Home » Author Archive
Global Wealth Management Investment Advisory Inc. Purchases 225 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Global Wealth Management Investment Advisory Inc. grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Norden Group LLC Cuts Holdings in Walmart Inc. (NYSE:WMT)
Norden Group LLC trimmed its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Teledyne Technologies Inc (TDY) Investor Alert: Key Takeaways From Their Latest SEC 10-Q Filing
TDY is facing challenges due to weakening sales in industrial automation and test and measurement markets, supply chain constraints, and cost inflation. Management is focusing on reducing costs, improving performance, and seeking cost... More of this article »
Vicor (NASDAQ:VICR) Downgraded by StockNews.com to Sell
StockNews.com lowered shares of Vicor (NASDAQ:VICR – Free Report) from a hold rating to a sell rating in a research report released on Sunday. VICR has been the topic of a number of other reports. Needham & Company LLC ... More of this article »
Wedgewood Investors Inc. PA Sells 293 Shares of Verizon Communications Inc. (NYSE:VZ)
Wedgewood Investors Inc. PA lessened its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 9,938 shares of... More of this article »
Jackson Creek Investment Advisors LLC Has $384,000 Holdings in Prologis, Inc. (NYSE:PLD)
Jackson Creek Investment Advisors LLC decreased its position in Prologis, Inc. (NYSE:PLD – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
HSBC (LON:HSBA) PT Raised to GBX 830
HSBC (LON:HSBA – Get Free Report) had its price objective raised by investment analysts at Berenberg Bank from GBX 800 ($10.05) to GBX 830 ($10.43) in a report released on Tuesday, MarketBeat reports. The firm currently has... More of this article »
Penobscot Investment Management Company Inc. Sells 1,285 Shares of American Tower Co. (NYSE:AMT)
Penobscot Investment Management Company Inc. lowered its position in shares of American Tower Co. (NYSE:AMT – Free Report) by 15.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Mission Wealth Management LP Cuts Position in Abbott Laboratories (NYSE:ABT)
Mission Wealth Management LP lessened its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Cary Street Partners Asset Management LLC Buys 3,173 Shares of Texas Instruments Incorporated (NASDAQ:TXN)
Cary Street Partners Asset Management LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 13.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Anchor Capital Advisors LLC Makes New $1.07 Million Investment in Fiserv, Inc. (NYSE:FI)
Anchor Capital Advisors LLC acquired a new position in shares of Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 8,064 shares of the business... More of this article »
Pekin Hardy Strauss Inc. Has $887,000 Stake in RTX Co. (NYSE:RTX)
Pekin Hardy Strauss Inc. reduced its position in shares of RTX Co. (NYSE:RTX – Free Report) by 31.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
MONECO Advisors LLC Trims Stock Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
MONECO Advisors LLC cut its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Global Wealth Management Investment Advisory Inc. Has $1.31 Million Stock Holdings in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)
Global Wealth Management Investment Advisory Inc. lowered its stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 11.3% during the fourth quarter, Holdings Channel reports. The institutional... More of this article »
Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) Stock Position Raised by Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC lifted its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Norden Group LLC Reduces Stock Holdings in EMCOR Group, Inc. (NYSE:EME)
Norden Group LLC decreased its holdings in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 11.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Cary Street Partners Investment Advisory LLC Sells 151,860 Shares of Pfizer Inc. (NYSE:PFE)
Cary Street Partners Investment Advisory LLC decreased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 90.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Ewa LLC Boosts Position in Alphabet Inc. (NASDAQ:GOOG)
Ewa LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 26.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,345 shares of the information services provider’s... More of this article »
Stonebridge Financial Planning Group LLC Makes New Investment in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Stonebridge Financial Planning Group LLC acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 895 shares... More of this article »
Victory Capital Management Inc. Has $438.36 Million Position in Lamar Advertising (NASDAQ:LAMR)
Victory Capital Management Inc. lessened its stake in shares of Lamar Advertising (NASDAQ:LAMR – Free Report) by 2.9% during the fourth quarter, Holdings Channel reports. The fund owned 4,124,537 shares of the real estate investment... More of this article »
Flex Ltd. (NASDAQ:FLEX) Shares Sold by Victory Capital Management Inc.
Victory Capital Management Inc. lessened its holdings in Flex Ltd. (NASDAQ:FLEX – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Phraction Management LLC Makes New Investment in Fidelity Cloud Computing ETF (BATS:FCLD)
Phraction Management LLC bought a new position in Fidelity Cloud Computing ETF (BATS:FCLD – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Berry Wealth Group LP Takes $488,000 Position in Lockheed Martin Co. (NYSE:LMT)
Berry Wealth Group LP bought a new position in Lockheed Martin Co. (NYSE:LMT – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,077... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Stake Lifted by Cannell & Co.
Cannell & Co. raised its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 7.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD) Shares Acquired by Win Advisors Inc.
Win Advisors Inc. increased its position in Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD – Free Report) by 11.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Win Advisors Inc. Has $178,000 Position in KeyCorp (NYSE:KEY)
Win Advisors Inc. reduced its position in shares of KeyCorp (NYSE:KEY – Free Report) by 26.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Brandywine Oak Private Wealth LLC Cuts Stake in American Electric Power Company, Inc. (NASDAQ:AEP)
Brandywine Oak Private Wealth LLC trimmed its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
iShares Biotechnology ETF (NASDAQ:IBB) Shares Sold by Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC decreased its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 19.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 4,150 shares of the financial... More of this article »
Brandywine Oak Private Wealth LLC Raises Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
Brandywine Oak Private Wealth LLC lifted its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Cary Street Partners Investment Advisory LLC Trims Stake in Broadcom Inc. (NASDAQ:AVGO)
Cary Street Partners Investment Advisory LLC reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 83.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Mission Wealth Management LP Boosts Stock Position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)
Mission Wealth Management LP grew its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Brighton Jones LLC Purchases 430 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Brighton Jones LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Eli Lilly and Company (NYSE:LLY) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of Eli Lilly and Company (NYSE:LLY – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the nineteen brokerages that are currently covering the firm, Marketbeat.com reports.... More of this article »
Cary Street Partners Investment Advisory LLC Sells 19,026 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Cary Street Partners Investment Advisory LLC cut its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 92.6% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Cozad Asset Management Inc.
Cozad Asset Management Inc. lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 38,832 shares... More of this article »
Duff & Phelps Investment Management Co. Has $11.21 Million Stock Holdings in Western Midstream Partners, LP (NYSE:WES)
Duff & Phelps Investment Management Co. trimmed its position in Western Midstream Partners, LP (NYSE:WES – Free Report) by 14.3% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Kestra Private Wealth Services LLC Has $3.35 Million Holdings in Ally Financial Inc. (NYSE:ALLY)
Kestra Private Wealth Services LLC raised its position in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) by 4.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 95,808 shares... More of this article »
ICW Investment Advisors LLC Buys 269 Shares of The Hershey Company (NYSE:HSY)
ICW Investment Advisors LLC grew its holdings in shares of The Hershey Company (NYSE:HSY – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Berry Wealth Group LP Takes $567,000 Position in Salesforce, Inc. (NYSE:CRM)
Berry Wealth Group LP purchased a new stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 2,156 shares of the CRM provider’s... More of this article »
Global Wealth Management Investment Advisory Inc. Sells 955 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Global Wealth Management Investment Advisory Inc. trimmed its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Oder Investment Management LLC Raises Stock Position in Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (NYSE:LDP)
Oder Investment Management LLC grew its holdings in Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (NYSE:LDP – Free Report) by 52.5% during the 4th quarter, according to its most recent Form 13F filing... More of this article »
Oder Investment Management LLC Increases Stake in BlackRock Taxable Municipal Bond Trust (NYSE:BBN)
Oder Investment Management LLC boosted its holdings in shares of BlackRock Taxable Municipal Bond Trust (NYSE:BBN – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Cary Street Partners Asset Management LLC Invests $3.11 Million in Fiserv, Inc. (NYSE:FI)
Cary Street Partners Asset Management LLC acquired a new position in Fiserv, Inc. (NYSE:FI – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 23,434 shares of the business services provider’s... More of this article »
Hexagon Capital Partners LLC Grows Stock Position in HSBC Holdings plc (NYSE:HSBC)
Hexagon Capital Partners LLC increased its stake in HSBC Holdings plc (NYSE:HSBC – Free Report) by 50.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 6,319 shares of the financial services provider’s... More of this article »
Owen LaRue LLC Makes New Investment in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)
Owen LaRue LLC acquired a new position in shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 44,696 shares of the company’s... More of this article »
Owen LaRue LLC Takes Position in Capital Group Growth ETF (NYSEARCA:CGGR)
Owen LaRue LLC acquired a new stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Prologis, Inc. (NYSE:PLD) Shares Acquired by Oakwell Private Wealth Management LLC
Oakwell Private Wealth Management LLC raised its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Brandywine Oak Private Wealth LLC Sells 813 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)
Brandywine Oak Private Wealth LLC trimmed its holdings in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 6.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »