCorp started coverage... More of this article »
Image for Montecito Bank & Trust Grows Stock Holdings in Consolidated Edison, Inc. (NYSE:ED)

Montecito Bank & Trust Grows Stock Holdings in Consolidated Edison, Inc. (NYSE:ED)

Montecito Bank & Trust grew its position in shares of Consolidated Edison, Inc. (NYSE:ED – Free Report) by 4.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 5,311 shares of the utilities provider’s... More of this article »
Image for New Century Financial Group LLC Sells 484 Shares of HDFC Bank Limited (NYSE:HDB)

New Century Financial Group LLC Sells 484 Shares of HDFC Bank Limited (NYSE:HDB)

New Century Financial Group LLC trimmed its position in HDFC Bank Limited (NYSE:HDB – Free Report) by 11.3% during the fourth quarter, Holdings Channel reports. The firm owned 3,794 shares of the bank’s stock after selling... More of this article »
Image for Sound Income Strategies LLC Buys 373 Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Sound Income Strategies LLC Buys 373 Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Sound Income Strategies LLC grew its stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 72.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 890 shares of the semiconductor... More of this article »
Image for New Century Financial Group LLC Acquires New Position in EOG Resources, Inc. (NYSE:EOG)

New Century Financial Group LLC Acquires New Position in EOG Resources, Inc. (NYSE:EOG)

New Century Financial Group LLC bought a new position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm bought 1,704 shares of the energy exploration company’s... More of this article »
Image for The J. M. Smucker Company (NYSE:SJM) Position Reduced by Wesbanco Bank Inc.

The J. M. Smucker Company (NYSE:SJM) Position Reduced by Wesbanco Bank Inc.

Wesbanco Bank Inc. trimmed its position in The J. M. Smucker Company (NYSE:SJM – Free Report) by 24.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,043 shares of the company’s stock after selling... More of this article »
Image for Secure Asset Management LLC Has $587,000 Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Secure Asset Management LLC Has $587,000 Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Secure Asset Management LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 405.5% during the fourth quarter, Holdings Channel reports. The fund owned 21,063 shares of the company’s... More of this article »
Image for Sandra Calvin Sells 925 Shares of Travere Therapeutics, Inc. (NASDAQ:TVTX) Stock

Sandra Calvin Sells 925 Shares of Travere Therapeutics, Inc. (NASDAQ:TVTX) Stock

Travere Therapeutics, Inc. (NASDAQ:TVTX – Get Free Report) CAO Sandra Calvin sold 925 shares of the firm’s stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $18.94,... More of this article »
Image for RFG Advisory LLC Cuts Position in AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT)

RFG Advisory LLC Cuts Position in AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT)

RFG Advisory LLC lessened its position in shares of AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 7,966 Shares in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS) Bought by LexAurum Advisors LLC

7,966 Shares in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS) Bought by LexAurum Advisors LLC

LexAurum Advisors LLC acquired a new stake in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Sound Income Strategies LLC Buys 2,394 Shares of Alibaba Group Holding Limited (NYSE:BABA)

Sound Income Strategies LLC Buys 2,394 Shares of Alibaba Group Holding Limited (NYSE:BABA)

Sound Income Strategies LLC boosted its stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 180.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,723 shares of the specialty retailer’s... More of this article »
Image for Nexus Gold (CVE:NXS) Trading Up 50%  – Here’s Why

Nexus Gold (CVE:NXS) Trading Up 50% – Here’s Why

Nexus Gold Corp. (CVE:NXS – Get Free Report)’s share price shot up 50% during trading on Saturday . The company traded as high as C$0.02 and last traded at C$0.02. 123,000 shares traded hands during mid-day trading, an... More of this article »
Image for Red Door Wealth Management LLC Grows Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Red Door Wealth Management LLC Grows Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Red Door Wealth Management LLC grew its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 100.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »