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Curbstone Financial Management Corp Has $1.65 Million Holdings in The Trade Desk, Inc. (NASDAQ:TTD)
Curbstone Financial Management Corp cut its holdings in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
TRU Independence Asset Management 2 LLC Boosts Stake in Dimensional International High Profitability ETF (BATS:DIHP)
TRU Independence Asset Management 2 LLC grew its holdings in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 164.5% during the fourth quarter, according to the company in its most recent... More of this article »
Charter Oak Capital Management LLC Sells 271 Shares of iShares MSCI Canada ETF (NYSEARCA:EWC)
Charter Oak Capital Management LLC trimmed its stake in shares of iShares MSCI Canada ETF (NYSEARCA:EWC – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Court Place Advisors LLC Has $1.44 Million Position in CVS Health Co. (NYSE:CVS)
Court Place Advisors LLC cut its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 29.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
The Progressive Co. (NYSE:PGR) Shares Purchased by IRON Financial LLC
IRON Financial LLC boosted its holdings in shares of The Progressive Co. (NYSE:PGR – Free Report) by 3.5% 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 »
Needham & Company LLC Boosts SoFi Technologies (NASDAQ:SOFI) Price Target to $20.00
SoFi Technologies (NASDAQ:SOFI – Get Free Report) had its price target hoisted by equities research analysts at Needham & Company LLC from $13.00 to $20.00 in a research note issued on Tuesday,Benzinga reports. The brokerage... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 69 Shares of Texas Instruments Incorporated (NASDAQ:TXN)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lessened its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.6% during the fourth quarter, according to the company in... More of this article »
Fortitude Advisory Group L.L.C. Decreases Position in Amgen Inc. (NASDAQ:AMGN)
Fortitude Advisory Group L.L.C. lowered its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 20.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Berkshire Bank Sells 300 Shares of International Business Machines Co. (NYSE:IBM)
Berkshire Bank trimmed its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 3,759... More of this article »
Mount Yale Investment Advisors LLC Lowers Position in Honeywell International Inc. (NASDAQ:HON)
Mount Yale Investment Advisors LLC decreased its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 72.9% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
M&G Credit Income Investment (LON:MGCI) Plans Dividend of GBX 2.09
M&G Credit Income Investment (LON:MGCI – Get Free Report) declared a dividend on Friday, January 17th,Upcoming Dividends.Co.Uk reports. Investors of record on Thursday, January 30th will be paid a dividend of GBX 2.09 ($0.03)... More of this article »
Warner Financial Inc. Purchases 658 Shares of Vanguard Extended Market ETF (NYSEARCA:VXF)
Warner Financial Inc. lifted its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
TRU Independence Asset Management 2 LLC Has $6.48 Million Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)
TRU Independence Asset Management 2 LLC reduced its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Buffington Mohr McNeal Purchases 654 Shares of iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)
Buffington Mohr McNeal boosted its position in shares of iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Free Report) by 6.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Capital Asset Advisory Services LLC Has $392,000 Stock Position in Intercontinental Exchange, Inc. (NYSE:ICE)
Capital Asset Advisory Services LLC grew its holdings in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 9.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Purchased by Joseph P. Lucia & Associates LLC
Joseph P. Lucia & Associates LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 190.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Bay Rivers Group Lowers Stock Position in Blackstone Inc. (NYSE:BX)
Bay Rivers Group lessened its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Cherry Creek Investment Advisors Inc. Buys Shares of 8,675 The Boeing Company (NYSE:BA)
Cherry Creek Investment Advisors Inc. acquired a new stake in The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY) Shares Bought by FSC Wealth Advisors LLC
FSC Wealth Advisors LLC lifted its stake in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 6.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
BTU Metals (CVE:BTU) Trading Up 25% – Should You Buy?
BTU Metals Corp. (CVE:BTU – Get Free Report) shares were up 25% during trading on Tuesday . The company traded as high as C$0.03 and last traded at C$0.03. Approximately 188,100 shares traded hands during trading, an increase... More of this article »
Whitcomb & Hess Inc. Has $5.27 Million Holdings in iShares MSCI Brazil ETF (NYSEARCA:EWZ)
Whitcomb & Hess Inc. cut its holdings in shares of iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) by 11.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cascade Investment Advisors Inc. Increases Stock Position in OSI Systems, Inc. (NASDAQ:OSIS)
Cascade Investment Advisors Inc. grew its stake in OSI Systems, Inc. (NASDAQ:OSIS – Free Report) by 4.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
iShares S&P 100 ETF (NYSEARCA:OEF) Position Raised by Altus Wealth Management LLC
Altus Wealth Management LLC increased its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
IRON Financial LLC Boosts Stock Holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)
IRON Financial LLC lifted its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 18.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Mount Yale Investment Advisors LLC Purchases 58 Shares of ServiceNow, Inc. (NYSE:NOW)
Mount Yale Investment Advisors LLC lifted its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 7.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Kingswood Wealth Advisors LLC Sells 3,528 Shares of Starbucks Co. (NASDAQ:SBUX)
Kingswood Wealth Advisors LLC trimmed its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 19.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
1834 Investment Advisors Co. Buys 40 Shares of Costco Wholesale Co. (NASDAQ:COST)
1834 Investment Advisors Co. increased its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,517... More of this article »
23,029 Shares in John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM) Acquired by BankPlus Wealth Management LLC
BankPlus Wealth Management LLC bought a new position in shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Grab Holdings Limited (NASDAQ:GRAB) Shares Bought by Matthews International Capital Management LLC
Matthews International Capital Management LLC increased its holdings in shares of Grab Holdings Limited (NASDAQ:GRAB – Free Report) by 34.4% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Webster Bank N. A. Purchases 385 Shares of ConocoPhillips (NYSE:COP)
Webster Bank N. A. increased its position in ConocoPhillips (NYSE:COP – Free Report) by 27.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,773... More of this article »
Lebenthal Global Advisors LLC Raises Stock Holdings in Ameriprise Financial, Inc. (NYSE:AMP)
Lebenthal Global Advisors LLC boosted its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 10.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Grimes & Company Inc. Acquires 1,667 Shares of Johnson & Johnson (NYSE:JNJ)
Grimes & Company Inc. increased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Blue Trust Inc. Purchases 8,795 Shares of Shell plc (NYSE:SHEL)
Blue Trust Inc. grew its holdings in Shell plc (NYSE:SHEL – Free Report) by 28.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
iShares Global Industrials ETF (NYSEARCA:EXI) Stake Lessened by Slow Capital Inc.
Slow Capital Inc. cut its stake in shares of iShares Global Industrials ETF (NYSEARCA:EXI – Free Report) by 1.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Berkshire Bank Acquires 1,030 Shares of Stryker Co. (NYSE:SYK)
Berkshire Bank boosted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 13.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,489 shares of... More of this article »
Carrier Global Co. (NYSE:CARR) Shares Purchased by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. increased its stake in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Marten Transport Announces Financial Results and Regulation FD Update
Marten Transport, Ltd. (NASDAQ:MRTN) recently disclosed its financial performance for the quarter and year ended December 31, 2024. The company released a press statement on January 27, 2025, detailing these results. In the report,... More of this article »
Lebenthal Global Advisors LLC Increases Holdings in Bristol-Myers Squibb (NYSE:BMY)
Lebenthal Global Advisors LLC increased its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Baldwin Wealth Partners LLC MA Buys 2,633 Shares of iShares MSCI Japan ETF (NYSEARCA:EWJ)
Baldwin Wealth Partners LLC MA lifted its stake in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 158.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Foundations Investment Advisors LLC Buys 5,337 Shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)
Foundations Investment Advisors LLC increased its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 11.8% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Foundations Investment Advisors LLC Raises Stock Position in Simon Property Group, Inc. (NYSE:SPG)
Foundations Investment Advisors LLC raised its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 0.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 31,634... More of this article »
Equities Analysts Issue Forecasts for CUBI Q1 Earnings
Customers Bancorp, Inc. (NYSE:CUBI – Free Report) – DA Davidson issued their Q1 2025 EPS estimates for shares of Customers Bancorp in a report released on Monday, January 27th. DA Davidson analyst P. Winter forecasts... More of this article »
Parsons Capital Management Inc. RI Purchases 287 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Parsons Capital Management Inc. RI increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) CMO Rebecca Taub Sells 648 Shares of Stock
Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Get Free Report) CMO Rebecca Taub sold 648 shares of the stock in a transaction on Friday, January 24th. The shares were sold at an average price of $335.24, for a total value of... More of this article »
Pacer Advisors Inc. Has $27.72 Million Position in ServiceNow, Inc. (NYSE:NOW)
Pacer Advisors Inc. increased its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 49.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 26,148 shares of the information... More of this article »
Pacer Advisors Inc. Grows Stock Holdings in Comcast Co. (NASDAQ:CMCSA)
Pacer Advisors Inc. raised its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 34.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Pacer Advisors Inc. Sells 968,361 Shares of Guess?, Inc. (NYSE:GES)
Pacer Advisors Inc. lowered its position in Guess?, Inc. (NYSE:GES – Free Report) by 23.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,074,918 shares of the company’s... More of this article »
United Asset Strategies Inc. Sells 1,746 Shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA)
United Asset Strategies Inc. cut its holdings in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 43.5% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »