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Andina Capital Management LLC Has $236,000 Stock Holdings in Pfizer Inc. (NYSE:PFE)
Andina Capital Management LLC reduced its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 12.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,889 shares of the biopharmaceutical... More of this article »
Baron Financial Group LLC Purchases Shares of 1,275 Blackstone Inc. (NYSE:BX)
Baron Financial Group LLC bought a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Rockwood Wealth Management LLC Purchases 1,182 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Rockwood Wealth Management LLC increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 30.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,052 shares of the company’s... More of this article »
Embree Financial Group Reduces Position in Caterpillar Inc. (NYSE:CAT)
Embree Financial Group reduced its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 13.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Marshall Financial Group LLC Increases Stake in Mastercard Incorporated (NYSE:MA)
Marshall Financial Group LLC raised its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.7% during the 4th quarter, HoldingsChannel reports. The fund owned 4,003 shares of the credit services provider’s... More of this article »
Lockheed Martin Co. (NYSE:LMT) Shares Bought by Smith Chas P & Associates PA Cpas
Smith Chas P & Associates PA Cpas lifted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 82,520 shares of the aerospace... More of this article »
Regatta Capital Group LLC Increases Stake in iShares Select Dividend ETF (NASDAQ:DVY)
Regatta Capital Group LLC increased its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 6.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,965 shares of the company’s stock... More of this article »
Requisite Capital Management LLC Invests $232,000 in Bank of America Co. (NYSE:BAC)
Requisite Capital Management LLC bought a new stake in Bank of America Co. (NYSE:BAC) in the fourth quarter, HoldingsChannel reports. The fund bought 5,276 shares of the financial services provider’s stock, valued at approximately... More of this article »
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Sold by Baron Financial Group LLC
Baron Financial Group LLC cut its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Comcast Co. (NASDAQ:CMCSA) Shares Sold by Harrell Investment Partners LLC
Harrell Investment Partners LLC trimmed its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 1.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Archford Capital Strategies LLC Has $12.25 Million Stake in Vanguard Value ETF (NYSEARCA:VTV)
Archford Capital Strategies LLC trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Duncan Williams Asset Management LLC Makes New Investment in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Duncan Williams Asset Management LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 78,284 shares of the company’s... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Sold by Embree Financial Group
Embree Financial Group decreased its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 4.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 27,067 shares of the healthcare... More of this article »
Insight Inv LLC Purchases Shares of 465 Lockheed Martin Co. (NYSE:LMT)
Insight Inv LLC acquired a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Position Trimmed by Park Edge Advisors LLC
Park Edge Advisors LLC lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 24.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
First Citizens Bank & Trust Co. Trims Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
First Citizens Bank & Trust Co. reduced its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 22,101... More of this article »
Cyndeo Wealth Partners LLC Grows Stake in Netflix, Inc. (NASDAQ:NFLX)
Cyndeo Wealth Partners LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 6.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Cyndeo Wealth Partners LLC Has $2.51 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)
Cyndeo Wealth Partners LLC decreased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Shares Bought by Alpha Financial Advisors LLC
Alpha Financial Advisors LLC grew its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 12.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Stablepoint Partners LLC Purchases 304 Shares of Duke Energy Co. (NYSE:DUK)
Stablepoint Partners LLC raised its position in Duke Energy Co. (NYSE:DUK – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Investment Research & Advisory Group Inc. Raises Position in Danaher Co. (NYSE:DHR)
Investment Research & Advisory Group Inc. increased its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 3.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 5,338 shares... More of this article »
Avior Wealth Management LLC Trims Position in Duke Energy Co. (NYSE:DUK)
Avior Wealth Management LLC reduced its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 8.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Clarendon Private LLC Takes Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Clarendon Private LLC purchased a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Embree Financial Group
Embree Financial Group decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Avaii Wealth Management LLC Has $9.11 Million Stake in Pacer US Cash Cows 100 ETF (BATS:COWZ)
Avaii Wealth Management LLC increased its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 0.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 161,308 shares of the company’s... More of this article »
Team Hewins LLC Invests $630,000 in Vanguard Growth ETF (NYSEARCA:VUG)
Team Hewins LLC acquired a new position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Avaii Wealth Management LLC Makes New $250,000 Investment in Palantir Technologies Inc. (NASDAQ:PLTR)
Avaii Wealth Management LLC acquired a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) Shares Bought by First Citizens Bank & Trust Co.
First Citizens Bank & Trust Co. boosted its position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
KFG Wealth Management LLC Purchases 765 Shares of The Hershey Company (NYSE:HSY)
KFG Wealth Management LLC lifted its position in shares of The Hershey Company (NYSE:HSY – Free Report) by 21.3% in the fourth quarter, HoldingsChannel reports. The fund owned 4,357 shares of the company’s stock after... More of this article »
1834 Investment Advisors Co. Cuts Position in Wells Fargo & Company (NYSE:WFC)
1834 Investment Advisors Co. lowered its position in shares of Wells Fargo & Company (NYSE:WFC) by 10.6% in the fourth quarter, Holdings Channel reports. The firm owned 19,592 shares of the financial services provider’s... More of this article »
Flagship Private Wealth LLC Buys 50,150 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
Flagship Private Wealth LLC increased its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 120.8% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Archford Capital Strategies LLC Increases Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Archford Capital Strategies LLC lifted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.0% during the 4th quarter, Holdings Channel reports. The firm owned 4,101 shares of the medical research company’s... More of this article »
Osisko Gold Royalties (NYSE:OR) Share Price Passes Above Two Hundred Day Moving Average – Should You Sell?
Osisko Gold Royalties Ltd (NYSE:OR – Get Free Report) shares passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $18.47 and traded as high as $19.14. Osisko Gold Royalties... More of this article »
Insight Inv LLC Has $1.97 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)
Insight Inv LLC boosted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Tamarack Valley Energy (OTCMKTS:TNEYF) Stock Price Passes Below Fifty Day Moving Average – Here’s What Happened
Tamarack Valley Energy Ltd. (OTCMKTS:TNEYF – Get Free Report)’s stock price passed below its 50 day moving average during trading on Friday . The stock has a 50 day moving average of $3.21 and traded as low as $3.15. Tamarack... More of this article »
Rockwood Wealth Management LLC Purchases Shares of 9,392 Schwab US Broad Market ETF (NYSEARCA:SCHB)
Rockwood Wealth Management LLC acquired a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Ultra Lithium (CVE:ULI) Shares Cross Below 50 Day Moving Average – Here’s What Happened
Shares of Ultra Lithium Inc (CVE:ULI – Get Free Report) passed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of C$0.08 and traded as low as C$0.07. Ultra Lithium shares last... More of this article »
Clearside Biomedical (NASDAQ:CLSD) Stock Price Passes Below 50 Day Moving Average – Here’s Why
Clearside Biomedical, Inc. (NASDAQ:CLSD – Get Free Report) passed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $0.99 and traded as low as $0.90. Clearside Biomedical shares... More of this article »
CVS Health Co. (NYSE:CVS) Shares Sold by Stablepoint Partners LLC
Stablepoint Partners LLC decreased its stake in CVS Health Co. (NYSE:CVS – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Stablepoint Partners LLC Boosts Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Stablepoint Partners LLC lifted its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 13.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Duke Energy Co. (NYSE:DUK) Shares Sold by Marshall Financial Group LLC
Marshall Financial Group LLC cut its position in Duke Energy Co. (NYSE:DUK – Free Report) by 5.8% during the fourth quarter, HoldingsChannel reports. The firm owned 7,992 shares of the utilities provider’s stock after... More of this article »
Duncan Williams Asset Management LLC Invests $612,000 in The Goldman Sachs Group, Inc. (NYSE:GS)
Duncan Williams Asset Management LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 1,069 shares of the investment... More of this article »
United Parcel Service, Inc. (NYSE:UPS) is Jamison Private Wealth Management Inc.’s 4th Largest Position
Jamison Private Wealth Management Inc. increased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the SEC.... More of this article »
Andina Capital Management LLC Sells 131 Shares of Applied Materials, Inc. (NASDAQ:AMAT)
Andina Capital Management LLC lessened its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 8.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,379 shares of the manufacturing equipment... More of this article »
Marshall Financial Group LLC Boosts Stock Holdings in McDonald’s Co. (NYSE:MCD)
Marshall Financial Group LLC grew its position in McDonald’s Co. (NYSE:MCD – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Team Hewins LLC Takes Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Team Hewins LLC purchased a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Brighton Jones LLC Increases Stake in The Progressive Co. (NYSE:PGR)
Brighton Jones LLC grew its position in The Progressive Co. (NYSE:PGR – Free Report) by 15.6% during the 4th quarter, Holdings Channel reports. The fund owned 3,392 shares of the insurance provider’s stock after buying... More of this article »
iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Summit Investment Advisory Services LLC’s 7th Largest Position
Summit Investment Advisory Services LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 73,658 shares... More of this article »