Home » Author Archive

Image for Amgen Inc. (NASDAQ:AMGN) Shares Purchased by Willner & Heller LLC

Amgen Inc. (NASDAQ:AMGN) Shares Purchased by Willner & Heller LLC

Willner & Heller LLC grew its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 81.9% 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 RTX Co. (NYSE:RTX) Shares Sold by Penn Davis Mcfarland Inc.

RTX Co. (NYSE:RTX) Shares Sold by Penn Davis Mcfarland Inc.

Penn Davis Mcfarland Inc. lessened its holdings in RTX Co. (NYSE:RTX – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Bank of America Co. (NYSE:BAC) Shares Sold by Guardian Investment Management

Bank of America Co. (NYSE:BAC) Shares Sold by Guardian Investment Management

Guardian Investment Management decreased its position in Bank of America Co. (NYSE:BAC) by 2.1% during the fourth quarter, Holdings Channel reports. The firm owned 74,268 shares of the financial services provider’s stock after... More of this article »
Image for PayPal (NASDAQ:PYPL) Trading Up 3.3%  – Should You Buy?

PayPal (NASDAQ:PYPL) Trading Up 3.3% – Should You Buy?

PayPal Holdings, Inc. (NASDAQ:PYPL – Get Free Report) shares traded up 3.3% during trading on Monday . The company traded as high as $93.25 and last traded at $91.81. 16,468,435 shares changed hands during trading, an increase... More of this article »
Image for Enterprise Products Partners (NYSE:EPD) Trading Down 0.2%  – What’s Next?

Enterprise Products Partners (NYSE:EPD) Trading Down 0.2% – What’s Next?

Enterprise Products Partners L.P. (NYSE:EPD – Get Free Report) dropped 0.2% on Monday . The stock traded as low as $33.53 and last traded at $33.60. Approximately 3,853,513 shares were traded during mid-day trading, an increase... More of this article »
Image for FLC Capital Advisors Lowers Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

FLC Capital Advisors Lowers Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

FLC Capital Advisors cut its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 27,018 shares of the exchange traded... More of this article »
Image for Dermata Therapeutics, Inc. (NASDAQ:DRMA) Sees Significant Growth in Short Interest

Dermata Therapeutics, Inc. (NASDAQ:DRMA) Sees Significant Growth in Short Interest

Dermata Therapeutics, Inc. (NASDAQ:DRMA – Get Free Report) was the target of a large growth in short interest in December. As of December 31st, there was short interest totalling 142,900 shares, a growth of 11.3% from the December... More of this article »
Image for Sokoman Minerals (CVE:SIC) Trading Down 11.1%  – Time to Sell?

Sokoman Minerals (CVE:SIC) Trading Down 11.1% – Time to Sell?

Sokoman Minerals Corp. (CVE:SIC – Get Free Report) shares traded down 11.1% on Monday . The company traded as low as C$0.04 and last traded at C$0.04. 300,008 shares changed hands during trading, an increase of 75% from the average... More of this article »
Image for Honeywell International Inc. (NASDAQ:HON) Shares Sold by Uncommon Cents Investing LLC

Honeywell International Inc. (NASDAQ:HON) Shares Sold by Uncommon Cents Investing LLC

Uncommon Cents Investing LLC decreased its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 4,012 shares... More of this article »
Image for Purus Wealth Management LLC Has $922,000 Position in Northrop Grumman Co. (NYSE:NOC)

Purus Wealth Management LLC Has $922,000 Position in Northrop Grumman Co. (NYSE:NOC)

Purus Wealth Management LLC lessened its position in Northrop Grumman Co. (NYSE:NOC – Free Report) by 1.6% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,965 shares of the aerospace company’s stock... More of this article »
Image for Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Oldfather Financial Services LLC

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Oldfather Financial Services LLC

Oldfather Financial Services LLC grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 188.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 13,480 shares of the company’s... More of this article »
Image for Union Savings Bank Has $61,000 Stock Position in GE Vernova Inc. (NYSE:GEV)

Union Savings Bank Has $61,000 Stock Position in GE Vernova Inc. (NYSE:GEV)

Union Savings Bank lessened its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 17.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for The Charles Schwab Co. (NYSE:SCHW) Shares Sold by Purus Wealth Management LLC

The Charles Schwab Co. (NYSE:SCHW) Shares Sold by Purus Wealth Management LLC

Purus Wealth Management LLC lowered its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 6.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,898 shares of the financial services provider’s... More of this article »
Image for Divergent Planning LLC Has $6.80 Million Position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Divergent Planning LLC Has $6.80 Million Position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Divergent Planning LLC boosted its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Zhang Financial LLC Buys 190 Shares of Ameriprise Financial, Inc. (NYSE:AMP)

Zhang Financial LLC Buys 190 Shares of Ameriprise Financial, Inc. (NYSE:AMP)

Zhang Financial LLC lifted its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,462 shares of the financial services provider’s stock... More of this article »
Image for Medtronic plc (NYSE:MDT) Shares Sold by DLK Investment Management LLC

Medtronic plc (NYSE:MDT) Shares Sold by DLK Investment Management LLC

DLK Investment Management LLC lessened its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Corundum Group Inc. Reduces Position in Intercontinental Exchange, Inc. (NYSE:ICE)

Corundum Group Inc. Reduces Position in Intercontinental Exchange, Inc. (NYSE:ICE)

Corundum Group Inc. lessened its holdings in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 26.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,375 shares of the financial services... More of this article »
Image for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Gemmer Asset Management LLC

Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Shares Acquired by Gemmer Asset Management LLC

Gemmer Asset Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 206.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,188,511 shares of the company’s... More of this article »
Image for Short Interest in Capricorn Metals Ltd (OTCMKTS:CRNLF) Grows By 7.5%

Short Interest in Capricorn Metals Ltd (OTCMKTS:CRNLF) Grows By 7.5%

Capricorn Metals Ltd (OTCMKTS:CRNLF – Get Free Report) was the recipient of a large growth in short interest in the month of December. As of December 31st, there was short interest totalling 365,000 shares, a growth of 7.5%... More of this article »
Image for Strong Tower Advisory Services Has $1.86 Million Stock Holdings in Kimberly-Clark Co. (NYSE:KMB)

Strong Tower Advisory Services Has $1.86 Million Stock Holdings in Kimberly-Clark Co. (NYSE:KMB)

Strong Tower Advisory Services grew its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 11.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,227 shares of the... More of this article »
Image for Zhang Financial LLC Boosts Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Zhang Financial LLC Boosts Holdings in MercadoLibre, Inc. (NASDAQ:MELI)

Zhang Financial LLC raised its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 16.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 802 shares of the company’s stock... More of this article »
Image for Vanguard Total Bond Market ETF (NASDAQ:BND) Stake Lifted by Access Financial Services Inc.

Vanguard Total Bond Market ETF (NASDAQ:BND) Stake Lifted by Access Financial Services Inc.

Access Financial Services Inc. increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Purus Wealth Management LLC Raises Stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Purus Wealth Management LLC Raises Stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Purus Wealth Management LLC increased its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 44.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 51,728 shares... More of this article »
Image for DLK Investment Management LLC Acquires 26 Shares of Mastercard Incorporated (NYSE:MA)

DLK Investment Management LLC Acquires 26 Shares of Mastercard Incorporated (NYSE:MA)

DLK Investment Management LLC lifted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 2.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 971 shares of the credit services... More of this article »
Image for Vanguard Total International Stock ETF (NASDAQ:VXUS) is Bricktown Capital LLC’s 3rd Largest Position

Vanguard Total International Stock ETF (NASDAQ:VXUS) is Bricktown Capital LLC’s 3rd Largest Position

Bricktown Capital LLC grew its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 23.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Dimensional US High Profitability ETF (NYSEARCA:DUHP) Position Boosted by Gemmer Asset Management LLC

Dimensional US High Profitability ETF (NYSEARCA:DUHP) Position Boosted by Gemmer Asset Management LLC

Gemmer Asset Management LLC increased its holdings in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 8.9% during the fourth quarter, Holdings Channel reports. The firm owned 316,300 shares of the company’s... More of this article »
Image for LaFleur & Godfrey LLC Increases Stock Position in Hologic, Inc. (NASDAQ:HOLX)

LaFleur & Godfrey LLC Increases Stock Position in Hologic, Inc. (NASDAQ:HOLX)

LaFleur & Godfrey LLC boosted its holdings in Hologic, Inc. (NASDAQ:HOLX – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Sold by Union Savings Bank

Verizon Communications Inc. (NYSE:VZ) Shares Sold by Union Savings Bank

Union Savings Bank decreased its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 23.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for LaFleur & Godfrey LLC Has $4.25 Million Position in Valmont Industries, Inc. (NYSE:VMI)

LaFleur & Godfrey LLC Has $4.25 Million Position in Valmont Industries, Inc. (NYSE:VMI)

LaFleur & Godfrey LLC grew its position in Valmont Industries, Inc. (NYSE:VMI – Free Report) by 2.3% during the 4th quarter, Holdings Channel reports. The firm owned 13,873 shares of the industrial products company’s... More of this article »
Image for Union Savings Bank Sells 813 Shares of Eversource Energy (NYSE:ES)

Union Savings Bank Sells 813 Shares of Eversource Energy (NYSE:ES)

Union Savings Bank lowered its holdings in shares of Eversource Energy (NYSE:ES – Free Report) by 5.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 14,114 shares of the utilities provider’s stock after... More of this article »
Image for Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by Willner & Heller LLC

Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by Willner & Heller LLC

Willner & Heller LLC trimmed its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Ellsworth Advisors LLC Has $2.03 Million Stock Position in RTX Co. (NYSE:RTX)

Ellsworth Advisors LLC Has $2.03 Million Stock Position in RTX Co. (NYSE:RTX)

Ellsworth Advisors LLC grew its stake in RTX Co. (NYSE:RTX – Free Report) by 2.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 17,564 shares of the company’s stock after buying an additional... More of this article »
Image for Strong Tower Advisory Services Raises Stock Holdings in Novo Nordisk A/S (NYSE:NVO)

Strong Tower Advisory Services Raises Stock Holdings in Novo Nordisk A/S (NYSE:NVO)

Strong Tower Advisory Services raised its stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for S&P Global Inc. (NYSE:SPGI) Holdings Cut by Thrive Wealth Management LLC

S&P Global Inc. (NYSE:SPGI) Holdings Cut by Thrive Wealth Management LLC

Thrive Wealth Management LLC reduced its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 1.9% during the 4th quarter, HoldingsChannel reports. The fund owned 2,934 shares of the business services provider’s... More of this article »
Image for Bridgewater Advisors Inc. Has $2.60 Million Holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Bridgewater Advisors Inc. Has $2.60 Million Holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Bridgewater Advisors Inc. decreased its position in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 12.4% in the 4th quarter, HoldingsChannel reports. The firm owned 101,417 shares of... More of this article »
Image for AT&T Inc. (NYSE:T) Shares Sold by Trueblood Wealth Management LLC

AT&T Inc. (NYSE:T) Shares Sold by Trueblood Wealth Management LLC

Trueblood Wealth Management LLC decreased its holdings in AT&T Inc. (NYSE:T – Free Report) by 4.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for VAALCO Energy, Inc. (NYSE:EGY) Short Interest Update

VAALCO Energy, Inc. (NYSE:EGY) Short Interest Update

VAALCO Energy, Inc. (NYSE:EGY – Get Free Report) was the recipient of a large decrease in short interest during the month of December. As of December 31st, there was short interest totalling 4,210,000 shares, a decrease of 8.5%... More of this article »
Image for Sarasin & Partners LLP Increases Stock Position in Chipotle Mexican Grill, Inc. (NYSE:CMG)

Sarasin & Partners LLP Increases Stock Position in Chipotle Mexican Grill, Inc. (NYSE:CMG)

Sarasin & Partners LLP grew its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 115.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Gilman Hill Asset Management LLC Decreases Stock Holdings in Fiserv, Inc. (NYSE:FI)

Gilman Hill Asset Management LLC Decreases Stock Holdings in Fiserv, Inc. (NYSE:FI)

Gilman Hill Asset Management LLC lowered its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 2.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,111... More of this article »
Image for iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Sold by FLC Capital Advisors

iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Sold by FLC Capital Advisors

FLC Capital Advisors trimmed its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 15.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wooster Corthell Wealth Management Inc. Lowers Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Wooster Corthell Wealth Management Inc. Lowers Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Wooster Corthell Wealth Management Inc. lessened its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.7% in the fourth quarter, HoldingsChannel reports. The firm owned 6,363 shares of the company’s... More of this article »
Image for SFG Wealth Management LLC. Purchases 1,567 Shares of Franklin Income Focus ETF (NYSEARCA:INCM)

SFG Wealth Management LLC. Purchases 1,567 Shares of Franklin Income Focus ETF (NYSEARCA:INCM)

SFG Wealth Management LLC. grew its holdings in shares of Franklin Income Focus ETF (NYSEARCA:INCM – Free Report) by 6.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 24,579 shares... More of this article »
Image for UMB Bank n.a. Has $10.36 Million Stock Position in Gilead Sciences, Inc. (NASDAQ:GILD)

UMB Bank n.a. Has $10.36 Million Stock Position in Gilead Sciences, Inc. (NASDAQ:GILD)

UMB Bank n.a. reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Verity & Verity LLC Acquires 12,667 Shares of Exxon Mobil Co. (NYSE:XOM)

Verity & Verity LLC Acquires 12,667 Shares of Exxon Mobil Co. (NYSE:XOM)

Verity & Verity LLC raised its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 157,519 shares of the oil and gas company’s... More of this article »
Image for Ironwood Financial llc Grows Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Ironwood Financial llc Grows Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Ironwood Financial llc boosted its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 240.7% during the 4th quarter, HoldingsChannel reports. The firm owned 68,898 shares of the company’s stock... More of this article »
Image for Maltin Wealth Management Inc. Decreases Stake in FT Vest U.S. Equity Equal Weight Buffer ETF – June (NYSEARCA:RSJN)

Maltin Wealth Management Inc. Decreases Stake in FT Vest U.S. Equity Equal Weight Buffer ETF – June (NYSEARCA:RSJN)

Maltin Wealth Management Inc. cut its position in shares of FT Vest U.S. Equity Equal Weight Buffer ETF – June (NYSEARCA:RSJN – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Stryker Co. (NYSE:SYK) Position Reduced by AHL Investment Management Inc.

Stryker Co. (NYSE:SYK) Position Reduced by AHL Investment Management Inc.

AHL Investment Management Inc. lowered its holdings in Stryker Co. (NYSE:SYK – Free Report) by 1.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for M.E. Allison & CO. Inc. Purchases Shares of 1,086 Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

M.E. Allison & CO. Inc. Purchases Shares of 1,086 Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

M.E. Allison & CO. Inc. acquired a new stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Mechanics Bank Trust Department Sells 93 Shares of AbbVie Inc. (NYSE:ABBV)

Mechanics Bank Trust Department Sells 93 Shares of AbbVie Inc. (NYSE:ABBV)

Mechanics Bank Trust Department cut its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,354 shares of the company’s... More of this article »
Image for Lbmc Investment Advisors LLC Has $361,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Lbmc Investment Advisors LLC Has $361,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Lbmc Investment Advisors LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 38.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »