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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 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 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 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 »
Image for CFS Investment Advisory Services LLC Has $4.42 Million Stake in AbbVie Inc. (NYSE:ABBV)

CFS Investment Advisory Services LLC Has $4.42 Million Stake in AbbVie Inc. (NYSE:ABBV)

CFS Investment Advisory Services LLC grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for FFW (OTCMKTS:FFWC) Announces Quarterly  Earnings Results

FFW (OTCMKTS:FFWC) Announces Quarterly Earnings Results

FFW (OTCMKTS:FFWC – Get Free Report) posted its quarterly earnings results on Friday. The company reported $1.29 earnings per share for the quarter, Zacks reports. FFW Price Performance Shares of FFWC opened at $38.75 on Friday.... More of this article »
Image for Moody Lynn & Lieberson LLC Acquires 206 Shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO)

Moody Lynn & Lieberson LLC Acquires 206 Shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO)

Moody Lynn & Lieberson LLC grew its holdings in Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 4.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,021 shares of the company’s... More of this article »
Image for Simplify Volatility Premium ETF (NYSEARCA:SVOL) Shares Purchased by Andina Capital Management LLC

Simplify Volatility Premium ETF (NYSEARCA:SVOL) Shares Purchased by Andina Capital Management LLC

Andina Capital Management LLC boosted its stake in shares of Simplify Volatility Premium ETF (NYSEARCA:SVOL – Free Report) by 29.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Archford Capital Strategies LLC Raises Stock Position in Harbor Long-Term Growers ETF (NYSEARCA:WINN)

Archford Capital Strategies LLC Raises Stock Position in Harbor Long-Term Growers ETF (NYSEARCA:WINN)

Archford Capital Strategies LLC grew its holdings in shares of Harbor Long-Term Growers ETF (NYSEARCA:WINN – Free Report) by 10.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 55,786... More of this article »
Image for KLA Co. (NASDAQ:KLAC) Shares Sold by Dynamic Advisor Solutions LLC

KLA Co. (NASDAQ:KLAC) Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC cut its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Flagship Harbor Advisors LLC Raises Stake in Enterprise Products Partners L.P. (NYSE:EPD)

Flagship Harbor Advisors LLC Raises Stake in Enterprise Products Partners L.P. (NYSE:EPD)

Flagship Harbor Advisors LLC boosted its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 0.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for TTP Investments Inc. Sells 202,250 Shares of ProShares Ultra S&P500 (NYSEARCA:SSO)

TTP Investments Inc. Sells 202,250 Shares of ProShares Ultra S&P500 (NYSEARCA:SSO)

TTP Investments Inc. reduced its stake in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 28.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 513,581 shares of the real estate investment trust’s... More of this article »
Image for Flagship Harbor Advisors LLC Purchases 53,972 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Flagship Harbor Advisors LLC Purchases 53,972 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Flagship Harbor Advisors LLC raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 20.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 313,696 shares... More of this article »
Image for ConocoPhillips (NYSE:COP) Shares Purchased by Grimes & Company Inc.

ConocoPhillips (NYSE:COP) Shares Purchased by Grimes & Company Inc.

Grimes & Company Inc. boosted its position in ConocoPhillips (NYSE:COP – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Laboratory Co. of America Holdings (NYSE:LH) Shares Acquired by Insight Inv LLC

Laboratory Co. of America Holdings (NYSE:LH) Shares Acquired by Insight Inv LLC

Insight Inv LLC increased its holdings in shares of Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 12.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 3,859 shares of the... More of this article »
Image for Anderson Hoagland & Co. Grows Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Anderson Hoagland & Co. Grows Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Anderson Hoagland & Co. increased its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for CFS Investment Advisory Services LLC Increases Stock Holdings in Invesco Dividend Achievers ETF (NASDAQ:PFM)

CFS Investment Advisory Services LLC Increases Stock Holdings in Invesco Dividend Achievers ETF (NASDAQ:PFM)

CFS Investment Advisory Services LLC increased its position in shares of Invesco Dividend Achievers ETF (NASDAQ:PFM – Free Report) by 10.1% in the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Image for RFG Advisory LLC Has $992,000 Stake in Intel Co. (NASDAQ:INTC)

RFG Advisory LLC Has $992,000 Stake in Intel Co. (NASDAQ:INTC)

RFG Advisory LLC reduced its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 30.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 49,461 shares of the chip maker’s stock after selling... More of this article »
Image for Alibaba Group (NYSE:BABA) Stock Price Up 2.2%  – Time to Buy?

Alibaba Group (NYSE:BABA) Stock Price Up 2.2% – Time to Buy?

Alibaba Group Holding Limited (NYSE:BABA – Get Free Report) shares traded up 2.2% during mid-day trading on Friday . The stock traded as high as $87.47 and last traded at $87.95. 4,254,035 shares changed hands during trading,... More of this article »
Image for ImmuPharma (LON:IMM) Shares Up 12.7%  – Still a Buy?

ImmuPharma (LON:IMM) Shares Up 12.7% – Still a Buy?

ImmuPharma plc (LON:IMM – Get Free Report) rose 12.7% during trading on Friday . The company traded as high as GBX 4.50 ($0.06) and last traded at GBX 4.06 ($0.05). Approximately 30,253,918 shares were traded during trading,... More of this article »
Image for Grimes & Company Inc. Makes New Investment in iShares U.S. Transportation ETF (BATS:IYT)

Grimes & Company Inc. Makes New Investment in iShares U.S. Transportation ETF (BATS:IYT)

Grimes & Company Inc. purchased a new stake in iShares U.S. Transportation ETF (BATS:IYT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Flagship Harbor Advisors LLC Boosts Stock Holdings in First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Flagship Harbor Advisors LLC Boosts Stock Holdings in First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Flagship Harbor Advisors LLC raised its holdings in shares of First Trust Long/Short Equity ETF (NYSEARCA:FTLS – Free Report) by 16.4% during the fourth quarter, HoldingsChannel reports. The fund owned 93,753 shares of the company’s... More of this article »
Image for Brighton Jones LLC Sells 86 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Brighton Jones LLC Sells 86 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Brighton Jones LLC trimmed its holdings in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 0.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 9,479 shares of the semiconductor company’s stock... More of this article »
Image for Geneos Wealth Management Inc. Sells 3,455 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Geneos Wealth Management Inc. Sells 3,455 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Geneos Wealth Management Inc. lowered its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Leidos Holdings, Inc. (NYSE:LDOS) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Leidos Holdings, Inc. (NYSE:LDOS) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Leidos Holdings, Inc. (NYSE:LDOS – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the fourteen analysts that are currently covering the company, MarketBeat Ratings reports.... More of this article »
Image for Lincoln Capital Corp Trims Position in Eli Lilly and Company (NYSE:LLY)

Lincoln Capital Corp Trims Position in Eli Lilly and Company (NYSE:LLY)

Lincoln Capital Corp lowered its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 25.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 260 shares of the company’s stock after selling 89... More of this article »
Image for Stewardship Advisors LLC Takes Position in Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB)

Stewardship Advisors LLC Takes Position in Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB)

Stewardship Advisors LLC purchased a new position in Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for CFS Investment Advisory Services LLC Has $535,000 Stock Position in Mastercard Incorporated (NYSE:MA)

CFS Investment Advisory Services LLC Has $535,000 Stock Position in Mastercard Incorporated (NYSE:MA)

CFS Investment Advisory Services LLC boosted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for TechnipFMC plc (NYSE:FTI) Shares Bought by Toth Financial Advisory Corp

TechnipFMC plc (NYSE:FTI) Shares Bought by Toth Financial Advisory Corp

Toth Financial Advisory Corp grew its position in TechnipFMC plc (NYSE:FTI – Free Report) by 1,225.0% during the 4th quarter, Holdings Channel reports. The fund owned 26,500 shares of the oil and gas company’s stock after... More of this article »
Image for Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Toth Financial Advisory Corp

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Toth Financial Advisory Corp

Toth Financial Advisory Corp boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 185.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 8,884 shares of the... More of this article »
Image for Direxion Daily AMZN Bull 2X Shares (NASDAQ:AMZU) Shares Acquired by Toth Financial Advisory Corp

Direxion Daily AMZN Bull 2X Shares (NASDAQ:AMZU) Shares Acquired by Toth Financial Advisory Corp

Toth Financial Advisory Corp lifted its stake in Direxion Daily AMZN Bull 2X Shares (NASDAQ:AMZU – Free Report) by 44.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Toth Financial Advisory Corp Takes $29,000 Position in AerCap Holdings (NYSE:AER)

Toth Financial Advisory Corp Takes $29,000 Position in AerCap Holdings (NYSE:AER)

Toth Financial Advisory Corp bought a new position in shares of AerCap Holdings (NYSE:AER – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 300 shares of the financial services... More of this article »
Image for Running Oak Capital LLC Raises Stake in Roper Technologies, Inc. (NYSE:ROP)

Running Oak Capital LLC Raises Stake in Roper Technologies, Inc. (NYSE:ROP)

Running Oak Capital LLC raised its stake in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) by 9.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 24,860 shares of the industrial... More of this article »
Image for Grimes & Company Inc. Trims Holdings in GE Vernova Inc. (NYSE:GEV)

Grimes & Company Inc. Trims Holdings in GE Vernova Inc. (NYSE:GEV)

Grimes & Company Inc. trimmed its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 8.8% in the 4th quarter, HoldingsChannel reports. The fund owned 3,488 shares of the company’s stock after selling 337 shares... More of this article »
Image for Linden Thomas Advisory Services LLC Sells 1,255 Shares of The RMR Group Inc. (NASDAQ:RMR)

Linden Thomas Advisory Services LLC Sells 1,255 Shares of The RMR Group Inc. (NASDAQ:RMR)

Linden Thomas Advisory Services LLC decreased its holdings in shares of The RMR Group Inc. (NASDAQ:RMR – Free Report) by 2.6% during the fourth quarter, HoldingsChannel reports. The fund owned 46,982 shares of the financial... More of this article »