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SWP Financial LLC Invests $1.95 Million in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
SWP Financial LLC acquired a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
507,767 Shares in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) Bought by Main Line Retirement Advisors LLC
Main Line Retirement Advisors LLC purchased a new position in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Purchased by KBC Group NV
KBC Group NV grew its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Kavar Capital Partners Group LLC Has $6.94 Million Stock Holdings in Becton, Dickinson and Company (NYSE:BDX)
Kavar Capital Partners Group LLC trimmed its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 3.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
West Wealth Group LLC Buys 9,793 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
West Wealth Group LLC grew its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 12.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
North Point Portfolio Managers Corp OH Reduces Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
North Point Portfolio Managers Corp OH cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Tennessee Valley Asset Management Partners Buys 4,596 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Tennessee Valley Asset Management Partners raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.2% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
James Hambro & Partners LLP Raises Holdings in AMETEK, Inc. (NYSE:AME)
James Hambro & Partners LLP boosted its stake in AMETEK, Inc. (NYSE:AME – Free Report) by 77.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Rosenblatt Securities Reaffirms “Buy” Rating for Meta Platforms (NASDAQ:META)
Meta Platforms (NASDAQ:META – Get Free Report)‘s stock had its “buy” rating reiterated by Rosenblatt Securities in a research report issued on Monday,Benzinga reports. They presently have a $811.00 price objective... More of this article »
McLean Asset Management Corp Increases Stake in Caterpillar Inc. (NYSE:CAT)
McLean Asset Management Corp raised its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 8.8% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 801 shares... More of this article »
Mount Yale Investment Advisors LLC Sells 5,011 Shares of The Sherwin-Williams Company (NYSE:SHW)
Mount Yale Investment Advisors LLC cut its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 47.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Stock Holdings Lifted by Kavar Capital Partners Group LLC
Kavar Capital Partners Group LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 217.6% in the fourth quarter, according to its most recent 13F filing with the... More of this article »
STERIS plc (NYSE:STE) Shares Bought by Kavar Capital Partners Group LLC
Kavar Capital Partners Group LLC grew its position in STERIS plc (NYSE:STE – Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Refined Wealth Management Boosts Position in Bitwise Bitcoin ETF (NYSEARCA:BITB)
Refined Wealth Management raised its stake in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Avidbank (OTCMKTS:AVBH) Releases Quarterly Earnings Results, Beats Expectations By $0.17 EPS
Avidbank (OTCMKTS:AVBH – Get Free Report) posted its earnings results on Monday. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.17, Zacks reports.... More of this article »
Maj Invest Holding A S Has $1.68 Million Stock Position in Intel Co. (NASDAQ:INTC)
Maj Invest Holding A S lessened its stake in Intel Co. (NASDAQ:INTC – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
North Point Portfolio Managers Corp OH Makes New Investment in Broadstone Net Lease, Inc. (NYSE:BNL)
North Point Portfolio Managers Corp OH acquired a new stake in shares of Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Curran Financial Partners LLC Purchases New Stake in NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT)
Curran Financial Partners LLC acquired a new position in NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Novare Capital Management LLC Raises Position in Novo Nordisk A/S (NYSE:NVO)
Novare Capital Management LLC lifted its stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 25.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,424... More of this article »
Union Bancaire Privee UBP SA Buys New Holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG)
Union Bancaire Privee UBP SA purchased a new position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Barrick Gold (NYSE:GOLD) Lowered to “Neutral” Rating by Bank of America
Barrick Gold (NYSE:GOLD – Get Free Report) (TSE:ABX) was downgraded by equities research analysts at Bank of America from a “buy” rating to a “neutral” rating in a research note issued to investors on... More of this article »
PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Shares Sold by Astor Investment Management LLC
Astor Investment Management LLC decreased its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Kingswood Wealth Advisors LLC Sells 116 Shares of Parker-Hannifin Co. (NYSE:PH)
Kingswood Wealth Advisors LLC trimmed its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Purchased by PFG Investments LLC
PFG Investments LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 9.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Capri (NYSE:CPRI) Given New $30.00 Price Target at Wells Fargo & Company
Capri (NYSE:CPRI – Get Free Report) had its price objective upped by analysts at Wells Fargo & Company from $28.00 to $30.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage... More of this article »
United Asset Strategies Inc. Buys 980 Shares of Waste Management, Inc. (NYSE:WM)
United Asset Strategies Inc. grew its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 64,259 shares... More of this article »
Union Bancaire Privee UBP SA Buys Shares of 382,493 Boston Scientific Co. (NYSE:BSX)
Union Bancaire Privee UBP SA purchased a new stake in shares of Boston Scientific Co. (NYSE:BSX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Pacer Advisors Inc. Decreases Stock Position in Zoom Video Communications, Inc. (NASDAQ:ZM)
Pacer Advisors Inc. lowered its position in shares of Zoom Video Communications, Inc. (NASDAQ:ZM – Free Report) by 12.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Position Increased by Two West Capital Advisors LLC
Two West Capital Advisors LLC raised its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 46.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Stablepoint Partners LLC Boosts Position in Novo Nordisk A/S (NYSE:NVO)
Stablepoint Partners LLC grew its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Hunter Perkins Capital Management LLC Sells 2,455 Shares of Fifth Third Bancorp (NASDAQ:FITB)
Hunter Perkins Capital Management LLC lessened its stake in Fifth Third Bancorp (NASDAQ:FITB – 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 »
Flaherty & Crumrine Preferred Income Fund Inc. Announces Monthly Dividend of $0.06 (NYSE:PFD)
Flaherty & Crumrine Preferred Income Fund Inc. (NYSE:PFD – Get Free Report) declared a monthly dividend on Monday, January 27th,Wall Street Journal reports. Shareholders of record on Wednesday, April 23rd will be paid a... More of this article »
Union Bancaire Privee UBP SA Invests $3.67 Million in Vail Resorts, Inc. (NYSE:MTN)
Union Bancaire Privee UBP SA purchased a new stake in Vail Resorts, Inc. (NYSE:MTN – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
KBC Group NV Sells 23,445 Shares of GoDaddy Inc. (NYSE:GDDY)
KBC Group NV cut its holdings in shares of GoDaddy Inc. (NYSE:GDDY – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) Shares Acquired by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Granite Group Advisors LLC Reduces Position in Morgan Stanley (NYSE:MS)
Granite Group Advisors LLC lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 12.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Stock Position Raised by Kingswood Wealth Advisors LLC
Kingswood Wealth Advisors LLC lifted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 77.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Kingswood Wealth Advisors LLC Purchases 16,472 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)
Kingswood Wealth Advisors LLC raised its stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 700.3% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »