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US Bancorp DE Has $6.14 Million Holdings in Cognizant Technology Solutions Co. (NASDAQ:CTSH)
US Bancorp DE trimmed its position in Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Modera Wealth Management LLC Acquires 206 Shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL)
Modera Wealth Management LLC lifted its holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 7.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,878 shares of the... More of this article »
Modera Wealth Management LLC Buys 563 Shares of Dominion Energy, Inc. (NYSE:D)
Modera Wealth Management LLC boosted its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 5.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Fisher Asset Management LLC Has $4.19 Million Holdings in Micron Technology, Inc. (NASDAQ:MU)
Fisher Asset Management LLC trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 1.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Modera Wealth Management LLC Has $464,000 Holdings in Gilead Sciences, Inc. (NASDAQ:GILD)
Modera Wealth Management LLC lifted its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Modera Wealth Management LLC Makes New $407,000 Investment in T. Rowe Price Group, Inc. (NASDAQ:TROW)
Modera Wealth Management LLC acquired a new stake in shares of T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Vanguard Total Bond Market ETF (NASDAQ:BND) Stake Boosted by Smithfield Trust Co
Smithfield Trust Co lifted its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 12.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Has $280.27 Million Holdings in Vanguard Value ETF (NYSEARCA:VTV)
Assetmark Inc. increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Assetmark Inc. Reduces Stock Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Assetmark Inc. lessened its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Sprouts Farmers Market, Inc. (NASDAQ:SFM) Shares Sold by Assetmark Inc.
Assetmark Inc. decreased its holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 15.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 875,908 shares... More of this article »
Smithfield Trust Co Lowers Stock Position in Vanguard ESG International Stock ETF (BATS:VSGX)
Smithfield Trust Co trimmed its position in shares of Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Aigen Investment Management LP Buys 25,346 Shares of CDW Co. (NASDAQ:CDW)
Aigen Investment Management LP raised its holdings in CDW Co. (NASDAQ:CDW – Free Report) by 714.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Assetmark Inc. Buys 33,105 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
Assetmark Inc. lifted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Cbre Investment Management Listed Real Assets LLC Acquires Shares of 32,620 American Electric Power Company, Inc. (NASDAQ:AEP)
Cbre Investment Management Listed Real Assets LLC acquired a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Cbre Investment Management Listed Real Assets LLC Has $26 Million Stake in STAG Industrial, Inc. (NYSE:STAG)
Cbre Investment Management Listed Real Assets LLC trimmed its holdings in STAG Industrial, Inc. (NYSE:STAG – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Assetmark Inc. Sells 3,005 Shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Assetmark Inc. trimmed its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Genuine Parts (NYSE:GPC) Shares Bought by Sound Financial Strategies Group LLC
Sound Financial Strategies Group LLC grew its position in shares of Genuine Parts (NYSE:GPC – Free Report) by 33.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Aigen Investment Management LP Acquires Shares of 59,679 Carnival Co. & plc (NYSE:CCL)
Aigen Investment Management LP bought a new position in shares of Carnival Co. & plc (NYSE:CCL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Top Mid Cap Stocks To Research – March 4th
ProShares UltraPro Short QQQ, Direxion Daily TSLA Bull 2X Shares, Hims & Hers Health, American Airlines Group, and MARA are the five Mid Cap stocks to watch today, according to MarketBeat’s stock screener tool. Mid cap... More of this article »
27,000 Shares in PVH Corp. (NYSE:PVH) Bought by Clark Estates Inc. NY
Clark Estates Inc. NY purchased a new stake in PVH Corp. (NYSE:PVH – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 27,000 shares of the textile... More of this article »
Pool Co. (NASDAQ:POOL) Shares Sold by Academy Capital Management
Academy Capital Management lessened its stake in shares of Pool Co. (NASDAQ:POOL – Free Report) by 1.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 17,481 shares of the specialty retailer’s... More of this article »
Clark Estates Inc. NY Invests $2.26 Million in Helen of Troy Limited (NASDAQ:HELE)
Clark Estates Inc. NY bought a new position in Helen of Troy Limited (NASDAQ:HELE – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Glass Wealth Management Co LLC Sells 680 Shares of Applied Materials, Inc. (NASDAQ:AMAT)
Glass Wealth Management Co LLC lowered its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Clark Estates Inc. NY Trims Stake in The Kraft Heinz Company (NASDAQ:KHC)
Clark Estates Inc. NY lessened its stake in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 10.8% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 81,700 shares of the... More of this article »
Triad Wealth Partners LLC Takes $463,000 Position in Cencora, Inc. (NYSE:COR)
Triad Wealth Partners LLC purchased a new position in Cencora, Inc. (NYSE:COR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Clark Estates Inc. NY Sells 17,314 Shares of Perdoceo Education Co. (NASDAQ:PRDO)
Clark Estates Inc. NY lessened its stake in shares of Perdoceo Education Co. (NASDAQ:PRDO – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Clark Estates Inc. NY Invests $3.06 Million in Vontier Co. (NYSE:VNT)
Clark Estates Inc. NY purchased a new position in shares of Vontier Co. (NYSE:VNT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
abrdn Physical Gold Shares ETF (NYSEARCA:SGOL) Shares Sold by BCM Advisors LLC
BCM Advisors LLC lessened its stake in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 9.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Salesforce, Inc. (NYSE:CRM) Stock Position Raised by Assetmark Inc.
Assetmark Inc. increased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 32.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Atria Investments Inc Has $15.67 Million Position in First Trust Innovation Leaders ETF (NYSEARCA:ILDR)
Atria Investments Inc lessened its stake in shares of First Trust Innovation Leaders ETF (NYSEARCA:ILDR – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
LVZ Inc. Has $2.33 Million Stock Position in Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD)
LVZ Inc. increased its stake in shares of Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD – Free Report) by 2.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Atria Investments Inc Increases Stake in Parker-Hannifin Co. (NYSE:PH)
Atria Investments Inc raised its holdings in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
LVZ Inc. Acquires 328 Shares of General Dynamics Co. (NYSE:GD)
LVZ Inc. lifted its stake in General Dynamics Co. (NYSE:GD – Free Report) by 16.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,372 shares of the aerospace... More of this article »
Atria Investments Inc Sells 89,582 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
Atria Investments Inc decreased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 31.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
OppFi (NYSE:OPFI) Issues FY 2025 Earnings Guidance
OppFi (NYSE:OPFI – Get Free Report) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.060-1.070 for the period, compared to the consensus earnings per... More of this article »
Principal U.S. Mega-Cap ETF (NASDAQ:USMC) is Symphony Financial Services Inc.’s 3rd Largest Position
Symphony Financial Services Inc. raised its stake in Principal U.S. Mega-Cap ETF (NASDAQ:USMC – Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
TXO Partners (NYSE:TXO) Releases Quarterly Earnings Results, Misses Estimates By $0.13 EPS
TXO Partners (NYSE:TXO – Get Free Report) posted its quarterly earnings data on Tuesday. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.13), Zacks reports. The firm... More of this article »
Healthcare Stocks To Add to Your Watchlist – March 4th
Alphabet, Salesforce, and UnitedHealth Group are the three Healthcare stocks to watch today, according to MarketBeat’s stock screener tool. Healthcare stocks are shares of companies that operate within the healthcare sector,... More of this article »
Top Metaverse Stocks To Add to Your Watchlist – March 4th
NVIDIA, Accenture, Globant, SK Telecom, Future FinTech Group, PowerUp Acquisition, and Super League Enterprise are the seven Metaverse stocks to watch today, according to MarketBeat’s stock screener tool. Metaverse stocks are... More of this article »
Atria Investments Inc Increases Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Atria Investments Inc lifted its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Jackson Financial Inc. (NYSE:JXN) Shares Bought by LVZ Inc.
LVZ Inc. lifted its holdings in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) by 27.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Symphony Financial Services Inc. Boosts Stock Holdings in VanEck Semiconductor ETF (NASDAQ:SMH)
Symphony Financial Services Inc. lifted its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Bunzl (LON:BNZL) Releases Quarterly Earnings Results
Bunzl (LON:BNZL – Get Free Report) announced its earnings results on Monday. The company reported GBX 194.30 ($2.49) EPS for the quarter, Digital Look Earnings reports. Bunzl had a return on equity of 16.82% and a net margin... More of this article »
3,902 Shares in Chevron Co. (NYSE:CVX) Bought by Triad Wealth Partners LLC
Triad Wealth Partners LLC bought a new stake in Chevron Co. (NYSE:CVX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Snider Financial Group Lowers Stock Holdings in Autodesk, Inc. (NASDAQ:ADSK)
Snider Financial Group cut its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 6.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Triad Wealth Partners LLC Takes Position in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Triad Wealth Partners LLC bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Triad Wealth Partners LLC Buys New Holdings in ServiceNow, Inc. (NYSE:NOW)
Triad Wealth Partners LLC purchased a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Triad Wealth Partners LLC Invests $1.07 Million in iShares U.S. Infrastructure ETF (BATS:IFRA)
Triad Wealth Partners LLC acquired a new position in iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »