The Latest Headlines at The Cerbat Gem

First Pacific Financial Purchases 488 Shares of McCormick & Company, Incorporated (NYSE:MKC)

Posted by Scott Moore on Oct 15th, 2024

First Pacific Financial grew its stake in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 3.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 14,271 shares of the company’s... More of this article »

First Pacific Financial Has $732,000 Stake in American States Water (NYSE:AWR)

Posted by Doug Wharley on Oct 15th, 2024

First Pacific Financial raised its stake in shares of American States Water (NYSE:AWR – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »

First Pacific Financial Increases Position in Danaher Co. (NYSE:DHR)

Posted by Jessica Moore on Oct 15th, 2024

First Pacific Financial grew its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,877 shares of the... More of this article »

First Pacific Financial Purchases 347 Shares of Portland General Electric (NYSE:POR)

Posted by Scott Moore on Oct 15th, 2024

First Pacific Financial boosted its holdings in shares of Portland General Electric (NYSE:POR – Free Report) by 2.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »

First Pacific Financial Buys 20 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Posted by Jessica Moore on Oct 15th, 2024

First Pacific Financial boosted its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 0.6% in the third quarter, HoldingsChannel reports. The firm owned 3,167 shares of the investment management company’s... More of this article »

First Pacific Financial Sells 23 Shares of Parker-Hannifin Co. (NYSE:PH)

Posted by Jessica Moore on Oct 15th, 2024

First Pacific Financial lowered its holdings in Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,175... More of this article »

Alerian MLP ETF (NYSEARCA:AMLP) Stock Holdings Increased by Edge Wealth Management LLC

Posted by Amy Steele on Oct 15th, 2024

Edge Wealth Management LLC lifted its stake in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 137.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »

First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Shares Sold by First Pacific Financial

Posted by Scott Moore on Oct 15th, 2024

First Pacific Financial trimmed its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the... More of this article »

iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) Shares Acquired by Ullmann Wealth Partners Group LLC

Posted by Amy Steele on Oct 15th, 2024

Ullmann Wealth Partners Group LLC increased its stake in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing... More of this article »

Peak Financial Management Inc. Sells 21 Shares of HubSpot, Inc. (NYSE:HUBS)

Posted by Doug Wharley on Oct 15th, 2024

Peak Financial Management Inc. cut its holdings in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 2.9% during the third quarter, Holdings Channel.com reports. The fund owned 694 shares of the software maker’s stock... More of this article »

Costco Wholesale Co. (NASDAQ:COST) EVP Russell D. Miller Sells 4,400 Shares

Posted by Doug Wharley on Oct 15th, 2024

Costco Wholesale Co. (NASDAQ:COST – Get Free Report) EVP Russell D. Miller sold 4,400 shares of the firm’s stock in a transaction that occurred on Friday, October 11th. The stock was sold at an average price of $891.15,... More of this article »

Peak Financial Management Inc. Acquires 25 Shares of Costco Wholesale Co. (NASDAQ:COST)

Posted by Doug Wharley on Oct 15th, 2024

Peak Financial Management Inc. boosted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »

Trust Co. of Oklahoma Sells 144 Shares of Adobe Inc. (NASDAQ:ADBE)

Posted by Renee Jackson on Oct 15th, 2024

Trust Co. of Oklahoma lowered its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,359 shares... More of this article »

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Position Lessened by Peak Financial Management Inc.

Posted by Teresa Graham on Oct 15th, 2024

Peak Financial Management Inc. cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »

Datametrex AI (CVE:DM) Hits New 12-Month Low – Should You Sell?

Posted by Scott Moore on Oct 15th, 2024

Datametrex AI Limited (CVE:DM – Get Free Report) shares reached a new 52-week low during mid-day trading on Tuesday . The stock traded as low as C$0.01 and last traded at C$0.01, with a volume of 412010 shares trading hands.... More of this article »