Home » Author Archive

Image for RFG Advisory LLC Grows Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

RFG Advisory LLC Grows Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

RFG Advisory LLC raised its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 2.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 6,922 shares of the company’s stock after purchasing... More of this article »
Image for Advocate Group LLC Cuts Stock Position in Caterpillar Inc. (NYSE:CAT)

Advocate Group LLC Cuts Stock Position in Caterpillar Inc. (NYSE:CAT)

Advocate Group LLC lowered its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,442 shares of the industrial products company’s... More of this article »
Image for Monte Financial Group LLC Has $1.05 Million Stock Holdings in Brown & Brown, Inc. (NYSE:BRO)

Monte Financial Group LLC Has $1.05 Million Stock Holdings in Brown & Brown, Inc. (NYSE:BRO)

Monte Financial Group LLC increased its holdings in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 26.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for DigiByte (DGB) Achieves Market Cap of $195.70 Million

DigiByte (DGB) Achieves Market Cap of $195.70 Million

DigiByte (DGB) traded 3.3% higher against the US dollar during the 1 day period ending at 10:00 AM ET on January 25th. DigiByte has a total market cap of $195.70 million and approximately $7.71 million worth of DigiByte was traded... More of this article »
Image for ICF International (NASDAQ:ICFI) Trading Down 5.7%  – What’s Next?

ICF International (NASDAQ:ICFI) Trading Down 5.7% – What’s Next?

ICF International, Inc. (NASDAQ:ICFI – Get Free Report)’s share price was down 5.7% during mid-day trading on Thursday . The stock traded as low as $129.40 and last traded at $125.23. Approximately 12,324 shares traded... More of this article »
Image for GSB Wealth Management LLC Sells 144 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

GSB Wealth Management LLC Sells 144 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

GSB Wealth Management LLC lowered its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Toth Financial Advisory Corp Has $5.97 Million Stock Holdings in General Dynamics Co. (NYSE:GD)

Toth Financial Advisory Corp Has $5.97 Million Stock Holdings in General Dynamics Co. (NYSE:GD)

Toth Financial Advisory Corp grew its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 1.3% in the fourth quarter, HoldingsChannel reports. The fund owned 22,658 shares of the aerospace company’s stock after... More of this article »
Image for Steem (STEEM) Hits Market Cap of $110.36 Million

Steem (STEEM) Hits Market Cap of $110.36 Million

Steem (STEEM) traded 2.9% lower against the US dollar during the 24 hour period ending at 9:00 AM E.T. on January 25th. In the last seven days, Steem has traded down 6.8% against the US dollar. One Steem coin can currently be purchased... More of this article »
Image for B.O.S.S. Retirement Advisors LLC Buys Shares of 1,550 iShares Russell 2000 ETF (NYSEARCA:IWM)

B.O.S.S. Retirement Advisors LLC Buys Shares of 1,550 iShares Russell 2000 ETF (NYSEARCA:IWM)

B.O.S.S. Retirement Advisors LLC bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Fifth Third Bancorp Sells 3,637 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Fifth Third Bancorp Sells 3,637 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Fifth Third Bancorp lessened its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 313,953 shares of the industrial products company’s... More of this article »
Image for ProShares S&P 500 Aristocrats ETF (BATS:NOBL) Shares Sold by Nikulski Financial Inc.

ProShares S&P 500 Aristocrats ETF (BATS:NOBL) Shares Sold by Nikulski Financial Inc.

Nikulski Financial Inc. lessened its stake in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Compass Wealth Management LLC Sells 475 Shares of HCA Healthcare, Inc. (NYSE:HCA)

Compass Wealth Management LLC Sells 475 Shares of HCA Healthcare, Inc. (NYSE:HCA)

Compass Wealth Management LLC reduced its position in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 3.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 15,146 shares of the company’s stock... More of this article »
Image for Nikulski Financial Inc. Trims Stake in NXP Semiconductors (NASDAQ:NXPI)

Nikulski Financial Inc. Trims Stake in NXP Semiconductors (NASDAQ:NXPI)

Nikulski Financial Inc. decreased its position in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 5.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Grimes & Company Inc. Sells 10,600 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Grimes & Company Inc. Sells 10,600 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Grimes & Company Inc. reduced its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 4.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 230,537 shares... More of this article »
Image for Dynamic Advisor Solutions LLC Acquires 48,232 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Dynamic Advisor Solutions LLC Acquires 48,232 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Dynamic Advisor Solutions LLC lifted its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for GSB Wealth Management LLC Acquires 7,389 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

GSB Wealth Management LLC Acquires 7,389 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

GSB Wealth Management LLC raised its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 42.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Strategic Investment Management LLC Purchases Shares of 48,350 SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX)

Strategic Investment Management LLC Purchases Shares of 48,350 SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX)

Strategic Investment Management LLC purchased a new stake in SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 48,350... More of this article »
Image for Kujira Price Reaches $0.35 on Major Exchanges (KUJI)

Kujira Price Reaches $0.35 on Major Exchanges (KUJI)

Kujira (KUJI) traded down 5.7% against the US dollar during the 1-day period ending at 9:00 AM Eastern on January 25th. One Kujira coin can now be purchased for approximately $0.35 or 0.00000337 BTC on popular exchanges. Kujira has... More of this article »
Image for Direxion Daily Regional Banks Bull 3x Shares (NYSEARCA:DPST) Position Raised by Toth Financial Advisory Corp

Direxion Daily Regional Banks Bull 3x Shares (NYSEARCA:DPST) Position Raised by Toth Financial Advisory Corp

Toth Financial Advisory Corp increased its position in Direxion Daily Regional Banks Bull 3x Shares (NYSEARCA:DPST – Free Report) by 40.6% during the fourth quarter, Holdings Channel reports. The fund owned 12,723 shares of... More of this article »
Image for **Banc of California, Inc. Announces Fourth Quarter 2024 Financial Results****

**Banc of California, Inc. Announces Fourth Quarter 2024 Financial Results****

** Banc of California, Inc. recently disclosed its financial standings for the fourth quarter of 2024 through a press release on January 23, 2025. The company highlighted its results in an effort to maintain transparency and provide... More of this article »
Image for PCG Wealth Advisors LLC Acquires 2,537 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

PCG Wealth Advisors LLC Acquires 2,537 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

PCG Wealth Advisors LLC raised its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 10.3% during the fourth quarter, Holdings Channel reports. The fund owned 27,207 shares of... More of this article »
Image for Paychex, Inc. (NASDAQ:PAYX) Shares Purchased by Linden Thomas Advisory Services LLC

Paychex, Inc. (NASDAQ:PAYX) Shares Purchased by Linden Thomas Advisory Services LLC

Linden Thomas Advisory Services LLC grew its position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 16.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 17,311 shares of the business services provider’s... More of this article »
Image for AEGON ASSET MANAGEMENT UK Plc Buys 10,453 Shares of Bank of America Co. (NYSE:BAC)

AEGON ASSET MANAGEMENT UK Plc Buys 10,453 Shares of Bank of America Co. (NYSE:BAC)

AEGON ASSET MANAGEMENT UK Plc lifted its stake in Bank of America Co. (NYSE:BAC) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Monte Financial Group LLC Trims Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Monte Financial Group LLC Trims Holdings in Air Products and Chemicals, Inc. (NYSE:APD)

Monte Financial Group LLC reduced its stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 18,433 shares of the basic materials company’s... More of this article »
Image for Monte Financial Group LLC Invests $3.63 Million in United Parcel Service, Inc. (NYSE:UPS)

Monte Financial Group LLC Invests $3.63 Million in United Parcel Service, Inc. (NYSE:UPS)

Monte Financial Group LLC purchased a new stake in shares of United Parcel Service, Inc. (NYSE:UPS – 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 »
Image for CFS Investment Advisory Services LLC Decreases Holdings in Oracle Co. (NYSE:ORCL)

CFS Investment Advisory Services LLC Decreases Holdings in Oracle Co. (NYSE:ORCL)

CFS Investment Advisory Services LLC cut its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,432 shares... More of this article »
Image for Linden Thomas Advisory Services LLC Boosts Stock Position in ResMed Inc. (NYSE:RMD)

Linden Thomas Advisory Services LLC Boosts Stock Position in ResMed Inc. (NYSE:RMD)

Linden Thomas Advisory Services LLC lifted its stake in shares of ResMed Inc. (NYSE:RMD – Free Report) by 3.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 15,377 shares of the medical equipment... More of this article »
Image for Tributary Capital Management LLC Raises Holdings in UMB Financial Co. (NASDAQ:UMBF)

Tributary Capital Management LLC Raises Holdings in UMB Financial Co. (NASDAQ:UMBF)

Tributary Capital Management LLC boosted its holdings in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Aspiring Ventures LLC Purchases Shares of 4,307 ASML Holding (NASDAQ:ASML)

Aspiring Ventures LLC Purchases Shares of 4,307 ASML Holding (NASDAQ:ASML)

Aspiring Ventures LLC acquired a new position in ASML Holding (NASDAQ:ASML – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired... More of this article »
Image for Tributary Capital Management LLC Boosts Stock Holdings in Casey’s General Stores, Inc. (NASDAQ:CASY)

Tributary Capital Management LLC Boosts Stock Holdings in Casey’s General Stores, Inc. (NASDAQ:CASY)

Tributary Capital Management LLC lifted its holdings in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 46.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,391 shares of the company’s... More of this article »
Image for Accel Wealth Management Has $1.14 Million Stock Holdings in Invesco International Dividend Achievers ETF (NASDAQ:PID)

Accel Wealth Management Has $1.14 Million Stock Holdings in Invesco International Dividend Achievers ETF (NASDAQ:PID)

Accel Wealth Management increased its holdings in shares of Invesco International Dividend Achievers ETF (NASDAQ:PID – Free Report) by 1.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 62,422 shares of... More of this article »
Image for Cornerstone Wealth Advisors Inc. Buys New Stake in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Cornerstone Wealth Advisors Inc. Buys New Stake in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Cornerstone Wealth Advisors Inc. bought a new stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Grimes & Company Inc. Takes $6.10 Million Position in Constellation Brands, Inc. (NYSE:STZ)

Grimes & Company Inc. Takes $6.10 Million Position in Constellation Brands, Inc. (NYSE:STZ)

Grimes & Company Inc. purchased a new position in Constellation Brands, Inc. (NYSE:STZ – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 27,600 shares of the company’s stock, valued... More of this article »
Image for Grimes & Company Inc. Decreases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Grimes & Company Inc. Decreases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Grimes & Company Inc. lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for New Fortress Energy (NASDAQ:NFE) Shares Gap Up   – Still a Buy?

New Fortress Energy (NASDAQ:NFE) Shares Gap Up – Still a Buy?

Shares of New Fortress Energy Inc. (NASDAQ:NFE – Get Free Report) gapped up prior to trading on Thursday . The stock had previously closed at $15.59, but opened at $15.95. New Fortress Energy shares last traded at $16.33, with... More of this article »
Image for Zeo Energy (NASDAQ:ZEO) Announces  Earnings Results

Zeo Energy (NASDAQ:ZEO) Announces Earnings Results

Zeo Energy (NASDAQ:ZEO – Get Free Report) posted its quarterly earnings results on Thursday. The company reported ($0.08) earnings per share for the quarter, Zacks reports. Zeo Energy Stock Up 2.4 % Shares of Zeo Energy stock... More of this article »
Image for Visa Inc. (NYSE:V) Shares Sold by Eads & Heald Wealth Management

Visa Inc. (NYSE:V) Shares Sold by Eads & Heald Wealth Management

Eads & Heald Wealth Management lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for D.B. Root & Company LLC Sells 55 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

D.B. Root & Company LLC Sells 55 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

D.B. Root & Company LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,168 shares of the company’s... More of this article »
Image for Asset Planning Services Inc. LA ADV Trims Stake in The Procter & Gamble Company (NYSE:PG)

Asset Planning Services Inc. LA ADV Trims Stake in The Procter & Gamble Company (NYSE:PG)

Asset Planning Services Inc. LA ADV reduced its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.5% during the 4th quarter, HoldingsChannel reports. The firm owned 6,084 shares of the company’s... More of this article »
Image for Dynamic Advisor Solutions LLC Increases Holdings in Dimensional International High Profitability ETF (BATS:DIHP)

Dynamic Advisor Solutions LLC Increases Holdings in Dimensional International High Profitability ETF (BATS:DIHP)

Dynamic Advisor Solutions LLC boosted its position in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 3.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for iShares Russell 3000 ETF (NYSEARCA:IWV) is Geneos Wealth Management Inc.’s 8th Largest Position

iShares Russell 3000 ETF (NYSEARCA:IWV) is Geneos Wealth Management Inc.’s 8th Largest Position

Geneos Wealth Management Inc. increased its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 0.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 105,967... More of this article »
Image for Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP) Plans Monthly Dividend of $0.12

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP) Plans Monthly Dividend of $0.12

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP – Get Free Report) announced a monthly dividend on Friday, January 24th,Wall Street Journal reports. Stockholders of record on Wednesday, April 23rd will... More of this article »
Image for Altria Group, Inc. (NYSE:MO) Shares Purchased by DGS Capital Management LLC

Altria Group, Inc. (NYSE:MO) Shares Purchased by DGS Capital Management LLC

DGS Capital Management LLC grew its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 13.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Citizens Financial Group, Inc. (NYSE:CFG) Shares Sold by Goelzer Investment Management Inc.

Citizens Financial Group, Inc. (NYSE:CFG) Shares Sold by Goelzer Investment Management Inc.

Goelzer Investment Management Inc. trimmed its stake in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 2.5% 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 OSI Systems (NASDAQ:OSIS) Updates FY 2025 Earnings Guidance

OSI Systems (NASDAQ:OSIS) Updates FY 2025 Earnings Guidance

OSI Systems (NASDAQ:OSIS – Get Free Report) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 9.100-9.400 for the period, compared to the consensus estimate of 9.160.... More of this article »
Image for Hooked Protocol Price Hits $0.29 on Exchanges (HOOK)

Hooked Protocol Price Hits $0.29 on Exchanges (HOOK)

Hooked Protocol (HOOK) traded down 5% against the dollar during the one day period ending at 7:00 AM Eastern on January 25th. One Hooked Protocol token can now be purchased for about $0.29 or 0.00000273 BTC on major exchanges. During... More of this article »
Image for Carr Financial Group Corp Makes New $470,000 Investment in Lam Research Co. (NASDAQ:LRCX)

Carr Financial Group Corp Makes New $470,000 Investment in Lam Research Co. (NASDAQ:LRCX)

Carr Financial Group Corp acquired a new position in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wells Fargo & Company (NYSE:WFC) Stock Holdings Lifted by RFG Advisory LLC

Wells Fargo & Company (NYSE:WFC) Stock Holdings Lifted by RFG Advisory LLC

RFG Advisory LLC grew its stake in Wells Fargo & Company (NYSE:WFC) by 45.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 36,935 shares of the... More of this article »
Image for Jefferies Financial Group Issues Positive Forecast for Atlassian (NASDAQ:TEAM) Stock Price

Jefferies Financial Group Issues Positive Forecast for Atlassian (NASDAQ:TEAM) Stock Price

Atlassian (NASDAQ:TEAM – Free Report) had its price objective increased by Jefferies Financial Group from $300.00 to $325.00 in a report released on Friday morning,Benzinga reports. They currently have a buy rating on the technology... More of this article »
Image for Viasat (NASDAQ:VSAT) Now Covered by Analysts at Cantor Fitzgerald

Viasat (NASDAQ:VSAT) Now Covered by Analysts at Cantor Fitzgerald

Cantor Fitzgerald assumed coverage on shares of Viasat (NASDAQ:VSAT – Free Report) in a report released on Friday morning, Marketbeat.com reports. The firm issued a neutral rating and a $12.00 price objective on the communications... More of this article »