Home » Author Archive

Image for Duke Energy Co. (NYSE:DUK) Shares Sold by Patton Albertson Miller Group LLC

Duke Energy Co. (NYSE:DUK) Shares Sold by Patton Albertson Miller Group LLC

Patton Albertson Miller Group LLC trimmed its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Linamar (OTCMKTS:LIMAF) Shares Pass Below 200-Day Moving Average   – What’s Next?

Linamar (OTCMKTS:LIMAF) Shares Pass Below 200-Day Moving Average – What’s Next?

Linamar Co. (OTCMKTS:LIMAF – Get Free Report)’s share price crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $44.39 and traded as low as $40.87. Linamar shares... More of this article »
Image for Upland Software (NASDAQ:UPLD) Stock Price Crosses Above 50-Day Moving Average   – Here’s What Happened

Upland Software (NASDAQ:UPLD) Stock Price Crosses Above 50-Day Moving Average – Here’s What Happened

Upland Software, Inc. (NASDAQ:UPLD – Get Free Report)’s share price crossed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $4.18 and traded as high as $4.38. Upland... More of this article »
Image for Running Oak Capital LLC Increases Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Running Oak Capital LLC Increases Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Running Oak Capital LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 11.2% 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 Precedent Wealth Partners LLC Purchases 136 Shares of Cummins Inc. (NYSE:CMI)

Precedent Wealth Partners LLC Purchases 136 Shares of Cummins Inc. (NYSE:CMI)

Precedent Wealth Partners LLC grew its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 3.0% in the 4th quarter, HoldingsChannel reports. The firm owned 4,675 shares of the company’s stock after acquiring... More of this article »
Image for Ligand Pharmaceuticals (NASDAQ:LGND) Share Price Passes Above 200-Day Moving Average   – What’s Next?

Ligand Pharmaceuticals (NASDAQ:LGND) Share Price Passes Above 200-Day Moving Average – What’s Next?

Shares of Ligand Pharmaceuticals Incorporated (NASDAQ:LGND – Get Free Report) crossed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $108.27 and traded as high as $115.81.... More of this article »
Image for Anderson Hoagland & Co. Trims Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Anderson Hoagland & Co. Trims Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Anderson Hoagland & Co. decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 19.0% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Investment Research & Advisory Group Inc. Raises Stake in Netflix, Inc. (NASDAQ:NFLX)

Investment Research & Advisory Group Inc. Raises Stake in Netflix, Inc. (NASDAQ:NFLX)

Investment Research & Advisory Group Inc. grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,570 shares of the Internet television... More of this article »
Image for Stablepoint Partners LLC Has $5.25 Million Stock Holdings in Medtronic plc (NYSE:MDT)

Stablepoint Partners LLC Has $5.25 Million Stock Holdings in Medtronic plc (NYSE:MDT)

Stablepoint Partners LLC boosted its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 1.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 65,689 shares of the medical technology... More of this article »
Image for Cornerstone Community Bancorp (OTCMKTS:CRSB) Stock Passes Below Two Hundred Day Moving Average   – Should You Sell?

Cornerstone Community Bancorp (OTCMKTS:CRSB) Stock Passes Below Two Hundred Day Moving Average – Should You Sell?

Shares of Cornerstone Community Bancorp (OTCMKTS:CRSB – Get Free Report) crossed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $26.68 and traded as low as... More of this article »
Image for Patton Albertson Miller Group LLC Increases Stock Position in Verizon Communications Inc. (NYSE:VZ)

Patton Albertson Miller Group LLC Increases Stock Position in Verizon Communications Inc. (NYSE:VZ)

Patton Albertson Miller Group LLC raised its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 124,716 shares of the cell phone... More of this article »
Image for Smith Chas P & Associates PA Cpas Has $27.35 Million Stock Position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM)

Smith Chas P & Associates PA Cpas Has $27.35 Million Stock Position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM)

Smith Chas P & Associates PA Cpas grew its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 205 Shares in ServiceNow, Inc. (NYSE:NOW) Acquired by Cora Capital Advisors LLC

205 Shares in ServiceNow, Inc. (NYSE:NOW) Acquired by Cora Capital Advisors LLC

Cora Capital Advisors LLC purchased a new stake in ServiceNow, Inc. (NYSE:NOW – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 205 shares of the information technology services provider’s... More of this article »
Image for Asio Capital LLC Increases Stock Position in MercadoLibre, Inc. (NASDAQ:MELI)

Asio Capital LLC Increases Stock Position in MercadoLibre, Inc. (NASDAQ:MELI)

Asio Capital LLC raised its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 47.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,414 shares of the company’s stock after... More of this article »
Image for Jamison Private Wealth Management Inc. Buys 626 Shares of FedEx Co. (NYSE:FDX)

Jamison Private Wealth Management Inc. Buys 626 Shares of FedEx Co. (NYSE:FDX)

Jamison Private Wealth Management Inc. increased its position in shares of FedEx Co. (NYSE:FDX – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Regatta Capital Group LLC Trims Stock Position in Comcast Co. (NASDAQ:CMCSA)

Regatta Capital Group LLC Trims Stock Position in Comcast Co. (NASDAQ:CMCSA)

Regatta Capital Group LLC trimmed its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 11.0% in the 4th quarter, HoldingsChannel reports. The fund owned 10,734 shares of the cable giant’s stock after selling 1,333... More of this article »
Image for Regatta Capital Group LLC Decreases Stock Position in AT&T Inc. (NYSE:T)

Regatta Capital Group LLC Decreases Stock Position in AT&T Inc. (NYSE:T)

Regatta Capital Group LLC decreased its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for AlphaMark Advisors LLC Grows Position in Novo Nordisk A/S (NYSE:NVO)

AlphaMark Advisors LLC Grows Position in Novo Nordisk A/S (NYSE:NVO)

AlphaMark Advisors LLC increased its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 6.3% in the fourth quarter, Holdings Channel reports. The firm owned 3,350 shares of the company’s stock after acquiring... More of this article »
Image for First Citizens Bank & Trust Co. Has $227.05 Million Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

First Citizens Bank & Trust Co. Has $227.05 Million Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

First Citizens Bank & Trust Co. raised its stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 25.6% in the fourth quarter, Holdings Channel reports. The firm owned 1,791,302 shares of the company’s... More of this article »
Image for Vanguard Total Bond Market ETF (NASDAQ:BND) is RTD Financial Advisors Inc.’s 2nd Largest Position

Vanguard Total Bond Market ETF (NASDAQ:BND) is RTD Financial Advisors Inc.’s 2nd Largest Position

RTD Financial Advisors Inc. increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 677,338 shares of the company’s... More of this article »
Image for Olstein Capital Management L.P. Has $15.31 Million Stock Holdings in The Walt Disney Company (NYSE:DIS)

Olstein Capital Management L.P. Has $15.31 Million Stock Holdings in The Walt Disney Company (NYSE:DIS)

Olstein Capital Management L.P. lowered its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 12.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 137,500 shares of the entertainment... More of this article »
Image for Patton Albertson Miller Group LLC Has $1.31 Million Stock Holdings in Truist Financial Co. (NYSE:TFC)

Patton Albertson Miller Group LLC Has $1.31 Million Stock Holdings in Truist Financial Co. (NYSE:TFC)

Patton Albertson Miller Group LLC grew its position in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 8.6% in the fourth quarter, HoldingsChannel reports. The fund owned 30,104 shares of the insurance provider’s... More of this article »
Image for McGlone Suttner Wealth Management Inc. Boosts Stock Holdings in The Procter & Gamble Company (NYSE:PG)

McGlone Suttner Wealth Management Inc. Boosts Stock Holdings in The Procter & Gamble Company (NYSE:PG)

McGlone Suttner Wealth Management Inc. grew its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 13.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Monarch Blue Chips Core Index ETF (BATS:MBCC) Trading Up 5.3%  – Here’s What Happened

Monarch Blue Chips Core Index ETF (BATS:MBCC) Trading Up 5.3% – Here’s What Happened

Monarch Blue Chips Core Index ETF (BATS:MBCC – Get Free Report)’s share price shot up 5.3% during trading on Friday . The stock traded as high as $34.11 and last traded at $35.78. 20,041 shares traded hands during mid-day... More of this article »
Image for M3 Advisory Group LLC Purchases Shares of 663 AppLovin Co. (NASDAQ:APP)

M3 Advisory Group LLC Purchases Shares of 663 AppLovin Co. (NASDAQ:APP)

M3 Advisory Group LLC acquired a new position in shares of AppLovin Co. (NASDAQ:APP – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 663 shares of the company’s stock, valued at approximately... More of this article »
Image for Sprott Physical Gold Trust (NYSEARCA:PHYS) Shares Purchased by MKT Advisors LLC

Sprott Physical Gold Trust (NYSEARCA:PHYS) Shares Purchased by MKT Advisors LLC

MKT Advisors LLC raised its stake in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Vista Investment Partners LLC Acquires 1,500 Shares of Ford Motor (NYSE:F)

Vista Investment Partners LLC Acquires 1,500 Shares of Ford Motor (NYSE:F)

Vista Investment Partners LLC raised its holdings in shares of Ford Motor (NYSE:F – Free Report) by 2.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 77,805 shares of the auto manufacturer’s stock... More of this article »
Image for Harrell Investment Partners LLC Sells 210 Shares of Raymond James (NYSE:RJF)

Harrell Investment Partners LLC Sells 210 Shares of Raymond James (NYSE:RJF)

Harrell Investment Partners LLC cut its stake in shares of Raymond James (NYSE:RJF – Free Report) by 4.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 4,140 shares of the financial services... More of this article »
Image for Minor International Public (OTCMKTS:MNRIF) Trading Down 64.5%  – Here’s What Happened

Minor International Public (OTCMKTS:MNRIF) Trading Down 64.5% – Here’s What Happened

Minor International Public Company Limited (OTCMKTS:MNRIF – Get Free Report) traded down 64.5% on Friday . The stock traded as low as $0.29 and last traded at $0.29. 2,500 shares were traded during mid-day trading, a decline... More of this article »
Image for Realty Income Co. (NYSE:O) Shares Sold by CFS Investment Advisory Services LLC

Realty Income Co. (NYSE:O) Shares Sold by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC trimmed its position in shares of Realty Income Co. (NYSE:O – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for CFS Investment Advisory Services LLC Acquires 140 Shares of Union Pacific Co. (NYSE:UNP)

CFS Investment Advisory Services LLC Acquires 140 Shares of Union Pacific Co. (NYSE:UNP)

CFS Investment Advisory Services LLC raised its holdings in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 13.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,221 shares of the... More of this article »
Image for Marshall Financial Group LLC Makes New Investment in CSX Co. (NASDAQ:CSX)

Marshall Financial Group LLC Makes New Investment in CSX Co. (NASDAQ:CSX)

Marshall Financial Group LLC bought a new stake in CSX Co. (NASDAQ:CSX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Clarendon Private LLC Makes New $259,000 Investment in Global X MLP ETF (NYSEARCA:MLPA)

Clarendon Private LLC Makes New $259,000 Investment in Global X MLP ETF (NYSEARCA:MLPA)

Clarendon Private LLC acquired a new stake in shares of Global X MLP ETF (NYSEARCA:MLPA – Free Report) during 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 MFA Wealth Services Invests $788,000 in The Home Depot, Inc. (NYSE:HD)

MFA Wealth Services Invests $788,000 in The Home Depot, Inc. (NYSE:HD)

MFA Wealth Services bought a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 2,025 shares of the home improvement retailer’s... More of this article »
Image for Embree Financial Group Trims Stake in SPDR Gold Shares (NYSEARCA:GLD)

Embree Financial Group Trims Stake in SPDR Gold Shares (NYSEARCA:GLD)

Embree Financial Group cut its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 18.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,281... More of this article »
Image for Embree Financial Group Has $1.99 Million Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Embree Financial Group Has $1.99 Million Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Embree Financial Group decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Sold by Tran Capital Management L.P.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Sold by Tran Capital Management L.P.

Tran Capital Management L.P. lessened its stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 5.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 214,541... More of this article »
Image for First Citizens Bank & Trust Co. Sells 7,096 Shares of CBRE Group, Inc. (NYSE:CBRE)

First Citizens Bank & Trust Co. Sells 7,096 Shares of CBRE Group, Inc. (NYSE:CBRE)

First Citizens Bank & Trust Co. decreased its holdings in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 18.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Flagship Private Wealth LLC Has $1.10 Million Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Flagship Private Wealth LLC Has $1.10 Million Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Flagship Private Wealth LLC decreased its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 10,343 shares... More of this article »
Image for Flagship Private Wealth LLC Grows Stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Flagship Private Wealth LLC Grows Stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Flagship Private Wealth LLC grew its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 32.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Cora Capital Advisors LLC Increases Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Cora Capital Advisors LLC Increases Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Cora Capital Advisors LLC increased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 25,225 shares of the company’s... More of this article »
Image for Zurn Elkay Water Solutions Co. (NYSE:ZWS) is Crescent Grove Advisors LLC’s Largest Position

Zurn Elkay Water Solutions Co. (NYSE:ZWS) is Crescent Grove Advisors LLC’s Largest Position

Crescent Grove Advisors LLC lifted its position in Zurn Elkay Water Solutions Co. (NYSE:ZWS – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for RFG Advisory LLC Raises Holdings in Philip Morris International Inc. (NYSE:PM)

RFG Advisory LLC Raises Holdings in Philip Morris International Inc. (NYSE:PM)

RFG Advisory LLC increased its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 22.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 13,625 shares of... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Shares Sold by Lantz Financial LLC

Merck & Co., Inc. (NYSE:MRK) Shares Sold by Lantz Financial LLC

Lantz Financial LLC trimmed its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.2% in the 4th quarter, HoldingsChannel reports. The firm owned 14,046 shares of the company’s stock after selling... More of this article »
Image for iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Position Increased by Marshall Financial Group LLC

iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Position Increased by Marshall Financial Group LLC

Marshall Financial Group LLC boosted its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Anderson Hoagland & Co. Sells 8,166 Shares of Mueller Industries, Inc. (NYSE:MLI)

Anderson Hoagland & Co. Sells 8,166 Shares of Mueller Industries, Inc. (NYSE:MLI)

Anderson Hoagland & Co. cut its stake in shares of Mueller Industries, Inc. (NYSE:MLI – Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Position Raised by Burr Financial Services LLC

Meta Platforms, Inc. (NASDAQ:META) Position Raised by Burr Financial Services LLC

Burr Financial Services LLC lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 24.7% 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 iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN) Shares Sold by Blue Square Asset Management LLC

iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN) Shares Sold by Blue Square Asset Management LLC

Blue Square Asset Management LLC trimmed its holdings in shares of iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F... More of this article »
Image for Eastern Bankshares, Inc. Plans Quarterly Dividend of $0.12 (NASDAQ:EBC)

Eastern Bankshares, Inc. Plans Quarterly Dividend of $0.12 (NASDAQ:EBC)

Eastern Bankshares, Inc. (NASDAQ:EBC – Get Free Report) announced a quarterly dividend on Friday, January 24th,Wall Street Journal reports. Shareholders of record on Monday, March 3rd will be given a dividend of 0.12 per share... More of this article »
Image for Flaherty & Crumrine Preferred Income Fund Inc. (PFD) to Issue Monthly Dividend of $0.06 on  April 30th

Flaherty & Crumrine Preferred Income Fund Inc. (PFD) to Issue Monthly Dividend of $0.06 on April 30th

Flaherty & Crumrine Preferred Income Fund Inc. (NYSE:PFD – Get Free Report) announced a monthly dividend on Friday, January 24th,Wall Street Journal reports. Investors of record on Wednesday, April 23rd will be given a dividend... More of this article »