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Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $3.85 Million Stock Position in Bank of America Co. (NYSE:BAC)
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Bank of America Co. (NYSE:BAC – Free Report) by 16.1% in the fourth quarter, according to its most recent disclosure with the SEC. The... More of this article »
PFG Investments LLC Raises Stock Holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
PFG Investments LLC raised its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,566... More of this article »
iShares iBonds 2026 Term High Yield and Income ETF (BATS:IBHF) Shares Acquired by Klaas Financial Asset Advisors LLC
Klaas Financial Asset Advisors LLC raised its position in iShares iBonds 2026 Term High Yield and Income ETF (BATS:IBHF – Free Report) by 20.3% during the 4th quarter, according to the company in its most recent filing with... More of this article »
Klaas Financial Asset Advisors LLC Purchases 32,230 Shares of iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)
Klaas Financial Asset Advisors LLC boosted its position in shares of iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC – Free Report) by 27.1% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Shares Acquired by Blue Trust Inc.
Blue Trust Inc. grew its stake in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 50.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Blue Trust Inc. Sells 4,140 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)
Blue Trust Inc. lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Granite Group Advisors LLC Reduces Position in The PNC Financial Services Group, Inc. (NYSE:PNC)
Granite Group Advisors LLC decreased its holdings in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Cathy Pareto & Associates Inc. Acquires New Holdings in Global X U.S. Infrastructure Development ETF (BATS:PAVE)
Cathy Pareto & Associates Inc. bought a new position in shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Kingswood Wealth Advisors LLC Makes New $2.66 Million Investment in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
Kingswood Wealth Advisors LLC acquired a new stake in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Position Lowered by Legacy Financial Group LLC
Legacy Financial Group LLC reduced its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Has $876,000 Stock Holdings in Arm Holdings plc (NASDAQ:ARM)
Stonehage Fleming Financial Services Holdings Ltd lowered its holdings in Arm Holdings plc (NASDAQ:ARM – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Dominion Energy, Inc. (NYSE:D) Shares Sold by Maple Brown Abbott Ltd
Maple Brown Abbott Ltd reduced its stake in Dominion Energy, Inc. (NYSE:D – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Dell Technologies Inc. (NYSE:DELL) Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lessened its holdings in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent... More of this article »
OGE Energy (NYSE:OGE) vs. Alaska Power & Telephone (OTCMKTS:APTL) Head to Head Survey
OGE Energy (NYSE:OGE – Get Free Report) and Alaska Power & Telephone (OTCMKTS:APTL – Get Free Report) are both utilities companies, but which is the better investment? We will contrast the two companies based on the... More of this article »
Drive Wealth Management LLC Trims Stock Position in iShares U.S. Healthcare Providers ETF (NYSEARCA:IHF)
Drive Wealth Management LLC cut its stake in shares of iShares U.S. Healthcare Providers ETF (NYSEARCA:IHF – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
First Citizens Bank & Trust Co. Reduces Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)
First Citizens Bank & Trust Co. decreased its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 81.4% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Drive Wealth Management LLC Boosts Stake in VanEck Mortgage REIT Income ETF (NYSEARCA:MORT)
Drive Wealth Management LLC lifted its holdings in VanEck Mortgage REIT Income ETF (NYSEARCA:MORT – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
E Fund Management Hong Kong Co. Ltd. Boosts Stock Holdings in The Trade Desk, Inc. (NASDAQ:TTD)
E Fund Management Hong Kong Co. Ltd. lifted its position in shares of The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 35,100.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
E Fund Management Hong Kong Co. Ltd. Has $1.40 Million Stock Position in Legend Biotech Co. (NASDAQ:LEGN)
E Fund Management Hong Kong Co. Ltd. reduced its stake in Legend Biotech Co. (NASDAQ:LEGN – Free Report) by 19.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Schwab U.S. TIPS ETF (NYSEARCA:SCHP) Stake Increased by Peak Financial Management Inc.
Peak Financial Management Inc. increased its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 103.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
iShares MSCI USA Quality Factor ETF (BATS:QUAL) Stock Holdings Lifted by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 13.8% in the 4th quarter, according to its most recent Form 13F... More of this article »
Moody Lynn & Lieberson LLC Buys Shares of 41 Booking Holdings Inc. (NASDAQ:BKNG)
Moody Lynn & Lieberson LLC purchased a new position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Petix & Botte Co Acquires 70,332 Shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)
Petix & Botte Co raised its holdings in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 527.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Fifth Third Bancorp Sells 5,952 Shares of Veralto Co. (NYSE:VLTO)
Fifth Third Bancorp trimmed its holdings in Veralto Co. (NYSE:VLTO – Free Report) by 9.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 53,997 shares... More of this article »
Novare Capital Management LLC Trims Stock Holdings in Blackstone Inc. (NYSE:BX)
Novare Capital Management LLC lowered its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 3.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
CX Institutional Decreases Stock Holdings in iShares Silver Trust (NYSEARCA:SLV)
CX Institutional decreased its position in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 61.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Sound Income Strategies LLC Purchases 88 Shares of NXP Semiconductors (NASDAQ:NXPI)
Sound Income Strategies LLC lifted its position in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 169.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Sound Income Strategies LLC Sells 292 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)
Sound Income Strategies LLC decreased its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 54.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
258,870 Shares in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Purchased by Petix & Botte Co
Petix & Botte Co bought a new stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 258,870 shares of the company’s... More of this article »
Stablepoint Partners LLC Sells 2,889 Shares of ARK Innovation ETF (NYSEARCA:ARKK)
Stablepoint Partners LLC cut its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 11.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Stablepoint Partners LLC Has $1.15 Million Stake in Steel Dynamics, Inc. (NASDAQ:STLD)
Stablepoint Partners LLC raised its holdings in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Linden Thomas Advisory Services LLC Boosts Stock Position in AMC Networks Inc. (NASDAQ:AMCX)
Linden Thomas Advisory Services LLC lifted its position in AMC Networks Inc. (NASDAQ:AMCX – Free Report) by 16.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
First Citizens Bank & Trust Co. Grows Holdings in American Express (NYSE:AXP)
First Citizens Bank & Trust Co. raised its position in American Express (NYSE:AXP) by 4.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,876 shares of the... More of this article »
First Citizens Bank & Trust Co. Reduces Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)
First Citizens Bank & Trust Co. lessened its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 14.6% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Archford Capital Strategies LLC Trims Stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE)
Archford Capital Strategies LLC reduced its holdings in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 24.3% during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Flagship Harbor Advisors LLC Acquires 33,484 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
Flagship Harbor Advisors LLC boosted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 212.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Harel Insurance Investments & Financial Services Ltd.
Harel Insurance Investments & Financial Services Ltd. trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.3% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Gradient Investments LLC
Gradient Investments LLC lowered its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 39,428 shares... More of this article »
Broadridge Financial Solutions, Inc. (NYSE:BR) Stock Holdings Lifted by CX Institutional
CX Institutional lifted its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,471 shares... More of this article »
Linden Thomas Advisory Services LLC Grows Stock Position in Insteel Industries, Inc. (NASDAQ:IIIN)
Linden Thomas Advisory Services LLC increased its holdings in Insteel Industries, Inc. (NASDAQ:IIIN – Free Report) by 16.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Cyndeo Wealth Partners LLC Invests $271,000 in iShares High Yield Bond Factor ETF (BATS:HYDB)
Cyndeo Wealth Partners LLC purchased a new position in shares of iShares High Yield Bond Factor ETF (BATS:HYDB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cyndeo Wealth Partners LLC Purchases New Position in Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK)
Cyndeo Wealth Partners LLC bought a new position in shares of Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Linden Thomas Advisory Services LLC Invests $594,000 in iShares Russell Top 200 Value ETF (NYSEARCA:IWX)
Linden Thomas Advisory Services LLC acquired a new position in iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired... More of this article »
Cyndeo Wealth Partners LLC Sells 258 Shares of iShares MSCI Denmark ETF (BATS:EDEN)
Cyndeo Wealth Partners LLC lowered its stake in iShares MSCI Denmark ETF (BATS:EDEN – Free Report) by 11.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Geneos Wealth Management Inc. Has $1.36 Million Stock Holdings in Abbott Laboratories (NYSE:ABT)
Geneos Wealth Management Inc. lessened its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Insider Buying: Lakeland Industries, Inc. (NASDAQ:LAKE) CEO Buys $24,992.00 in Stock
Lakeland Industries, Inc. (NASDAQ:LAKE – Get Free Report) CEO James M. Jenkins acquired 1,136 shares of the firm’s stock in a transaction that occurred on Wednesday, January 22nd. The stock was acquired at an average price... More of this article »
Fifth Third Bancorp Acquires 1,167 Shares of Cencora, Inc. (NYSE:COR)
Fifth Third Bancorp increased its holdings in shares of Cencora, Inc. (NYSE:COR – Free Report) by 6.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
NewAmsterdam Pharma (NASDAQ:NAMS) Receives $39.80 Consensus Target Price from Analysts
NewAmsterdam Pharma (NASDAQ:NAMS – Get Free Report) has earned an average recommendation of “Buy” from the six analysts that are covering the company, MarketBeat Ratings reports. Six equities research analysts have... More of this article »