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Image for International Business Machines Co. (NYSE:IBM) Stock Position Lifted by Holistic Planning LLC

International Business Machines Co. (NYSE:IBM) Stock Position Lifted by Holistic Planning LLC

Holistic Planning LLC lifted its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 4.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,178 shares of the technology... More of this article »
Image for Lynch Asset Management Inc. Buys 50 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Lynch Asset Management Inc. Buys 50 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Lynch Asset Management Inc. increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.4% in the fourth quarter, HoldingsChannel reports. The firm owned 11,450 shares of the healthcare conglomerate’s... More of this article »
Image for Rheos Capital Works Inc. Has $26.53 Million Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Rheos Capital Works Inc. Has $26.53 Million Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Rheos Capital Works Inc. boosted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 19.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for BridgeBio Pharma (NASDAQ:BBIO)  Shares Down 5.5%  Following Insider Selling

BridgeBio Pharma (NASDAQ:BBIO) Shares Down 5.5% Following Insider Selling

BridgeBio Pharma, Inc. (NASDAQ:BBIO – Get Free Report) fell 5.5% during mid-day trading on Monday following insider selling activity. The company traded as low as $32.48 and last traded at $32.33. 1,082,052 shares traded hands... More of this article »
Image for Chicago Capital LLC Grows Stock Position in GE Vernova Inc. (NYSE:GEV)

Chicago Capital LLC Grows Stock Position in GE Vernova Inc. (NYSE:GEV)

Chicago Capital LLC raised its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 9.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 5,101 shares of the company’s stock after purchasing... More of this article »
Image for McNamara Financial Services Inc. Has $10.94 Million Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

McNamara Financial Services Inc. Has $10.94 Million Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

McNamara Financial Services Inc. decreased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Rheos Capital Works Inc. Acquires New Shares in McDonald’s Co. (NYSE:MCD)

Rheos Capital Works Inc. Acquires New Shares in McDonald’s Co. (NYSE:MCD)

Rheos Capital Works Inc. acquired a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Marathon Petroleum Co. (NYSE:MPC) is GW Henssler & Associates Ltd.’s 6th Largest Position

Marathon Petroleum Co. (NYSE:MPC) is GW Henssler & Associates Ltd.’s 6th Largest Position

GW Henssler & Associates Ltd. lowered its position in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 2.1% in the 4th quarter, Holdings Channel reports. The firm owned 278,358 shares of the oil and gas company’s... More of this article »
Image for Means Investment CO. Inc. Sells 413 Shares of Abbott Laboratories (NYSE:ABT)

Means Investment CO. Inc. Sells 413 Shares of Abbott Laboratories (NYSE:ABT)

Means Investment CO. Inc. reduced its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 1.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock Holdings Boosted by Better Money Decisions LLC

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock Holdings Boosted by Better Money Decisions LLC

Better Money Decisions LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for KPP Advisory Services LLC Buys 36 Shares of Salesforce, Inc. (NYSE:CRM)

KPP Advisory Services LLC Buys 36 Shares of Salesforce, Inc. (NYSE:CRM)

KPP Advisory Services LLC boosted its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 7,375 shares of the CRM provider’s... More of this article »
Image for First Hawaiian (NASDAQ:FHB) Price Target Raised to $24.00 at Wells Fargo & Company

First Hawaiian (NASDAQ:FHB) Price Target Raised to $24.00 at Wells Fargo & Company

First Hawaiian (NASDAQ:FHB – Get Free Report) had its price objective boosted by stock analysts at Wells Fargo & Company from $22.00 to $24.00 in a note issued to investors on Monday,Benzinga reports. The brokerage currently... More of this article »
Image for Voya Financial (NYSE:VOYA) Price Target Cut to $85.00 by Analysts at Royal Bank of Canada

Voya Financial (NYSE:VOYA) Price Target Cut to $85.00 by Analysts at Royal Bank of Canada

Voya Financial (NYSE:VOYA – Get Free Report) had its price target decreased by research analysts at Royal Bank of Canada from $90.00 to $85.00 in a report issued on Monday,Benzinga reports. The brokerage presently has an “outperform”... More of this article »
Image for Prudent Investors Network Inc. Makes New $287,000 Investment in Schwab International Equity ETF (NYSEARCA:SCHF)

Prudent Investors Network Inc. Makes New $287,000 Investment in Schwab International Equity ETF (NYSEARCA:SCHF)

Prudent Investors Network Inc. purchased a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 15,505 shares of the company’s... More of this article »
Image for Burford Brothers Inc. Acquires 10,605 Shares of Altria Group, Inc. (NYSE:MO)

Burford Brothers Inc. Acquires 10,605 Shares of Altria Group, Inc. (NYSE:MO)

Burford Brothers Inc. lifted its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 40.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 36,951 shares of the company’s stock after buying an additional... More of this article »
Image for Rice Partnership LLC Cuts Stake in Micron Technology, Inc. (NASDAQ:MU)

Rice Partnership LLC Cuts Stake in Micron Technology, Inc. (NASDAQ:MU)

Rice Partnership LLC lowered its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 22.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 65,455 shares of the semiconductor manufacturer’s... More of this article »
Image for Eco Wave Power Global AB (publ) (NASDAQ:WAVE) Coverage Initiated at Alliance Global Partners

Eco Wave Power Global AB (publ) (NASDAQ:WAVE) Coverage Initiated at Alliance Global Partners

Analysts at Alliance Global Partners began coverage on shares of Eco Wave Power Global AB (publ) (NASDAQ:WAVE – Get Free Report) in a note issued to investors on Monday,Briefing.com Automated Import reports. The brokerage set... More of this article »
Image for Financial Life Planners Acquires Shares of 602 iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Financial Life Planners Acquires Shares of 602 iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Financial Life Planners bought a new position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 602 shares of the exchange traded fund’s... More of this article »
Image for Prudent Investors Network Inc. Acquires Shares of 16,167 Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Prudent Investors Network Inc. Acquires Shares of 16,167 Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Prudent Investors Network Inc. purchased a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Stock Yards Bank & Trust Co. Has $2.90 Million Position in Target Co. (NYSE:TGT)

Stock Yards Bank & Trust Co. Has $2.90 Million Position in Target Co. (NYSE:TGT)

Stock Yards Bank & Trust Co. lowered its stake in shares of Target Co. (NYSE:TGT – Free Report) by 24.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 21,467 shares of the retailer’s... More of this article »
Image for Holistic Planning LLC Cuts Stock Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Holistic Planning LLC Cuts Stock Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Holistic Planning LLC reduced its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.6% during the 4th quarter, Holdings Channel reports. The fund owned 4,822 shares of the company’s stock after selling... More of this article »
Image for International Business Machines Co. (NYSE:IBM) is Abner Herrman & Brock LLC’s 4th Largest Position

International Business Machines Co. (NYSE:IBM) is Abner Herrman & Brock LLC’s 4th Largest Position

Abner Herrman & Brock LLC increased its position in International Business Machines Co. (NYSE:IBM – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Boston Trust Walden Corp Cuts Position in Silgan Holdings Inc. (NYSE:SLGN)

Boston Trust Walden Corp Cuts Position in Silgan Holdings Inc. (NYSE:SLGN)

Boston Trust Walden Corp lowered its holdings in shares of Silgan Holdings Inc. (NYSE:SLGN – Free Report) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,877,157 shares of the industrial products... More of this article »
Image for Brentview Investment Management LLC Invests $4.09 Million in Accenture plc (NYSE:ACN)

Brentview Investment Management LLC Invests $4.09 Million in Accenture plc (NYSE:ACN)

Brentview Investment Management LLC bought a new position in Accenture plc (NYSE:ACN – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 11,623 shares of the information technology services provider’s... More of this article »
Image for Panoramic Investment Advisors LLC Acquires 158 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Panoramic Investment Advisors LLC Acquires 158 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Panoramic Investment Advisors LLC increased its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 19.8% in the fourth quarter, HoldingsChannel reports. The firm owned 958 shares of the company’s stock... More of this article »
Image for Holistic Planning LLC Acquires 992 Shares of Regions Financial Co. (NYSE:RF)

Holistic Planning LLC Acquires 992 Shares of Regions Financial Co. (NYSE:RF)

Holistic Planning LLC lifted its holdings in shares of Regions Financial Co. (NYSE:RF – Free Report) by 6.9% in the 4th quarter, Holdings Channel reports. The firm owned 15,407 shares of the bank’s stock after acquiring... More of this article »
Image for Financial Strategies Group Inc. Sells 5,180 Shares of Capital One Financial Co. (NYSE:COF)

Financial Strategies Group Inc. Sells 5,180 Shares of Capital One Financial Co. (NYSE:COF)

Financial Strategies Group Inc. cut its stake in Capital One Financial Co. (NYSE:COF) by 11.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Lazari Capital Management Inc. Acquires 6,000 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lazari Capital Management Inc. Acquires 6,000 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lazari Capital Management Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 42.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 20,219 shares of the company’s... More of this article »
Image for Deere & Company (NYSE:DE) Shares Sold by FSM Wealth Advisors LLC

Deere & Company (NYSE:DE) Shares Sold by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC cut its holdings in Deere & Company (NYSE:DE – Free Report) by 4.5% during the fourth quarter, HoldingsChannel reports. The fund owned 1,484 shares of the industrial products company’s stock... More of this article »
Image for West Coast Community Bancorp (OTCMKTS:SCZC) Declares Dividend Increase – $0.19 Per Share

West Coast Community Bancorp (OTCMKTS:SCZC) Declares Dividend Increase – $0.19 Per Share

West Coast Community Bancorp (OTCMKTS:SCZC – Get Free Report) announced a quarterly dividend on Thursday, January 23rd,NASDAQ Dividends reports. Investors of record on Wednesday, February 5th will be given a dividend of 0.19... More of this article »
Image for Stock Yards Bank & Trust Co. Trims Position in Caterpillar Inc. (NYSE:CAT)

Stock Yards Bank & Trust Co. Trims Position in Caterpillar Inc. (NYSE:CAT)

Stock Yards Bank & Trust Co. decreased its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 74,627 shares of the industrial products company’s... More of this article »
Image for CME Group Inc. (NASDAQ:CME) Shares Purchased by Tokio Marine Asset Management Co. Ltd.

CME Group Inc. (NASDAQ:CME) Shares Purchased by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. increased its stake in CME Group Inc. (NASDAQ:CME – Free Report) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Means Investment CO. Inc. Reduces Stock Position in NIKE, Inc. (NYSE:NKE)

Means Investment CO. Inc. Reduces Stock Position in NIKE, Inc. (NYSE:NKE)

Means Investment CO. Inc. trimmed its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 10.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 16,790 shares of the footwear maker’s stock... More of this article »
Image for Osborne Partners Capital Management LLC Invests $216,000 in Intuit Inc. (NASDAQ:INTU)

Osborne Partners Capital Management LLC Invests $216,000 in Intuit Inc. (NASDAQ:INTU)

Osborne Partners Capital Management LLC acquired a new position in Intuit Inc. (NASDAQ:INTU – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Arcadia Investment Advisors LLC Has $1.18 Million Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Arcadia Investment Advisors LLC Has $1.18 Million Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Arcadia Investment Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 174.1% in the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for One Wealth Advisors LLC Buys 147 Shares of Spotify Technology S.A. (NYSE:SPOT)

One Wealth Advisors LLC Buys 147 Shares of Spotify Technology S.A. (NYSE:SPOT)

One Wealth Advisors LLC boosted its holdings in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 18.5% during the fourth quarter, Holdings Channel reports. The firm owned 940 shares of the company’s stock... More of this article »
Image for One Wealth Advisors LLC Grows Stock Holdings in Expedia Group, Inc. (NASDAQ:EXPE)

One Wealth Advisors LLC Grows Stock Holdings in Expedia Group, Inc. (NASDAQ:EXPE)

One Wealth Advisors LLC boosted its position in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 9.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 3,212 shares of the online travel company’s... More of this article »
Image for Jennison Associates LLC Has $1.01 Billion Stake in AstraZeneca PLC (NASDAQ:AZN)

Jennison Associates LLC Has $1.01 Billion Stake in AstraZeneca PLC (NASDAQ:AZN)

Jennison Associates LLC boosted its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 3.1% 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 Zoetis Inc. (NYSE:ZTS) Shares Acquired by CENTRAL TRUST Co

Zoetis Inc. (NYSE:ZTS) Shares Acquired by CENTRAL TRUST Co

CENTRAL TRUST Co increased its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for One Wealth Advisors LLC Has $1.39 Million Position in Motorola Solutions, Inc. (NYSE:MSI)

One Wealth Advisors LLC Has $1.39 Million Position in Motorola Solutions, Inc. (NYSE:MSI)

One Wealth Advisors LLC raised its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 3.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,003 shares of the communications... More of this article »
Image for Twist Bioscience (NASDAQ:TWST) Issues Quarterly  Earnings Results

Twist Bioscience (NASDAQ:TWST) Issues Quarterly Earnings Results

Twist Bioscience (NASDAQ:TWST – Get Free Report) issued its earnings results on Monday. The company reported ($0.53) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.62) by $0.09, Zacks reports.... More of this article »
Image for Leisure Capital Management Sells 2,921 Shares of Sanofi (NASDAQ:SNY)

Leisure Capital Management Sells 2,921 Shares of Sanofi (NASDAQ:SNY)

Leisure Capital Management reduced its position in shares of Sanofi (NASDAQ:SNY – Free Report) by 16.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Prudent Investors Network Inc. Buys Shares of 1,596 The Ensign Group, Inc. (NASDAQ:ENSG)

Prudent Investors Network Inc. Buys Shares of 1,596 The Ensign Group, Inc. (NASDAQ:ENSG)

Prudent Investors Network Inc. purchased a new stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,596 shares of... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Shares Acquired by PBMares Wealth Management LLC

The Procter & Gamble Company (NYSE:PG) Shares Acquired by PBMares Wealth Management LLC

PBMares Wealth Management LLC increased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Lazari Capital Management Inc. Sells 1,102 Shares of Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Lazari Capital Management Inc. Sells 1,102 Shares of Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Lazari Capital Management Inc. lowered its position in Teva Pharmaceutical Industries Limited (NYSE:TEVA – Free Report) by 7.1% in the 4th quarter, Holdings Channel reports. The firm owned 14,508 shares of the company’s... More of this article »
Image for Lazari Capital Management Inc. Decreases Stock Holdings in The Goldman Sachs Group, Inc. (NYSE:GS)

Lazari Capital Management Inc. Decreases Stock Holdings in The Goldman Sachs Group, Inc. (NYSE:GS)

Lazari Capital Management Inc. reduced its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 5.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,252 shares of the investment management... More of this article »
Image for Southern First Bancshares, Inc. (NASDAQ:SFST) Short Interest Down 13.9% in January

Southern First Bancshares, Inc. (NASDAQ:SFST) Short Interest Down 13.9% in January

Southern First Bancshares, Inc. (NASDAQ:SFST – Get Free Report) saw a significant drop in short interest in the month of January. As of January 15th, there was short interest totalling 57,500 shares, a drop of 13.9% from the... More of this article »
Image for Resonant Capital Advisors LLC Has $1.49 Million Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Resonant Capital Advisors LLC Has $1.49 Million Holdings in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Resonant Capital Advisors LLC lessened its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 2.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for eBay Inc. (NASDAQ:EBAY) Stock Position Trimmed by Resonant Capital Advisors LLC

eBay Inc. (NASDAQ:EBAY) Stock Position Trimmed by Resonant Capital Advisors LLC

Resonant Capital Advisors LLC cut its position in eBay Inc. (NASDAQ:EBAY – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Keefe, Bruyette & Woods Raises First Business Financial Services (NASDAQ:FBIZ) Price Target to $60.00

Keefe, Bruyette & Woods Raises First Business Financial Services (NASDAQ:FBIZ) Price Target to $60.00

First Business Financial Services (NASDAQ:FBIZ – Get Free Report) had its target price lifted by equities researchers at Keefe, Bruyette & Woods from $58.00 to $60.00 in a note issued to investors on Monday,Benzinga reports.... More of this article »