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Image for Maiden Cove Capital LLC Decreases Stock Position in iShares MBS ETF (NASDAQ:MBB)

Maiden Cove Capital LLC Decreases Stock Position in iShares MBS ETF (NASDAQ:MBB)

Maiden Cove Capital LLC lowered its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 12.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Aaron Wealth Advisors LLC Has $1.09 Million Stock Position in Colgate-Palmolive (NYSE:CL)

Aaron Wealth Advisors LLC Has $1.09 Million Stock Position in Colgate-Palmolive (NYSE:CL)

Aaron Wealth Advisors LLC lifted its position in Colgate-Palmolive (NYSE:CL – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for HF Advisory Group LLC Has $478,000 Stake in General Mills, Inc. (NYSE:GIS)

HF Advisory Group LLC Has $478,000 Stake in General Mills, Inc. (NYSE:GIS)

HF Advisory Group LLC lifted its position in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Aaron Wealth Advisors LLC Grows Stake in Marriott International, Inc. (NASDAQ:MAR)

Aaron Wealth Advisors LLC Grows Stake in Marriott International, Inc. (NASDAQ:MAR)

Aaron Wealth Advisors LLC lifted its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Monarch Capital Management Inc. Sells 125 Shares of The Sherwin-Williams Company (NYSE:SHW)

Monarch Capital Management Inc. Sells 125 Shares of The Sherwin-Williams Company (NYSE:SHW)

Monarch Capital Management Inc. lowered its stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 8.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,331 shares of the... More of this article »
Image for CGN Advisors LLC Has $917,000 Stake in Fidelity Total Bond ETF (NYSEARCA:FBND)

CGN Advisors LLC Has $917,000 Stake in Fidelity Total Bond ETF (NYSEARCA:FBND)

CGN Advisors LLC increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 34.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 20,429 shares of the... More of this article »
Image for Portside Wealth Group LLC Trims Holdings in CME Group Inc. (NASDAQ:CME)

Portside Wealth Group LLC Trims Holdings in CME Group Inc. (NASDAQ:CME)

Portside Wealth Group LLC trimmed its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,800... More of this article »
Image for Maiden Cove Capital LLC Sells 66 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Maiden Cove Capital LLC Sells 66 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Maiden Cove Capital LLC trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for ORIX (OTCMKTS:ORXCF) Trading Down 8.7%  – Should You Sell?

ORIX (OTCMKTS:ORXCF) Trading Down 8.7% – Should You Sell?

Shares of ORIX Co. (OTCMKTS:ORXCF – Get Free Report) fell 8.7% on Friday . The company traded as low as $22.00 and last traded at $22.00. 5 shares changed hands during trading, a decline of 100% from the average session volume... More of this article »
Image for 2,348 Shares in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Bought by J2 Capital Management Inc

2,348 Shares in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Bought by J2 Capital Management Inc

J2 Capital Management Inc purchased a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for J2 Capital Management Inc Takes Position in American Electric Power Company, Inc. (NASDAQ:AEP)

J2 Capital Management Inc Takes Position in American Electric Power Company, Inc. (NASDAQ:AEP)

J2 Capital Management Inc acquired a new position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for HF Advisory Group LLC Lowers Stock Holdings in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

HF Advisory Group LLC Lowers Stock Holdings in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

HF Advisory Group LLC lessened its stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 6.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Mission Hills Financial Advisory LLC Purchases 3,132 Shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Mission Hills Financial Advisory LLC Purchases 3,132 Shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)

Mission Hills Financial Advisory LLC boosted its holdings in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 11.0% in the 4th quarter, according to its most recent disclosure with the... More of this article »
Image for Astoria Portfolio Advisors LLC. Boosts Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Astoria Portfolio Advisors LLC. Boosts Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Astoria Portfolio Advisors LLC. raised its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 20.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by Aaron Wealth Advisors LLC

Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC lessened its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Artemis Investment Management LLP Has $26.39 Million Stock Position in Fidelity National Information Services, Inc. (NYSE:FIS)

Artemis Investment Management LLP Has $26.39 Million Stock Position in Fidelity National Information Services, Inc. (NYSE:FIS)

Artemis Investment Management LLP reduced its stake in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 13.1% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Rokmaster Resources (CVE:RKR) Trading Up 25%  – Should You Buy?

Rokmaster Resources (CVE:RKR) Trading Up 25% – Should You Buy?

Rokmaster Resources Corp. (CVE:RKR – Get Free Report)’s stock price traded up 25% during trading on Friday . The company traded as high as C$0.03 and last traded at C$0.03. 137,000 shares changed hands during mid-day trading,... More of this article »
Image for Moss Adams Wealth Advisors LLC Buys 3,089 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Moss Adams Wealth Advisors LLC Buys 3,089 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Moss Adams Wealth Advisors LLC raised its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 83.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for McElhenny Sheffield Capital Management LLC Purchases New Shares in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

McElhenny Sheffield Capital Management LLC Purchases New Shares in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

McElhenny Sheffield Capital Management LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Grove Bank & Trust Increases Stock Position in Oracle Co. (NYSE:ORCL)

Grove Bank & Trust Increases Stock Position in Oracle Co. (NYSE:ORCL)

Grove Bank & Trust increased its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 34.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 28,318... More of this article »
Image for Polianta Ltd Grows Stock Holdings in Nucor Co. (NYSE:NUE)

Polianta Ltd Grows Stock Holdings in Nucor Co. (NYSE:NUE)

Polianta Ltd boosted its holdings in Nucor Co. (NYSE:NUE – Free Report) by 33.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 10,300 shares of the basic materials... More of this article »
Image for Artemis Investment Management LLP Purchases 36,914 Shares of Micron Technology, Inc. (NASDAQ:MU)

Artemis Investment Management LLP Purchases 36,914 Shares of Micron Technology, Inc. (NASDAQ:MU)

Artemis Investment Management LLP increased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 15.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Lake Street Private Wealth LLC Grows Position in Walmart Inc. (NYSE:WMT)

Lake Street Private Wealth LLC Grows Position in Walmart Inc. (NYSE:WMT)

Lake Street Private Wealth LLC boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 15.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 12,421 shares of... More of this article »
Image for Sandy Cove Advisors LLC Has $268,000 Stock Holdings in KKR & Co. Inc. (NYSE:KKR)

Sandy Cove Advisors LLC Has $268,000 Stock Holdings in KKR & Co. Inc. (NYSE:KKR)

Sandy Cove Advisors LLC boosted its position in KKR & Co. Inc. (NYSE:KKR – Free Report) by 5.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,813 shares of the asset manager’s... More of this article »
Image for Wealth Alliance Advisory Group LLC Acquires 336 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Wealth Alliance Advisory Group LLC Acquires 336 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Wealth Alliance Advisory Group LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Bowman & Co S.C. Purchases Shares of 732 Vanguard Information Technology ETF (NYSEARCA:VGT)

Bowman & Co S.C. Purchases Shares of 732 Vanguard Information Technology ETF (NYSEARCA:VGT)

Bowman & Co S.C. acquired a new position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for iShares MSCI ACWI ETF (NASDAQ:ACWI) Short Interest Up 15.5% in December

iShares MSCI ACWI ETF (NASDAQ:ACWI) Short Interest Up 15.5% in December

iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Free Report) was the target of a significant growth in short interest during the month of December. As of December 31st, there was short interest totalling 9,980,000 shares, a growth... More of this article »
Image for Karooooo Ltd. (NASDAQ:KARO) Short Interest Update

Karooooo Ltd. (NASDAQ:KARO) Short Interest Update

Karooooo Ltd. (NASDAQ:KARO – Get Free Report) saw a large increase in short interest during the month of December. As of December 31st, there was short interest totalling 45,900 shares, an increase of 18.6% from the December... More of this article »
Image for Botswana Diamonds (LON:BOD) Stock Price Down 9.1%  – Here’s Why

Botswana Diamonds (LON:BOD) Stock Price Down 9.1% – Here’s Why

Botswana Diamonds plc (LON:BOD – Get Free Report)’s share price fell 9.1% on Friday . The company traded as low as GBX 0.15 ($0.00) and last traded at GBX 0.15 ($0.00). 2,736,199 shares changed hands during trading, an... More of this article »
Image for Lbmc Investment Advisors LLC Sells 12,642 Shares of iShares Cohen & Steers REIT ETF (BATS:ICF)

Lbmc Investment Advisors LLC Sells 12,642 Shares of iShares Cohen & Steers REIT ETF (BATS:ICF)

Lbmc Investment Advisors LLC lessened its stake in shares of iShares Cohen & Steers REIT ETF (BATS:ICF – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Hilltop Holdings Redeems $150 Million Senior Notes Due 2025

Hilltop Holdings Redeems $150 Million Senior Notes Due 2025

Hilltop Holdings Inc. announced on January 15, 2025, that it has successfully redeemed all its outstanding 5.00% Senior Notes due 2025, totaling $150 million. The redemption price included the aggregate principal amount, along with... More of this article »
Image for Monarch Capital Management Inc. Increases Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Monarch Capital Management Inc. Increases Stake in Air Products and Chemicals, Inc. (NYSE:APD)

Monarch Capital Management Inc. raised its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Triangle Securities Wealth Management Sells 482 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Triangle Securities Wealth Management Sells 482 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Triangle Securities Wealth Management reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Stake Raised by CNB Bank

Exxon Mobil Co. (NYSE:XOM) Stake Raised by CNB Bank

CNB Bank increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Relyea Zuckerberg Hanson LLC Sells 66 Shares of The Procter & Gamble Company (NYSE:PG)

Relyea Zuckerberg Hanson LLC Sells 66 Shares of The Procter & Gamble Company (NYSE:PG)

Relyea Zuckerberg Hanson LLC lowered its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Shares Sold by Wealthcare Capital Management LLC

The Home Depot, Inc. (NYSE:HD) Shares Sold by Wealthcare Capital Management LLC

Wealthcare Capital Management LLC trimmed its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for McElhenny Sheffield Capital Management LLC Acquires Shares of 25,456 PG&E Co. (NYSE:PCG)

McElhenny Sheffield Capital Management LLC Acquires Shares of 25,456 PG&E Co. (NYSE:PCG)

McElhenny Sheffield Capital Management LLC acquired a new stake in shares of PG&E Co. (NYSE:PCG – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Perkins Coie Trust Co Acquires 1,790 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Perkins Coie Trust Co Acquires 1,790 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Perkins Coie Trust Co increased its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 43.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Romano Brothers AND Company Sells 1,116 Shares of The Southern Company (NYSE:SO)

Romano Brothers AND Company Sells 1,116 Shares of The Southern Company (NYSE:SO)

Romano Brothers AND Company lowered its stake in shares of The Southern Company (NYSE:SO – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Alliant Energy Co. (NASDAQ:LNT) Stock Position Trimmed by Liberty One Investment Management LLC

Alliant Energy Co. (NASDAQ:LNT) Stock Position Trimmed by Liberty One Investment Management LLC

Liberty One Investment Management LLC lowered its position in Alliant Energy Co. (NASDAQ:LNT – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Riversedge Advisors LLC Buys 41 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Riversedge Advisors LLC Buys 41 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Riversedge Advisors LLC lifted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 5.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for TruWealth Advisors LLC Has $20.21 Million Position in Shell plc (NYSE:SHEL)

TruWealth Advisors LLC Has $20.21 Million Position in Shell plc (NYSE:SHEL)

TruWealth Advisors LLC trimmed its position in Shell plc (NYSE:SHEL – Free Report) by 23.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for The Allstate Co. (NYSE:ALL) Shares Purchased by GenWealth Group Inc.

The Allstate Co. (NYSE:ALL) Shares Purchased by GenWealth Group Inc.

GenWealth Group Inc. raised its stake in The Allstate Co. (NYSE:ALL – Free Report) by 25.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Astoria Portfolio Advisors LLC. Boosts Holdings in Colgate-Palmolive (NYSE:CL)

Astoria Portfolio Advisors LLC. Boosts Holdings in Colgate-Palmolive (NYSE:CL)

Astoria Portfolio Advisors LLC. boosted its stake in Colgate-Palmolive (NYSE:CL – Free Report) by 39.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,909 shares... More of this article »
Image for InTrack Investment Management Inc Has $1.15 Million Holdings in Walmart Inc. (NYSE:WMT)

InTrack Investment Management Inc Has $1.15 Million Holdings in Walmart Inc. (NYSE:WMT)

InTrack Investment Management Inc increased its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 85.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Oak Ridge Investments LLC Sells 276 Shares of Badger Meter, Inc. (NYSE:BMI)

Oak Ridge Investments LLC Sells 276 Shares of Badger Meter, Inc. (NYSE:BMI)

Oak Ridge Investments LLC lessened its holdings in Badger Meter, Inc. (NYSE:BMI – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,679 shares of the scientific... More of this article »
Image for Digital Realty Trust, Inc. (NYSE:DLR) Position Boosted by Smith Salley Wealth Management

Digital Realty Trust, Inc. (NYSE:DLR) Position Boosted by Smith Salley Wealth Management

Smith Salley Wealth Management boosted its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Jackson Square Capital LLC Increases Holdings in Mastercard Incorporated (NYSE:MA)

Jackson Square Capital LLC Increases Holdings in Mastercard Incorporated (NYSE:MA)

Jackson Square Capital LLC grew its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 59.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Raub Brock Capital Management LP Boosts Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Raub Brock Capital Management LP Boosts Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Raub Brock Capital Management LP boosted its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 66,875... More of this article »
Image for CarMax, Inc. (NYSE:KMX) Shares Acquired by HF Advisory Group LLC

CarMax, Inc. (NYSE:KMX) Shares Acquired by HF Advisory Group LLC

HF Advisory Group LLC lifted its holdings in CarMax, Inc. (NYSE:KMX – Free Report) by 12.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »