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Crescent Grove Advisors LLC Decreases Holdings in ARK Innovation ETF (NYSEARCA:ARKK)
Crescent Grove Advisors LLC reduced its stake in ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 5.2% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 42,173 shares of the company’s... More of this article »
Marshall Financial Group LLC Sells 2,293 Shares of Vanguard Mega Cap ETF (NYSEARCA:MGC)
Marshall Financial Group LLC reduced its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 45.5% in the 4th quarter, HoldingsChannel reports. The firm owned 2,750 shares of the company’s stock after selling... More of this article »
Orbia Advance (OTCMKTS:MXCHY) Hits New 12-Month Low – Here’s Why
Orbia Advance Co., S.A.B. de C.V. (OTCMKTS:MXCHY – Get Free Report) shares hit a new 52-week low during trading on Friday . The company traded as low as $1.26 and last traded at $1.26, with a volume of 9433 shares traded. The... More of this article »
Echo Wealth Management LLC Decreases Stock Position in ARK Next Generation Internation ETF (NYSEARCA:ARKW)
Echo Wealth Management LLC lowered its position in shares of ARK Next Generation Internation ETF (NYSEARCA:ARKW – Free Report) by 10.7% during the fourth quarter, HoldingsChannel reports. The firm owned 2,310 shares of the company’s... More of this article »
Echo Wealth Management LLC Has $2.90 Million Position in JPMorgan Active Growth ETF (NYSEARCA:JGRO)
Echo Wealth Management LLC decreased its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 1.0% in the 4th quarter, HoldingsChannel reports. The firm owned 35,800 shares of the company’s... More of this article »-logo-1200x675.png?v=20211206081858&w=240&h=220&zc=2){kind=logo}
Park Edge Advisors LLC Acquires Shares of 12,640 Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE)
Park Edge Advisors LLC bought a new position in shares of Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
U.S. Bancorp (NYSE:USB) Stock Holdings Lowered by Olstein Capital Management L.P.
Olstein Capital Management L.P. cut its position in U.S. Bancorp (NYSE:USB – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Jamison Private Wealth Management Inc. Has $1.82 Million Stock Holdings in Abbott Laboratories (NYSE:ABT)
Jamison Private Wealth Management Inc. lifted its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 27.0% in the fourth quarter, HoldingsChannel reports. The fund owned 16,084 shares of the healthcare product... More of this article »
Canaan Partners XI LLC Sells 213,303 Shares of Rallybio Co. (NASDAQ:RLYB)
Canaan Partners XI LLC cut its holdings in Rallybio Co. (NASDAQ:RLYB – Free Report) by 11.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,697,684 shares of the company’s stock... More of this article »
Novo Nordisk A/S (NYSE:NVO) Shares Purchased by Sound Income Strategies LLC
Sound Income Strategies LLC raised its holdings in Novo Nordisk A/S (NYSE:NVO – Free Report) by 82.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 539 shares of the... More of this article »
FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December (BATS:XDEC) Shares Sold by Echo Wealth Management LLC
Echo Wealth Management LLC lessened its holdings in shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December (BATS:XDEC – Free Report) by 18.0% in the fourth quarter, Holdings Channel.com reports. The... More of this article »
Moody Lynn & Lieberson LLC Acquires 6,483 Shares of SAP SE (NYSE:SAP)
Moody Lynn & Lieberson LLC raised its holdings in shares of SAP SE (NYSE:SAP – Free Report) by 50.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 19,368... More of this article »
OSI Systems (NASDAQ:OSIS) Announces Record Q2 Revenues and Earnings –
OSI Systems, Inc. has recently released its financial results for the quarter ending December 31, 2024. With a notable increase in revenue and earnings, the company’s President and CEO, Ajay Mehra, expressed satisfaction with the... More of this article »
Andina Capital Management LLC Sells 51,132 Shares of Franklin Senior Loan ETF (BATS:FLBL)
Andina Capital Management LLC decreased its stake in shares of Franklin Senior Loan ETF (BATS:FLBL – Free Report) by 27.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 135,709 shares of... More of this article »
First Citizens Bank & Trust Co. Reduces Position in IDEXX Laboratories, Inc. (NASDAQ:IDXX)
First Citizens Bank & Trust Co. lessened its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Butterfly Network (NYSE:BFLY) Shares Down 5.7% – Time to Sell?
Butterfly Network, Inc. (NYSE:BFLY – Get Free Report)’s stock price fell 5.7% during mid-day trading on Friday . The stock traded as low as $3.94 and last traded at $3.91. 2,461,570 shares were traded during mid-day trading,... More of this article »
Cyndeo Wealth Partners LLC Lowers Position in iShares MSCI EAFE Value ETF (BATS:EFV)
Cyndeo Wealth Partners LLC cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 41,899 shares of the company’s stock... More of this article »
Red Door Wealth Management LLC Purchases 13,475 Shares of Exxon Mobil Co. (NYSE:XOM)
Red Door Wealth Management LLC raised its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 57.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 37,113 shares of the oil and gas company’s stock... More of this article »
Secure Asset Management LLC Purchases 81 Shares of FedEx Co. (NYSE:FDX)
Secure Asset Management LLC lifted its position in shares of FedEx Co. (NYSE:FDX – Free Report) by 9.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 913 shares of the shipping service provider’s stock... More of this article »
Fifth Third Bancorp Trims Position in Cadence Design Systems, Inc. (NASDAQ:CDNS)
Fifth Third Bancorp reduced its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 3.4% in the 4th quarter, Holdings Channel reports. The fund owned 53,465 shares of the software maker’s stock after... More of this article »
Prothena Co. plc (NASDAQ:PRTA) Shares Acquired by Duncan Williams Asset Management LLC
Duncan Williams Asset Management LLC boosted its stake in Prothena Co. plc (NASDAQ:PRTA – Free Report) by 41.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 69,199 shares of... More of this article »
Toth Financial Advisory Corp Increases Position in Lam Research Co. (NASDAQ:LRCX)
Toth Financial Advisory Corp increased its stake in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 900.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Affiance Financial LLC Acquires 184 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Affiance Financial LLC increased its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) Shares Purchased by Precedent Wealth Partners LLC
Precedent Wealth Partners LLC raised its position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 1.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
1,957 Shares in Vanguard ESG US Stock ETF (BATS:ESGV) Purchased by Smith Chas P & Associates PA Cpas
Smith Chas P & Associates PA Cpas acquired a new stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Sells 18 Shares of Netflix, Inc. (NASDAQ:NFLX)
Flagship Harbor Advisors LLC lowered its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Tran Capital Management L.P. Sells 22,452 Shares of GitLab Inc. (NASDAQ:GTLB)
Tran Capital Management L.P. decreased its holdings in shares of GitLab Inc. (NASDAQ:GTLB – Free Report) by 6.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 351,178 shares of the company’s stock... More of this article »
AlphaMark Advisors LLC Has $785,000 Stock Holdings in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC)
AlphaMark Advisors LLC increased its position in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
AlphaMark Advisors LLC Has $1.09 Million Stock Position in Molina Healthcare, Inc. (NYSE:MOH)
AlphaMark Advisors LLC grew its stake in shares of Molina Healthcare, Inc. (NYSE:MOH – Free Report) by 3.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,744 shares of the company’s... More of this article »
Stewardship Advisors LLC Makes New $1.89 Million Investment in Putnam ESG High Yield ETF (NYSEARCA:PHYD)
Stewardship Advisors LLC acquired a new position in shares of Putnam ESG High Yield ETF (NYSEARCA:PHYD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Anderson Hoagland & Co. Decreases Stake in Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB)
Anderson Hoagland & Co. cut its position in Invesco Taxable Municipal Bond ETF (NYSEARCA:BAB – Free Report) by 46.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Alan B Lancz & Associates Inc. Sells 1,200 Shares of Suncor Energy Inc. (NYSE:SU)
Alan B Lancz & Associates Inc. reduced its position in shares of Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 15.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 6,700 shares... More of this article »
Olstein Capital Management L.P. Has $8.82 Million Stock Holdings in Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC)
Olstein Capital Management L.P. lowered its position in shares of Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC – Free Report) by 23.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
LexAurum Advisors LLC Grows Position in Walmart Inc. (NYSE:WMT)
LexAurum Advisors LLC boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 8.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 10,829 shares of the retailer’s stock after... More of this article »
Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Shares Bought by Alan B Lancz & Associates Inc.
Alan B Lancz & Associates Inc. raised its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 41.7% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Alan B Lancz & Associates Inc. Decreases Position in Barrick Gold Corp (NYSE:GOLD)
Alan B Lancz & Associates Inc. decreased its holdings in Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 4.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Invesco QQQ (NASDAQ:QQQ) Shares Sold by SJS Investment Consulting Inc.
SJS Investment Consulting Inc. cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 26.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 230 shares of the exchange traded fund’s... More of this article »
Flagship Harbor Advisors LLC Has $4.31 Million Stake in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Flagship Harbor Advisors LLC grew its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 7.0% in the 4th quarter, Holdings Channel reports. The fund owned 73,057 shares of the company’s... More of this article »
Geneos Wealth Management Inc. Invests $2.48 Million in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)
Geneos Wealth Management Inc. bought a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Barclays Cuts Edison International (NYSE:EIX) Price Target to $67.00
Edison International (NYSE:EIX – Free Report) had its price target reduced by Barclays from $76.00 to $67.00 in a research note released on Thursday,Benzinga reports. They currently have an overweight rating on the utilities... More of this article »
Secure Asset Management LLC Takes Position in DT Midstream, Inc. (NYSE:DTM)
Secure Asset Management LLC purchased a new position in shares of DT Midstream, Inc. (NYSE:DTM – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 2,313 shares of the company’s stock,... More of this article »
CX Institutional Grows Holdings in Fidelity National Information Services, Inc. (NYSE:FIS)
CX Institutional raised its position in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 23.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,477 shares of the information... More of this article »
Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Purchased by Stewardship Advisors LLC
Stewardship Advisors LLC raised its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 48.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Stewardship Advisors LLC Has $5.18 Million Position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA)
Stewardship Advisors LLC boosted its position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 102,187 shares of the... More of this article »
Toth Financial Advisory Corp Has $527,000 Position in Granite Construction Incorporated (NYSE:GVA)
Toth Financial Advisory Corp lessened its holdings in shares of Granite Construction Incorporated (NYSE:GVA – Free Report) by 49.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 6,005 shares... More of this article »
Goelzer Investment Management Inc. Sells 231 Shares of Fastenal (NASDAQ:FAST)
Goelzer Investment Management Inc. lessened its holdings in shares of Fastenal (NASDAQ:FAST – Free Report) by 2.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,050 shares of the... More of this article »
Gradient Investments LLC Reduces Stock Holdings in HealthEquity, Inc. (NASDAQ:HQY)
Gradient Investments LLC cut its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 5.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Advanced Drainage Systems, Inc. (NYSE:WMS) Receives $166.88 Average Price Target from Analysts
Advanced Drainage Systems, Inc. (NYSE:WMS – Get Free Report) has received an average recommendation of “Moderate Buy” from the eight brokerages that are covering the company, MarketBeat Ratings reports. One equities... More of this article »