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Image for Smith Chas P & Associates PA Cpas Lowers Stock Position in Exxon Mobil Co. (NYSE:XOM)

Smith Chas P & Associates PA Cpas Lowers Stock Position in Exxon Mobil Co. (NYSE:XOM)

Smith Chas P & Associates PA Cpas trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Anderson Hoagland & Co. Has $5.50 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Anderson Hoagland & Co. Has $5.50 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Anderson Hoagland & Co. trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Lebenthal Global Advisors LLC Has $1.31 Million Stake in S&P Global Inc. (NYSE:SPGI)

Lebenthal Global Advisors LLC Has $1.31 Million Stake in S&P Global Inc. (NYSE:SPGI)

Lebenthal Global Advisors LLC raised its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 16.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Greenup Street Wealth Management LLC Has $603,000 Stock Position in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM)

Greenup Street Wealth Management LLC Has $603,000 Stock Position in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM)

Greenup Street Wealth Management LLC boosted its holdings in Nuveen ESG Emerging Markets Equity ETF (BATS:NUEM – Free Report) by 28.3% during the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Cascade Investment Advisors Inc. Purchases New Stake in Terex Co. (NYSE:TEX)

Cascade Investment Advisors Inc. Purchases New Stake in Terex Co. (NYSE:TEX)

Cascade Investment Advisors Inc. acquired a new position in shares of Terex Co. (NYSE:TEX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Parsons Capital Management Inc. RI

CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Parsons Capital Management Inc. RI

Parsons Capital Management Inc. RI lessened its stake in CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Slow Capital Inc. Sells 781 Shares of The Sherwin-Williams Company (NYSE:SHW)

Slow Capital Inc. Sells 781 Shares of The Sherwin-Williams Company (NYSE:SHW)

Slow Capital Inc. reduced its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 6.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Integrity Wealth Solutions LLC Makes New $256,000 Investment in iShares Gold Trust (NYSEARCA:IAU)

Integrity Wealth Solutions LLC Makes New $256,000 Investment in iShares Gold Trust (NYSEARCA:IAU)

Integrity Wealth Solutions LLC bought a new position in iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for B.O.S.S. Retirement Advisors LLC Has $455,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)

B.O.S.S. Retirement Advisors LLC Has $455,000 Holdings in Broadcom Inc. (NASDAQ:AVGO)

B.O.S.S. Retirement Advisors LLC decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 95.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Geneos Wealth Management Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)

Geneos Wealth Management Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)

Geneos Wealth Management Inc. cut its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 31.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 19,803 shares of the electric vehicle... More of this article »
Image for Capital Asset Advisory Services LLC Makes New $205,000 Investment in Apollo Global Management, Inc. (NYSE:APO)

Capital Asset Advisory Services LLC Makes New $205,000 Investment in Apollo Global Management, Inc. (NYSE:APO)

Capital Asset Advisory Services LLC purchased a new position in Apollo Global Management, Inc. (NYSE:APO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Parsons Capital Management Inc. RI Cuts Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Parsons Capital Management Inc. RI Cuts Stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)

Parsons Capital Management Inc. RI lowered its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Image for Swiss Re AG (OTCMKTS:SSREY) Receives Average Recommendation of “Buy” from Analysts

Swiss Re AG (OTCMKTS:SSREY) Receives Average Recommendation of “Buy” from Analysts

Shares of Swiss Re AG (OTCMKTS:SSREY – Get Free Report) have been assigned a consensus rating of “Buy” from the six brokerages that are currently covering the company, MarketBeat.com reports. Three research analysts... More of this article »
Image for Fortive Co. (NYSE:FTV) Shares Purchased by Webster Bank N. A.

Fortive Co. (NYSE:FTV) Shares Purchased by Webster Bank N. A.

Webster Bank N. A. increased its position in shares of Fortive Co. (NYSE:FTV – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Analysts Set Expectations for Personalis FY2029 Earnings

Analysts Set Expectations for Personalis FY2029 Earnings

Personalis, Inc. (NASDAQ:PSNL – Free Report) – Research analysts at HC Wainwright issued their FY2029 earnings per share estimates for Personalis in a research note issued on Monday, January 27th. HC Wainwright analyst... More of this article »
Image for Genuine Parts (NYSE:GPC) Shares Bought by KBC Group NV

Genuine Parts (NYSE:GPC) Shares Bought by KBC Group NV

KBC Group NV grew its stake in Genuine Parts (NYSE:GPC – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 372,191 shares of... More of this article »
Image for Foundations Investment Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 (NYSEARCA:SSO)

Foundations Investment Advisors LLC Grows Stock Holdings in ProShares Ultra S&P500 (NYSEARCA:SSO)

Foundations Investment Advisors LLC grew its position in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 312.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Raymond James Forecasts Newmont’s FY2024 Earnings (NYSE:NEM)

Raymond James Forecasts Newmont’s FY2024 Earnings (NYSE:NEM)

Newmont Co. (NYSE:NEM – Free Report) – Equities researchers at Raymond James decreased their FY2024 earnings estimates for Newmont in a research report issued to clients and investors on Monday, January 27th. Raymond... More of this article »
Image for CFS Investment Advisory Services LLC Has $2.14 Million Stake in Tesla, Inc. (NASDAQ:TSLA)

CFS Investment Advisory Services LLC Has $2.14 Million Stake in Tesla, Inc. (NASDAQ:TSLA)

CFS Investment Advisory Services LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for S&P Global Inc. (NYSE:SPGI) Shares Purchased by Capital Asset Advisory Services LLC

S&P Global Inc. (NYSE:SPGI) Shares Purchased by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC raised its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for SJS Investment Consulting Inc. Sells 258 Shares of Exxon Mobil Co. (NYSE:XOM)

SJS Investment Consulting Inc. Sells 258 Shares of Exxon Mobil Co. (NYSE:XOM)

SJS Investment Consulting Inc. cut its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Blue Trust Inc. Raises Holdings in Infosys Limited (NYSE:INFY)

Blue Trust Inc. Raises Holdings in Infosys Limited (NYSE:INFY)

Blue Trust Inc. lifted its holdings in Infosys Limited (NYSE:INFY – Free Report) by 61.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Deere & Company (NYSE:DE) Shares Bought by Blue Trust Inc.

Deere & Company (NYSE:DE) Shares Bought by Blue Trust Inc.

Blue Trust Inc. boosted its stake in shares of Deere & Company (NYSE:DE – Free Report) by 13.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 5,392 shares of the industrial products... More of this article »
Image for Spotify Technology S.A. (NYSE:SPOT) Shares Purchased by Kingswood Wealth Advisors LLC

Spotify Technology S.A. (NYSE:SPOT) Shares Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC grew its stake in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 8.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,442 shares of the... More of this article »
Image for Blue Trust Inc. Buys 32,394 Shares of AT&T Inc. (NYSE:T)

Blue Trust Inc. Buys 32,394 Shares of AT&T Inc. (NYSE:T)

Blue Trust Inc. lifted its stake in AT&T Inc. (NYSE:T – Free Report) by 38.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 116,130 shares... More of this article »
Image for First Citizens Bank & Trust Co. Sells 55,611 Shares of CVS Health Co. (NYSE:CVS)

First Citizens Bank & Trust Co. Sells 55,611 Shares of CVS Health Co. (NYSE:CVS)

First Citizens Bank & Trust Co. lessened its position in CVS Health Co. (NYSE:CVS – Free Report) by 80.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for AlphaMark Advisors LLC Has $185,000 Holdings in The Home Depot, Inc. (NYSE:HD)

AlphaMark Advisors LLC Has $185,000 Holdings in The Home Depot, Inc. (NYSE:HD)

AlphaMark Advisors LLC raised its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 26.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for KBC Group NV Has $36.59 Million Holdings in Corebridge Financial, Inc. (NYSE:CRBG)

KBC Group NV Has $36.59 Million Holdings in Corebridge Financial, Inc. (NYSE:CRBG)

KBC Group NV raised its position in Corebridge Financial, Inc. (NYSE:CRBG – Free Report) by 77.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,222,448 shares of the company’s... More of this article »
Image for Juncture Wealth Strategies LLC Lowers Holdings in Visa Inc. (NYSE:V)

Juncture Wealth Strategies LLC Lowers Holdings in Visa Inc. (NYSE:V)

Juncture Wealth Strategies LLC reduced its position in shares of Visa Inc. (NYSE:V – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Monte Financial Group LLC Cuts Stake in Visa Inc. (NYSE:V)

Monte Financial Group LLC Cuts Stake in Visa Inc. (NYSE:V)

Monte Financial Group LLC cut its stake in Visa Inc. (NYSE:V – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Image for Union Bancaire Privee UBP SA Purchases Shares of 3,721 IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Union Bancaire Privee UBP SA Purchases Shares of 3,721 IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Union Bancaire Privee UBP SA bought a new stake in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Drive Wealth Management LLC Decreases Position in Union Pacific Co. (NYSE:UNP)

Drive Wealth Management LLC Decreases Position in Union Pacific Co. (NYSE:UNP)

Drive Wealth Management LLC cut its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 30.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for CenterPoint Energy, Inc. (NYSE:CNP) Shares Sold by Strategic Investment Advisors MI

CenterPoint Energy, Inc. (NYSE:CNP) Shares Sold by Strategic Investment Advisors MI

Strategic Investment Advisors MI cut its stake in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 11.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Strategic Investment Advisors MI Purchases 10,873 Shares of Sony Group Co. (NYSE:SONY)

Strategic Investment Advisors MI Purchases 10,873 Shares of Sony Group Co. (NYSE:SONY)

Strategic Investment Advisors MI increased its holdings in shares of Sony Group Co. (NYSE:SONY – Free Report) by 405.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Union Bancaire Privee UBP SA Buys Shares of 52,956 Core & Main, Inc. (NYSE:CNM)

Union Bancaire Privee UBP SA Buys Shares of 52,956 Core & Main, Inc. (NYSE:CNM)

Union Bancaire Privee UBP SA acquired a new position in shares of Core & Main, Inc. (NYSE:CNM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Parker-Hannifin Co. (NYSE:PH) Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Parker-Hannifin Co. (NYSE:PH) Shares Sold by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management cut its holdings in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) Insider Carole Huntsman Sells 347 Shares of Stock

Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) Insider Carole Huntsman Sells 347 Shares of Stock

Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Get Free Report) insider Carole Huntsman sold 347 shares of the company’s stock in a transaction dated Friday, January 24th. The stock was sold at an average price of $335.24,... More of this article »
Image for VanEck Semiconductor ETF (NASDAQ:SMH) Shares Sold by Register Financial Advisors LLC

VanEck Semiconductor ETF (NASDAQ:SMH) Shares Sold by Register Financial Advisors LLC

Register Financial Advisors LLC lowered its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 7.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for The RMR Group (NASDAQ:RMR) Sets New 52-Week Low  – Should You Sell?

The RMR Group (NASDAQ:RMR) Sets New 52-Week Low – Should You Sell?

Shares of The RMR Group Inc. (NASDAQ:RMR – Get Free Report) reached a new 52-week low during mid-day trading on Tuesday . The company traded as low as $19.01 and last traded at $19.09, with a volume of 155878 shares trading hands.... More of this article »
Image for Caterpillar Inc. (NYSE:CAT) Shares Acquired by PFG Investments LLC

Caterpillar Inc. (NYSE:CAT) Shares Acquired by PFG Investments LLC

PFG Investments LLC boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,879... More of this article »