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Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by GPS Wealth Strategies Group LLC
GPS Wealth Strategies Group LLC lowered its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.5% during the fourth quarter, Holdings Channel reports. The fund owned 2,247 shares of the company’s... More of this article »
GPS Wealth Strategies Group LLC Sells 166 Shares of NextEra Energy, Inc. (NYSE:NEE)
GPS Wealth Strategies Group LLC cut its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 5,091 shares of the utilities provider’s stock after... More of this article »
One Wealth Advisors LLC Acquires 2,799 Shares of ACI Worldwide, Inc. (NASDAQ:ACIW)
One Wealth Advisors LLC lifted its holdings in shares of ACI Worldwide, Inc. (NASDAQ:ACIW – Free Report) by 38.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
JB Capital LLC Grows Stock Position in The Charles Schwab Co. (NYSE:SCHW)
JB Capital LLC increased its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 49,513 shares of the financial services... More of this article »
Leisure Capital Management Makes New $206,000 Investment in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG)
Leisure Capital Management acquired a new position in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 5,000 shares of the company’s... More of this article »
Lederer & Associates Investment Counsel CA Reduces Position in Bristol-Myers Squibb (NYSE:BMY)
Lederer & Associates Investment Counsel CA trimmed its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 6.0% during the 4th quarter, Holdings Channel reports. The firm owned 21,122 shares of the biopharmaceutical... More of this article »
Lazari Capital Management Inc. Cuts Holdings in Dimensional International Small Cap Value ETF (BATS:DISV)
Lazari Capital Management Inc. decreased its position in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 33.6% in the fourth quarter, HoldingsChannel reports. The firm owned 13,339 shares... More of this article »
Financial Strategies Group Inc. Purchases 929 Shares of Tenet Healthcare Co. (NYSE:THC)
Financial Strategies Group Inc. increased its position in Tenet Healthcare Co. (NYSE:THC – Free Report) by 38.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Lazari Capital Management Inc. Trims Stock Position in MetLife, Inc. (NYSE:MET)
Lazari Capital Management Inc. cut its position in shares of MetLife, Inc. (NYSE:MET – Free Report) by 9.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,554 shares of the financial services provider’s... More of this article »
Financial Strategies Group Inc. Buys 448 Shares of Asbury Automotive Group, Inc. (NYSE:ABG)
Financial Strategies Group Inc. grew its stake in shares of Asbury Automotive Group, Inc. (NYSE:ABG – Free Report) by 22.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,444 shares... More of this article »
SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Acquired by Leading Edge Financial Planning LLC
Leading Edge Financial Planning LLC increased its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 2.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 669,525... More of this article »
Leading Edge Financial Planning LLC Purchases 405,202 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)
Leading Edge Financial Planning LLC lifted its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 891.0% during the 4th quarter, HoldingsChannel reports. The fund owned 450,681 shares of... More of this article »
Graham Capital Wealth Management LLC Invests $2.75 Million in UDR, Inc. (NYSE:UDR)
Graham Capital Wealth Management LLC purchased a new position in shares of UDR, Inc. (NYSE:UDR – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 63,241 shares of the real estate investment... More of this article »
Block (NYSE:SQ) vs. Datable Technology (OTCMKTS:TTMZF) Financial Comparison
Block (NYSE:SQ – Get Free Report) and Datable Technology (OTCMKTS:TTMZF – Get Free Report) are both business services companies, but which is the superior stock? We will contrast the two companies based on the strength... More of this article »
Alterna Wealth Management Inc. Buys 83 Shares of ASML Holding (NASDAQ:ASML)
Alterna Wealth Management Inc. increased its position in ASML Holding (NASDAQ:ASML – Free Report) by 32.7% during the 4th quarter, Holdings Channel reports. The firm owned 337 shares of the semiconductor company’s stock... More of this article »
Sterling Manor Financial LLC Reduces Stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
Sterling Manor Financial LLC lowered its position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 4.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 102,275 shares of the company’s... More of this article »
S.A. Mason LLC Buys 55 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
S.A. Mason LLC lifted its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 5.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 997 shares of the basic materials company’s... More of this article »
Valley National Advisers Inc. Has $60,000 Stock Position in Eaton Co. plc (NYSE:ETN)
Valley National Advisers Inc. increased its position in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 74.0% during the fourth quarter, Holdings Channel reports. The fund owned 181 shares of the industrial products company’s... More of this article »
JB Capital LLC Boosts Stake in Yum China Holdings, Inc. (NYSE:YUMC)
JB Capital LLC lifted its holdings in shares of Yum China Holdings, Inc. (NYSE:YUMC – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 67,043... More of this article »
The Southern Company (NYSE:SO) Stake Lifted by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC increased its position in shares of The Southern Company (NYSE:SO – Free Report) by 1.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 22,310 shares of the utilities provider’s... More of this article »
Jefferies Financial Group Issues Positive Forecast for Semrush (NASDAQ:SEMR) Stock Price
Semrush (NASDAQ:SEMR – Get Free Report) had its target price upped by analysts at Jefferies Financial Group from $17.00 to $21.00 in a research note issued on Monday,Benzinga reports. The firm currently has a “buy”... More of this article »
Keefe, Bruyette & Woods Upgrades Financial Institutions (NASDAQ:FISI) to Outperform
Financial Institutions (NASDAQ:FISI – Get Free Report) was upgraded by stock analysts at Keefe, Bruyette & Woods from a “market perform” rating to an “outperform” rating in a report issued on Monday,Benzinga... More of this article »
4,671 Shares in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Purchased by Oregon Pacific Wealth Management LLC
Oregon Pacific Wealth Management LLC acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) during the 4th quarter, according to the company in its most recent filing... More of this article »
Princeton Global Asset Management LLC Buys 103,956 Shares of Entergy Corporation (NYSE:ETR)
Princeton Global Asset Management LLC raised its stake in shares of Entergy Corporation (NYSE:ETR – Free Report) by 16,501.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Intuitive Surgical, Inc. (NASDAQ:ISRG) Holdings Lowered by Financial Partners Group Inc
Financial Partners Group Inc trimmed its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.0% in the 4th quarter, HoldingsChannel reports. The firm owned 428 shares of the medical equipment provider’s... More of this article »
Journey Strategic Wealth LLC Boosts Holdings in Waste Management, Inc. (NYSE:WM)
Journey Strategic Wealth LLC raised its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 4.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Ajinomoto (OTCMKTS:AJINY) Issues Earnings Results
Ajinomoto (OTCMKTS:AJINY – Get Free Report) released its quarterly earnings data on Monday. The company reported $0.42 earnings per share for the quarter, Zacks reports. Ajinomoto had a return on equity of 10.40% and a net margin... More of this article »
Catalina Capital Group LLC Boosts Stock Position in Deere & Company (NYSE:DE)
Catalina Capital Group LLC increased its stake in shares of Deere & Company (NYSE:DE – Free Report) by 5.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,109 shares of the industrial... More of this article »
Catalina Capital Group LLC Has $531,000 Stock Position in M&T Bank Co. (NYSE:MTB)
Catalina Capital Group LLC boosted its holdings in M&T Bank Co. (NYSE:MTB – Free Report) by 2.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 2,824 shares of the financial services... More of this article »
S.A. Mason LLC Has $59,000 Position in The Wendy’s Company (NASDAQ:WEN)
S.A. Mason LLC cut its position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 28.0% during the 4th quarter, Holdings Channel reports. The firm owned 3,600 shares of the restaurant operator’s stock... More of this article »
KPP Advisory Services LLC Increases Stock Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)
KPP Advisory Services LLC lifted its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares S&P 100 ETF (NYSEARCA:OEF) Shares Sold by KPP Advisory Services LLC
KPP Advisory Services LLC lowered its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 27.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 6,728 shares of the company’s... More of this article »
The Sherwin-Williams Company (NYSE:SHW) Stake Lowered by Means Investment CO. Inc.
Means Investment CO. Inc. decreased its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
S.A. Mason LLC Reduces Stock Holdings in Steelcase Inc. (NYSE:SCS)
S.A. Mason LLC lessened its stake in Steelcase Inc. (NYSE:SCS – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
JB Capital LLC Grows Position in Incyte Co. (NASDAQ:INCY)
JB Capital LLC lifted its position in shares of Incyte Co. (NASDAQ:INCY – Free Report) by 3.7% in the fourth quarter, Holdings Channel reports. The firm owned 48,356 shares of the biopharmaceutical company’s stock after... More of this article »
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Stock Position Increased by HHM Wealth Advisors LLC
HHM Wealth Advisors LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 295.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Oak Family Advisors LLC Has $3.66 Million Stock Position in Atlanta Braves Holdings, Inc. (NASDAQ:BATRK)
Oak Family Advisors LLC lowered its stake in shares of Atlanta Braves Holdings, Inc. (NASDAQ:BATRK – Free Report) by 4.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 95,536 shares of the financial services... More of this article »
Oregon Pacific Wealth Management LLC Buys Shares of 14,462 Cohen & Steers REIT and Preferred Income Fund, Inc. (NYSE:RNP)
Oregon Pacific Wealth Management LLC acquired a new position in Cohen & Steers REIT and Preferred Income Fund, Inc. (NYSE:RNP – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 14,462... More of this article »
Better Money Decisions LLC Sells 145 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Better Money Decisions LLC reduced its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,307... More of this article »
HC Wainwright Initiates Coverage on CRISPR Therapeutics (NASDAQ:CRSP)
Investment analysts at HC Wainwright started coverage on shares of CRISPR Therapeutics (NASDAQ:CRSP – Get Free Report) in a research note issued to investors on Monday,Briefing.com Automated Import reports. The firm set a “buy”... More of this article »
VanEck Australian Floating Rate ETF Plans Interim Dividend of $0.11 (ASX:FLOT)
VanEck Australian Floating Rate ETF (ASX:FLOT – Get Free Report) announced a interim dividend on Monday, February 3rd,MarketIndexAU Dividends reports. Shareholders of record on Monday, February 17th will be given a dividend of... More of this article »
Ziff Davis, Inc. (NASDAQ:ZD) Shares Sold by Chicago Capital LLC
Chicago Capital LLC lowered its holdings in Ziff Davis, Inc. (NASDAQ:ZD – Free Report) by 4.1% in the fourth quarter, HoldingsChannel reports. The firm owned 69,472 shares of the technology company’s stock after selling... More of this article »
Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Acquired by Red Tortoise LLC
Red Tortoise LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 40.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chicago Capital LLC Sells 21 Shares of Tyler Technologies, Inc. (NYSE:TYL)
Chicago Capital LLC cut its position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 0.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 36,322 shares of the technology... More of this article »
Symphony Financial Ltd. Co. Buys 534 Shares of The Home Depot, Inc. (NYSE:HD)
Symphony Financial Ltd. Co. increased its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Chicago Partners Investment Group LLC Acquires 1,231 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Chicago Partners Investment Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.2% during the fourth quarter, Holdings Channel reports. The firm owned 56,927 shares of... More of this article »
Stock Yards Bank & Trust Co. Sells 431 Shares of Dover Co. (NYSE:DOV)
Stock Yards Bank & Trust Co. trimmed its stake in shares of Dover Co. (NYSE:DOV – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Stock Yards Bank & Trust Co. Has $19.16 Million Holdings in Constellation Brands, Inc. (NYSE:STZ)
Stock Yards Bank & Trust Co. decreased its holdings in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 4.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »