Home » Author Archive
Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) Stock Position Reduced by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC decreased its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
StoneX Group (NASDAQ:SNEX) Reaches New 52-Week High – Here’s Why
Shares of StoneX Group Inc. (NASDAQ:SNEX – Get Free Report) reached a new 52-week high on Tuesday . The company traded as high as $106.98 and last traded at $107.43, with a volume of 10435 shares. The stock had previously closed... More of this article »
Magnus Financial Group LLC Lowers Holdings in MicroStrategy Incorporated (NASDAQ:MSTR)
Magnus Financial Group LLC decreased its holdings in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Hancock Whitney (NASDAQ:HWC) Issues Earnings Results
Hancock Whitney (NASDAQ:HWC – Get Free Report) announced its quarterly earnings data on Tuesday. The company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.12, Briefing.com reports.... More of this article »
Daymark Wealth Partners LLC Sells 50,601 Shares of United Parcel Service, Inc. (NYSE:UPS)
Daymark Wealth Partners LLC lessened its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 69.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Uber Technologies, Inc. (NYSE:UBER) Shares Bought by Wesbanco Bank Inc.
Wesbanco Bank Inc. grew its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 2.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Stock Holdings Lessened by Aurora Investment Managers LLC.
Aurora Investment Managers LLC. decreased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 23,236 shares of the... More of this article »
Janney Montgomery Scott LLC Acquires 73,593 Shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO)
Janney Montgomery Scott LLC increased its stake in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 8.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 958,426 shares of the company’s stock... More of this article »-2027-municipal-bond-etf-logo-1200x675.jpg?v=20230510111730&w=240&h=220&zc=2){kind=logo}
Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR) to Issue Dividend of $0.06
Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Get Free Report) declared a dividend on Tuesday, January 21st,NASDAQ Dividends reports. Investors of record on Tuesday, January 21st will be paid a dividend of 0.0551... More of this article »
Janney Montgomery Scott LLC Has $110.30 Million Holdings in iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI)
Janney Montgomery Scott LLC reduced its stake in shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F... More of this article »
608 Shares in MetLife, Inc. (NYSE:MET) Bought by Global Trust Asset Management LLC
Global Trust Asset Management LLC bought a new stake in MetLife, Inc. (NYSE:MET – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Lake Hills Wealth Management LLC Acquires Shares of 17,720 AST SpaceMobile, Inc. (NASDAQ:ASTS)
Lake Hills Wealth Management LLC bought a new position in AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Bartlett & CO. Wealth Management LLC Has $93.99 Million Position in Amgen Inc. (NASDAQ:AMGN)
Bartlett & CO. Wealth Management LLC cut its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Sold by Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC lessened its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 6.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
SG Americas Securities LLC Grows Stock Position in Rambus Inc. (NASDAQ:RMBS)
SG Americas Securities LLC lifted its stake in shares of Rambus Inc. (NASDAQ:RMBS – Free Report) by 1,657.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 552,173 shares of the semiconductor company’s... More of this article »
iShares China Large-Cap ETF (NYSEARCA:FXI) Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC boosted its stake in shares of iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) by 25.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 4,193,345 shares of the exchange... More of this article »
LiveWire Group (NYSE:LVWR) Sets New 52-Week Low – Here’s Why
LiveWire Group, Inc. (NYSE:LVWR – Get Free Report)’s share price reached a new 52-week low on Tuesday . The company traded as low as $4.00 and last traded at $4.08, with a volume of 96560 shares changing hands. The stock... More of this article »
Entergy (NYSE:ETR) Reaches New 52-Week High – Here’s What Happened
Entergy Corporation (NYSE:ETR – Get Free Report) shares hit a new 52-week high during trading on Tuesday . The stock traded as high as $82.92 and last traded at $82.96, with a volume of 1050 shares traded. The stock had previously... More of this article »
Baker Ellis Asset Management LLC Sells 418 Shares of Discover Financial Services (NYSE:DFS)
Baker Ellis Asset Management LLC trimmed its stake in shares of Discover Financial Services (NYSE:DFS) by 1.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 31,179 shares of... More of this article »
Pure Financial Advisors LLC Takes $259,000 Position in Shopify Inc. (NYSE:SHOP)
Pure Financial Advisors LLC purchased a new position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Phillips Wealth Planners LLC Lowers Stock Position in TC Energy Co. (NYSE:TRP)
Phillips Wealth Planners LLC lessened its position in shares of TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) by 15.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 6,733 shares of the... More of this article »
Phillips Wealth Planners LLC Grows Position in Vanguard FTSE Pacific ETF (NYSEARCA:VPL)
Phillips Wealth Planners LLC raised its position in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Ares Capital (NASDAQ:ARCC) Sets New 1-Year High – What’s Next?
Shares of Ares Capital Co. (NASDAQ:ARCC – Get Free Report) reached a new 52-week high on Tuesday . The company traded as high as $23.22 and last traded at $23.38, with a volume of 18610 shares changing hands. The stock had previously... More of this article »
Canada Carbon (CVE:CCB) Stock Price Down 25% – What’s Next?
Canada Carbon Inc. (CVE:CCB – Get Free Report)’s stock price fell 25% during mid-day trading on Tuesday . The stock traded as low as C$0.02 and last traded at C$0.02. 101,428 shares traded hands during trading, a decline... More of this article »
Daymark Wealth Partners LLC Buys 8,239 Shares of Intercontinental Exchange, Inc. (NYSE:ICE)
Daymark Wealth Partners LLC grew its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 69.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
BlackRock Floating Rate Income Trust Enters Standstill Agreement with Saba Capital Management, L.P.On January 20, 2025, BlackRock Floating Rate Income Trust and BlackRock Advisors, LLC, the Investment Advisor, disclosed the execution of a standstill
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read BlackRock Floating Rate Income Trust’s 8K filing here. About BlackRock Floating... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Sold by Royal Fund Management LLC
Royal Fund Management LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 47.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 4,071 shares of the oil and... More of this article »
Advisory Alpha LLC Has $665,000 Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)
Advisory Alpha LLC raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 9.6% during the 4th quarter, Holdings Channel reports. The fund owned 4,328 shares of the wireless technology company’s stock... More of this article »
Advisory Alpha LLC Has $608,000 Stock Position in VanEck Semiconductor ETF (NASDAQ:SMH)
Advisory Alpha LLC lifted its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 13.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,509 shares of the company’s stock... More of this article »
MongoDB, Inc. (NASDAQ:MDB) CEO Dev Ittycheria Sells 8,335 Shares
MongoDB, Inc. (NASDAQ:MDB – Get Free Report) CEO Dev Ittycheria sold 8,335 shares of the stock in a transaction that occurred on Friday, January 17th. The stock was sold at an average price of $254.86, for a total transaction... More of this article »
Simon Quick Advisors LLC Purchases 32 Shares of The Sherwin-Williams Company (NYSE:SHW)
Simon Quick Advisors LLC increased its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Albion Financial Group UT Boosts Stake in Yum! Brands, Inc. (NYSE:YUM)
Albion Financial Group UT raised its position in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 24.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Simon Quick Advisors LLC Acquires 537 Shares of Union Pacific Co. (NYSE:UNP)
Simon Quick Advisors LLC boosted its holdings in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 16.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Crossmark Global Holdings Inc. Sells 2,402 Shares of Aon plc (NYSE:AON)
Crossmark Global Holdings Inc. reduced its position in Aon plc (NYSE:AON – Free Report) by 23.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 7,691 shares of the financial services provider’s stock... More of this article »
Becton, Dickinson and Company (NYSE:BDX) EVP Michael David Garrison Sells 597 Shares
Becton, Dickinson and Company (NYSE:BDX – Get Free Report) EVP Michael David Garrison sold 597 shares of the firm’s stock in a transaction on Friday, January 17th. The stock was sold at an average price of $236.51, for... More of this article »
MicroStrategy Incorporated (NASDAQ:MSTR) Shares Acquired by Ballentine Partners LLC
Ballentine Partners LLC increased its position in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) by 6.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,322 shares of the software... More of this article »
Pure Financial Advisors LLC Takes $226,000 Position in Dominion Energy, Inc. (NYSE:D)
Pure Financial Advisors LLC purchased a new stake in shares of Dominion Energy, Inc. (NYSE:D – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 4,197 shares of the utilities provider’s stock,... More of this article »
Barclays Lowers BorgWarner (NYSE:BWA) Price Target to $43.00
BorgWarner (NYSE:BWA – Free Report) had its price objective cut by Barclays from $47.00 to $43.00 in a report issued on Wednesday,Benzinga reports. They currently have an overweight rating on the auto parts company’s stock. Several... More of this article »
Barclays Has Lowered Expectations for Eversource Energy (NYSE:ES) Stock Price
Eversource Energy (NYSE:ES – Free Report) had its price objective cut by Barclays from $72.00 to $69.00 in a research note published on Wednesday,Benzinga reports. They currently have an equal weight rating on the utilities provider’s... More of this article »
Advisory Alpha LLC Makes New $395,000 Investment in FS KKR Capital Corp. (NYSE:FSK)
Advisory Alpha LLC acquired a new stake in shares of FS KKR Capital Corp. (NYSE:FSK – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 18,167 shares of the company’s stock, valued at approximately... More of this article »
Advisory Alpha LLC Buys 1,796 Shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)
Advisory Alpha LLC increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 6.5% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Dakota Wealth Management Sells 5,146 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Dakota Wealth Management lowered its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 14.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
LiveRamp Holdings, Inc. (NYSE:RAMP) Shares Sold by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH lowered its position in LiveRamp Holdings, Inc. (NYSE:RAMP – Free Report) by 13.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 784,830... More of this article »
GoodRx Holdings, Inc. (NASDAQ:GDRX) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of GoodRx Holdings, Inc. (NASDAQ:GDRX – Get Free Report) have been given a consensus rating of “Moderate Buy” by the fifteen analysts that are covering the company, MarketBeat.com reports. Five analysts have... More of this article »
Simon Quick Advisors LLC Has $764,000 Stake in Dayforce Inc (NYSE:DAY)
Simon Quick Advisors LLC reduced its stake in Dayforce Inc (NYSE:DAY – Free Report) by 21.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Ballentine Partners LLC Raises Stake in Kilroy Realty Co. (NYSE:KRC)
Ballentine Partners LLC raised its stake in shares of Kilroy Realty Co. (NYSE:KRC – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Brokerages Set Associated Banc-Corp (NYSE:ASB) PT at $26.00
Associated Banc-Corp (NYSE:ASB – Get Free Report) has been given an average rating of “Hold” by the ten ratings firms that are presently covering the company, MarketBeat Ratings reports. Nine investment analysts... More of this article »
Flutter Entertainment plc (NYSE:FLUT) Shares Bought by Harbor Investment Advisory LLC
Harbor Investment Advisory LLC lifted its stake in shares of Flutter Entertainment plc (NYSE:FLUT – Free Report) by 64.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »